AI Team members now know who is calling
When you call one of your AI Team members from the app, they now know your name, your workspace and your local time, and talk to you as a colleague instead of…
Enhancement · AI ·
When you call one of your AI Team members from the app, they now know your name, your workspace and your local time, and talk to you as a colleague instead of a customer. In-app calls also follow the same call-quality rules as phone calls, so replies stay short and never repeat the greeting.
October 2026 · Releases & improvements
Finance KPIs now use posted ledger balances for receivables and payables · Pipelines that wait for your Save
AI
- 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 member cards now explain where their knowledge comes from
- 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
