Changelog

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AI Memory: teach Octolane about your business once

• New Settings , AI Memory page. Add facts about your ICP, tone, abbreviations, and product names
• Memory blocks are referenced in every AI Chat answer and approval draft
• Per-user memory layered on top of workspace memory

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Signal: ICP fit scoring v2

• Score now factors in industry, headcount, and funding stage against your closed-won pattern
• “Why this score” breakdown shows the exact signals that contributed

• Fixed duplicate contact creation when an email had both to and cc overlap
• Fixed Calendar invites with no title showing as “Untitled” on the timeline
• Fixed AI Chat losing context when switching between two records mid-conversation

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Meeting recorder: speaker analytics

• Click any segment on the timeline to jump to that moment
• Talk-time ratio surfaced on the deal record as an AI field

• 40% faster initial sync for new workspaces (median time-to-first-deal: 4.2 min , 2.5 min)
• Pipeline view load time down from 1.8s to 0.6s on workspaces with 5,000+ opportunities

• Drag and drop reordering of pipeline stages
• Per-stage default probability that AI Chat uses for forecasts
• Bulk move deals between stages from any view

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MCP: new tools for custom objects

• list_custom_objects, get_custom_object, create_custom_object_record, update_custom_object_record
• Automatic schema introspection so the AI knows your fields without you describing them

• Fixed Stripe integration occasionally double-counting MRR for annual subscriptions
• Fixed AI field re-runs not honoring the manual-lock flag
• Fixed Slack notifications going to wrong channel after workspace rename

• AI Chat now streams partial answers for long queries instead of waiting for completion
• Added /forecast slash command shortcut
• Inline citations now show on hover instead of click

• Auto-approve thresholds are now per-action-type (field updates, drafts, stage changes, enrichment)
• Bulk approve and bulk reject from any filter
• Keyboard shortcuts A (approve next) and R (reject next) in the queue

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Email templates and snippets

• Variables auto-fill from the linked record: {{contact.first_name}}, {{account.name}}
• Workspace-wide or personal templates

• Fixed Meeting Recorder occasionally joining cancelled meetings
• Fixed enrichment timing out on companies with very long historical funding rounds
• Fixed CSV import preview not respecting custom field order

• Recurring tasks (daily, weekly, custom cadence)
• Snooze a task to a specific time of day, not just date
• Tasks now surface in AI Chat: “What tasks do I have due today?”

• First-party domain support: track traffic across multiple owned domains under one workspace
• Better resolution for visitors behind corporate VPNs
• New “returning visitors” filter

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Migration tools: HubSpot one-click import

• Pipeline stages map automatically
• Custom properties become custom fields
• Re-run anytime to pull deltas

• Fixed time zone display in meeting recaps for Europe/London users
• Fixed Zapier triggers firing twice for stage changes via API
• Fixed search not matching across custom field values

• “Pin to dashboard” for any AI Chat-generated report
• Scheduled email delivery for any saved report
• Slack delivery for any saved report

• Refreshed empty states across the app with clearer next-step CTAs
• Improved color contrast on stage badges for accessibility
• New keyboard shortcut hint overlay (? to open)

• Added /v1/opportunities/search with full filter language support
• Bumped default rate limits 5x for paying workspaces
• New webhook event: opportunity.stage_changed

• AI fields now show inline source citations on hover (which email / meeting / note)
• One-click revert with “this was wrong” feedback. Octolane learns from corrections
• Re-run all AI fields on a record from the right rail

• Fixed Calendar bot joining personal calendar events when only work account was connected
• Fixed @mentions sometimes not notifying the tagged teammate
• Fixed export CSV missing the last row on large datasets

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Slack app (beta) for Business plan

• Ask AI Chat any question, get the answer in-thread
• Create opportunities, tasks, and notes from Slack
• Approve queued actions from the channel
• @octolane mentions in any channel

• Reduced AI Chat first-token latency from 1.4s to 0.7s
• Cut webhook delivery time p95 from 2.1s to 0.4s

