What's New

A named, goal-driven package — such as New Client Onboarding or Lead Nurture Campaign — displayed on a live canvas where every part of a working set-up appears as a node and every real dependency between those parts appears as a connection. Processes, forms, sequences, templates, reports, fields, and entities can all take part.

From one of 19 pre-built templates in the Solutions Library through a guided setup, from scratch on an empty canvas, or by copying an existing Solution. A template install creates all nodes and connects them in a single all-or-nothing operation, and the tools it creates stay deactivated until you activate the nodes as the final step. Copying duplicates the visualization only — it never creates copies of the underlying processes, custom entities, or fields.

A Solutions switch in the User Role allows or denies access. Editing needs the separate Solution Manager option, which requires full access to Automatizer, Email Sequence, Online Forms, and Approval Processes; when it is enabled, a pop-up lists the tools that need to be updated and Update corrects them all at once. Without Solution Manager, a user sees Solutions as a watcher.

Synchronization and linking are now separate. The Email Sync and Folder Sync Preferences settings decide which emails are synced to the Inbox, while the Email Linking checkboxes decide only which synced emails are linked to Accounts and Contacts and therefore appear in Feeds. Emails that are not linked are synced to the Inbox only.

Yes. Existing users' Email Sync and folder settings are preserved, and Email Linking checkbox states are preserved too; new integrations have all Email Linking options selected. What the Email Linking checkboxes control has changed: they now decide only whether a synced email is linked to a record and shown in Feeds, not whether it is stored at all.

Every prompt and answer is screened. Text that comes from outside the CRM is screened separately for prompt-injection attempts, so an email can't give the AI instructions. Genuine customer content is never blocked or masked.