Changelog

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New Features

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Improvements

• Health scores you can trust more — Your health scores now give a truer picture of each account. Each part of health sticks to its own job, so one problem is no longer counted against an account twice, and the explanation next to each score is easier to read. You may notice some scores change after this update. Explore more →
  • Risks shows up only for things that could actually lose you the account: a stated plan not to renew, a switch to a competitor, a billing dispute, a security incident, or losing your executive sponsor. Everyday support tickets no longer count, so an account with none of these reads Neutral.
  • Experience looks at how well issues are handled — how quickly support responds, what gets resolved, and satisfaction scores — not how many tickets are open. A busy account isn’t marked down for asking for help, but issues left open for months with nothing closing still count against it.
  • Relationship looks at who you’re talking to, not how much: whether your champion and executives are still involved, whether you meet as often as the account needs, and whether you know more than one person there. Small, low-touch accounts are no longer marked down for having few meetings.
  • Value Realization asks whether the customer achieved what they bought your product for, and says so when no goal is on record. Heavy usage alone no longer counts as proof of value.
  • Feature Requests now says whether a missing capability is holding the customer back, and scores it that way. Lots of requests is no longer read as a good sign on its own.
  • Scores stay put when nothing has changed. A rating moves only when there’s a clear reason, like a confirmed non-renewal, a competitor switch, or a confirmed expansion, and those move it straight away.
  • Product Usage and manual overrides work as before.
• Total renewals at the top of the board — A fifth card leads the renewals row with your total renewal count and the ARR behind it. It follows whatever view, period and segment you have on screen, and reconciles exactly with the sum of the columns. Explore more →
• Custom agents can answer aggregate questions — Agents holding the Customer Intelligence toolkit now have the same querying tool Stella uses, so health over time, breakdowns, medians, top-N and longest streaks come back right instead of as partial counts.
• Long messages in Stella collapse — Pasting a long brief no longer pushes the reply box off the bottom of the panel. The message clips at a readable height behind Show more, and the full text stays selectable and copyable.
• Project pickers search as you type — “Add to project” and the other project pickers now search on the server and return a bounded page, so they open in a fraction of a second on workspaces with tens of thousands of projects instead of loading every project first.
• Shared Outlook mailboxes sync on a schedule — Configured shared mailboxes are polled every four hours, and fall back to another authorised user when one loses access.
• Your recurring CSV feed owns the fields it maps — Editing a CSV-fed account field in the app used to freeze that cell against the feed for good, silently. The feed now owns what it writes, the same rule already applied to warehouse, PostHog, Jira and Linear sources. Fields that also push to your CRM stay editable.
• Faster across the product — Accounts, people, meetings, the calendar, dashboards and project lists all load noticeably quicker, most dramatically on large workspaces: the meeting list, the health-distribution widget, an account’s timeline, the Meetings History tab, the tasks grid, and “contains” filters on any text column. Nothing about what you see changes.

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Bug Fixes

• Fixed Stella returning accounts outside your book when you clicked a suggestion card such as “5 accounts need attention” — the card’s own accounts are carried into the question now. The same cards also left out your very worst accounts, said health “just dropped” about accounts that hadn’t moved in weeks, named an arbitrary account as the headline, and reported counts that were capped rather than real.
• Fixed asking Stella for one account’s custom object records coming back empty — the account is a parameter on that lookup now, rather than a condition it could not resolve.
• Fixed Stella under-reporting how many activities it found, so a coaching report or a volume trend could show a fraction of the real number with nothing saying so.
• Fixed project custom fields never working on the projects grid — not selectable as columns, not offered in Filters, not sortable and never filled in, on both /projects and an account’s Projects tab.
• Fixed Save in a project’s Field visibility dialog looking clickable and then doing nothing while the project’s configuration was still loading.
• Fixed a project lookup still showing the previous project after you picked a new one. The save was always right; only the display lied.
• Fixed clicking one list page and then another landing you back on the first — the first page’s bookkeeping arrived late and cancelled the navigation you had just made.
• Fixed the Engagements number on People disagreeing with the Engagements filter and sort; all three read the same figure now. The per-type breakdown has moved from hovering the cell to opening the person’s row.
• Fixed an Excel file with a real date column failing to import, and Test Configuration erroring on the very screen you build the mapping in. Typed date cells keep their type end to end and skip the date-format picker, which only applies to text columns. Explore more →
• Fixed a segment or flow trigger with a nested “this and that” filter group matching accounts it shouldn’t — two conditions about the same related record could be satisfied by two different records.
• Fixed meetings never reaching Salesforce for any account whose mapped owner had been deactivated there. The meeting now goes across owned by the integration user rather than not at all.
• Fixed attendees being re-created on a Salesforce event that already had them, an attendee from another account appearing on an event, and one account’s temporary failure stopping every other account on the same meeting from getting theirs.
• Fixed a whole meeting or email failing to process because one attendee’s address was stored with different capitalisation, and fixed the contact evidence written that way never being read back afterwards.
• Fixed a transcript line showing only a fragment when the speaker’s name contains a colon, as Teams renders some organisations.
• Fixed Pipeline on HubSpot deals and companies showing as a free text box instead of the dropdown HubSpot shows.
• Fixed pushing a task to Jira crashing on any number or currency custom field.
• Fixed clicking a real unsubscribe link returning an error page instead of unsubscribing you.
• Fixed a support ticket failing to arrive when its payload carried empty values, and a Linear issue with no creation date being retried until it was dropped.
• Fixed bulk-editing task dates landing a day early for anyone east of UTC.
• Fixed a restricted role being refused a bulk edit on a view the product had just handed them, such as Churned accounts.
• Fixed the Download details link on a finished bulk update opening raw text in a browser tab instead of saving a file. It is hidden until it downloads properly.
• Fixed a custom object record not appearing straight after you created it.

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New Features

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Improvements

• Opportunity amounts keep their cents — An amount like $17.03 used to be refused when you typed it and rounded to $17 when it came from your CRM. Amounts now hold their decimals end to end, including on the renewals board.
• Reports follow your fiscal year — Date presets on dashboards and reports now line up with the fiscal-year start month your workspace is configured with, instead of always assuming January.
• Clips are capped at 15 minutes — A longer selection can’t be turned into a clip.

