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2026-03-02

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Campaigns

  • Added permission-based access control for campaigns. Users can now be granted view-only, use, or manage access to campaigns separately, and the UI respects these permissions—hiding write actions and settings from users who don’t have the appropriate access level.
  • Campaign email previews now show the preheader text, giving a more accurate view of how the email will appear in recipients’ inboxes.
  • The Files tab now links back to the original uploaded file for easy reference.
  • Fixed: Smart campaign activation markers are now matched case-insensitively, so variations in capitalization no longer prevent campaigns from activating.
  • Fixed: Campaigns now retrieve only the relevant section from a briefing document when populating tokens. Previously the agent received the entire document, which caused confusion when multiple emails had similar token names—sometimes failing to resolve the correct value.
  • Fixed: “Chat about content” now correctly targets the selected content item instead of conflicting with other UI selections on pages where the chat drawer appears multiple times.
  • Fixed: Campaign member status was not being correctly set in some cases.
  • Fixed: Section lookups now work correctly after a section is re-uploaded. Previously, sections with status markers in their names were not found by name after re-upload.
  • Fixed: Worksheet status column can now be mapped to campaign member status. This mapping was broken and has been restored.

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Worksheets

  • More reliable processing of uploaded spreadsheet files, with improved handling of Excel files regardless of filename extension.
  • Fixed: Deleting a worksheet now also removes associated skills, preventing orphaned skill definitions from accumulating.
  • Fixed: The step-result edit modal now has clearer UI with improved validation feedback, making it easier to understand what edits are valid.

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Integrations

  • Marketo CSV exports now include the program member status for each lead, making it easier to track membership state after a list upload.
  • Fixed: Asana workflow triggers no longer create duplicate workflows. A race condition was causing file-upload events to be processed twice, splitting a single workflow into two.

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Lab

  • Power Users can now see the full prompt in the Lab, even when Tweaks are attached. Previously, attaching tweaks to a skill would hide the prompt tab from Power Users. Now, any user with Lab management access can see all Lab tabs.

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General

  • Added a dedicated logout option accessible from the user menu.
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2025-08-27

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Enhanced Email Builder

We’re excited to share the latest improvements to make your workflow smoother and more efficient!Simplified formatting: Indentation now works automatically without needing special tagsBetter text formatting: Fixed line-break issues for cleaner email layoutsEnhanced styling: Added support for inline CSS to give you more control over your email appearanceTo learn more about content formatting, visit Content Formatting

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More Control Over Your Results

Edit on the fly: Modify result data and messages directly from the interfaceSmart status management: Change result types between success, needs review, or needs approval based on your workflow needsFix and continue: When something needs adjustment, you can edit the data or send it back for review while keeping the rest of your workflow moving

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Improved Search and Navigation

Enhanced filtering: Better search filters to help you locate specific items quicklyVisual progress tracking: New progress bars keep you informed about ongoing processesRefreshed interface: Updated search page with a cleaner, more modern designAccurate status display: Worksheet cards now show the correct status informationThese updates are part of our ongoing commitment to improving your experience. As always, if you have questions or feedback, our support team is here to help!
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2025-05-13

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Simplify File Uploads and Improve Enrichment

  • Simplify starting sequence for worksheets with file requirements
  • Secure integration credentials in Lab
  • Rework lead enrichment as a first-class feature
  • Add Google Search integration to supplement lead enrichment
  • Only list Skills used in worksheet steps in the Lab
  • Fix UI bug surrounding some stale JSON Editor content
  • Fix Slack Link. Link now has information about a specific thread
  • Propagate error message when exceeding item import limit
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2025-05-02

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Prompt Tweaks

  • Simplify Skill management by adding “Tweaks”
    • No need to open up the entire prompt for editing when making simple changes.
  • Add Dashboard configuration for worksheets
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2025-01-09

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Adding HubSpot and UI Improvements

  • Launch HubSpot integration
  • Add field-level rationale for all data changes in the result drawer, add buttons to flip through leads
  • Improved reliability and error handling for Marketo lead upload integration
  • Email Builder now doesn’t show unused tabs in the worksheet UI
  • Add CSV download on the leads page
  • Add notifications for task completion in list upload