2️⃣0️⃣2️⃣4️⃣ in Review We had a massive 2024 here at Gorelo with over 300 features, enhancements and bug fixes released along the way 🎉! Our goal this year was to finalize the basic functionality and get the platform to a point where new users could sign-up for a trial. Our recent sign-up page, onboarding wizard and help center allowed us to achieve exactly that! 😁 We have some pretty audacious goals for 2025 — projects, quoting, API, further automation/AI, SLAs, more integrations and so much more! We’ll also be building out the community side with an official Discord server (this one haha), regular AMA sessions with Mikel/Huzaif and native way to share scripts/automations/forms/checklists with other Gorelo users! And a big thank you to our Early Access subscribers for all the awesome feedback! Here's a quick recap of a few exciting features we released in 2024 — if you missed them 😋 🦄 Disk info is now synced and cached every 24 hours — including BitLocker recovery keys 🦄 *Invoices *- You can now add a Pay Now button to your Invoice PDF Template. This button can link to your native Xero/QuickBooks invoice or to a custom URL such as Benji Pays! 🦄 Embedding! Assets, Contacts and Docs can now be embedded into private comments by typing ‘//’. We’ll bring this same functionality to checklists, banners and more in the near future. 🦄 Automation engine has been released! Triggers, conditions and actions. 🎉 Front-end Restructure has been released! While things might look much the same, there are significant performance and scalability improvements behind the scenes and many quality of life enhancements. 🦄 App Catalog allows you to easily select from a list of common apps — Adobe, Chrome, Office and more. ‘Update Only’ option is also available and will keep the app updated if it’s already installed. 🦄 Scheduled Tickets! Navigate to Settings → Automation → Scheduled Tickets. 🦄 *Assets *- You can now install a generic agent and then move the asset to the appropriate Client. 🦄 *Assets *- Automatic asset adoption is now possible via WAN IP! Toggle this on via each Uptime check or reach out to us and we’ll do it in bulk 🙂 🦄 *Contracts *- It’s now possible to configure mapping rules and view pending Dynamic Quantities! This allows you to automatically suggest a product/bundle when a dynamic quantity is detected for a client. Asset Tags, Contact Tags (M365/CIPP) and Pax8 Subscriptions are supported. This can automate your contract quantity changes, expose missed billing, and reduce new client (and MSP) onboarding significantly! 🦄 *Contracts *- Invoice previews are now available! Click the preview button and download the PDF 🦄 *Contracts *- M365 Security Groups can now be used as Dynamic Quantities to automate your billing! 🦄 *Assets *- MacOS agent is now available in alpha! Basic system info, Bash CLI and ScreenConnect discovery. 🦄 *Tickets *- Global Views are now available! Admins can convert personal Views into Global views for everyone to use. 🦄 *Clients *- Domain info can now be populated automatically when adding or editing a domain (Expiry, Registrant, Registrar etc.) 🦄 *Tickets *- Ticket Timer is now available! Navigate to your Profile (top-right) -> Settings and configure auto-start etc. 🦄 *Tickets *- Email signatures are now removed from inbound public comments to keep things clean and improve Search! 🦄 *Assets *- Custom Assets can now be created! Great for devices where you can’t install an agent — switches, hypervisors etc. Cheers from Mikel and the Gorelo team! 🦍

*:newspaper: Release Notes 2025.01.03 * 🦄 [*Spam *](https://feedback.gorelo.io/en/help/articles/5907515-spam)email is now intercepted and displayed in a dedicated area for you to Create a ticket or Delete. Currently, our filtering thresholds are extremely conservative to minimize false positives. Protection levels will increase with additional email volume and as patterns emerge. ✨ **Assets **\- Antivirus Check now alerts based on hours for simplicity ✨ **Assets **\- Agent start-up calls have been reduced to improve response time ✨ **Tickets **\- Email reply threads are now constructed with the signature-free version of the public comment ✨ **Tickets **\- ‘reply above this text’ in email reply threads has been reduced in size and changed to white ✨ **Invoices **\- Dynamic quantity contacts/assets are now in alphabetical order on the Invoice PDF 🐛 **Tickets **\- Fixed an issue where AI was occasionally trimming the content of tables ⠀

