Improvements
- Task forms and activity feeds now show detailed reasoning for suggested or AI-generated actions, improving transparency in outreach recommendations.
- Action tags and CRM activity lists display new trigger icons and classification badges, letting you visually scan for follow-up steps, reminders, and automated rules at a glance.
- Pipeline and deal management have been upgraded: stages and pipelines now support titles and rich description fields to help your team document key steps and intentions for every opportunity.
- Stage and pipeline managers can now add meaningful descriptions from a streamlined, upgraded “New Pipeline” workflow.
- Creating or editing deals now supports new input fields for deal values, including validation for financial tracking, helping teams better forecast and prioritize.
- Campaign and sequence management workflows now surface direct links and details about connected campaigns, making navigation and reporting easier for multi-step outreach.
- Improved user interface feedback: disabling form fields and buttons during processing to prevent accidental changes and streamline bulk approval actions.
- Clearer email action options and updated labels on follow-up actions improve overall workflow understanding.
Fixes
- CRM activity logs and sequence tasks now display confirmation steps and reminders only where appropriate, reducing clutter and mislabeling.
- Activity lists handle draft, completed, and in-progress statuses more accurately, ensuring up-to-date context for every contact.
- Email draft management now correctly syncs action updates, avoiding issues where actions appeared out of date after campaign step changes.
- Improved processing of AI-driven follow-up and reminder steps, reducing issues stemming from missing company details or out-of-sync sequences.
Behind the scenes
- Major database and schema enhancements: introduced new fields and structure for tasks, actions, notes, runs, pipelines, and deals, dramatically improving the granularity and flexibility of backend data tracking.
- Replaced and expanded the logic around task and run association, including clearer status handling (e.g., DRAFT, COMPLETED, SUPERCEDED) to better support automation and reporting.
- Added new fields—such as
activityId,run,description,title,reasoning, and value fields—for advanced relationships between tasks, activities, campaigns, and deals. - Improved run management, making the relationship between tasks, runs, and contacts more robust and automatic, ensuring data consistency and better resource handling.
- Enhanced task and note processing with advanced event logging, processing results, and clearer error and reasoning feedback for developers.
- Upgraded routes and API endpoints to surface more context in campaign, task, pipeline, and deal data retrievals.
- Refactored numerous backend modules and validation systems for better clarity, type safety, and maintainability.
- Updated numerous dependencies—such as Prisma, React, Next.js, and OpenAI packages—for stronger performance, security, and compatibility.
- Improved internal README documentation, gitignore settings, and codebase structure for easier development and onboarding.
- Deprecated and renamed various action types and internal identifiers to better reflect their purpose in task automation logic.
- Enhanced error handling and logging, especially during sequence, follow-up, and enrichment workflows for both contacts and companies.