Changelog

What's new in Optivise

A running log of what we've shipped — new capabilities, improvements, and fixes for Optivise and the Excel add-in.

v0.10.12

Better care for big, broken workbooks

Large models with thousands of errors, macro-driven logic, or work that outruns your credits — the assistant now handles all three with a lot more care. Nothing stops abruptly, nothing gets replaced silently, and error hunts that used to take many passes happen in one.

  • NewRun out of credits mid-task and the assistant now finishes cleanly — it tells you exactly what's done, what remains, and how to pick the work back up, instead of just stopping
  • NewThe assistant can map every error in your workbook in one pass — thousands of cascading #REF!s come back as a handful of ranges it then fixes systematically
  • ImprovedOn macro-enabled workbooks, the assistant tells you up front what it can't see, and never replaces macro-driven logic without asking you first
v0.10.11

A new model, and formulas you can click

GPT-5.6 Sol joins the model picker, and the assistant's answers got more navigable — every cell it mentions is now a link into your sheet.

  • NewGPT-5.6 Sol joins the model picker
  • NewCell references in the assistant's answers are clickable — jump straight to the cell
  • ImprovedWhen generated code hits a syntax error, the assistant now self-corrects faster
  • ImprovedThe context indicator now shows the model's true working window
v0.10.10

Formula Trace: see exactly how any formula works

Select any formula cell in the Excel add-in and open Formula Trace — every input is color-coded, clickable, and shown with its live value, next to a plain-English explanation of what the formula actually does. Lookups show the exact row they matched, and you can ask follow-up questions right in the panel.

  • NewTrace any formula: every input color-highlighted on the sheet, clickable, with live values
  • NewA plain-English explanation of each formula, and an Ask box for follow-up questions
  • NewVLOOKUP and INDEX+MATCH show exactly which row they matched and what they returned
  • NewAudit flags catch hardcoded numbers, blank inputs, and cross-sheet links — and walk an error back to its source
  • NewDrill into nested formulas in place, or follow them level by level
  • ImprovedThe trace stays live — edit an input and the panel refreshes in place
  • NewSign in to the add-in through your web browser with a one-time code
  • FixedVery large data imports could occasionally land in the sheet as a single corrupted row
v0.10.9

Pick a model per chat, and a cleaner approval step

You can now choose which model and effort level powers each individual chat, and set your own default in Settings. The card the assistant shows before making changes is cleaner and easier to read.

  • NewChoose the model and effort level for each chat, independently
  • NewSet your preferred default model and effort in Settings
  • ImprovedA cleaner, clearer approval card when the assistant asks before changing your sheet
  • ImprovedMore refined model and settings controls
v0.10.8

Long, complex jobs that don't drop

The Excel add-in now handles long-running requests far more gracefully — it keeps going through interruptions, recovers on its own, and lets you pick a run back up if it stops. Reviewing what changed is clearer too.

  • ImprovedLong agent runs no longer time out or get cut off partway through
  • NewIf a run is interrupted, you can resume it instead of starting over
  • ImprovedSee exactly what the assistant changed, laid out clearly
  • ImprovedA calmer review panel, and a dismissed task list stays dismissed
v0.10.7

A clearer view of what the assistant is doing

The assistant's activity is now easier to follow — you can watch the steps it takes as it works — and conversations hold together over longer sessions. We also smoothed out a few rough edges in chat.

  • ImprovedA redesigned activity view that honestly shows each step the assistant takes
  • ImprovedConversations can run longer without losing track of earlier context
  • FixedError messages are now clear and readable instead of raw technical text
  • FixedUploading several files in one request now works reliably
  • ImprovedSmoother chat: sensible limits on attachments, steadier auto-scroll, and tidier tooltips
v0.10.6

The assistant can see your Excel sheet

Your assistant can now take a visual look at your spreadsheet — reading charts, layout, and formatting the way you see them — so it understands far more than the raw cell values. We also tidied up how you manage chats and your account.

  • NewThe assistant can visually read your Excel sheet, including charts and formatting
  • ImprovedChat deletion and sign-out are now grouped sensibly under your account
  • FixedThe context indicator's tooltip now matches your light or dark theme
v0.10.5

More refined AI-generated pages

Pages the assistant builds from your work now follow a cleaner, more consistent visual design, and we smoothed out a handful of rough edges in the Excel chat.

  • ImprovedAI-generated web pages now follow a more refined, consistent visual design
  • FixedDragging a chart into a message inserts exactly one image, with no stray link
  • FixedFile cards in chat now show only your finished deliverables, not intermediate files
  • FixedA chart or multi-area selection no longer blanks out the spreadsheet context
v0.10.4

Clearer billing and plan changes

Your plan, pricing, and any scheduled changes now display accurately, so there are no surprises at checkout or renewal.

  • FixedPlan pricing always displays, even before every detail has finished loading
  • ImprovedAn upcoming plan change now appears in a clear banner ahead of time
  • FixedCredit calculations no longer carry tiny rounding errors
v0.10.3

Accessibility and polish across the app

We made Optivise easier to use with a screen reader, gave errors a proper home, and fixed buttons that previously did nothing.

