Changelog

2026-10-24

Email notifications and shared call view alerts

Standard product alerts — including campaign and Unified Inbox replies, deal health and close-date alerts, meeting prep summaries, and CSV import completions — can now be delivered by email from alerts@notify.gtmengine.ai alongside Slack. Admins can enable email delivery per alert and choose recipients in Settings → Notifications even if Slack isn't connected, and each teammate can opt out of individual email alerts from Settings → Profile → Notification preferences.

When you share a public link to a recorded call or clip, GTM Engine now lets you know when an external viewer opens it. The Shared call viewed alert is on by default for email, includes the call or clip title and total view count, skips views from teammates signed in to your organization, and sends an alert for every external view.

2026-10-26

Custom fields in campaign variables and record pages

Contact and account custom fields now appear in the campaign builder's Insert variable picker, so you can personalize emails, LinkedIn messages, and email templates with your own data, for example {{ account.custom.fit_tier }}. Previews and sends fill in each recipient's values.

Custom fields also show up reliably on record pages. Account custom fields whose names end in "Score" or "Reasoning" are no longer hidden from Basic Info → Custom Fields. Opportunity custom fields in categories without their own tab now appear under Standard Fields.

2026-10-25

Product SKU & seat management on Billing, plus onboarding by product

Settings → Billing now organizes your workspace around the products you own rather than a single plan tier. Your products shows each engine in your workspace with assigned vs. available seats, renewal dates, and self-serve Buy seats with live cost previews. Seats are assigned by giving teammates roles under Settings → Team → Members: the role picker shows which roles use a seat and how many are left, and grays out roles whose product is out of seats with a link to buy more. Executive Admins use one engine seat (Sales Engine if you own it, otherwise Campaign Engine), the Free plan includes one Campaign Engine seat for the workspace owner, and seats update automatically as you add or cancel products or deactivate teammates.

Below your active products, Add more engines lets you explore other GTM Engine products, see what capabilities each SKU unlocks, and add seats self-serve or ask Genie to connect you with sales. The Credits card also shows period usage alongside a cleaner dialog for switching recurring monthly credit tiers or topping up with one-time credit packs.

Onboarding now follows the same model. The Home setup guide and sidebar checklist show one section for each product you own, and each teammate only sees the steps their role lets them complete. Products you haven't added yet appear as optional suggestions. Skip to dashboard takes you straight to your Home dashboard; a badge on Home and on your profile menu shows how many steps are left, and one click brings the guide back.

2026-10-23

Log calls from transcript files with Genie

Attach a meeting transcript to Genie, such as .vtt or .srt captions from Zoom, Teams, or Google Meet, or a .txt, .docx, or PDF file, and ask Genie to log it. Genie pulls out the speakers, date, and length of the call, matches the speakers to contacts on the deal's account, and checks the details with you before creating anything. After you confirm, the call is processed just like a recorded one, including deal updates and coaching.

Share call summaries and next steps externally

When you create a public share link for a call, you can now choose to include the call summary and next steps alongside the recording and transcript. Both are off by default, so nothing internal is shared unless you turn it on.

Build out new opportunities with contacts and past activity

When you create an opportunity by hand, you can now add the account's contacts to it and pull their past emails and calls onto the deal right away. Filter by emails, calls, or both and by how far back to look, then select all matching activities or pick them one by one. You can also have GTM Engine process what you add so the deal, its contacts, and coaching are up to date from day one.

Clearer call coaching, LinkedIn enrichment for campaigns, and smaller touches

When a call can't be coached, the Coaching section now explains why. For example, the call may be internal-only, not linked to a deal, or at a stage with no playbook. Calls with no deal get a Link opportunity button that generates coaching once the call is processed. Campaigns with LinkedIn steps can now turn on Find LinkedIn URL if missing, which enriches contacts before they're enrolled so the LinkedIn steps have a profile to work with.

Emails and calls with your known contacts now keep those contacts up to date even when there is no open opportunity. Home shows a Review N activities button when calls are waiting in Activity Hygiene. The Comments and Notes tab on record pages shows how many comments and notes there are, even while it's collapsed.

2026-10-18

Attach files to campaign emails

Campaign email steps can now include attachments when you send through GTM Sending or a direct-connected mailbox. Attach up to five files (10 MB total) from your Content Library, or upload a new one. Uploads are saved to the Content Library too, so the file stays reusable.

Each email gets the latest version of the file when it sends. Attachments can hurt deliverability on cold emails, so the editor reminds you to consider a link or a follow-up step instead.

Send one-off emails from your sending mailboxes

If you have GTM Sending mailboxes assigned to you, the email composer now has a From picker. Alongside your primary mailbox, it lists your sending mailboxes that are warmed up and still have capacity today, so you can send a quick one-off email without using your primary domain.

Replies to these emails only arrive in the Unified Inbox (Campaign Engine → Inbox), not your primary mailbox. The composer warns you about this before you send.

Ideas, drafts, and published content in one Content Library

Content Library now covers every piece of content from first idea to live asset. Switch between Ideas, Drafts, and Published at the top of the page; each stage has its own folders, search, and filters. Ideas is the same saved idea library you see in the Content Idea Lab, so ideas you or Genie save there show up in both places and your backlog sits next to the content it turns into.

Content moves through the stages on its own. Send an idea to Studio and it leaves Ideas and shows up in Drafts; publish it and it moves to Published. Uploaded collateral, templates, and media show up under Published.

2026-10-17

Home widgets you can act on

Home widgets now show the why behind every number. Hover a forecast scenario to see each deal in it, what's already closed, which deals are at risk of slipping and why, and what changed in the last week, then jump straight to that scenario in the planner. Forecast risk compares your call with Genie's weighted view, opportunity risk explains why each deal needs attention (no next meeting, going dark, closing soon, unanswered follow-ups), and inbox replies put interested buyers first, with the reply right in the preview.

Most widgets now link through or let you act in place: prep a deal follow-up with Genie, start outreach to a high-propensity account, draft a content idea in Studio, open the exact hygiene cleanup tab, and complete or snooze tasks grouped by Overdue, Today, and Upcoming. Campaign performance adds positive-reply and bounce rates, and team coaching shows each rep's trend and weakest skill with links to their coaching view.

2026-10-15

Personalize Home dashboards

Home is now a customizable dashboard. Everyone starts with a layout that matches the Home they already know (performance stats on top, the Day Planner on the left, and a Calendar / Tasks sidebar on the right), plus a quick guided tour that ends with the choice to have Genie design a layout for them or customize it yourself. Click Customize your Dashboard on Home to drag, resize, add, or remove built-in widgets such as the Day Planner, Calendar, Tasks, Performance overview, high-propensity accounts, campaign performance, content ideas, opportunity risk, inbox replies, team coaching, forecast risk, forecast scenarios, and data hygiene, and add saved report charts as widgets. You can also build brand-new reports without leaving Home: describe the chart you want or start from a suggested idea, refine it, and pin it, or open it in the query builder to fine-tune. Managers can open a teammate's own Home dashboard in read-only mode with the data scoped to that teammate.

Drop any widget onto another to combine them into one tabbed widget, for example two report charts or a report next to your Tasks, and drag a tab back out onto the grid to make it its own widget wherever you drop it. Widgets glide freely while you drag or resize them, with an outline showing where they'll land, then snap neatly into the grid when you let go.

Or let Genie design it with you. Choose Ask Genie to design my Home, Redesign with Genie in edit mode, or Design my Home with Genie when you finish onboarding. Genie starts from what it already knows about your role, team, and connected tools, asks a couple of quick clickable questions where something is unclear, and proposes a full layout, including tabbed groups, new reports built for you, and things you may not know you can do, plus what to connect to unlock more. Preview it live on Home, untick what you don't want or ask for changes, and nothing changes until you click Apply.

