Learning Centre
Everything you need to use Consultation Kelly — guides, answers to common questions and what changed in each release.
Release Notes
What changed, release by release.
Version 1.0
September 18, 2026
Engagement Results now support structured review from extraction through final, consistent Export Minutes and PDF documents.
Features
- Structured Context, Discussion, Decisions, Requirements, Planning and Follow-up results
- Focused Evidence, References and Incident sections for relevant engagement types
- AI suggestion, correction, rejection and authorised confirmation states
- Engagement-type-aware completeness status and Outstanding Information Requiring Review
- Draft-to-Final validation that blocks unresolved required information and confirmations
- Template Library Validation with Word/PDF evidence and visual-review records
Improvements
- Export Minutes and Export PDF now share completeness and outstanding-review guidance
- Background processing, queue monitoring and failed-job recovery are clearer
- Template diagnostics identify pending tags without exposing raw markers in customer documents
- Action ownership and re-analysis preservation rules are more reliable
Fixes
- Export Word terminology was consolidated into Export Minutes
- Speaker corrections and organisation branding remain consistent across generated outputs
Version 0.9
September 8, 2026
The Learning Centre arrives, bringing onboarding, contextual help and searchable guidance inside the product.
Features
- Learning Centre with getting started guides, FAQs and administrator topics
- Help & Learning button in the application header
- Searchable knowledge base with suggested searches
- First-time welcome guide on the Dashboard
- Contextual help panels on the Client Workspace, actions, risks and document screens
- Structured release notes and a What's New summary
Improvements
- Support contact details are now available in the product
Version 0.8
September 7, 2026
A single, organisation-aware workspace after sign-in.
Features
- Dashboard as the post-login landing page, driven by your organisation's data
- Open actions, recent documents and client summary sections
Improvements
- Navigation regrouped into Workspace, Public and Administration
- Client Records moved into the Workspace menu
- Roadmap aligned with what is actually built
Fixes
- Removed the customer-specific demo page and its sample data
- Pages no longer request data before sign-in completes
Version 0.7
September 4, 2026
Documents always generate, and the template library grows.
Features
- System template library with a default template per engagement type
- Template Gallery split into organisation templates and system defaults
Improvements
- Placeholders are classified and handled instead of left in the document
- Logos keep their original proportions in exports
Fixes
- Duplicated speaker names no longer appear in the minutes attendees list
- The engagement reference no longer appears on minutes
Version 0.6
September 2, 2026
Organisation branding and template-driven editable minutes.
Features
- Organisation branding: logo, colours, organisation code and footer text
- Export Minutes driven by uploaded templates
- Branding placeholders available inside templates
Improvements
- Branding applied across the sidebar, Dashboard and exports