> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> What's new in Octolane. Product updates, new features, improvements, and bug fixes. We ship daily.

<Update label="June 27, 2026" description="API" tags={["Improvements"]}>
  ### Search opportunities across all pipelines

  `pipeline_id` is now optional on [`POST /v1/opportunities/search`](/api-reference/endpoints/crm/search-opportunities).

  * Omit `pipeline_id` to search opportunities across every pipeline in the org
  * Pass `pipeline_id` to scope the search to a single pipeline, as before
</Update>

<Update label="June 15, 2026" description="AI Chat" tags={["Improvements"]}>
  ### AI Chat: pinned conversations

  Keep your most important threads one click away.

  * Pin any AI Chat thread to the top of the history panel
  * Resume a pinned conversation with full context restored
  * Share a pinned thread with a teammate via link
</Update>

<Update label="June 14, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Signal occasionally double-counting sessions from the same visitor within a minute
  * Fixed AI field re-runs queuing twice when triggered from a bulk edit
  * Fixed the "last activity" column showing the wrong time for UTC+13 workspaces
</Update>

<Update label="June 13, 2026" description="Performance" tags={["Performance"]}>
  * Cut median search latency from 220ms to 90ms on workspaces with 50K+ records
  * Reduced MCP server cold-start time by 35%
</Update>

<Update label="June 12, 2026" description="Pipelines" tags={["Improvements"]}>
  ### Pipeline: weighted forecast snapshots

  * Daily automatic snapshot of weighted pipeline value for trend charts
  * Compare any two snapshots side by side
  * Export snapshot history to CSV
</Update>

<Update label="June 11, 2026" description="Email" tags={["New Features"]}>
  ### Send-later scheduling

  Write now, send at the perfect moment.

  * Schedule any email to send at a specific date and time
  * Per-recipient timezone awareness so sends land during working hours
  * Scheduled sends are visible and editable from the composer
</Update>

<Update label="June 10, 2026" description="MCP" tags={["Improvements"]}>
  * New `bulk_update_records` tool exposed over MCP
  * Tool calls now stream partial results for long-running queries
  * Clearer error messages when a tool is called with a missing required field
</Update>

<Update label="June 9, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed CSV export dropping custom field columns added within the last hour
  * Fixed AI Chat losing the active pipeline filter after a page refresh
  * Fixed Slack notifications missing the deal amount for multi-currency workspaces
</Update>

<Update label="June 8, 2026" description="Polish" tags={["Polish"]}>
  * Refreshed the approval queue with a denser, faster-loading layout
  * New keyboard shortcut `G` then `A` to jump straight to Approvals
  * Subtle loading skeletons replace spinners across list views
</Update>

<Update label="June 7, 2026" description="Signal" tags={["Improvements"]}>
  * Signal now resolves company identity for an additional 12% of anonymous traffic
  * Added "first seen" and "last seen" timestamps to every identified company
  * New filter: companies that viewed pricing in the last 7 days
</Update>

<Update label="June 6, 2026" description="Reports" tags={["New Features"]}>
  ### Scheduled report digests

  * Bundle multiple saved reports into a single scheduled email
  * Choose a daily, weekly, or monthly cadence per digest
  * Slack delivery option for any digest
</Update>

<Update label="June 5, 2026" description="Meeting Recorder" tags={["Improvements"]}>
  * Recaps now open with a one-line "deal impact" summary
  * Correct a speaker label once and it applies retroactively across the transcript
  * Faster recap generation. Median time from call end to recap down to 90s
</Update>

<Update label="June 4, 2026" description="API" tags={["New Features"]}>
  ### Bulk update endpoint

  * New `PATCH /v1/{object_type}/bulk` to update accounts, contacts, or opportunities in one call
  * Up to 1,000 records per request
  * Partial-success reporting. Each record returns its own status
</Update>

<Update label="June 3, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed enrichment occasionally overwriting manually edited company names
  * Fixed pipeline board scroll position jumping after an inline edit
  * Fixed `/forecast` excluding deals with a close date set to today
</Update>

<Update label="June 2, 2026" description="AI Fields" tags={["Improvements"]}>
  * AI fields can now reference other AI fields in their prompt
  * Added a confidence badge so you can see how sure Octolane is about each value
  * Bulk re-run AI fields across any filtered view
</Update>

<Update label="June 1, 2026" description="Tasks" tags={["New Features"]}>
  ### Task dependencies

  * Mark a task as blocked by another. The blocked task stays hidden until its dependency is done
  * Dependency chains are visualized on the deal record
  * AI Chat understands dependencies: "What's blocking the Acme renewal?"
</Update>

<Update label="May 31, 2026" description="Performance" tags={["Performance"]}>
  * 50% faster initial load for the Reports tab
  * Reduced webhook delivery p99 from 1.2s to 0.5s
</Update>

<Update label="May 30, 2026" description="Polish" tags={["Polish"]}>
  * New empty-state illustrations for Signal, Tasks, and Reports
  * Improved contrast on AI-generated field highlights in dark mode
  * Consistent date formatting across every view
</Update>

<Update label="May 29, 2026" description="Approvals" tags={["Improvements"]}>
  * Group approval queue items by agent or by record
  * "Approve and next" now preloads the following item for instant review
  * Added a daily summary of everything auto-approved overnight
</Update>

<Update label="May 28, 2026" description="Integrations" tags={["New Features"]}>
  ### HubSpot two-way sync (beta)

  Keep Octolane and HubSpot in lockstep, not just a one-time import.

  * Continuous sync with field-level mapping and conflict-resolution rules
  * Sync status dashboard with per-object counts
  * Pause or resync any object at any time
</Update>

<Update label="May 27, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Meeting Recorder bot occasionally staying in a call after it ended
  * Fixed contact merge not combining LinkedIn URLs
  * Fixed search highlighting persisting after the query was cleared
</Update>

<Update label="May 26, 2026" description="Mobile" tags={["Improvements"]}>
  * Pipeline board is now fully usable on mobile with horizontal swipe between stages
  * Approve or reject queued actions from the mobile app
  * Offline mode caches your most recent views for read access
</Update>

<Update label="May 25, 2026" description="AI Memory" tags={["New Features"]}>
  ### AI Memory: teach Octolane about your business once

  Personalize every AI draft, field update, and report with workspace-wide memory.

  * New Settings , AI Memory page. Add facts about your ICP, tone, abbreviations, and product names
  * Memory blocks are referenced in every AI Chat answer and approval draft
  * Per-user memory layered on top of workspace memory
</Update>

<Update label="May 22, 2026" description="Signal" tags={["Improvements"]}>
  ### Signal: ICP fit scoring v2

  Reworked the buying-intent score to weight in account-level firmographics and historical win rates.

