Changelog

Vergio now gives decisions, recurring rules, usage, and connections a clearer place in your workspace.

What this means for you

• Approvals shows what needs a decision. Review pending approvals and exceptions, handle several items together, and open recent activity when you need the full trail.
• Automation owns recurring rules. Create bounded rules in Suggest or Execute mode, with action and spend limits that stay visible. Revoking a rule stops future actions.
• Billing reads like a register. See your balance, funding controls, recurring usage, and a clear history of charges, refunds, and net spend in one place.
• Integrations follows the way you connect. Applications holds app connections. API & MCP groups API keys, agent setup, per-key usage, the Vergio skill, and published playbooks.
• Navigation stays out of the way. The sidebar can collapse and remembers your choice, pending approvals carry a visible count, and the main workspace pages share the same compact header.

See Approvals and automation, Billing and wallet, and API keys.

Your target-account workspace is now The Shortlist, built around the accounts worth opening first.

What this means for you

• A ranked list within your funded watch. Coverage shows how many matched accounts your funded capacity includes, and each row leads with its rank and the evidence that earned its place.
• Movement you can trust. A simple wire shows when an account is new, heating up, or cooling down by comparing its real position with the previous list.
• The case opens when you need it. Select an account to see Opportunity, Momentum, Confidence, the observed gaps, and the evidence timeline without loading every account up front.
• Unknown stays unknown. If a result is still warming up or cannot be read, Vergio says so instead of showing an empty list or a made-up score.
• Notifications remember your last visit. The notification center now shows how many items arrived since you last opened it, and the unread signal clears only after that visit is recorded.

See Target accounts and Notifications.

Three safeguards make it safer to keep working as your Shortlist changes.

What this means for you

• A ready report is never prepared twice. Accounts that already have a ready Growth Report are excluded from Prepare reports and Focus, including the price shown before you confirm. You keep the report you already paid for without another charge.
• Your records survive a changing Shortlist. If an account leaves the current Shortlist, its owned deals, contacts, notes, and activity remain available. Vergio labels the account as outside the current list and does not claim a current score or status for it.
• Outreach is no longer limited to Shortlist rows. In an admitted pilot workspace, you can enroll any account your workspace can access, including from an account or deal page. The same access check runs again when you enroll.

See Growth reports, Pipeline, and Outreach Studio.

Winning the deal is the start of the relationship, not the end of the signal. Client Watch keeps Vergio's monitoring on the stores you already serve and turns it into retention material you can put in front of a client.

What this means for you

• One question at the right moment. When a deal moves to won, Vergio asks: keep watching this store as a client? The exact monthly amount is shown before anything changes, and declining is remembered so you are never asked twice.
• Retention risk flags. Deterministic rules over the same confirmed change events you already get: a cluster of negative changes, a lost capability that never came back, or momentum that went quiet on a previously active store. Every flag cites its evidence. Broken collection is never shown as "no risk": if sensing is degraded, the risk state is unknown and says so.
• A monthly client brief. Each client store gets a stored, immutable evidence brief for the month: what changed, collection health with last-known-good ages, risk flags, and three prepared actions (QBR talking points, a retention check-in draft, an expansion note). You personalize and send through your own channel; Vergio sends nothing.
• Agent-ready from day one. Four new capability pairs on REST and MCP (get_client_watches, add_client_watches, remove_client_watches, get_client_watch_brief), the published Client Watch playbook, and a docs page, all inside the public capability parity statement.
• Simple pricing. $2.00 per client store per month from your wallet, pro-rata, cancel anytime with a pro-rata refund. A client watch is a strict superset of the $1.00 self-directed watch: the same monitoring plus the flags, briefs, and prepared actions.

Client Watch is built from first-party watch sensing only. It never reads mailbox content.

Your own AI agent can now adopt Vergio in minutes, with the same capabilities our own tooling uses.

What this means for you

• Install the Vergio skill anywhere. Download SKILL.md or read the skill guide. It teaches any MCP client the Vergio workflow, the permission boundary, and how to record the decisions your team makes.
• Run the Monday Opportunity Briefing. The first published playbook turns your managed watch into a weekly briefing: what entered, what exited, source health, and the next actions worth your attention. It is also available as a machine readable manifest that declares its tools, scopes, risk levels, and expected spend up front.
• New read tools for agents. Your agent can read the managed watch contract and health, page through watch events with honest freshness states, fetch the weekly truth receipt, check funded runway, and poll a report request to completion instead of retrying blindly.
• A public parity promise. The capability parity statement is generated from a recurring audit: every capability our published playbooks use is reachable with an appropriately scoped customer key. No private tools, data, or prices for our own agent, and the audit blocks any release that would break that promise.

