January 28, 2026: Chat to your deal

Chat to your deals 

Working inside live deals is now faster, clearer, and far more intelligent.

You can now:

• Chat directly within each opportunity using an AI assistant with full deal context. Calls, notes, stakeholders, activity, and next steps all in one place

• Get instant, up-to-date deal summaries without digging through timelines or switching tools

• Draft follow-ups grounded in what was actually said on calls, not generic templates

• Understand what’s missing in a deal and get guidance on how to move it forward

This turns every deal into an active workspace, helping reps spend less time searching for information and more time progressing opportunities.

Smarter pipeline navigation and filtering

Working with large pipelines is now faster and more intuitive.

You can now:

• Handle large pipelines effortlessly with pagination that supports 999+ deals without performance slowdowns in the Pipeline view

• Filter deals more accurately with Deal Owner dropdowns that only show owners relevant to the selected pipeline

• Start with clearer context using new default date filters set to “This quarter onwards”, with the added option to view “Last quarter onwards”

This makes it easier to focus on the most important deals at a glance, without unnecessary noise.

Intiative relevance analysis

Calls that are tagged for coaching but aren't relevant to the initiative won't be analysed. The reasoning behind these disqualifications is now more transparent.

Now you can see call relevance indicators directly in transcripts, showing exactly why a call was included or excluded from analysis.

This helps managers and reps trust initiative scoring and quickly understand what skills and behaviours were evaluated.