  * Score now factors in industry, headcount, and funding stage against your closed-won pattern
  * "Why this score" breakdown shows the exact signals that contributed
</Update>

<Update label="May 21, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed duplicate contact creation when an email had both `to` and `cc` overlap
  * Fixed Calendar invites with no title showing as "Untitled" on the timeline
  * Fixed AI Chat losing context when switching between two records mid-conversation
</Update>

<Update label="May 20, 2026" description="Meeting Recorder" tags={["New Features"]}>
  ### Meeting recorder: speaker analytics

  Every recap now includes per-speaker talk time, with a visual timeline of who spoke when.

  * Click any segment on the timeline to jump to that moment
  * Talk-time ratio surfaced on the deal record as an AI field
</Update>

<Update label="May 19, 2026" description="Performance" tags={["Performance"]}>
  * 40% faster initial sync for new workspaces (median time-to-first-deal: 4.2 min , 2.5 min)
  * Pipeline view load time down from 1.8s to 0.6s on workspaces with 5,000+ opportunities
</Update>

<Update label="May 18, 2026" description="Pipelines" tags={["Improvements"]}>
  * Drag and drop reordering of pipeline stages
  * Per-stage default probability that AI Chat uses for forecasts
  * Bulk move deals between stages from any view
</Update>

<Update label="May 15, 2026" description="MCP" tags={["New Features"]}>
  ### MCP: new tools for custom objects

  Custom objects are now fully exposed over MCP. Claude and Cursor can read, create, and update any custom object in your workspace.

  * `list_custom_objects`, `get_custom_object`, `create_custom_object_record`, `update_custom_object_record`
  * Automatic schema introspection so the AI knows your fields without you describing them
</Update>

<Update label="May 14, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Stripe integration occasionally double-counting MRR for annual subscriptions
  * Fixed AI field re-runs not honoring the manual-lock flag
  * Fixed Slack notifications going to wrong channel after workspace rename
</Update>

<Update label="May 13, 2026" description="AI Chat" tags={["Improvements"]}>
  * AI Chat now streams partial answers for long queries instead of waiting for completion
  * Added `/forecast` slash command shortcut
  * Inline citations now show on hover instead of click
</Update>

<Update label="May 12, 2026" description="Approvals" tags={["Improvements"]}>
  * Auto-approve thresholds are now per-action-type (field updates, drafts, stage changes, enrichment)
  * Bulk approve and bulk reject from any filter
  * Keyboard shortcuts `A` (approve next) and `R` (reject next) in the queue
</Update>

<Update label="May 11, 2026" description="Email" tags={["New Features"]}>
  ### Email templates and snippets

  Save and reuse email blocks across your team. Insert with `/` in the composer.

  * Variables auto-fill from the linked record: `{{contact.first_name}}`, `{{account.name}}`
  * Workspace-wide or personal templates
</Update>

<Update label="May 8, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Meeting Recorder occasionally joining cancelled meetings
  * Fixed enrichment timing out on companies with very long historical funding rounds
  * Fixed CSV import preview not respecting custom field order
</Update>

<Update label="May 7, 2026" description="Tasks" tags={["Improvements"]}>
  * Recurring tasks (daily, weekly, custom cadence)
  * Snooze a task to a specific time of day, not just date
  * Tasks now surface in AI Chat: "What tasks do I have due today?"
</Update>

<Update label="May 6, 2026" description="Signal" tags={["Improvements"]}>
  * First-party domain support: track traffic across multiple owned domains under one workspace
  * Better resolution for visitors behind corporate VPNs
  * New "returning visitors" filter
</Update>

<Update label="May 5, 2026" description="Migration" tags={["New Features"]}>
  ### Migration tools: HubSpot one-click import

  Connect HubSpot, pick what to bring, click go. We map Companies, Contacts, Deals, and Engagements into Accounts, Contacts, Opportunities, and Activities.

  * Pipeline stages map automatically
  * Custom properties become custom fields
  * Re-run anytime to pull deltas
</Update>

<Update label="May 4, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed time zone display in meeting recaps for Europe/London users
  * Fixed Zapier triggers firing twice for stage changes via API
  * Fixed search not matching across custom field values
</Update>

<Update label="May 1, 2026" description="Reports" tags={["Improvements"]}>
  * "Pin to dashboard" for any AI Chat-generated report
  * Scheduled email delivery for any saved report
  * Slack delivery for any saved report
</Update>

<Update label="April 30, 2026" description="Polish" tags={["Polish"]}>
  * Refreshed empty states across the app with clearer next-step CTAs
  * Improved color contrast on stage badges for accessibility
  * New keyboard shortcut hint overlay (`?` to open)
</Update>

<Update label="April 29, 2026" description="API" tags={["Improvements"]}>
  * Added `/v1/opportunities/search` with full filter language support
  * Bumped default rate limits 5x for paying workspaces
  * New webhook event: `opportunity.stage_changed`
</Update>

<Update label="April 28, 2026" description="AI Fields" tags={["Improvements"]}>
  * AI fields now show inline source citations on hover (which email / meeting / note)
  * One-click revert with "this was wrong" feedback. Octolane learns from corrections
  * Re-run all AI fields on a record from the right rail
</Update>

<Update label="April 27, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Calendar bot joining personal calendar events when only work account was connected
  * Fixed @mentions sometimes not notifying the tagged teammate
  * Fixed export CSV missing the last row on large datasets
</Update>

<Update label="April 24, 2026" description="Slack" tags={["New Features"]}>
  ### Slack app (beta) for Business plan

  Bring Octolane into Slack.

  * Ask AI Chat any question, get the answer in-thread
  * Create opportunities, tasks, and notes from Slack
  * Approve queued actions from the channel
  * `@octolane` mentions in any channel
</Update>

<Update label="April 23, 2026" description="Performance" tags={["Performance"]}>
  * Reduced AI Chat first-token latency from 1.4s to 0.7s
  * Cut webhook delivery time p95 from 2.1s to 0.4s
</Update>

<Update label="April 22, 2026" description="Pipelines" tags={["New Features"]}>
  ### Multiple pipelines

  Run sales, expansion, partnerships, and customer success in separate pipelines.