2026-10-14

LinkedIn connection follow-ups and InMail fallback in campaigns

Connect-on-LinkedIn campaign steps can now include an automatic follow-up message that sends after the connection request is accepted. Set how long to wait after acceptance (from minutes to months), optionally set a Give up after N days cutoff from when the invite was sent, and write a templated or AI-generated LinkedIn DM. The follow-up only schedules when the invite is accepted and is skipped if the contact was already connected when the invite step ran.

LinkedIn DM steps also have a new Send as InMail if not connected and credits are available option with an optional InMail subject line. When a contact isn't a 1st-degree connection yet, GTM Engine checks the sender's InMail credit balance and sends the message as an InMail instead of skipping the step.

Path to Close coaches the deal, not just the to-do list

Path to Close now opens with a Deal strategy: a short read on where the deal really stands and what's about to test it (procurement, security review, an exec sign-off), plus the one to three gaps or plays that matter most and the evidence behind each. Every step now says why ("Because …", grounded in what the buyer said) and the moves it sets up next, so reps can see the reasoning several moves ahead. Steps a rep would do anyway, like a bare "follow up" or "call Jack", are left out unless they name the buyer agreement they get.

The coaching follows whichever sales methodology you use. Gap Selling deals are judged on the gap against price, MEDDPICC deals on economic buyer access, paper process and a tested champion, and custom methodologies on their own element definitions. The plan now refreshes after each call or inbound email has been fully analyzed, so it always works from the latest deal picture.

2026-10-13

Gap Selling deal assessment, built with Keenan

Gap Selling opportunities are now scored on Keenan's Gap Up assessment criteria: 14 slices from Physical and literal through Next yes, each scored only from what the buyer actually said. Slices show as a numbered pie (green, yellow, red, or gray for not found yet), with a 0–100 deal score that weights Impact, Size of the gap, and Cost of inaction double, plus a pace indicator that tells you whether the deal is where it should be by now.

Click any slice to see the buyer quotes behind it and the exact questions to ask next. Each slice also maps to a 1–10 number, so existing qualification reports and sorting keep working.

Stageless mode: deals move by evidence, not stages

Admins can now turn on Stageless mode in Sales Process. Pipeline stages are hidden from reps, and every deal is driven by its methodology evidence instead: the Pipeline board groups deals into On pace, Behind, At risk, and Not assessed (sorted by deal score), Forecast shows Pace and Deal score columns, and calls are coached against the evidence that is due now rather than a stage playbook. Path to Close and meeting prep plan around the slices or letters still missing.

Stages keep syncing from your CRM in the background, so CRM reports, won/lost tracking, and forecast history keep working. Stageless mode works with Gap Selling and with every other methodology.

Automatic DNS health checks for sending domains

GTM Engine now re-verifies DNS for your sending domains every day. If a domain's records change or go missing, that domain and its mailboxes are pulled from the sending pool so your campaigns keep sending from healthy domains instead of pausing, and a warning badge appears on Domains and Mailboxes in the sidebar.

Open the domain to see exactly which records are missing or incorrect and what they should be. Once you've fixed them at your DNS provider, click Recheck DNS and the domain goes straight back into rotation.

Bulk campaign enrollment without size limits

You can now bulk-enroll any number of contacts or accounts into a campaign from the Contacts and Accounts record pages. The old limits of 1,000 contacts and 50 accounts are gone. For large lists, you'll see a warning that processing may take a while, and you'll need to acknowledge it before enrolling.

Filter and re-enroll campaign contacts

A campaign's enrolled contacts list now has a Filters menu: you can filter by status, account, how far contacts have gotten (on step 3, step 3 or later, before step 3), and why a step was skipped (for example, missing email or LinkedIn URL). Select contacts, or everything that matches your filters, and re-enroll them in the same campaign as a fresh attempt. This is handy after enriching contacts who were skipped. You can also enroll them in a different campaign.

2026-10-12

Restored self-serve billing purchases

Admins can again change self-serve plans, subscribe to recurring credit tiers, and buy one-time credit packs from Billing & Usage. Purchase choices are now backed by the active Stripe billing catalog, so legacy, test, hidden, custom, and admin-only items stay out of customer checkout.

Fairer prospecting credit charges

Prospect searches now deduct credits only after the request is valid and the provider returns successfully. Account and contact discovery imports also count successfully queued net-new records, so skipped duplicates and enqueue failures are not billed as imported prospects.

A smarter Unified Inbox

The Unified Inbox now flags conversations that need you: Needs reply for positive replies you have not answered, and Follow up for positive threads that have gone quiet for 2 business days after your response. Filter to either flag, narrow the list to one or more campaigns with the new searchable campaign filter, or show only Positive, Negative, or Out of office replies with the new reply type filter.

Replying is better too. Preview shows exactly what the recipient will see before you send, the paperclip button attaches files from your computer or the Asset Library on email and LinkedIn, and every reply is logged as an activity on the contact. Genie is now on the Inbox to draft replies into the composer, find conversations that need attention, and set filters for you.

2026-10-11

Cleaner contact outreach and idea planning

Contact pages now switch LinkedIn sends to InMail when you are not connected or a connection request is still pending, and show available InMail credits before sending. Account pages also let you choose exactly which contacts to include when finding missing email or phone details.

Content Idea Lab now combines saved ideas and suggested ideas in one tabbed workspace, with shared filters and a list view alongside cards so teams can review more ideas at once. Suggested ideas can be saved to the library or sent straight to Studio, and list rows show the creator when available.

2026-10-07

Clearer Content Calendar publishing

The calendar drawer now tells you plainly whether a post will go out. A status banner at the top of Publishing says either "Will publish at {time} to {destination}" or "Won't publish" with a list of what's left to fix — approve the asset, approve the calendar item, pick a new time, or retry a failed publish — each with a one-click action. A destination can no longer be approved while its asset is still a draft, and Ready to publish now reschedules past-due or failed destinations at the new time you pick instead of erroring.

2026-10-05

Genie answers more record-page questions

Genie on the records pages now handles three kinds of questions it used to reject. On accounts, headcount thresholds like "employee range under 500" use the stored employee ranges, so only accounts whose whole range is below the limit match (a 201–500 bucket doesn't count as "under 500"). On opportunities, you can ask for deals whose contacts were enrolled in a campaign, such as "open pipeline with contacts enrolled in a campaign". On activities, Genie can count the unique contacts or accounts you reached out to, counting each one once no matter how many times they were contacted, and show this week next to this month as KPI cards.

See how reps rank in their coaching profile

Rep coaching profiles are now a chart-first dashboard under Settings → Profile → Coaching, and managers can open any rep's read-only Coaching and Trophy Room profile from Team Performance or a call. Headline scores, top skill, focus area, and every core skill show the rep's rank against other reps in the organization plus the team average, with peers kept anonymous. Clicking a skill shows the call moments behind it, and each moment jumps straight to that point in the recording.

2026-10-04

Plan your path to quota with Forecast Scenarios

The Forecast page has a new Scenarios tab. Pick This Quarter or Next Quarter, and each path you build plans against its own target, starting at your quota. Genie can propose a few deal sets that would get you there, each with a likelihood, a rationale, and a "what must happen" note for every deal. You can also build paths yourself by dragging deals in from the Healthy and At risk sidebar, put them in the order you expect them to land, and pull in deals from future quarters you plan to accelerate. Each path opens in its own tab. Click + to add paths that compare targets such as $1M, $1.1M, and $1.2M, and drag tabs to reorder them. Every path shows its projected total and a risk-adjusted weighted total. It also flags deals predicted to slip, warns when most of the number rides on two deals, and shows how much healthy pipeline you have as backup. A Since last week view shows what was added, removed, won, lost, or slipped. Deals that close or leave the quarter are reconciled automatically. Any path can be exported as a 16:9 slide.

Reps mark one path as Official to submit their number. Managers see a roll-up of every rep's official path against quota and can click into any rep's plan. Genie can also co-build the plan with you on screen: ask it to swap deals, build a new path, or mark one as official, and you can undo any change. Opportunities also have a new Genie Forecast Category field (Commit, Upside, Stretch), kept separate from your CRM's forecast category.

