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Smart Onboarding Intelligence & Evan Improvements

Updates
Sreeja Vallamulla•1:30 PM

We've made onboarding smarter with AI-powered auto-fill for company details and team contacts, and improved the Evan meetings dashboard with prep status visibility.

New Launches

  • Auto-Fill Company Details: When you sign up, Zams now automatically researches your company's website, description, ICP, and products based on your email domain — so your company profile is pre-populated from day one.
  • Auto-Fetch Team Contacts: The invite step in onboarding now automatically surfaces your colleagues from your connected integrations, making it easy to invite your team with just a click.

Core Improvements

  • Meeting Prep Countdown Column: The Evan meetings dashboard now shows a prep countdown column, giving you real-time visibility into when prep for each upcoming meeting is scheduled to start.
  • Prep Schedule Metadata: Upcoming meetings now expose prep schedule metadata, showing exactly when prep is scheduled to run.

Bug Fixes & UI Enhancements

  • Fixed meeting prep status incorrectly showing 'retry' in the onboarding flow.
  • Changed the products field in company setup from a text input to a multi-select popover.
  • Fixed auto-resizing behavior of the description text box in the company step.

Agentic Meeting Prep & New AI Models

Updates
Sai Veda Prakash Masetty•4:00 PM

We upgraded Meeting Prep with a powerful multi-agent orchestration system and added support for the latest AI models including Claude Sonnet 4.6 and GPT-5.

New Launches

  • Agentic Meeting Prep: Meeting Prep now runs on a multi-agent orchestration framework with 9 specialized agents — each dedicated to a specific data source: Gmail, Gong, Grain, HubSpot, Salesforce, Attio, Outlook, Slack, and CrustData. Agents run in parallel for faster, richer prep notes.
  • New AI Models: Added support for Claude Sonnet 4.6, GPT-5.1, and GPT-5.2, giving you access to the latest and most capable models for your AI Workers and agents.

Core Improvements

  • Async On-Demand Meeting Prep: On-demand meeting prep requests are now processed asynchronously, preventing proxy timeout failures for longer prep runs.
  • Unified Token Management: Added a unified OAuth/Composio token router to ensure consistent authentication across all integrations used during meeting prep.

Bug Fixes & UI Enhancements

  • Fixed meeting title display issues on the Evan meetings list.
  • Improved scrollbar styling throughout the app.

New Onboarding Experience & Stripe Go-Live

Updates
Sreeja Vallamulla•11:00 AM

We completely redesigned the onboarding flow and went live with Stripe for AI Worker subscriptions, making it faster and clearer to get set up on Zams.

New Launches

  • New Onboarding Flow: Completely redesigned the onboarding experience as a guided multi-step flow — Profile, Company, Discover (choose your AI Workers), Connect your apps, Worker-specific setup, Invite your team, and Billing — all in a clean, focused interface.
  • Stripe Billing in Onboarding: Stripe payment is now integrated directly into the onboarding flow, so new users can subscribe and activate workers without leaving the setup experience.
  • Pricing Page Signup: Users signing up from the website pricing page are now seamlessly carried into onboarding with their selected workers pre-filled.

Core Improvements

  • 7-Day Trial: Reduced the free trial from 14 days to 7 days, aligned with Stripe go-live pricing.
  • Billing-Exempt Organizations: Added support for billing-exempt domains that automatically skip the billing step and auto-complete onboarding.
  • Google Calendar Now Required for Evan: When setting up Evan, connecting Google Calendar is now mandatory, ensuring meeting prep can run reliably from day one.
  • Backward Compatibility: Existing users going through the new onboarding flow have their previous setup properly preserved.

Bug Fixes & UI Enhancements

  • Improved step transitions and state management throughout the new onboarding flow.
  • Fixed post-billing redirect issues after Stripe checkout.
  • Polished card and connect step styling in the new flow.