  * Each opportunity lives in exactly one pipeline at a time
  * Clone deals across pipelines (e.g. New Business , Expansion on renewal)
  * Per-pipeline forecast in AI Chat
</Update>

<Update label="April 21, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Gmail signature occasionally getting parsed as the email body
  * Fixed Signal script not initializing inside iframes
  * Fixed "no activity" filter excluding deals with only AI-generated activity
</Update>

<Update label="April 20, 2026" description="MCP" tags={["Improvements"]}>
  * One-click install link for Claude Desktop
  * New `search_meetings` and `get_meeting_transcript` tools
  * Connection status indicator in workspace settings
</Update>

<Update label="April 17, 2026" description="Activity feed" tags={["Improvements"]}>
  * Filter activity feed by type (email, meeting, note, AI action, stage change)
  * Pin any activity to keep it at the top
  * Date range filter on every timeline
</Update>

<Update label="April 16, 2026" description="Imports" tags={["Improvements"]}>
  * CSV import now auto-detects 80% of column mappings, up from 60%
  * Preview now shows duplicate detection results before commit
  * Undo any import within 24 hours
</Update>

<Update label="April 15, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed `/forecast` returning stale data after stage changes within the same session
  * Fixed contact dedupe merging across different domains in rare cases
  * Fixed CSV exports failing when a cell contained a literal `null` string
</Update>

<Update label="April 14, 2026" description="Meeting Recorder" tags={["Improvements"]}>
  * Three new auto-record modes: All meetings, External only, Manually invite
  * Bot can be renamed per workspace
  * Meeting recap now includes a "next steps" section pushed into Tasks
</Update>

<Update label="April 13, 2026" description="Signal" tags={["Improvements"]}>
  * New Leads view replaces the old Signal dashboard
  * Bulk add to outreach drafts from the Leads view
  * Visitor enrichment now includes browser, device, country, and tech stack
</Update>

<Update label="April 10, 2026" description="Polish" tags={["Polish"]}>
  * Sidebar groups now remember their collapsed state across sessions
  * Faster page transitions across the app
  * New onboarding tour for first-time workspaces
</Update>

<Update label="April 9, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed AI Chat occasionally hallucinating opportunity amounts that didn't exist
  * Fixed Calendar permissions prompt looping after granting
  * Fixed Spanish, French, and German diacritics breaking search
</Update>

<Update label="April 8, 2026" description="API" tags={["New Features"]}>
  ### Webhooks v2

  * 12 new event types covering every object lifecycle
  * HMAC-signed payloads
  * Replay any failed delivery from the dashboard
</Update>

<Update label="April 7, 2026" description="Custom Objects" tags={["New Features"]}>
  ### Custom objects (Team plan)

  Model anything beyond Accounts, Contacts, and Opportunities. Partners, Investors, Projects, Properties, Loans.

  * Full AI field support
  * Lookup relationships to standard or other custom objects
  * Full API and MCP access
</Update>

<Update label="April 3, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed mobile sidebar getting stuck open after navigation
  * Fixed AI enrichment occasionally writing LinkedIn URL into the wrong field
  * Fixed search highlighting carrying over to the wrong record after switching
</Update>

<Update label="April 2, 2026" description="Forecasting" tags={["New Features"]}>
  ### Forecasting in AI Chat

  Ask AI Chat for a forecast and it weighs every deal using real conversation signals, not just stage averages.

  * Commit / best case / pipeline coverage
  * Per-rep, per-pipeline, per-segment slicing
  * "Why is this deal in commit?" explanation per row
</Update>

<Update label="April 1, 2026" description="AI Chat" tags={["Improvements"]}>
  * AI Chat can now write to multiple records in one command ("update all deals in negotiation to add a follow-up task for Friday")
  * Undo any AI Chat action with `Cmd+Z`
  * History view to replay past AI Chat sessions
</Update>

<Update label="March 31, 2026" description="Performance" tags={["Performance"]}>
  * 60% reduction in memory usage for the meeting recorder bot
  * Faster enrichment fan-out (5x more concurrent enrichment jobs)
</Update>

<Update label="March 30, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed AI Chat truncating long answers in the inline preview
  * Fixed mention notifications repeating after the same person is mentioned twice in a thread
  * Fixed time-on-page metric in Signal counting tab-out time
</Update>

<Update label="March 27, 2026" description="Views" tags={["Improvements"]}>
  * Group by any field, including AI fields
  * Save views with a custom icon and color
  * Share view across the workspace with one click
</Update>

<Update label="March 26, 2026" description="Settings" tags={["Improvements"]}>
  * Reorganized Settings into Profile, Workspace, Members, Integrations, Billing, AI
  * SAML SSO setup wizard (Business plan)
  * Audit log for workspace owner actions
</Update>

<Update label="March 25, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Gmail sync occasionally missing the latest message in a long thread
  * Fixed PostHog integration mapping events to wrong account when same person at two companies
  * Fixed account merge keeping the older logo instead of the better one
</Update>

<Update label="March 24, 2026" description="Email" tags={["Improvements"]}>
  * Composer now drafts follow-ups with full conversation context, not just the last message
  * Send-later from the composer
  * Email open and reply tracking surfaced on the timeline
</Update>

<Update label="March 23, 2026" description="Notes" tags={["Improvements"]}>
  * Notes now support full Markdown, including code blocks and tables
  * @mention any record (not just teammates) to link records inline
  * Edit history visible on hover
</Update>

<Update label="March 20, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed onboarding flow occasionally hanging at the "enrichment" step
  * Fixed AI fields showing stale values after manual edit
  * Fixed Slack OAuth redirect failing for workspaces with custom subdomains
</Update>

<Update label="March 19, 2026" description="Polish" tags={["Polish"]}>
  * New empty states with example data
  * Streamlined onboarding from 12 steps to 6
  * Better error messages across the app
</Update>

<Update label="March 18, 2026" description="Imports" tags={["New Features"]}>
  ### Salesforce and Pipedrive importers

  * Step-by-step migration wizard for both
  * Automatic field mapping with manual override
  * Idempotent re-runs to pull deltas during a side-by-side period
</Update>

<Update label="March 17, 2026" description="Approvals" tags={["Improvements"]}>
  * "Reject with reason" so Octolane learns from corrections
  * Filter approval queue by action type and confidence
  * Daily digest email of queue size and oldest items
</Update>

<Update label="March 16, 2026" description="MCP" tags={["Improvements"]}>
  * Per-tool permission scopes (read-only, read-write, full)
  * Connection tested every 60s with auto-reconnect
  * New `list_views` and `run_view` tools
</Update>

<Update label="March 13, 2026" description="Bug fixes" tags={["Bug Fixes"]}>
  * Fixed Calendar sync occasionally missing recurring meetings
  * Fixed AI Chat citing emails that had been deleted
  * Fixed search not indexing notes added in the last 60s
</Update>

<Update label="March 12, 2026" description="AI Chat" tags={["Improvements"]}>
  * Faster response times for short queries (median 800ms , 400ms)
  * Added contextual examples when AI Chat opens on an empty input
  * Better handling of ambiguous account references ("Acme" when there are two)
</Update>

<Update label="March 11, 2026" description="MCP Server" tags={["New Features"]}>
  ### MCP Server: Use Octolane from Cursor, Claude & ChatGPT

  Launched Octolane MCP server. Interact with your CRM from any AI tool that supports MCP.

  * Supported tools: search deals, create contacts, update pipeline stages, add notes. All via natural language
  * Works with Cursor, Claude Desktop, and ChatGPT out of the box
  * Published quickstart guides for each platform
</Update>

<Update label="March 10, 2026" description="AI Chat" tags={["Improvements"]}>
  ### AI Chat: Deep research mode

  AI Chat can now run multi-step research across your entire CRM before answering.

