New Features
Task Dependencies & Cascade SchedulingYou can now define dependency relationships between tasks — mark a task as blocked by another, and Statisfy will automatically cascade start and due dates when a blocker’s timeline changes. Dependencies are also supported in project templates, so new projects inherit the same structure. A visual dependency indicator on the task detail page makes it easy to see what’s blocking progress.System Agent CatalogBrowse and discover pre-built system agents from a new catalog in Agent Studio. The catalog is organized into two sections — system agents and your custom agents — making it easier to find and deploy the right automation.Activity Type Filtering in AutomationsAutomation triggers in Agent Studio now support filtering by activity type (meetings, support cases, surveys, Slack messages, etc.) and selecting specific activities to process, giving you more precise control over which events fire your workflows.AI-Powered Action ButtonsStella now surfaces contextual action buttons — smart, AI-generated calls to action based on what’s happening with your accounts. These appear inline as you browse, helping you take the right next step without having to ask.Email Domain Verification for AutomationsOutbound email automations now verify that the sender’s email domain is properly configured before allowing the flow to run, preventing delivery failures from misconfigured domains.Gainsight Product Usage AggregationGainsight product usage data can now be grouped and aggregated using configurable settings, giving you flexibility in how usage metrics are rolled up across your customer base.Improvements
- Stella: expanded object filtering — Stella can now filter across more standard objects beyond accounts, including opportunities, contacts, tasks, and custom objects.
- Stella: cleaner table output — Tables generated by Stella now use a lighter, less bold visual style for better readability.
- Stella: mention improvements — Fixed issues with @My Book mentions in Stella, and removed account mention suggestions from account pages where they were redundant.
- Stella: always-visible tools — The Stella tools dropdown and action buttons are now always visible in the input bar, making it easier to discover available actions.
- Faster cross-entity filters — Queries that filter across related entities (e.g., filtering accounts by opportunity fields) are now significantly faster, preventing timeouts on large datasets.
- Tags in task bulk edit — You can now add or remove tags when bulk editing tasks from the task table.
- Dynamic CSV import matching — The CSV import wizard now lets you choose which field to match records against, instead of being limited to a fixed set of identifiers.
- Tenant visibility in product usage — Product usage data and the AI context widget now display which tenant the data belongs to, improving clarity for multi-tenant environments.
- Object Manager: editable pill options — You can now edit the display options for pill-style fields directly in the Object Manager.
- HIL approvals redesign — Human-in-the-loop approval steps have an updated, more user-friendly interface.
- Integrations page tabs — The integrations settings page now uses consistent tab styling matching the rest of the settings experience.
- Configurable Slack notification accounts — You can now configure which account types trigger Slack notifications.
- Task automation selector — A new Task Selector component is available in Agent Studio for building task-based automations.
Bug Fixes
- Fixed CSV import custom fields not being written or updated correctly in certain configurations.
- Fixed CSV upload failing when the file content type didn’t match the expected format.
- Fixed a regression where task cascade scheduling could incorrectly propagate dates.
- Fixed activity deletion failing when the activity had tasks with dependencies.
- Fixed deleted accounts still appearing in global search results.
- Fixed accounts and contacts with incorrect customer types appearing in filtered views.
- Fixed opportunity list not sorting correctly by account name or owner name.
- Fixed account sorting not working correctly on the tasks page.
- Fixed task page sorting and pagination breaking beyond the second page.
- Fixed Netsuite data imports failing for records missing required metadata.
- Fixed health score overrides not reflecting immediately after saving.
- Fixed edge cases when removing or changing a task’s project assignment.
- Fixed Gainsight product usage syncs using incorrect dates for aggregated data.
- Fixed currency values not mapping correctly in certain configurations.
- Fixed email templates not catching unresolved merge tags before sending.
- Fixed renewal date batch updates failing silently on corrupted records.
- Fixed Salesforce sync not properly handling invalid record references.
- Fixed Gainsight data pulls running out of memory on very large datasets.
