Smarter, Faster Accounts, Chats, Front and Center + 6 more
Includes Smarter, Faster Accounts; Chats, Front and Center; See the Full Picture with “Others” and “None” in Chat Clusters; and 5 more updates.
87 posts tagged with "Workflows"
View All TagsNovember 2025
October 2025
A new, chat-first homepage, “Threads” are now “Chats” + 4 more
Includes A new, chat-first homepage; “Threads” are now “Chats”; Chat search has a new home; and 3 more updates.
AI Chat now offers precise quantification and account breakdowns, Smarter Thread focus by tag + 3 more
Includes AI Chat now offers precise quantification and account breakdowns; Smarter Thread focus by tag; Assign tags to all highlights in a Job’s focus; and 2 more updates.
September 2025
Configure AI prompts directly in Automations, Smarter, more accurate tagging
Includes Configure AI prompts directly in Automations; Smarter, more accurate tagging.
August 2025
Settings indicate now which tags are assigned by Jobs, Highlight Search suggests now the tagor option + 1 more
Includes Settings indicate now which tags are assigned by Jobs; Highlight Search suggests now the tagor option; Threads more predictably narrow down on tags and dates.
User-Selectable Data Sources, Faster Suggest Search + 4 more
Includes User-Selectable Data Sources; Faster Suggest Search; CSV Highlight Upload Supports More File Encodings; and 3 more updates.
A full Automation engine lands in NEXT, Natural-language date focus in Threads + 3 more
Includes A full Automation engine lands in NEXT; Natural-language date focus in Threads; CSV upload API: massively faster & more scalable; and 2 more updates.
July 2025
Assistants are now more process oriented, Users can now triangulate their NEXT data with the web + 5 more
Includes Assistants are now more process oriented; Users can now triangulate their NEXT data with the web; Threads can now pull data from Confluence; and 4 more updates.
Configure Scheduled Automation Run Time, Jobs Can Now Focus on Account Fields + 2 more
Includes Configure Scheduled Automation Run Time; Jobs Can Now Focus on Account Fields; See Type of Tagging in the Overview; and 1 more update.
June 2025
Highlights at a Glance, Threads Just a Click Away + 2 more
Includes Highlights at a Glance; Threads Just a Click Away; Ratings in CSV Uploads; and 1 more update.