Vergio pricing now uses one wallet instead of plans and trials. You can see your balance, usage, and prices in Billing.

What this means for you

• $10 free credit to start. Your starter credit is ready when you sign up and expires after 30 days.
• Simple usage prices. Managed watch capacity costs $1.25 per slot-month, each watched store costs $1.00 per store-month, and each Growth Report costs $6.50.
• Fund from $10. Add the amount you need, starting at $10. Tax is added at checkout where applicable.
• Earn 5% with a commitment. An optional monthly commitment adds a flat 5% bonus that does not expire.
• No seats and no tiers. Your team uses the same wallet and the same prices.

Outreach Studio now shows up for everyone, even before your workspace can send.

What this means for you

• See where Outreach fits. The Outreach Studio link, along with the enroll actions on Target accounts, an account page, and a deal, are visible for every workspace now, not just pilot accounts.
• Request access with one click. If your workspace is not yet in the pilot, you will see a coming-soon preview with a Request pilot access button. Click it once and we are notified; a second click just confirms your request is already in.
• Pilot accounts can go further. The small group already piloting Outreach Studio can connect a mailbox, build cadences, and enroll accounts as usual.

See Outreach Studio for the full pilot note.

What this means for you

• Pipeline opens on a triage list. Deals group into Overdue, No next step, and On track, in that order, so you always see what needs attention first. Pick a stage tab, filter, or sort and you get one flat list instead, exactly as you set it.
• Keyboard triage in Pipeline. J/K move down the list, Enter opens a deal, E opens a quick editor to set the next step without leaving the list, and X selects a row for a bulk action.
• Board, still there. The kanban board is one click away on desktop; on a phone you always get the list, and your choice is remembered.
• Growth reports now match what you actually sell. Set your services in Company settings and every report scores the store against that service: CRO and paid media, SEO, email and SMS, subscriptions, creative, or brand. Non-CRO reports skip the invented percentage and lead with the specific fixes that service would make.
• Promotion codes at checkout. Monthly plans now have a promo code field at checkout.

See Pipeline, Growth reports, and Billing and credits.

Two changes focused on keeping your workspace secure and your data choices clear.

What this means for you

• Removing a teammate disconnects their mailbox. When you remove someone from your workspace, any Gmail mailbox they had connected for Outreach Studio is disconnected at the same time, so their access stops immediately.
• A clear path to delete your data. Our privacy policy now spells out exactly how to request deletion of your account and everything attached to it, including connected-mailbox credentials and sent-message copies.

We rethought the page around one question: who do you contact today, why, and what do you send them.

What this means for you

• Act now, then Warming. When you have both, your confirmed, hottest-fit accounts sit in their own band above the rest of the queue.
• Momentum on every row. A sparkline and this week's score change sit right next to why the store surfaced, so you can see who is heating up without opening anything.
• One click for the full picture. Click a row to open its breakdown in a side panel (a bottom sheet on mobile): Fit, Intent, the evidence behind the score, and whether its Growth Report is ready, with Save and Not a fit right there.
• Keyboard triage. Use J/K or the arrow keys to move down the queue, Enter to open a row, E to add it to a cadence, and X to mark it not a fit.
• Filters at a glance. All, New, Discovery, and Not a fit sit in one row with a live count on each, so you can switch views with a click.

See Target accounts.

Your list stays current without a reload, and there is a faster way to hand a prospect proof.

What this means for you

• Scores update while you watch. Leave Target accounts open and a row's in-market score refreshes on its own as fresh evidence lands, no reload needed.
• Click any score for the full story. Every score across the app now opens a "why this score" peek: the leading signals with dates, a short fit and intent summary, and a trend line. A score still settling carries a Needs confirmation flag.
• Share a snapshot. Open an account and click Share snapshot for a one-image summary in your agency's brand, the store's headline score, and its top evidence, ready for a deck or email. Download it as a PNG or copy it straight to your clipboard.
• Search does more. From the search panel (⌘K), a matching account now lets you add it to Pipeline, generate its report, or share its snapshot without leaving the page you are on.

See Target accounts and Accounts and evidence.

Vergio's packaging just got simpler and your list got faster to work.