  • ImprovedThe live chat log and sign-in fields now work properly with screen readers
  • NewFriendly, branded error and page-not-found screens
  • FixedButtons on the landing page that used to do nothing now work
v0.10.2

Clearer feedback when something goes wrong

When an action fails, you now get a readable message instead of a dead end — and the assistant's thinking stays visible while it works.

  • FixedSign-in and account-connection problems now surface a clear message instead of failing quietly
  • ImprovedIn-app notifications replace abrupt browser pop-up alerts
  • FixedA leftover tool-call placeholder no longer appears in your chat
  • ImprovedThe assistant's reasoning is now visible in the live product, not just in development
v0.10.1

More reliable invites and collaboration

Cleared up a handful of issues around team invites and file attachments that could leave things stuck.

  • FixedTeam invites and sub-team memberships no longer get stuck or display incorrectly
  • FixedFailed downloads, uploads, and connection attempts now show a clear error instead of failing silently
v0.10.0

More model choice: GPT-5.5 and your own ChatGPT

Beyond Opus 4.8 and Fable 5, you can now pick GPT-5.5 — or connect your existing ChatGPT subscription and run the assistant on your own plan.

  • NewGPT-5.5 is available in the model picker
  • NewConnect your ChatGPT subscription to power the assistant with your own quota
  • NewA Connectors tab in settings for managing your integrations
  • ImprovedThe assistant can now produce much longer responses without being cut off
  • FixedThe delete button removes just the active chat, not everything in the document
v0.9.3

Longer conversations and a context gauge

Conversations can now run much longer without losing the thread, and a new indicator shows how much of the assistant's working memory you're using.

  • NewA context gauge shows how full the conversation's memory is
  • ImprovedLong conversations are automatically summarized so you can keep going without starting over
  • ImprovedWriting large blocks of data into your sheet is faster and more reliable
v0.9.2

A more resilient add-in

The Excel add-in now recovers gracefully from hiccups — clearer errors, fewer dropped responses, and no more mysterious startup failures.

  • NewIn-app notifications and a safety net that keeps the add-in running if something errors
  • FixedResponses no longer get cut off or wiped out partway through
  • FixedOccasional errors when first opening the add-in are resolved
v0.9.1

A lower price on every AI request

We reduced the markup on AI usage, so each request now costs you fewer credits.

  • ImprovedLower cost per AI request
v0.9.0

Turn your work into a shareable web page

Ask the assistant to turn your analysis into a polished, shareable web page — then control exactly who sees it with passcodes, expiry dates, and one-click revoke.

  • NewGenerate a polished, shareable web page from your work, right inside the chat
  • NewProtect a shared page with a passcode, set an expiry date, or revoke access anytime
  • NewA link card in chat to copy, manage, and keep track of every page you publish
v0.8.6

A major security and privacy hardening pass

We completed a thorough, top-to-bottom security review and tightened how your data is stored, accessed, and shared.

  • ImprovedStronger protection for your account, files, and data across the platform
  • FixedDownloads of private files and image previews now work reliably
  • FixedFiles with non-English names, including Arabic, now upload and download correctly
v0.8.5

Edits survive tab switches in Excel on the web

Switching browser tabs while the assistant is working no longer causes edits to fail — it now waits and retries instead.

  • FixedAI edits no longer fail when you switch tabs in Excel on the web
v0.8.4

Read Word, PowerPoint, and OpenDocument files

Attach more than spreadsheets — the assistant can now read Word documents, PowerPoint decks, rich text, and OpenDocument files, and tells you clearly when a file could only be partly read.

  • NewSupport for Word, PowerPoint, RTF, and OpenDocument (.odt and .ods) files
  • ImprovedClear markers when a document could only be partially read
  • ImprovedFaster, more dependable extraction from large documents
v0.8.3

More thorough analysis and more reliable checkout

For complex requests, the assistant now double-checks its own work before answering — and we firmed up the subscription checkout flow.

  • NewThe assistant can verify its own results on complex tasks for greater accuracy
  • FixedSubscription checkout is more reliable, with safeguards against duplicate charges
v0.8.2

See exactly what the AI changed

Every AI edit is now easier to review, with clear labels that flag the changes needing your attention first.

  • ImprovedA clearer summary of AI changes that highlights what to review first
v0.8.1

Charts, copy, and history in the add-in

A round of fixes makes the Excel add-in feel more complete — charts render in chat, copy works, and your conversation history is saved.

  • FixedCharts now render inline in the chat
  • FixedCopy to clipboard works inside the Excel add-in
  • NewYour conversation history is saved per chat, so you can pick up where you left off
v0.8.0

Choose your AI model

Pick which model powers your assistant — Opus 4.8 for depth or Fable 5 for speed — and switch mid-conversation without losing context.

  • NewModel and effort picker, switchable mid-chat
  • ImprovedFaster, lower-cost responses through smarter caching
v0.7.5

Uploaded attachments reach the assistant

Files you attach to a message are now reliably included in what the assistant reads, and documents load more steadily.

