โ† Release notes
Sep 3, 2025 Feature

Custom Insights just got a huge upgrade!!!

Weโ€™ve packed this update with powerful new capabilities. Watch this short video for the full breakdown, or read the highlights below: ๐Ÿ› ๏ธ More Control Over CRM Updates Decide how data is pushed to CRM fields that...

Custom Insights just got a huge upgrade!!!

Weโ€™ve packed this update with powerful new capabilities.
Watch this short video for the full breakdown, or read the highlights below:

  1. ๐Ÿ› ๏ธ More Control Over CRM Updates

    Decide how data is pushed to CRM fields that already contain information, choose to append, combine, or overwrite existing data.

  2. ๐Ÿ’ฌ Slack Integration

    Link an insight to a Slack channel so that when itโ€™s triggered, the response is automatically posted to that channel.

  3. ๐ŸŽฏ Target Insights to Specific Calls

    Run insights only on the calls that matter. Filter by call type and/or specific users. The insight will trigger only if the call meets your criteria.

  4. ๐Ÿ”„ Auto-Sync Selected Insights

    Choose at a insight level which to automatically sync to your CRM for a seamless workflow.

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