KamoCRM

SI help with shared docs in the composer and on sent mail (DL5.2)

Featurekamo-internal
Shipped
November 13, 2026 at 12:26 PM UTC
Author
Kamo
Commit
eb8402d

All absent without the organization's SI app (AIService /api/ai/doc-links/status answers enabled:false): - Missing-attachment guard on Send: the draft says 'attached' and nothing is; the SI offers the doc it thinks you meant (one click adds it as a link tile), Send Without It, or Go Back. Fails open. - Suggested Docs row under the header (docs_suggest_for_message under the member's own session). - SI Summary pill on Kamo doc tiles: the assigned SI writes two lines, the member edits and keeps them; they ride DocLinkSpec.summary onto the mail card. - Draft A Follow-Up on the sent message's engagement strip: the SI drafts from docs_share_views, the composer opens threaded for the member to review. - Settings > Document Management > Sharing: Ask About This Document switch (OFF by default). Square robot icon, 'SI' wording, assigned-SI MemberChip, Assign Your SI call to action when none, help tips to the new help article, org brand colours, MotionConfig reduced motion.

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