Documentation Index
Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
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title: “Changelog” description: “Stay up to date with the latest Statisfy updates and improvements” rss: true
New Features
MCP ServerYou can now connect Statisfy as a Model Context Protocol (MCP) server so external AI tools and assistants can securely access your full customer context through a standard, dynamically-registered integration.Meeting Prep CanvasYou can now open a dedicated canvas for upcoming meetings that brings agenda, participants, recent activity, and AI-recommended talking points into one screen, so you walk into every call prepared.Stella- Document search with citations — Stella can now search across your rich-text documents and return verifiable citations pointing to exactly where each answer came from.
- Customer-grouped results — Activity and transcript search results now group by customer, so it’s easier to scan and compare across accounts.
- Account domain field — Account domain is now a first-class field Stella can use in tools, filters, and prompts.
- Smarter chat mentions — Mentions in Stella chat render correctly and can be edited inline.
- Settings wizard — Configure your Gainsight connection end-to-end through a guided wizard, no Statisfy support required.
- Per-subtype schedules — Set independent sync schedules for each Gainsight object subtype, with clear warnings before you hit Gainsight rate limits.
- Run All / Run One — Trigger a single subtype or every subtype on demand from the settings page and watch live status for each one.
- People entity sync — Configure your data warehouse to flow into the People entity, not just accounts and opportunities.
- Per-query period & sub-day cadences — Tailor lookback windows per query and refresh as often as every few hours.
- Copy & download — Copy a transcript to your clipboard or download it as a file directly from the meeting view.
- Duration column — See call length at a glance on the Meetings tab.
- No-fuss share links — External share links now work without a special URL parameter, so the experience matches a normal shared link.
- Public-domain block — Webhook and domain grants now block public email providers (Gmail, Outlook, etc.) so external access can’t accidentally be granted to personal addresses.
- Dashboard filters on complex SQL — Dashboard filters now apply correctly to widgets built on queries that use derived subqueries or CTEs.
Improvements
- Faster Account Overview — The AI Hub Account Overview now uses a lighter custom-field path, so the page loads faster on accounts with many custom fields.
- More reliable widget pages — Long widget sessions stay responsive thanks to fixes for connection leaks in widget pages and APIs.
- Background-job progress — Long-running background jobs like slide generation and report builds now publish heartbeats and phase updates, so you see real progress instead of a generic spinner.
- Suppressed notifications audit — Notifications that were intentionally suppressed are now recorded in the notification log, so you can see exactly why a message wasn’t delivered.
- Reprocess transcripts cleanly — Reprocessing a meeting now refreshes the transcript view immediately and regenerates the underlying caption files; reruns in a different language no longer collide with the previous output.
- Defaults that save clicks — Email recipient pickers now suggest up to 5 contacts by default, and expiration date pickers default to 180 days out.
- Richer meeting agendas — Meeting agendas now include the meeting description so attendees see the full context.
- Upcoming meetings without filters — The Upcoming Meetings widget now works even when no filter is configured.
- Paused subtypes & meetings skipped — Paused items are now correctly skipped by schedulers instead of being treated as runnable.
- Live document indexing — Saving in the rich-text editor now updates the document timestamp so search re-indexing picks up your changes immediately.
- Cleaner Stella citations — Vector-search citations now include the customer name, and non-meeting sources show “Title” instead of “Meeting Title”.
- Faster entity extraction — Stella’s entity extraction now runs on a faster model for snappier responses with comparable accuracy.
Bug Fixes
- Entity field edits now appear immediately in lists and forms — cache is invalidated on every mutation.
- Stella’s streaming chat no longer falls into a 401 retry loop after a session expires.
- Deleting an entity in Salesforce no longer breaks bi-directional sync.
- DevRev now retries transient connection errors instead of failing enrichment outright.
- Jira rule IDs are now preserved across migrations, so rules no longer need manual recovery.
- Gainsight URLs are validated before they’re built, so a missing object name no longer breaks sync.
- Health filters with special characters now match only the intended rows.