2026-09-28

Configure Slack notifications for product events

Admins can now manage Slack notifications from the Slack integration card’s Configure action. A compact event grid groups alerts by product area, shows only the product areas each admin can control, and includes message previews, quick toggles, direct-message targets, searchable multi-channel Slack selection, and a dynamic Internal Slack Channel option for opportunity-based Sales Engine alerts. GTM Engine can alert owners, managers, importers, admins, opportunity channels, and configured channels for campaign replies, deal movement, AI forecast-date movement, deal health, meeting prep, close-date reminders, and CSV import completion. Slack alerts are sent as rich message cards with direct links back to the relevant opportunity, inbox thread, meeting prep, or batch.

If Slack is not connected yet, notification settings and contextual entry points point admins to Settings → Integrations to complete setup. The page also explains when to use Automation instead of standard alerts for custom triggers, filters, message templates, branching, or follow-up actions.

Users can also mute their own meeting prep Slack DMs from Settings → Profile → Notification preferences or the Home calendar widget when one-hour-before meeting alerts get noisy.

2026-10-02

Clearer campaign scheduling when a mailbox hits its daily limit

When a mailbox uses up its daily send limit, the contacts due next now move to the start of the next sending day, and the rest of each contact's sequence moves with them. The enrolled-contacts roster flags these contacts with Daily send limit reached · moved to next send day. Daily limits are shared by every campaign sending from the same mailbox, and the campaign docs now explain how two campaigns on one mailbox split that capacity.

Rescheduled steps also keep their spacing. If an email is held for the sending window or a daily limit, the contact's later steps move back by the same amount, so a follow-up that replies in the same thread always goes out after the email it follows.

Switching a campaign to mailboxes with spare capacity now takes effect immediately: contacts held for a daily limit are re-checked and sent from the new mailboxes instead of waiting until the next day. Turning a campaign off also frees its place in each mailbox's queue of held sends, so other campaigns on those mailboxes aren't stuck behind it.

2026-09-30

Keep research on accounts and contacts with Scratchpads

Account and contact pages now have a Scratchpad tab, a markdown notes area for custom research, findings, and analysis. It renders formatted markdown including tables, and you can edit it directly in a rich-text editor with a formatting toolbar (headings, lists, checklists, links, and tables). Genie can also read and add to it: ask Genie to save research or notes to a record's scratchpad and it will append dated sections. You'll see them the next time you open the tab.

Account and contact pages also have fewer top-level tabs: the Account Plan is now a sub-tab of Account Research, the Account Skill and Custom Fields are sub-tabs of Basic Info, and on contacts, Custom Fields is a sub-tab of Contact Details, with campaigns shown on its Overview.

Make related content easier to manage

Content Studio now keeps related assets in a bottom-drawer tab beside Citations, with a single Add Related Asset button that walks you through linking existing content or ideas (including picking created content from the Asset Library) or creating new derivative drafts and saved ideas. Linked LinkedIn/social ideas can be sent into Studio in a new tab. Content Library now groups explicitly linked LinkedIn/social derivatives beneath their main source content so content packages stay organized.

Add SEO/AEO research to Content Studio

Content Studio research now combines live Google SERP signals with ChatGPT answer-engine results from ScrapingBee, including cited sources, search queries, and sponsored results when available. The SEO/AEO research dialog is organized into tabs for summary, SERP signals, AEO answers, and sources so teams can see both classic search demand and answer-engine visibility before drafting.

2026-09-29

Generate images from Content Studio

Studio Genie can now create net-new images for drafts and social previews, use attached screenshots or reference images for edits and variations, upload the result to Cloudinary, and return embed-ready markdown with meaningful alt text. Existing approved media still comes from Content Library search and fetch tools, and Genie can upload chat attachments into the Content Library when users explicitly ask to save them, so teams can choose between generating a fresh visual, reusing brand-safe assets, or adding new source files to the library.

2026-09-26

Make contact CSV imports easier to review

Contact CSV imports now resolve account associations in bulk during review instead of searching once per company row. The review step can link selected contacts to one account, accept suggested account matches, match by business email domain, queue new accounts from company names or email domains, fall back to the orphaned account when no usable account signal exists, and flag rows with blank required values before import.

The final import step also highlights tagging so teams can find the imported list later, run workflows against it, or enroll it in campaigns. Tags selected for the upload are also applied to existing duplicate records, so skipped duplicates stay part of the same list. After import starts, GTM Engine now summarizes the records queued, account links, newly created accounts queued for enrichment, orphaned fallbacks, duplicate records tagged, and skipped rows with a link to Batch History.

2026-09-25

Use default revenue fields across Pipeline and Success Engine

Default revenue fields now apply beyond Forecast: Pipeline cards, Pipeline totals, Renewal Forecast table views, and Customer Success handoff queues use the configured new-business or renewal revenue field instead of always falling back to Amount. Sales admins can also configure which revenue fields appear on Pipeline hover cards and set their display order.

Make activity logging smarter

Genie and workflow automations can now create activities from a person or company identifier. GTM Engine resolves the related contact and account by stable identifiers like email, LinkedIn URL, or domain, creates missing records when needed, and links the new activity to the resolved contact.

Make campaign sends easier to recover and safer to launch

Campaigns now make contact-readiness issues clearer before a send goes out. LinkedIn InMail steps check available credits before attempting delivery, LinkedIn steps clearly surface missing contact LinkedIn URLs, and campaign rosters let managers repair invalid or missing emails by asking Genie for help or saving a validated email manually before re-enrolling the contact.

Live campaign email steps can also append a signature per step, either from the sender's saved profile signature or from a custom signature written just for that step.

2026-09-22

Make LinkedIn campaign sequences safer

Campaigns now track LinkedIn connection-request outcomes more clearly in the enrolled-contact timeline. Reps are notified when a sent invite is accepted, already-connected contacts are labeled without another invite, and LinkedIn DM steps are skipped when the contact has not connected yet.

Completed contacts now also show why the sequence stopped — including positive replies, negative replies, manual removals, unsubscribes, bounces, and normal completion with no reply — and future steps skipped after a reply are labeled prominently instead of looking like they may still send.

Make campaign publishing harder to miss

Campaign Configuration now keeps draft and publish state visible in the header for native-sending campaigns. Teams can see the current saved version in the version dropdown button, restore previous versions from that dropdown, and use a clearer Sending On/Off toggle. Save draft appears only when there are unsaved edits, and Publish changes appears only when there is a saved draft newer than the published version.

2026-09-21

Quantify Gap Selling in pipeline reviews

Sales teams using Gap Selling can configure Keenan’s six-part scorecard: Physical & Literal, Problem, Impact, Root Cause, Desired Outcome, and Gap. GTM Engine now tracks the buyer-validated current-state value, desired-outcome value, annual financial gap, confidence-weighted gap, and structured evidence behind the score.

Forecast and opportunity reviews also show a Gap-to-Price Multiple and Business Case Status, so managers can quickly spot whether the quantified pain supports a healthy 10x business case or whether the next conversation needs more discovery.

2026-09-16

Control who can see recorded calls

Admins can now set a default visibility for GTM Engine Call Recorder calls, and call owners can adjust visibility on individual calls. Calls can stay public to everyone with Call Library access, be limited to participants and their team managers, or be visible only to participants while transcript-derived CRM insights remain available.

Restricted calls can also be shared internally with specific teammates or teams from the call detail Share dialog. Direct teammate shares send an in-app notification and a Slack DM when the recipient has Slack connected. Teammates who open a restricted call can request access from the owner, and owners can grant or ignore requests from the notification or Share dialog. If the owner is unavailable, active Executive Admins receive the request.

