November Update: AI Analyst and CRM Concierge custom objects
The AI Analyst extracts insights from all your conversations, and CRM Concierge now supports custom objects.
🎉 AI Analyst in research preview
Meet the AI Analyst. It has access to all your summaries, scorecard feedback and conversations, including metadata.
- Catch up on any customer's journey in seconds for seamless sales-to-CS handovers
- Let AI build meeting agendas and action items from conversation insights
- See patterns in your coaching feedback over the last month
Check it out · Best practices guide
The AI Analyst is available to users with an active Coaching & AI subscription. Access is complimentary during the research preview; pricing will be determined at official release.
CRM Concierge supports custom objects for HubSpot and Salesforce
The CRM Concierge can now update any field on any custom object in HubSpot and Salesforce.
Recap of what it can do:
- Multi-object sync – Opportunities, contacts, accounts and custom fields. Every field type is supported.
- Custom objects – Update any field on any custom object your team relies on.
- AI Context – Describe your CRM structure, which fields matter, and when (not) to fill them.
- Magic Mode – Let AI decide which fields to fill, with zero setup.
Use cases: auto-fill MEDDIC fields, accurate lead source data, standardized opportunity stages, and syncing custom objects like partner relationships or implementation milestones.
💡 Pro tip: Give the Concierge precise instructions in AI Context, e.g. "only update deal stage if the economic buyer was identified".