January Release: Fewer Clicks, Faster Results

With January's release, we're continuing to reduce the number of clicks it takes you to do what you need to do — from deep-diving into your Insights data to creating a new playbook.

Improved Insights Drill-Down

The answers you need are now fewer clicks away.

In Insights, you can now see, search, and sort your data without navigating to separate pages. Simply drill down into any dataset, and you can search, group by, sort columns, or export — all right within the slide-up panel.

File Import to Create Playbook

Spend less time creating playbooks and more time using them.

With our new File Import functionality, you can upload an entire playbook framework from a template file. This eliminates manual setup so you can launch playbooks faster and get your customers to value sooner.

Applicable Fields: Playbook Name, Description, and Value; Module Name & Related Playbook; Task Name, Description, Type, and Related Module.

Small Improvements. Big Impact. All Available Now.

These enhancements are live and ready to use today — giving your teams more speed, more structure, and more clarity across every customer project. If you'd like help putting these new capabilities to work, just let us know.