2 posts tagged with "pipelines"

Advanced CRM & Contacts System​

The Contact record is the heart of any CRM. We've rebuilt it from the ground up to be more powerful, flexible, and organized, allowing you to store and see all your customer data in one place.

What's New​

• 250+ Default Fields: Rich customer profiles out-of-the-box with industry-standard fields
• Unlimited Custom Fields: Create fields for any business process or data point you need to track
• Pipeline & Table Views: Manage contacts visually or in data-dense tables
• Activity History: A unified timeline for email, messages, calls, and notes

Why This Matters​

360° View: Finally, a true single source of truth for every customer.

Flexible: Adapt the CRM to your business, not the other way around.

Organized: Instantly see a contact's history and data without digging.

Workflow Builder for Agents​

An agent that can talk is one thing, but an agent that can take action is another. Launching alongside the Agent System is the new Workflow Builder, allowing you to connect your AI to automated, multi-step actions.

What's New​

• Multi-Step Workflows: Automate follow-ups, decisions, and internal actions
• Conditional Branching: Create dynamic flows that adapt to user responses (e.g., "If intent is 'sales_qualified', create a deal in the pipeline")
• Execution Preview: Review workflow steps and data inputs for accuracy

Why This Matters​

Full Automation: Your agent can now do more than just talk—it can qualify leads, update the CRM, and send follow-ups.

Smarter Agents: Create complex logic that guides the agent's behavior based on real-time conversation data.