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Release Notes

March 1, 2026​

Template Management UI​

  • Create and manage email and Slack notification templates from a dedicated UI.
  • Preview and iterate on templates without leaving the app.

Shareable Dashboard Page​

  • Share dashboards with a clean, focused page experience.
  • Recipients see key metrics without needing to log in.

Cohort Analysis Refinements​

  • Streaming support for cohort insights for a smoother, faster experience.
  • Improved prompts for more actionable recommendations.

Fixes and improvements

  • UI polish for needle movers, dashboards, and focus areas.
  • Fixed layout and scroll issues across several pages.

February 1, 2026​

What's Next — Cohort Analysis​

  • Our new What's Next feature analyzes account cohorts to surface upsell, cross-sell, and expansion opportunities.
  • AI-generated insights highlight product combinations, needle movers, and recommended actions.
  • Streaming responses bring insights to life as they're generated.

Template Testing and Resource Grants​

  • Test email and Slack templates before sending to ensure formatting and variables work correctly.
  • Resource grants give workspace admins fine-grained control over feature access.

Flow Enhancements​

  • Flows can now send emails and integrate with HubSpot for reading and updating records.
  • Support for GCP (Google Cloud) components expands your integration options.

Fixes and improvements

  • Dashboard chart editing and stat-type chart support for cleaner visualizations.
  • Needle mover soft delete and undelete for better lifecycle management.
  • Account metrics now work in filters across the platform.

January 1, 2026​

AI Agents and Flow Automation​

  • Introducing AI Agents: create automated workflows powered by Renari that run on schedules or triggers.
  • Agents can query data connections, send Slack messages, and integrate with Salesforce.
  • Build custom flows with an interactive chat interface to test and refine behavior.

Focus Areas​

  • The new Focus Areas page surfaces tasks near due dates and recent notes in one place.
  • Prioritize your day without jumping between accounts.

Shareable Dashboards​

  • Create dashboards and share them via a public link.
  • Perfect for sharing insights with stakeholders who don't need full workspace access.

Container Accounts and Product Recall​

  • Container accounts now aggregate children for timelines, scores, and predictions.
  • Product Recall provides per-product audience analysis for renewal and upsell planning.

Fixes and improvements

  • Multi-product account views support global filters and improved column options.
  • Fixed account breadcrumbs and prediction display for product-specific models.

December 1, 2025​

Account Hierarchy and Multi-Product View​

  • Visualize parent-child account relationships with our new Account Hierarchy feature.
  • Multi-product workspaces get dedicated product tabs, breadcrumbs, and product-specific views.
  • See adoption, metrics, and driving factors per product for a complete picture.

New Connections: Attio and Fathom​

  • Connect Attio for CRM and deal data.
  • Connect Fathom for meeting recordings and notes.

Needle Mover Email Notifications​

  • Get notified when needle movers are assigned, updated, or when you're mentioned in comments.
  • Stay on top of critical account events without constantly checking the app.

Mixpanel and Enhanced Data​

  • Mixpanel connection now supports virtual table queries for deeper product analytics.
  • Workspace defaults and grounding configurations are easier to manage.

Fixes and improvements

  • Improved product journey funnel navigation and filter behavior.
  • Fixes for multi-product account views, row selection, and CSV downloads.

November 1, 2025​

Microsoft Teams Integration​

  • Connect Microsoft Teams to bring meetings and conversations into FunnelStory.
  • Sync group chats and meetings for a complete view of customer touchpoints.
  • Renari and needle movers now consider Teams data alongside Slack, Zoom, and other sources.

Jira Integration​

  • Connect Jira to sync issues, epics, and project data.
  • Link support tickets to Jira for streamlined workflow and visibility.

Custom AI Providers and Models​

  • Configure custom AI providers, including Google Vertex AI, with your own credentials.
  • Choose the models that work best for your workspace's AI features.

Nylas Email and Playbooks​

  • Nylas integration supports sending emails and syncing threads via webhooks.
  • Playbooks provide automation templates for common workflows and actions.

Fixes and improvements

  • Subscription tag signals are now enriched with additional context in notifications.
  • Improved handling of campaign events and conversation sentiment during syncs.

October 1, 2025​

Smarter Task Creation​

  • Create tasks from natural language: our AI parses due dates, assignees, and account associations from your task titles.
  • Support for multiple assignees lets you loop in the right people on shared tasks.
  • AI-suggested tasks are now powered by content labels for higher relevance.

