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Now live: AI-powered CRM updates after every call

AI CRM Concierge in public beta (field sync, no setup required), better follow-up emails and company-level visibility controls.

✨ AI CRM Concierge (public beta)

✨ AI CRM Concierge (public beta)

The new AI CRM Concierge transforms how you manage your CRM – no more tedious data entry.

  • Automatic updates – After every meeting, the Concierge extracts key data and updates your CRM directly.
  • Focus on what matters – More time with clients, less admin.
  • Save time – Reclaim hours each week.

Watch it in action · Help center

Personalized follow-up emails – now even better

Personalized follow-up emails – now even better

We now automatically draft a follow-up email in the AI Chat based on your conversation with external participants. Also new:

  • ✨ Improved formatting when pasting into Gmail or Outlook
  • 🗣️ Style matching to the meeting's tone
  • 🌍 Follow-up emails are generated in the transcription language, not the automation settings language

Company control for visibility settings

Company control for visibility settings

Admins can now manage who receives meeting recaps and who can access internal or external recordings. These settings apply as the default for new users and update existing users' preferences (users are notified by email). Users can still change their preferences at any time.