Improvements
- Choose whether to process a new contact as you create it, with a clear toggle in the new contact dialog and success messages that reflect your choice.
- Import settings now include an option to process imported contacts, row counts for pending/unqualified/qualified entries, and a confirmation dialog that estimates AI credit usage before you start.
- Imports are simpler: only the email column is required to proceed, with clearer guidance for common mapping scenarios.
- Bulk action controls add Approve, Unapprove, and Regenerate options (with confirmation), plus an Enrich action for on-demand enrichment; layouts are cleaner and more responsive.
- Context panel employment management is easier with quick switching between multiple roles, a streamlined popover for options, and better handling of company associations.
- Properties are cleaner and faster to manage: irrelevant fields are hidden when appropriate, edits show success toasts, and the UI refreshes immediately.
- Action tags are clearer with new labels and colors for “Reply now,” “Follow-ups,” and “Reply later.”
- Links in email drafts, email views, calendar event activities, and chat now open in a new tab for easier navigation.
- Deleting a task now takes you to a sensible next screen, reducing extra clicks.
- Tables show sorting only on truly sortable columns, avoiding confusion.
- You’ll now see clear notifications if your organization exceeds AI credit limits.
- The customer actions view displays each account’s trial end date for better subscription visibility.
- Contact activity skeletons have refined spacing and a more compact progress bar for a cleaner look.
- Activity guidance text has been improved for clearer next steps.
Fixes
- Email subjects now compare correctly even when “Re:” is present, so changed subjects display as expected.
- Fixed email parsing errors when messages had no real subject line (“Insert a subject line” no longer causes issues).
- The date selector in the new activity dialog stays anchored and no longer jumps on smaller screens.
- Removed duplicate activities in action suggestions by reliably identifying items across activity types.
- Property updates work reliably across multiselect, boolean, number, and date-time fields, and “UNKNOWN” values are ignored where appropriate.
- Opening a deleted or merged contact now behaves correctly, redirecting to the live merged record or showing a clear message.
- Calendar event cards always show a readable organizer fallback when the contact isn’t available.
- Bulk action bars no longer get hidden behind other elements.
- Marketing changelog links and slugs have been updated for consistency and accuracy.
Behind the scenes
- Upgraded the AI stack to use GPT-5 for many tasks with simplified prompt parameters and better control, plus improved detection of mentioned contacts in email threads.
- Added a confidence parameter to prompts across campaigns, communication, and CRM to support more nuanced decision-making; removed legacy “reasoning effort” flags.
- Introduced smart contact deduplication as a background job, a new summary field on contacts, and a service to summarize conversation history.
- Set up background processing for calendar events that classifies sales-related meetings and writes actionable tasks and metadata.
- Added organization sync tasks on updates and subscription changes to keep account data aligned across systems.
- Built foundational support for bulk email enrichment via a new enrichment service and usage tracking, including environment configuration.
- Standardized schemas to use null-friendly fields for due dates and deal pipeline attributes, reducing edge-case errors.
- Streamlined CRM task creation with clearer fallback steps and richer context (memory, connection, related activities) for action processors.
- Improved activity shaping by adding stable item IDs and deduplication during prompt assembly.
- Hardened property enrichment and update logic across data types for more consistent writes.
- Tightened import processing around visit timestamps and UTM parameters to avoid duplicates and exclude unknown values.
- Optimized merge logic and activity logging for merged contacts; excluded enrichment-only activity types from usage calculations.
- Enhanced subscription tracking with start and trial end fields, plus automated notes when trials end to support timely follow-up.
- Polished UI infrastructure with a custom markdown renderer for consistent link behavior and minor layout refinements.