- CSV import no longer crashes when a column header spans multiple lines.
- Task trigger payloads now include the same fields shown in the Task view.
- The Get Tasks tool now returns the current task structure.
- Stella now picks the right account context when both flow context and segment are available.
- Lifecycle-stage dropdowns now render with the correct colors and order from the registry.
- Public surveys now use the colors saved in your survey theme.
- PostHog no longer initializes when activity tracking is disabled.
- Health fetch now reads text-area field types correctly when pulling additional data.
- Gmail and Outlook activity now keeps email threads to known contacts instead of dropping them.
- Suppressed task comment and update emails are no longer sent to external followers.
- Reprocessing a meeting now regenerates the WebVTT transcript and structured transcript files.
- Cancelled or already-processed flow executions no longer re-run when a retry comes through.
- Task lists now show the correct status for each task, including custom statuses.
New Features
External SharingThe Share dialog is visible to admins on projects and documents. Recipients receive a branded grant email with the document title in the subject line and a clearer “via Statisfy” sender, so the invitation no longer looks like spam.S3 as a CSV SourceYou can now connect Amazon S3 as a source for CSV imports — connect via IAM role or access key, browse buckets and prefixes, pick files, and run preview-and-test flows directly from the integrations page.Lifecycle Stage Custom FieldsYou can now work with lifecycle stage fields that render and sort correctly across opportunity, account, and people surfaces. The Create/Edit Field flow auto-generates the stage key from the label, so renaming a stage no longer requires backfilling existing values.Gainsight Health SyncYou can now sync account health and custom field values to Gainsight Company records alongside your other CRMs. Each connected CRM receives only the fields mapped to it in the Object Manager.Survey, Campaign & Task Entity FilteringYou can now filter and segment by Survey, Campaign, and Task entity fields the same way you do for accounts and opportunities.Tenant-Configurable Health Grace PeriodAdmins can now set a default grace period for health changes and require a reason whenever someone overrides health on an account.Reporting- Edit and delete dashboards — Admins can now edit or delete dashboards directly.
- Fiscal year–aware filters — Dashboard filters now respect your fiscal year configuration.
- Table wrap toggle — You can now wrap or truncate long values in table widgets using the new wrap toggle.
Improvements
- Faster Stella and chat history — Chat history, prompts, agents, and workflow sessions now load more reliably, even during peak usage.
- Calendar events in segments — Calendar event activity is now available as a segment node, and customer-email logic applies to calendar events and surveys.
- Cleaner long field names in views — Long field names now truncate gracefully instead of breaking the layout.
Bug Fixes
- Fixed an issue where Task triggers ran with empty assignee, customer, tags, status, parent, dates, and custom fields — task automations now receive the same complete details shown in the Task view.
- Fixed an issue where revoking an external share grant returned an error even though the grant was correctly deactivated.
- Fixed an issue where Owner field assignments could create duplicate person rows.
- Fixed an issue where the Owners aggregate didn’t dedupe by person or combine titles.
- Fixed an issue where CSV imports of Lookup-User and Lookup-Owner fields couldn’t resolve email addresses to the right person.
- Fixed an issue where the CSM lookup matched against the wrong owner type field.
- Fixed an issue where Stella’s background jobs failed to reconnect after refreshing the accounts page.
- Fixed an issue where Gainsight upstream sync could create orphan Company rows when the standard Gsid lookup missed.
- Fixed an issue where Gainsight syncs could overwrite Salesforce-canonical domains.
- Fixed an issue where health value filters with special characters could match unrelated rows.
- Fixed an issue where deleted or disabled flows could resume based on initial state.
- Fixed an issue where sign-in and sign-up could briefly become unavailable after a recent authentication update.
- Fixed an issue where the upcoming-meeting component dropdown could fail to open.
- Fixed an issue where the trigger-segment filter Apply and Cancel buttons could leave the filter in an inconsistent state.
