What's new in Identifee.

Notable improvements, new agents, and fixes — shipped continuously.

Release Notes - November 9th, 2026

Custom activity types: admins can create their own types beyond Task, Event and Call, with icon, color and dates, and filter, list and report on any of them.
Checklists: My Checklists now includes checklists where an item is assigned to you, and Ida can tell you which assigned items are still pending.
Ida: amount filters like "companies under $10B" work on text fields holding values such as "$45M", and "add the label X" finds the company's Label field.
Decks and docs: deck PDFs download straight away, slides reorder by drag and drop, and docs get page breaks and a table of contents.
Sign-in and portal: SSO-only workspaces refuse password sign-in, and the client portal's "Your banker" shows the company's Account Owner.

Ida can find duplicate companies or contacts and merge them after you confirm on a card.
Decks built with Ida can now include generated images, in the slides and the PowerPoint download.
Account Details cards in reports show Account Type under the account name, on screen, in PDF and in slides.
Checklist items have a cleaner layout: aligned rows, avatar-only assignee, and a clearer assign tooltip and picker.
Fixes: PowerPoint files with embedded Excel charts now work in Ida chats, and slide exports fit tables, crowded slides and long footers in PDF, PowerPoint and HTML.

The client portal now opens on checklists, grouped by company, and one login covers every company a contact belongs to.
Checklist items start unassigned, "Assigned to me" lists only items actually assigned to you, and owners are emailed when a user is removed so they can reassign items.
Ida can add or remove owners and followers (with review cards), filter companies by custom fields, and check a pasted list of company names in one go.
Settings and fixes: the MFA requirement shows who it couldn't reach with a Try again button, saved timezones show in Users and Controls, slide PDF exports no longer squash dense cards, and @mentions survive note edits.
Security: uploads are checked by their contents (SVG and HTML are refused), and login, password-reset and invite requests are rate limited. After 30 failed logins a username locks for 15 minutes, and reset emails cap at 3 per address.

Contacts can now be linked to multiple companies, with a primary company shown and the others summarized; notes now keep their line breaks and spacing everywhere they appear.
Checklist items can be assigned to teammates (they get an email), and a new "Assigned to me" view shows your open items by due date.
Workflows and stage automations can be paused and resumed from the Automation list.
Ida's write cards now show anything that couldn't be saved and why, can ask you to choose options before saving, and answer questions from your documents faster.
Artifacts (slides, docs, sheets) now use files attached in chat, can be built from core banking data, and have a new deck view; admins also get stronger sign-in security options and tighter access controls for portal guests.

Artifacts: Ida can now build editable docs, sheets, decks and apps next to the chat. Docs have comments, Ask AI and export to PDF, Word, Markdown or HTML; Sheets have live formulas and Excel export. Includes version history, sharing controls, team themes and a company Artifacts tab.
More actions from chat: schedule tasks, assign a checklist to a company, reassign owners in bulk (up to 100 records), and add, change or remove products on a deal.
Call outcomes saved: when Ida completes an activity, the call outcome is now recorded, in chat and in voice.
Security: owners can require an authenticator app (MFA), with per-user exceptions and resets. Deactivated users now lose access immediately and their scheduled tasks stop.
Fixes: "Move to Unused Fields" now moves a field instead of deleting it, broken knowledge links are marked Failed instead of indexed, and Ida no longer creates companies with a repeated, garbled name.

Ida company creation comes pre-filled from company research (website, industry, size, revenue, phone) and flags similar companies before you create a duplicate; after a save it reports only values that were actually saved.
Deal creation asks which pipeline instead of guessing and returns its card in seconds, and Ida can add or remove links and chat attachments in a knowledge project.
Knowledge projects: uploaded images are searchable (unsupported types are refused), and failed link crawls show as Failed.
Checklist due dates can be edited from the Sheet view with reminders following, dates no longer show a day early in US time zones, number and checkbox custom fields save again, and currency fields keep their symbol.
Heads up: Workspace owners now get a summary email after each core-data import that changes records (on by default, configurable in admin). The app moved from /new/ to the site root; old links redirect, and installed apps may need reinstalling.

Ida can now work with deals (create, or change amount, close date or stage), knowledge projects, skills and checklists from chat, with every change confirmed on a card.
Faster and more honest Ida: core-data lists run about 3x faster, one-field company edits take seconds instead of minutes, and Ida no longer reports a false "saved" or hides unreachable sources.
Admins can rename the Closed Won and Closed Lost stages; deals still read as won or lost.
Fixes: scheduled-task failures leave a note in the chat, voice no longer deletes a whole checklist template or slows CRM writes, file-only follow-ups get answers, and reopened checklists no longer show a completion date.
Heads up: In voice, talking over a pending lookup now cancels it, and checklist templates can only be deleted in Settings.