Doris now connects to Attio, the collaborative CRM built for modern teams. Keep companies, contacts, and deals in sync automatically.
- Attio Integration — Connect Attio in minutes from Settings to sync your CRM data with Doris
- Two-Way Sync — Companies, contacts, and deals stay in sync between Attio and Doris automatically
- Deal Qualification — Attio deals are scored using conversation evidence, just like HubSpot and Salesforce
When Doris recommends scheduling a meeting as a next step, she now creates an actionable scheduling card instead of plain text. One click opens a pre-filled calendar event — no copy-pasting names, emails, or agendas.
- Meeting Suggestion Cards — Doris creates scheduling cards with the contact’s name, a suggested date and time, and a professional agenda ready to send
- Pre-Filled Calendar Links — Open directly in Google Calendar or Outlook with the title, attendees, time, and agenda already filled in
- Scheduling Link Support — Add your Calendly or Cal.com link in settings, and Doris includes a “Send scheduling link” button on every meeting card
Doris now maps every stakeholder in your deal — who has influence, who’s supportive, and who you still need to win over.
- Stakeholder Map — After each call, Doris builds a 2x2 influence-vs-disposition grid showing where every contact stands and what role they play
- Working Strategy — Each deal brief now surfaces recommended next moves based on stakeholder positioning and qualification gaps
Doris now supports light mode across the entire application. Switch between dark and light themes to match your preference or working environment.
- Light Mode — A complete light theme that works across every page, component, and card in Doris
- Theme Toggle — Switch between dark and light mode from Settings whenever you like
- Consistent Design — Glass effects, cards, and sidebar all adapt seamlessly to your chosen theme
Doris now connects to Salesforce alongside HubSpot — and can write back to your CRM automatically. No more manual data entry after every call.
- Salesforce Integration — Connect Salesforce in minutes. Doris syncs your deals, contacts, and companies automatically
- CRM Write-Back — Doris proposes field updates and call notes based on what was discussed. Review the changes and apply them with one click
- MEDDPICC Deal Filter — Filter your deals list by qualification score to focus on what needs attention
Every deal now has its own living thread. After each call, Doris reviews the conversation and posts a structured update — qualification scores, risks, next steps, and draft deliverables. Reply to ask for anything.
- Automatic Deal Reviews — After every call, Doris posts a structured deal update with qualification evidence and recommended next steps
- Two-Way Conversation — Reply to any thread to ask Doris for a deck, an email, a competitive analysis, or anything else the deal needs
- Manager View — Sales managers can see outbox threads across the team, search by deal, and coach from evidence
Doris can now create and edit rich documents — deal briefs, proposals, competitive analyses, and more. Ask in chat and she writes it using your deal context, then hand it off to a full editor for final polish.
- Document Creation — Ask Doris for any document and she writes it using your conversations, deal data, and company context
- Rich Editor — Tables, images, text formatting, and task lists. Edit anything Doris creates or start from scratch
- PDF & Word Export — Download as PDF or DOCX with one click
Doris now builds slide decks for you. Tell her what you need in chat — an ROI deck, a competitive overview, a deal summary — and she creates a full presentation grounded in your deal context and conversations.
- Slide Creation — Ask Doris for a presentation in chat and she builds it end-to-end, pulling from your deal history, call transcripts, and company context
- Brand Kits — Set your fonts, colors, and logo once. Every presentation Doris creates follows your brand automatically
- Grid Editor — Drag, resize, and edit every element on your slides. Add charts, shapes, images, and text blocks
- PPTX Export — Download any presentation as a PowerPoint file, ready to share
Doris now creates PowerPoint presentations alongside Word documents. Upload a .pptx template and Doris will fill it with content tailored to your deal.
- PPTX Template Support — Upload PowerPoint templates and create slide decks from your deal context
- PDF Template Uploads — PDF files can now be uploaded as reference templates
Create professional documents from templates. Upload a .docx template, and Doris analyzes its structure and creates personalized content based on your deal context.
- Document Templates — Upload .docx templates that define your document structure
- Context-Driven Content — Each section is written using your deal, company, and meeting context
- Mermaid Diagrams — Automatically renders flowcharts and Gantt charts in created docs
- PDF template parsing now supported
Doris can now find deals similar to the one you’re working — based on qualification evidence, not just CRM fields. Filter by deal status to see how comparable deals played out.
- Semantic Deal Search — Find similar deals based on MEDDPICC, SPICED, and other qualification evidence
- Deal Status Filtering — Filter similar deals by won, lost, or active to spot patterns
- Evidence Matching — Qualification evidence is now used for intelligent deal matching
Doris now renders rich, interactive cards directly in the chat — no more walls of text. Ask about a deal and get a visual deal card. Ask Doris to draft a follow-up and see a formatted email card you can copy or send.
- Deal Cards — Visual deal summaries with key metrics rendered inline in chat
- Email Cards — Formatted follow-up emails displayed as actionable cards
- Artifact Rendering — Rich UI components created contextually as part of agent responses
Under the hood, Doris’s agent has been completely rearchitected. 28 granular tools have been consolidated into 11 focused meta-tools, making the agent faster and more accurate at finding the right context for your questions.
- Intelligent Context Discovery — The agent now proactively seeks out relevant deal, meeting, and company context
- Better Meeting Prep — Smarter attendee seeking surfaces what matters before your next call
- @Mention Context — Mention a deal, company, or contact in chat and Doris automatically pulls in rich context