New
A portal for partners
Partners now have one place for everything client-facing: the workspaces you manage, your firm's details and brand, the sales deck and your certifications.
What shipped
- Clients, Details, Brand, Presentations and Certifications — the whole partner relationship in one portal.
- Put your logo and colours on the sales deck and export it to PDF to send ahead of a meeting.
- Work inside every client workspace from the dashboard login you already have — no separate accounts.
More updates
A Feedback page, with an AI report
Every 👍/👎 across your agents now has a page of its own. See how satisfied visitors are, go through each vote, and let an AI report tell you what to fix first.
Skills get their own page
Skills, the know-how an agent loads when a task calls for it, now sit on their own page next to Knowledge and Tools, and the agent editor has one tab for each.
Archive contacts
Tidy up Contacts by archiving the people you no longer need to see, one at a time or many at once, and bring them back whenever you like.