AI Team member cards now explain where their knowledge comes from
Each card splits pages into shared company knowledge and the member's own sources, and says when a member reads only its selected sources or the whole…
Enhancement · AI ·
Each card splits pages into shared company knowledge and the member's own sources, and says when a member reads only its selected sources or the whole knowledge base, so different page counts between members make sense. The Company knowledge card on Rules now says plainly when nothing is shared yet, and members that have never had a knowledge check get a one-click Check gaps button.
October 2026 · Releases & improvements
Comments now stick to the element they were placed on · Finance KPIs now agree with the Finance dashboard
AI
- AI Team members now know who is calling
- Ask your AI Team members to do things on a call
- Give each sales member a goal, and see the sign-ups they bring in
- See your AI team member's booking link at a glance
- AI Team LinkedIn notes now follow the same structure as emails
- Open on an AI Team approval now goes straight to that item with its details