*:newspaper: Release Notes 2025.01.09 * 🦄 Ping check has been added for agent assets! Add an IP or hostname to ping and generate an alert when it’s no longer responsive. ✨ **Settings **\- Each report is now available as a specific permission in roles. Time Spent has been moved to reports and you will need to assign this permission to restore access to users that previously had it. ✨ **Assets **\- ‘Not installed’ is now displayed when an app is set to ‘Update only’ but not installed. ✨ **Settings **\- Distance unit can now be changed to miles 🐛 **Assets **\- Fixed an issue where the connectivity check was occasionally unable to be added to a policy 🐛 **Dashboard **\- Fixed an issue where partial hours were not showing in the Time Spent widget 🐛 **Automation **\- Fixed an issue where created/unread triggers were not activating on Scheduled Tickets ⠀

*:newspaper: Release Notes - 2025.01.15 * ✨ **Tickets **\- Known contacts and domains in Gorelo will now skip the spam queue ✨ **Tickets **\- Tagging UX now allows you to add/remove multiple at a time ✨ **Tickets **\- Timeline entry is now generated on removing tags ✨ **Tickets **\- Recent Activity is now generated on updating tags ✨ **Portal **\- Asset Summary is now available via the ‘Portal - All Assets’ tag ⚡**Dashboard **\- API calls have been optimized for time spent widget 🐛 **Assets **\- Fixed an issue where ‘Agent Plugin not found’ could appear if a policy was distributed while the agent was offline ⠀

*:newspaper: Release Notes 2025.01.23 * 🦄 Settings \- Text variables in Ticket Shortcuts have been overhauled for consistency and a new UI has been implemented — indicated by a {..} button when available. This same experience will soon be coming to other areas and allows us to expand on text variable usage throughout Gorelo E.g. ✨ **Settings **\- Layout of the User Detail popup has been improved and a dynamic example for ‘Display Name when sending Public Comments’ is now available ✨ Contacts \- Last name is no longer auto-populated with a copy of the first name for contacts created via email ✨ **Tickets **\- ‘Ticket created’ emails are now clipped in the UI if a reply is received ✨ **Tickets **\- Closed tickets with invoiced or approved time/products can now have their status changed — partial billing will then be used for additional time/products. 🐛 **Tickets **\- Fixed an issue where the timer was stopping when a phone number was clicked 🐛 **Tickets **\- Fixed an issue where the after-hours Work type was not reverting when changing time back to regular hours 🐛 **Tickets **\- Fixed an issue where the time spent popup was not appearing when closing tickets that had an active timer ⠀

*:newspaper: Release Notes 2025.02.06 * 🦄 Settings \- Text variables in Email Templates have been overhauled for consistency and a new UI has been implemented — indicated by a {..} button when available. 🦄 **Assets **\- OS Status popup has been improved! We now show when the update was first seen, the ‘Out of Date’ threshold and the policy it's coming from. ✨ **Scripts **\- Client and location variables are now available

$gorelo:client.name
$gorelo:client.locationName

✨ **Assets **\- 'Move' via the 3-dot menu has been renamed to 'Change Client/Location' for clarity and consistency 🐛 **Tickets **\- Fixed an issue where setting a ticket status to Closed was no longer closing the tab 🐛 **Tickets **\- Fixed an issue where ‘Send ticket created email’ was not working when auto-response was toggled off 🐛 **Assets **\- Fixed an issue where ‘Awaiting adoption’ view was not working as intended 🐛 **Assets **\- Fixed an issue where Dell warranty was not being fetched in certain circumstances ⠀

