Roadmap

Highlights of what we’re cooking

Actively being built

Onboarding Process Improvements V3

A set of improvements to the overall onboarding process.

Microsoft Outlook calendar integration

We want to build an integration with Microsoft Outlook for the calendar feature so that events can be scheduled and synced with Microsoft Outlook. Currently we have an integration with Google Calendar; we want to add Microsoft Outlook calendar as another option so that clients, when they configure the calendar feature, can choose either Google Calendar or Microsoft Outlook.

Inbox Improvements - Unified Communication Hub

Vision Create an inbox methodology that combines calls, voicemails, and SMS into a single, intelligent conversation view with AI-powered context.

Outbound AI Capabilities

Reimagine the smrtAgents outbound platform as a full workforce orchestration system where humans and AI agents collaborate as peers. It introduces a dynamic compliance and risk engine (replacing static automation), a pass infrastructure for seamless work movement between humans and agents, an expanded follow-up system driven by API/CRM/agent triggers, role-based agent configuration, and inbox UX enhancements

Unified Contacts Solution

Unified Contacts makes the existing Contacts app the one home for every contact — an additive build on the existing app which already handles multiple phone numbers, not a rebuild. Everything funnels into Contacts first; Contacts is the single identity store with no parallel DB, and every contact records the source it came from (CRM, Excel upload, webhook/manual, calls and texts).

Planned for the next release or two

Branded Caller ID

Branded Caller ID (BCID) is a feature that allows you to display your name, company name, and optionally a logo and call reason on the recipient's phone screen when making outbound calls. This is a premium add-on that enhances answer rates, eliminates "Spam Likely" flags, and builds trust with call recipients.

Numbers & Call Flows [Project]

Modernize smrtPhone's Numbers and Call Flows management into a unified, UX-friendly experience aligned with the Agentic Conversations Platform vision.

Coming in the next 6 months or so

smrtCast

smrtCast is smrtPhone’s built-in bulk text messaging tool, designed for quick, simple, and compliant outreach. Whether marketing, engaging customers, or following up with segmented lists, smrtCast allows high-volume SMS communication directly from your smrtPhone account.