Prepare the workspace for a team
Carry prepared product and record context into clear team setup steps. Plan eligible research, keep Insights focused and recover document drafts safely.
What changed
- Prepared workspaces show product and record context with source credit, then return new members to Home.
- Use the Home checklist to guide team setup, connected sources, quarterly focus and a Study chosen in the opening.
- Schedule weekly research for eligible products, while keeping competitor reviews separate.
Bring prepared context to Home
Prepared workspaces show product and record context with source credit, then bring new members back to Home with clear setup steps. The Home checklist can guide an invite, connected sources, quarterly focus, and a Study chosen in the opening. The checklist gives a next step; it does not send invitations or customer messages on its own.
Plan research around customer points
Owners and admins can save selected customer points as Insights and schedule eligible product research weekly. Competitor reviews stay separate. Insight review keeps one saved narrative, focused evidence, and direct actions to draft work; saved changes link to the resulting records by name.
More in this release
Account drawers support grooming, and newer Value answers survive older estimates. Knowledge capture uses one review flow; suggestions wait for review and manual writing or library imports remain owner or admin actions. Research briefs restore supporting activity charts when there is enough data. Failed document edits can recover in the current browser tab; a saved state still needs fresh server confirmation.
More in this release
Team setup
- Prepared workspaces carry product and record context with source credit into clear Home setup steps.
- The checklist can guide an invite, connected sources, quarterly focus and a Study chosen in the opening.
Research and review
- Owners and admins can save selected customer points as Insights and schedule eligible product research weekly; competitor reviews stay separate.
- Insight review keeps one saved narrative with focused evidence and direct draft actions.
- Knowledge capture suggestions wait for review; manual writing and library imports remain owner or admin actions.