The new features will be available starting the morning of November 25th.
We have focused on improving CRM integration efficiency and analysis capabilities across the platform. These updates streamline workflows and provide faster, more intuitive access to your key metrics.
Updates to CRM Integrations
We have significantly enhanced our major CRM integrations to improve data fidelity and automation:
Dynamics
It is now possible to push call summaries against Contact cards, mapped using phone numbers.
Upsales
Call Summaries: We now support pushing call summaries directly into contact cards.
Activity Integration: Summaries from both video and live meetings can now be pushed against Activities, mapped on emails and phone numbers.
Deal Status Import: It is now possible to import deal statuses directly into the Meetric Insights dashboard for improved pipeline analysis.
Pipedrive
Call Summaries: We now support pushing call summaries directly into contact cards.
Activity Integration: Summaries from both video and live meetings can now be pushed against Activities, mapped on emails and phone numbers.
Deal Status Import: It is now possible to import deal statuses directly into the Meetric Insights dashboard for improved pipeline analysis.
Insights Dashboard Updates
The Insights section has been optimized for speed and control over your performance metrics:
Comprehensive UX/UI Polishing: Our Insights section has received a comprehensive UX/UI polishing! We've refined the interface, updated the design, and optimized performance to give you a faster and more intuitive analysis of your key metrics.
Playbook Data Selector: A significant new feature is the introduction of the Playbook Data Selector. This enhancement allows you to choose exactly which playbook’s data to display, giving you greater control over performance analysis within your dashboard.
Conversation List & AI
Select Box on Conversation List: A select box has been added to the conversation list, making it easier to choose exactly which conversations you want to include when querying the AI Chat.
Bug Fixes
AI Notetaker Connection Issue: We have resolved a backend bug that occasionally prevented the AI Notetaker from successfully connecting to certain meetings.