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Bug Fixes

• Fixed the campaign builder offering survey-creation links to roles that can’t open them — those links are now hidden instead of leading to a dead end.
• Fixed a custom field you cleared coming back from your CRM on the next sync — the clear never reached the CRM at all, so the old value was restored. Clearing a mapped field now sends the clear upstream and holds off the resync until it lands.
• Fixed filtering a column on a project showing tasks that plainly don’t match it: one matching milestone used to drag its whole subtree onto the screen unchecked. Only matching tasks count now, and the parent rows kept so the tree still reads are dimmed and called out.
• Fixed columns that can’t be sorted still showing a sort arrow and swallowing the click — multi-value custom fields on accounts, people, opportunities and tasks, and Description and Start Date on Tasks. They no longer offer an arrow, and the header tooltip says why.
• Fixed the Status column doing nothing when clicked on a shared project link. It now sorts in your own configured status order rather than alphabetically, so Done no longer lands above In Progress.
• Fixed a long agent or Stella run failing outright on a temporary provider error that the very same error would have survived elsewhere in the product.

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New Features

• You’ll see activity move off sibling accounts — Where one meeting used to appear on every account sharing an attendee’s domain, it now appears on one. Timelines, counts and health inputs on the other accounts change accordingly.
• Slack channels match themselves by name — A channel named after an account maps to it on its own, using the account’s name, its domain words, prefixes and acronyms, while ignoring your own naming conventions. When the name is genuinely ambiguous the channel waits for you rather than picking, so you’ll see a few channels in the needs-mapping queue that used to assign themselves.
• Accounts whose domain was stored with capital letters now match — If you have one, its activity had never attached to anything at all; it does now.

• A confirmation you can trust — The preview shows the exact row count, large runs make you type that number, and a run above the limit is refused with a note to narrow your filter. Rows your teammates edit while it runs keep their newer values.
• Progress you can watch and walk away from — A progress bar tracks the run in the status bar and survives a reload, and a summary tells you how many rows were updated, already set, kept newer edits, or failed, with a downloadable per-row breakdown.
• Health and custom fields included — Manual health and custom fields can now be set in bulk, and clicking a health cell in the accounts table opens the same override dialog you get on the account page. A hold period now means at least that long, so it extends a lock rather than shortening one.

• Meeting participants, if you want them — A new toggle attaches attendees to the Salesforce record: external people as Contacts, your team as Users, skipping anyone with no Salesforce record. It is off by default, including for workspaces already syncing meetings.
• If you had already picked Task or Event, that choice is now live — The picker existed but did nothing. Check it before this reaches you if you don’t want meeting activity flowing into your Salesforce org.
• Recaps now travel through field mappings — The separate recap setting is gone; map Full Recap to a description field to keep recaps arriving. Explore more →

• Notion — Connect Notion and pick the pages and databases to bring in. Each selection can feed the whole dataset or be matched to accounts — a database matches on a property you choose, a page matches on its title and carries its sub-pages with it.
• Zendesk Help Center — Your published Help Center articles can now feed a dataset, across brands, categories and sections, skipping drafts and keeping itself up to date without duplicating. Explore more →

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Improvements

• Stella answers in the chat instead of making a document — “Draft a plan”, “write up a summary” or “prep me for my meeting” now come back as an answer you can read straight away. Ask for a document, doc or canvas when you want one, and editing a document you already have open still works the way it did.
• Account health reads more honestly — Health ratings no longer carry their own definition text as the value, a pillar with nothing to go on now reads NA rather than neutral, and an assessment missing a pillar is rejected instead of stored half-finished. If you use your own health labels, your manual overrides are now weighted correctly for the first time. Explore more →
• Product usage now counts toward health properly — Where your seat count or ARR comes from an account field, usage metrics could not be measured against your other accounts, so health was scored without them. They are now included. Expect account health scores to move when this lands — this and the rating change above both shift them, and the effect is largest on accounts with a lot of usage data.
• Metrics on different reporting schedules each keep their own latest reading — A metric reported monthly no longer looks missing just because another one reported more recently. Usage figures now also carry the date they were reported.
• Google Drive folders bring their subfolders — A folder you sync now includes what’s nested inside it, up to five levels deep, and every document shows the folder path it came from so two files with the same name are told apart.
• CRM field names beside the suggestions — Mapping a field to your CRM used to show only the display label, so two Salesforce fields sharing a label were impossible to tell apart and a wrong pick quietly sent your data to the wrong place. The dropdown now shows each field’s CRM name, and you can search by it.
• Your whole mailbox on the Email page — The page loaded everything at once, which is why it was capped at 90 days. It now loads as you scroll, that cap is gone, and you can wrap text or reset column widths and order. Expect more rows than before, especially if you have a long email history. Opening an email is now a real page you can link to or paste into a ticket.
• Sorting and filtering large lists is much faster — Sorting by a custom-field column, and sorting people by name, no longer slow to a crawl on big workspaces. Nothing about the order changes.
• Slack works on Enterprise Grid — An organisation-wide Slack install is now recognised, so messages and channel changes arrive as they happen instead of waiting for the hourly catch-up. Activity that was previously missed now arrives.
• Brand logos across integrations — Integration and MCP cards, and meeting-source icons, now show the real vendor mark instead of a generic glyph, and Webex meetings have a proper Join button.
• A deleted tag tells you what’s holding it — Instead of “Failed to delete tag”, it now names what still uses it: still applied to 2 tasks and 1 prompt.
• Structured results from SQL Query V2 — The component now returns the query result as data alongside the HTML table, so the next step in your flow can use it without parsing HTML. Existing flows keep working.
• New workspaces know their own domain — A workspace’s company domain is filled in from the first member’s work email instead of waiting for someone to type it.

