Merge duplicates in bulk, from chat
No more one by one merging required. Tell your agent to clean up duplicates by a shared field — email for contacts, domain for organizations. It previews the plan, you confirm, and merges run in the background, skipping any group it can't merge without losing data.
Also shipped:
- Page folders — You can now group your pages into private and shared folders, allowing for easy organization of proposals, reports, knowledge documentation and more.
- Page table polish — Tables are left-aligned and fill the page by default, with a new alignment and sizing menu, per-column and per-cell text alignment, and a richer formatting bubble (bold, italic, underline, links, dark-mode-safe text color).
- Page Exports — Share links and PDF exports now render tables exactly like the editor.
- Email citations — When your agent states a fact drawn from an email, it drops a numbered citation chip next to the claim; click it to open the exact email in the sidebar.
- Big attachments, finally readable — Attach images up to 30MB and PDFs up to 50MB in chat. Images resize instead of erroring, long PDFs read page by page.
- Opportunity share links — Ask your agent for a share link to an opportunity and you'll get one that opens the deal with its activity view alongside.
- Stage-change history — Your agent can read the change history of one property across many records at once — ask when each open deal last changed stage and get a source-attributed answer.
- Smarter matching for government domains — dmv.ca.gov and sanbruno.ca.gov are now distinct organizations instead of collapsing into ca.gov, so activity lands on the right record.
