Release notes | 26th, June, 2025 | 120

Summary

This week introduces instant AI-powered answers across the platform and quicker access to the AI filter assistant. You can now create opportunities and add tasks from the extension, share saved views with several teammates at once, and fix missing required CRM fields more easily. Better navigation, clearer error messages, an improved Digital Spend metric and interface refinements make daily work smoother.

Changes

• Filters are now displayed in a single horizontal line for easier viewing and use.

• Clicking the back button in the assistant sidebar now returns you to My chats instead of starting a new chat.

• The search field now stays highlighted when you hover over it.

• Users now see a clearer error message if they try to sign in with a single sign-on email that has no matching account.

• Users can now open the AI filter assistant directly from the top of the company and people filter screens.

• Users can now ask any question in the AI chat assistant and get instant answers powered by online search.

• Users can now get instant answers to questions about how the platform works from the assistant.

• Users can now select several collaborators at once when sharing saved views.

• Users can now create opportunities for people and companies directly from the extension.

• The extension now offers a sign up option that takes new users to the web app invite code page to create an account.

• Users can now add tasks for companies and people directly from the Chrome extension activity tab.

• Matching a record now keeps your scroll position in the list instead of returning to the top.

• The Digital Spend metric has been updated for improved accuracy and reporting.

• Users can now view company keywords directly in the company sidebar.

• Users can now view and fix missing required fields for both the main record and associated records before syncing to the CRM.