New Data Connection: Amazon Athena​

  • Connect your Amazon Athena data source to run queries and build models on your data lake.
  • Seamlessly integrate Athena with your existing FunnelStory workflows.

Subscription and Product Filters​

  • Filter subscriptions by product and use count-based dimension filters for more precise segmentation.
  • Better control over which subscription data flows into your models and predictions.

Fixes and improvements

  • Needle mover matching has been improved for competitor mentions and bug reports.
  • We've refined the AI Task Manager experience and task filters.
  • Performance improvements for needle mover processing and chatbot responses.

September 1, 2025​

Content Labels — Smarter Categorization​

  • Introducing Content Labels: our AI automatically categorizes conversations and support tickets by topic, sentiment, and impact.
  • Get clearer needle mover matching for issues, bugs, and competitor mentions.
  • Renari can now query content labels to answer questions with more accurate, up-to-date context.

Notes for Multiple Accounts​

  • Attach a single note to multiple accounts for easier cross-account reference.
  • Keep related customer conversations and insights organized in one place.

Single Sign-On (SSO)​

  • Workspace admins can enable SSO for secure, unified access.
  • Streamline login for your team with your identity provider.

Needle Mover Reports and Grounding​

  • Needle mover Slack reports now support customizable filters and improved message formatting.
  • Workspace grounding lets you provide context that Renari uses across all answers.

Fixes and improvements

  • Needle mover state and assignee filters have been refined for clearer results.
  • Improved handling of deleted or stale account references in reports.

August 1, 2025​

Renari 3.0 — A Refreshed AI Experience​

  • We've introduced a new Renari experience with an improved chat interface and real-time streaming responses.
  • Get detailed AI-generated cards with charts and insights directly in your conversations.
  • Share feedback on Renari's responses to help us improve the assistant for your workspace.

Needle Movers, Reimagined​

  • Our redesigned Needle Movers experience gives you a dedicated page with powerful filtering, sorting, and pagination.
  • View AI-generated summaries for each needle mover and dive into a detailed timeline of events.
  • Chat with Renari directly from a needle mover to get context and next steps.
  • Needle movers can now be associated with multiple accounts for a clearer picture of impact.

Campaigns and Calendar Settings​

  • Stay on top of your email outreach with the new Campaigns page.
  • Configure your calendar integration and meeting sync preferences in the new Calendar Settings page.

Fixes and improvements

  • Rich text editing is now supported for task comments and campaign content.
  • Needle mover filters now include impact type to help you focus on the most critical events.
  • We've improved onboarding completion checks and account property display.

July 1, 2025​

Turn Conversations into Tasks, Automatically​

  • Our AI now reads your emails, call notes, and meeting transcripts to identify action items and promises.
  • Automatically suggests tasks for your team, ensuring nothing falls through the cracks.
  • Every suggested task links back to the original conversation for complete context.
  • Save time by eliminating the need to re-read long emails or listen to call recordings to create to-do lists.
  • We've added new ways to bring your customer information together in one place for a fuller picture of every account.
  • Connect to Elastic to pull in new data sources and get meeting notes automatically from Update.ai.
  • Ask our AI assistant, Renari, to search your public Slack channels and find important customer details hidden in everyday conversations.

Fixes and improvements

  • Pin Important Account Details: Keep the most critical info at the top of an account page by pinning it.
  • Add Multiple Domains to One Account: You can now add multiple email domains to a single company account.
  • A Faster, Smoother App: We've rolled out significant performance improvements, making account pages load faster and CSV exports more reliable for a polished overall experience.

June 1, 2025​

Introducing the Account Strategy Tab​

  • The new Account Strategy tab serves as a central hub for your goals by ingesting account plans and objectives directly from tools like Jira, Salesforce, and HubSpot.
  • Centralize and display account plans directly on the account page for a complete, contextual view.
  • Our health scoring now considers progress toward these goals, making scores more accurate and context-aware.

Prediction Confidence Ratings​

  • Our new Prediction Confidence Ratings add a crucial layer of transparency, so you can always trust the data you're acting on.
  • See "low" or "medium" confidence ratings next to scores where key data is missing.
  • Get a clear explanation for each warning, so you know exactly what data is needed to improve confidence.