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Multiple pipelines

• Each opportunity lives in exactly one pipeline at a time
• Clone deals across pipelines (e.g. New Business , Expansion on renewal)
• Per-pipeline forecast in AI Chat

• Fixed Gmail signature occasionally getting parsed as the email body
• Fixed Signal script not initializing inside iframes
• Fixed “no activity” filter excluding deals with only AI-generated activity

• One-click install link for Claude Desktop
• New search_meetings and get_meeting_transcript tools
• Connection status indicator in workspace settings

• Filter activity feed by type (email, meeting, note, AI action, stage change)
• Pin any activity to keep it at the top
• Date range filter on every timeline

• CSV import now auto-detects 80% of column mappings, up from 60%
• Preview now shows duplicate detection results before commit
• Undo any import within 24 hours

• Fixed /forecast returning stale data after stage changes within the same session
• Fixed contact dedupe merging across different domains in rare cases
• Fixed CSV exports failing when a cell contained a literal null string

• Three new auto-record modes: All meetings, External only, Manually invite
• Bot can be renamed per workspace
• Meeting recap now includes a “next steps” section pushed into Tasks

• New Leads view replaces the old Signal dashboard
• Bulk add to outreach drafts from the Leads view
• Visitor enrichment now includes browser, device, country, and tech stack

• Sidebar groups now remember their collapsed state across sessions
• Faster page transitions across the app
• New onboarding tour for first-time workspaces

• Fixed AI Chat occasionally hallucinating opportunity amounts that didn’t exist
• Fixed Calendar permissions prompt looping after granting
• Fixed Spanish, French, and German diacritics breaking search

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Webhooks v2

• 12 new event types covering every object lifecycle
• HMAC-signed payloads
• Replay any failed delivery from the dashboard

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Custom objects (Team plan)

• Full AI field support
• Lookup relationships to standard or other custom objects
• Full API and MCP access

• Fixed mobile sidebar getting stuck open after navigation
• Fixed AI enrichment occasionally writing LinkedIn URL into the wrong field
• Fixed search highlighting carrying over to the wrong record after switching

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Forecasting in AI Chat

• Commit / best case / pipeline coverage
• Per-rep, per-pipeline, per-segment slicing
• “Why is this deal in commit?” explanation per row

• AI Chat can now write to multiple records in one command (“update all deals in negotiation to add a follow-up task for Friday”)
• Undo any AI Chat action with Cmd+Z
• History view to replay past AI Chat sessions

• 60% reduction in memory usage for the meeting recorder bot
• Faster enrichment fan-out (5x more concurrent enrichment jobs)

• Fixed AI Chat truncating long answers in the inline preview
• Fixed mention notifications repeating after the same person is mentioned twice in a thread
• Fixed time-on-page metric in Signal counting tab-out time

• Group by any field, including AI fields
• Save views with a custom icon and color
• Share view across the workspace with one click

• Reorganized Settings into Profile, Workspace, Members, Integrations, Billing, AI
• SAML SSO setup wizard (Business plan)
• Audit log for workspace owner actions

• Fixed Gmail sync occasionally missing the latest message in a long thread
• Fixed PostHog integration mapping events to wrong account when same person at two companies
• Fixed account merge keeping the older logo instead of the better one

• Composer now drafts follow-ups with full conversation context, not just the last message
• Send-later from the composer
• Email open and reply tracking surfaced on the timeline

• Notes now support full Markdown, including code blocks and tables
• @mention any record (not just teammates) to link records inline
• Edit history visible on hover

• Fixed onboarding flow occasionally hanging at the “enrichment” step
• Fixed AI fields showing stale values after manual edit
• Fixed Slack OAuth redirect failing for workspaces with custom subdomains

• New empty states with example data
• Streamlined onboarding from 12 steps to 6
• Better error messages across the app

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Salesforce and Pipedrive importers

• Step-by-step migration wizard for both
• Automatic field mapping with manual override
• Idempotent re-runs to pull deltas during a side-by-side period

• “Reject with reason” so Octolane learns from corrections
• Filter approval queue by action type and confidence
• Daily digest email of queue size and oldest items