Meeting Prep Public Access & Billing Launch

Updates
Sai Veda Prakash Masetty•10:30 AM

This week we added the ability to chat on public meeting prep notes and launched the billing infrastructure for AI Worker subscriptions.

New Launches

  • Meeting Prep Public Chat: Users accessing meeting prep notes without logging in can now ask questions and chat directly within the prep notes view — useful for reviewing context right before a meeting without signing in.
  • AI Worker Billing: Launched billing for AI Worker subscriptions with monthly and yearly pricing options. You can now manage Evan and Atlas worker subscriptions from your settings.
  • Seat Management: Added user seat management for team workspaces, including the ability to add, remove, and track seats across your organization.

Core Improvements

  • Upgrade & Downgrade: Teams can now seamlessly upgrade or downgrade their worker subscriptions from within billing settings.
  • Auto-Assign Seats: Worker seats are now automatically assigned when a team member accepts a workspace invite, removing manual steps.
  • Meeting Prep Trigger Status: The system now stores and surfaces whether a meeting prep run was triggered by a calendar event or manually.

Bug Fixes & UI Enhancements

  • Fixed Slack personal DM delivery for meeting prep notifications.
  • Fixed the public meeting prep view to properly handle no-login access.
  • Added responsiveness to the chat section in the public meeting prep notes page.

Chat History & Redesigned Navigation

Updates
Sreeja Vallamulla•11:00 AM

This month, we've introduced chat history functionality and completely redesigned the sidebar experience for better workflow management and easier access to your conversations.

New Launches

  • Chat History: You can now access your previous conversations directly from the sidebar. Chat history is preserved across sessions, making it easy to revisit past interactions and continue where you left off.
  • Secondary Sidebar: Introduced a collapsible secondary sidebar for Meeting Prep settings and configuration, providing quick access to worker-specific controls without leaving your current view.
  • Primary Sidebar Hover: The main sidebar now expands on hover, giving you more screen real estate while keeping navigation readily accessible.

Core Improvements

  • Meeting Prep Auto-Configuration: Meeting Prep configurations are now automatically created when users activate the feature, removing manual setup steps.
  • Notification Reliability: Fixed an issue where Slack notifications were not being re-sent when an existing meeting prep run was found.

Bug Fixes & UI Enhancements

  • Fixed chat history display issues where older conversations were not loading correctly.
  • Resolved routing issues for Meeting Prep Worker pages.
  • Improved sidebar responsiveness and animation smoothness.

Stripe Teams & Meeting Prep Enhancements

Updates
Sai Veda Prakash Masetty•9:45 AM

This week we launched Stripe-powered team billing and significantly improved the Meeting Prep experience with no-login access and better reliability.

New Launches

  • Stripe Team Billing: Integrated Stripe for team subscription management, making it easier to manage billing for your entire workspace.
  • No-Login Meeting Prep: Users can now access Meeting Prep notes without logging in, perfect for quickly reviewing prep materials before meetings.
  • Past Meetings Section: Added a dedicated section to view historical meeting prep notes, helping you reference previous research.

Core Improvements

  • Meeting Prep Reliability: Fixed temporal racing issues that caused prep notes to occasionally fail or duplicate.
  • Meeting Prep URL Fixes: Resolved issues where meeting prep links were incorrectly pointing to app.zams.com.

Meeting Prep: Your AI-Powered Pre-Meeting Research Assistant

Launch
Sreeja Vallamulla•10:15 AM

We're excited to announce the launch of Meeting Prep as a standalone product. Meeting Prep automatically researches attendees before your meetings and delivers comprehensive prep notes directly to Slack, helping you walk into every meeting fully informed.

New Launches

  • Meeting Prep Dashboard: A dedicated home page showing all your upcoming meetings with prep status, making it easy to see what's ready and what's in progress.
  • Slack Notifications: Meeting prep notes are automatically delivered to Slack with smart search functionality to find the right channel.
  • Outlook Calendar Support: In addition to Google Calendar, Meeting Prep now works with Outlook calendars for Microsoft 365 users.
  • Team & Billing Pages: New team management interface with workspace settings and billing controls.

