- Actions
On every plan, under Clients: one list of what you owe clients. Overdue first, then today: new inquiries, customers waiting on a reply, and follow-ups due, each with one thing to do and what the deal is worth. Below them come follow-ups due in the next seven days and open deals with no next step. Snooze anything until a day, mark it as needing no action, or, as an owner or admin, hand it to someone. See Actions.
- Save opportunity
Paste a text, a voicemail, or an email, and Scoped picks out the phone number or email, shows who it matches and their open deals, and saves it with who follows up and the next step.
- Start with your first job
Sign-up asks what you want to get done first: capture leads and follow up, keep jobs and crew current, or just explore. Your setup checklist follows the answer, with three steps that each save something real, then connecting ChatGPT or Claude with a first request to paste. When your assistant makes its first change, the checklist shows what it did. See choose your first job.
- Assistants report back
After every change, your assistant says what changed from what to what, in names and in dates with the weekday, who was told, and a link to open it in Scoped.
- Names, not IDs
Assistants can look up teammates, teams, statuses, labels, and projects, and use their names. When a name matches several things or nothing, nothing changes and the assistant asks which one. They can also move a project milestone.
- “Undo that”
Ask your assistant to undo its last change within the hour, and it puts back exactly what was there. It won’t if anyone has changed the record since, and it never touches anyone else’s changes. History shows the undo.
- Assistants tidy up after themselves
Assistants can unlink two issues, and edit or remove a comment or update they posted in the last hour. They can’t change anyone else’s, or anything you wrote yourself.
- Where a job stands
Anyone on the team can ask their own assistant for a job’s current state: open work with who owns it and when it’s due, milestones, what’s waiting on what, and the last week’s changes with who made them and through which assistant. When a job’s name matches more than one, it asks which.
- Date changes reach the crew
When a date on someone’s work moves, Inbox tells them from when to when: an issue’s due date, a project’s target date, or a milestone. Adding or removing a blocking link on their work tells them too. Whoever made the change isn’t notified.
- Schedule conflicts
When a change leaves work due before the work it’s waiting on, your assistant says so, and nothing is moved for you. What an assistant reads about a project lists these conflicts, and its milestones.
- Inquiries from your assistant
Assistants can save an inquiry (a phone number is enough), read what’s in Actions, and snooze, set aside, or hand on an item. They never send anything to a customer.
- Who made a change
An issue’s history shows which assistant made a change and who connected it, such as “updated via Alex’s ChatGPT”.
- Start a won deal without a template
Kicking off a won deal no longer needs a template. Choose “No tasks, just the project” to start the project on its own.
- Estimates per team
Owners and admins choose points, hours, or days, and the values to pick from, in Settings → Teams. Estimates can be fractions.
- Last heard from
Contacts and companies show when you last heard from them and when you last contacted them.
- A redesigned Help Center
A home page for your workspace, topic pages, search that leads with the answer, and a handoff to support, at scoped.ai/help. There’s also a new guide to using Scoped with Claude Code.
- Apps in Settings
Settings → Apps lists every app Scoped connects to, with what it does and what it needs. Apps that aren’t on yet say Coming soon, and you can ask for early access to each one.
