FirstQuadrant can now remember important context from your sales conversations. When enabled, the system learns from your interactions and applies that knowledge to future communications, making your conversations more personalized and effective. This feature is currently in feature preview and can be enabled through Settings → Feature preview. Once activated, the AI will start building a memory of your sales interactions, helping you maintain consistent, contextual communication across all touchpoints.

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Improvements

  • Added a convenient copy-to-clipboard button for webhook URLs in import settings, making integration setup faster
  • Enhanced team collaboration with automatic email notifications when new members are invited to your workspace
  • Improved deal management with a tooltip that shows all associated contacts when you have more than four contacts on a deal
  • Added a quick access button to your Stripe subscription dashboard in billing settings for easier subscription management
  • Enhanced the trial activation popup with a loading indicator and clearer messaging for better user feedback
  • Updated terminology throughout member settings from “membership” to “team member” for clearer communication
  • Changed the “Archived” column label to “Inactive” in contact lists to better reflect contact status
  • Replaced the delete action with a reject action in the action bar, providing clearer options for handling tasks
  • Updated subscription labeling from “Subscription” to “Subscription status” in the customer actions view
  • Improved the responsiveness of overlay sheets on smaller screens with better width handling

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Fixes

  • Fixed an issue where the system would unnecessarily create follow-up tasks after meetings were already scheduled on the calendar
  • Removed outdated “Consumer webhooks” and “Deleted contacts” options from the settings menu
  • Resolved an issue where completed tasks would display incorrectly when subscription credits were zero
  • Fixed action management to properly handle approve and unapprove operations with the updated interface

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Behind the scenes

  • Integrated memory management infrastructure across the organization schema and database models
  • Added development-specific routes and event types for improved Inngest integration testing
  • Updated Stripe API version to 2025-06-30.basil and upgraded the package to version 18.3.0
  • Enhanced email processing logic to include recent contact activities for better context
  • Improved future activity retrieval for contacts to streamline CRM decision-making
  • Added automated email notifications for new team member invitations with personalized onboarding messages
  • Refactored contact identification logic by renaming mentionedContactIds to externalContactIds for clarity
  • Updated prompt IDs for fine-tuning autocomplete descriptions to improve accuracy
  • Added frontmatter to feature preview documentation for better organization
  • Introduced new queue event types for value creation scenarios in the contact enrichment process
  • Enhanced follow-up reasoning to check for future calendar events before creating tasks