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Changelog

Follow up on the latest improvements and updates.

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new

More Realistic Donor Simulations, Auto-assign Minutes, Skill Indicator Score Description, & Writing Assistant Temporarily Disabled

Version
: 28
.08.25
Release Date
: Aug
28, 2025
Author(s):
@José Luiz Silveira
Scope / Area
:
Frontend, Backend
Highlights
  • Donor simulations feel more realistic: the avatar is colder and doesn’t lead; the user drives the conversation.
  • Organizations can automatically top-up member minutes when they’re low (enabled by default, configurable by org admins).
  • Cleaner, safer billing: coupon support, post-registration checkout, and renewals only after successful payment.
  • Updated our terms and conditions with this release: Practivated Terms of Service v3.0 – 2025-08-28
New Features & Improvements
  • Donor Simulation Prompt
    : Updated to a
    colder, non-leading persona
    so the fundraiser guides the flow.
  • Organization Minutes
    : Auto-assign minutes from the organization balance to a user when their balance drops below a threshold (default 30 minutes). Default:
    Enabled
    (org admins can toggle/adjust).
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  • Donor Feedback UX
    : Added a
    modal explaining skill indicator scores
    so users understand how results are derived.
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Also Included
  • Meeting Goals
    : Added
    “Find Alignment”
    and renamed
    “Gain Feedback or Input” → “Gain Feedback, Input, or Insight.”
  • Writing Assistant
    :
    Temporarily disabled
    due to suboptimal UX (can be re-enabled later).

new

improved

fixed

Plans, Summaries, and Coach Tivy Document Uploads

Version
: 07
.08.25
Release Date
: Aug
07, 2025
Author(s):
@José Luiz Silveira
Scope / Area
:
Frontend, Backend, Practivated Admin Dashboard
This release brings major advancements to the Practivated fundraising simulation platform, making the user journey smoother and more powerful for fundraisers at every level.
🌟 New Features
  • Plans & Subscriptions:
Users can now seamlessly purchase a subscription plan when their trial ends. This update unlocks full access to simulation features and ongoing platform enhancements.
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  • Simulation Conversation Summaries:
Every completed simulation now automatically generates a concise summary of the conversation. These summaries make it easy for fundraisers to reflect, review, and continuously improve their skills.
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  • Document Uploads in Coach Tivy Simulations:
Fundraisers can now upload documents directly into their Coach Tivy sessions. This enables personalized, context-rich coaching—Coach Tivy can reference user-uploaded materials for tailored guidance and feedback.
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🛠
Fixes & Improvements
  • Resolved various issues to improve platform stability and user experience (see attached tasks for specifics).
  • General performance enhancements across the simulation engine and user dashboard.
  • Improved error handling for payment, summary generation, and document upload workflows.

improved

fixed

new

Donor Management & Profiles, Coach Tivy Chat Improvements, Live Conversation & Feedback UI and Usability & Design Fixes

Version
: 13
.06.25
Release Date
: Jun
13, 2025
Author(s)
: Royi Haddad José Luiz Silveira
Scope / Area
:
Frontend, Backend, Practivated Admin Dashboard
This release delivers several user interface enhancements, bug fixes, and new features for both donor management and simulation experiences. Key updates include:
Donor Management & Profiles
  • Extended Donor Profiles:
    Forms and APIs now support Giving History, Relationship Stage, Motivation, and automatic Voice assignment for each donor.
  • Donor Modal Improvements:
    New step-by-step/tabs UI for creating and editing donors, aligning simulation setup to the updated donor profile structure.
Coach Tivy Chat Improvements:
  • WebSocket and prompt logic revamped, enabling contextual coaching during simulations and post-simulation feedback.
  • Updated prompts provide clearer distinction between fundraiser (person) and fundraising events.
  • Chat conversations for simulation action items are persisted and can be resumed later.
  • Added coaching chat in the simulation page to allow user ask questions to Tivy during a simulation.
Live Conversation & Feedback UI:
Users can now view past live conversation transcripts from the feedback page, alongside session recaps and action items.
Usability & Design Fixes
  • Feedback Page Usability:
    Header now remains visible during scroll on detailed feedback pages for better navigation.
  • Sidebar/Menu:
    Fixed internal scrolling and layout for skill drawers to avoid overflow issues.
  • Phone Number Field:
    Phone number validation removed from sign-up and settings pages. Users can now proceed without strict phone format requirements.
Backend Improvements:
Added new database migrations, models, repositories, and seed scripts for plan management, improving system extensibility.