Onboarding, account matching, and delivery context
Resume onboarding for the product you selected, review its capability map, and keep customer evidence beside delivery progress.
What changed
- Resume saved onboarding analysis for the selected product
- Review a product capability map and edit product context in Overview
- See Huddle learning alongside Jira sprint and initiative progress
- Match customer accounts consistently across search and imports
Start with the right product context
Onboarding stays with the product you selected, resumes saved analysis, and guides the next step. Product Overview brings its capability map and progress totals into view, with inline editing for product context.
Review learning alongside delivery
Huddle shows cumulative learning, sentiment, and direction alongside Jira sprint and initiative progress. Teams can turn ideas into delivery tasks and read study answers as tallies.
Match accounts across sources
Known company domains match consistently across search, account merges, imports, and the API. CRM imports can cover the full workspace.
Receive new Fathom meetings automatically
Fathom meeting imports can receive new meetings automatically. Import receipts show provider usage and rate-limit impact to help teams understand each run.
More in this release
Research and evidence
- Changing a signal type reprocesses its evidence and removes stale machine-created links.