Visualize the Impact of Needle Movers​

  • We're visualizing the directional impact of critical needle mover events to give you a clearer picture of influencing factors.
  • Quickly identify whether a needle mover signals a churn risk or an expansion opportunity.
  • Gauge the magnitude of the impact with a simple three-point scale for each event.
  • See an at-a-glance summary of how all recent needle movers are collectively impacting an account.

May 1, 2025​

Introducing AI Tasks​

  • We're excited to launch AI Tasks, powered by Renari, to automatically identify "Needle Movers" in customer accounts.
  • Renari analyzes signals like feature requests, support issues, or competitor mentions, evaluates their revenue impact, and creates ready-to-go tasks.
  • Reduce team workload by up to 50% and focus on high-impact actions.
  • Proactively prevent churn by addressing critical issues as they arise.

Renari's Enhanced Search Capabilities​

  • Renari can now search through notes stored in FunnelStory and answer questions based on the content.
  • Quickly find information across your entire knowledge base without manual review.
  • Surface insights that might otherwise remain hidden in your notes.
  • Save valuable time when preparing for customer meetings.

New Data Connections: Zoho Desk and Postmark​

  • FunnelStory now supports two new powerful data connections.
  • Zoho Desk Integration: Connect your Zoho Desk account to run sentiment analysis, identify needle movers, and enable Renari to answer questions based on ticket data.
  • Postmark Integration: With our new Postmark connection, you can leverage FunnelStory's email workflow capabilities, send professional email updates, and track engagement.

April 1, 2025​

Renari 2.0 - World’s First AI Data Engineer​

  • We launched Renari 2.0, our revolutionary AI Data Engineer powered by a patent-pending Agentic Customer Intelligence architecture.
  • Transforms how Customer Success teams operate with a single-agent approach that centralizes data ingestion, research, and problem-solving.
  • Proactively monitors usage, conversations, and engagement to highlight warning signals and opportunities.
  • Intelligently prioritizes risk factors and growth pathways to focus on the highest-impact actions first.
  • Frees your team to focus on strategic relationship-building by engaging customers directly.

New Notes Page​

  • View all your notes from different companies in one convenient location with our new Notes page.
  • See both imported and manually created notes in a single, streamlined interface.
  • Quickly find the information you need without switching between different company pages.

New Export Button on the Accounts Dashboard​

  • Take your account data wherever you need it with our new export functionality.
  • Export your accounts data to CSV format with just a few clicks.
  • Select exactly which columns you want to include in your export for customized reports.

March 1, 2025​

Customer Relationship Map​

  • Introducing our new Customer Relationship Map to visualize company-to-company connections.
  • See exactly which of your team members are talking to which individuals at your customer's company across all communication channels.
  • Quickly identify relationship strength with visual indicators based on communication frequency and engagement.
  • Discover weak links or missing connections in customer relationships to strengthen them proactively.

Import Notes From Other Tools​

  • We've added the ability to import notes from other tools like Gainsight directly into FunnelStory.
  • Flexible setup allows you to customize the notes system to work exactly how you need it.
  • Eliminate manual copying and keep all your important customer information in one place.

New Audience Signals​

  • Introducing signals that alert you when accounts move between Audiences.
  • Get immediate notifications whenever accounts enter or exit your Audiences.
  • Set up automatic emails to notify team members when these changes happen.
  • Audience signals can be sent to Slack and Microsoft Teams for seamless team communication.

Fixes and improvements

  • Improved the loading speed of the new Accounts Dashboard.
  • Enhanced accuracy of "Needle-Movers" signals to better track key account events.

February 1, 2025​

Revolutionary New Accounts Dashboard​

  • We've completely reimagined our dashboard to provide a unified view of your customer data.
  • See all your customer data in one place - from adoption to renewal - with instant access to account health and revenue predictions.
  • Our new "Needle-Movers" feature automatically spots key account signals like personnel changes and pricing discussions.
  • Enhanced health score now includes adoption, usage, and customer conversations.
  • Advanced filtering lets you quickly find accounts using powerful filters for revenue predictions, sentiment, funnel stage, and more.

Notes and Tasks​

  • Introducing our new Notes and Tasks feature for better organization and collaboration.
  • Create and manage notes across all your accounts.
  • Assign tasks and collaborate with team members.
  • Maintain privacy controls for sensitive information.

