Roadmap

What we're building

Honest, public tracking of what's done, in progress, and planned. No vague “coming soon” — just a real list.

Shipped25 items

RAG knowledge base — document & URL ingestion

PDF upload + website scraping — knowledge base via dashboard UI

FAQ editor — manage FAQ entries per bot from the dashboard

Unanswered questions list — see every query the bot could not answer

Multi-bot dashboard — manage every client from one place

White-label client portal — your brand, not ours

PayFast (PKR) + Lemon Squeezy (USD) billing

Routing intelligence — per-bot model selection

Admin analytics — platform-wide usage visibility

Credit packs — buy more without upgrading

Embed widget — one script tag, live in minutes

Google OAuth + email/password auth

Client invitation flow — email invite to portal access

Document upload status indicators — step-by-step progress UI

Pre-conversation lead form — collect visitor info before chat opens

Human handoff — bot flags conversations when it expresses uncertainty

Enhanced conversation analytics — per-bot metrics and resolution rate

Sub-tenant credit management — per-org credit caps from admin panel

BYOK — bring your own LLM keys, encrypted at rest

Audit log viewer — searchable workspace action history

Deterministic RAG text cleaning — boilerplate removal, noise filtering before embedding

Selective page crawling — include/exclude URL path glob filters per crawl job

CSV / Excel product catalog import — Shopify and WooCommerce auto-detection

Product catalog overwrite — re-upload without duplicates, unique identifier column picker

Platform prompt editor — guidance card, example template, 3,000-character hard limit

In progress3 items

WordPress plugin

One-click install, no manual script pasting.

Weekly email digest for clients

Summary of conversations and new leads delivered to client inboxes every Monday.

Team seats

Invite colleagues to your workspace with role-based access controls.

Planned4 items

Custom portal subdomain

Serve your client portal from portal.youragency.com instead of app.octively.com.

API access and webhooks

Programmatic access to bots, conversations, and leads. Push events to Zapier, n8n, or your own endpoint.

Mobile app

iOS and Android app for managing bots and reviewing leads on the go.

Self-hosted option

Run Octively on your own infrastructure for regulated or on-prem Enterprise deployments.

Have a feature request?

Talk to us directly. Most of what's on this list came from developer feedback.