Changelog

Just over a week since our last note, but a meaningful push went out today. The main story this round is a simpler way to manage your Sonar and Headhunter searches, alongside a batch of upgrades to CRM and Envoy, and a fresh new look across the platform.

Sonar and Headhunter: a simpler way to manage searches

The old separate tabs for "History", "Scheduled searches", and "Saved searches" have all been consolidated into a single "Searches" tab. Every run, whether you kicked it off manually or it came from a saved or scheduled search, now lives in one place.

The way runs are displayed has changed too. For each run, you can now see the full search form that was used alongside its results, so it is much easier to understand what was asked and what came back, and to tweak and re-run a search without rebuilding it from scratch.

The old "Inbox" tab has also been renamed to better reflect what it shows: "Signals" in Sonar and "People" in Headhunter.

CRM

A round of targeted improvements:

• Tasks. Complete redesign with a cleaner layout, a working assignee filter, and proper pagination.
• People. Sortable columns (the sort state is saved in the URL so it survives a reload), a hover card on names for quick contact previews without leaving the list, and consistent label casing on tags and sources.
• Detail views. An "Add to list" button up top, a new "Add to sequence" button that drops a person straight into Envoy, list membership visible in the sidebar, and a primary contact badge on companies.
• Inbox. Paginated mail list, server-side folder filters, and a unified compose-and-reply drawer that slides in from the bottom-right.
• Companies. Deal currencies now display per-deal on the list view, funding amounts are formatted properly, and country is derived from location when it is missing.

Envoy

• The Sequences list is now paginated for accounts with many sequences.
• A new Sequences section in the person detail sidebar lets you see what is running for that contact at a glance.
• Completed sequences are hidden from the picker by default, so adding someone to a sequence is faster.

A new look

The platform has had a full visual refresh, you'll spot it as soon as you log in. New brand palette, refreshed typography, and a sharper feel across buttons, inputs, modals, and the rest of the UI. The goal is to simplify and make the platform feel easier to use and more modern to work within. We will continue to refine this over the coming weeks.

Reliability

• Inbox unread counts refresh accurately when switching folders or archiving threads.
• Deal forms now stay open and surface real errors when a save fails, rather than silently closing.
• Sidebar clicks no longer leak through to the page underneath.

Coming up next

• The smart AI assistant we mentioned last month is well into build.
• Headhunter signals (people-level, not just companies) is on its way.
• Envoy v2 work is underway, focused on dynamic per-person flows.

As always, please send feedback. Message us directly any time.

The last few weeks have been one of our biggest shipping windows ever. We launched two major new product areas, gave the UI a refresh, and made dozens of improvements across CRM, Sonar, Headhunter, and Envoy. Here's the full breakdown.

New launchpad

The Launchpad has been overhauled to make it cleaner and easier to work with. Instead of a busy interface with lots going on, you now get a single consolidated stream of items that need your attention:

• Tasks assigned to you that are due today
• Emails awaiting your approval before being sent
• Messages received from prospects
• Hottest signals from Sonar

Every one can be actioned without leaving the Launchpad, so you can whizz through your business development and get back to the rest of your day.

The goal is simple: if you do nothing else but clear your Launchpad each morning, your business development will keep ticking along.

New asset library (alpha preview)

A new section on the main sidebar called the Asset Library, where you can upload your agency's collateral. Sales decks, pricing sheets, one-pagers, staff profiles, anything you'd want at hand. Once uploaded, your assets are accessible across every module and app on the platform.

Every document is parsed by our AI engine so the agents on the platform can draw on it. Envoy, for example, will use your uploaded assets to understand your business better and tailor its outreach to prospects accordingly.

Most file types you'd expect are supported: Word, Excel, PowerPoint, PDF, images, CSV, and JSON. They preview inline so you don't need to download anything to take a look, and we caption images so the AI assistant can find them when you ask.

The Asset Library is also the new home for Playbooks and Battlecards. They have moved out of Envoy because they have utility well beyond sequences alone.

Updated UI

The UI has had a small lick of paint. The most noticeable change is in our main apps, where the old sidebars have been removed and all navigation moved to a horizontal top bar, reducing clutter and giving your Inbox and other screens room to breathe.

A few smaller refinements you'll notice along the way:

• Envoy has a new look with wider step cards and a cleaner sidebar
• Dashboard cards now stack neatly and peek open on hover, with a smooth animation
• In-app notifications have moved to the bottom-right where they're less intrusive
• A handful of CRM detail layouts, signal timelines, and card corners have been tightened for a more refined feel

Envoy

Envoy has had a lot of attention to make it more stable, easier to use, and less confusing, alongside a simpler, cleaner interface:

• Live updates. When you launch a sequence, it now live-updates as it moves along, so you can see exactly how many recipients are at each step and view outputs as they're generated. Clicking a step's recipients indicator shows which recipients are in that stage and status.
• Campaigns. Group sequences under campaigns and manage them together, so your sequences stay organised.
• More step types. The "Add step" menu has expanded from a handful of generic options to 22 specific step types across 9 sections, from LinkedIn to WhatsApp, each with the right icon and behaviour.
• Outputs tab. Inside each sequence there is now an Outputs tab, making it much easier to see exactly what the sequence has created, and at which step. Switch from Sequence Steps to Outputs to view all your tasks and messages awaiting approval, or use the unified outputs page below.
• Unified outputs page. A new app-level Outputs view shows every email and task generated across every sequence in one place, with grouped and chronological toggles and a live badge in the sidebar.

Sonar

A lot of work this window went into making Sonar's results sharper.

• Better signals. The agent is stricter about what counts as a good fit and a fresh signal. Mature and niche markets surface incumbents properly, perfect-fit companies with no recent signal are no longer dropped silently, and website enrichment finds the right site more often.
• Improved live search progress. An animated in-progress execution view with intra-step messages shows what's happening at each stage in much clearer detail.

Headhunter

Headhunter has had a comparable lift on the people-sourcing side.

• Better candidates. A new multi-source researcher pulls from several places and reconciles the results, and a candidate qualifier step prevents weak matches from polluting the list. A stricter seniority filter drops "individual contributor" titles disguised as senior ones (so Director-level searches do not return Senior Engineers), and duplicates from LinkedIn URL variations are now disambiguated.
• Faster searches. Candidate extraction is now roughly twice as fast thanks to workflow optimisations.

Reliability and trust

A few things you will not see directly, but you'll feel:

• Privacy hardening across our analytics and error reporting integrations
• Faster loads on the initial page and on the assistant's first reply
• More resilient live workflow streams that reconnect cleanly after a connection blip
• Form recovery that preserves your unsaved work if a chunk fails to load mid-edit

Coming up next

We have momentum into the next sprint on:

• A smart AI assistant to help you get the most out of AgencyCore
• Headhunter signals, so you can track people as well as companies
• Envoy v2, focused on dynamic "next step" flows for individuals rather than pre-made sequences
• Continued search-quality improvements in Sonar and Headhunter, now that the evaluation harness lets us close gaps systematically

As always, please send feedback. Message us directly any time.