Feature updates
New layout for Contacts which now shows Who Knows, Meetings, Activities, Opportunities and Notes on Contacts. You can also Generate AI summary for Contacts for a quick and easy way to get key contact details.
We also have a new layout on companies with a News tab that shows recent News and AI summary on companies.
On Meetings, our revamped UI now shows Participants, Company, Activity, News all in meetings tab so you can easily view the key details like participants and company details.
On the Dashboard page, you can now view Key Activities logged for the day and Tasks due on that day.
We also now have business card scanner on the mobile app which you can use to create contacts from business cards. You can scan one card at a time or do multiple cards.
On Workspace and App lists, we have a new and updated UI to view list rows in a cleaner layout
You can now view Activity Lists in the mobile app, making it easier for BD team members to see Activities directly in their calendar.
Gen-AI Contact and Company Summary Data Processing Policy
We use Microsoft Azure Open AI on our own private instances. Data is not stored and not used for training. It's simply being processed on our infrastructure that run GPT4o, or GTP4omini models. We have services running for EU, US, AU, Canada and Switzerland. Based on users Nexl region, users will automatically be assigned the right region for our AI services. Even if a user is travelling out of their default region, data will still will be hosted on their default region.
We also have a disclaimer that shows on first use that explains what data is processed and it also asks users to confirm internally with your firm's AI policy before using it.