Encryption everywhere, Salesforce review queue, and word-level transcripts
This release is the security release. Every piece of meeting content EffiClose stores is now encrypted at rest, there's a tamper-evident audit trail behind it, and you can export or age out your own data whenever you want. On top of that: a Salesforce review queue that lets AI draft CRM updates while you keep the final say, transcripts you can export down to the individual word, and a meeting chat that remembers what you already asked.
Your meeting content is encrypted at rest
Transcripts, summaries, key points, chat messages, speaker names, prompts and their results, signals, and integration payloads are all encrypted in the database now — not just the backups or the disk underneath them. The same applies to the background jobs that carry that content while it's being processed, and to the detailed transcripts behind the public API.
Existing data was migrated in place, so nothing was left in the clear. Alongside it we moved every application secret into a managed secret store, added key rotation with a full re-encryption sweep, and stripped transcript text and personal details out of our own operational logs.
Download everything we hold on you
A new Download my data section in Account settings assembles a complete archive of your personal data — meetings, recordings, transcripts, insights, chats, and the media files themselves — and emails you when it's ready. The download link is short-lived, and the archive deletes itself from storage a week later.
Retention you can set per data class
Automatic data retention now has separate windows for recordings, meetings, and uploaded files, so a workspace can keep call records longer than raw uploads (or the other way round) instead of running everything on one clock. Deleting an account now also erases the copies of your data held inside connected integrations.
A tamper-evident audit trail
Sign-ins, integration connections and disconnections, admin actions, recording access, and organization deletion are now written to an append-only audit log and shipped to our monitoring pipeline in real time. Audit records are kept for a year — long enough to serve as compliance evidence — and can't be quietly edited or removed.
Hardened by default
Every response from the app and the API now carries a full set of HTTP security headers — strict transport security, clickjacking protection, a content security policy, and a tightened referrer policy. Live transcription streams from the browser and the desktop recorder are authenticated with short-lived, single-purpose tokens instead of long-lived keys.
Salesforce: AI-proposed CRM updates you approve
When a meeting with external attendees finishes, EffiClose can now read the call summary and propose the Salesforce updates it implies — opportunity fields, notes, and missing Contacts or Leads for the people who were on the call.
Nothing is written without your say-so. Proposed changes land in a new CRM Review queue on the Salesforce integration card, each with a confidence score and a clear before/after. From there you can:
- Approve a change to write it to Salesforce, or reject it.
- Revert anything already applied, straight back out of Salesforce.
- Apply all proposals above your confidence threshold in one click.
- Switch on auto-apply once you trust it, so confident changes go through without review.
- Turn on auto-create people to add missing Contacts and Leads for external participants.
- Restrict writes to the Opportunity Description only, if you'd rather AI never touched structured fields.
Word-level transcripts, and a Copy / Export button
Transcription now stores the exact start and end time of every single word, with speaker attribution and confidence. A new Copy / Export button on the Transcript tab lets you copy the transcript to your clipboard, download it as a plain .txt, or pull the full word-level timing data as .json for captions, clipping, or your own tooling. The detailed data is fetched only when you ask for it, so pages stay fast.
Meeting chat that remembers — and knows the clock
Ask a follow-up and the assistant now sees your earlier questions and answers, so "and what about pricing?" works without restating the whole context. It also reads a time-stamped version of the transcript, which means it can answer when something was said and point you to the moment in the recording. Both apply to chatting with a finished recording and to /effi-chat during a live call.
Downloads that are always there
Summaries, template results, and transcripts used to be downloadable only if the document had already been generated. Now the file is generated on demand the moment you click Download — including for recordings shared with you, on the meeting page, in the recordings list, and in quick view.
Meetings and recordings you can trust
- Missed meetings are labelled. A scheduled meeting that came and went without a recording now shows a clear missed status instead of sitting in "upcoming" forever.
- No more duplicate bots. If a meeting is already being recorded — even by someone in another workspace — a second join request reuses the active recording and tells you so, rather than sending a second bot into the room.
- Stop a recording from anywhere. The Stop Recording button on Upcoming Calls now opens the same stop dialog as the meeting page.
- Live summaries update instead of rewriting. During a call, the running summary and key points are extended as the conversation goes, so points you already read stop reshuffling under you.
- Owner-only controls. Joining, updating, and taking over a meeting are now restricted to its owner, and signing out clears your session cleanly across workspaces.
Fixes and polish
- Empty states on the Transcript and Speakers tabs, instead of a spinner that never ends.
- Recordings shorter than the minimum length are discarded rather than saved as empty entries.
- Meeting search now matches the meeting URL as well as the title.
- Folder renames stick, and folder-move and language-change toasts no longer fire twice.
- Analytics search matches partial event names.
- Long AI answers and signal results with unusual characters now save reliably.
- Microsoft calendar sync no longer aborts the whole run when one user's connection fails.
- Fixes to Google sign-in, Zoom callbacks, subscription details, resync progress, two-factor input messages, hashtag and timezone tooltips, and recording name display.