Core Improvements

  • Your Profile & Company Settings: Added dedicated pages to manage your profile information and company details for more personalized prep notes.
  • Onboarding Flow: Streamlined the setup process for new Meeting Prep users with guided calendar connection and Slack configuration.
  • Chat Interface: Integrated chat functionality within Meeting Prep to ask follow-up questions about your prep notes.

Bug Fixes & UI Enhancements

  • Fixed meeting list alignment issues with header columns.
  • Improved sidebar positioning and navigation flow.
  • Enhanced modal scrollability for better UX on smaller screens.

Profile Settings & Meeting Prep Notes

Updates
Sreeja Vallamulla•4:00 PM

This week we added personalization features with profile and company settings, plus improved how meeting prep notes are displayed and accessed.

New Launches

  • Your Profile Page: Manage your personal information, preferences, and display settings all in one place.
  • Company Settings: Configure your company details to help Meeting Prep provide more relevant context in your prep notes.
  • Meeting Prep Notes View: A dedicated page to view detailed prep notes for each meeting, complete with attendee research and relevant context.

Core Improvements

  • Resources UI: Added a resources section to Meeting Prep showing connected apps and available integrations.
  • Apps Toggle: You can now enable or disable specific integrations for Meeting Prep from the settings.
  • Meeting Status API: Added API endpoints to check the status of meeting prep runs in real-time.

Bug Fixes & UI Enhancements

  • Resolved alignment issues in the Your Profile page.
  • Fixed sidebar positioning in the home page layout.
  • Various UI polish improvements across the Meeting Prep interface.

Meeting Prep Configuration & Calendar Integration

Updates
Sreeja Vallamulla•11:30 AM

This week we enhanced Meeting Prep with deeper configuration options, calendar integration improvements, and better citation formatting for prep notes.

Core Improvements

  • Google Calendar Trigger: Meeting Prep now automatically triggers based on your Google Calendar events, ensuring prep notes are ready before every meeting.
  • Calendar Cron Jobs: Implemented scheduled tasks to periodically sync calendar events and queue meeting prep runs.
  • Citations Rendering: Improved how source citations are displayed in meeting prep notes, making it easier to verify and explore referenced information.
  • Source Links: Calendar and web sources now render with proper clickable links for quick access to original content.

Bug Fixes & UI Enhancements

  • Fixed the activate button state to properly reflect the default behavior for meeting prep.
  • Resolved configuration-related issues where settings were not being saved correctly.
  • Improved the Meeting Prep support console dashboard for better admin visibility into runs.
  • Enhanced raw payload viewing in the runs dashboard for debugging purposes.

AI Workers & Agent Folder Management

Updates
Nirman Dave•2:45 PM

This week we introduced AI Workers as a new way to run background automations, plus added folder management to help organize your growing library of agents.

New Launches

  • AI Workers: A new category of agents that run continuously in the background. The first AI Worker is the Meeting Prep agent, which automatically researches attendees before your meetings.
  • Folder Management: Organize your agents into folders for better workspace organization. Create, rename, and move agents between folders with an intuitive drag-and-drop interface.
  • Move to Folder: Quickly move agents to folders using the new 'Move to' option in the agent context menu.

Core Improvements

  • AI Worker Configuration: Each AI Worker has dedicated config and activity tabs, letting you customize behavior and monitor runs.
  • Folder Breadcrumbs: Navigate folder hierarchies easily with breadcrumb navigation on agent detail pages.
  • Meeting Prep Config APIs: Backend APIs for managing Meeting Prep configuration, including test endpoints to validate settings.

Bug Fixes & UI Enhancements

  • Fixed button color alignment in folder view mode.
  • Improved folder row styling and selected state indicators.
  • Added hover-to-select functionality with robot icon in the agents table.
  • Fixed vertical menu visibility in folder view.