• Per-tool permission scopes (read-only, read-write, full)
• Connection tested every 60s with auto-reconnect
• New list_views and run_view tools

• Fixed Calendar sync occasionally missing recurring meetings
• Fixed AI Chat citing emails that had been deleted
• Fixed search not indexing notes added in the last 60s

• Faster response times for short queries (median 800ms , 400ms)
• Added contextual examples when AI Chat opens on an empty input
• Better handling of ambiguous account references (“Acme” when there are two)

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MCP Server: Use Octolane from Cursor, Claude & ChatGPT

• Supported tools: search deals, create contacts, update pipeline stages, add notes. All via natural language
• Works with Cursor, Claude Desktop, and ChatGPT out of the box
• Published quickstart guides for each platform

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AI Chat: Deep research mode

• Ask complex questions like “Which deals have gone silent after a demo but before proposal stage in the last 30 days, and what was the last thing discussed?”
• Results include source citations linking back to specific emails, meetings, and notes
• 3x improvement in answer accuracy for cross-object queries

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Pipeline: Forecast confidence scores

• Aggregate forecast view shows weighted pipeline by confidence band
• Configurable thresholds for “at risk,” “on track,” and “strong” deals
• Export forecast data to CSV for board reporting

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Comparison docs & expanded documentation

• Published full comparison pages: Octolane vs HubSpot, Salesforce, Attio, Pipedrive, and Lightfield
• Expanded API reference documentation with interactive examples
• Added custom llms.txt for better AI search discoverability

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Follow-Up Agent: Custom timing rules

• You can now set per-pipeline timing rules for when the Follow-Up Agent drafts follow-ups (e.g., 3 days for hot deals, 2 weeks for enterprise)
• Added “urgency” indicator to the approval queue so you can prioritize what to review first
• Follow-Up Agent now respects timezone preferences. Drafts are timed to land during the recipient’s working hours

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AI Chat improvements

• AI Chat now understands multi-step instructions: “Find all stale deals over $10K and draft follow-ups for each one”
• Faster response times for pipeline queries. 2x speed improvement on large datasets
• Added contextual suggestions. AI Chat now proactively suggests follow-up questions based on your query

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Signal: Page-level tracking

• New “Pages Viewed” column in the Signal dashboard with time-on-page data
• Session replay links for high-value visitors (requires web analytics integration)
• Page-level data feeds into ICP scoring. Pricing page visits boost the score

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WhatsApp integration launched

• Sync WhatsApp conversations into your CRM automatically
• Deal Finder Agent now detects deals from WhatsApp threads
• WhatsApp messages appear in the Activity Feed on contact and deal records
• Two-way sync. Reply to WhatsApp messages directly from the deal record

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Approval queue: Bulk actions

• Approve, dismiss, or edit multiple agent actions at once from the approval queue
• New keyboard shortcuts: A to approve, D to dismiss, E to edit
• Added “Select all from this agent” for batch processing
• Queue now shows estimated impact: “Approving these 12 follow-ups will re-engage $340K in pipeline”

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Outreach Agent: A/B testing

• Outreach Agent now supports A/B message variants. Define two approaches and let the agent alternate
• Performance tracking per variant: open rates, reply rates, meeting booked rates
• Winning variant auto-selected after statistical significance reached (configurable sample size)

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AI Reporting: Ask anything

• Ask AI Chat for any report in plain English: “Show me pipeline conversion rates by stage this quarter”
• Reports now include visual charts alongside data tables
• Save generated reports as dashboard widgets
• Schedule recurring reports delivered to your inbox weekly or monthly

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Inbound API launched

• Four endpoints: Create Opportunity, Create Account, Create Contact, Create Note
• Automatic deduplication. Safe to call multiple times without creating duplicates
• Published full API reference documentation with interactive playground
• Rate limits: 1,000 requests/minute on Pro, 10,000 on Enterprise

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Pipeline: Deal health dashboard

• Metrics: average deal velocity, stage conversion rates, win rate trends, average deal size
• Compare current month vs. previous month with trend indicators
• Filterable by pipeline, owner, and time range