*:newspaper: Release Notes 2025.02.12 * 🦄 **Settings **\- Users can now be disabled and re-enabled on-demand. Disabling a user will remove them from active areas of Gorelo and from your subscription. Active areas of Gorelo include assignee of unclosed tickets, calendar events, checklist templates, shortcuts, automations etc. ✨ Settings \- Text variables for Invoice Templates and Pay Now have been overhauled for consistency and a new UI has been implemented — indicated by a {..} button when available. ✨ **Reports **\- Relative date picker now has over 13 options to choose from — multiple rolling periods, calendar periods and custom! ✨ **Search **\- Entra ID email address (UPN) for Assets is now indexed in search 🐛 **Invoice **\- Fixed an issue where the created date of an invoice was not following the expected browser format 🐛 **Settings **\- Fixed an issue where the subscription was showing more than two decimal places ⠀

@everyone We'll be updating our Pax8 integration to OAuth tomorrow which will require reauthentication. To re-authenticate (tomorrow) — navigate to **Settings **> **Integrations **> and configure **Pax8 **via the cog icon. Then click '**Connect to Pax8**' and follow the wizard. https://help.gorelo.io/en/help/articles/2004372-pax8

The Pax8 integration to OAuth has been pushed to tomorrow.

*:newspaper: Release Notes 2025.02.20 * Our Pax8 integration has been updated to OAuth and requires reauthentication!To re-authenticate — navigate to Settings > Integrations > and configure Pax8 via the cog icon. Then click 'Connect to Pax8' and follow the wizard. https://help.gorelo.io/en/help/articles/2004372-pax8 🦄 **Settings **\- User **Roles **have been overhauled for granularity ✨ **Assets **\- Monthly schedule is now available for scripts ✨ **Assets **\- Merging of assets is now possible to retain ticket history ✨ **Tickets **\- Location is now set automatically based on the contact’s location ✨ **Tickets **\- Changing the client on a ticket will now also change all unapproved time/products ✨ **Settings **\- South African Rand (R) has been added to currencies 🐛 **Reports **\- Fixed an issue where Ticket Summary was showing tag count with decimal places 🐛 **Tickets **\- Fixed an issue where shortcuts would stop executing when an identical action was detected 🐛 **Tickets **\- Fixed an issue where emojis were not working on checklist and shortcuts ⠀

@everyone Our Pax8 integration has been updated to OAuth and requires reauthentication! To re-authenticate — navigate to Settings > Integrations > and configure Pax8 via the cog icon. Then click 'Connect to Pax8' and follow the wizard. https://help.gorelo.io/en/help/articles/2004372-pax8

*:newspaper: Release Notes 2025.02.26 * 🦄 Scripts \- You can now customize which scripts appear on the Asset Detail page by 'pinning' them via the 3-dot menu in the script editor. Roles without access to the script editor will only see and be able to use the pinned scripts. ✨ Alerts \- 'Ignore' has been renamed to '**Dismiss**' for clarity. Functionality remains the same, dismissing an alert will clear just that particular occurrence of the alert (and stack). It will not stop the alert from generating again. ✨ Assets \- Asset Merge now allows for type-ahead search ✨ Assets \- Merging assets now brings across the timeline ✨ Invoices \- The title of the invoice PDF (Tax Invoice) can now be customized via Invoice Templates ✨ Reports \- OS Name is now available in the Asset Summary 🐛 General \- Fixed an issue where previewing a PDF would cut off at the bottom 🐛 Invoices \- Fixed an issue where the logo was not aligned correctly to the right ⠀

*:newspaper: Release Notes 2025.03.05 * 🦄 General \- Over the last few months we've been warming up our dedicated IP for outbound email. It's now live and all outbound email will be sent from 198.244.59.82 ✨ Assets \- Terminate button has been added to the CLI window to forcefully stop a running script ✨ Tickets \- You can now @mention yourself via '@me'. This can be used in Ticket Shortcuts or directly on a ticket for a quick reminder ✨ Tickets \- Multiple users can now be added to the same schedule on a ticket (multi-select users) ✨ Settings \- Users can now be removed from the Everyone group (via the add/edit User popup) ✨ Documents \- Structured Docs adhere to line spacing, breadcrumbs have been added, Asset picker now shows status/user/description etc. 🐛 Tickets \- Fixed an issue where emails from known contacts/domains with a certain structure were being caught in Spam ⠀