Admin Features & Salesforce Custom Objects

Updates
Sai Veda Prakash Masetty•10:00 AM

This week we expanded admin capabilities and added support for updating Salesforce custom objects, giving you more flexibility in your CRM automations.

Core Improvements

  • Salesforce Custom Objects: You can now update custom Salesforce objects, not just standard ones. Supports both single record updates and bulk operations for efficiency.
  • Admin Access Improvements: Enhanced admin panel with better team and user access controls, making it easier to manage workspace permissions.
  • Admin Impersonation: Admins can now impersonate users for troubleshooting, with a clear indicator showing when impersonation is active.
  • Ambient Agent Admin Fixes: Resolved issues where admin users couldn't properly access and modify ambient agent settings.

Bug Fixes & UI Enhancements

  • Fixed the issue where agents were picking up wrong action IDs for Salesforce integration.
  • Resolved team and user access permission bugs in the admin panel.
  • Fixed API base URL configuration issues affecting some deployments.
  • Various reliability improvements for the ambient agent admin APIs.

Native Salesforce Support & Markdown Improvements

Updates
Sreeja Vallamulla•3:15 PM

This week we added native Salesforce integration alongside Composio, giving you more reliable CRM connectivity, plus significant improvements to how responses are rendered in chat.

Core Improvements

  • Native Salesforce Integration: Zams now supports both native Salesforce API and Composio-based connections. Native integration offers improved reliability and faster response times for Salesforce operations.
  • Salesforce Isolation: Fixed issues where native and Composio Salesforce connections were conflicting, ensuring clean separation between integration methods.
  • Markdown Rendering: Completely overhauled how markdown is rendered in agent responses, with better support for streaming, tables, code blocks, and formatted text.
  • ThinkingPanel Improvements: The thinking panel now properly handles long text with word wrapping and better overflow handling.

Bug Fixes & UI Enhancements

  • Fixed streaming markdown rendering to properly split sentences during real-time responses.
  • Resolved issues where bold markdown labels were being incorrectly split mid-word.
  • Fixed empty list items appearing in markdown output.
  • Improved text readability in ThinkingPanel and code blocks.
  • Fixed onboarding flow to ensure On-Demand Agent is always created for new users.
  • Cleaned up debug logs and confirmed Intercom is properly enabled.

Restored Zams Enrich & Stability Updates

Updates
Sai Veda Prakash Masetty•10:30 AM

This week, we’ve restored Enrich, refined onboarding, and resolved key issues to make your Zams workspace smoother and more reliable

Core Improvements

  • Zams Enrich Reliability: Enrich is now fully back online after resolving upstream API issues. It once again pulls accurate background and context data for people and displays the full profile UI as intended.
  • User Invite Flow: Streamlined onboarding loop now ensures invited users are properly guided through workspace setup and app connection.
  • Custom Integration Persistence: Custom app configurations and integration settings now save reliably without needing a manual refresh.

Bug Fixes & UI Enhancements

  • Fixed an issue where apps appeared “disconnected” inside chat even when active in Copilot view.
  • Resolved 500 error on the custom app update endpoint, ensuring smoother updates.
  • Shortcuts that weren’t correctly calling connected apps are now fully functional.
  • File tagging now works as expected across all connectors.
  • Fixed disappearing “droptags” in longer shortcuts for better workflow visibility.
  • Various minor UI polish and internal reliability improvements.

Navigation, UI & Integration Updates

Updates
Sreeja Vallamulla•2:15 PM

This week, we've introduced enhancements and fixes to streamline navigation, improve UI elements and ensure seamless integrations.

