Contact & Company Management
In this edition
Contact & Company Management
- Connected AI clients can use company_upsert and contact_upsert to create or update a record. Matching uses its ID first, then company domain or contact email; name matching is used when no domain or email is supplied.
- A contact can be linked to an existing company by companyDomain when no company ID is supplied. The company must already exist in the workspace. Writes require contacts:write access.
- Existing company_create, company_update, contact_create, and contact_update tools remain supported.
- Contact reads and searches include role category, seniority and location alongside the existing title and primary LinkedIn profile, when those fields are present.
Feedback Language
- Feedback classification produces an English title and summary, including for feedback submitted in another language. The supporting evidence keeps the customer's original words and language.
Multi-Channel Campaigns
- Bluesky outbound joins LinkedIn, X and Email campaign and playbook types. Timing labels and stage presets follow the selected channel, including intermediate outreach stages and No reply or Declined outcomes.
- Link or change a playbook on an existing campaign. Keep the current stages or adopt the playbook's stages while reviewing member counts and choosing where existing members move.
- Linking, resyncing and editing stages refresh the campaign view without a manual page reload.
Delivery and Capability Review
- The Delivery Timeline shows proposed capabilities in their hierarchy, with labels and styling that distinguish proposed branches, confirmed capabilities and their parent categories.
- Open a proposal from the graph directly in its Change detail, or use Link, Create & Link and Dismiss from the Brief tab or graph context menu.
- Accepting a suggestion in Change detail leaves the remaining suggestions available for review. Refresh is available for stale suggestion state, and generation indicators clear when work completes.
- Panning and date jumps retain the Delivery graph instead of leaving a blank canvas. Moving between Change and Capability details also avoids the clipped drawer layout.