Ideal Customer Profiles — Doris now discovers your ideal customers automatically from your closed-deal history. Once you have 25+ closed deals connected, a discovery agent clusters them into archetypes and builds a rich profile for each — with firmographics, qualification patterns (MEDDPICC and SPICED), stakeholder patterns, messaging that resonated, and win/loss comparisons. Every active and closed deal is scored against every profile so you can see which opportunities fit. Profiles auto-refresh every 10 new closed deals. Find them in the Library under ICPs. Learn more in Ideal Customer Profiles.Deal Risks Tab — Every deal now has a dedicated Risks tab that breaks down why a deal looks risky, not just a single score. See a 0–100 risk gauge alongside a weighted breakdown of qualification gaps, stage mismatch, close date pressure, and stage stall — plus the specific risk signals from recent calls, activity engagement warnings, and suggested actions. Learn more in the Deals docs.Affinity CRM Integration — Affinity is now a supported CRM alongside Salesforce, HubSpot, and Attio. Connect with an API key, and for shared workspaces you can configure tracked reps to limit sync to only the opportunities owned by your sales team. Doris uses a deal-first sync pattern so unrelated workspace records are left alone. Learn more in Affinity integration.Firmographic Extraction — Doris now extracts firmographic details (industry, size, geography) from conversations and CRM data and surfaces them on company and deal pages — feeding ICP discovery and deal fit scoring.Smarter Research — Deal and company research now runs as a dedicated sub-agent so results are more focused and faster. AI Chat automatically pulls in the right evidence without flooding the conversation.
MeetGeek Integration — You can now connect MeetGeek as a transcript source alongside Gong. Set it up from Settings with the guided wizard — Doris will automatically pull in your meeting transcripts and process them the same way.Salesforce Sync Improvements — Doris now runs a nightly reconciliation of your Salesforce deals, catching any opportunities that were missed during regular polling. Deals linked to calls after the fact now get qualification scores, meeting links, and assessments automatically.Smoother Chat Navigation — Starting a new conversation from the Hub is now faster and more reliable, with fewer loading flickers.Light Mode Support — The presentation editor navbar now displays correctly in light mode.
New Presentation Editor — The presentation editor has been completely rebuilt. Create slides using smart blocks — stat cards, timelines, process steps, comparisons, icon cards, and more. Edit text inline with a single click, format with the floating toolbar, drag to reorder blocks, and insert new content with slash commands. Slides stream in as they’re generated so you can start reviewing before the deck is finished.Research-Backed Outlines — Presentation creation now starts with an outline. Doris searches your transcripts, deal context, and meeting summaries to gather evidence for each slide. Review and edit the outline before generating — all on one page.Theme Wizard — A new step-by-step wizard for creating brand themes. Walk through name, logo, design style, fonts, and colors with curated presets and a live preview. Replaces the old brand kit editor with a friendlier, more visual flow.Deal Closure Emails — When a deal closes in your CRM, Doris now sends an email notification with the closure review summary.Retroactive Deal Assessments — When deals are linked to calls after processing, Doris now automatically runs the assessments that would have happened at processing time. No more missing qualification scores on late-linked deals.Navigation Refresh — The home page is now the Hub with quick actions. The Knowledge Base is now called Library. The Dashboard has been renamed to Performance.Faster Deal Pages — Deal briefs and similar deal lookups load noticeably faster.
Manager Dashboard — Sales managers now have a dedicated dashboard inside the Library with team-wide metrics and charts. See qualification score trends, stage velocity heatmaps, dimension gap analysis, and how qualification improves call-over-call — all updated weekly. The dashboard respects role-based access, so managers see their team and leaders see the full org.Transcript Search — You can now search within individual meeting transcripts using full-text search. Find exactly where a topic was discussed without scrolling through the entire conversation. Results highlight matching turns with speaker names and timestamps so you can jump straight to the moment that matters.Commitment Rescheduling — When a commitment deadline slips, Doris now tracks the reschedule instead of losing the original date. You can see the full history of date changes on any commitment, and managers get at-risk commitments (those rescheduled multiple times) flagged in their daily email digest. Trend charts in the dashboard show rescheduling patterns across your team.Deal Strategy Recommendations — Doris now analyzes strategies from your won deals and surfaces recommendations on active opportunities. The deal brief and intelligence card show which approaches have worked in similar situations — grounded in your own data, not generic advice.Beacon on Meeting Pages — The Beacon AI assistant now works on meeting transcript pages. Ask Doris questions about the conversation you’re reviewing — “What objections came up?” or “Did they mention a timeline?” — without leaving the page.Library Redesign — The Library now organizes everything into a clean tabbed layout. Generated content (presentations, documents, offers) and data (companies, contacts, conversations) are separated into distinct tab groups so you can find what you need faster.Context Page Refresh — The home page now greets you with an inline chat composer, your outbox stats, upcoming calendar, and recent meetings — everything you need to start your day in one view.
