Account context and opportunity evidence are easier to trust.
This release gives teams stronger account-product context, more useful ticket imports, and clearer opportunity evidence suggestions. Discovery analysis can now use product-scoped account revenue, support-ticket spreadsheets preserve more of the source context, and opportunity Smart Suggestions explain which evidence is already covered before suggesting the next ideas to consider.
What changed
- Accounts can now be linked to specific products with product-level revenue context
- Support-ticket spreadsheets can be imported with ticket identity, status, priority, dates, products, and account links
- Opportunity Smart Suggestions now show evidence coverage before proposing new or existing ideas
- Discovery coverage views include a map-style lens for momentum and account impact
- Turn-into drafts are more faithful to the evidence already attached to an insight
- Taxonomy management is easier to support through authenticated API workflows
Account and product context stays together
Workspaces can now distinguish which accounts belong to which products without duplicating the account. Product links can carry lifecycle and revenue context, imports can assign products as account data comes in, and Discovery ARR rollups can use product-scoped account revenue when evidence is tied to a product.
- Review account demand by product with fewer manual workarounds
- Keep account-level revenue as a fallback when product-level ARR is not available yet
- Use product-scoped account impact in Discovery analysis without over-allocating shared accounts
Ticket imports preserve more useful evidence
File imports now handle Service Desk-style ticket exports more directly. Ticket keys, dates, status, priority, reporter context, products, accounts, and additional mapped fields are kept together so imported support evidence is easier to review and safer to re-import.
- Bring support-ticket spreadsheets into Discovery with stable ticket identity
- Preview product and account mapping before committing rows
- Keep custom ticket context available for downstream insight generation
Opportunity suggestions show the next useful action
Opportunity Smart Suggestions now start from linked insight coverage, then separate evidence gaps that merit a new idea from places where an existing idea is the better destination. Dense opportunities are clearer too: capped previews no longer make current evidence look stale while teams are reviewing what to create or attach.
- See uncovered evidence before adding more ideas
- Create a new idea from a draft only when the evidence supports a distinct suggestion
- Attach relevant existing ideas instead of creating duplicates
More in this release
Account, import, and opportunity workflow
Account context, imported evidence, and opportunity suggestions carry more source detail.
- Accounts can be linked to products and filtered or reviewed with linked-product context
- Discovery ARR rollups can use product-scoped account revenue when product links are available
- Support-ticket file imports preserve ticket metadata, reporter context, products, accounts, and extra mapped fields
- Opportunity Smart Suggestions now show evidence coverage, uncovered clusters, and attach-over-create suggestions
Discovery, API, and polish
Analysis, taxonomy management, and drafting behavior are steadier.
- Discovery coverage gained a map-style lens for momentum and account impact
- Trends and opportunity search behave more predictably when taxonomy metadata is sparse
- Turn-into drafts are more faithful to source evidence and nearby existing records
- Taxonomy management can be inspected, drafted, validated, and applied through authenticated API workflows
- Frontend dependencies were refreshed with focused validation and audit coverage