September was about trust and intelligence. The full permissions model shipped: every record now carries its own access list, lists start private by default, and admins manage everything without hunting for grants. Rep became your analyst: describe a report and it builds a live drillable dashboard from your CRM. Agents got reliable enough to leave running. And LinkedIn is coming.
🚢 Shipped
Agentic Reporting: Rep builds your reports
Ask Rep for a dashboard or QBR and it lays out live charts and tables from your own CRM data, every number drillable to the records behind it. Open beta for every workspace.
Record-Level Permissions
Deals, companies, people, and custom objects each carry their own access list: scope reps to their own pipeline for the first time. Admins get a global override, can set any object type to private-by-default, and can reassign record owners.
Agent Reliability and Model Picker
Agents survive deploys, auto-recover from interruptions, and warn you before an expensive trigger fires: the trust layer that makes leaving an agent running feel safe. You can also choose a smart or fast model to control credit consumption.
HTML Emails for Rep & Agents
Rep and your agents can now send polished HTML emails, not just plain text.
📣 Coming soon
LinkedIn in Clarify
A unified inbox with LinkedIn DMs alongside email, LinkedIn steps inside multi-channel campaigns, and agents that work across all of it: LinkedIn as a first-class sales channel without leaving your CRM. Join the waitlist →
Meeting Snippets
Clip any moment from a recording, share it as a public link with download and search coming alongside.
Live Transcription
See your transcript as the call happens: check what was said, jot notes that feed into the summary, and catch anything you missed without asking the other person to repeat themselves.
💳 Pricing update
We’re adding new plan tiers: $100 (10k credits), $200 (20k), and $400 (40k) per month, so you can commit to more credits at your current rate instead of paying overage. Overage pricing is moving from $0.01 to $0.015 per credit starting your next billing cycle, so upgrading is cheaper than going over at every level.
If you’ve set a dollar spend cap on overage, that cap stays in place, but it will cover fewer credits at the new rate. We recommend reviewing your cap in settings before your next billing cycle.
The new tiers are available to every Starter workspace. The overage rate change only affects you if you have on-demand credits enabled. If you’re not sure, check your billing settings.