Changelog

Customers who use automations can now send individual one-to-one emails from the Email step.

A few highlights:

• Make automated emails read like personal messages

• Include the original thread in replies, so the conversation keeps its context

Pi on Planhat OS can now search the public web and draft and send emails, so you can research an account and follow up without leaving the conversation.

A few highlights:

• Ask Pi to look up public information about a company before a call

• Have Pi draft a follow-up email and send it for you

• Admins choose whether each tool is available, using Pi’s tool controls

Users on Planhat OS can now subscribe to message notifications on a specific profile or Topic. No one is subscribed by default.

What this means:

• Follow the accounts and Topics you care about

• Skip the alerts you don’t need

Customers who sync Gmail or Outlook can now bring shared team addresses, such as support@ or success@, into Planhat.

You can now:

• Map a Gmail group address to the team members behind it, so they appear as participants on the synced emails

• Send from a shared Outlook address

• Load the previous year of email from an Outlook shared mailbox, so the history is there from day one