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LinkedIn integration

• Connect LinkedIn to enrich contacts with profile data, job titles, and company info
• LinkedIn data now feeds into the Outreach Agent for more personalized messages
• Mutual connections surfaced on contact records. Useful for warm intros
• LinkedIn activity (posts, comments) tracked for key contacts

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Custom AI Fields

• Supports deal, contact, and company objects
• Examples: budget range, buying timeline, competitor mentions, decision maker
• AI Fields update automatically as new data comes in from emails and meetings

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Follow-Up Agent: Tone matching improvements

• Improved voice matching. The Follow-Up Agent now better captures your email style, including greeting patterns, sign-offs, and sentence length
• Added “Preview as sent” view in the approval queue
• Side-by-side comparison: your original emails vs. agent-drafted follow-ups for calibration

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Mobile: Push notifications

• Push notifications now available on iOS and Android
• Configurable notification types: agent actions pending, deal stage changes, Signal alerts, mentions
• Deep links take you directly to the relevant record or approval queue item

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AI Enrichment: Decision maker mapping

• Enrichment now identifies the buying committee at target accounts
• Maps org chart relationships: who reports to whom, who influences purchase decisions
• Automatic role classification: Champion, Decision Maker, Blocker, End User
• Data sourced from LinkedIn, company websites, and public filings

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Signal: ICP scoring

• Signal now scores every identified company against your ideal customer profile
• High-priority visitors are flagged in the dashboard with match percentage
• Configurable scoring criteria: company size, industry, location, tech stack
• Score breakdown shows exactly why a company scored high or low

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Onboarding: Guided setup wizard

• New step-by-step setup wizard for first-time users
• Connect Gmail → Import contacts → Configure pipeline → Install Signal → Enable agents. All in under 10 minutes
• Progress tracker in the sidebar until setup is complete
• Contextual tips and sample data to help users understand each feature

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Activity Feed: Agent action labels

• Every agent action in the Activity Feed now shows which agent performed it and why
• Filter the Activity Feed by agent type to see what each one has been doing
• Activity Feed now includes a timeline view with visual markers for key events

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Pipeline: Auto-stage advancement

• Deals can now automatically advance stages based on real signals. Meeting booked, proposal sent, contract discussed
• Configurable per pipeline in Settings → Pipeline → Automation Rules
• Audit log shows exactly which signal triggered each stage change
• Manual override always available. Automation never blocks human judgment

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Deal Finder: Confidence scoring

• Deal Finder now assigns a confidence score to every detected deal
• Low-confidence detections go to a “Review” queue instead of auto-creating
• Configurable threshold: auto-create deals above 80% confidence, review below
• Reduced false positive rate by 60% compared to previous version

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Workspace: Team activity dashboard

• New team dashboard showing activity across all workspace members
• Metrics per rep: deals touched, emails sent, meetings held, follow-ups approved
• Leaderboard view (optional) for competitive teams
• Manager view with coaching insights: “Rep X has 5 deals with no activity in 7+ days”

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Outreach Agent launched

• Messages are personalized based on company profile, browsing behavior, and any existing interactions
• All drafts go through your approval queue before sending
• Supports email and LinkedIn InMail (with LinkedIn integration)

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AI Notes: Auto-summarize threads

• AI Notes can now summarize entire email threads into a concise deal update
• One-click “Summarize thread” button on any email conversation
• Summaries are saved as notes on the deal record
• Supports threads with 50+ messages. Compresses to key decisions and next steps

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AI Enrichment: Funding data

• Contact and company enrichment now includes funding history, investors, and total raised
• Data sourced from the live web. Not a static database
• Funding stage classification: Pre-seed, Seed, Series A–E, Public
• Revenue estimates for private companies based on employee count and funding

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Email templates

• Create reusable email templates for common outreach scenarios
• Variable support: {{first_name}}, {{company}}, {{deal_name}}, and custom fields
• Templates available in manual compose and as starting points for Outreach Agent
• Shared template library across the workspace

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Form Submission Agent launched