  * Ask complex questions like "Which deals have gone silent after a demo but before proposal stage in the last 30 days, and what was the last thing discussed?"
  * Results include source citations linking back to specific emails, meetings, and notes
  * 3x improvement in answer accuracy for cross-object queries
</Update>

<Update label="March 9, 2026" description="Pipeline" tags={["New Features"]}>
  ### Pipeline: Forecast confidence scores

  Every deal now has an AI-generated forecast confidence score (0–100) based on engagement signals, email sentiment, meeting frequency, and stage velocity.

  * Aggregate forecast view shows weighted pipeline by confidence band
  * Configurable thresholds for "at risk," "on track," and "strong" deals
  * Export forecast data to CSV for board reporting
</Update>

<Update label="March 8, 2026" description="Documentation" tags={["New Features"]}>
  ### Comparison docs & expanded documentation

  * Published full comparison pages: Octolane vs HubSpot, Salesforce, Attio, Pipedrive, and Lightfield
  * Expanded API reference documentation with interactive examples
  * Added custom `llms.txt` for better AI search discoverability
</Update>

<Update label="March 7, 2026" description="Follow-Up Agent" tags={["Improvements"]}>
  ### Follow-Up Agent: Custom timing rules

  * You can now set per-pipeline timing rules for when the Follow-Up Agent drafts follow-ups (e.g., 3 days for hot deals, 2 weeks for enterprise)
  * Added "urgency" indicator to the approval queue so you can prioritize what to review first
  * Follow-Up Agent now respects timezone preferences. Drafts are timed to land during the recipient's working hours
</Update>

<Update label="March 6, 2026" description="AI Chat" tags={["Improvements"]}>
  ### AI Chat improvements

  * AI Chat now understands multi-step instructions: "Find all stale deals over \$10K and draft follow-ups for each one"
  * Faster response times for pipeline queries. 2x speed improvement on large datasets
  * Added contextual suggestions. AI Chat now proactively suggests follow-up questions based on your query
</Update>

<Update label="March 5, 2026" description="Signal" tags={["New Features"]}>
  ### Signal: Page-level tracking

  Signal now shows exactly which pages a visiting company viewed. Not just that they visited your site.

  * New "Pages Viewed" column in the Signal dashboard with time-on-page data
  * Session replay links for high-value visitors (requires web analytics integration)
  * Page-level data feeds into ICP scoring. Pricing page visits boost the score
</Update>

<Update label="March 4, 2026" description="WhatsApp" tags={["New Features"]}>
  ### WhatsApp integration launched

  * Sync WhatsApp conversations into your CRM automatically
  * Deal Finder Agent now detects deals from WhatsApp threads
  * WhatsApp messages appear in the Activity Feed on contact and deal records
  * Two-way sync. Reply to WhatsApp messages directly from the deal record
</Update>

<Update label="March 3, 2026" description="Approval Queue" tags={["Improvements"]}>
  ### Approval queue: Bulk actions

  * Approve, dismiss, or edit multiple agent actions at once from the approval queue
  * New keyboard shortcuts: `A` to approve, `D` to dismiss, `E` to edit
  * Added "Select all from this agent" for batch processing
  * Queue now shows estimated impact: "Approving these 12 follow-ups will re-engage \$340K in pipeline"
</Update>

<Update label="March 2, 2026" description="Outreach Agent" tags={["New Features"]}>
  ### Outreach Agent: A/B testing

  * Outreach Agent now supports A/B message variants. Define two approaches and let the agent alternate
  * Performance tracking per variant: open rates, reply rates, meeting booked rates
  * Winning variant auto-selected after statistical significance reached (configurable sample size)
</Update>

<Update label="March 1, 2026" description="AI Reporting" tags={["New Features"]}>
  ### AI Reporting: Ask anything

  * Ask AI Chat for any report in plain English: "Show me pipeline conversion rates by stage this quarter"
  * Reports now include visual charts alongside data tables
  * Save generated reports as dashboard widgets
  * Schedule recurring reports delivered to your inbox weekly or monthly
</Update>

<Update label="February 28, 2026" description="API" tags={["New Features"]}>
  ### Inbound API launched

  New REST API for pushing data into Octolane from any source.

  * Four endpoints: Create Opportunity, Create Account, Create Contact, Create Note
  * Automatic deduplication. Safe to call multiple times without creating duplicates
  * Published full API reference documentation with interactive playground
  * Rate limits: 1,000 requests/minute on Pro, 10,000 on Enterprise
</Update>

<Update label="February 27, 2026" description="Pipeline" tags={["New Features"]}>
  ### Pipeline: Deal health dashboard

  New dashboard showing overall pipeline health at a glance.

  * Metrics: average deal velocity, stage conversion rates, win rate trends, average deal size
  * Compare current month vs. previous month with trend indicators
  * Filterable by pipeline, owner, and time range
</Update>

<Update label="February 26, 2026" description="LinkedIn" tags={["New Features"]}>
  ### LinkedIn integration

  * Connect LinkedIn to enrich contacts with profile data, job titles, and company info
  * LinkedIn data now feeds into the Outreach Agent for more personalized messages
  * Mutual connections surfaced on contact records. Useful for warm intros
  * LinkedIn activity (posts, comments) tracked for key contacts
</Update>

<Update label="February 25, 2026" description="AI Fields" tags={["New Features"]}>
  ### Custom AI Fields

  Create fields that fill themselves in. Describe what you want to track in plain English and Octolane extracts it from your conversations.

  * Supports deal, contact, and company objects
  * Examples: budget range, buying timeline, competitor mentions, decision maker
  * AI Fields update automatically as new data comes in from emails and meetings
</Update>

<Update label="February 24, 2026" description="Follow-Up Agent" tags={["Improvements"]}>
  ### Follow-Up Agent: Tone matching improvements

  * Improved voice matching. The Follow-Up Agent now better captures your email style, including greeting patterns, sign-offs, and sentence length
  * Added "Preview as sent" view in the approval queue
  * Side-by-side comparison: your original emails vs. agent-drafted follow-ups for calibration
</Update>

<Update label="February 23, 2026" description="Mobile" tags={["New Features"]}>
  ### Mobile: Push notifications

  * Push notifications now available on iOS and Android
  * Configurable notification types: agent actions pending, deal stage changes, Signal alerts, mentions
  * Deep links take you directly to the relevant record or approval queue item
</Update>

<Update label="February 22, 2026" description="AI Enrichment" tags={["New Features"]}>
  ### AI Enrichment: Decision maker mapping

  * Enrichment now identifies the buying committee at target accounts
  * Maps org chart relationships: who reports to whom, who influences purchase decisions
  * Automatic role classification: Champion, Decision Maker, Blocker, End User
  * Data sourced from LinkedIn, company websites, and public filings
</Update>

