Review account signals and Idea changes with clearer context
Follow dated account feedback into a focused next step, review recorded Idea edits before acknowledging them, and carry the context you need across planning and collaboration.
What changed
- Review an account's recent outlook, ranked concerns, source coverage and a suggested next step alongside its supporting feedback.
- See who changed an Idea, when they changed it, and the before-and-after values before you mark those changes reviewed.
- Use one Idea Value estimate across Decide and Initiatives, with assumptions and rule-change context.
- Set up account protection with optional passkeys and one-time recovery codes, with clearer sign-in and recovery guidance.
Review account sentiment with its evidence
Account Sentiment groups dated feedback into an outlook and ranked concerns, with supporting sources and a suggested follow-up. You can prepare a follow-up or team brief for review; the suggestion does not send a message or change product work. The on-demand reading uses up to 120 excerpts from at most 600 eligible excerpts and up to 25 linked Ideas. Missing dates remain unknown; older repeated needs are not presented as recent or confirmed ongoing problems. The outlook can remain unestablished when evidence does not support a trend. Production-scale accuracy and performance are not established.
Review recorded Idea changes
The Changes view groups recorded edits by Idea and shows the person, time and before-and-after values. Open a row to compare the recorded changes with the current Idea, then mark the changes reviewed for yourself or undo that review. Reads are bounded to 25 Ideas per page, 20 changes per Idea, and 5,000 activity changes. Insight and evidence links and raw-SQL writes are not recorded, so this is not the full Idea history.
Carry context through planning and collaboration
Decide and Initiatives use the same stored Idea Value estimate, with assumptions and previous-value context when the rules change. Huddle can include selected product context in a layout, with explicit widget choices taking precedence. Live provider access still needs validation. The Engagement Portal foundation remains off by default until both services and the pilot are verified.
Use safer account and workflow controls
Account protection adds optional passkeys and one-time recovery codes with clearer recovery paths; physical authenticator acceptance is not yet established. API-created Study drafts stay private, unanswered and unassigned; CRM sync continues to use manual scheduling and linked accounts. Search-index removal preserves Context documents when the removal fails. Production-scale sentiment accuracy has not been established.
More in this release
Other updates
- The Ideas API can create scoped drafts with version checks and safe retry handling; it does not answer or assign Study questions.
- CRM sync distinguishes waiting, scheduled, running and completed states while keeping scheduling manual.
- Formatted Idea descriptions, shared estimate wording and homepage imagery make common product views easier to scan.