Product Updates

June Improvements

What’s New

Tasks

• Add Contacts to Tasks: You can now add a Contact directly to a task! This makes it easier to track who you need to follow up with. This also gives you a way to quickly call or email the specific Contact by directly clicking on an action icon in the task from the Lead page or Inbox.

WhatsApp Integration Links

• WhatsApp Integration Links are now available for all organizations. When enabled, a WhatsApp link appears on SMS notifications in the inbox and on phone numbers in the Contact’s card in a lead. Clicking the link opens WhatsApp Web to a chat with that number, if one exists.

• You can manage this under Settings > Integration Links > Contact.
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  For more info, check out our WhatsApp Integration help doc

AI Enrich

• Field Level Control: Admins can now turn off AI Enrich for any custom field. This is great for fields, like an internal ID field, that you never want enriched, intentionally or accidentally.

• Manual Run Permission: There’s now a separate permission for manually running AI Enrich on records. Before, you could only control who could run it in bulk. Now, you can set who can trigger enrichment manually. All AI Enrich permissions are grouped in a new section on the roles page for easier management.

Notetaker

• Improved Recording Timing: Notetaker only starts recording when a second participant joins your meeting. No more recordings full of silence or you talking to yourself.
• All Participants Visible in Recordings: Recordings now display all meeting participants simultaneously, not just the current speaker. This helps capture body language and makes it easier to give feedback during training sessions.
  
  View our help docs for more on this feature

Workflows

• Workflows by Owner: The Workflows list now shows the owner of each workflow. You can also filter by the owner to quickly find the Workflows important to you. This filter stays applied, so when you return to Workflows, you can pick up right where you left off.
• Reassign Workflow Ownership: When a user is removed, the admin will be prompted to reassign any workflows owned by that user.

Additional Improvements

• New Contact Card in Emails: Clicking on an email address in the activity feed or inbox now shows a new contact card. From here, you can call, text, or email the contact.

• Gmail Signature Sync: When you connect your Google account, your Gmail signature will sync automatically.
• Email Open Tracking for Essentials Plan: If you’re on the Essentials plan, you can now track email opens in Close without having to upgrade your plan.
• Mobile Table Improvements: The keyboard navigation icon is now hidden on Leads and Contacts tables when viewed on mobile, so you can see more info.

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Bug Fixes

• Fixed an issue that prevented users from exiting “Full screen” after entering fullscreen mode on the report page.

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