Fixes and improvements

  • Fixed minor UI issues in the Renari dashboard to improve user experience.
  • Improved Renari AI's response accuracy and processing speed.

January 1, 2025​

Renari AI Assistant Enhancements​

  • We've made major improvements to Renari, our AI assistant, to help you track action items and feature requests effortlessly.
  • Responses now appear in an interactive card format for better readability.
  • Smart conversation analysis that:
    • Identifies action items from discussions.
    • Tracks feature requests from customers.
    • Summarizes key tasks from meetings.
    • Analyzes conversations across Intercom, Slack, Zendesk, and other platforms.

New Data Connection: Redshift Database​

  • You can now connect directly to your Amazon Redshift database.
  • Easily configure FunnelStory data models for better analytics and reporting.

Fixes and improvements

  • Improved AI-generated email reports to provide more insightful trends.
  • Fixed minor UI inconsistencies for a cleaner interface.

November 1, 2024​

New Data Connections​

  • We've expanded our integration capabilities with support for several new data connections:
    • MongoDB: Connect directly to your MongoDB database
    • Microsoft SQL Server: Connect to your SQL Server database
    • Gainsight: Track customer events and success metrics
    • Amazon S3: Integrate with your data lake
    • Mailgun: Send emails through our workflow system
    • Pendo: Track product analytics and user events

Agentic Email Reports​

  • Introducing automated email reports powered by AI for effortless insights.
  • Schedule reports at daily or weekly intervals.
  • Receive AI-generated insights about your customer data directly in your inbox.
  • Track trends and patterns automatically without manual effort.
  • Share insights effortlessly with your team.

Fixes and improvements

  • Enhanced What-If Analysis with improved predictive modeling.
  • Optimized AI-powered task recommendations to better align with renewal management.

October 1, 2024​

Task Recommendation in Renewal Management​

  • Added AI-powered task recommendations to our Renewal Management feature.
  • Get smart task suggestions based on account predictions.
  • Easily add recommended tasks to your Task Management dashboard.

What-If Analysis for Renewal Management​

  • Introduced a What-If Analysis feature as part of the Renewal Management toolkit.
  • Customer Success Managers can now simulate how changes in customer activities or interactions might affect retention/churn likelihood.
  • Users can adjust factor values to see potential impacts on customer retention.
  • The analysis provides clear differentiation between simulated and actual likelihood changes.
  • Results show the new likelihood and corresponding analysis for the simulated scenario.

Amazon Simple Email Service Integration​

  • Added support for Amazon Simple Email Service as a data connection.
  • Enables sending emails through our email workflows using Amazon SES.

Fixes and improvements

  • Product activity models now offer an optional toggle to affect product engagement calculations.
  • Improved the display of JSON-type Account Properties on the account page, by implementing improved formatting for better readability.

August 1, 2024​

Salesforce Service Cloud Integration​

  • Added support for Salesforce Service Cloud as a data connection.
  • Track support tickets in FunnelStory, similar to Zendesk and Freshdesk integrations.

Enhanced Renewal Prediction​

  • Major improvements to the Renewal Prediction feature for more accurate results.
  • Incorporated various additional data points into the prediction model.
  • Updated UI for easier understanding and improved usability.
  • Enhanced chatbot to answer questions related to renewal predictions.

Fixes and improvements

  • Added ability to sync "Account Properties" as part of the User Type CRM Sync.
  • Resolved a UI issue in the task management feature where the text box didn't automatically clear after adding a note.
  • Added domain field to Slack alert templates, enhancing the information provided in notifications.

July 1, 2024​

Renewal Management​

  • Introduced the AI-powered Renewal Management feature.
  • Identifies potential churn risks early.
  • Recommends appropriate retention actions for proactive customer relationship management.

HubSpot Deals Query Support​

  • Added support for querying HubSpot deals in model queries.
  • Utilizes a similar approach to SOQL blocks like HS_START, HS_END.

Fixes and improvements

  • Implemented filtering of customer journeys by audience in the Journey Map.
  • Corrected a navigation error where clicking on topic column values led to undefined pages, ensuring proper redirection.

June 1, 2024​

Enhanced Chatbot Experience​

  • Significantly improved the overall chatbot experience.
  • Increased accuracy of chatbot responses for better user interaction.
  • Added a feedback mechanism (thumbs up/down) for continuous improvement of chatbot responses.

