AI Team setup checklist now checks what each member knows
A team member who talks to customers now only counts as "Ready to work" once they have knowledge connected, and sales members also need a trained sales…
Enhancement · AI ·
A team member who talks to customers now only counts as "Ready to work" once they have knowledge connected, and sales members also need a trained sales playbook and an ideal customer. Anything missing shows on their card as a one-click fix, and your sales playbook now sits at the top of the Team tab.
October 2026 · Releases & improvements
Adding an Australian staff member now asks about award coverage on the pay · Ending a contract and reviewing leaving messages is easier now
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 member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
