The Q4 2025 release focused on AI-driven insights, automation, agile execution, and deeper personalization, helping teams proactively manage risk, reduce manual effort, and work more efficiently.
New & Enhanced Features
AI Documentation Chatbot
An AI-powered chatbot that reads product documentation and provides accurate, contextual answers to user queries through a conversational interface, enabling faster self-service and product adoption.
Opportunity Risk Analysis
Proactively identify risks in active deals using automated risk assessment.
- Evaluates key indicators such as timelines and status changes
- Highlights at-risk opportunities early
- Background jobs continuously assess opportunities and update risk indicators without manual intervention
- Enables sales teams to take corrective action before deals are impacted
Kanban Board for Projects
A stage-based Kanban view to support agile project execution.
- Drag-and-drop task updates
- Clear visibility into work progress
- Faster identification of bottlenecks and delivery risks
Customisable My Dashboard
A highly flexible, role-based dashboard experience.
- Customisable KPIs and widgets based on user role and priorities
- Backend-driven KPI APIs for configurable dashboard components
- Users can dynamically control visible widgets and metrics
- Reduced data load and improved dashboard performance
- Architecture supports future KPI additions without UI refactoring
Invoice Email Automation (Enhanced)
Improved invoice email automation for greater reliability and control.
- Enhanced triggers and validations
- Ensures accurate, timely invoice delivery
- Reduces manual effort and improves communication consistency
Automated Job Card / POD Emailing
Automatically extracts information from Job Cards and PODs generated as PDFs and sends well-formatted emails to relevant teams, significantly reducing manual coordination and follow-ups.
Posted in: Release Notes