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Bug Fixes

• Fixed the Contacts tab on an account crashing to an error page, and its count showing every contact in the workspace rather than the account’s.
• Fixed a product usage metric of exactly zero showing as blank instead of zero, so no usage and no data now read differently.
• Fixed a flow sending a technical error message in an internal email as though it were the answer.
• Fixed strict-template decks being edited by find-and-replace on the underlying file instead of properly, which corrupted the result.
• Fixed a deck with a slide inserted mid-way opening blank after that point in Google Slides, LibreOffice and Keynote.
• Fixed the deck builder never actually reviewing its own rendered slides, so it looked like it was skipping quality checks.
• Fixed asking a custom agent to filter — “accounts with ARR over 100k” — silently returning everything instead, on every surface.
• Fixed a deck request coming back with every section reading UNAVAILABLE because the generator was never told to gather data first.
• Fixed a Stella step in a flow answering “you have no upcoming meetings” for questions about your own calendar, activity and accounts, when the same question worked in chat.
• Fixed long agent runs timing out and returning nothing, and a dropped connection part-way through a run killing it outright instead of resuming.
• Fixed saving a project template’s field order looking like an error when it had worked.
• Fixed a saved owner or CSM change failing when another role on the same account already held that field.
• Fixed the projects list fetching custom fields that could never be displayed.
• Fixed Reset column widths skipping the pinned Name column on accounts.
• Fixed a reload losing your view, columns and filters on projects, an account’s task tabs, Issues and Feature Requests.
• Fixed needing two clicks to discard changes on Tasks.
• Fixed a churned account still winning attribution in cases September 4’s fix missed — it is now matched only when nothing live fits.
• Fixed Agent Studio executions ending without a recorded result.

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New Features

• Saved views, team scope and segments — The renewals pipeline now has My Book, My Team and All Accounts, plus custom views you can save, rename, share, set as default or delete. Your filters now reach the numbers themselves, so the board’s totals and its cards always agree. Explore more →
• Your time period sticks — The quarter or fiscal year you pick survives navigating away, saves into a view, and travels in the link you share. Old renewal links still work and quietly upgrade themselves.
• Counts alongside the money — Every waterfall column shows how many renewals it holds, the KPI cards read like 3 of 5 renewals won · $42.9K of $71.1K, and the chart tooltip shows the same count.
• Export the waterfall — A new Export button downloads one row per renewal — account, opportunity, bucket, status, amount, renewal date and your renewal card fields — matching exactly what the board is showing, including your active view, time period and segment.

• Activity gets saved views — Activity previously took its scope from the global account selector and had no views of its own. It now has the same saved views, scopes and filters as accounts, tasks and people, and filters apply to the whole page instead of resetting per tab.
• Account tabs remember themselves — Contacts, Tasks, Projects and Opportunities on an account page now keep their own columns, widths and filters per tab, instead of losing them every time you switch tabs.

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Improvements

• My Team scope now works everywhere — Choosing My Team on activity, tasks, projects, people and opportunities now returns the accounts belonging to everyone who reports to you, including your own. The option was there before but those lists ignored it.
• Task visibility moved somewhere safer — The eye in a project’s task grid is now a read-only marker, and the toggle lives in the task drawer. One click on the old inline eye could silently share every internal-only task in the project with no confirmation and no undo. Project templates gain the same marker and toggle, which they never had. Explore more →
• A Slack channel maps to one account — The account picker in Slack settings is now single-select. Channels linked to several accounts before this rule show the first account with a +N badge explaining that picking an account replaces the rest.
• Owner mapping suggests the right fields — Salesforce and HubSpot owner mapping now offers exactly the fields that can be resolved to a person: HubSpot no longer lists text properties that can never match an owner, and Salesforce no longer hides the lookup fields that can. Owner fields synced from your CRM now appear in the CSM owner field dropdown too. Explore more →
• Back-fill Salesforce cases for a date range — You can now pull historical Salesforce cases created between two dates, skipping any you already have.
• JIRA and Rocketlane setup looks like the rest — Their configuration screens now use the same connection test, preview and backfill steps as the newer integrations. Explore more →
• Activity lists load faster — Opening an activity list, and filtering it by text, is substantially quicker on large accounts.
• Sidebar navigation is lighter — Only the pages you actually jump to are loaded ahead of time, so moving around costs less.
• Meeting bots don’t linger — A notetaker now leaves after ten minutes in the waiting room, or when nobody joins.

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Bug Fixes

• Fixed the AI Assistant crashing every flow that shows it.
• Fixed clearing a task’s due date being rejected, and tasks with no due date showing as 01/01/70.
• Fixed a project with no dates showing today’s date as its start, end and due date, and clearing those dates being rejected.
• Fixed Reset column widths doing nothing on tasks, and only resetting the default columns on people.
• Fixed clearing a manager in Settings › Team failing with an error, and renames of a teammate being silently dropped.
• Fixed Company Context and health score reverts reporting success without saving anything.
• Fixed the My Team, My Book and All Accounts pickers on the dashboard and reports behaving differently from one another.
• Fixed tickets and activity being attributed to accounts you had deleted.
• Fixed Freshdesk tickets being filed against the requester’s own company — often a third-party agency — instead of the account the ticket is about.
• Fixed churned accounts winning attribution over live ones, and accounts with a blank type being treated as if they had one.
• Fixed people and activity with a blank account reference being treated as if they belonged to an account.
• Fixed unattached meetings, conversations and surveys never reaching AI search, even once an account was matched later.
• Fixed notification links for internal meetings landing on a page with the meeting missing.
• Fixed duplicate activity when several Gmail or forwarded-email notifications arrived at once.
• Fixed a Salesforce sync that crashed part-way reporting success, along with five other syncing defects.
• Fixed HubSpot owner fields holding a name rather than an owner record resolving to nobody.
• Fixed a stuck Agent Studio workflow that could never resume.
• Fixed dynamic field values being wiped when a component is refreshed.
• Fixed Salesforce cases going stale for a company when one misconfigured source aborted its whole sync cycle.
• Fixed former CSMs lingering in book and CSM listings after they were replaced.