New Features
Self-Serve Data Warehouse IntegrationsYou can now connect your own data warehouse — BigQuery, Snowflake, Postgres, or Redshift — directly from the integrations page, without involving Statisfy support. The Salesforce integration’s self-serve config now uses searchable dropdowns so you can quickly find the right object or field even in large orgs.DevRev IntegrationYou can now connect DevRev as a support data source. Tickets and support context flow into your accounts alongside your other CRM and support systems.Lifecycle Stage Custom FieldsYou can now create custom fields of type “Lifecycle Stage” in the object manager. Values render as ordered stage badges so it’s clear at a glance where each record is in its journey.Transcript ReprocessingYou can now reprocess an existing meeting transcript — for example, to apply a different language — directly from the activity. A reprocess bar appears on eligible meetings, and you can override the detected language to fix mis-transcribed calls.Slack Channel Archive & Workspace DisconnectYou can now archive a connected Slack channel from inside Statisfy, and fully disconnect a Slack workspace with a guided confirmation dialog. Channel state stays in sync when channels are archived in Slack.Agent Studio Enhancements- Creative/Strict template mode — Agent Builder now has a toggle for how strictly your agent follows its template. Pair it with cached style settings for faster, more consistent generation.
- Chatbot conversation history — Conversations in the Agent Studio chatbot are now preserved across sessions, so you can pick up where you left off.
- Meeting prep with Stella — Stella can now build meeting prep notes for upcoming calls, pulling activity, account, and opportunity context in parallel for fast results.
- Health widget CTAs — The AI health widget now offers next-step actions that drop you straight into a Stella conversation focused on that account.
Improvements
- Faster PPTX generation — Generating a deck now takes about half the time it used to.
- Faster account, opportunity, and task lists — Read endpoints for accounts, customers, opportunities, and tasks are now isolated from write traffic and have stricter timeouts, so lists load reliably even under load.
- More reliable meeting recording — Recordings now use updated fallback paths to recover media and participant data when the primary endpoint is unavailable.
- Pylon support hardened — Pylon syncs now proactively throttle against rate limits, retry on 429s, cache per-issue lookups, and fall back to ticket numbers when titles are empty.
- Sub-task failures surfaced in integration jobs — Integration job runs now bubble up the specific sub-task that failed so you can see exactly where a sync broke.
- Custom objects in rollup formulas — The rollup formula editor now lets you pick custom objects, not just built-in entities.
- CSV import field-type validation — CSV imports now validate field types up-front and block unsupported mappings before the import runs.
- Speaker timeline & language detection on meetings — Meetings now save a word-level speaker timeline and the detected language, improving search, citations, and reprocessing accuracy.
- Auto-refresh opportunity table — The opportunity table now updates automatically after add, edit, archive, or duplicate — no page reload needed.
- Approval recipients expand/collapse — Email approval cards now show full to/cc/bcc lists with an expand/See less control.
- Draft outreach from People — A “Draft outreach” CTA on the People page lets you start an email draft directly from a contact row.
- Support ticket case ID in Stella — Stella tool responses for support tickets now include the case ID so you can reference it directly.
- Builder & viewer roles see all accounts — Builder and viewer roles now have visibility into every account in the workspace, not just their own.
- No more column flicker on entity field pages — The entity field grids no longer flash columns while data loads.
Bug Fixes
- Fixed an issue where chat citation rendering could match markdown checkboxes and break formatting.
- Fixed an issue where custom-agent PPTX generation would skip the org-level template fallback.
- Fixed an issue where Nova actions could silently run without a tenant, returning empty results instead of an error.
- Fixed an issue where account CSV exports serialized float, percent, JSON, and lookup fields incorrectly.
- Fixed an issue where task custom-field filters didn’t apply to project-task entities.
- Fixed an issue where calendar meeting hours could fail to compute on malformed timestamps.
- Fixed an issue where HubSpot syncs could crash when integration config was missing.
- Fixed an issue where Salesforce contact sync pushed unchanged custom field values upstream.
- Fixed an issue where Stella could resolve customers outside the user’s book on “my book” queries.
- Fixed an issue where Stella tool responses ignored the user’s timezone when filtering by date.
