What's new in Identifee.

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

Release Notes

New Workflow & Stage Automations: Automate your routine processes with customizable triggers and actions for Deals, Contacts, and Companies, including rules that activate when deals enter specific pipeline stages.
Expanded AI Assistant (Ida) Capabilities: Access a built-in directory of ready-made and custom prompt templates via slash commands, convert sent messages into reusable skills, and view collaborative projects in the new "Shared with me" tab.
Enhanced Pipeline & Deal Management: Admins can now override closures on restricted stages, transition rules have been redesigned into a single streamlined table, and custom-named closed stages correctly register as closed.
Granular Contact Filtering & Data Enrichment: Filter contacts by detailed attributes such as owner, location, and label, and review company enrichment field-by-field to import only the data you need.
Reporting, Support, & Reliability Updates: Export full Activities Performance rankings to CSV, reach customer support directly via an in-app form from the Help menu, and enjoy overall fixes to document exports and single sign-on (SSO).

Adds deep aggregate analysis for CSV and Excel files via @excel, plus specialized render agents for Docs, Sheets, and Slides.

New: Deep aggregate analysis for CSV and Excel files via the @excel handle.
New: Specialized render agents for Docs, Sheets, and Slides replace the generic base agent.
Improved: Doc, Sheet, and Slide workflows unified into a shared architecture for easier maintenance.
Removed: Legacy YouTube agent references cleared from the backend.
Improved: Internal architecture and performance updates to speed up future deployments.

IDA Chat now shows its thought process and tools in real time, with login, Super Admin, and Knowledge Folder improvements.

New: IDA Chat displays its thought process and tools in real time during responses.
New: Canvas enabled for Knowledge Folders.
Improved: Timeline tracking moved to the account level for more accurate attribution.
Improved: Super Admin connected to a new backend with corrected icons.
Fixed: Copy button and post-first-response auto-scroll bug in IDA Chat.
Fixed: Login no longer requires a double-click, and error messages are now centered.
Fixed: Lesson styling and a logo rendering issue on slides.

Fixes chat window access in IDA Chat & Chatbot and upgrades Account Structure Reports to pull live company names.

Fixed: Some users could not open the chat window in IDA Chat & Chatbot.
Fixed: Assistant no longer nests multiple reports inside a single file.
Improved: Account Structure Report now pulls live company names from the platform instead of static text.
Improved: Long email addresses auto-scale to fit report layouts.
Improved: RocketReach profile avatars stored and delivered consistently across the platform.
Fixed: Restored the missing "Add Checklist" button on the Accounts page in the new UI.
Changed: Removed the "Reached limit" chat notification for a smoother experience.

IDA can now read connected Google Spreadsheets, with faster Knowledge folder search and a fixed Create Slides feature.

New: IDA reads and answers questions about connected Google Spreadsheet files via the Google Drive integration.
Improved: Faster, newer search model for better content matching in Knowledge folders.
Fixed: "Create Slides" feature now works for presentation generation.
Fixed: Prospect import now fully captures contact info, including emails and phone numbers.
Improved: IDA applies Custom Instructions on Knowledge folders more reliably while web search is enabled.

Richer company exports plus a broad round of fixes across IDA, search filters, navigation, and the Admin Portal.

Improved: Company export now includes phone numbers, websites, and industry information.
Fixed: Location filter issues that affected search reliability.
Fixed: Chat flow bugs and source reference display in the IDA AI Assistant.
Improved: Clearer "Thinking" mode visibility in the AI Assistant.
Fixed: Sidebar navigation and hover-interaction visual glitches.
Improved: Updated filter and slider styling throughout the interface.
Fixed: Admin Portal file counts now accurate, with unnecessary navigation toggles removed.

Chat threading and access fixes, theming for shared chat links, more reliable AI document downloads, and tighter source-link security.

Fixed: Messages now continue existing threads instead of starting new chats, and chat access from Knowledge folder history works correctly.
Improved: Full theming support added for shared chat links, with the shared knowledge list now showing up to 5 items.
Fixed: Autocomplete tooltip no longer overlaps content while scrolling.
Improved: More reliable PDF downloads for AI-generated documents and fixed image generation in the Sidebar IDA.
Security: Source links in chat are now restricted to authorized agents to prevent incorrect sidebar links across sessions.
Updated: Refreshed the account structure template.