What's new in Upsellic — April and early May 2026

Two weeks ago we shipped the new widget templating system. Since then we've been busy with a number of things — each one too small to warrant its own blog post, but taken together they add up to a fairly chunky update. This one is for people who check the dashboard every few weeks and want to know what they missed.

No long intro — six areas, one paragraph each.

AI-assisted email inbox (beta)

The first genuinely new thing: a full-blown email inbox now lives inside the dashboard. Gmail-style three-column layout, a proper rich text editor (bold, links, lists, blockquotes), and — this is the part that matters — the assistant drafts an initial reply based on what the customer wrote. The AI knows your product catalogue, so when someone asks about availability, an alternative, or an order detail, the draft already contains links to the right products, a relevant article, or a tracking link.

This is a beta. It works, but we want to polish it alongside the first wave of users. If you run a shop where email still handles a meaningful share of customer contact and you'd like to try it out — let us know. We'll handle setup — connecting your inbox, configuring the first automation rules, and dialling in the tone of the AI replies. Just reach out and we'll take it from there.

The assistant finally understands the product the customer is looking at

A customer opens a product page, opens the chat, and asks "what colours does this come in?" Until recently the assistant only got the basics of that product — title, description, price, availability. Variants (colours, sizes, capacities) only made it into the prompt when the customer asked for a specific product by name and our semantic search found it. For the currently-viewed product — nothing. That gap is where hallucinations like "only available in white" came from.

We rebuilt that piece from scratch. The assistant now receives the full list of variants and colour options for the product the customer is currently viewing, with per-variant price, availability, and stock level for each option.

More granular permissions for bigger teams

Up until now, every team member in the Upsellic dashboard could see every shop attached to the account. For solo shop owners, that was fine. For agencies running several clients on the same account — definitely not.

We've introduced per-shop access. When you add a new team member, you can tick exactly which shops they get to see: conversations, reports, widget settings, imports. In the dashboard they only see what they have access to and they never come across data from another shop on the same account.

While we were at it, we tidied up the roles. Administrator accounts have full access, including managing integrations, feeds, and deleting resources. User accounts can handle day-to-day operations (chats, reports, content), but cannot manage integrations or modify and delete data. Proactive triggers are intentionally open to the User role — we want the person handling customer comms to experiment with how and when to engage customers, without having to ask an administrator to click anything.

A few gifts for Magento users

Our Magento 2.x integration is fresh (March), so we've been paying close attention to feedback from the first wave of users. Here's the list of improvements that shipped over the past few weeks:

Category exclusion at import time. In the integration settings you point at the categories you don't want in the assistant's catalogue (e.g. discontinued products, internal service items, clearance archive). The rest of the catalogue imports as usual.
Attribute-to-specification mapping. Magento exposes dozens of custom product attributes — capacity, material, warranty, country of origin. In the Upsellic panel you tick individual checkboxes for the ones you want to appear as product specifications, both in the widget and in the assistant's context.
Manual language selection for the feed. Multi-store Magento setups sometimes return data in an unpredictable order. You now state explicitly which language your source catalogue is in.
SEO-friendly product URLs. We used to store links in the canonical /catalog/product/view/id/X format. Technically that works, but some Magento frontend pieces (e.g. bundle configurators) expect the readable URL form. We now query GraphQL for the SEO rewrite on every import and store that instead of the raw entity ID — with a fallback to the canonical format so no link is ever empty.
Configurable product variants with individual stock. Each variant of a configurable product now imports separately, with its own SKU, stock level, and sale price. The assistant can recommend a specific size or colour with a "last one left" note instead of a bare "available".

And a small but welcome change that applies to every integration — an order tracking toggle. Until now order status lookup was on by default for every integration. Some shops don't want it exposed in the widget (e.g. because order handling happens through a different channel). You go into the integration settings — Shopify, BigCommerce, or Magento — and turn it on or off with a single click.

Tuning the system prompt for a specific shop

By default the assistant runs on system instructions tuned for a generic e-commerce shop. That works well around 90% of the time. The remaining 10% are shops with a very specific tone (premium retailers where words like "deal" and "promotion" don't fit), industry-specific terminology (electronics need precision, fashion boutiques run on emotion), or sector regulations (supplements, OTC pharma — anywhere you can't make medical claims).

We've added the ability to fully rewrite the system instructions for a specific client (separately for each shop). This isn't the standard "additional AI guidelines" field in the panel (that stays). It's about rewriting the main system instruction from scratch, when that's what's actually needed.

For that reason it's not an option you'll find in your own panel. If you feel your shop has requirements unusual enough that the default assistant behaviour isn't quite right — get in touch. We'll handle the tuning on our side: review a sample of your conversations, propose changes to the instructions, test on a staging environment, publish. At no extra cost — it's part of the support package.

Less visible changes that also shipped

A few smaller things worth mentioning:

The homepage went through a serious overhaul. It now leans more clearly into what Upsellic actually is — an AI customer service engine, not just another shop chatbot. The hero section embeds a live demo widget with a real conversation, so you can see how it looks within the first second.

The chat PDF export has been rewritten. Better formatting, cleaner layout, proper translations in all five panel languages. The export is useful when you need to paste a chat fragment into an internal report, or keep a record of a customer interaction.

The rating modal got a fresh coat of paint — colour-coded emojis instead of greyed-out icons, clearer distinction between satisfaction levels. A small thing, but customers click it more often.

In the background we've started rolling out Typesense — an open-source full-text search engine (think of it as a lighter alternative to Elasticsearch). We're pairing it with our existing semantic search to make product and content recommendations even more on-point — especially for mixed queries where the customer combines a specific model name with a description of what they want it for. The infrastructure is already up; the integration with the recommendation pipeline rolls out over the coming weeks.

Security. Over this period we've rolled out several patches related to published CVEs in libraries we use (including a fairly serious Next.js issue around access to internal resources). We track published vulnerabilities continuously and ship patches without waiting for regular release windows.

That's the lot. If you're already a customer and one of these changes is relevant to you — most of them turn on with a single click in the panel. If you haven't tried Upsellic yet, grab an account and see what it does on your catalogue. Fourteen days of full access, no card, 100 credits on the house.

Next update in early July.