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New Features

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Improvements

• Activity with no matching account is kept, not dropped — Meetings, conversations and surveys that don’t match an account are now stored and searchable instead of being discarded, so you keep the record and any tasks pulled out of it.
• A tidier Add field menu — The Add field dropdown in your project’s Edit fields panel is now one searchable list instead of being split under Standard and Custom headings.
• Comments look the same wherever you read them — Comments on a shared project now use the same avatars, names, timestamps and formatting as the internal view, including inline @-mentions.
• Better error messages — When you save a contact without a name, you now get a one-sentence explanation instead of a paragraph.

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Bug Fixes

• Fixed recurring Outlook meetings appearing twice — the series itself was being saved as its own meeting alongside the first occurrence.
• Fixed recurring meeting occurrences arriving without their title, organizer or other details from the series.
• Fixed duplicate Outlook emails and misrouted replies by matching messages on a stable message ID, so threads and legacy conversations route to the right activity.
• Fixed Outlook calendar notifications being dropped when a busy mailbox sent several at once.
• Fixed marketing and bulk email appearing on account timelines when anyone on the thread was a known contact.
• Fixed Slack messages on channels that can’t be matched to a customer being retried until they timed out instead of being filed.
• Fixed your task agent referring to tasks it had invented, which caused an entire batch of task updates to be discarded.
• Fixed custom fields disappearing from a project on the customer portal when the project’s own visibility settings should have kept them.
• Fixed a required custom field you’d hidden from a project still blocking task creation, with no visible field to fill in.
• Fixed the Account field on an opportunity being accepted as empty and then rejected by the server with a raw error message; it’s now flagged as required before you save.
• Fixed the integrations list failing to load entirely when a single connector entry was unrecognized; the rest now load normally.
• Fixed an error when saving a warehouse integration’s query for the first time, even though the save had actually gone through.
• Fixed opportunity views failing to come back after a refresh error.
• Fixed new members failing to join when their profile arrived without a first or last name.

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New Features

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Improvements

• Required-when rules on opportunity fields now work as configured — A custom field set to required only when certain conditions match now honors every condition the builder can express: dates and date presets like the current fiscal quarter, multi-select and lookup values, the owner, whether the deal is closed or won, and groups that mix and with or. Previously only a stage match ever fired, so the rest silently let the save through. Explore more →
• Required-when rules survive an edit, and clear when you clear them — Editing anything else about a field no longer quietly deletes its rule, emptying the Filter Conditions builder now actually removes the rule, and a number field you deliberately set to 0 or a checkbox left unticked no longer counts as filled. Explore more →
• A cleaner layout for comments — Comments on tasks and projects are now one card each, laid out the same way on both surfaces: author and timestamp on top, the body directly beneath, an avatar that stays legible in dark mode, and @-mentions that read as part of the sentence instead of a button. Per-comment actions moved into a single overflow menu, and a long comment collapses to a few lines with a fade and expands in place. Explore more →
• Better account health scores, on a scale that’s written down — Account health now runs on a stronger model with the seven health ratings explicitly defined, including the difference between no evidence and neutral. Scores are more consistent and arrive several times faster; expect some accounts to move when this lands. Explore more →
• Dates in exported CSVs open correctly anywhere — Grid exports now write dates as YYYY-MM-DD instead of US-style MM/DD/YYYY, which spreadsheets outside the US were silently reading day-first and transposing. Sorting and formulas on an exported date column now work in every locale. Explore more →
• More document types on attachments — You can now attach modern and legacy Word, Excel and PowerPoint files, including .xlsx.
• Create a digital worker in one step — There’s now a Create action on the Digital Workers page: give the worker a name and an optional description and it opens as a draft in the editor. Explore more →
• Tidier recaps for internal meetings — The post-meeting email and Slack message for an internal meeting no longer carry an empty follow-up-email section or a customer sentiment that doesn’t apply, and the link now opens the meeting directly instead of a placeholder account.
• PostHog in the MCP catalogue — You can now connect PostHog as a third-party MCP server with a personal API key, so your agents can query your insights, events, feature flags and experiments. Explore more →
• Saves tell you why they were rejected — When the server refuses an edit you now see the actual reason instead of a generic failure toast. Adding an account to a contact who has no stored name, for example, now tells you the contact needs a name first. Explore more →

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Bug Fixes

• Fixed filters silently returning extra rows when the value you typed contained a % or an _ — those characters were being treated as wildcards, so contains "ACC_100" also matched ACC1100. They now match literally. Any saved segment or view built around such a value was showing more records than it should. Explore more →
• Fixed health Last Modified and Confidence filters returning nothing on account segments and grid columns, and fixed the Confidence column rendering blank. Confidence is now a percentage field, so the builder offers numeric comparisons instead of text ones. Explore more →
• Fixed opening a task on a project page clearing the filters you’d applied to the task grid.
• Fixed the comments panel opening on the three oldest comments instead of the newest, which also made Show previous comments walk forwards in time rather than back. Explore more →
• Fixed comments showing a blank author. The name is now read from the contact record every time a comment is displayed, so comments posted by someone whose profile had no name at the time still show one, and renaming a teammate updates their name on every comment they have ever left.
• Fixed typing an email address into an Agent Studio field popping the @-mention list and swallowing everything after the @, leaving the field cut off at john@.
• Fixed the filter panel becoming unusable once you added enough filters — the filter chips now scroll on their own, so the field list and Add Condition stay reachable no matter how many conditions you build. Explore more →
• Fixed support tickets that arrive without an id from the source tool all collapsing into a single activity. This affected every ticketing integration; affected tickets now land as separate activities.
• Fixed tasks synced from JIRA losing their JIRA Link once a tenant moved to the self-serve JIRA configuration. Turn the link on and set your JIRA site address in the integration settings to restore it. Explore more →
• Fixed the hourly note-taker sweep stopping entirely when a single meeting had no calendar data, which could leave later meetings in the hour without a note-taker. Explore more →
• Fixed several knowledge-base problems: a failed index created a duplicate entry on every later sync of the same source, crawled web pages had their JavaScript and stylesheet text indexed as article content, some documents retrieved the wrong passage, and a document that had failed once kept showing an error after a clean re-index. Explore more →
• Fixed Equation formulas offering fields from custom objects. They were accepted, reported as valid, and then computed blank forever; those fields are no longer offered, and only Cross-Object formulas can reach them. Explore more →
• Fixed the built-in Conversation status template being deletable, which permanently removed the statuses your conversations depend on.
• Fixed logging an activity by hand failing with “Failed to Process Activity” when you added a customer contact as an attendee. Explore more →
• Fixed Stella and search missing conversations that involve more than one customer — a shared Slack channel was only ever searchable under the first customer on it, and adding a second customer later never filled the gap. Conversations are now indexed for every customer on them.
• Fixed the formula editor accepting a formula the save then rejected, and fixed a formula typo returning a server error instead of the message explaining what’s wrong. Explore more →
• Fixed workflows in Agent Studio that use Stella failing to run at all since the end of July.
• Fixed quick actions in the Agent Studio guided chat being misread, which sent the conversation off course.
• Fixed reprocessing a meeting quietly deleting the tasks it had already created for that meeting.
• Fixed Slack conversations being grouped without the improved grouping instructions that shipped with them.