• Captures every inbound form lead instantly
• Qualifies leads against your ICP criteria automatically
• Routes qualified leads to the right pipeline stage
• Can trigger the Follow-Up Agent or Outreach Agent for immediate response
• Supports Octolane forms, Typeform, and any webhook-compatible form tool

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Search: Global search overhaul

• Completely rebuilt global search. Now searches across deals, contacts, companies, notes, emails, and meetings simultaneously
• Fuzzy matching handles typos and partial names
• Search results ranked by relevance with context snippets
• Keyboard shortcut: Cmd+K to open search from anywhere

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14-day free trial

• Extended free trial from 7 days to 14 days on the Pro plan
• No credit card required to start
• Full access to all features including agents and Signal during trial
• In-app onboarding checklist to help new users get value fast

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Signal: Slack notifications

• Get Signal alerts directly in your Slack workspace
• Configurable channels: send all alerts to #sales-leads, high-priority only to #hot-leads
• Rich notifications include company name, ICP score, pages viewed, and a direct link to Octolane

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Meeting Recorder: Action item extraction

• Meeting Recorder now extracts specific action items from call transcripts
• Action items are linked to the deal record and assigned to participants
• Follow-Up Agent can monitor whether action items get addressed
• Overdue action items surface in the “At Risk” deals view

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Custom Data Model: Relationships

• Define custom relationships between any objects. Deals to deals, contacts to companies, custom objects to anything
• Relationship types: parent-child, related, influenced-by
• Relationship data feeds into AI context. Agents understand your full deal graph

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Custom Data Model: Custom objects

• Create custom objects beyond deals, contacts, and companies
• Define relationships between objects
• Custom objects work with AI Fields and enrichment
• Example custom objects: Products, Subscriptions, Support Tickets, Projects

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Performance: 3x faster load times

• Complete frontend rewrite for pipeline and list views
• Pipeline board loads in under 500ms for workspaces with 10K+ deals
• Infinite scroll replaces pagination. Smoother browsing experience
• Reduced memory usage by 40% on large datasets

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Zapier integration expanded

• New triggers: Deal stage changed, Signal company identified, Form submission received
• New actions: Update deal stage, Add note to record
• 12 total triggers and actions now available
• Pre-built Zap templates for common workflows: “New Signal visitor → Slack notification”

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Pipeline: Multi-pipeline support

• Create multiple pipelines for different sales motions (e.g., inbound vs. outbound, SMB vs. enterprise)
• Each pipeline has independent stages, automation rules, and agent configurations
• Cross-pipeline reporting for unified metrics
• Drag deals between pipelines with stage mapping

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Signal: Google Tag Manager support

• Install Signal via Google Tag Manager with one-click setup
• No code changes needed. Just paste the tag ID
• GTM template published in the GTM Community Gallery
• Verified data parity with direct script installation

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API: Webhook events

• Subscribe to real-time webhook events from Octolane
• Supported events: deal.created, deal.updated, deal.stage_changed, contact.created, signal.company_identified
• Retry logic with exponential backoff for failed deliveries
• Webhook logs with request/response details for debugging

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AI Chat: Instruct agents via chat

• You can now give instructions to agents through AI Chat
• “Draft outreach to the last 5 companies that visited our pricing page”
• “Follow up with everyone who hasn’t replied in 2 weeks”
• Agent actions from chat go through the same approval queue

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Signal: Industry detection

• Signal now detects the industry of visiting companies automatically
• Industry data feeds into ICP scoring. Boost scores for your target verticals
• Filter Signal dashboard by industry to focus on relevant visitors
• 95% accuracy across 150+ industry categories

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Deal Finder: Multi-source detection

• Deal Finder now scans connected web analytics, marketing tools, and support platforms. Not just email and calendar
• Deals detected from support-to-sales handoffs and marketing engagement signals
• Source attribution on every deal: which channel or interaction triggered detection
• Consolidated deal view when multiple signals point to the same opportunity