  • FixedUploaded file attachments are correctly sent to the assistant
  • FixedDocuments load reliably once your session is confirmed
  • ImprovedA refreshed Optivise logo and navigation bar
v0.7.4

Your assistant can look at your spreadsheet

The assistant can now take a visual snapshot of your sheet — not just the data — to better understand its layout and formatting. Dialogs also respect your theme now.

  • NewThe assistant can visually capture and read your spreadsheet
  • FixedConfirmation and file-preview dialogs follow your light or dark theme
  • FixedNo more header jump when saving a file to your workspace
v0.7.3

A platform-wide security hardening pass

We addressed a set of security findings across the platform to keep your data and documents safer.

  • ImprovedHardened handling of uploaded documents against malformed files
  • ImprovedTightened the platform's overall security posture
v0.7.2

Tidier responses

Once the assistant finishes, the intermediate steps it took collapse automatically, leaving you with a clean final answer.

  • ImprovedIntermediate steps auto-collapse after a response completes
v0.7.1

Step-by-step install for Mac and Windows

Getting the Excel add-in running is now guided, with clear instructions for both Mac and Windows.

  • NewAn in-app install guide with Mac and Windows instructions
v0.7.0

Optivise launches as a Microsoft Excel add-in

Optivise now lives directly inside Excel — no separate app, no exporting and re-importing. Sign in once and the AI assistant sits in the task pane next to your live workbook.

  • NewNative Excel add-in that reads and writes your workbook directly
v0.6.1

Revert preserves formatting, plus quick feedback

The revert system now restores formatting along with your data, and you can send feedback on a response without leaving your work.

  • ImprovedReverting an AI change restores file formatting, not just cell values
  • NewSend feedback on the assistant's responses straight from the chat
v0.6.0

Voice mode

Talk to your assistant instead of typing — voice mode lets you dictate requests hands-free.

  • NewSpeak your requests with voice mode
v0.5.0

Every AI edit can be undone

Added a checkpoint system that records spreadsheet actions, including formatting, so any AI change can be reverted — not just cell values.

  • NewOne-click revert for AI-made formatting and edits, not just data
v0.4.0

The Command Palette

A fast way to ask for what you need — open the command palette, type a request, and let it run or escalate into a full chat when the task is bigger.

  • NewA command palette for quick, in-context requests
  • ImprovedSmart suggestions, live streaming, and auto-execute for common actions
v0.3.2

Live economic and market data, on demand

The assistant can now pull current economic and development figures — like interest rates, inflation, and country indicators — straight into your analysis.

  • NewOn-demand access to economic indicators and global development data
v0.3.1

Attach your documents to any chat

Bring your existing Optivise documents into a conversation with a built-in picker, and name new documents as you create them.

  • NewA document picker to attach your existing files to any chat
  • ImprovedName a document right when you create it
v0.3.0

Usage-based credits and streamlined billing

Pay only for what you actually use. We introduced a usage-based credit system and rebuilt billing so plans, upgrades, and credit top-ups all live in one place.

  • NewUsage-based credits — you're charged for what you use
  • NewBuy additional credits anytime from within the app
  • ImprovedA unified billing experience that shows your current plan
v0.2.1

A refreshed, consistent look

We rolled out a unified visual design across the entire app for a cleaner, more cohesive experience.

  • ImprovedA consistent, refreshed design across every screen
v0.2.0

Collaborate on documents with your team

Invite others to work in the same document, with proper authentication so the right people have the right access.

  • NewAuthenticated, multi-user document collaboration
v0.1.5

A cleaner chat panel and a reliable Stop button

We redesigned the chat panel with clearer status messages and made the Stop button reliably halt a response.

  • ImprovedA cleaner chat panel with clear, readable status messages
  • FixedThe Stop button now properly aborts a streaming response
  • FixedSmoother streaming text and no more editor layout jumps
v0.1.4

Custom AI rules and redesigned settings

Set your own standing instructions for the assistant, and manage everything from a redesigned settings dialog — including where the chat panel sits.

  • NewCustom AI rules the assistant follows on every request
  • ImprovedA redesigned settings dialog with a chat-panel position preference
v0.1.3

See your sources and your costs

Answers that draw on external data now show citation badges, and each conversation tracks what it costs you.

  • NewCitation badges that show where information came from
  • NewPer-conversation cost tracking
v0.1.2

A redesigned Documents page and Recent Files

Finding your work is faster with a redesigned Documents page and quick access to recent files from the sidebar.

  • ImprovedA redesigned, more compact Documents page
  • NewRecent Files in the sidebar for quick access
v0.1.1

Share any document with a public link

Generate a public link to share a document with anyone — no account required on their end.

  • NewPublic share links for documents
v0.1.0

Run several AI chats at once

Work on multiple things in parallel — Optivise now supports several concurrent AI conversations, each streaming live, with drag-and-drop file attachments.

  • NewMultiple concurrent AI chats, each streaming in real time
  • NewDrag-and-drop file attachments into a conversation
  • ImprovedA more responsive chat input with no typing lag