Sales Engagement
Search Experience Enhancements
Deliver faster, more relevant results when searching your account list.
Summary
We've refined the search experience to make it easier to find the accounts you need. Searches now prioritize account names by default, reducing irrelevant results from other indexed fields.
Release Date
December 16, 2025
Updates
- When you enter a term in the account search bar, the system now searches account names by default for a cleaner, more accurate result set.
- If you need to look beyond account names, you can choose to search across all account fields - including custom fields - using the new toggle option.
- Available for customers with the Amplify SKU
Deal Management and Forecasting
Smart Deal Assist Enhancements
Identify deal risks, opportunities, next steps, and insights by asking AI.
Summary
Smart Deal Assist now includes timeframe filters, expands analysis to 80 Kaia calls/meetings and 500 emails, and cleanly separates buyer vs. seller speech.
Release Date
December 16, 2025
Updates
- Specify the desired timeframe of engagement (e.g. last 90 days) for relevant answers.
- Get insights across wider context (80 Kaia calls/meetings & 500 emails) and see timestamps for email citations.
- Focus answers on buyer communications by excluding seller-side inputs.
To learn more, view the support article.
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