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Never Miss a Deal launch

• Major product launch on Product Hunt (#2 Product of the Day) and Bookface
• New onboarding flow: connect Gmail + Calendar → see first auto-detected deal in under 5 minutes
• Demo environment for prospects to try before signing up
• 1,200+ signups in the first 48 hours

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Import: Bulk data import

• Upload CSV files with up to 100K records per import
• Automatic column detection and field mapping
• Duplicate detection during import with merge options
• Import history with rollback capability for the first 24 hours

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AI Meeting Notes: Summary improvements

• Meeting summaries now include key decisions, open questions, and sentiment indicators
• Summaries are shorter and more actionable. Average 60% reduction in length with no loss of detail
• New “Key Moments” feature highlights the most important parts of the call with timestamps

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Outreach Agent: Sequence support

• Outreach Agent now supports multi-step sequences. Not just single messages
• Define a sequence: Day 1 intro → Day 3 follow-up → Day 7 value-add → Day 14 break-up
• Each step is personalized independently based on whether the prospect engaged with previous steps
• Sequence performance dashboard with step-by-step conversion metrics

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Signal: Do-not-track list

• Exclude specific domains or IP ranges from Signal tracking
• Personal email domains (gmail.com, outlook.com) are excluded by default
• Competitor domains can be excluded to keep data clean
• Bulk import exclusion lists via CSV

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AI Enrichment: Social profiles

• Enrichment now discovers and links social profiles: LinkedIn, Twitter/X, GitHub, personal websites
• Social data feeds into contact records and is available to agents for personalization
• Profile photos pulled automatically when available

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Pipeline: Stale deal indicators

• Deals with no activity for a configurable period now show a visual “stale” indicator
• Stale deals surface in a dedicated “At Risk” view
• Follow-Up Agent can automatically trigger for stale deals
• Weekly digest email summarizing all stale deals across your pipeline

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Workspace: Audit log

• Full audit log for workspace admin actions
• Track who changed what: record edits, stage changes, agent configurations, user permissions
• Filterable by user, action type, and date range
• Exportable for compliance reporting

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AI Enrichment: Tech stack detection

• Company enrichment now includes detected technology stack
• See which tools your prospects use. CRM, marketing, analytics, etc.
• Tech stack data feeds into ICP scoring and outreach personalization
• 200+ technologies detected including competitors

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Email: Tracking and analytics

• Track email opens, link clicks, and reply rates for emails sent through Octolane
• Per-email analytics visible on the deal record
• Aggregate email performance dashboard for reps and managers
• Open tracking pixel is invisible and privacy-respecting (no third-party data sharing)

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Meeting Recorder: Zoom and Teams support

• Meeting Recorder now supports Zoom and Microsoft Teams in addition to Google Meet
• Auto-join works across all three platforms based on calendar events
• Consistent transcription quality and summary format across all platforms
• Calendar integration detects which platform each meeting uses automatically

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Contact: Merge duplicates

• Detect and merge duplicate contacts with one click
• Smart matching based on email, name similarity, and company association
• Merge preview shows which fields will be kept from each record
• Activity history is combined. No data loss during merge

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Views: Saved views

• Save custom filtered views and access them from the sidebar
• Share views with your team
• Pre-built views: “My open deals,” “Stale deals,” “Hot leads this week”
• Pin your most-used views to the top of the sidebar

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Follow-Up Agent: Multi-language support

• Follow-Up Agent now drafts follow-ups in the same language as the original conversation
• Supports 12 languages: English, Spanish, French, German, Portuguese, Italian, Dutch, Swedish, Danish, Norwegian, Japanese, Korean
• Language detection is automatic. No configuration needed

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Follow-Up Agent: Subject line preservation

• Follow-Up Agent now preserves the original email subject line when drafting follow-ups
• Thread continuity maintained. Replies appear in the same conversation
• Smart “Re:” prefix handling. No duplicate “Re: Re: Re:” chains

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Pipeline: Drag-and-drop reordering

• Reorder deals within a pipeline stage by dragging
• Custom sort order is saved per user
• Sort by: manual order, deal size, last activity, close date, or AI confidence score

