Brand New Emails Preview Screen, Voyager AI Relationship Charts — Buying Center, and other Various Improvements…

This release extends Coevera’s Voyager AI Relationship Charts to the Buying Center on Opportunity records. Building on the existing Account Hierarchy and Org Chart capabilities, the AI Relationship Charts Agent now analyzes an opportunity’s contacts, activities, and email communication to propose a complete Buying Center — the set of people involved in a deal, the sales roles and relationships they hold, and the lines of influence between them. Users are able to preview the AI’s proposal, where every suggested change is clearly tagged, and then choose to apply it to the live chart with a single action.

Coevera gains a dedicated Inbox preview screen that brings full email management directly into the CRM. Users can browse, filter, read, and act on their email conversations across one or more connected email accounts, organized into familiar mailbox views such as Inbox, Scheduled, Sent, and All Mail. The screen supports multiple email accounts, scheduled and mass emails, favorites and a linked-records side panel that ties each conversation back to the Accounts, Contacts, Leads, Opportunities, and other entities it relates to. Three view types are available for Inbox, each with its own icon: List View (the default), Horizontal View (Horizontal Split), and Vertical View (Vertical Split).