*:newspaper: Release Notes 2025.03.14 * 🦄 Asset Summary report is now available via the Client Portal! Apply the ‘Portal - All Assets’ tag to any contacts that need access to this report. Minor enhancements to all reports such as column customization, skeleton loaders etc. ✨ **Settings **\- Default roles can now be deleted (Technician and Accountant) ✨ **Settings **\- is now available for Invoice Email Templates ✨ **Assets **\- A helpful message now appears if ‘Pinned scripts’ are empty ✨ **Documents **\- Custom Assets are now available in the asset picker ✨ **Automation **\- Annual option for Scheduled Tickets is now available 🐛 **Tickets **\- Fixed an issue where global views were not functioning for certain organizations 🐛 **Scripts **\- Fixed an issue where a single backspace was working as a double backspace 🐛 **Scripts **\- Fixed an issue where the cursor would lose focus ⠀

*:newspaper: Release Notes 2025.03.21 * 🦄 AI Prompt Management is here! Head over to Settings → AI → Prompt Management and set up your own custom prompts (Generate Reply or Rephrase). You'll have full control over tone and style while still letting AI do the heavy lifting. [https://help.gorelo.io/en/help/articles/8422508-prompt-management](https://help.gorelo.io/en/help/articles/8422508-prompt-management) 🦄 Advanced Tax for US organizations! Navigate to Settings → Billing → Invoice Settings and toggle on Advanced Tax. This enables more detailed tax settings, including client-level, labor-level and 'Tax Exempt' override. ✨ Tickets \- The original sender and assignees on the ticket are now notified when an outbound email doesn't send (Public, Third Party and Approval comments) ✨ General \- Open tabs now persist through a refresh ✨ Assets \- Column selection, column order and sort order is now retained when navigating to/from the list ✨ Clients \- Responsive width has been improved on the client list ✨ Settings \- Integration page has been overhauled for clarity 🐛 Assets \- Fixed an issue where previously selected assets were persisting after changing views 🐛 Assets \- Fixed an issue where Windows Defender was not being detected on Server 2025 ⠀

Prompt Management 👇

📰 Release Notes 2025.03.28 🦄 **AI Ticket Summary **is here! Click the little summary icon up the top-right of the ticket (below the status) to generate a summary. It will use the timeline as context and summarize key actions/events. ✨ **Clients **\- Asset count is now shown on the Client List ✨ **Reports **\- Sorting is now available on the Asset Summary when a specific client is selected ✨ **General **\- Email address is now displayed when logging in (to avoid mismatch issues) ✨ **Tickets **\- Inbound emails now support inline base64 images 🐛 **Tickets **\- Fixed an issue where inline images would appear as link when attaching the Public thread to a Third Party Conversation 🐛 **Invoices **\- Fixed an issue where occasionally the PDF would not download ⠀

Ticket Summary 👇

📰 Release Notes 2025.04.04 🦄 AI Ticket Tags is here! Add your own Ticket tags with a detailed description and Gorelo will automatically suggest or apply them. [https://help.gorelo.io/articles/2837296-auto-ticket-tags](https://help.gorelo.io/articles/2837296-auto-ticket-tags) ✨ **Settings **\- {{contact.firstName}} variable has been added to Invoice Email Templates ✨ **Tickets **\- no-reply@notifications.ui.com is now excluded from loop detection ✨ **Scripts **\- Files are now hosted in Cloudflare R2 for better availability and bandwidth 🐛 **Forms **\- Fixed an issue where ‘Save as draft’ would create a ticket under specific circumstances ⠀