- Fixed an issue where Stella chat on the account page could double-subscribe to updates.
- Fixed an issue where formula-computed custom field values weren’t persisted with their typed scalar columns.
- Fixed an issue where CRM health fields didn’t clear when the Statisfy pillar was emptied.
- Fixed an issue where Slack ID autofill could pick the wrong workspace for tenants with multiple Slack workspaces connected.
- Fixed an issue where Slack action buttons could throw a click error instead of routing to the action handler.
- Fixed an issue where the meeting recording bot couldn’t schedule when the calendar event start time was a naive datetime.
- Fixed an issue where Recall transcripts weren’t read from the v2 media URL on some payloads.
- Fixed an issue where pull-from-source jobs could release their advisory lock early and let duplicate runs proceed.
- Fixed an issue where Gainsight syncs could fail when overall limit values were missing or undersized.
- Fixed an issue where NetSuite sales-order status could go stale because update events weren’t fetched alongside creates.
- Fixed an issue where Intercom, Freshdesk, Chorus, and Salesforce integrations could crash on null payloads.
- Fixed an issue where the Tasks table header showed a select-all checkbox without supporting bulk actions.
- Fixed an issue where task page sorting broke when column IDs included a prefix.
- Fixed an issue where the sign-in redirect could accept untrusted URLs.
- Fixed an issue where the lookup picker didn’t render the currently selected document.
- Fixed an issue where Fathom pagination could loop indefinitely on a stuck cursor.
- Fixed an issue where the health distribution chart click failed for custom health scales.
- Fixed an issue where activity reports could crash when a calendar event was missing.
- Fixed an issue where S3 connections using IAM roles could be saved with an empty external ID.
New Features
Lookup to Document Custom FieldYou can now create custom fields that link to a Statisfy document. The picker shows document titles, and the linked document surfaces inline so your team can jump straight from a record to the related doc.Formula and Rollup Fields- Rollup fields — You can now roll up values from related records (for example, total opportunity amount per account) into a formula field on the parent record.
- Custom objects in rollups — Rollup formulas now work with your custom objects, not just built-in entities.
- Chained relationships and nested fields — Formulas now support multi-hop relationships and drilling into sub-fields of JSON/object values.
- Run Computation button — You can now trigger a recompute for a single formula field on demand, instead of waiting for the next scheduled run.
- Create fields while mapping — You can now create a new custom field directly from the CSV column mapping step, without leaving the wizard.
- Create custom objects and fields inline — The CSV wizard now lets you create entirely new custom objects and their fields during import.
- Create products and dimensions inline — Product usage imports now let you create new products and dimensions from the mapping screen.
Improvements
- Project task fields on the Tasks page — The Tasks page field selector now includes custom fields defined on project tasks, so you can show and sort by them in your task lists.
- External recording links on activities — Meeting activities now show a direct link to the external recording in the activity detail view.
- Explore agents first in Stella — The Stella page now surfaces Explore agents at the top for easier discovery.
- Catalog card tooltips — Agent catalog cards now show a tooltip with the full agent title when it’s truncated.
- Admins can edit and delete dashboards — Workspace admins can now edit and delete any dashboard, not just dashboards they created.
- Archived Slack channels — Channels are now marked as archived when they’re archived in Slack, keeping your channel metadata accurate.
- People origin filter — You can now filter People by their origin (how they entered Statisfy), alongside the other standard fields.
- Hide hierarchy when not configured — Account detail pages now hide hierarchy relationship sections if your workspace doesn’t use account hierarchy.
- Account info in Stella and Agent Studio — Stella and Agent Studio’s pre-built components now propagate richer account context so agents have the right information to work with.
- Tags dropdown preserves initial results — The tags dropdown no longer clears its initial list when you open it, so your most common tags remain visible.
- Column resize cursor — Resizing columns in grids now shows the correct cursor, making it easier to see when you’re about to drag.
- Manual health edits go to the right place — Inline and bulk manual-health edits now write to the account health table directly, so values stay consistent everywhere.