Add sales coaching workflows

Teams can now write stage-by-stage Sales Playbooks from Sales Process — stored as a per-pipeline skill file that Genie can fill from an existing playbook doc and that workflows can reference — review timestamped coaching moments on recorded external opportunity calls, and use Team Performance to prioritize persistent rep coaching profiles. Coaching now separates Core Skills from Process Adherence on Profile and Team Performance, including team-table filters, coaching map views, radar comparisons, and Genie context for rep coaching or manager 1:1 prep. When multiple internal individual contributors join the same call, coaching creates separate evaluations for each eligible IC while excluding managers from being scored; ICs can review their own evaluation, while managers and users with coaching access can switch between eligible participants. Profile pages also include a Trophy Room with lifetime wins and current fiscal-year quota progress.

2026-09-10

Let teams order Path to Close priorities

Opportunity Path to Close plans now keep the order reps choose. Reps can drag priorities into the sequence they want to work them, and Genie refreshes preserve that order unless new deal evidence makes another item materially more urgent.

Make sending-domain DNS setup clearer

Existing-domain setup now refreshes DNS records from the sending provider when the DNS panel opens and shows verification status for each record, making missing DKIM or other records easier to identify before a domain can send.

The Sending page also makes warmup state clearer: domains with provider-level domain warmup now show that status in the Warming column, mailbox warmup is blocked until domain warmup is paused, and single-mailbox warmup uses an in-app confirmation with loading feedback instead of a browser alert.

Reuse campaign email templates

Campaign teams can now build a reusable library of plain-text and HTML email templates, organize them with tags and folders, preview them with real contact data, and use Genie to draft or revise template content.

Campaign steps can pull from selected templates, tagged template groups, or both, and GTM Engine chooses the best template for each contact before rendering the final personalized email.

2026-09-08

Plan, organize, and schedule Content Engine assets

Content Calendar now opens in a weekday-focused Week view with a scrollable time grid, hour labels, horizontal time lines, a current-time indicator, and 30-minute hover highlights that make scheduling targets clearer. It also includes optional Month Themes, Week Sub-themes, and Daily Subthemes with a single Ask Genie planning action, plus a compact filter menu for status and asset type. Calendar Genie can inspect calendar history, saved themes, objection gaps, competitor overlap, library assets, saved ideas, social assets, and Content Intelligence gaps to suggest a themed content mix, schedule items, and create drafts. The scheduling modal now lets teams choose existing content or pull from the saved idea library, converting ideas into Studio assets only when they are added to the calendar. Approved calendar items can be scheduled for LinkedIn or a connected Sanity CMS, with each destination tracked independently so failures can be retried without blocking other publishes.

Content Intelligence now adds first-class objection heatmaps with rising-objection, sentiment, deal-stage, and trend analytics, plus a clearer Content Idea Lab for intelligence-suggested ideas and saved content ideas for later execution. The Idea Lab now behaves like an idea roadmap: users can use the Saved content ideas Add idea modal to either manually add a rough idea or open Genie to talk through it, browse saved ideas through first-class folders, use an expanding search control, filter with compact multi-select dropdowns for tags, best-fit ICP, topic, and objection, filter by content type category, saved-by user, priority, and status, edit an idea's best-fit ICP/topic metadata, create ideas from selected analytics grid signals, add suggested ideas to saved content ideas, plan saved ideas onto the calendar, or send them to Studio with metadata and score context preserved. Genie can also set Saved content ideas folders and filters from chat. Suggested ideas now consider existing saved ideas and existing Content Library/Studio assets to avoid near-duplicates. Content Library and Studio surface related assets so teams can package blogs, social posts, enablement pieces, and other derivatives together, including creating related draft assets directly from a source asset and explicitly linking/unlinking package members. Content Library also has persistent nested folders, package filtering, clearer content-type filters, and first-class metadata editing for type, audience, allowed uses, visibility, status, and folder. Studio Genie is more asset-type aware, so social posts, FAQs, battlecards, legal docs, decks, one-pagers, whitepapers, and internal enablement do not default to blog-style output.

2026-09-03

Guide free users through Campaign Engine setup

The public signup page and free-plan onboarding now center on starting with Campaign Engine. Free-plan onboarding walks users through products and buyer definitions, propensity signals, account lists, contacts, domains and mailboxes, profile setup, and a first campaign. Each step shows the expected setup time, including the two-week mailbox warmup period required before cold outbound is ready.

Free-plan workspaces can also see the other GTM Engine product areas in navigation as locked engines with plain-language explanations and a Genie-assisted sales request path.

2026-08-29

Refresh CRM Assessments from the app

Admins and RevOps users can now start a HubSpot or Salesforce CRM Assessment run directly from the CRM Assessment page. GTM Engine queues the run in the background, keeps the latest completed assessment visible while the new one processes, and shows pending or failed run status on the page. Salesforce assessments now also use owner, event, opportunity contact role, pipeline, and configured closed-lost reason data where available.

Track direct-connected campaign replies

Direct connected mailbox campaign replies now appear in the unified Inbox as direct-connected campaign conversations, show which sender mailbox the reply came through, and count toward campaign reply analytics.

Campaign Overview also makes enrolled-contact review clearer with currently enrolled and completed filters, account names on contact rows, per-contact step timelines, and inline editing for future message content before it sends. Live Campaign builders can now save from any wizard step, with a warning to test and review content first when Build changes affect structure or prompts. For native sending campaigns, saved changes stay as drafts until you publish them live, so teams can test and repair content before changing what active sends use.

2026-08-28

Install GTM Engine in Slack

Admins on plans with integrations can now install the official GTM Engine Slack app from Settings → Integrations. Once connected, teammates can message the default Slack Genie from Slack while GTM Engine keeps responses scoped to their account and organization.

Slack workflow actions now use the official GTM Engine Slack app by default, and builders can select another configured Slack Agent bot when a workflow should post, create channels, invite users, or rename channels from a custom bot. GTM Engine shows scope guidance so teams know custom bots must have the Slack permissions required by each action.

2026-08-27

Queue CRM enrichment from one hygiene dashboard

RevOps teams now have a Batch Enrich page in CRM Hygiene for monitoring account and contact enrichment coverage, missing contact details, missing propensity scores, missing account plans, and records whose last research or enrichment is stale.

Each dashboard card can start the matching background enrichment batch, preview estimated credit cost, and track progress in the sidebar, making it easier to fill CRM gaps without building a workflow manually.

2026-08-26

Dictate Genie prompts with voice notes

Genie now supports short voice notes in the prompt composer. Record your thoughts, review the transcribed text, edit it if needed, and then send it to Genie as a normal prompt.

2026-08-20

Configure, analyze, and share CRM Assessments

CRM Assessment now lets teams choose the revenue field used for deal amounts, set the fiscal year start used for assessment period breakdowns, and share an expiring read-only external link to an assessment.

Deal analysis also includes pipeline-level counts and win rates, current fiscal year and quarter close-date views, and per-stage stale and stuck-in-stage percentages.

Run workflows from ordered CRM record changes

Record Updated triggers now process changes imported by CRM sync in the order they occurred. The first imported snapshot establishes a baseline, while later field changes can start workflows without duplicate events from the underlying sync write. Workflows can also start from Association Changed triggers when CRM contact, account, or opportunity relationships are created or removed.

2026-08-18

Customize teammate access with roles

Admins can now define custom team roles from granular access scopes and assign one or more roles to each teammate. Scope availability now follows the organization’s plan and enabled product SKUs, so default roles and custom role scopes stay aligned with the products an org has purchased. This makes it easier to separate sales, marketing, RevOps, Campaign Engine, organization admin, and billing responsibilities without giving every admin broad access by default.

2026-08-14

Review generated campaign emails before launch

GTM Sending campaigns now include a clearer Setup, Build, and Test flow. Builders can analyze and repair campaign instructions before testing, configure native sending windows, default direct connected mailbox campaigns to a safer 30-email daily limit, space out same-batch sends, and optionally generate per-contact drafts for approval before a contact starts receiving campaign emails.

Later email steps can also reply to the previous email thread instead of starting a new one. Reply steps lock the subject to Re: <previous subject> so follow-ups stay in the same conversation.

