AI suggestions

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Improvements

• Workspace and campaign actions now reflect your onboarding status, unlocking relevant features as you complete each stage.
• Contact activity feeds now prioritize relevant suggested contacts and prevent duplicate suggestions for clearer task management.
• Suggestions for adding or activating contacts now provide descriptive context and precise button actions (“Add to FirstQuadrant,” “Ignore,” or “Done”).
• Inactive contacts or those who re-engage automatically prompt you to reconnect, ensuring no valuable lead slips by.
• Enhanced labeling in the CRM for activity tasks, including a new “Decided to do nothing” option when closing tasks.
• Advanced settings in calendar and mailbox forms are now organized in intuitive accordion panels for easy discovery and management.
• Page headings throughout the app now include helpful descriptions and direct links to related documentation for easier self-serve help.
• The “customers” route and link are now available in admin views, improving navigation for workspace management.
• Updated activity editor clearly distinguishes when items are “Created” versus “Updated,” making record tracking more intuitive.
• Contact activity logs now include richer detail for stale deals and property updates, with improved tagging and descriptions.
• Organization search and list filters are now more flexible, letting you pinpoint records by company name, nickname, or website.

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Fixes

• Fixed an issue where CRM activity statuses could be misreported during upsert operations; now, statuses like “SKIPPED” are set correctly for archived contacts.
• Updated follow-up email logic to include subject and body fields in a structured way, leading to more reliable follow-up tracking.
• Resolved inconsistencies in activity status display and ensured accurate status messaging throughout the task panels.
• Activity state checks for archived records are more robust, preventing tasks from appearing on the wrong records.
• Improved duplicate prevention across suggestion tasks, so no more being prompted twice for the same contact or archived lead.
• Updated label for “Suggested unarchive” to “Suggested activation” to make actions clearer and easier to understand in the CRM.
• Various minor UI enhancements, including smoother transitions in onboarding, button styling fixes, and clearer error feedback in activity and import forms.

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Behind the scenes

• Introduced new task types like SUGGESTED_IMPORT, SUGGESTED_UNARCHIVE, and NOTHING_REVIEW, together with updated backend routes and schema migrations to support their processing and display.
• Contact synchronization logic is now more efficient, supporting pagination, smarter date range handling, and excluded internal contacts for better data quality and performance.
• Improved support for external integrations, including conditional sync options and environment-based retry logic for development efficiency.
• Enhanced activity and CRM data retrieval: unified queries, richer detail extraction (cc, mentioned, labels), and optimized sorting for recent activities.
• Extended test coverage, refactored legacy forms and logic, and added Vitest-based unit test support for robust automated QA.
• Organization model and enrichment logic updated with advanced filtering, standardized slug creation, and better internal attribute tracking.
• Backend and sync infrastructure refactored for performance—now using concurrent operations, improved error handling, and granular auditing of background tasks.
• Database migrations and schema updates to efficiently track suggestions, daily limits, note events, and advanced contact enrichment fields.
• Upgraded key dependencies and infrastructure components (Next.js, package management, CI workflows) for improved reliability, maintainability, and developer experience.
• Automated documentation and changelog workflows updated for richer, clearer release notes and product docs.