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v0.3.0

v0.3.0 — February 2026

messaging sms contacts agents calls dashboard

v0.3.0 is the biggest Loquent release to date — 31 merged PRs delivering SMS messaging, deep contact intelligence, an AI-powered instruction builder, and major call handling improvements. Every part of the platform got meaningfully better.

SMS Messaging

Loquent now handles text messages alongside voice calls — all in one place.

Messaging page with contact list on the left and a feed on the right showing call cards and SMS bubbles grouped by date

  • Unified communication feed — a new /messaging view shows every SMS and call with a contact in a single chronological feed, organized by date
  • Chat-style bubbles — outbound messages appear right-aligned in amber, inbound messages left-aligned, so conversations feel natural to read
  • Compose bar — send an SMS directly from the feed without leaving the conversation
  • Inline call cards — phone calls appear in the same feed as messages, with collapsible transcription and AI analysis sections

Filter bar showing All, Calls, and Messages tabs with Messages selected, displaying SMS bubbles grouped by date

  • Filter bar — switch between All, Calls, and Messages to focus on what matters
  • Inbound & outbound SMS — Twilio Event Streams powers real-time inbound delivery; delivery status updates (sent, delivered, failed) arrive automatically
  • Built to extend — the messaging architecture is channel-agnostic; WhatsApp, Facebook Messenger, and email are planned as future channels

Contact Intelligence

Contacts are no longer just a name and a phone number. Loquent now builds a living picture of every caller.

CRM-Style Contact View

The contact detail page is now a full three-column CRM interface.

Contact Details page with three columns: left sidebar showing avatar, tags, and phone numbers; center timeline showing calls and notes; right panel showing notes

  • Left sidebar — contact avatar, inline name editing, quick actions (call, email, note), tag management, and phone/email CRUD with preferred indicators
  • Center activity timeline — unified feed of calls, notes, and todos with date-grouped collapsible sections

Activity timeline filter bar showing All, Calls, Notes, and Todos tabs above a date-grouped list of activity cards

  • Filter bar — switch between All, Calls, Notes, and Todos to focus on specific activity types
  • Right panel — Notes and Todos tabs with inline note creation supporting markdown
  • Responsive — stacks vertically on mobile, restores to a full grid on desktop

Contact Memory

Contact Details page showing a Contact Memory note in the activity timeline and the right panel listing the contact's name, business, and preferences

  • Persistent memory across calls — after each call, the AI writes a structured interaction note (Summary, Key Points, Next Steps) to the contact record
  • Evolving system memory — a single AI-maintained memory note is synthesized from all past interactions and injected into the agent’s context before every call, so the agent always knows who it’s talking to
  • Visible memory notes — the system note appears in the contact’s notes list, labeled “Contact Memory”, pinned to the top

Contact Tags

Contact Details left sidebar showing three color-coded tags — New Lead, Follow-up Needed, and Appointment Scheduled — below the contact name with an Add Tag button

  • Tag library — create color-coded tags for your organization and assign them to any contact
  • AI auto-tagging — after each call, the AI automatically applies relevant tags, suggests new categories, and flags outdated ones; results are recorded as a timeline note for a full audit trail

Contacts list with the Tags dropdown open showing color-coded tags — New Lead is checked and the list shows one matching contact

  • Tag filtering — filter the contact list by one or more tags from a compact multi-select dropdown

Contact Notes

Notes panel showing AI Agent and Contact Memory notes in the timeline, with the right panel listing recent notes including a structured call summary

  • Free-text notes — add, edit, and delete notes on any contact; only the author can edit their own notes
  • Markdown rendering — notes support full markdown with syntax highlighting
  • Labeled and sorted — AI-authored notes are labeled “AI Agent”; interaction notes are sorted chronologically

AI Agent Configuration

AI Instruction Builder

Writing agent instructions just got a lot easier.

Agent Instructions section showing a text area prompting the user to describe their agent in plain language and a Generate Instructions button below it

  • Generate from description — describe what your agent should do in plain language and get a full, structured prompt generated by AI

Instruction Builder showing formatted agent instructions in a preview pane with an AI toolbar below containing Improve, Make concise, Improve tone, Add examples, Fix issues, Strengthen safety, Add personality, Enhance with org data, and Custom edit buttons

  • AI editing toolbar — eight one-click refinement actions: Improve, Make Concise, Improve Tone, Add Examples, Fix Issues, Strengthen Safety, Add Personality, and Enhance with Org Data
  • Custom edits — free-text field for specific changes: “make it more formal”, “remove the upsell section”

Instruction Builder with Show changes active, showing Current and Original tabs above the instructions pane and the AI toolbar with a Revert button at the bottom

  • Diff view — compare the current version against the original with a tabbed Current / Original view, so you always know what changed
  • Undo — revert any AI edit instantly if it’s not what you wanted

Organization Profile

Organization profile settings page with fields for business name, industry, timezone, address, description, website, phone, email, and business hours

  • Profile form — business name, industry, timezone, address, description, website, phone, email, and business hours stored per organization
  • AI instruction integration — “Enhance with org data” weaves your real profile data into agent instructions so prompts reference your actual business

Tool Configuration

Tools section on the Agent Details page showing Transfer Call, Lookup Caller, and Query Knowledge each with a checkmark indicating they are enabled, and a Transfer numbers subsection with an Add button

  • Per-agent tool settings — enable or disable each tool (transfer call, lookup caller, query knowledge) per agent, with configurable settings per tool

Call Handling

Agent Details page showing the Tools section with Transfer Call enabled and a Transfer numbers sub-section with a configured number

  • Cold call transfer — agents can hand off an active call to a human phone number mid-conversation; the caller’s experience is seamless, caller ID shows the Loquent number
  • End call tool — agents can hang up programmatically, with audio completion detection to ensure the farewell finishes playing before the call ends
  • Proper call status lifecycle — calls are created as in-progress and transitioned to completed when the call ends, not after transcription; duration is captured from the Twilio recording callback

Dashboard & Analytics

Dashboard page showing Total Calls, Avg Duration, Pending Todos, and Active Contacts metric cards at the top, a Call Activity bar chart below, and a Call Heatmap

  • Time range filtering — filter Dashboard and Call History by Today, Yesterday, Last 7/30/90 Days, All Time, or a custom date range

Date range picker open showing preset options: Today, Yesterday, Last 7 Days with a checkmark, Last 30 Days, Last 90 Days, All Time, and a Custom Range section with start and end date inputs

  • Popover date picker — a unified picker with preset options, active checkmarks, and an always-visible custom date range section
  • Smart bucketing — the activity chart adapts its time granularity (hourly / daily / monthly) based on the selected range

UI/UX

  • Inline save confirmation — form fields show a brief “Saved ✓” indicator after saving; no full-page reload
  • Phone number friendly names — assign human-readable labels to your owned phone numbers; labels appear throughout the app with the raw number as a fallback
  • Contact list improvements — server-side search, sort (recently added / name A-Z), tag filtering, and pagination

Infrastructure & Reliability

  • B-tree indexes — added indexes on org_id, FK columns, status, and hot-path lookup columns across all major tables for consistent query performance
  • .unwrap() elimination — all remaining .unwrap() calls in production handlers replaced with proper error propagation
  • Zero compiler warnings — clean compilation across all targets
  • Docker optimizations — reduced image size with multi-stage builds; seed data is skipped in schema-only build mode