Freshdesk Integration​

  • Added support for Freshdesk as a new data connection.
  • Enables fetching support tickets from Freshdesk.
  • Generates support ticket insights including ticket sentiment and topic tracking.

Fixes and improvements

  • Resolved an issue where CSV data was overflowing from the chatbot UI, improving the overall data presentation.
  • Fixed a display issue in the notification configuration screen when selecting signal triggers.

May 1, 2024​

FunnelStory Chatbot​

  • Meet our newest AI-powered assistant – the FunnelStory Chatbot!
  • Interact and ask questions about accounts, users, and activities within your workspace.
  • Get instant answers to queries like account activities, opportunities, and user engagement.
  • Simplify your data exploration with a friendly chat interface.

New Data Connections​

  • We've added Microsoft Teams integration for direct notifications in your MS Teams channels.
  • Connect your Databricks database to build custom models on your data.
  • New Gong integration generates meeting summaries tracked in FunnelStory.

Fixes and improvements

  • We've added new filters to our Smart Task Management feature.

April 1, 2024​

Smart Task Management​

  • Introducing Smart Task Management - a smarter way to handle tasks.
  • Our platform automatically creates tasks when accounts are stuck, marked as risks, or represent opportunities.
  • Tasks are intelligently generated from conversations, meetings, and support escalations.
  • Teams can manually add tasks with details like title, description, assignee, and due date.
  • View all your prioritized tasks in one dashboard, reassign, add notes, and mark as complete.

Journey Map with Additional Insights​

  • We've enhanced our Journey Map feature with additional insights.
  • Explore the retention zone to visualize activities and accounts within specific areas.
  • Gain a comprehensive overview with our new Journey Statistics section, including journey completion times and single-ton activities.

Activity Charts View​

  • Introducing our new Activity Charts View page for visualizing account activities.
  • Gain insights into your audience's behavior with visual representations of activity occurrences and associated account counts.
  • Make data-driven decisions to enhance your customers' experience.

Fixes and improvements

  • We've improved the UI/UX of the Journey Map for better interactions.
  • Minor bug fixes have been implemented across the platform.

March 1, 2024​

Journey Map​

  • We're excited to introduce our new Journey Map feature, providing invaluable insights into your customers' journeys.
  • This visual representation displays a flowchart-like view of account journeys, starting from a common entry point.
  • Apply filters to isolate and analyze specific account journeys, uncovering deeper insights.
  • Use these journeys to configure a Journey Funnel for more targeted analysis.

Discovered AI Audience​

  • Our Audiences feature now leverages AI to discover audiences based on the firmographic traits of your accounts.
  • Gain valuable insights into your customer base with AI-driven audience discovery.
  • Create and manage lists of users based on specific criteria for effective targeting and engagement.

Fixes and improvements

  • We've enhanced the overall performance of the platform for a smoother user experience.
  • Minor UI improvements have been made across various features.

February 1, 2024​

Meetings Tracking using Zoom​

  • We’re excited to introduce our new Zoom Integration feature. This feature allows you to maximize your meeting visibility. Easily track your Zoom meetings and leverage AI-generated summaries/transcripts to extract key points and measure overall sentiment.
  • Gain insights into customer sentiment, revisit past discussions, and assess relationship dynamics with ease. This will enable you to manage customer relationships effectively.

Account Enrichment​

  • Our Account Enrichment feature has been enhanced. You can now enrich your account data with firmographic insights for improved targeting.
  • These account traits can be used as filters throughout the product, ensuring precise audience segmentation and personalized engagement and campaigns.

ICP Audiences​

  • Discover your Ideal Customer Profile (ICP) effortlessly with our improved Audiences feature. Our AI will guide you in identifying top-performing user-profiles and suggest relevant ICPs.
  • You can create targeted user lists based on ICP filters, and easily sync them with HubSpot for streamlined marketing workflows.

Fixes and improvements

  • We've improved the Data Model Configuration flow to provide a better user experience.
  • We've resolved a minor UX issue where users were getting stuck on the model config screen during onboarding.

January 1, 2024​

Subscription Tags & License Utilization Metric​

  • Introducing Subscription Tags! We've made it possible for you to configure these tags - Retention, Upsell, Expansion, Churn - based on the signals and metrics that matter most to you.
  • Our new metric allows you to keep track of your license utilization. You can also configure subscription tags on top of the license utilization metric.