- Account and People table sorting — Sorting by columns on the Accounts and People tables now works correctly with server-side pagination for large lists.
- Faster account and activity lists — Segment field, entity field, and task bulk endpoints have been tuned to load faster on large workspaces.
- Gainsight activity sync at scale — Gainsight activity pulls now paginate properly, so large Gainsight tenants sync without timing out.
- Reporting: dashboard filters in SQL widgets — Dashboard filters now apply to SQL-based widgets, so filter selections consistently flow through to all of your report tiles.
- Reporting: stacked bar charts — Bar chart widgets now support stacked series, so you can break a metric down by a dimension in a single chart.
Bug Fixes
- Fixed an issue where tasks session state, login permission checks, activity report gating, and entity filters could behave inconsistently.
- Fixed an issue where clicking a health-change card on the dashboard could lose the OR grouping in the resulting filter.
- Fixed an issue where opportunity custom fields could fail to validate against the full set of field definitions.
- Fixed an issue where the collaborative document editor could disconnect immediately after opening.
- Fixed an issue where external share links could fail with server errors for some tenants.
- Fixed an issue where the author icon showed for meeting segments with no speaker.
- Fixed an issue where the “previous health” field and opportunity sync configuration could regress after save.
- Fixed an issue where account list queries could scan more data than necessary, slowing down loads.
- Fixed an issue where the activity list could fail for tenants without a configured view schema.
- Fixed an issue where formula field values could appear inconsistent across numeric and decimal displays.
- Fixed an issue where a lookup-to-document custom field wouldn’t render its picker correctly.
New Features
Custom Health ScalesYou can now define your own health scale with custom labels, colors, and tiers instead of using the default 7-point scale. Your custom scale applies across dashboards, filters, and health history views.Google Drive as a Knowledge Base SourceYou can now connect Google Drive as a knowledge base source and index documents per account. Your agents and AI features can now draw on Google Drive content alongside web pages and uploaded files.Agent CatalogYou can now browse all available agents from a new catalog modal. Discover agents your team has built, see what each one does, and launch them directly from the catalog.Dashboard Metric Cards are ClickableDashboard metric cards now link to the underlying data. Click any card to jump straight to the relevant account list or detail view.Project DependenciesYou can now define dependency relationships between tasks within a project. Task due dates automatically cascade when parent tasks shift, keeping your project timeline consistent.Improvements
- Reporting: filter by calculated fields — You can now use calculated fields as filter criteria in reports and dashboards, giving you more flexibility in building custom views.
- Reporting: smoother expression editor — The calculated field expression editor now responds more fluidly as you type, with field references inserting instantly.
- Email activities in Agent Studio — The activity segment and dictionary components in Agent Studio now support the email activity type, so you can build automations that reference email interactions.
- All Flows view in Automations — You can now see all automation flows across folders in a single paginated view from the Automations tab.
- CRM sync status on activities — Activity detail modals now show whether each activity has been synced to your CRM, so you can quickly spot sync gaps.
- CSV import polish — The CSV import wizard now has clearer tab labels, descriptive guidance text, and a unified “Match By” dropdown for linking accounts.
- Server-side task sorting — The tasks page now sorts by title, assignee, type, and status on the server, so large task lists load and re-sort faster.
- Salesforce field refresh — You can now manually refresh Salesforce field metadata from the integration settings, useful when your Salesforce admin has added new fields.
- Integer and boolean conditions in Agent Studio — The conditional router in Agent Studio now supports integer comparisons (≥, ≤) and boolean (true/false) conditions.
- Opportunity sharing and cloning — Opportunities now have a share button, and cloning opens a pre-filled modal so you can quickly duplicate and adjust.
- Outlook thread grouping by domain — Outlook email threads that span multiple customer domains are now split into separate per-customer activities, so engagement is attributed correctly.
- Slack DM from Statisfy — You can now send direct messages to teammates via the Statisfy Slack app.