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New Features

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Improvements

• Anyone on your team can share externally — Creating a customer-facing share link for a project or document is no longer limited to admins; members can do it too. Explore more →
• Faster meetings, calendar, and dashboard — Your meetings tabs load only the range you’re looking at, calendar views open quicker, and dashboard widgets reuse what they’ve already loaded instead of fetching twice. Explore more →
• Faster reports — Reports built on custom SQL widgets load from cache, so dashboards you revisit come up quickly.
• Quicker account and opportunity pages — Field data loads with less overhead, so record pages open faster on large accounts.
• More field types in cross-object formulas — Cross-object formula fields now accept every scalar field type as a source, and the formula editor checks the source type, return type, and transform before you save instead of letting the field quietly produce a blank value. Explore more →
• Clearer sharing controls — Visibility wording across the project and task dialogs is plainer, and a field that’s always visible to customers now reads Always shared instead of showing a greyed-out checkbox. Explore more →
• Edit link fields without leaving the form — URL custom fields on tasks, projects and opportunities are now read-and-edit in place: follow the link, or edit its label and address inline. Explore more →
• More room in @-mentions — Choosing a category when you @-mention in Stella now shows up to 30 matches instead of a handful.
• Pick customer contacts, not just teammates — The assignee picker on tasks and projects, and the Attendees picker when you log an activity by hand, now list the account’s contacts alongside your internal users. It’s one list with each row tagged Internal or External; type to search contacts by name or email, and the closest match is shown first.
• Past dates on tasks — The start and due date pickers on a task no longer block earlier dates, so you can backdate work you’re logging after the fact. The only rule is that the start date can’t come after the due date.
• ARR in one currency for multi-currency Salesforce orgs — If your Salesforce org has multiple currencies enabled, Statisfy now asks Salesforce to convert each record’s amount to your corporate currency instead of adding the raw numbers together. Totals, sorting and filtering on ARR now line up with your own Salesforce reports; expect your ARR figures to shift once this lands. Explore more →
• Contact origin is recorded accurately — People are marked as coming from your CRM or from Statisfy at the moment the record is created, so the origin filter on People segments reflects where each contact actually came from.
• Richer context for AI field extraction — Statisfy passes account context when extracting values from activity, improving accuracy on fields it fills for you. Explore more →
• Tidier tables — The deprecated table-filters banner is gone and list views refresh reliably after you make a change.

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Bug Fixes

• Fixed an oversized email thread stalling a mailbox’s sync, which could hold up every later message from that inbox.
• Fixed your DNS records disappearing from Settings once a domain was verified — they now stay visible so you can check or re-copy them. Explore more →
• Fixed the web address on a URL custom field being dropped when you saved an opportunity, which left the label with no link behind it. Links lost this way need to be re-entered.
• Fixed support tickets not appearing when the person who reported them couldn’t be matched to a contact — those tickets now show up with the reporter left blank.
• Fixed the DevRev timeline stopping partway through loading older items. Explore more →
• Fixed attachments not appearing on conversations that didn’t involve Stella.
• Fixed reports with custom SQL widgets serving stale numbers after a refresh.
• Fixed customers landing on “No Organization Found” instead of the shared project after signing in to a share link. The same fix restores every deep link that goes through a Google or Microsoft sign-in.
• Fixed CSV import emails being rejected when the sending mail client attached a display name to your import address. Data sent that way was silently dropped; resend anything that never arrived. Explore more →
• Fixed AI task extraction failing on an activity when one extracted task referenced a task id that didn’t quite match a real one, which stopped every other task on that activity from being created.
• Fixed Salesforce custom objects linked to accounts pulling in records from unrelated accounts on incremental syncs, and duplicates when two account filters overlapped.
• Fixed automation rules accepting an incomplete set of conditions, fixed automations not working on accounts created before you set the rule up, and fixed rules that create a project from a template failing on their first run.
• Fixed the comments drawer background not matching the other side drawers.
• Fixed error messages and confirmation toasts that were showing the wrong text.

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New Features

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Improvements

• More fields on shared projects — Every standard project and task field is now available in the sharing view, so customers see the full picture you’ve chosen to expose. Explore more →
• Comments on shared projects and tasks — Comments you mark for external visibility now render on the customer’s share view read-only, so both sides can see the same discussion history.
• Clearer field visibility controls — One clean control per field for internal vs. shared visibility, with unsaved-changes guards on the project and task dialogs so you never lose an edit by mistake. Explore more →
• Explanations when a view can’t be deleted — If a shared view is used by teammates or referenced elsewhere, deleting it now shows exactly what’s blocking it instead of a generic error.
• Weekly reporting-period start day — For CSV imports on a Weekly snapshot period, you can now pick which day of the week the reporting week begins on (defaults to Monday). Explore more →
• Faster fresh chats — Stella-style vector searches with type filters return results faster and don’t stall on empty matches.