AI Ticket Tags 👇 -- there's a good list of examples in the article to get you going: https://help.gorelo.io/articles/2837296-auto-ticket-tags

📰 Release Notes 2025.04.10 🦄 Sentiment Analysis is here! We'll automatically score all inbound comments and notify your chosen groups when deemed negative based on the range you've configured. This helps you catch potentially unhappy clients before issues escalate, letting you prioritize tickets that need immediate attention. Configure your sensitivity thresholds and notification preferences in Settings > AI > Sentiment Analysis [https://help.gorelo.io/en/help/articles/8257649-sentiment-analysis](https://help.gorelo.io/en/help/articles/8257649-sentiment-analysis) ✨ **Assets **\- Disk usage check has been overhauled. Monitor based on percentage or gigabytes free, exclude drives under a certain size, exclude specific drive letters and more ✨ **Contracts **\- Block hour templates and initial balances now support decimal places ✨ **Portal **\- Column sorting is now available on the Asset Summary report 🐛 **Scripts **\- Fixed an issue where moving certain scripts would visually jumble the order 🐛 **Tickets **\- Fixed an issue where inserted checklist items would appear out of order 🐛 **Uptime **\- Fixed an issue where the Sydney node was not accepting new monitors 🐛 **Invoices **\- Fixed an issue where ‘&’ was showing as ‘&’ on the invoice PDF ⠀

👇👇👇 Gorelo Connect

📰 Release Notes 2025.04.17 🦍🦍🦍 Here’s a sneak-peek of **Gorelo Connect**… our new remote access tool baked directly into Gorelo! More news to come :) ✨ Approve and Invoice has been overhauled for simplicity and mass invoicing. You can now multi-select across clients, generate the individual invoices and send in one click ✨ **Automation **\- ‘Business Hours’ is now available as a condition on Event & Time rules ✨ **Assets **\- Custom fields have been significantly enhanced! You can now blur the value, show the value on the asset list and index the value in search ✨ **Tickets **\- Asset dropdown now expands without requiring type-ahead ⠀

@everyone We’ll be rolling out Gorelo Connect (remote access) to a limited number of tenants next week for testing — please DM me your Gorelo email address if you’d like to be part of this.

📰 Release Notes 2025.04.25 @everyone We're less than a few weeks out from releasing the TWO highest voted feature requests -- Remote Access and File Explorer. We'll then start working on the next one (as is tradition)... make sure you vote as this can change what we build! 🙂 The ranking right now 👇 1. Remote Access ✅ 2. File Explorer ✅ 3. API 4. Chat 5. Password Management https://feedback.gorelo.io/ And here are a few things we released this week: ✨ *Scripts *- Minor changes to improve script compatibility such as minus/hyphen handling, variable of a Gorelo File variable etc. ✨ *Assets *- Memory usage of the Gorelo Agent has been reduced ✨ *Tickets *- Discarding time is now possible on tickets without a client ✨ *Tickets *- All fields of the Time Spent popup are now saved as a draft when navigating away ✨ *Portal *- Invoice section now only requires the ‘Portal - All Invoices‘ tag (and not Billing Contact designation) ✨ *Signup *- Custom domain misconfiguration (partial setup) now shows a warning banner 🐛 *Assets *- Fixed an issue where extracting process information during CPU check was resulting in high CPU usage 🐛 *Assets *- Fixed an issue where generate CSV was not working 🐛 Approve and Invoice - Fixed an issue where ‘Add to invoice’ was not functioning as intended 🐛 Approve and Invoice - Fixed an issue where time entry dates were inconsistent 🐛 *Settings *- Fixed an issue where assignees were visually missing when editing Groups

@everyone Gorelo Connect (our native remote access tool) is now live for everyone to use! You'll need to add the Gorelo Connect plugin to an existing policy to deploy it -- see here: https://help.gorelo.io/en/help/articles/8651857-gorelo-connect-remote-control#wfiq7qsk1p6 This is only Windows to Windows right now -- macOS is in development. A proper announcement will be coming in the next few days 🙂

