Call outcomes you can open
When a call outcome such as "Quote sent" or "Signup link sent" has a link attached, you can now click the tag to open what was sent.
Enhancement · AI ·
When a call outcome such as "Quote sent" or "Signup link sent" has a link attached, you can now click the tag to open what was sent. The AI also stops marking a call as "Quote sent" or "Contract sent" when the caller was only promised one later, so these tags now show what actually happened.
October 2026 · Releases & improvements
Select several leads on the board and act on them at once · AI team members now know today's date
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