- Fixed customer list sorting failing when the sort field had no value.
- Fixed custom objects view returning outdated custom field values instead of the latest version.
- Fixed sticky note text being hard to read in dark theme.
- Fixed automation error messages not displaying clearly when the API returned an error.
- Fixed Slack settings page theming issues and bot-absent channel visibility.
New Features
CSV ImportYou can now import data directly into Statisfy using CSV files. A step-by-step wizard guides you through mapping columns, and you can track past imports from the new import history view on your integrations page.Slack Self-Serve SetupYou can now connect your Slack workspace to Statisfy without needing to contact support. The new setup flow lets you validate your connection, refresh channel lists, and filter out bots — all from your integrations settings. Your first Slack connection is automatically set as the default.Stella Chat RedesignStella’s chat experience has been rebuilt with real-time streaming, step-by-step explanations of how she thinks through answers, and a collapsible timeline that shows you exactly what she’s working on — including actions she performs (like web searches and file creation), file generation, and ongoing background tasks.Gainsight Surveys and Product UsageYou can now pull survey responses and product usage data from Gainsight into Statisfy, giving you a more complete picture of customer engagement and sentiment.Salesforce Support Case ConfigurationYou can now configure how Salesforce support cases are mapped and synced from directly within Statisfy, without needing to modify settings in Salesforce.Custom Objects BrowserYou can now view and explore your custom objects and their data sources from a dedicated section in the platform.Reporting- Dashboard filters — You can now add filters to your reporting dashboards, letting you narrow down data across all widgets at once without editing individual reports.
- Per-column value formatting — You can now set formatting (currency, percent, compact number) on individual columns in table widgets, giving you precise control over how your data is displayed.
- Fiscal year configuration — You can now configure fiscal year settings directly in your report widgets to align date-based analysis with your organization’s fiscal calendar.
Improvements
- Faster task lists — Your task tables now load significantly faster and efficiently load more results as you scroll, especially for large lists.
- Formula field visibility — Formula fields now display a distinct icon in the object manager, making them easier to identify at a glance.
- Multiple sort in reports — You can now sort report results by more than one column at a time for more flexible data analysis.
- Meeting recaps in Salesforce — Stella’s meeting recaps are now automatically pushed as task comments in Salesforce, keeping your CRM up to date.
- Contact custom fields — Custom field components now support the contact entity type, giving you more flexibility in how you organize contact data.
- Create Opportunity automation — A new Create Opportunity action is available in Agent Studio for building sales workflow automations.
- Dashboard layout — Reporting dashboard layouts now render more reliably across different screen sizes.
- Reporting: widget type confirmation — The report widget editor now shows a confirmation dialog when you change a widget’s type, preventing accidental loss of your configuration.
- Faster report queries — Reports that combine data from multiple sources now load faster, especially for large datasets.
- Improved summaries — Stella’s account summaries now focus on customer-relevant details and exclude internal development information.
Bug Fixes
- Fixed an issue where sticky note text in Agent Studio was invisible when using light theme.
- Fixed survey analytics charts not displaying correctly in light theme.
- Fixed a scrolling issue on the activity meetings page.
- Fixed account owner sorting not working correctly in list views.
- Fixed segment audience filters not resolving account lookup fields properly.
- Fixed an issue where the checkbox column in tables could be accidentally sorted.
- Fixed Gong call recordings not syncing to Salesforce when the recording end time was missing.
- Fixed Stella sometimes failing to load the correct account on the account page.
- Fixed Slack OAuth setup failing in certain configurations.
- Fixed the customer list not refreshing after Stella updated custom fields in Agent Studio.
- Fixed contact field mappings losing their values during a round-trip save.
- Fixed an error when loading segment values for certain field types.
- Fixed Slack message references getting out of order after pruning.
- Fixed an issue where ARR delta sync could produce incorrect values.
- Fixed Gainsight field validation incorrectly blocking valid configurations.
- Fixed currency values displaying incorrectly in certain report widgets.
- Fixed some columns not appearing in chart, metric, and pie report widgets.