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Accounts: Automatic merging

• Octolane now detects when the same company enters your CRM from multiple sources and merges records automatically
• Manual merge option also available for edge cases
• Merge log shows history of all automatic merges for auditing
• Undo merge available for 7 days after merge

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Security: SOC 2 Type II

• Achieved SOC 2 Type II compliance
• Annual penetration testing by third-party security firm
• All data encrypted at rest (AES-256) and in transit (TLS 1.3)
• Security whitepaper available on request

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AI Chat launched

• Ask questions: “What’s the latest with the Acme deal?”
• Get summaries: “How many deals did we close this month?”
• Available from the sidebar in every view
• Supports follow-up questions with conversation memory

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Pipeline: Quick-edit from board view

• Edit deal name, value, close date, and owner directly from the pipeline board. No need to open the deal page
• Inline editing with auto-save
• Bulk update deal owner for multiple deals at once

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Signal: Real-time notifications

• Get notified instantly when a high-value company visits your website
• Notifications via in-app alerts and email
• Configurable thresholds: notify for Tier 1 ICP matches only, or all identified visitors
• Notification digest option: batch alerts every 30 minutes instead of real-time

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AI Notes: Smart tagging

• Notes are now automatically tagged with relevant topics: pricing, competition, timeline, technical requirements
• Filter notes by tag to quickly find relevant context across all deals
• Custom tags supported alongside auto-generated ones

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Web analytics integration

• Connect your web analytics tools to Octolane
• See which pages prospects viewed, how they found you, and engagement metrics
• Data feeds into Signal scoring and Deal Finder detection
• Supports Google Analytics, Plausible, PostHog, and Mixpanel

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Notifications: Notification center

• New unified notification center accessible from the top bar
• Categorized notifications: Agent Actions, Deal Updates, Signal Alerts, Team Activity
• Mark all read, snooze, or mute notification types
• Desktop notifications for time-sensitive alerts

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Import: HubSpot and Salesforce field mapping

• Improved CSV import with automatic field mapping for HubSpot and Salesforce exports
• Custom fields are detected and can be created during import
• Migration guide published for switching from HubSpot or Salesforce
• Data validation during import catches formatting issues before records are created

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Performance: API response times

• Reduced median API response time from 320ms to 95ms
• Optimized database queries for pipeline and search endpoints
• Added edge caching for frequently accessed resources
• Published status page at status.octolane.com

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2025 year in review

• Shipped 180+ features in 2025
• Grew from 0 to 2,400+ active workspaces
• Processed 12M+ emails and 850K+ calendar events
• Agents drafted 420K+ follow-ups and detected 95K+ deals automatically

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AI Enrichment: Refresh scheduling

• Schedule automatic enrichment refreshes. Daily, weekly, or monthly
• Only changed data triggers updates. No unnecessary API calls
• Enrichment changelog shows what changed and when
• Manual refresh available for any record with one click

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Meeting Recorder launched

• Built-in meeting recorder that joins Google Meet calls automatically
• Full transcription with speaker labels
• AI-generated meeting summaries with next steps
• Recordings stored securely with team-level access controls

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Pipeline: Close date tracking

• Close date field now tracks history. See how many times a deal’s close date was pushed
• “Slippage” indicator shows deals that have been pushed 3+ times
• Close date change triggers are available as automation inputs

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AI Chat: Context-aware responses

• AI Chat now considers the page you’re on when answering questions
• Ask “How is this deal going?” from a deal page. No need to specify which deal
• Responses include links to related records for easy navigation

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Signal Agent launched

• Identify companies visiting your website in real-time
• Company enrichment for every identified visitor
• Qualification scoring against your ideal customer profile
• One-click “Create Deal” from any identified visitor

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Contact: Automatic creation from email

• Contacts are now created automatically when new email addresses appear in synced conversations
• Contacts are linked to the correct company using domain matching
• Duplicate prevention checks run before creation
• New contacts appear in the Activity Feed with source attribution

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Deal record: Related contacts view

