Idea Capture
A new AI-powered Idea Capture flow in the chat widget lets visitors suggest features. Ideas are captured with structured summaries and linked to feedback for your product team.
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A new AI-powered Idea Capture flow in the chat widget lets visitors suggest features. Ideas are captured with structured summaries and linked to feedback for your product team.
New automation actions include create person, create company, create deal, convert lead to deal, set lead status, and send to Slack channel. Meeting booking triggers and form field conditions are also supported.
A new report page shows how your Feature Assists are performing with conversation analytics.
Person detail pages now include an AI-generated recap summarizing key interactions and status.
Data imports now show chunk-by-chunk progress so you can track exactly how far along your import is.
The lead-to-deal conversion flow has been redesigned as a full sheet with product selection and calendar integration.
You can now create and manage multiple sales pipelines with activity tracking across each one.
Products now support reorder, description fields, and an unsaved changes guard to prevent accidental data loss.
Company detail pages now feature an AI-generated recap alongside the existing deal recap.
Products now have a dedicated detail page with create and edit modes.