Platform Updates: Agent ROI v2, AI Assistant Overhaul & Platform Hardening

Major Platform Release: AI Intelligence & Reliability

TL;DR: Agent ROI v2 data layer is live, AI assistant capabilities are dramatically improved with 72 action descriptions rewritten, and platform reliability is hardened across 20+ bug fixes.

Agent ROI v2 (Backend Ready)

The new Agent ROI data layer is now queryable via the API and the AI assistant:

  • AI spend data across OpenAI, Anthropic, and GitHub Copilot
  • Billable rates and model cost breakdown
  • Inactive member tracking and adoption targets
  • External spend summary and dashboard widgets

Note: Dashboard UI ships in the next frontend release.

AI Assistant Capability Expansion

The assistant now works correctly with 72 rewritten action descriptions and improved tool selection:

  • Competitor management — Add, list, and restore competitors via conversation. Changes show immediately.
  • Teams meeting transcripts — Retrieve transcripts by providing the meeting name or subject (no need for internal IDs).
  • Notion flexibility — Database IDs can now be provided as URLs. Not-found errors now explain what to do next.
  • Google Meet recordings — A meeting with no recording returns a clear message rather than a system failure.
  • Intelligent search fallback — When searching a connected integration, the assistant tries alternative phrasings if the first query returns nothing.
  • Wrench data queries — When asked about Wrench data, the assistant uses built-in tools instead of attempting to browse the app.
  • Assistant deduplication — Creating an AI assistant with the same name twice now returns the existing assistant instead of creating a duplicate.

Platform Reliability Fixes (20+ bugs)

Major fixes addressing critical data integrity and user experience issues:

  • Competitor additions and removals now appear across the platform immediately
  • Plugin LinkedIn profile data routing corrected for multi-tab workflows
  • Creative library pagination now computes totals from the full library
  • Lead score results now appear immediately after new model runs
  • Contact source breakdown now computes correctly for accounts with multiple imports
  • Payments (renewals and upgrades) now update subscription status correctly
  • API key authentication now works for external tools (Claude, automations)
  • Quick-start prompts on new assistants now save correctly
  • AI assistant icons no longer show as broken images during setup

What This Means for You

Sales & Marketing Teams: Your AI assistants are now more capable and reliable. Competitor management is faster, and Notion workflows are more forgiving.

Leadership: Agent ROI data is now available and queryable, enabling better decisions about AI investment and adoption.

Operations: Platform stability is improved with 20+ data integrity and workflow fixes deployed.