<Update label="February 21, 2026" description="Signal" tags={["Improvements"]}>
  ### Signal: ICP scoring

  * Signal now scores every identified company against your ideal customer profile
  * High-priority visitors are flagged in the dashboard with match percentage
  * Configurable scoring criteria: company size, industry, location, tech stack
  * Score breakdown shows exactly why a company scored high or low
</Update>

<Update label="February 20, 2026" description="Onboarding" tags={["Improvements"]}>
  ### Onboarding: Guided setup wizard

  * New step-by-step setup wizard for first-time users
  * Connect Gmail → Import contacts → Configure pipeline → Install Signal → Enable agents. All in under 10 minutes
  * Progress tracker in the sidebar until setup is complete
  * Contextual tips and sample data to help users understand each feature
</Update>

<Update label="February 19, 2026" description="Activity Feed" tags={["Improvements"]}>
  ### Activity Feed: Agent action labels

  * Every agent action in the Activity Feed now shows which agent performed it and why
  * Filter the Activity Feed by agent type to see what each one has been doing
  * Activity Feed now includes a timeline view with visual markers for key events
</Update>

<Update label="February 18, 2026" description="Pipeline" tags={["New Features"]}>
  ### Pipeline: Auto-stage advancement

  * Deals can now automatically advance stages based on real signals. Meeting booked, proposal sent, contract discussed
  * Configurable per pipeline in Settings → Pipeline → Automation Rules
  * Audit log shows exactly which signal triggered each stage change
  * Manual override always available. Automation never blocks human judgment
</Update>

<Update label="February 17, 2026" description="Deal Finder" tags={["Improvements"]}>
  ### Deal Finder: Confidence scoring

  * Deal Finder now assigns a confidence score to every detected deal
  * Low-confidence detections go to a "Review" queue instead of auto-creating
  * Configurable threshold: auto-create deals above 80% confidence, review below
  * Reduced false positive rate by 60% compared to previous version
</Update>

<Update label="February 16, 2026" description="Workspace" tags={["New Features"]}>
  ### Workspace: Team activity dashboard

  * New team dashboard showing activity across all workspace members
  * Metrics per rep: deals touched, emails sent, meetings held, follow-ups approved
  * Leaderboard view (optional) for competitive teams
  * Manager view with coaching insights: "Rep X has 5 deals with no activity in 7+ days"
</Update>

<Update label="February 15, 2026" description="Outreach Agent" tags={["New Features"]}>
  ### Outreach Agent launched

  New agent that drafts personalized outreach to qualified prospects identified by Signal or other agents.

  * Messages are personalized based on company profile, browsing behavior, and any existing interactions
  * All drafts go through your approval queue before sending
  * Supports email and LinkedIn InMail (with LinkedIn integration)
</Update>

<Update label="February 14, 2026" description="AI Notes" tags={["New Features"]}>
  ### AI Notes: Auto-summarize threads

  * AI Notes can now summarize entire email threads into a concise deal update
  * One-click "Summarize thread" button on any email conversation
  * Summaries are saved as notes on the deal record
  * Supports threads with 50+ messages. Compresses to key decisions and next steps
</Update>

<Update label="February 13, 2026" description="AI Enrichment" tags={["Improvements"]}>
  ### AI Enrichment: Funding data

  * Contact and company enrichment now includes funding history, investors, and total raised
  * Data sourced from the live web. Not a static database
  * Funding stage classification: Pre-seed, Seed, Series A–E, Public
  * Revenue estimates for private companies based on employee count and funding
</Update>

<Update label="February 12, 2026" description="Email" tags={["New Features"]}>
  ### Email templates

  * Create reusable email templates for common outreach scenarios
  * Variable support: `{{first_name}}`, `{{company}}`, `{{deal_name}}`, and custom fields
  * Templates available in manual compose and as starting points for Outreach Agent
  * Shared template library across the workspace
</Update>

<Update label="February 11, 2026" description="Form Submission Agent" tags={["New Features"]}>
  ### Form Submission Agent launched

  * Captures every inbound form lead instantly
  * Qualifies leads against your ICP criteria automatically
  * Routes qualified leads to the right pipeline stage
  * Can trigger the Follow-Up Agent or Outreach Agent for immediate response
  * Supports Octolane forms, Typeform, and any webhook-compatible form tool
</Update>

<Update label="February 10, 2026" description="Search" tags={["Improvements"]}>
  ### Search: Global search overhaul

  * Completely rebuilt global search. Now searches across deals, contacts, companies, notes, emails, and meetings simultaneously
  * Fuzzy matching handles typos and partial names
  * Search results ranked by relevance with context snippets
  * Keyboard shortcut: `Cmd+K` to open search from anywhere
</Update>

<Update label="February 9, 2026" description="Pricing" tags={["Improvements"]}>
  ### 14-day free trial

  * Extended free trial from 7 days to 14 days on the Pro plan
  * No credit card required to start
  * Full access to all features including agents and Signal during trial
  * In-app onboarding checklist to help new users get value fast
</Update>

<Update label="February 8, 2026" description="Signal" tags={["New Features"]}>
  ### Signal: Slack notifications

  * Get Signal alerts directly in your Slack workspace
  * Configurable channels: send all alerts to #sales-leads, high-priority only to #hot-leads
  * Rich notifications include company name, ICP score, pages viewed, and a direct link to Octolane
</Update>

<Update label="February 7, 2026" description="Meeting Recorder" tags={["Improvements"]}>
  ### Meeting Recorder: Action item extraction

  * Meeting Recorder now extracts specific action items from call transcripts
  * Action items are linked to the deal record and assigned to participants
  * Follow-Up Agent can monitor whether action items get addressed
  * Overdue action items surface in the "At Risk" deals view
</Update>

<Update label="February 6, 2026" description="Custom Data Model" tags={["Improvements"]}>
  ### Custom Data Model: Relationships

  * Define custom relationships between any objects. Deals to deals, contacts to companies, custom objects to anything
  * Relationship types: parent-child, related, influenced-by
  * Relationship data feeds into AI context. Agents understand your full deal graph
</Update>

<Update label="February 5, 2026" description="Custom Data Model" tags={["New Features"]}>
  ### Custom Data Model: Custom objects

  * Create custom objects beyond deals, contacts, and companies
  * Define relationships between objects
  * Custom objects work with AI Fields and enrichment
  * Example custom objects: Products, Subscriptions, Support Tickets, Projects
</Update>

<Update label="February 4, 2026" description="Performance" tags={["Improvements"]}>
  ### Performance: 3x faster load times

  * Complete frontend rewrite for pipeline and list views
  * Pipeline board loads in under 500ms for workspaces with 10K+ deals
  * Infinite scroll replaces pagination. Smoother browsing experience
  * Reduced memory usage by 40% on large datasets
</Update>