Kanban Deal Board — A new board view at
/deals/board shows your pipeline as draggable columns grouped by stage. Each card displays qualification gauges (MEDDPICC & SPICED), commitment indicators with inline completion, days in stage, artifact links, and outbox shortcuts. Overdue commitments float to the top. A separate column shows deals closed in the current quarter split by won/lost. Switch between list and board views with the toggle button next to the page title.Role-Based Board Access — The board respects team scoping: salespeople see their own deals, managers see their team’s deals, and leaders see all deals — matching the outbox access pattern.GoHighLevel CRM — Added GoHighLevel as a supported CRM provider in admin settings.Beacon Chat on Editor Pages — The Beacon AI assistant now works inside the presentation and document editors. Ask Doris to make changes to your slides or documents and she proposes edits as inline diffs — accept or reject each change individually without leaving the editor.Inline Diff Review — When Doris proposes edits, you see GitHub-style diff cards showing exactly what will change. Presentation diffs include color swatches for design changes. Accept or reject each operation individually, and see visual indicators on slide thumbnails showing which slides have pending edits.Deal Page Redesign — The deal detail page has been redesigned with a two-column bento layout. Navigate between Qualification, Recommendations, Timeline, Brief, Intelligence, Summary, and Artifacts using card-based navigation. The assessment card now features collapsible dimensions and a tabbed layout for MEDDPICC, SPICED, and Playbook views.Cross-Deal Intelligence in Briefs — Deal briefs and the deal agent now incorporate cross-deal intelligence, surfacing patterns from similar deals, stakeholder history, and competitor context alongside your deal-specific data.Smarter Curation — The knowledge graph curation agent now runs twice weekly instead of weekly, keeping your graph cleaner with more frequent duplicate merging and category refinement.
Deal Portal Redesign — The review portal has been completely redesigned. Presentations and documents are combined into a single page with clickable cards, and you can now view and interact with presentations directly in the browser. A new splash page highlights deal closure reviews and key deal cards at a glance.Deal Intelligence Card — Five separate deal panels — Brief, Intel, Commitments, Stakeholders, and Files — are now combined into one tabbed card. Everything about your deal is in one place, and closed deals now show Won or Lost badges in the sidebar.Smarter Email-to-Deal Matching — Doris now filters out internal company emails automatically and uses domain-based matching as a fallback when contact-level matching isn’t available. CRM Pulse also surfaces email participants who aren’t yet in your CRM, with a one-click workflow to create the contact.Manual Commitment Completion — You can now manually mark commitments as complete from the Commitments tab.Context Page Refresh — The Context page has a new layout with consolidated navigation and knowledge hub tabs for faster access to your documents and entities.
Smarter Knowledge Graph Answers — Doris now combines multiple search strategies when answering knowledge graph questions — semantic similarity, keyword matching, and graph traversal — and fuses the results for more accurate, comprehensive responses. Ask about objections, competitors, or buying patterns and get noticeably better answers.Automatic Graph Curation — Doris now runs a weekly curation sweep that automatically merges duplicate entities and refines category labels across your knowledge graph. Your graph stays clean and well-organized without any manual effort.Better Document Extraction — Uploading documents to your knowledge base now extracts more entities with higher accuracy, and fixes an issue where entities from different documents could collide.In-App Citations — When the agent references a source document in chat, clicking the citation now navigates within Doris instead of opening a new tab. Document cards also show file-type icons so you can tell at a glance whether a source is a PDF, Word doc, or spreadsheet.Knowledge Graph Explorer Improvements — Entity type filters are now a dropdown menu for faster filtering, and buying pattern entities now show their connections to related deals and stages in the graph view.
Email Notification Preferences — You now control exactly which emails Doris sends you. Go to Settings > Notifications to toggle individual email types on or off — meeting summaries, deal reviews, presentations, documents, and CRM pulse reports. Changes take effect immediately.Team Notifications for Managers — Sales managers can opt in to receive email copies of their direct reports’ meeting summaries and deal reviews. Team emails are clearly labeled with a [Team] prefix so they’re easy to spot.Presentation Visual Overhaul — Slides now use absolute positioning for pixel-perfect layouts. New visual capabilities include gradient backgrounds, blur effects, shadows, borders, and expanded typography options. Charts support donut, horizontal bar, and line chart types with value labels. PPTX exports match the new visual fidelity.Higher Quality Images — Presentations now source stock photos from Unsplash for better visual quality, with automatic deduplication so the same image isn’t downloaded twice.
Slide Library — Save and reuse your best slides. Extract slides from uploaded PowerPoint files, tag and organize them, and insert them into any presentation with one click. Doris can also search your library and suggest relevant slides while building a deck.Present Mode — Present your decks directly from Doris with a new fullscreen mode. No need to download or switch tools.Visual PPTX Preview — Uploaded PowerPoint files now render visually in the document viewer so you can scroll through slides without downloading.Larger Uploads — The document upload limit is now 75MB, with progress bars so you can track large uploads in real time.Smarter Deal Updates — Doris now automatically reviews deals when new meetings are linked, so you get fresh qualification scores without waiting.Light Mode Polish — Updated search bars, meeting views, and email summaries for a cleaner look in light mode.
Doris can now generate commercial offers from your deal context and knowledge base. Add pricing tiers and customize terms — all without leaving Doris.