Slack Notifications v2​

  • We've updated our slack notifications now you can send notifications to different channels.
  • We've added a new notification template that provides teams with additional information about the event.
  • Our UI/UX of this feature has undergone a makeover for a more user-friendly experience.

Updated Dashboard View​

  • We've enhanced the overview dashboard with additional charts and insights.
  • Now you can gain a great understanding of how your accounts are performing and identify areas of improvement.

Fixes and improvements

  • We've improved the AI suggestions for data models and journey funnels.
  • We've fixed minor UI issues that occurred during user onboarding.

December 1, 2023​

AI-Driven Data Modeling​

  • We've improved data modeling with the integration of AI capabilities.
  • AI now suggests data models by analyzing database tables, eliminating the need for manual SQL queries.
  • This enhancement aims to reduce configuration time, allowing users to focus more on data analysis and insights.

AI-Driven Journey Funnels​

  • We've updated the funnel planning process with AI insights.
  • AI now recommends activities for each funnel stage based on an analysis of top-performing customer behaviors.
  • This data-driven approach is designed to optimize funnel activities, aligning them with proven successful patterns.

AI-Driven Onboarding​

  • Experience an updated onboarding process with AI efficiency.
  • Our new onboarding flow, powered by AI, ensures users can start operating within 5 minutes.
  • AI takes care of all configurations, providing a seamless introduction to FunnelStory, complete with a sample database for practical exploration.

AI-Driven Workflows and Email Recommendations​

  • We've introduced AI recommendations to enhance workflow automation.
  • FunnelStory's AI analyzes triggers and actions within the funnel, suggesting optimized workflows.
  • AI support extends to email workflows with personalized email content recommendations, simplifying the automation process.

Fixes and improvements

  • The Workflows UI has been updated, improving user navigation and speeding up the configuration process.
  • We've improved charts on the account page, making them more user-friendly and easier to understand.

November 1, 2023​

Enhanced Onboarding Checklist​

  • We've revamped the onboarding checklist for a smoother experience.
  • The checklist is now more user-friendly and includes additional steps to guide you in setting up your initial workflows.

Intercom Chatbot Integration​

  • FunnelStory now features an Intercom chatbot.
  • The chatbot provides quick help and directs you to the right support, making your experience with our app more efficient.

Fixes and improvements

  • Improved the loading speed for charts on the dashboard, making your dashboard quicker.
  • We've simplified the data model configuration process, now only the data connections that are compatible with a specific model will be visible.

October 1, 2023​

Audit Logs​

  • Introducing Audit Logs, a new feature for FunnelStory customers.
  • Audit logs give you a quick look at all the actions performed by users in your workspace like creating, changing, or deleting things.

Manage Subscriptions​

  • Introducing Subscriptions, a new feature for FunnelStory customers.
  • Now, you can easily take charge of your subscription plan, billing details, and see how much you're using FunnelStory, all from the new Subscriptions page.

Added Mixpanel as a Data Connection​

  • Introducing Mixpanel, a new data connection for FunnelStory customers.
  • Connect your Mixpanel account to FunnelStory to analyze user behavior and product usage.

Fixes and improvements

  • We've made the screen for setting up a Journey Funnel look better and work better.
  • We've also added new columns to the topics dashboard, showing the list of accounts that relate to each topic.

September 1, 2023​

FunnelStory Dashboard​

  • Introducing the FunnelStory Dashboard, providing a comprehensive overview of your product business.
  • Real-time metrics on account progression, risk assessments, funnel health, and customer sentiment.
  • Dive into your data to understand customer behavior and track key performance indicators.
  • Get actionable insights for data-driven decision-making.

Topic Tracking​

  • Introducing Topic Tracking, a new feature for FunnelStory customers.
  • Monitor keywords and topics mentioned by your customers.
  • Analyze sentiment, explore related topics, and track keyword mentions.
  • Enhance your decision-making process with comprehensive insights derived from Zendesk, Slack, and Intercom data sources.

Users Dashboard​

  • Introducing the Users Dashboard, a new tool for FunnelStory customers.
  • Access a comprehensive list of users across all accounts in your workspace.
  • Customize your dashboard by selecting the columns to display.

Fixes and improvements

  • Updated email notifications to include even more information about your workspace.
  • Updated the overall UI of the product to improve the user experience.
  • Added new charts to the account properties tab on the account page.

