AI Support Agent v6.0.4

Release Date: August 26, 2026 Tags: ASSISTANT, ADMIN, COMPLIANCE, MOBILE

Overview

The assistant can now point an operator at the investment compliance screen, which is the one place a particular question has an answer. When an operator asks why a customer cannot open an investment plan, the answer is on that screen and nowhere else — and the list it shows is not always the list it enforces, because a territory unblocked without the risk statement being accepted is stored and not applied. An operator sent to the plans screen instead would find nothing wrong there.

The assistant itself is unchanged in what it can do. It reads the screen with the investment read permission; saving and accepting the statement are gated separately and resolved server-side, so naming the path to somebody holding only the read permission tells them nothing they could not already see.

For operators publishing an app: the support assistant stays available on mobile and is deliberately not behind a licence attestation. It answers questions about an account the customer already has. Requires Core v6.7.2.

Update Instructions

pnpm updator

Restart the backend. There is no database change and no configuration.

Added

The assistant knows where investment compliance lives

• Added Finance → Investment → Compliance to the admin screens the assistant can walk an operator to, with what it holds: which territories may open a fixed-return plan, which of them are actually being enforced, and who accepted responsibility for offering the product where it is unblocked.

Changed

The assistant is available on mobile without an attestation

• Changed the module manifest to offer the support assistant to native app clients, deliberately ungated by licence attestation. A licence to offer financial services has nothing to say about whether somebody may be told why their withdrawal is pending — and gating it would take help away from exactly the customers most likely to be confused about why a module vanished.
• The AI Investment half of this add-on is a different product on a different licence and is refused to native clients outright.