Playbooks — Generate data-driven playbooks from your won deals or knowledge base collections. Doris analyzes what worked — objections handled, strategies used, and patterns across conversations — and turns it into reusable guidance for your team.Knowledge Base Tags — Organize your knowledge base with custom tags. Tag documents, filter by label, and keep everything easy to find. Scanned PDFs are now searchable too.Better Presentations — Richer backgrounds, more layout variety, mood-aware color choices, and improved PowerPoint exports. A new QA review step catches issues before delivery.CRM & Gong Improvements — Better data linking between your CRM and Gong. Meetings now correctly associate with deals and companies, and missing CRM records are automatically filled in during sync.
Deal Closure Reviews — When a deal closes in your CRM, Doris automatically runs a closure retrospective analyzing why the deal was won or lost. Closure events feed back into the knowledge graph, improving win rate metrics over time. Closed deals are marked with Won/Lost badges in the outbox sidebar.Pain Point Categories — Pain points across your pipeline are now grouped into canonical categories (e.g., “Integration Complexity”, “Budget Constraints”) with win rate, overcome rate, and cross-deal pattern data. See which problems your product solves best and which rebuttals work.Knowledge Base in Chat — Doris pulls from your uploaded knowledge base during deal conversations — product features, pricing, case studies, objection rebuttals, and competitor positioning. Source documents appear as clickable cards in the chat.
CRM Pulse — Doris scans your CRM data and proposes field-level updates based on conversation evidence. See clear before-and-after diffs with reasoning, then apply changes to your CRM with one click. Email notifications let you know when new updates are ready.Knowledge Graph Explorer — An interactive, Obsidian-style visualization of everything your team has learned across deals — stakeholders, objections, competitors, and buying patterns. Filter by entity type and confidence level, merge duplicates, and explore scoped views on deal and company pages.
Doris now connects intelligence across your entire pipeline. Instead of treating each deal in isolation, the new Knowledge Graph accumulates stakeholders, objections, competitors, and buying patterns from every conversation — and surfaces them wherever they’re relevant.
- Organization Intelligence Card — Company-level patterns learned from all deals with that organization: procurement cycles, decision-making structures, and stakeholder networks
- Cross-Deal Patterns Card — Patterns that emerge across your pipeline: objection frequency by stage, competitor mentions, and buying behaviors that repeat across deals
- Objection Playbook Card — Your most common objections ranked by frequency and win rate, with context on what approaches have worked
- Enriched Stakeholder Maps — Stakeholder maps now show cross-deal history, so you can see how a contact has behaved in previous deals
- KG-Powered Deal Briefs — Deal briefs pull from cross-deal intelligence, adding stakeholder history, competitor context, and risk patterns from similar deals
- Company Sentiment Themes — Company sentiment pages now surface themes from the knowledge graph alongside trend data
- Feature Flags — All knowledge graph features roll out gradually per team with admin-controlled feature flags
Better Memory — Doris maintains better context across long conversations and remembers your preferences between sessions. Long chats are intelligently compacted so nothing important is lost.Improved Reliability — Smarter resource management, duplicate-run prevention, and automatic recovery when things go wrong.
Doris now builds a living intelligence timeline for every deal — tracking commitments, flagging stalled deals, and triggering reviews from emails so your pipeline stays current without manual work.
- Intel Timeline — A chronological feed of every deal event: call reviews, score changes, risks flagged and resolved, emails, stage changes, commitments, and stakeholder updates — filterable by event type
- Commitment Tracking — Buyer and seller commitments are extracted from calls automatically, with status tracking and overdue detection so nothing slips
- Email-Triggered Reviews — Doris monitors deal-related emails and posts outbox updates automatically, keeping deal intelligence fresh between meetings
- Velocity & Stall Detection — Deals that stop progressing get flagged so you can intervene before they go dark
Conversation Analytics — Calls are broken into phases (discovery, demo, procurement) with a compact timeline showing how time was spent. Statistics and analytics are combined into one streamlined tab.Context Search — Find anything in Doris instantly. Search across deals, contacts, companies, meetings, documents, and more from one search bar on the Context page.Outlook Email Integration — Doris tracks your Outlook email conversations and surfaces them in deal, company, and contact activity feeds. Emails are matched to contacts automatically and referenced by the AI agent.Activity Timeline — Deals, companies, and contacts list pages now show a visual activity timeline column so you can spot engagement patterns at a glance.Company Domains — Admins can manage company email domains from Admin Settings to control how contacts and meetings are matched.HubSpot Per-Rep Syncing — Choose which HubSpot reps to sync from Admin Settings, matching the control already available for Salesforce.
Attio CRM — Connect Attio to sync companies, contacts, and deals automatically. Attio deals are scored using conversation evidence, just like HubSpot and Salesforce.Linear & Jira — Manage issues and projects without leaving chat. Search your backlog, create tickets, add comments, and more — all through natural language.One-Click Meeting Scheduling — When Doris recommends a meeting, she creates a scheduling card with pre-filled calendar links for Google Calendar or Outlook. Add your Calendly or Cal.com link in settings for even faster scheduling.
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