Q4 2024
Smarter draft email and follow-up scheduling
Week 52, 2024 — December 23 to December 29
Drafting and managing follow-up emails is now smarter and more intuitive than ever. You can now schedule draft replies with precise follow-up dates directly from your contact activities and campaign sequences. The enhanced interface displays upcoming follow-up dates for each draft, allowing you to confidently plan your outreach and never miss a beat with prospects. These improvements ensure your draft and follow-up emails are always correctly sequenced and tracked, saving you time and reducing the risk of double emails or missed follow-ups.
Improvements
- Updated campaign and contact activities to clearly display follow-up dates for all draft emails, providing better tracking and visibility.
- The sequence generation process for campaigns now intelligently links follow-up emails, so sequences are handled more effectively.
- Conversation history formatting has been enhanced in email generation, giving more context to email content and improving personalization.
- Confirmation prompts and clearer error messages have been added when attempting to start a campaign without all required steps or connections.
- Activity and task editing forms across the app now handle values more predictably, ensuring smoother editing and fewer surprises.
- Calendar event processing now includes participant checks to avoid processing empty events, resulting in cleaner records and improved performance.
- Conversation and email displays provide clearer feedback when no data is available, improving the messaging experience.
Fixes
- Improved the accuracy of follow-up scheduling logic to avoid sending duplicate or incorrectly timed emails.
- Fixed UI quirks to provide clearer information when no emails or events are synced in your workspace.
- Enhanced error handling and logging in contact activity and event workflows to surface actionable feedback and prevent silent failures.
- Activity and email status checks now provide better guidance and formatting, reducing confusion and misclassification in CRM workflows.
Behind the scenes
- Added new schema fields and backend logic for draft emails, including follow-up relationships and scheduling for reliable email sequencing.
- Refactored and streamlined event processing for emails and calendar events, optimizing concurrency and removing obsolete code.
- Improved contact enrichment by adding logic to infer and retrieve organization details and enrich contact names and nicknames for smarter automation.
- Migrated all legacy “rules” logic to the new “fine-tuning” framework across the backend, simplifying schema and improving maintainability.
- Enhanced all campaign and activity associations in the database by consolidating legacy “run” references into activity-based relationships for cleaner data and simpler queries.
- Redesigned file import API to support more robust idempotency, clearer progress management, and smoother UI integration.
- Updated processing flows for calendar events, emails, and activities to provide detailed logs, improve reliability, and better associate actions with organizations.
- Optimized pagination and synchronization logic for CRM connections and contact data for higher integrity and performance.
- Improved type safety, data fetching, and state handling in forms and queries for more maintainable and consistent behavior throughout the platform.
- Removed deprecated schemas and refactored backend code for calendar events, tasks, and email processing to boost clarity and efficiency.
- Upgraded and clarified types and schemas throughout the API to support the new fine-tuning, activity, and contact enrichment logic.
- Enhanced debug logging and error tracking across event and activity processing pipelines to support faster development and more robust end-user experiences.