> ## Documentation Index > Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt > Use this file to discover all available pages before exploring further. # Release Notes ## June 2026 ### New features #### Team management: Groups and automatic rules Manage who on your team can see which clients without sharing one record at a time. Create **Groups** and share households or contacts with the whole Group at once, then add **automatic rules** to share clients that match by **Owner** or **Tag**—including any future clients that match. See [Managing Teams](/guides/settings/members/managing-teams). #### Hazel Android app Record your in-person client meetings right from your phone and sync them automatically to Hazel. The Hazel app is available on iOS, and now on Android too. [Download from the Google Play Store](https://play.google.com/store/apps/details?id=ai.hazel\&hl=en_US) #### Get insights on every client meeting See how you ran the meeting, not just what was said. Hazel shows you your talk-to-listen ratio, the number of questions asked, and the sentiment of the conversation. Use it to give every client a better experience. ghts on every client meeting ## May 2026 ### New features #### File generation and polished reports available in chat We added file generation to Modes and Ask Hazel, so Hazel can produce downloadable files—like PDF reports—right from a Mode or a chat. See [Custom Modes](/guides/modes/custom-modes). Ask Hazel for a report—a tax analysis, a plan summary—and get back a clean, consistently formatted PDF with a uniform layout, charts, and disclaimers, ready to download right from the chat. See [Ask Hazel](/guides/ask-hazel-chat/overview). #### See where every tax number comes from Tax Mode dashboard cards now have a toggle that reveals the source and derivation of each figure—brackets, deductions, MAGI, Medicare, and more—so you can show clients exactly how a value was calculated. See [Tax Planning](/guides/modes/tax-mode). #### Improvements to in-person meetings Improvements to how the audio is captured, separated by speaker, and flows into the same notes, tasks, and analysis as your virtual meetings. See [Recording a meeting](/guides/meeting-assistant/recording-a-meeting). #### Improvements to meeting agendas and pre-meeting prep Hazel's meeting agendas are now more powerful—pulling in relevant context about the household, including account details from your custodian—and you can run pre-meeting prep with one click. See [Preparing for a meeting](/guides/meeting-assistant/preparing-for-a-meeting). ### Minor improvements * **iPhone photos accepted.** HEIC and HEIF images convert automatically on upload, so you can attach iPhone photos without a format error. * **Tasks filters that stick.** The Tasks view now remembers your filters between visits and lets you apply several at once. * **More reliable meeting recording.** Fewer duplicate or missed notetaker bots, and steadier post-meeting processing. ## April 2026 ### New features #### HubSpot integration Connect HubSpot to Hazel for a bidirectional sync of contacts, households, tasks, and notes. Updates flow instantly from Hazel to HubSpot, and HubSpot syncs back every 60 minutes—including a full historical backfill on first connect. See [HubSpot](/guides/integrations/crms/hub-spot). #### Redesigned Meeting Details A reworked meeting page brings the summary, agenda, and full transcript into one feed, with attendees up top, a cleaner tasks panel, and a one-click button to sync notes to your CRM. See [Recording a meeting](/guides/meeting-assistant/recording-a-meeting). #### Rich, interactive answers in chat Hazel can now answer with formatted, interactive components—tables, bar/line/pie charts, metric cards, and callouts—so the numbers and comparisons you ask for come back ready to read at a glance. See [Ask Hazel](/guides/ask-hazel-chat/overview). #### Sync a tax analysis to Salesforce When Hazel produces a tax analysis, push it into Salesforce with a single button—Hazel adds a note on the household and attaches the analysis PDF under the household's Files. Requires a connected Salesforce CRM. See [Tax Planning](/guides/modes/tax-mode). #### Compliance archiving with Hadrius Connect Hadrius from Settings to automatically archive your recorded meetings and transcripts for compliance, delivered after each meeting is analyzed. See [Integration settings](/guides/settings/integration-settings). ### Minor improvements * **Sharper meeting notes and transcripts.** Upgraded language and speech models make summaries read more naturally and in-person transcripts more accurate. * **Image documents supported in Tax Mode.** Drop in a photo or scan of a tax document and Hazel reads its figures into your analysis. * **Filter meetings by household.** The meetings list now has a household filter and shows participants as a column. * **Faster email lists.** Email views load noticeably faster and flag which messages have attachments. ## March 2026 ### Modes Create custom Modes that teach Hazel how you work. Set up your instructions, templates, and preferences once — then have them one click away in any new chat. Build a **Firm Coach Mode** so advisors can tap into firm best practices instantly or an **Estate Planning Specialist** **Mode** that produces a summary, asset distribution by scenario, and recommendations the moment you upload an estate plan. See the [overview](https://docs.hazel.ai/guides/modes/overview) or visit our [Modes prompt library](https://docs.hazel.ai/resources/prompt-library/modes) to see how other advisors are putting Modes to work. Screenshot 2026 04 03 At 1 18 41 PM ### **Tasks** You can now create, edit, and delete tasks from a dedicated Task view, or ask Hazel to create one for you in chat. For example: "Hey Hazel, create a high priority task due tomorrow to complete the ACAT for The Smith Family." This view is great for advisors that see a surge of clients per day or for firm managers that want a way to see what's been assigned and what's still pending for their team at a glance. Tasks ### **Tax Mode and Chat reliability improvements** In Tax Mode, federal income tax brackets now include an improved visualization for ordinary income. Screenshot 2026 04 03 At 2 05 25 PM We've also made chat more resilient. Hazel now displays a clear indicator when a conversation is getting too long, and automatically retries if our infrastructure is unavailable.