• Deal pages now show all related contacts with their role and engagement level
• Engagement level is calculated from email and meeting frequency
• Add or remove contacts from a deal with one click
• Contact roles: Primary, Technical, Executive Sponsor, Procurement

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Follow-Up Agent: Voice learning

• Follow-Up Agent now learns your writing style from your sent emails
• Matches your tone, greeting patterns, and sign-off style
• Better voice matching with every email you send
• Voice profile is private to each user. Not shared across the workspace

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Workspace: Invite teammates

• Invite team members by email with role-based access
• Roles: Admin, Manager, Member, Viewer
• Pending invitations visible in workspace settings
• SSO support for Google Workspace accounts

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Pipeline: Deal value tracking

• Track one-time and recurring revenue (ARR/MRR) per deal
• Pipeline totals update in real-time on the board view
• Currency support: USD, EUR, GBP, and 20+ currencies
• Multi-currency deals with automatic conversion at current rates

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Pipeline: Custom stages

• Customize your pipeline stages to match how your team actually sells
• Drag-and-drop reordering
• Default stages provided for quick setup
• Stage-level probability settings for forecasting

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Email sync: Thread grouping

• Emails are now grouped into threads on deal and contact records
• Thread view shows the full conversation with newest messages on top
• Collapsed view for long threads. Expand individual messages as needed
• Thread-level actions: summarize, create note, flag for follow-up

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Calendar sync: Meeting detection

• Calendar events with external participants are automatically detected as meetings
• Meeting records include attendees, agenda (from event description), and linked deal
• Pre-meeting brief: AI Chat can summarize everything you know about the attendees and their company

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AI Enrichment launched

• Automatic enrichment for every contact and company
• Data sourced from the live web. Job titles, company size, social profiles, location
• Refreshes periodically to keep records current
• 92% fill rate for job title, 88% for company size, 85% for location

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Gmail sync: Two-way sync

• Emails sent from Octolane now appear in your Gmail sent folder
• Full two-way sync. No parallel universe of emails
• BCC and CC recipients captured on synced emails
• Attachment previews visible on deal records

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Search: Quick filters

• Filter deals, contacts, and companies without leaving the list view
• Quick filter chips: stage, owner, value range, created date, last activity
• Combine multiple filters with AND/OR logic
• Filter state is saved in the URL. Shareable with teammates

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Deal Finder Agent launched

• Scans your email and calendar to detect deals automatically
• Creates opportunities in your pipeline with associated contacts and context
• Deduplication built in. Same deal from multiple signals won’t create duplicates
• Detection accuracy: 94% precision on real user data during beta

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Activity Feed: Email and meeting timeline

• Activity Feed shows all emails and meetings in chronological order
• Filter by: emails only, meetings only, agent actions, notes
• Expandable email previews. Read the full email without leaving the deal page
• Quick reply button to respond to emails directly from the Activity Feed

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Contacts: Bulk import

• Import contacts from CSV with automatic field mapping
• Duplicate detection with configurable matching rules (email, name, phone)
• Import preview: review matched fields and sample records before confirming
• Import history with row-level success/error reporting

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Follow-Up Agent launched

• Monitors active conversations for stale threads
• Drafts follow-up emails in your voice
• One-tap approval from the approval queue
• Nothing sends without your permission
• Average time saved per user: 45 minutes/day during beta

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Deal page: Activity timeline

• Complete timeline of all deal activity. Emails, meetings, notes, stage changes, agent actions
• Pinnable events for important milestones
• Timeline is the default view when opening a deal

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Multi-inbox support

• Connect multiple Gmail accounts to a single Octolane workspace
• All accounts feed into the same unified CRM
• Per-account visibility settings
• Choose which account to send from when composing

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Gmail sync launched

• Connect your Gmail account with one click via OAuth
• Emails are synced in real-time. New messages appear within seconds
• Historical sync: imports the last 90 days of email on first connect
• Privacy-first: only emails with external participants are synced (internal emails are ignored)

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Approval queue launched

• Central queue for reviewing all agent actions
• Approve, edit, or dismiss with one tap
• Notification badges for pending items
• Action preview shows exactly what will happen when you approve