Core Improvements

  • Copilot as New Landing Page: The default Zams landing page now opens to the new Copilot view instead of the agent list, making it easier to run commands right away.
  • Invite Flow Improvements: Fixed and streamlined the Invite User process for a smoother team onboarding experience.
  • Model Update: Updated Claude Sonnet 4 as the recommended model for most sales-related use cases, delivering higher accuracy and better context handling.
  • Salesforce: Fixed intermittent connection issues and added a stable fallback mechanism to maintain continuous sync and reliability.
  • Grain: Resolved authentication errors caused by a recent AWS outage, ensuring consistent data access and uninterrupted automations.
  • Gong: Fixed an issue that caused incomplete data caching for new users, improving context depth and overall performance.
  • Slack: Resolved an authentication bug that prevented some users from completing OAuth setup successfully.

Bug Fixes & UI Enhancements

  • Better colorful gradients across the Copilot page for a more polished look.
  • Minor UI enhancements to improve performance and responsiveness across integrations.

Expanded Stability Across Apps

Updates
Sai Veda Prakash Masetty•4:45 PM

This week we rolled out a new set of improvements and fixes designed to make Zams more reliable and insightful across your GTM stack.

Core Improvements

  • Ensured connected apps stay reliably linked — fixing cases where the LLM reported missing access even when connections were active.
  • Multiple apps can now run within the same command, enabling smoother, more complex automations.
  • Web search and app integrations now work together seamlessly for richer, real-time context.
  • Continued hallucination reduction across all integrations for more consistent and accurate responses.
  • Enabled web search in ambient agents for complex automation tasks
  • Added ability to download files from Dataspaces.
  • Salesforce: Added support for updating custom objects, expanding automation flexibility.

New Launches

  • Agent Templates: You can now start from ready-made templates to create agents faster and explore common use cases with ease.
  • Copilot Page: The Copilot input bar for running one-off commands now lives on its own dedicated page — giving you more space and focus when running quick tasks.

Bug Fixes & UI Enhancements

  • File previews are now available in Dataspaces.
  • Fixed issues with multiple apps failing to work within the same automation.
  • Improved internal caching and filtering to reduce latency and enhance data accuracy for Gong integration.
  • Minor UI enhancements for better performance and responsiveness across integrations.

Improved reliability for Salesforce, Hubspot and Gong [Part 1/2]

Updates
Nirman Dave•11:20 AM
Improved reliability for Salesforce, Hubspot and Gong [Part 1/2]

This week we rolled out a new set of improvements and fixes designed to make your experience with Zams smoother, more accurate, and more powerful. This is Part 1 of the updates, Part 2 will roll out next week.

Core Improvements

  • Fixed hallucinations for Salesforce and HubSpot across all models.
  • Dataspaces are now global, so you can upload once, tag, and reuse across all agents without re-uploading.
  • Enhanced Gong integration and added a 2-hour window memory system to reduce hallucinations and ensure more accurate, consistent answers, specially for follow-up questions.
  • Improved the Z1 Engine to more precisely map and call the correct API endpoints within each app, delivering higher accuracy and reliability across all automated tasks.

New Launches

  • HubSpot Enhanced: stronger capabilities for retrieving emails and accessing nuanced HubSpot data.
  • Claude 4.5 and Citations in Chat features launched to select beta users; full rollout scheduled for next week.

Bug Fixes & UI Enhancements

  • Fixed Droptag selection bugs.
  • Added support for tables and accordions in the chatbox UI.
  • Sidebar thinking panel improved for easier reading and navigation.
  • Fixed issue where text in the thinking panel was cut off.
  • Added ability to copy chat responses in plain-text Markdown style.

Meet Zams: The AI Command Center

Launch
Sai Veda Prakash Masetty•1:00 PM

Zams is now publicly available We are excited to announce that Zams is officially live for all users. After months of private pilots and feedback from early customers, we are opening up access to everyone. With Zams, you can connect your GTM tools and run workflows in plain English. Automate busywork, sync data, and give your team more time to focus on selling. This release marks the beginning of a larger journey. We will be rolling out new integrations, advanced automations, and enhanced governance features in the coming weeks.