Test mode is easier to find on AI Team
Each agent card now has a More menu that opens test mode directly, so you can try an agent on real records without hunting for the tab.
Enhancement · AI ·
Each agent card now has a More menu that opens test mode directly, so you can try an agent on real records without hunting for the tab. Less frequent actions (one-on-one, duplicate, save as template, delete) moved into the same menu to keep the cards tidy.
October 2026 · Releases & improvements
Adding staff now starts in the right currency and makes clear where the · Text alignment options stay open while you try them
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
