Tod AI got smarter about who it’s working for this month, and a little more stable as well.
Here’s what’s new:
- Role-Based Access: Control what each person sees based on their role. Limit access to specific report pages, or narrow the underlying data so users only see the records that apply to them. Those same limits carry over to Tod, so he’ll never surface anything a user isn’t meant to see.
- Org Memory: Teach Tod what matters to your firm, not just you. Admins can store shared context – budget targets, KPI thresholds, internal policies. Tod will factor it into every analysis he runs for your team.
- Stability Improvements: We made a number of improvements to Tod’s stability and performance this release. If you run into anything, use the Feedback button in the top right to let us know.
We’re committed to constant improvement, regular updates, and providing real value to our clients.
