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Schedule or automate AI agents

What is the challenge? I want to schedule an AI agent to run autonomously, based on a defined frequency. Alternatively I may want to prompt an agent to run using an automation. The challenge is that changes should be "co-authored" by the AI agen...
Dale Potter 9 months ago in AI assistant Likely to implement

Add support for searching Record ID in global Aha! search

What is the challenge? Currently, searching a unique record ID number (not reference #) does not return the record in a global Aha! search Reference # is supported currently with search, but record ID is easier to copy/paste from a list report...
Terence Osmeña 17 days ago in Application Future consideration

Clear prioritization rank when removing a record from prioritization view

What is the challenge? When customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...
Chrissi McNamara 3 months ago in Reports Future consideration

Highlight cards can show organization name and revenue on the insights report

What is the challenge? On insights reports, highlight cards do not display the customer organization name or their associated ARR. This makes it hard to quickly understand which customers are represented and how important they are from a revenue p...
Kelly Sebes 23 days ago in Insight reports Future consideration

Customizable insights reports

What is the challenge? Turning rich qualitative research into polished, audience-ready insights reports is slow and manual. Current reports are rigid, making it hard to tailor content for different stakeholders and questions. What is the im...
Kelly Sebes 23 days ago in Insight reports Planning to implement

Extend and enhance workspace custom roles to work similar to account custom roles

What is the challenge? Currently, a user's workspace user permission will trump any workspace custom role permissions All owner and contributor workspace actions are not included in custom roles (i.e. create record). This means workspace custo...
Terence Osmeña 24 days ago in Account settings / Application Future consideration

Allow the Filter updates field from Integration settings to be used in worksheets and reports

What is the challenge? The "Filter updates" field in Integration settings is not currently available in the reporting data model. It's not possible to pull this field into a worksheet or report to make any filters visible to users who are not the ...
Ben Hollier 19 days ago in Reports Future consideration

Dark Mode toggle

What is the challenge? When in dark mode, the colors appear different on things like charts, and it's easy to build a chart or other visual that does not appear correctly to light mode users. What is the impact? Right now I have to go to light mo...
Stephanie Sullivan 24 days ago in Application Future consideration

Add granular scoping controls for API keys

What is the challenge? API keys inherit the full permissions of the user who creates them, and there does not appear to be a way to scope the key itself to specific workspaces, folders, or record types. This creates concern internally when bui...
Jeremy Bruno about 1 month ago in API Future consideration

Conditional Scorecard Logic for Ideas

We use multiple scorecards under Ideas and need the ability to apply conditional logic. Specifically, when a user selects a particular Impact Type (e.g., "Retention" or "Existing Market Growth"), the system should dynamically present only the scor...
Guest 7 days ago in Ideas Future consideration