Bug Fixes
- Fixed an issue where health values showing “N/A” could fail to sync to Salesforce — they now fall back to “Uncertain” automatically.
- Fixed an issue where equal/not-equal filters on multi-select fields did not work correctly.
- Fixed an issue where custom field values were not populated when changing a task’s type during creation.
- Fixed an issue where Statisfy notifications could fail to deliver — notifications now reach you reliably.
- Fixed an issue where formula calculations involving date subtraction could fail with a type error.
- Fixed an issue where Gainsight syncs could accidentally overwrite account owner data with empty values.
- Fixed an issue where Outlook calendar events with no organizer could cause a sync error.
- Fixed an issue where NetSuite milestone syncs could drop decimal values.
New Features
Fathom IntegrationYou can now connect Fathom to Statisfy and automatically sync your meeting recordings and notes. Fathom meetings flow into your activity timeline just like other meeting sources, giving you a complete picture of customer interactions.Person Activity TimelineYou can now view a full activity timeline for individual contacts, with source filters and pagination. This gives you the same rich timeline experience you have at the account level, but scoped to a single person.Saved Views on TasksThe tasks page now supports saved views. You can create, name, and switch between filtered layouts — just like on accounts and other pages — so your team can quickly jump to the task lists that matter most.Improvements
- Stella: smarter account and health tools — Stella’s account info and health change tools now surface richer, more relevant details when you ask about an account.
- Stella: formatted code output — When Stella runs tools or retrieves data, the results now display in clean, formatted code blocks for easier reading.
- Stella: markdown formatting — Stella responses now render with proper markdown formatting, and you can switch between rendered and raw views.
- Stella: improved Slack responsiveness — When you message Stella in Slack, you now get an immediate acknowledgment, and a clear message if Stella isn’t enabled for your workspace.
- Slack channel tracking — Statisfy now automatically detects when Slack channels are created, renamed, archived, or unarchived, keeping your channel metadata up to date in real time.
- Decimal and currency custom fields — Custom fields now support decimal numbers and currency values, giving you more precision for fields like ARR, usage metrics, and financial data.
- Product pillar configuration — You can now configure pillar columns directly from the Edit Product modal, making it easier to organize product dimensions.
- CSV import error details — The job history modal now shows detailed stats and error breakdowns for CSV imports, so you can quickly see what succeeded and what needs attention.
- BCC email tracking — BCC’d recipients are now tracked as separate per-customer activities, so email engagement is attributed more accurately.
- HubSpot integration setup — The HubSpot integration configuration now includes field dropdowns, filter validation, and aggregation settings for a smoother setup experience.
- Salesforce account filters — You can now apply multiple account filters per type in your Salesforce integration settings, giving you finer control over which accounts sync.
- Integration settings navigation — Integration cards now include a settings button, and the sync tab URL stays in sync with your selection for easier navigation.
Bug Fixes
- Fixed an issue where formula previews showed “undefined” for ARR and Stage fields.
- Fixed a crash that could occur when using dropdowns during CSV import.
- Fixed an issue where custom field values were not saved during CSV imports.
- Fixed an issue where custom fields could display incorrect values after editing.
- Fixed an issue where bulk-editing tasks did not persist assignee changes.
- Fixed an issue where deleted opportunities could appear in upstream syncs.
- Fixed an issue where deleted accounts could still appear in global search results.
- Fixed an issue where date calculations in formulas did not work correctly.
- Fixed an issue where activity filters using custom fields returned incorrect results.
- Fixed an issue where engagement counts for contacts did not reflect the correct time window.
- Fixed an issue where survey and manual activities were not marked as engaged.
- Fixed an issue where account syncs could fail for churned accounts or accounts with long field values.
- Fixed an issue where Slack messages in shared channels were attributed to the wrong workspace.
- Fixed an issue where task dependencies and cascade scheduling did not work reliably in certain scenarios.
- Fixed an issue where the task creation sheet could fail to save correctly.
- Fixed layout issues with buttons on the people table.
- Fixed several issues with task pagination and date filters introduced in the previous release.
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.