2026-08-12

Make CRM Assessment insights more precise

CRM Assessment now emphasizes exact denominators and richer visibility signals where assessment data supports them, including forecastability, open-opportunity activity rates, stage-history availability, strayed and orphaned records, closed-lost reason summaries, contact reachability quality, and custom-field fill/design-debt leaders.

2026-08-11

Connect and use LinkedIn through GTM Engine

Teams can now connect LinkedIn accounts through Settings → Profile and use those accounts as posting or outreach identities. Contact details and opportunity contact modals show whether the current user is connected with a contact on LinkedIn, whether a connection request is pending, offer a Connect action with an optional note when they are not connected, and clearly call out contacts that do not have a LinkedIn profile URL. Contact detail Actions can open email or LinkedIn message composers based on the contact's available channels, with LinkedIn prompting users to connect their profile first when needed. Opportunity contact cards also show a compact LinkedIn status icon. Content Studio can publish social posts directly to LinkedIn profiles or allowed company pages, with a final LinkedIn-style preview that shows post text, links, mentions, and canvas media before publishing, then links directly to the published post and stores that link as the asset canonical URL when LinkedIn returns a share URL. Live Campaign LinkedIn connection requests, DMs, and InMails now send from the LinkedIn profile owned by the same user as the selected mailbox for that contact, with a safe manual-task fallback for that mailbox owner when a contact URL or LinkedIn connection is missing.

LinkedIn message replies now appear in the unified Inbox with a LinkedIn badge, stop the active campaign sequence like email replies, and can be answered from the same LinkedIn chat thread. Genie can also draft LinkedIn messages to contacts or profile URLs, then open a reviewed composer so users send from their connected profile. Workflows include a LinkedIn action surface for sending connection requests, sending messages, or creating posts from connected LinkedIn identities. Connected profiles can be shared internally so teammates can post from approved identities without sharing LinkedIn credentials.

2026-08-05

Map buying committees with contact org charts

Account and opportunity pages now include a contact org chart for mapping stakeholder reporting lines and influence. Genie can build the chart from contact roles, reasoning, promoter scores, interest levels, and activity history, while reps can manually edit the structure and use opportunity views to toggle between deal contacts and the full account structure.

2026-08-04

Route Live Campaign enrollment by contact

Campaign enrollment can now route contacts across all live campaigns or a selected subset instead of forcing everyone into one campaign. Pick a fallback campaign, review the AI assignments first or enroll immediately, and GTM Engine uses campaign descriptions plus contact/account context to send each person to the best-fit sequence.

Workflows now use a generic Enroll in Campaign / Sequence task for new enrollment automation. It can target one native GTM Sending campaign or sequence-backed campaign, or route a contact across multiple selected campaigns with a fallback. Scheduled starts now use a date/time picker. Existing Instantly Sequence workflow tasks continue to run.

Scheduled Campaign broadcasts now also use an explicit date-and-time picker when scheduling a future send.

2026-08-03

Focus the Home Day Planner on real next actions

The Home Day Planner now waits for the real Genie-generated plan instead of showing a backup draft while streaming. Its must-do list is prioritized by the actions that matter most today, hides completed or dismissed work from the active view, and explains why each item should be handled now.

Focus Path to Close on the next best actions

Path to Close now shows one prioritized list of the most important actions to close the deal, with completed work hidden from the active view. Each item explains why it matters and gives Genie one contextual action, such as creating a task, drafting an email, finding contacts, or researching the next step.

2026-08-02

Search all reusable assets from one library

Content Library now indexes uploaded source assets, reusable media, Content Studio-created content, generated deal outputs, and templates through one asset library. Assets track whether they are internal-only, customer-facing, public, embeddable, attachable, or useful as Genie context, so agents can search for the right item without accidentally using internal enablement material in external content.

The Content Library also has its own Genie for asset Q&A, purpose-aware semantic search, article media lookup, folder-filtered library views, and personalized deck generation from eligible PPTX or PDF templates. Teams can upload source files and media through a branded Cloudinary upload flow, click into assets to review and edit metadata, tags, allowed uses, files, and supported inline previews, organize assets into nested folders, and use per-asset actions to tag, move, delete, or customize collateral. The same folder-aware Asset Library picker opens from Content Studio, email composition, and inbox replies so teams can find the right approved asset without leaving the work they are doing. Files uploaded from an account or opportunity stay scoped to that record's files tab instead of appearing in the shared library inventory, and account file tabs also surface related files from associated opportunities with links back to the source opportunity. The older sales-asset tools remain available for compatibility while new workflows use the unified library.

2026-08-01

Enable Outlook sending only when needed

Microsoft 365 users can now opt in to Outlook email sending separately from email and calendar sync. This lets teams keep existing read-only Outlook connections while granting Mail.Send only for users who need Genie or Direct connected mailbox sending.

2026-07-28

Generate and store reusable sales and media assets

Teams can upload standard collateral and reusable media such as pitch decks, ROI decks, case studies, whitepapers, one-pagers, PDFs, documents, images, and videos into the Content Library by selecting a file. GTM Engine classifies and summarizes each upload, suggests descriptions, tags, and metadata, and keeps assets organized by type and file format. Users can review and edit the generated metadata afterward.

Genie agents can search those assets, fetch full metadata and safe media URLs for Content Studio articles, personalize PowerPoint deck templates or fill structured PDF templates with account, deal, and contact context, and attach generated outputs back to the related opportunity. Opportunity pages can also store deal-specific uploaded files with uploader and date metadata.

2026-07-23

New users start with transcript processing off

Newly added users now start with AI transcript processing off unless an admin enables it when creating or editing the user. Existing user settings are unchanged.

GTM Engine Call Recorder auto-recording is still opt-in per user. Transcript processing controls AI processing for calls and transcripts; it does not automatically send the built-in recorder bot to anyone's meetings.

2026-07-22

Choose how Live Campaign emails are written

Live Campaign email steps now support Full AI, Plain Text, and HTML modes. Plain Text sends true text-only email for simple 1:1-style notes, while HTML supports designed, Liquid-personalized messages and Full AI can generate richer email-safe HTML when the campaign brief calls for it.

Genie can now help navigate that authoring flow too: it can switch between Setup and Build & test, select the sequence step to edit, choose sending mailboxes, adjust per-step wait timing, move between Configure and Test, and change an email step's mode before drafting or refining content.

2026-07-15

Classify campaign replies automatically

GTM Sending replies in the unified Inbox now show whether each reply is Positive, Negative, or Out of office, with a short explanation. Positive and negative replies still stop the campaign sequence so reps can follow up manually.

Out-of-office replies are handled differently: GTM Engine keeps the contact in the campaign and resumes the remaining sequence after the return date found in the email, or one week later if no date is included.

Understand and manage sending capacity

Generate Pipeline → Sending now charts cold-outbound capacity from fully warmed live outbound mailboxes against the past 14 days of actual sends and the next 7 days of scheduled sends, with separate total and safe-capacity lines that step up as warming mailboxes become available so queue risk is easier to spot. Mailboxes now default to 30 emails/day, and the page documents the 30/day/mailbox and 3 live mailboxes/domain guidance.

Warmup is now stricter: warming mailboxes are a hard waiting period for real campaign sends. Domains can also be tagged as outbound or marketing and moved between Live, Warming pool, and Deactivated states so teams can keep reserve sending capacity ready without putting it into live rotation.

Schedule mailbox health checks

Generate Pipeline → Sending now supports organization-wide weekly health checks for active GTM Sending mailboxes. Admins and RevOps users can turn the checks on once, keep the latest last-checked time visible on each mailbox, and optionally auto-disable active mailboxes whose completed health score falls below 50.

2026-07-14

Pick cleaner sending domains

Generate Pipeline → Sending now suggests five distinctive, business-like sending domains at a time, checks each one for availability before showing its price, automatically replaces unavailable names, and lets you dismiss or generate more options. Suggestions avoid disposable-looking try-, get-, mail-style patterns, and overly obvious brand+generic names that are usually already taken.