<Update label="February 3, 2026" description="Zapier" tags={["Improvements"]}>
  ### Zapier integration expanded

  * New triggers: Deal stage changed, Signal company identified, Form submission received
  * New actions: Update deal stage, Add note to record
  * 12 total triggers and actions now available
  * Pre-built Zap templates for common workflows: "New Signal visitor → Slack notification"
</Update>

<Update label="February 2, 2026" description="Pipeline" tags={["New Features"]}>
  ### Pipeline: Multi-pipeline support

  * Create multiple pipelines for different sales motions (e.g., inbound vs. outbound, SMB vs. enterprise)
  * Each pipeline has independent stages, automation rules, and agent configurations
  * Cross-pipeline reporting for unified metrics
  * Drag deals between pipelines with stage mapping
</Update>

<Update label="February 1, 2026" description="Signal" tags={["Improvements"]}>
  ### Signal: Google Tag Manager support

  * Install Signal via Google Tag Manager with one-click setup
  * No code changes needed. Just paste the tag ID
  * GTM template published in the GTM Community Gallery
  * Verified data parity with direct script installation
</Update>

<Update label="January 31, 2026" description="API" tags={["New Features"]}>
  ### API: Webhook events

  * Subscribe to real-time webhook events from Octolane
  * Supported events: deal.created, deal.updated, deal.stage\_changed, contact.created, signal.company\_identified
  * Retry logic with exponential backoff for failed deliveries
  * Webhook logs with request/response details for debugging
</Update>

<Update label="January 30, 2026" description="AI Chat" tags={["New Features"]}>
  ### AI Chat: Instruct agents via chat

  * You can now give instructions to agents through AI Chat
  * "Draft outreach to the last 5 companies that visited our pricing page"
  * "Follow up with everyone who hasn't replied in 2 weeks"
  * Agent actions from chat go through the same approval queue
</Update>

<Update label="January 29, 2026" description="Signal" tags={["Improvements"]}>
  ### Signal: Industry detection

  * Signal now detects the industry of visiting companies automatically
  * Industry data feeds into ICP scoring. Boost scores for your target verticals
  * Filter Signal dashboard by industry to focus on relevant visitors
  * 95% accuracy across 150+ industry categories
</Update>

<Update label="January 28, 2026" description="Deal Finder" tags={["Improvements"]}>
  ### Deal Finder: Multi-source detection

  * Deal Finder now scans connected web analytics, marketing tools, and support platforms. Not just email and calendar
  * Deals detected from support-to-sales handoffs and marketing engagement signals
  * Source attribution on every deal: which channel or interaction triggered detection
  * Consolidated deal view when multiple signals point to the same opportunity
</Update>

<Update label="January 27, 2026" description="Launch" tags={["New Features"]}>
  ### Never Miss a Deal launch

  * Major product launch on Product Hunt (#2 Product of the Day) and Bookface
  * New onboarding flow: connect Gmail + Calendar → see first auto-detected deal in under 5 minutes
  * Demo environment for prospects to try before signing up
  * 1,200+ signups in the first 48 hours
</Update>

<Update label="January 26, 2026" description="Import" tags={["Improvements"]}>
  ### Import: Bulk data import

  * Upload CSV files with up to 100K records per import
  * Automatic column detection and field mapping
  * Duplicate detection during import with merge options
  * Import history with rollback capability for the first 24 hours
</Update>

<Update label="January 25, 2026" description="Meeting Notes" tags={["Improvements"]}>
  ### AI Meeting Notes: Summary improvements

  * Meeting summaries now include key decisions, open questions, and sentiment indicators
  * Summaries are shorter and more actionable. Average 60% reduction in length with no loss of detail
  * New "Key Moments" feature highlights the most important parts of the call with timestamps
</Update>

<Update label="January 24, 2026" description="Outreach Agent" tags={["New Features"]}>
  ### Outreach Agent: Sequence support

  * Outreach Agent now supports multi-step sequences. Not just single messages
  * Define a sequence: Day 1 intro → Day 3 follow-up → Day 7 value-add → Day 14 break-up
  * Each step is personalized independently based on whether the prospect engaged with previous steps
  * Sequence performance dashboard with step-by-step conversion metrics
</Update>

<Update label="January 23, 2026" description="Signal" tags={["Improvements"]}>
  ### Signal: Do-not-track list

  * Exclude specific domains or IP ranges from Signal tracking
  * Personal email domains (gmail.com, outlook.com) are excluded by default
  * Competitor domains can be excluded to keep data clean
  * Bulk import exclusion lists via CSV
</Update>

<Update label="January 22, 2026" description="AI Enrichment" tags={["Improvements"]}>
  ### AI Enrichment: Social profiles

  * Enrichment now discovers and links social profiles: LinkedIn, Twitter/X, GitHub, personal websites
  * Social data feeds into contact records and is available to agents for personalization
  * Profile photos pulled automatically when available
</Update>

<Update label="January 21, 2026" description="Pipeline" tags={["Improvements"]}>
  ### Pipeline: Stale deal indicators

  * Deals with no activity for a configurable period now show a visual "stale" indicator
  * Stale deals surface in a dedicated "At Risk" view
  * Follow-Up Agent can automatically trigger for stale deals
  * Weekly digest email summarizing all stale deals across your pipeline
</Update>

<Update label="January 20, 2026" description="Workspace" tags={["New Features"]}>
  ### Workspace: Audit log

  * Full audit log for workspace admin actions
  * Track who changed what: record edits, stage changes, agent configurations, user permissions
  * Filterable by user, action type, and date range
  * Exportable for compliance reporting
</Update>

<Update label="January 19, 2026" description="AI Enrichment" tags={["New Features"]}>
  ### AI Enrichment: Tech stack detection

  * Company enrichment now includes detected technology stack
  * See which tools your prospects use. CRM, marketing, analytics, etc.
  * Tech stack data feeds into ICP scoring and outreach personalization
  * 200+ technologies detected including competitors
</Update>

<Update label="January 18, 2026" description="Email" tags={["New Features"]}>
  ### Email: Tracking and analytics

  * Track email opens, link clicks, and reply rates for emails sent through Octolane
  * Per-email analytics visible on the deal record
  * Aggregate email performance dashboard for reps and managers
  * Open tracking pixel is invisible and privacy-respecting (no third-party data sharing)
</Update>

<Update label="January 17, 2026" description="Meeting Recorder" tags={["Improvements"]}>
  ### Meeting Recorder: Zoom and Teams support

  * Meeting Recorder now supports Zoom and Microsoft Teams in addition to Google Meet
  * Auto-join works across all three platforms based on calendar events
  * Consistent transcription quality and summary format across all platforms
  * Calendar integration detects which platform each meeting uses automatically
</Update>