New Features
Knowledge Base- Webpage Sources — You can now add web pages as a source for your knowledge base datasets. Statisfy crawls the page content and makes it available for Stella and your automations to reference.
- Dataset Refresh — You can now refresh your knowledge base datasets to pull in the latest data from connected sources, keeping your AI-powered responses up to date.
Improvements
- Percent ratio fields — You can now create and use percent ratio fields across your accounts, contacts, and custom objects, with full support in filtering, sorting, and reporting.
- Opportunity modal enhancements — The opportunity detail modal now syncs with your browser URL, making it easy to share direct links. A reset button lets you quickly discard unsaved changes.
- Custom merge tags in emails — The email builder now includes a merge tag picker modal, making it easier to insert dynamic fields into your outbound emails.
- Gainsight activity details — Gainsight activities now display subtypes and include an HTML transcript viewer, so you can review full conversation details directly in Statisfy.
- Stella in Slack — Stella now uses her full reasoning capabilities when responding to questions in Slack, giving you higher-quality answers without leaving your chat workflow.
- Improved entity table defaults — Filtering and sorting are now enabled by default on entity tables, so you can immediately organize and find the data you need.
- Email DNS settings — Your email DNS configuration page now defaults to the most common DKIM selector and provides clearer setup instructions.
- Salesforce contact fields — You can now configure which additional contact fields sync from Salesforce, giving you more control over the data that flows into Statisfy.
- Product usage health — Product usage health scores now include additional metric types for a more comprehensive health assessment.
- Account field editability — Account fields like name, ARR, type, and renewal date are now correctly locked when account creation is disabled for your organization.
- Smarter Stella tools — Stella now uses your actual opportunity stages, types, and support ticket statuses when answering queries, giving you more accurate and relevant responses.
- Faster page loads — Several pages across the platform load noticeably faster, including large account, people, and opportunity lists.
Bug Fixes
- Fixed the opportunity page crashing when scrolling through large lists and the name column occasionally disappearing.
- Fixed the account overview widget not displaying correctly in certain configurations.
- Fixed the Stella send button being hidden when composing longer prompts.
- Fixed renewal and expansion rate calculations failing when certain fields had no data.
- Fixed renewal date updates being applied when they should have been skipped based on your configuration.
- Fixed survey drafts being saved twice when creating a new draft.
- Fixed custom object field sync timestamps not updating correctly.
- Fixed filtering by health reason on entity tables not returning correct results.
- Fixed text list filters on entity tables not matching correctly.
- Fixed prospect accounts being incorrectly classified as customers during incremental syncs.
- Fixed Gainsight manual activities missing their raw data.
- Fixed the opportunity table rows flickering when changing filters or columns.
- Fixed quarterly date filters not including the yearly date window option.
- Fixed some tasks not appearing in task details due to a processing limit.
- Fixed theming and data accuracy issues on shared and embedded pages.
New Features
Video ClippingYou can now create and share short clips from your meeting recordings. Select a time range in any recording, save it as a clip, and share it with your team via a unique link — perfect for highlighting key customer moments without watching the full meeting.Stella AI ComponentThe Stella AI component in Agent Studio → Automations has been significantly upgraded:- Citations — Stella now includes source citations in her responses. When she references specific data or activities, you’ll see linked citations so you can verify the information and jump straight to the underlying records. Enable the Citations toggle on the component to activate.
- Extended Thinking — A new Extended Thinking toggle enables deeper analysis on complex queries. It’s enabled by default and can be turned off per component for faster, lighter responses.
- Web Search — A new Web Search toggle lets Stella search the web for additional context when answering queries. Disabled by default — enable it on any Stella component where external information would be helpful.
- Smarter defaults — Stella now uses an upgraded reasoning mode by default for higher-quality responses. Custom agents also start with the full Stella toolkit, giving your automations access to the same capabilities as the built-in Stella agent.
Improvements
- Faster opportunity page — Your opportunity list now loads significantly faster with server-side pagination, even for large portfolios.