Warm outbound mailboxes directly

Generate Pipeline → Sending now treats warmup as a mailbox-first action for cold outbound. You can warm an individual mailbox, start warmup while creating one or bulk-adding mailboxes, or use Bulk Warm Mailboxes to start all eligible mailboxes across selected domains. Mailboxes that are already warming or warmed are skipped automatically.

Domain warmup remains available as a separate marketing-domain flow for newsletters, release notes, and other broadcast-style sends. GTM Engine now explains the distinction and requires acknowledgement before starting either domain warmup or mailbox warmup.

Fine-tune when the call recorder bot joins

Admin and RevOps teams can now control when the GTM Engine recording bot joins each meeting with a slider ranging from 10 minutes before to 10 minutes after the scheduled start (defaulting to right at the start time), alongside the existing bot name and image controls on the Integrations page. Only one bot joins per meeting even when several attendees have recording enabled, and rescheduled meetings keep their bot pointed at the right time.

2026-07-13

See whether warmed mailboxes are reaching the inbox

Admin and RevOps teams can now run inbox-placement checks from Generate Pipeline → Sending for a mailbox, selected domains, or the full sending pool. Live progress, exact inbox percentage, placement details, SPF/DKIM/DMARC authentication, and clear Excellent-to-Poor guidance make it easier to decide whether a mailbox is ready to send.

Domain health uses the lowest current mailbox result instead of implying a separate domain score. Stale, not-checked, and failed states stay visible, and failed checks can be retried.

Keep obsolete CRM pipelines out of your working views

Admin and RevOps teams can now hide individual HubSpot or Salesforce pipelines from Close Pipeline → Sales Process. Hidden pipelines no longer appear in Forecast, Pipeline, Grow customer summaries, forecast history, or pipeline selectors, while remaining available in Sales Process if they need to be reviewed or restored.

Pipeline visibility only changes what GTM Engine shows. CRM sync continues, existing opportunity history is preserved, and at least one pipeline must remain visible.

2026-07-12

Make forecast categories match your sales process

Admins on plans with field configuration can now choose whether GTM Engine forecasting follows the forecast categories maintained in HubSpot or Salesforce, or derives confidence from opportunity stages. Map each CRM value or stage to Commit, Upside, Stretch, Pipeline, or Omitted, and mark values as Not used when they should stay out of forecasting.

The organization-wide setup applies across every pipeline in both Sales Forecast and Renewal Forecast, keeping totals, filters, opportunity tables, and forecast history aligned with the way your team actually forecasts.

2026-07-11

Keep GTM Engine data clean without an external CRM

Paid teams can now use Record Cleanup, Activity Hygiene, and Rules without connecting HubSpot or Salesforce. Admin and RevOps users can manage cleanup and record-creation rules, while Members can resolve activity associations.

When no external CRM is connected, changes stay in GTM Engine. CRM Assessment continues to require CRM-backed data.

2026-07-10

Team Performance: focus on your active team, filter by team, and replay the last 12 weeks

Team Performance (Close Pipeline → Team Performance) now opens on your active users only, so managers see the current team by default; flip the Active only toggle off to include people of every status. Managers and executives narrow the view with a single searchable team & people filter: one popover shows your whole team hierarchy (nested subteams included) with the path to each team, so you can pick a team, jump straight to an individual, or reset to All teams in one click. The same filter is used across Forecast, Pipeline, and Team Performance.

The Sales Performance Matrix can now group reps into teams. Use the Group by control to view one bubble per top-level team — each combining every member, including those in nested subteams — then step down through subteams to individual reps. Team bubbles show a team icon and member count; click one to see the team's combined stats and drill into that team. Quota attainment is measured against quota elapsed to date, with quarter targets prorated inside the current quarter; pipeline coverage is recomputed from combined open pipeline and annual quota. When a team is already selected, the grouping is relative to that team, and only the reps currently loaded (respecting the Active only toggle) are rolled up.

Open an individual and you can now replay their last 12 weeks: press play to watch quota attainment, pipeline health, pipeline coverage, and their matrix position move week by week, or use the scrubber to jump to any week. A fading path traces every weekly matrix position from the oldest snapshot to today. Historical weeks are measured against the rep's current quota, and opportunities that were permanently deleted aren't part of the reconstruction.

Pipeline coverage across this page and the Home widget is a single, consistent measure — unweighted open pipeline as a percentage of annual quota — and the Pipeline Overview labels now stay readable on any screen size.

2026-07-09

Use the revenue field your business forecasts on

Admin and RevOps teams can now choose separate Opportunity revenue fields for new-business and renewal forecasts in Close Pipeline → Sales Process, including custom fields that store numeric values as text. Forecast totals, quota calculations, filters, and historical movement views use the selected field while retaining Amount as a safe fallback.

Teams can also replace the Amount card on Opportunity details with the configured revenue field, so metrics such as ARR remain visible and editable in the context where sellers work.

2026-07-04

Custom webhook triggers

You can now start workflows from events that happen outside GTM Engine. Create a webhook trigger to get a unique inbound endpoint that external systems POST JSON to — form submissions, sign-ups, product events, and more. Review recent deliveries right on the trigger.

Every endpoint requires a secret: select a specific shared webhook key you create once on the API Keys page and reuse across many triggers (perfect when one marketing site fires lots of different events), or give a trigger its own unique secret. A shared-mode trigger accepts only its selected key, not every webhook key in the organization. Either way the key/secret is sent in the X-Webhook-Secret header. Unique secrets are shown once at creation and stored only as a hash — rotate to generate a new one if you lose it.

Delivered payloads are flattened into fields you can map straight into workflow inputs (for example payload.user.email), and a one-click "Map entire body" option hands the whole JSON body to your workflow.

2026-06-24

2026-07-07

Schedule, manage, and enroll into campaigns from anywhere

Scheduling a contact for a future campaign start is now a first-class, manageable thing. When you enroll with a future start date (e.g. "connect with me in September"), the enrollment is saved right away and shows up in a new Scheduled section on the campaign's roster — with the contact, the start time, and a Cancel button to call it off before it begins. Genie can now schedule the same future Live Campaign enrollment when you ask it to enroll a contact later. You can also Enroll in Campaign directly from the Accounts and Contacts record pages: from the list pages via the Actions menu (your selection or all records) and from each record's detail page (its overflow menu is now labeled Actions). Accounts open the bulk-enrollment planner; contacts open a campaign picker where you choose a campaign and enroll now or on a scheduled date.

2026-07-01

Campaign replies, in one Inbox

Replies to your GTM Sending campaigns now land in a unified Inbox (under Generate Pipeline → Campaigns). See every reply with the contact who sent it, the campaign it came from, and the mailbox it arrived in; read the full thread; and reply straight from the original mailbox — no jumping between accounts. Filter the Inbox by mailbox, sending domain, owner, campaign, status, or unread to focus on what needs a response. (A reply still automatically stops that contact's sequence, as before.)

Tasks: a personal to-do list, with tasks from campaign steps

GTM Engine now has a dedicated Tasks page (in the top nav and profile menu) where you can view, create, complete, and dismiss your to-dos, and a Tasks card on your Home Day Planner shows what's active today. On opportunity details, open the right-side deal activity drawer to view tasks alongside Comments and Notes, create a task linked to the deal, or open an existing task's read-only details and email draft. Live Campaign manual steps can also create tasks for you automatically: the Connect on LinkedIn and Interact with posts steps (on by default) and any Send message step you flag for manual send will, at the step's scheduled time, drop a task into the assigned rep's list linking the contact's LinkedIn — and, for message steps, the exact message to send.

