Review Agent rules, subscription snapshots, reporting exports, account security and Dashboard improvements released in November.
Customer-facing changes available in November. Read linked guides for prerequisites and verification.
Choose how agents may act
Changed · Agent rules now offers Ask, Auto and Full. Ask waits for a person; Auto permits selected agent action types; Full permits admitted agent changes without individual approval, including supported budget raises and activation. Authorization, policy blocks and provider verification still apply. Configure Agent rules.
Export and verify audit evidence through REST
Added · Scoped Read Workspace keys can page through redacted audit events and check the current stored hash chain. Save prior heads separately when comparing snapshots: a valid current chain is not independent proof against tail deletion. Read export and verification limits.
Confirm email changes before switching access
Changed · Your current address and access stay active while a new address is pending. Password accounts confirm with their current password; accounts without one first approve the change from their current mailbox. Confirm the new address to finish. Change your email.
Replace idle write credentials
Changed · Workspace Write and legacy Admin keys unused for 90 days are revoked on their next authentication, including keys set to Never expire. Read and Management keys are outside this idle rule. Check key lifecycle.
Compare Campaigns and inspect Meta changes
Changed · Campaigns brings campaigns, ad sets and ads into one retained-data table with account-local date comparisons, on/off controls and daily-budget editing. Inventory metrics can also expose retained Meta activity with source and history-gap details. Provider observations and a changed display remain separate from verified action receipts. Use Campaigns and activity reads.
Read Stripe subscription revenue
Added · Connect a restricted read-only Stripe key to inspect a timestamped current-subscription snapshot, per-currency MRR, trials, past-due subscriptions and unknown amounts. Signed webhooks keep it current; this is separate from payment attribution and historical conversion import. The former history importer has been removed. Configure and interpret the snapshot.
Export journeys, channel costs and arrivals
Added · Read the existing scoped reporting evidence through JSON REST endpoints with a Read Workspace key. Preserve coverage, basis notes and missing values with the export. Use reporting exports.
Inspect ad-tag coverage
Added · Inventory reads expose Plainrouter tag states and retained seven-day spend coverage, with incomplete evidence kept unavailable. The checker does not modify ads or tags. Interpret coverage.
Save Dashboard views
Added · Create personal or shared Dashboard views and configure widgets when your role permits editing. Today keeps partial-day measurements visible; Meta Purchase cards use their separate daily comparison. Older Performance and Operations links redirect to Dashboard or Signals. Use saved views.
Choose one business conversion
Changed · Select one workspace conversion event, including Sign up or Demo booked. Changes require acknowledgment and password confirmation because they affect past and future reporting. Site installation, consent controls and the Server secret now live with Signals. Choose the conversion event.
Create keys without a calendar expiry
Added · Workspace and Management key creation supports Never under Expires. Revocation, role changes and other lifecycle checks still apply. Choose a key expiry.
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