What this means for you

• Opportunity Streams. What we called an ICP list is now an Opportunity Stream: a separate target segment with its own live list of your top qualified accounts. Run one motion or several, each staying focused on its own verticals and markets.
• One simple meter. Instead of a per-list fresh-account budget, every plan now has one pooled monthly budget of new opportunities. Any store your workspace sees for the first time counts once, including your first list. Returning accounts never count twice.
• Instant replacement. Work an account, save it, or mark it not a fit, and the next best match takes its slot in seconds, drawn from a fresh ranking. Prefer to hold your slots while you are away? Switch to manual reveal mode in Settings and reveal on your schedule.
• Add capacity your way. Add an Opportunity Stream for a new segment, top up with an opportunity pack when a week runs hot, or turn on auto-expand so you never hard-stop at your cap.
• New Scale plan. For agencies running several segments across the team: more streams, a bigger monthly budget, and priority processing. Every trial runs the Growth experience, and you can move to Scale whenever you are ready.

Nothing you have saved changes: your accounts, reports, notes, deals, and activity all carry over.

Finding a store or jumping to another part of the app now works the same way everywhere.

What this means for you

• One search panel, not a separate field. Click Search stores, run actions in the top bar (or the search icon on mobile) to open a quick-search panel. Type a store domain to run a store check, or type a page name to jump there.
• Same shortcut as before. Press ⌘K (or Ctrl+K on Windows) from anywhere in the app to open it instantly.

See Store check.

Your home screen works differently now, and we gave it a name that matches.

What this means for you

• Target accounts, not a weekly list. The dashboard is renamed Target accounts. It shows the same ranked accounts and tiers as before, but now updates on an ongoing basis, so a strong new signal can surface a store within minutes instead of waiting for the next weekly rebuild.
• New stat cards. The top of the page now shows Strong matches, New this week, Median in-market, and Fresh evidence (matches whose lead evidence was confirmed in the last 7 days).
• Honest empty states. If you have not set an ICP yet, if your first list is still being built, or if nothing currently clears the match bar, Target accounts tells you plainly instead of showing a padded or misleading list.
• Discovery experiment rows are labeled. A rare test match outside your usual ranking now always carries a clear Discovery experiment label and neutral styling, and it is never automatically enrolled in outreach.
• Your Monday email still arrives as a recap of what changed, but the list itself no longer waits for it.

See Target accounts.

Store checks now read like a verdict. For workspaces admitted to the Outreach pilot, Outreach also shows what is working at a glance.

What this means for you

• Your store check gets a grade. Run a check and the card leads with a letter grade (A+ down to D), an estimated conversion upside range, and how the store stands against the peers we monitor in its vertical. Below that, six scored sections (speed, checkout, AI visibility, email, social proof, and acquisition) show exactly which checks are in place and which are gaps.
• Pilot workspaces get an Outreach dashboard. The Outreach home shows people enrolled, emails sent, replies, and your reply rate, each with a 7-day trend, plus which motions are in flight and what needs your attention.
• Pilot teammates send from their own inbox. Each admitted teammate connects their own Gmail, and connected mailboxes are managed in one place under Settings. If one disconnects, its cadences pause and resume when it reconnects.
• Pilot workspaces get a sharper cadence builder. Use Insert variable to browse every merge token with a live example, preview an email against a real account from your list, and generate the optional AI line on demand to see it before you send.

See Store check and Outreach Studio.

Your Pipeline now works the way you do: move deals by dragging, and let real replies start deals for you.

What this means for you

• Drag deals across a board. The Deals view opens on a board with a column per stage. Drag a card to move a deal's stage. Dropping onto Won confirms the win and turns the account into a customer; dropping onto Lost asks why. Prefer the grid? Switch to Table and your choice sticks.
• Deals start from real conversations. Sending or logging an email no longer creates a deal. When a prospect genuinely replies, Vergio opens a deal in Discovery for you (or adds the reply to the open deal), so your Pipeline only holds real opportunities.
• A cleaner account page. Each account now leads with a key facts strip (vertical, open deals, pipeline value, contacts, last activity, recent signals) and a side rail to create a deal, enroll the store, or view its report in one click.

See Pipeline, Outreach Studio, and Accounts and evidence.

Connecting Claude to Vergio no longer means creating and pasting a key. You sign in once and approve access, and Vergio's tools appear in Claude.

What this means for you

• No key to manage in Claude. In Claude Desktop, on the web, or in Claude Code, open Settings > Connectors, choose Add custom connector, and paste https://vergio.ai/api/mcp. Sign in, approve access, and you are connected, with nothing to copy or rotate.
• Access follows your workspace and role. Every active member can read accounts and record outcomes, deals, contacts, and outreach; managing event notifications stays limited to owners and admins. Remove the connector any time to revoke access.
• Keys still work everywhere else. Cursor, Codex, and your own scripts keep using a Vergio API key, which also works for the REST API.