Auto-enroll contacts into Live Campaigns on CRM triggers

Live campaigns can now enroll contacts automatically when a CRM event fires — no more manual or workflow-only enrollment. Add enrollment triggers in the Live Campaign builder (GTM Sending) or campaign settings: choose a plain-language event ("When an opportunity is updated"), add optional point-and-click record conditions (e.g. Stage is Closed Lost for a closed-lost re-engagement play), and set a cooldown. For opportunity and account triggers, the contacts associated with that record are enrolled — not the opportunity/account itself — and you can narrow that to only contacts with recent activity (with an optional day window). See Auto-enroll contacts into a Live Campaign.

2026-06-29

Live campaign content modes & deliverability-aware tracking

Each step in a live campaign is now explicitly Templated or AI-Generated — pick the mode per step instead of mixing inline AI markers. Templated steps are a static email or message you write once (with Genie's help) using {{ contact.* }}/{{ account.* }} variables, sent verbatim per recipient; AI-Generated steps write fresh, unique copy for every contact at send time from their account/contact research (great for cold outreach), validated with the test preview. Both Genie and the AI generator are now deliverability-aware by campaign type: cold-outbound emails are kept plain and text-style (no images or links) to protect deliverability, while warmer streams — like a Consideration stream for open opportunities or a Lifecycle stream for customers — get richer, on-brand HTML design with images and CTAs. Open tracking is also deliverability-aware: it defaults off for cold-outbound campaigns (open pixels can hurt cold-email deliverability) with a warning if you turn it on, while link-click tracking stays on by default. Scheduled broadcasts and their defaults are unchanged.

Email open & link-click tracking

Campaigns can now measure engagement. Flip on Track opens to embed an invisible pixel that records when each email is opened, and Track link clicks to route links through a redirect that records the click before sending the recipient to the original page. Both work on live and scheduled campaigns and are applied automatically at send time (you don't touch the HTML). Every open and click is logged on the contact's timeline — so you can see exactly who engaged — click tracking records which link was clicked, and each campaign's analytics show unique and total opens/clicks plus your top-clicked links.

2026-06-27

One unified email builder for every campaign

Authoring campaign emails is now a single experience. Whether you're writing a step in a live campaign or designing a scheduled broadcast, you use the same rich builder: type plain text or full HTML, click Insert variable to personalize with {{ contact.* }}/{{ account.* }}/{{ user.* }}, and click Insert AI section to let AI write part — or all — of the email. Drop a single AI section to have AI write the whole subject and body, or mix AI sections into your own copy to template the rest. One short instruction guides every AI section, and the builder figures out the right send behavior automatically.

Scheduled campaigns: newsletters, announcements, and release notes

Campaigns now come in two flavors. Live campaigns are the per-contact sequences you already know — each contact runs the steps on their own timeline. Scheduled campaigns are one-time broadcasts: define an audience, design a single email, and pick a time, then GTM Engine queues one send per recipient and spaces delivery about 1–2 seconds apart — perfect for newsletters, product announcements, and release notes. Build audiences with the same contacts query builder (re-resolved at send time so late additions are included) or pick contacts by hand, design the email with the rich HTML builder and Genie, and either send now or schedule for later. Broadcasts use the same native sending, tracking, and unsubscribe handling as live campaigns. Switch between Live and Scheduled views right from the Campaigns list.

2026-06-26

Hybrid email content, an HTML email builder, and enroll-in-campaign workflows

Three improvements make GTM Sending campaigns far more flexible:

• Inline hybrid content. Write a campaign message that mixes hard-coded copy, {{contact.*}}/{{account.*}} personalization, and inline AI-generated portions. Drop a {{ai_generate}} marker wherever you want AI to take over and give one short instruction for the step — the rest stays exactly as you wrote it.
• Rich-text HTML email builder. A new builder lets you design full marketing emails with a live preview and a raw-HTML view, and a dedicated Genie that edits the email from your feedback until it's right.
• Enroll in Campaign workflow task. Workflows can now enroll a contact into a native GTM Sending campaign as a step — so you can score, wait, branch, and then drip qualified contacts into the right campaign automatically.

Native campaign sending, end to end

GTM Sending campaigns now actually send. Choosing GTM Sending as a campaign's delivery method sends each step natively from your own warmed inboxes — replies, bounces, and unsubscribes automatically remove a contact from the sequence. You can set per-step timing (wait minutes, hours, or days after the previous step) and add an Enroll in another campaign step that hands a contact off to a different campaign after a delay, so you can chain outreach into nurture without manual re-enrollment.

2026-06-23

Native sending domains and mailbox warming

You can now send cold outbound natively from GTM Engine on dedicated sending domains. Buy a fresh domain (paid with credits, at cost) or connect one you already own via DNS, then provision mailboxes that automatically warm up to protect your sending reputation. Campaigns sent this way detect replies and bounces — automatically pausing those contacts — and report delivery, open, click, reply, and bounce rates. You can do all of it from a campaign's Domains tab or just ask Genie to suggest, buy, connect, and warm domains for you.

2026-06-19

Shareable call recordings with a speaker timeline

Recorded call pages now lead with the video and a Gong-style speaker timeline that shows who spoke when, each participant's share of speaking time, and whether they're internal or external. You can generate a public share link so people without a GTM Engine account can watch the call — share the full recording or trim it to a specific clip, and choose whether to include the transcript and a download. Share links use an unguessable URL and can be revoked at any time.

2026-06-16

Campaign-aware reporting

Genie report building can now filter accounts and contacts by outreach campaign enrollment and enrollment date. Teams can ask questions like "show contacts enrolled in campaign X before July 17, 2025" and get a reusable report without manually joining campaign roster data.

2026-06-08

Public documentation and automation guides

GTM Engine now has a dedicated public documentation site covering platform concepts, setup guides, automation tasks, API reference docs, and release notes. The docs are designed to help revenue teams understand what the platform can do, and to help technical teams build against the API without reverse-engineering product behavior from screenshots or internal support threads.

The automation guide also explains how workflows use triggers, inputs, outputs, steps, parallel tasks, Liquid variables, structured CRM writes, and user-facing messages. This makes the automation model easier to reason about before teams build real processes on top of it, reducing trial-and-error when moving from a simple workflow to a full CRM data automation system.

2026-06-03

Smoother workflow authoring

Workflow authors now get a more stable canvas, a clearer Add Task picker, better array variable guidance, source-record writeback controls, and easier workflow deletion from the editor. The goal is to make building and maintaining workflows feel less like configuring a hidden backend process and more like working in a reliable visual editor.

This release solves several common authoring pains: losing context on a crowded canvas, choosing the wrong task from a long list, being unsure which variables represent arrays, and needing extra navigation for routine workflow maintenance. Teams can now move faster while still understanding exactly what each workflow is going to change.

2026-05-29

Scalable workflow operations

Bulk workflow runs now have stronger progress tracking, batch history, cancellation controls, queue visibility, and clearer handling for large record selections. Teams can run automation across real pipeline segments without wondering whether work is still running, stuck, complete, or safe to retry.

This is especially valuable for data cleanup, enrichment, backfill, and scoring jobs that touch hundreds or thousands of records. Instead of treating large automation runs as a black box, operators get visibility and controls that make high-volume GTM operations manageable.

2026-05-22

Unified Automation Library

Workflows, triggers, agents, folders, comments, version history, diagnostics, and runs now live together in an IDE-style Automation workspace. Automation assets are easier to find, organize, inspect, and edit because the related pieces of a process are no longer scattered across separate surfaces.

The pain this solves is coordination. Revenue operations teams often need to understand which trigger starts a workflow, which agent can call it, what changed in the latest draft, and why a past run behaved a certain way. Bringing these pieces together makes automation easier to govern as the library grows.

2026-05-15

Self-serve signup and billing

New teams can sign up, start on a free plan, manage seats, buy credits, and track billing usage through the product without waiting on manual setup. Onboarding now discloses that historical CRM record processing after transcript import costs 10 credits per opportunity, contact, or account record enqueued, while transcript import and system-default field tasks remain included. Billing Usage Detail separates that Historical record backfill charge from targeted Custom field backfill processing and any AI Prompt or Research usage produced by selected custom field tasks.