- Faster renewal pipeline — The renewal pipeline waterfall and timeline views now load faster with pagination and optimized data processing.
- Faster customer and people lists — Customer and people lists load noticeably faster, even with thousands of records.
- Agent Studio playground for all flows — You can now test headless (non-chat) automations directly in the Agent Studio playground, not just chat-based flows.
- User selector in Agent Studio — A new User Selector component lets you reference team members in your automation flows.
- Activity URL in automations — Automation triggers now expose the activity URL, so downstream actions can link directly to the source activity.
- HubSpot transcript sync — Meeting transcripts can now sync upstream to HubSpot as engagement records, keeping your CRM conversations up to date.
- Gainsight product usage — You can now pull product usage data from Gainsight into Statisfy for a more complete view of customer engagement.
- Gainsight activity improvements — Gainsight activity ingestion now handles more activity types, has better data quality, and offers more flexible configuration options.
- Integration health monitoring — All integrations now automatically detect expired or revoked credentials and flag them in your settings, so you know immediately when reconnection is needed.
- Email validation — Outbound emails now include address format validation before sending, catching invalid addresses before delivery is attempted.
- Custom field filtering — Filtering by multiple custom field conditions across different fields now returns more accurate results.
- Salesforce account filter — Your Salesforce account filter now supports subqueries for more advanced filtering logic.
- Reporting — Filters on joined tables now produce more accurate results, and widget configurations correctly detect all available columns.
Bug Fixes
- Fixed dashboard and accounts pages flickering during loading.
- Fixed the sidebar incorrectly highlighting “Activity” when you’re on the Activity Report page.
- Fixed the field edit modal not closing when navigating to the formula editor.
- Fixed mixed-case emails causing duplicate or mismatched contact records.
- Fixed shared views showing the wrong permission level in the list views API.
- Fixed Gainsight manual activities not being processed correctly.
- Fixed the account type field missing from entity detail pages.
- Fixed custom field values on opportunities incorrectly appearing as editable when they are read-only.
- Fixed task titles not being saved in some creation paths.
- Fixed formula fields querying the wrong data source in certain configurations.
- Fixed automation execution status not updating correctly for paused and human-in-the-loop steps.
- Fixed account CSV exports not respecting your active filters.
New Features
Formula EditorYou can now create calculated and derived fields with a new visual formula editor. It includes autocomplete for fields and functions, a searchable field picker for quickly browsing available data, cross-object configuration, rollup and time-calculation modes with minute-level granularity, and a live preview so you can verify results before saving. Formula fields are available on all entity types that support them.Agent Studio- Guided Workflow Builder — You can now build automations with a guided approach. A chatbot assistant walks you through configuring workflows step by step, making it easier to create automations without starting from a blank canvas.
- Pre-built Agent Component — You can now embed ready-made AI agents directly into your automations. Select from available agents and wire them into your workflow without configuring prompts from scratch.
- Sleep / Pause component — A new Sleep component lets you pause an automation for a configurable duration before continuing, useful for time-delayed follow-ups and retry logic.
- Chatbot on empty canvas — The Agent Studio canvas now shows a chatbot button when empty, so you can jump straight into guided automation building.
- SQL editor mode with AI assistant — You can now write custom SQL queries directly in the widget editor. An AI-powered assistant helps you build queries by suggesting SQL, validating results against your widget type, and letting you browse your schema from a collapsible sidebar.
- Improved filter inputs — Filters using IN / NOT IN operators now use a tag-based multi-select input instead of comma-separated text, making it easier to add and manage multiple values.
- More accurate join queries — Filters on outer joins now produce correct results instead of inadvertently excluding unmatched rows.
- Better widget column handling — Chart, metric, and pie widget configurations now correctly detect and display all available columns.
Improvements
- Improved mention dropdown — The Stella mention and command dropdown has been redesigned with better navigation, grouping, and display for a smoother interaction experience.
- Date in meeting times — Meeting time references from Stella now include the full date alongside the time for clearer scheduling context.