<Update label="January 16, 2026" description="Contacts" tags={["Improvements"]}>
  ### Contact: Merge duplicates

  * Detect and merge duplicate contacts with one click
  * Smart matching based on email, name similarity, and company association
  * Merge preview shows which fields will be kept from each record
  * Activity history is combined. No data loss during merge
</Update>

<Update label="January 15, 2026" description="Views" tags={["New Features"]}>
  ### Views: Saved views

  * Save custom filtered views and access them from the sidebar
  * Share views with your team
  * Pre-built views: "My open deals," "Stale deals," "Hot leads this week"
  * Pin your most-used views to the top of the sidebar
</Update>

<Update label="January 14, 2026" description="Follow-Up Agent" tags={["Improvements"]}>
  ### Follow-Up Agent: Multi-language support

  * Follow-Up Agent now drafts follow-ups in the same language as the original conversation
  * Supports 12 languages: English, Spanish, French, German, Portuguese, Italian, Dutch, Swedish, Danish, Norwegian, Japanese, Korean
  * Language detection is automatic. No configuration needed
</Update>

<Update label="January 13, 2026" description="Follow-Up Agent" tags={["Improvements"]}>
  ### Follow-Up Agent: Subject line preservation

  * Follow-Up Agent now preserves the original email subject line when drafting follow-ups
  * Thread continuity maintained. Replies appear in the same conversation
  * Smart "Re:" prefix handling. No duplicate "Re: Re: Re:" chains
</Update>

<Update label="January 12, 2026" description="Pipeline" tags={["Improvements"]}>
  ### Pipeline: Drag-and-drop reordering

  * Reorder deals within a pipeline stage by dragging
  * Custom sort order is saved per user
  * Sort by: manual order, deal size, last activity, close date, or AI confidence score
</Update>

<Update label="January 11, 2026" description="Accounts" tags={["New Features"]}>
  ### Accounts: Automatic merging

  * Octolane now detects when the same company enters your CRM from multiple sources and merges records automatically
  * Manual merge option also available for edge cases
  * Merge log shows history of all automatic merges for auditing
  * Undo merge available for 7 days after merge
</Update>

<Update label="January 10, 2026" description="Security" tags={["New Features"]}>
  ### Security: SOC 2 Type II

  * Achieved SOC 2 Type II compliance
  * Annual penetration testing by third-party security firm
  * All data encrypted at rest (AES-256) and in transit (TLS 1.3)
  * Security whitepaper available on request
</Update>

<Update label="January 9, 2026" description="AI Chat" tags={["New Features"]}>
  ### AI Chat launched

  Talk to your CRM in plain English.

  * Ask questions: "What's the latest with the Acme deal?"
  * Get summaries: "How many deals did we close this month?"
  * Available from the sidebar in every view
  * Supports follow-up questions with conversation memory
</Update>

<Update label="January 8, 2026" description="Pipeline" tags={["Improvements"]}>
  ### Pipeline: Quick-edit from board view

  * Edit deal name, value, close date, and owner directly from the pipeline board. No need to open the deal page
  * Inline editing with auto-save
  * Bulk update deal owner for multiple deals at once
</Update>

<Update label="January 7, 2026" description="Signal" tags={["New Features"]}>
  ### Signal: Real-time notifications

  * Get notified instantly when a high-value company visits your website
  * Notifications via in-app alerts and email
  * Configurable thresholds: notify for Tier 1 ICP matches only, or all identified visitors
  * Notification digest option: batch alerts every 30 minutes instead of real-time
</Update>

<Update label="January 6, 2026" description="AI Notes" tags={["New Features"]}>
  ### AI Notes: Smart tagging

  * Notes are now automatically tagged with relevant topics: pricing, competition, timeline, technical requirements
  * Filter notes by tag to quickly find relevant context across all deals
  * Custom tags supported alongside auto-generated ones
</Update>

<Update label="January 5, 2026" description="Integrations" tags={["New Features"]}>
  ### Web analytics integration

  * Connect your web analytics tools to Octolane
  * See which pages prospects viewed, how they found you, and engagement metrics
  * Data feeds into Signal scoring and Deal Finder detection
  * Supports Google Analytics, Plausible, PostHog, and Mixpanel
</Update>

<Update label="January 4, 2026" description="Notifications" tags={["New Features"]}>
  ### Notifications: Notification center

  * New unified notification center accessible from the top bar
  * Categorized notifications: Agent Actions, Deal Updates, Signal Alerts, Team Activity
  * Mark all read, snooze, or mute notification types
  * Desktop notifications for time-sensitive alerts
</Update>

<Update label="January 3, 2026" description="Import" tags={["Improvements"]}>
  ### Import: HubSpot and Salesforce field mapping

  * Improved CSV import with automatic field mapping for HubSpot and Salesforce exports
  * Custom fields are detected and can be created during import
  * Migration guide published for switching from HubSpot or Salesforce
  * Data validation during import catches formatting issues before records are created
</Update>

<Update label="January 2, 2026" description="Performance" tags={["Improvements"]}>
  ### Performance: API response times

  * Reduced median API response time from 320ms to 95ms
  * Optimized database queries for pipeline and search endpoints
  * Added edge caching for frequently accessed resources
  * Published status page at status.octolane.com
</Update>

<Update label="January 1, 2026" description="Year in Review" tags={["New Features"]}>
  ### 2025 year in review

  * Shipped 180+ features in 2025
  * Grew from 0 to 2,400+ active workspaces
  * Processed 12M+ emails and 850K+ calendar events
  * Agents drafted 420K+ follow-ups and detected 95K+ deals automatically
</Update>

<Update label="December 31, 2025" description="AI Enrichment" tags={["Improvements"]}>
  ### AI Enrichment: Refresh scheduling

  * Schedule automatic enrichment refreshes. Daily, weekly, or monthly
  * Only changed data triggers updates. No unnecessary API calls
  * Enrichment changelog shows what changed and when
  * Manual refresh available for any record with one click
</Update>

<Update label="December 30, 2025" description="Meeting Recorder" tags={["New Features"]}>
  ### Meeting Recorder launched

  * Built-in meeting recorder that joins Google Meet calls automatically
  * Full transcription with speaker labels
  * AI-generated meeting summaries with next steps
  * Recordings stored securely with team-level access controls
</Update>

<Update label="December 29, 2025" description="Pipeline" tags={["Improvements"]}>
  ### Pipeline: Close date tracking

  * Close date field now tracks history. See how many times a deal's close date was pushed
  * "Slippage" indicator shows deals that have been pushed 3+ times
  * Close date change triggers are available as automation inputs
</Update>

<Update label="December 28, 2025" description="AI Chat" tags={["Improvements"]}>
  ### AI Chat: Context-aware responses

  * AI Chat now considers the page you're on when answering questions
  * Ask "How is this deal going?" from a deal page. No need to specify which deal
  * Responses include links to related records for easy navigation
</Update>