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Bug Fixes

• Fixed Freshdesk and Pylon activities failing to ingest when a message body was empty or null.
• Fixed the docs editor showing “Saving…” forever after a save, and fixed an occasional sign-in error when opening a doc.
• Fixed inline edits on custom object lookup fields not saving — object-child lookups now update correctly on the account and opportunity pages.
• Fixed shared custom fields with no value being hidden on the customer share view — they now appear as empty. Explore more →
• Fixed a race that could show a stale “changed elsewhere” warning in Portal Studio while you were typing rapidly.
• Fixed the task-visibility dialog occasionally showing a stale task list when you reopened it.
• Fixed unnecessary chat rate-limit retries by honoring the server’s retry policy globally.

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New Features

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Improvements

• Guided domain authentication — Setting up your sending domain is now a step-by-step walkthrough with copy buttons for each record and automatic detection of your DNS provider. Explore more →
• Company email domains — Admins can list every domain your company uses (Settings → Config), so colleagues on any of them are recognized as internal teammates.
• DevRev surveys and tickets — CSAT survey responses from DevRev can be brought in as survey activities (opt-in), tickets that previously failed to match are recovered using your CRM ids and domains, and connecting DevRev is now fully self-serve. Explore more →
• Field visibility on shared projects — Every project field now has independent Visible (your internal view) and Share (the customer’s view) switches. Explore more →
• Report clarity — Filter dropdowns only suggest values that exist in the view you’re on, SQL charts support My Book filtering, and a report that runs too long now shows a clearer message.
• Health widget transparency — When a health run is skipped (for example, during a cool-off period), the AI Health widget now tells you why.
• AI task emails are opt-in — Emails about AI task updates and comments are now off by default; admins can turn them on in settings.
• Unique workflow names — Agent Studio no longer allows two of your workflows to share the same name, so runs are easier to tell apart.

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Bug Fixes

• Fixed the Account and survey Date columns in activity views not sorting when clicked.
• Fixed Z-A sorting on tasks showing empty assignee and customer values first — empty values now sort last.
• Fixed the People list jumping back to the top while you scrolled.
• Fixed misaligned months and navigation arrows in the date-range picker.
• Fixed a “connected” message from one integration appearing while you were connecting a different one.
• Fixed accounts dropping out of My Book and reappearing after Salesforce owner syncs.
• Fixed unclassified account health showing as yellow on the dashboard.
• Fixed the survey builder flagging unsaved changes you didn’t make, and editing a published survey now shows a clear message instead of an unexplained error.
• Fixed list pages briefly going blank when filters changed mid-session, and a menu that stole your text selection while editing.
• Fixed product-usage dimensions with yes/no or text values not being stored correctly from your warehouse.
• Fixed custom fields missing from the shared project view when they had no value yet.

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New Features

• Choose what’s visible — Pick exactly which fields and which tasks appear on the shared view, and keep anything else internal. New tasks default to visible on shared projects so nothing is missed.
• Comments on projects and tasks — You can comment on a project or an individual task, and you’re automatically added as a follower whenever you comment or are mentioned.

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Improvements

• Reports show all your accounts — Builders and viewers now see every account in Reports, matching the access they already have across the rest of Statisfy.
• Clearer follow-up emails — Follow-up emails now group next steps by owner, so it’s obvious who is responsible for what.
• Create warehouse dimensions on the fly — While setting up product usage, you can add a new dimension inline and pick its field type without leaving the page.
• Snowflake number fields — Snowflake connections now bring in decimal and number custom fields from your warehouse.
• Richer list-field filtering — You can now filter list fields with “contains”, “is empty”, and “is not empty”, and select an entire list at once with @.
• Agent Studio people fields — People-lookup fields now resolve correctly, and the field picker shows readable field names.

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Bug Fixes

• Fixed Stella showing an out-of-date reply when you reopened a chat from History while it was still responding.
• Fixed Freshdesk tickets showing “Unknown” instead of your real ticket status labels.
• Fixed Freshdesk and Zendesk tickets being attributed to a support agent instead of the customer who opened them.
• Fixed people records failing to save when an email address had unusual formatting, such as extra quotes, angle brackets, or stray characters.
• Fixed customer and owner names appearing blank when the person was linked to a Statisfy user.

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Improvements

• Connect Google Workspace during onboarding — Onboarding now offers a single “Connect Google Workspace” step in place of the separate Gmail and Calendar steps, so you link everything at once.
• Customer stage field — Accounts now include a built-in Customer Stage field you can set and filter on.
• Project lookup fields — You can now add a custom field that links a record to a Project, and view and edit it across every field surface.
• Snowflake key-pair sign-in — Self-serve Snowflake connections now support key-pair authentication in addition to a password.
• Clearer Stella tool activity — Stella now shows readable labels for what it’s doing (and a short summary of each result) instead of raw internal step names, and new-chat suggestions and citation tooltips are cleaner and no longer clipped.
• Account type in global search — Global search now shows an account’s type next to long account names so you can tell similar records apart.
• Campaign sends on the timeline — Emails sent from a flow or Agent Studio campaign now appear as activities on the customer timeline.
• Task sharing polish — The task share button, follower chips, and header spacing have been tidied up.
• Cleaner CSV exports — Exported CSV cells now use consistent line endings so they open correctly across spreadsheet apps.

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Bug Fixes

• Fixed HubSpot date custom fields with millisecond timestamps or blank values failing to import.
• Fixed Salesforce case status and priority not updating in Statisfy when a case changed without a new comment.
• Fixed some Salesforce opportunities missing required fields when a field whitelist was in effect.
• Fixed an Agent Studio filter dropping its “OR” conditions when combined with “AND” conditions.
• Fixed warehouse data previews hiding the real error and showing a blank result instead of explaining what went wrong.
• Fixed Stella occasionally crashing in the playground, and showing stale content when you switched chats while a response was still generating.

