More accurate AI research
- AI auto-research now uses the lead/contact information from the process context, rather than the person who triggered the run.
- The AI no longer treats your own internal contact details as something it should research, reducing the chance it pulls results for your organisation’s domain.
AI now writes to the right document
- When a process stage uses a tool that creates multiple documents, AI auto-runs now update the correct document for that stage (instead of overwriting the first one or creating duplicates).
Better reading of contact fields
- AI can now correctly interpret saved “party/contact” values in process fields, so research and outputs have the right contact context.