Account types, Study responses, and incremental sync
Classify accounts, export Study responses, and sync changed records through the API, with clearer question assignments, Discovery loading, and assistant progress.
What changed
- Classify accounts as External, Internal, or Test and filter the account list without changing revenue totals
- Export saved Study answers, participant details, notes, and click responses through the API
- Sync changed accounts, signals, and Studies incrementally, then filter signals by linked work or source type
- Review Discovery records, question assignments, and Initiative assistant progress with clearer feedback
Add account context without changing the numbers
Label accounts as External, Internal, or Test in account settings, the API, and MCP. Filter the account list by type while revenue totals and decision scores continue to include every account.
Carry Study responses into your tools
Export saved answers, participant details, notes, and click responses through the API. Submissions without a rating are included, so downstream review can use the full response set.
Sync only the records that changed
Use updatedSince to read changed accounts, signals, and Studies. Follow a signal's linked Initiatives and Studies, or filter signals by those links and by source type.
See the next step in Discovery work
Idea and Insight records open independently of duplicate checks, with failed checks explained when they need attention. Question assignments show who will be notified, and the Initiative assistant reports progress from completed work with clearer recovery controls.
More in this release
Connected work
- Give long transcript extraction more room and make connected-import recovery clearer
- Keep linked records and source context available through API and MCP reads
Collaboration
- Show who will receive a question assignment before it is saved, including when nobody will be notified
- Confirm new workspace access before adding an existing Zentrik user
Reading and review
- Use consistent reading typography, distinguish Evidence and Study colors, and show full record descriptions
- Keep account ARR and suggestions stable as records merge
Docs and setup
- Clarify public navigation, AI client setup, docs search, and Huddle transcript sources