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Guided Report Creation Flow

Feature Status: Live

Impact Level: Medium

30 Sep 2025

All new reporting experience for Customer Agent

Feature Status: Live

Impact Level: Medium

30 Sep 2025

Customer Agent Prompt Recommendations

Feature Status: In beta

Impact Level: Medium

30 Sep 2025

Association actions now support the Lead object

Feature Status: Live

Impact Level: Low

30 Sep 2025

Improved Organization and Search for Data Variables in Workflows

Feature Status: In beta

Impact Level: Low

30 Sep 2025

Customer agent now handles all your front office conversations with Agent Goals & Lead Qualification

Feature Status: In beta

Impact Level: Low

24 Sep 2025

Project Templates

Feature Status: In development

Impact Level: Medium

24 Sep 2025

Task Dependencies for Projects

Feature Status: In development

Impact Level: Medium

24 Sep 2025

Generate calculated property formulas with AI

Feature Status: Live

Impact Level: Medium

23 Sep 2025

Dynamic Country Code Selection For Phone Number Validation Workflows

Feature Status: Live

Impact Level: Low

23 Sep 2025

Search for workflow triggers by assets

Feature Status: Live

Impact Level: Low

23 Sep 2025

Create Custom Rules to Manage Duplicate Records

Feature Status: In beta

Impact Level: Low

10 Sep 2025