<Update label="December 27, 2025" description="Signal" tags={["New Features"]}>
  ### Signal Agent launched

  * Identify companies visiting your website in real-time
  * Company enrichment for every identified visitor
  * Qualification scoring against your ideal customer profile
  * One-click "Create Deal" from any identified visitor
</Update>

<Update label="December 26, 2025" description="Contacts" tags={["Improvements"]}>
  ### Contact: Automatic creation from email

  * Contacts are now created automatically when new email addresses appear in synced conversations
  * Contacts are linked to the correct company using domain matching
  * Duplicate prevention checks run before creation
  * New contacts appear in the Activity Feed with source attribution
</Update>

<Update label="December 25, 2025" description="Deals" tags={["Improvements"]}>
  ### Deal record: Related contacts view

  * Deal pages now show all related contacts with their role and engagement level
  * Engagement level is calculated from email and meeting frequency
  * Add or remove contacts from a deal with one click
  * Contact roles: Primary, Technical, Executive Sponsor, Procurement
</Update>

<Update label="December 24, 2025" description="Follow-Up Agent" tags={["Improvements"]}>
  ### Follow-Up Agent: Voice learning

  * Follow-Up Agent now learns your writing style from your sent emails
  * Matches your tone, greeting patterns, and sign-off style
  * Better voice matching with every email you send
  * Voice profile is private to each user. Not shared across the workspace
</Update>

<Update label="December 23, 2025" description="Workspace" tags={["New Features"]}>
  ### Workspace: Invite teammates

  * Invite team members by email with role-based access
  * Roles: Admin, Manager, Member, Viewer
  * Pending invitations visible in workspace settings
  * SSO support for Google Workspace accounts
</Update>

<Update label="December 22, 2025" description="Pipeline" tags={["Improvements"]}>
  ### Pipeline: Deal value tracking

  * Track one-time and recurring revenue (ARR/MRR) per deal
  * Pipeline totals update in real-time on the board view
  * Currency support: USD, EUR, GBP, and 20+ currencies
  * Multi-currency deals with automatic conversion at current rates
</Update>

<Update label="December 21, 2025" description="Pipeline" tags={["New Features"]}>
  ### Pipeline: Custom stages

  * Customize your pipeline stages to match how your team actually sells
  * Drag-and-drop reordering
  * Default stages provided for quick setup
  * Stage-level probability settings for forecasting
</Update>

<Update label="December 20, 2025" description="Email" tags={["Improvements"]}>
  ### Email sync: Thread grouping

  * Emails are now grouped into threads on deal and contact records
  * Thread view shows the full conversation with newest messages on top
  * Collapsed view for long threads. Expand individual messages as needed
  * Thread-level actions: summarize, create note, flag for follow-up
</Update>

<Update label="December 19, 2025" description="Calendar" tags={["New Features"]}>
  ### Calendar sync: Meeting detection

  * Calendar events with external participants are automatically detected as meetings
  * Meeting records include attendees, agenda (from event description), and linked deal
  * Pre-meeting brief: AI Chat can summarize everything you know about the attendees and their company
</Update>

<Update label="December 18, 2025" description="AI Enrichment" tags={["New Features"]}>
  ### AI Enrichment launched

  * Automatic enrichment for every contact and company
  * Data sourced from the live web. Job titles, company size, social profiles, location
  * Refreshes periodically to keep records current
  * 92% fill rate for job title, 88% for company size, 85% for location
</Update>

<Update label="December 17, 2025" description="Gmail" tags={["Improvements"]}>
  ### Gmail sync: Two-way sync

  * Emails sent from Octolane now appear in your Gmail sent folder
  * Full two-way sync. No parallel universe of emails
  * BCC and CC recipients captured on synced emails
  * Attachment previews visible on deal records
</Update>

<Update label="December 16, 2025" description="Search" tags={["New Features"]}>
  ### Search: Quick filters

  * Filter deals, contacts, and companies without leaving the list view
  * Quick filter chips: stage, owner, value range, created date, last activity
  * Combine multiple filters with AND/OR logic
  * Filter state is saved in the URL. Shareable with teammates
</Update>

<Update label="December 15, 2025" description="Deal Finder" tags={["New Features"]}>
  ### Deal Finder Agent launched

  * Scans your email and calendar to detect deals automatically
  * Creates opportunities in your pipeline with associated contacts and context
  * Deduplication built in. Same deal from multiple signals won't create duplicates
  * Detection accuracy: 94% precision on real user data during beta
</Update>

<Update label="December 14, 2025" description="Activity Feed" tags={["Improvements"]}>
  ### Activity Feed: Email and meeting timeline

  * Activity Feed shows all emails and meetings in chronological order
  * Filter by: emails only, meetings only, agent actions, notes
  * Expandable email previews. Read the full email without leaving the deal page
  * Quick reply button to respond to emails directly from the Activity Feed
</Update>

<Update label="December 13, 2025" description="Contacts" tags={["Improvements"]}>
  ### Contacts: Bulk import

  * Import contacts from CSV with automatic field mapping
  * Duplicate detection with configurable matching rules (email, name, phone)
  * Import preview: review matched fields and sample records before confirming
  * Import history with row-level success/error reporting
</Update>

<Update label="December 12, 2025" description="Follow-Up Agent" tags={["New Features"]}>
  ### Follow-Up Agent launched

  * Monitors active conversations for stale threads
  * Drafts follow-up emails in your voice
  * One-tap approval from the approval queue
  * Nothing sends without your permission
  * Average time saved per user: 45 minutes/day during beta
</Update>

<Update label="December 11, 2025" description="Deals" tags={["Improvements"]}>
  ### Deal page: Activity timeline

  * Complete timeline of all deal activity. Emails, meetings, notes, stage changes, agent actions
  * Pinnable events for important milestones
  * Timeline is the default view when opening a deal
</Update>

<Update label="December 10, 2025" description="Gmail" tags={["New Features"]}>
  ### Multi-inbox support

  * Connect multiple Gmail accounts to a single Octolane workspace
  * All accounts feed into the same unified CRM
  * Per-account visibility settings
  * Choose which account to send from when composing
</Update>

<Update label="December 9, 2025" description="Gmail" tags={["New Features"]}>
  ### Gmail sync launched

  * Connect your Gmail account with one click via OAuth
  * Emails are synced in real-time. New messages appear within seconds
  * Historical sync: imports the last 90 days of email on first connect
  * Privacy-first: only emails with external participants are synced (internal emails are ignored)
</Update>

<Update label="December 8, 2025" description="Approval Queue" tags={["New Features"]}>
  ### Approval queue launched

  * Central queue for reviewing all agent actions
  * Approve, edit, or dismiss with one tap
  * Notification badges for pending items
  * Action preview shows exactly what will happen when you approve
</Update>

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