- Execution details ordering — The execution details side sheet now displays steps in a more logical order, making it easier to trace what happened during an automation run.
- Faster people list — People lists load faster, even for very large contact lists.
- Approval data tables — Data in approval steps is now displayed in a structured table format, making it easier to review and compare values before approving.
- ARR & renewal date preview — You can now preview how ARR and renewal date values will aggregate across opportunities before saving your Salesforce settings.
- CSV import improvements — The CSV import experience now supports date columns, a streamlined product usage step, and better column mapping.
- Task comment notifications — Task comment notifications now include the associated account name for better context.
- Object Manager error messages — Error messages when creating fields in the Object Manager are now more descriptive and actionable.
- Salesforce external owners — Salesforce sync now correctly handles externally owned records instead of skipping them.
- Dark mode badge styling — The connected badge on integration cards is now properly styled in dark mode.
Bug Fixes
- Fixed project task templates incorrectly appearing in all new projects instead of only when explicitly selected.
- Fixed last engagement date showing future dates for some contacts.
- Fixed formula field validation failing for certain valid expressions.
- Fixed an issue where your custom task ordering could reset unexpectedly.
New Features
Custom Task OrderingYou can now drag and drop tasks to reorder them in any task list. Custom positions are saved and persist across sessions, giving you full control over how you prioritize your work.Secret StoreA new Secret Store in Settings lets you securely save API keys and credentials that your automations and integrations can reference. Secrets are encrypted at rest and never exposed in plain text after saving.Object Field Upstream Sync SelectionYou can now choose exactly which fields sync upstream to your CRM from the Object Manager. Toggle sync on or off per field to control what data flows back, reducing noise and keeping your CRM clean.Stella AI Enhancements
- Pre-meeting insights — Stella can now prepare a briefing before your meetings, summarizing recent activity, health trends, and open tasks for the accounts on your calendar.
- Field discovery — Ask Stella what fields are available on any object and she will list them with descriptions, making it easier to build filters and queries.
- Timezone-aware meeting suggestions — Meeting time suggestions from Stella now respect your local timezone for accurate scheduling.
- Skills support — Stella’s underlying agent framework has been upgraded to support modular skills, enabling richer and more specialized capabilities.
Agent Studio
- Generic HTTP API component — A new HTTP API action lets you call any external REST endpoint from your automations, complete with configurable headers, body, and authentication.
- Date Formatter component — A new processing component formats dates into any pattern you need before passing them downstream.
- Current Date component — Reference the current date and time in your automation logic without writing code.
- Re-runnable human-in-the-loop steps — Human-in-the-loop execution steps can now be re-run multiple times without restarting the entire automation.
Improvements
- Faster renewals page — The renewals API has been optimized for significantly faster load times, especially for large portfolios.
- Faster global search — Global search now uses prefix sorting and returns only relevant columns, making results appear noticeably faster. Account type is also displayed in search results.
- Batched formula field processing — Formula fields are now recalculated in batches, improving reliability and throughput for large datasets.
- Activity fields UI — Activity AI fields are now organized in collapsible accordion sections with tooltips, making it easier to scan and understand each field.
- Project view assignees — The project list view now shows assignee information, so you can see who owns each project at a glance.
- Project templates — Templates now support parent tasks, position ordering, and task type fields for more structured project creation.
- Folder descriptions — Folders in Agent Studio now display their descriptions for users, making it easier to find the right automation.
- Tags dropdown — The tags dropdown is no longer disabled when your organization has no tags, since you can create new tags inline.
- Renewal card close date — The renewal card now shows the opportunity close date instead of renewal date for more accurate forecasting context.
- Slack relationship pillar — Internal Slack channels are now correctly excluded from relationship health scoring, so only external customer interactions count.
- Call recording deduplication — Meeting recordings no longer create duplicate customer records. When multiple participants share the same company, they are now grouped under a single customer record automatically.
Bug Fixes
- Fixed an issue where email processing could skip the customer association check, leading to unlinked activities.