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New Features

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Improvements

• CSV ingestion handles tricky inputs — On Email-sourced CSV configs, a new optional “Attachment Filter” regex picks the right file when several attachments arrive in the same email. Blank and “NaT” date cells no longer fail their rows — they store as empty values.
• Recurring CSV imports respect read-only fields — Scheduled CSV runs now skip mappings to fields that have since become read-only (formula or CRM-owned), and the run summary surfaces a “skipped non-editable field writes” count so you can see what was left untouched.
• CSV replay accuracy — Replaying a past CSV ingestion now anchors its time window to the original arrival, so reruns process exactly the same set of rows as the first run.
• Tasks: live followers — Reassigning a task or @-mentioning a teammate refreshes the followers chips in place — no page reload needed.
• Conversations inbox: readable names — The inbox list now shows human-readable Worker / Customer / Assignee / Sender names instead of raw IDs.
• Agent Studio: custom-object Field Updater — Field Updater V2 now lets you pick a custom object first, then scopes the Entity Filter to that object’s fields only.
• Agent Studio: date comparisons — Conditional Router V2 and the Comparison node now support date-vs-date operators (before / after / equals).
• Stricter Agent Studio template handling — Flows that reference a missing field or node via {{...}} now fail loudly at build time with a clear “Unresolved template” error, instead of silently passing the raw {{...}} text downstream. Existing flows with template typos that previously “worked” will now show the error so you can fix the reference.

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Bug Fixes

• Fixed Tasks and Accounts with JSON custom-field values returning a 400 on read — those pages now load cleanly and the value renders.
• Fixed CURRENCY custom fields imported via the warehouse config dropping their value because no storage type was picked in the UI.
• Fixed Jira self-serve rules that create tasks not projecting account fields onto the new task.
• Fixed NetSuite custom-object setup failing on a tenant’s very first sync.
• Fixed CSV ingestion occasionally failing because of a schema-isolation regression.
• Fixed Stella support-ticket counts ignoring the sentiment filter on the authoritative count.

​

New Features

• Custom computation schedule — Choose how often account health recomputes for your workspace.
• Preview before you save — See how a health configuration would score your accounts without committing the change.
• Health instructions wizard — Walk through and preview the effect of your health instructions before applying them.

• Date filters — Filter rollup formulas by date, including relative ranges (such as the last 30 days) and specific date comparisons.
• Child and descendant fields — Rollups now pull custom field values from child and descendant records.
• Broader, more frequent coverage — Formula fields now compute for all of your customers, not just those linked to a CRM, and refresh on a regular schedule.

​

Improvements

• Activity remapping is now generally available — Remapping activities to the right accounts is available to everyone, with a new Unmapped Internal tab alongside fixes to the Unmapped External filter and the remap dialog.
• Readable CRM picklist values — Picklist and multi-select fields synced from your CRM now show their human-readable labels instead of raw codes.
• Sort tasks by custom fields — You can now sort the tasks list by any custom-field column.
• Auto-saving column layouts — The Customize columns panel now saves your changes automatically.
• Share a task in one click — A new share button copies a clean link to any task.
• More reliable API Call action — The API Call action in Agent Studio now supports a configurable timeout and automatically retries when a service rate-limits the request.
• Shared Google Drives in Knowledge Base — Google Drive knowledge base sync now includes shared drives.
• Seamless sign-in for shared links — When you share with someone by email, their access is set up ahead of time so they can sign in without friction.
• Readable presentation steps — Presentation generation now shows clear, human-readable labels for each step.
• Tidier error notifications — Network-error messages now dismiss themselves and no longer stack into duplicates.
• Fresher integration status — Connected-integration status stays current, with a clearer loading state while it refreshes.
• Updates email type - “Unsubscribe” is optional, this is a new email type which should commonly be used to share new updates

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Bug Fixes

• Fixed some user Session Issues.
• Fixed inline edits reverting, and unrelated data briefly reloading, when the app refreshed data in the background.
• Fixed the date picker rendering blank when editing certain date fields.
• Fixed several project-template issues: templates failing to load after a date-field change, being unable to save a template with “No Role Selected,” and templates breaking when they referenced a deleted custom field (now surfaced clearly).
• Fixed custom field values being inconsistent across viewing, editing, and export.
• Fixed custom field values missing from product usage metrics.
• Fixed ARR and other number and currency fields showing 0 in account details.
• Fixed Stella suggestion cards showing meeting times in the wrong timezone.
• Fixed Stella not respecting your account health scale and account scope.
• Fixed Agent Studio not showing which account matched for contacts tied to multiple accounts.
• Fixed email template edits not saving.
• Fixed Gmail drafts being ingested as activities.
• Fixed cancelled meetings not being removed, and outdated recurring meetings lingering after updates.
• Fixed duplicate Slack messages appearing on timelines, and @-mentions of people outside a channel not resolving to the right person.
• Fixed empty customer domains causing incorrect domain matching.
• Fixed internal CRM owners not mapping to your own company record.
• Fixed disconnecting an integration not working reliably.

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New Features

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Improvements

• Stella drafts Slack replies — Ask Stella to “reply to that thread saying we’ll follow up Friday” and it produces a properly formatted Slack draft you can edit and send.
• More reliable Slack ingestion — The Slack listener now has a healthcheck, heartbeat, and graceful shutdown, so message delivery is more consistent under deploys and restarts.
• Proactive Slack channel mapping — New Slack channels are now automatically mapped to customers in the background, so they show up on the right account timelines without admin action.
• Real support-ticket sentiment in Stella — When Stella surfaces support tickets, it now reports the actual ticket sentiment instead of a generic placeholder, and grounds claims in the underlying activity data.
• Trim and dedupe picklist options — Picklist, pill, and lifecycle-stage option entries are now automatically trimmed of whitespace and de-duplicated across create and edit — including drafts you’ve typed but not yet added.
• Faster initial app load — Modals now load on demand, shrinking the initial app bundle for a quicker boot.
• Clearer email template errors — Saving a template with a syntax error now surfaces the exact error message and line number instead of a generic server error.
• Case-insensitive People emails — Email addresses are normalized to lowercase on write so the same person no longer appears twice because of capitalization differences.
• Larger CSV exports — Async exports honor the maximum row cap and the connection stays open longer so very large files still finish.

