Early access status
- The product is live and usable in Test and Live for early-access customers.
- Documentation covers the full current surface: Book, Quotes, Commitments, and Workspace.
- Check Your situation to get started, or Troubleshooting if something does not behave as documented.
How to find what changed
- Product docs — the current behavior, updated as the product evolves.
- Accounts docs — portfolio and connected-Account changes.
- API reference — the live OpenAPI contract.
- Glossary — term changes as capabilities land.