- Fixed spaces not being parsed correctly in certain filter expressions.
- Fixed date filters to correctly handle unix timestamp values.
- Fixed opportunity custom field validation errors when saving certain field types.
- Fixed the cancellation page not loading for some accounts.
- Fixed the project segment assignee filter to query the correct table.
- Fixed false-y custom field values (e.g.,
0orfalse) being incorrectly treated as empty. - Fixed folder deletion failing when the folder contained soft-deleted automations.
- Fixed product usage field sorting returning unsorted results for some tenants.
- Fixed the preview pane close button not always being visible.
- Fixed markdown time rendering displaying incorrectly in certain locales.
- Fixed a tenant schema issue affecting Slack installation queries.
- Fixed request parameters for LLM batch mode processing.
- Fixed HubSpot job session handling to use a global request pool, preventing connection exhaustion.
- Fixed Salesforce delta sync to read configuration from the database instead of stale cache.
New Features
Gainsight IntegrationConnect your Gainsight instance to Statisfy with a self-serve setup experience. Once connected, Statisfy automatically ingests emails and support cases from Gainsight into your activity timeline, giving you a more complete picture of customer interactions.Custom ObjectsYou can now define and manage custom objects in Statisfy. Custom objects appear in the Object Manager settings, can be imported via CSV, and show up as dedicated tabs on account detail pages — so you can track any entity type that matters to your business.Meeting MentionsStatisfy now detects when accounts, contacts, or opportunities are mentioned during meetings. Mentions are surfaced with a calendar icon in the UI and resolved to the correct records automatically, helping you link meeting context to the right customers.Health PillarA new health pillar tracks the source and last-modified metadata for health scores, with automated upstream sync jobs to keep scores current.Multi-CRM SupportIf your organization uses more than one CRM, upstream sync now supports a CRM type filter so you can control which CRM feeds data into Statisfy.ReportingYou can now create reports and customize them with editable widgets. Build the views you need to track key metrics, then adjust individual widgets to display the data that matters most to your team.Stella AI Enhancements
- Goals tool — Ask Stella about account goals and she can retrieve and summarize them for you.
- Sentiment filter — Filter activities by sentiment when querying through Stella.
- New tools — Stella can now look up contacts, product usage data, and projects directly.
Improvements
- Object Manager UI — Collapsible sections and source-based grouping make it easier to navigate large field lists.
- CSV import status — CSV imports now display last-run status so you can see at a glance whether your most recent import succeeded.
- Workflow scheduling — The workflow page now shows enhanced cron settings for more flexible scheduling.
- Task titles — Task titles are now persisted and backfilled, ensuring consistency across views.
- AI model upgrade — Upgraded the underlying AI model from Gemini Flash 2.0 to Flash 2.5 for improved response quality.
- Account overview widget — Increased loading timeout for the overview widget to handle larger datasets.
- Campaign tooltips — Updated the tooltip on campaign aggregate cards for clarity.
- Integration UI — Improved colors for integration connection buttons and modals.
- Snowflake integration docs — Added documentation for the Snowflake integration setup.
Bug Fixes
- Fixed an issue where creating a project with certain custom field names would fail validation.
- Resolved duplicate MBR/QBR completion comments appearing on Wrike tasks.
- Fixed CSV import processing for product usage data.
- Resolved several issues causing workflow executions to fail intermittently.
- Optimized the calendar view endpoint that was causing slow load times.
- Optimized the chat prompts endpoint that was causing slow response times.
- Fixed customer name substitution in workflow notifications.
- Resolved UI inconsistencies and edge cases in milestone tracking.
- Fixed project block rendering issues in the rich text editor.
- Fixed a display issue caused by null characters in entity details.
- Corrected Salesforce tenant domain resolution to use platform config.
- Fixed Salesforce ARR and renewal date update flags when sync mode is set to none.
- Fixed Intercom integration to gracefully handle unknown customers.
- Fixed Zendesk integration field handling for optional fields.