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Bug Fixes

• Fixed Slack uninstall picking the wrong workspace when you had multiple Slack workspaces connected.
• Fixed Slack channel rename events not being correctly attributed to their workspace.
• Fixed CSV export buttons not appearing — and export resume not working — on the Partner, Vendor, and other customer-type tabs of the Accounts and Opportunities pages.
• Fixed Salesforce custom field values being marked clean without actually being pushed to Salesforce, when the field was non-editable or unsupported for writeback.
• Fixed Jira self-serve rules that create tasks not projecting account fields onto the task as configured.
• Fixed NetSuite custom-object setup failing on a tenant’s very first sync.
• Fixed custom field “Last Updated” timestamps advancing on no-op writes, which caused field-change triggers to fire spuriously.
• Made shared activity links more resilient to errors.
• Fixed Stella’s transcript search occasionally returning irrelevant fallback content when no transcripts matched — it now clearly reports that no transcript content was available.
• Fixed the Rocketlane integration tile pointing to the wrong settings path.
• Fixed Agent Studio crashes when a flow’s field-path references didn’t align with the runtime context.

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New Features

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Improvements

• Resume CSV exports after a refresh — Exports of People, Accounts, Opportunities, and survey responses now reconnect automatically if you refresh the page or reopen the tab mid-export, and your download completes when the file is ready.
• Safer retries for failed automations — When you re-run a failed agent or flow, it now reuses the results of steps that already succeeded instead of redoing them, so retries are faster and won’t duplicate work.
• Citation control on Pre-Built Agents — Agent builders can now toggle whether citation markers appear in a Pre-Built Agent’s responses, matching the option already available on Stella.
• Related fields in rollup filters — The rollup filter picker now lets you filter on fields from related entities, not just the entity itself.
• Rocketlane settings access — The Rocketlane tile now shows a Settings button so you can open its configuration directly.

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Bug Fixes

• Fixed calendar-date custom fields appearing a day off for viewers in certain timezones.
• Fixed Salesforce syncs that could wipe prospect accounts for tenants whose filters excluded prospects, and restored opportunities that had been system-archived in error.
• Fixed HubSpot creating duplicate Call records and leaving call titles blank.
• Fixed people records where an incoming custom field could overwrite your normalized email address.
• Fixed public survey pages not falling back to a default theme when none was set.
• Fixed video not rendering when you open a shared activity link.
• Fixed clicking a task’s status cell unexpectedly opening the edit panel.
• Fixed a crash in Agent Studio and an issue where the agent preview failed to load.
• Fixed PowerPoint generation occasionally hanging instead of completing or surfacing a clean error.
• Fixed external share-grant emails so they send from the correct branded template.
• Fixed CSV imports dropping the selected date format when mapping date columns.

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New Features

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Improvements

• Opportunity stage and type labels everywhere — Saved view filters, sort, group-by, and CRM-sync paths on Opportunity stage and type now resolve to human-readable labels from the lifecycle-stage registry, so views built before and after the recent registry migration both keep working and downstream consumers (Prism, reporting) see the labels users expect.
• Multi-pipeline HubSpot stages — HubSpot deal stage ingestion now persists stages from every pipeline, not just the default one, so multi-pipeline tenants no longer see raw HubSpot stage IDs in the Opportunities grid.
• Smarter mention search — Typing @ in chat and comments now ranks prefix matches above substring matches across user, account, and meeting suggestions, and account search is materially faster on large tenants.
• Clearer API error toasts — When the backend rejects a save because of missing or invalid fields, the toast now lists the exact field names and reasons instead of a generic “Field required” message.
• Responsive transcript search — The transcript search box now adapts its placeholder text to the available width, so the label is no longer clipped by the match counter when the side panel is narrow.
• Bigger Stella PowerPoint decks — Stella can now generate larger PowerPoint presentations without hitting the previous mid-deck cutoff.
• Cleaner agent error messages — Single-turn errors from Stella and custom agents now surface as a real error instead of returning error text inside the chat bubble.
• Light-mode chatbot polish — The chatbot’s message text now uses higher-contrast colors in light mode for better readability.
• Opportunity stage options hidden from settings — Stage and type entries that are managed by the lifecycle-stage registry are now hidden from the field settings page to prevent accidental edits.

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Bug Fixes

• Fixed support tool’s “Associate Activity with Account” so the timeline updates immediately after you save, and so retrying the same association no longer surfaces a “Mapping already exists” error.
• Fixed CSV import silently writing today’s date when a column mapped to a date field contained an unparseable value — the preview now flags those rows and the import fails them cleanly instead of corrupting the data.
• Fixed the Account Summary cell on the Accounts and Opportunities grids so it renders as readable text instead of a raw Python dictionary.
• Fixed Salesforce churn details ingestion timing out on tenants with very wide account schemas, which was leaving some churned accounts frozen at their pre-churn state.
• Fixed a Fathom call-summary delivery delay of up to nine hours caused by timezone drift in scheduled syncs, and corrected the same drift on Granola, Pylon, and DevRev.
• Fixed duplicate “Account” columns appearing in the Tasks grid for saved views that still carry the legacy column alias.
• Fixed PowerPoint generation occasionally hanging the in-progress spinner forever when the upstream stream stalled, and ensured long-running background jobs surface a clean error when they expire instead of spinning indefinitely.
• Fixed CSV exports so view columns are respected, object custom fields flatten into separate columns, URL fields split into link plus title, and exported file names include a timestamp.
• Fixed timeline reads after associating an activity so they always reflect the just-written mapping instead of a stale replica view.
• Fixed Salesforce Chatter, Pylon, DevRev, and Granola syncs that were silently using the container’s local timezone for the upper bound of their data window.

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New Features

• 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.

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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.

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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

• 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.

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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

• 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.

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New Features

• 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.

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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.

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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.

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New Features

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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.

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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.

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New Features

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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.

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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.

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New Features

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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.

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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.

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New Features

• 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.

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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.

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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.

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New Features

• 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.

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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.

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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.

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New Features

• 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.

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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.

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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.

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New Features

• 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.

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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.

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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.

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New Features

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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.

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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.

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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.

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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., 0 or false) 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.

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New Features

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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.

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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.

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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.