New Release: AI Calendar, Genie Assistant, Agentic Automation

Your Command Center Just Got Superpowers

TLDR: Three game-changing features land today that eliminate CRM admin work and put selling time back on your calendar. Your meetings are now pre-loaded with context, an AI assistant lives inside every opportunity, and autonomous agents handle your CRM updates while you close deals.

1. Intelligent Calendar View: Your Calendar Finally Understands Sales

TLDR: Your calendar now displays all deal context, automates post-meeting updates, and manages follow-ups—saving 20+ minutes of admin work per meeting while ensuring you never walk into a conversation unprepared.

HOW IT WORKS:

Access directly from the main navigation under Sales Engine > Calendar
Meeting cards show opportunity details, contact history, and next steps
After meetings, GTM Engine automatically drafts email followups for your approval
Color-coding instantly shows which meetings need attention or follow-up

WHO BENEFITS:

AEs spend less time context-switching between calendar and CRM
Sales managers can quickly review team calendars and identify coaching opportunities
RevOps gets cleaner data capture without hounding reps for updates

2. GTM Engine Genie: The AI Assistant That Actually Understands Your Deals

TLDR: Meet your embedded AI sales assistant that lives inside every opportunity. Genie leverages your entire deal history to draft emails, prepare for meetings, identify risks, and generate content—all without leaving your workflow.

HOW IT WORKS:

Find the "Ask Genie" button in any opportunity view
Request specific help: "Draft a follow-up email based on our last call" or "Summarize this opportunity for my manager"
Combine tools for complex tasks: "Research this company, then draft an email addressing their recent product launch"

WHO BENEFITS:

AEs reclaim hours previously spent on research and admin work
Sales managers get consistent, quality deal documentation
New hires ramp faster with contextual guidance on every opportunity

Available immediately in all opportunity records. No setup required.

3. Agentic AI: Customizable Autonomous Agents for Every RevOps Use Case

TLDR: We’ve added a new layer to Automations: Agents, fully configurable AI operators that can think, orchestrate, and take action across your GTM data. Unlike workflows, Agents combine reasoning + autonomy, can use workflows as tools, and adapt to the exact proprietary processes your RevOps team runs.

HOW IT WORKS:

Build custom Agents in the Automations section alongside workflows
Give an Agent access to your CRM, insights, and any workflows you’ve created
Agents autonomously analyze records, answer questions, and perform multi-step tasks
Configure behavior, guardrails, and data scopes to match your internal processes

WHO BENEFITS:

AEs get an on-demand assistant that can research accounts, analyze deals, and prep meetings
RevOps teams create proprietary automations without engineering work
Sales leaders gain consistency as Agents execute strategy exactly as designed

Available now in the Automations section. Start by creating your first Agent and connecting it to your existing workflows.

The Bottom Line: More Selling, Less Admin

These three powerful features work together to create what we've all wanted: a sales system that handles the administrative burden while you focus on relationships and closing deals. Your calendar becomes intelligent, every opportunity has its own AI assistant, and autonomous agents automate solving your GTM pain points, all working together to eliminate the shadow work that's been stealing your selling time.

Want to see these features in action? Schedule a 15-minute walkthrough with our team.

Additional Improvements for the nerds — we’ve been busy!

AI & Workflow Enhancements

Claude Sonnet 4.5 available in Workflows
Workflow triggers added
Breadcrumb navigation added to workflow editing views
“Ask Genie” button added to Path to Close task lists (injects prompts directly into Genie)