This reduces dependency on manual provisioning and support handoffs. Admins can understand what their workspace includes, what usage has been consumed, and what steps remain before the team is fully configured.

2026-05-08

Generate pipeline and outreach content

GTM Engine added target-account generation, propensity-guided account actions, and an outreach content builder that creates structured drafts from CRM context. Teams can move from "which accounts should we work?" to "what should we say?" without exporting records into disconnected spreadsheets or prompt documents.

The release solves the gap between data and action. Account signals, CRM fields, ICP context, and prior activity can now feed directly into prospecting workflows and outbound draft generation, so reps and operators spend less time stitching context together manually.

2026-05-01

Generate, Close, and Grow navigation

The app navigation was reorganized around pipeline generation, deal execution, and customer growth so teams can find core workflows more quickly. Instead of navigating by internal product modules, users can now orient around the GTM motion they are trying to improve.

This makes the platform easier for mixed teams to adopt. Sales leaders, RevOps, account executives, and customer-facing teams can get to the right surface without already knowing where a feature lives under the hood.

2026-04-24

Genie across the workspace

Genie gained broader page context, product help, dashboard and report assistance, workflow-building support, and a public product assistant for demo and setup questions. The assistant can now help across more of the workspace instead of being limited to isolated chat answers.

This solves the "what can I do here?" problem that appears in flexible systems. Users can ask questions in context, get help configuring GTM Engine, and move from an idea to a concrete report, dashboard, workflow, or next step faster.

2026-04-17

Workflow versioning and reusable triggers

Workflows now support publish and draft states, version history, rollback, active/inactive controls, reusable triggers, and recommended automation templates. Teams can make changes to important automations with more confidence because drafts and live behavior are separated.

This release addresses the risk of editing production automation directly. Operators can test changes, compare versions, pause automation when needed, and use recommended starting points rather than rebuilding common processes from scratch.

2026-04-10

CRM hygiene and cleanup

GTM Engine added guided cleanup for duplicate, stale, empty, orphaned, and stray records, with previews, dismissals, merge flows, and CRM-safe preservation of unmapped fields. CRM hygiene is now an active workflow rather than a quarterly spreadsheet project.

This helps teams fix the data quality problems that block forecasting, routing, reporting, and automation. Instead of guessing which records are safe to merge or ignore, operators get focused cleanup queues with enough context to act safely.

2026-04-03

Reporting and dashboards

Reports and dashboards gained folders, tags, visualizations, date grouping, cross-entity filters, saved views, and Genie-powered report creation from natural language. Teams can build more useful views of pipeline, activity, account, and contact data without waiting for custom BI work.

This solves the friction between questions and answers. Users can ask for the view they need, refine it with filters and visualizations, and save it as a reusable operating dashboard.

2026-03-26

Forecast history and sales process intelligence

Forecasting now shows how pipeline and risk changed over time, with movement details, risk flows, methodology scoring, and richer Path to Close context. Sales teams can understand not just where the forecast stands, but why it moved.

This release targets the recurring forecast review pain of arguing over stale snapshots and anecdotal deal updates. GTM Engine connects deal movement, activity evidence, qualification progress, and next-step gaps so managers can coach from actual signals.

2026-03-12

AI auto-fill fields

Admins can create and configure AI-filled fields, map CRM fields, test prompts against real records, provide feedback, and use typed outputs such as picklists, dates, numbers, booleans, and users. AI outputs can become durable CRM fields rather than one-off notes.

This solves one of the biggest gaps in AI-for-sales workflows: useful context gets generated, but it does not become structured data that reports, filters, agents, and other workflows can reuse. AI auto-fill turns unstructured activity into fields the organization can trust and query.

2026-02-26

Built-in call recording and activity intelligence

GTM Engine added built-in meeting recording, transcript ingestion, activity matching, recording playback, meeting prep, and user-level recording preferences. Meetings can now become structured GTM context without relying on reps to manually summarize every call.

This helps teams capture the evidence behind deal health, next steps, objections, competitors, and buying process signals. Calls and meetings become part of the CRM data layer, not just files that someone might search later.

2026-02-12

Account and contact discovery

Teams can find accounts and contacts from criteria, similarity, ICP presets, company context, and existing records, with enrichment, credit tracking, and batch progress. Prospect discovery is connected to the same CRM and ICP model the rest of the platform uses.

This reduces the manual work of building target lists, checking whether records already exist, enriching missing details, and deciding what to run next. Teams can move from market definition to usable records faster and with clearer usage visibility.

2026-01-29

Records workspace and bulk actions

Accounts, contacts, opportunities, and activities gained richer record pages, inline editing, CSV import and export, saved views, bulk updates, and workflow runs from selected records. The records workspace became a place to operate on GTM data, not just inspect it.

This solves day-to-day RevOps friction: cleaning fields one-by-one, exporting lists for basic edits, rebuilding views repeatedly, or jumping elsewhere to trigger automation. Users can now find a cohort, edit it, export it, or run a workflow from the same context.

2026-01-15

Team setup and onboarding

GTM Engine added guided onboarding, team hierarchy management, role-aware access, user invitations, quotas, and view-as controls for managers and executives. The platform now better reflects how revenue organizations are actually structured.

This helps managers and operators see the right data for the right people. Teams can set up hierarchy, access, and targets in a way that supports forecasting, coaching, and day-to-day pipeline review.

2025-12-18

Agents and Genie foundations

GTM Engine introduced configurable agents, workflow tools for agents, prompt libraries, suggested prompts, and page-aware Genie assistance across core workspaces. AI assistance became configurable and connected to real GTM tools instead of being limited to generic chat.

This release laid the foundation for agentic work in GTM Engine. Teams could start turning repeatable expertise into assistants that understand context, use tools, and help users complete tasks inside the product.

2025-11-20

Workflow automation foundation

The workflow builder gained triggers, nested workflows, API execution, reusable system workflows, variables, drafts, task testing, and structured task outputs. This made GTM Engine capable of supporting repeatable automation rather than isolated point actions.

The pain it solves is operational drift. When GTM processes live in ad hoc scripts, manual checklists, and one-off automations, they are hard to inspect or improve. Workflows gave teams a shared model for defining, testing, and reusing process logic.

2025-10-16

CRM sync and pipeline foundation

GTM Engine added CRM sync, field mapping, pipeline and stage configuration, forecast category mapping, user sync, and initial onboarding for connected workspaces. The platform could now sit on top of a team's CRM data while preserving the structure needed for forecasting and automation.

This solved the first integration hurdle: GTM data is only useful if accounts, contacts, opportunities, users, stages, and fields are mapped correctly. With this foundation, GTM Engine could become a reliable operating layer rather than a disconnected sidecar.

2025-09-10

Records and CRM hygiene foundation

The first records and hygiene experiences shipped with accounts, contacts, custom views, filtering, pagination, custom fields, orphaned-record cleanup, and ownership repair. Teams got the early tools needed to inspect and improve their CRM data quality.

This addressed the messy reality most revenue teams inherit: duplicate records, missing owners, incomplete fields, and hard-to-filter lists. GTM Engine began turning the CRM from a passive database into something teams could actively maintain.

2025-08-06

Forecasting and opportunity workspace

Pipeline and forecast views gained opportunity tables, forecast maps, owner filters, quota progress, opportunity notes, activity timelines, and history charts. Sales teams could start reviewing pipeline and forecast health in one place.

This release focused on replacing scattered deal inspection with a shared operating surface. Managers and reps gained more visibility into ownership, timing, stage movement, activity, and quota progress.

2025-07-21

Initial GTM Engine foundation

The first GTM Engine foundation shipped for CRM-connected records, opportunity workflows, team dashboards, activity processing, and early automation primitives. It established the core data model and product direction for a first-class GTM automation platform.

This solved the starting problem: before teams can automate revenue work, the system needs a reliable model for people, companies, opportunities, activities, ownership, and process. The initial release created that base so later CRM sync, workflows, agents, and forecasting features could build on the same foundation.