Skip to main contentFeatures
- Account Research Customization: Users can now customize the layout of their account research dashboards, including saved configurations and grid stability improvements.
- Research Document Sharing: Research outputs can now be shared directly to Slack and email from within the platform.
- Manual Research Run Controls: Introduced a “Play” button with dropdown for selectively running or re-running specific research actions.
- Advanced Filtering: Enhanced filters added to account research and knowledge base views, including pagination, sorting, and search functionality.
- Full-Screen View: Added a full-screen option to improve focus when working with research outputs or detailed content.
Improvements
- Account List View: Improved loading and real-time status updates for account lists; resolved visibility issues.
- Chat Context Handling: Enhanced context management in chat views for more relevant follow-up interactions.
- Prompt System Updates: Improved the prompt experience when generating research documents, templates, and account research tasks.
- LinkedIn Badge Visibility: Removed the LinkedIn badge when profile data is unavailable in the response.
- UI & Grid Fixes: Fixed dimension issues in configured dashboards and ensured layout remains consistent after edits.
- Responsive Status Indicators: Improved how research status updates are streamed and displayed during multi-step workflows.
Minor Fixes & UI Polish
- Fixed broken state when entering/exiting scoped research views.
- Fixed scrollbar and category UI overlap issues.
- Fixed disabled button state for “Run All” and “Run Unprocessed” insights actions.
- Removed unused or deprecated UI sections (e.g., value fulfillment).