@everyone 📰 Release Notes 2025.05.09 🦄 Gorelo Connect (our native remote access tool) is here! 🎉 Along with remote file explorer. All new signups will have this by default… existing users can add the Gorelo Connect plugin to their policies: https://help.gorelo.io/en/help/articles/8651857-gorelo-connect-remote-control#wfiq7qsk1p6 🦄 AI Ticket Types! You can now enable Ticket Types, create your own and have AI automatically set this on inbound tickets: https://help.gorelo.io/articles/9768688-ticket-types ✨ *Automation *- Public Comment is now available as an action. Perfect to use with the Business Hours condition so you can let your clients know about after-hours support ✨ *Signup *- Discord and Onboarding links have been added to the wizard 🐛 *General *- Fixed an issue where the cursor would lose focus on certain fields 🐛 *Settings *- Fixed an issue where the group field on Sentiment Analysis would not appear on first use Gorelo Connect and Ticket Types in action 👇👇👇

@everyone 📰** Release Notes 2025.05.15** **Gorelo **has officially launched! 🚀🚀🚀 Huge thanks to our early access gang — your bug hunts and killer ideas made Gorelo what it is today. Absolute legends! As part of our launch, we’re introducing a yearly subscription at a pretty wild price — $99 /user/month, billed yearly 🙂 🦄 **Insights **for tickets! Open the Insights panel on the right side and you’ll see recent tickets by the same client and contact. We’ll soon show similar tickets and relevant documents surfaced by AI. ✨ *Contracts *- A heap of QoL improvements: Archive/Delete now available via the 3-dot menu, new labor type explanations, swapped sides for billing role and work type, coverage explanation has been added etc. ✨ Products & Bundles - Clone/Archive/Delete now available via the 3-dot menu ✨ Products & Bundles - Toast notifications now appear when syncing to a Bundle or Contract is required ✨ *General *- ‘Internal’ client indicator is now shown throughout for clarity 🐛 *QuickBooks *- Fixed an issue where invoices were not voiding in QuickBooks in certain circumstances 🐛 *Xero *- Fixed an issue where the COA code for labor was not flowing through to Xero

@everyone 📰 Release Notes 2025.05.23 🦄 Bring backups directly into Gorelo with our **Slide **integration. View the status of existing snapshots and even initiate a new snapshot from the Asset Detail page (https://help.gorelo.io/en/help/articles/7346439-slide) 🦄 Client Portal now supports magic link for authentication via email! ✨ *Assets *- Scripts can now be scheduled to run at startup and log on ✨**Assets **- Agent update to 4.76.0.0 which includes distribution via Cloudflare, new EV certificate, agent process checker and more ✨ *Tickets *- Trimmed comment text is now displayed on hover, recent activity, and notifications ✨ *Mobile *- 20+ changes, upgrades and bug fixes — too many to list here! 🐛 *Tickets *- Fixed an issue where private comment collapsed mode could break the post button 🐛 *Contracts *- Fixed an issue where it was possible to set an end date before the start date 👇 Slide snapshots in Gorelo 👇

@everyone 📰 Release Notes 2025.05.30 ✨ *Assets *- You can now switch between PowerShell and Command Prompt (CMD) via the CLI ✨ *Scripts *- Script variables can now be left blank and then populated by the user at runtime ✨ *General *- Granting temporary account access for enhanced support is now available via Settings → Support 🐛 *Automation *- Fixed an issue where the checklist dropdown was not functioning for Event & Time 🐛 *Reports *- Fixed an issue where recently removed tags were showing in the Ticket Summary 🐛 *Tickets *- Fixed an issue where AI tags were being suggested and not applied under certain conditions 🐛 *Tickets *- Fixed an issue where the Client Focus was not working as intended on the ticket list