Smarter account manager suggestions
Your AI account manager now only suggests check-ins, upgrades and new features for customers who actually use the product, works through your biggest accounts…
Enhancement · AI ·
Your AI account manager now only suggests check-ins, upgrades and new features for customers who actually use the product, works through your biggest accounts first, and says why in each suggestion (for example how many people are active and when they were last emailed). AI team approvals also no longer appear twice in Catch Up.
October 2026 · Releases & improvements
Train your AI sales team in minutes · Screen readers now announce workbook actions on the Sheets 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 member cards now explain where their knowledge comes from
- AI Team LinkedIn notes now follow the same structure as emails