August 1, 2023​

Alluvial & Sankey Charts​

  • Introducing three new charts to the accounts dashboard: Alluvial, Sankey, and Scatter Plot charts.
  • The Alluvial chart visualizes the flow of accounts between stages in your funnel.
  • The Sankey chart visualizes the flow of accounts within a stage.
  • The Scatter Plot chart provides insights into account funnel state relative to funnel stage conditions.

SLA Breaches​

  • Unveiling the new SLA Breaches feature to monitor account SLA breaches. Support SLA Breaches are computed from Zendesk support tickets, while Conversation SLA Breaches stem from Slack conversations.
  • Dedicated dashboards for Support SLA Breaches and Conversation SLA Breaches are available on the account page. Gain insights into status, priority, severity levels, sentiment, and more. Jira ticket links are displayed if your Zendesk support ticket is linked to Jira.
  • New columns related to SLA breaches have been added to the accounts dashboard, including SLA Tier Name, SLA Tier Assigned By, SLA Breach Support Ticket, SLA Breach Conversation, and more.

Assign Accounts To Team Members​

  • Introducing the Assign Accounts feature, allowing account assignment to team members. This will help your team members focus on accounts that require attention as they will have a personalized view of their assigned accounts on the accounts dashboard.
  • On top of assigning accounts to team members, you can also assign a designation to each team member. Here is the list of designations available:
    • Account Executive
    • Customer Success Engineer
    • Customer Success Manager
    • Sales Engineer

Email Notifications​

  • Commencing Daily/Weekly email notifications to users. These emails provide an account summary based on the configured Funnel

Fixes and improvements

  • Automated assignment of names to conditions in the funnel stage and health tags. Manual naming of conditions is no longer required.
  • Added new filters to the accounts dashboard, such as Funnel State, Recent Activity, Recent Signal, and more.
  • Workspace ID is now part of the URL so that you can easily share your workspace with others and can have multiple workspaces open in different tabs.

July 1, 2023​

Funnel State​

  • Introducing the Funnel State column in the accounts dashboard. Easily track whether active accounts are Stuck, Slow, or On Time in the funnel. This feature is invaluable for monitoring and addressing accounts that are stuck and require attention.
  • Gain insights into median time taken by accounts to transition between stages, identifying accounts moving slowly through the funnel.
  • New Funnel State Change Signal added to track changes in the funnel state of accounts.

Done Stage​

  • Addition of the Done funnel stage at the end of the funnel. This facilitates tracking of accounts that have completed all funnel stages.

Health Tags​

  • Unveiling the Health Tags feature, offering 3 distinct health tags:
    • Opportunity Tag
    • Risk Tag
    • Caution Tag
  • Configure health tags as per your business requirements. For example, assign the Opportunity Tag to accounts with daily product engagement.

Fixes and improvements

  • Refined funnel stage logic. Accounts now need to fulfill conditions of previous stages to progress, ensuring accurate funnel progression.
  • Enhanced account page UI for a cleaner and more user-friendly experience.

June 1, 2023​

Activity Charts on Account Page​

  • Introducing a variety of activity charts to the account page, enhancing insights into account and user changes. Charts include:
    • Product Activity
    • Non-Product Activity
    • Account Engagement
    • Total Users
    • Feature Adoption
  • Added ability to filter charts by date range. Chart downloads are also supported.

New Accounts Dashboard​

  • Revamped accounts dashboard for a quick overview of your accounts. Customize columns to display essential data.
  • Filter accounts based on engagement, support ticket sentiment, and more.
  • Sort accounts based on column headers.

Fixes and improvements

  • Improved UI for model configuration, supporting addition of multiple account properties.
  • Enhanced UI for the account page, simplifying navigation between sections.
  • Notification icon added at the top for easier tracking of account signal updates.

May 1, 2023​

AND/OR Conditions in Journey Funnel​

  • Introducing the ability to incorporate AND/OR conditions within the journey funnel. This enhancement empowers you to construct intricate funnels tailored to your needs.
  • Additionally, you can now utilize metrics and account properties as conditions while configuring a funnel stage.

Support for New Data Sources​

  • FunnelStory now extends its support to include Snowflake and BigQuery as data sources, expanding your options for data integration.

