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 assistantLikely 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 ApplicationFuture 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 This results in duplicate or outdated rank values persisting across rec...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 ReportsFuture 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 reportsFuture consideration
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 reportsPlanning 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...
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 ReportsFuture consideration
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 ApplicationFuture consideration
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 APIFuture consideration
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...