See MCP.

Your own tools and AI agents can now do more than read Vergio. They can run your pipeline end to end and be notified the moment it moves.

What this means for you

• Manage deals from anywhere. Create and update deals, move them through stages, and add notes, through the REST API or an AI assistant over MCP. What you record shows up in your Pipeline just like a change you made by hand.
• Keep contacts in sync. Add, update, and find the people behind an account, and set an account's status to prospect, customer, churned, or not a fit.
• Get event notifications. Register your own URL and Vergio calls it when a deal is created, updated, or moved, or a contact is added. Every call is signed so you can confirm it came from us, and failed deliveries retry on their own.

Set the scopes you want when you create a key on the Integrations page. See REST API, MCP, and API keys.

You can now reach us and shape what we build next from inside Vergio, and follow every case in one place.

What this means for you

• Get help where you work. Click the help icon in the top bar and choose Contact support. Vergio checks the docs for an instant answer first, so simple questions are solved on the spot. If it does not help, your message becomes a ticket with one click.
• Report a bug or request a feature. Tell us what is broken or what you want next. Bug reports remember the page you were on, so we can act without a back-and-forth.
• A Support page that tracks everything. Open Support from your avatar menu to see your tickets and feedback and where each one stands. Owners and admins see the whole workspace's cases.
• Replies thread by email. We answer from your inbox, and replying to that email adds to the same conversation in the app.
• Hear back when your idea ships. When a feature you asked for goes live, we email you and add a notification, only once it is genuinely working for you.

There is now a help button in the top bar, so you can find an answer without leaving your work.

What this means for you

• Help without leaving the app. Click the help icon in the top bar to open a panel, search the guides, and read an article in place.
• Suggestions for the page you are on. The panel offers articles that match where you are, with popular guides as a fallback.
• A full documentation site. Browse every guide, the changelog, and the API and MCP reference at vergio.ai/docs.

Settings are now split in two: Company settings for what applies to your whole workspace, and a new Personal settings page for what only affects you.

What this means for you

• A personal settings page. Open it from your avatar menu in the top right. Set your profile photo and display name, pick a Light, Dark, or System theme, and manage your own email preferences.
• Manage your own security. Change your password and sign out of other devices from the Security section.
• Members get control too. You no longer need workspace-manage access to update your own profile or turn off your personal copy of the Monday digest.

We rebuilt the pricing page and the in-app Billing page so it is easier to see what you are on and what you can add.

What this means for you

• One clear plan comparison. The pricing page now uses one consistent card for every plan and a single compare table, so you can scan the differences at a glance.
• Add capacity without guessing. You can now add extra Opportunity Streams directly from Billing using a simple stepper, and the page shows exactly how many you are using.
• Your usage, in one card. The Current plan and usage card gathers your plan, your new-opportunities meter, and your report balances in one place.

We made growth reports more dependable, so the report you asked for turns up without you having to chase it.

What this means for you

• More reports finish on the first try. Report generation is steadier, so you wait less and retry less.
• No more silent gaps. If a report is briefly held up while we are busy, we email you to say it is on the way. It finishes and arrives on its own once capacity returns.
• Your credit is always safe. If a held-up report cannot finish, or it cannot meet the quality bar, your credit refunds itself automatically and we tell you why.

When you run a Store check in the app on a store we are not already watching, we now start following it in the background.

What this means for you

• Interest becomes coverage. The stores you care enough to check start being watched, so they can surface on your weekly list later if they match your ICP and go in-market.
• Nothing extra to do. This happens quietly after your check. Your check result is unchanged.
• Your list still stays yours. A checked store only appears on your weekly list if it fits your ICP and shows real buying intent.

The Store check got a richer result card, so a single check tells you more before you commit to a full report.

What this means for you

• More honest review counts. The check reads a store's real review coverage across the common review apps, and shows the company rating when it is available.
• A 9-point growth checklist. The result card marks each growth lever as present, a gap, or unknown, so you can see the opportunities at a glance.
• Category context. You see the store's vertical, country, and an estimated sales band, so a score has something to sit against.
• Same card everywhere. The public free check and your in-app Store check now show the same result card.

The Check a store box in the top bar now suggests known stores as you type.

What this means for you

• Type ahead. Start typing a store name or domain and the top three matches appear, each with its favicon, vertical, and country.
• Jump straight there. Click a suggestion (or use the arrow keys and press Enter) to go straight to that store's check.
• Nothing changes if you prefer to paste. Paste a full URL and press Enter as before, and the check runs on exactly what you typed.