CRM Syncs​

  • Enhancing data synchronization capabilities, FunnelStory enables the seamless transfer of FunnelStory-generated data back to your CRM. Leverage this functionality to synchronize data and drive customized workflows within your CRM environment.
  • We've also introduced an Account Type sync feature, automating the creation of deals in your HubSpot CRM.

Fixes and improvements

  • Precision refinement of the funnel stage logic to optimize accuracy.
  • Introduction of a search bar on the account page, streamlining account search.
  • Added the ability to rename an activity by modifying the associated data model.

April 1, 2023​

SSH Tunneling​

  • Introducing SSH tunneling support, enabling secure and efficient connection to your database, even if it's not publicly accessible.

Slack Notifications​

  • Seamlessly integrate with your Slack channel to receive real-time notifications. Stay informed about changes in your product and business, ensuring that your sales, marketing, and support teams are always up to date.

Fixes and improvements

  • Optimized model refresh time for faster data synchronization.
  • Implementation of audit logs for model refresh, providing transparency into refresh time and synchronized row count.

March 1, 2023​

Conversation & Support Ticket Sentiment Analysis​

  • Enhancing user engagement analysis, FunnelStory now tracks sentiment and emotion in your conversations and support tickets. Gain insights into user sentiment and emotions while using your product.
  • Introducing signals to monitor sentiment changes. Triggered alerts notify you of transitions between positive, negative, and indifferent sentiments in support tickets and general conversations.

Nudge & Lifecycle Events Workflow Template​

  • Introducing new templates in the Journey Funnel, facilitating the creation of Nudge & Lifecycle Events workflows.
  • Effectively re-engage users who haven't interacted with your product, or orchestrate lifecycle events for users who have completed specific actions.

Fixes and improvements

  • Enhanced user experience in workspace management, including workspace renaming and deletion.
  • Resolved the issue of selecting the same activity multiple times in multiple stages of the workflow.

February 2, 2023​

New Signals [Refactoring]​

  • Revamped signal functionality for enhanced flexibility. Introducing new signals to monitor pattern changes.
  • New signals include:
    • Activity Frequency Signal
    • User Growth Signal
    • Support Tickets Signal
    • Support Tonality Signal
    • Conversation Tonality Signal

Journey Funnel [Refactoring]​

  • Streamlined Journey Funnel for simplified workflow creation. Formerly known as Playbooks, the Journey Funnel now offers improved usability.
  • Additional templates provided for accelerated workflow setup, catering to both account-level and user-level scenarios.

Fixes and improvements

  • Expanded event timeline per-page limit to 30 records for comprehensive event tracking.
  • Rectified the issue of workflow failures caused by allowing users to have multiple active playbooks.
  • Enhanced journey funnel audit log, offering detailed insights into workflow runs.

January 1, 2023​

User Tagging​

  • Introducing custom user tagging capabilities. Effectively categorize users based on specific attributes, enhancing user tracking and segmentation.

Improved Event Timeline​

  • Enhanced event timeline functionality for improved tracking of product changes. Gain deeper insights into customer interactions and product engagement.

Fixes and improvements

  • Resolved OAuth flow issues for seamless user authentication.
  • Streamlined user invite and RBAC (Role-Based Access Control) flow, simplifying the process of inviting new users to your organization.
  • Rectified data synchronization inconsistencies during model refresh.
  • Simplifying workspace management, we've transitioned from "Organization" to "Workspace" for better clarity in your operational environment.

December 1, 2022​

Role-Based Access Control (RBAC)​

  • Enhancing organization management, FunnelStory introduces Role-Based Access Control (RBAC). Invite and assign users to distinct roles, ensuring precise data access management.
  • Available roles include:
    • Super Admin
    • Administrator
    • Data Admin
    • Account User

Fixes and improvements

  • Improved error handling during data connection setup.
  • Resolved the issue of playbook stages failing to detect activities.

November 1, 2022​

Add New Data Sources​

  • Expanding integration capabilities, FunnelStory introduces support for new data sources:
    • Zendesk
    • HubSpot
    • Intercom
    • Gmail

Add Salesforce Integration​

  • Seamlessly integrate Salesforce as a data source. Monitor account opportunities and activities within your Salesforce account.

Fixes and improvements

  • Rectified the issue of organization creation without a name.
  • Streamlined data connection validation process.
  • Enhanced account dashboard pagination for improved navigation.