Updates

Get the latest updates and improvements to our platform.

AI-powered document templates with inline instructions

Turn any template into an AI-guided writing experience


Previously, using templates for documents like account plans, handover reports, or deal summaries required manual effort—fill in the sections, look up the data, copy/paste from your CRM. The AI could help, but it didn't know the specific structure or data requirements of your template.

Now, templates in Bigmind support AI instructions. Using a rich token in the editor, anyone on your team—no technical skills required—can embed granular instructions directly into a template. Each instruction tells the AI agent exactly what data to pull, which systems to query, and how to write each section.

When a user generates a document from the template, the AI follows every instruction precisely—pulling live data from your CRM, meeting notes, enrichment sources, and more to produce a complete, polished document that matches your template's structure in detail.

You can even add contextual hints based on which agent uses the template, giving the AI additional guidance on where to source specific pieces of information. Build your account plan template once, and let the AI write it perfectly every time—for every account.

Subagents for parallel, multi-step AI workflows

Give your agents the power to delegate


Previously, agents could use any of the tools assigned to them, but every tool ran within a single context. For complex workflows that required pulling data from multiple sources, this meant long chains of sequential calls—and a growing context window that could dilute the quality of results.

Now, Bigmind's agent builder lets you create subagents by simply grouping tools together. The parent agent intelligently delegates work to these subagents and can run them in parallel—researching and summarizing simultaneously rather than step by step. Each subagent operates in its own focused context, keeping results sharp and relevant.

Examples of what you can build:

CRM Research – Group your CRM tools into a subagent that deep-dives into account, deal, and contact data in one pass.

Online Enrichment – Bundle enrichment tools so the agent can research companies, funding, and technographics in parallel.

Sales Enablement Search – Combine tools that access your Confluence, Notion, website, and Bigmind library into a single knowledge-retrieval subagent.

The result: faster, more accurate responses and the ability to orchestrate complex multi-step workflows—all without writing a single line of code.

Sync and surface custom CRM objects

Bring your full CRM data model into Bigmind


Previously, Bigmind synced only base CRM objects—accounts, contacts, deals, and leads. If your team relied on custom objects like "Subscriptions," "Projects," or "Implementation Plans," that data stayed locked inside your CRM, invisible to your AI agents.

Now, admins can sync custom objects directly into Bigmind, pulling richer information so your agents can access the complete picture of every customer relationship. AI agents can be equipped with tools that leverage the relationships between custom objects and base objects—enabling agentic context for even the most complex data structures.

Beyond agent access, you can also configure sections and fields in Bigmind's UI that reference your custom objects, surfacing that data right where your team works. From product usage records to partner agreements, your custom data is now a first-class citizen in Bigmind.

Activity feed for talking point templates

See how your coaching templates perform in the field


Previously, sales enablement teams had no visibility into whether their talking point templates were actually being used during calls. You could build the perfect coaching framework, but tracking adoption and effectiveness meant relying on anecdotal feedback.

Now, every talking point template comes with a dedicated activity feed. See exactly when a template was used in a live call, how many questions reps followed from the script, and how many AI-generated suggestions were surfaced during the conversation.

This visibility lets enablement teams continuously refine their coaching content based on real usage data. Identify which templates drive the best conversations, spot areas where reps deviate from the playbook, and optimize the live coaching AI agent to deliver even more impactful guidance.

Email exclusion lists for Google Workspace

Control exactly which emails Bigmind syncs


Previously, when syncing emails from Google Workspace, every message was pulled in—including sensitive communications from legal, HR, or other teams that shouldn't be part of your sales intelligence. The only control available was to limit which users were synced by organizational unit, but there was no way to filter out specific senders or domains.

Now, admins can manage exclusion lists directly from settings. Add specific email addresses, entire domains, or pattern-based rules to prevent Bigmind from syncing emails to or from those senders. For example, block all emails from your legal department, exclude a specific HR mailbox, or filter out any address matching a pattern like *@internal.company.com.

Exclusion rules apply across all connected inboxes, giving you centralized control over what data enters Bigmind—so your team gets the sales context they need without the noise.

Customizable task library for your team

Make the AI work your way from the very first click


Previously, the task library—the curated prompts that greet users on the chat home page—was fixed. Every organization saw the same set of starting points, regardless of how their teams actually use Bigmind.

Now, admins can fully customize the task library to match their organization's workflows. Delete prompts that aren't relevant, tweak existing ones to better fit your terminology and processes, or create entirely new tasks tailored to your team's most common use cases—all from the AI Agents task library settings screen.

Whether your reps need a one-click "Prep for QBR" task or your CS team wants a "Summarize last 30 days of activity" shortcut, you can build it and have it ready for every user the moment they open a new chat.

Richer scorecard insights at a glance

A holistic view of every conversation score


Previously, scorecards gave you a flat summary—basic pass/fail scores with limited context. Now, the new scorecard view presents a rich, holistic breakdown of every evaluation. Scores are displayed alongside the answers and labels you've configured in the scorecard editor, so you can see exactly how each criterion was assessed and why.

Every answer, label, and weighted score is surfaced in a clear, structured layout—making it effortless to compare reps, identify coaching opportunities, and understand the full picture behind every score. No more toggling between views or guessing what drove a particular result.

Configurable Auto agent

Full control over how your AI routes and responds


The Auto agent is the orchestrator behind every chat in Bigmind—it decides which specialized agent to call, what tools to use, and how to answer your team's questions. Until now, this was a black box. Today we're giving admins full control over how it works.

From the new Auto agent settings page, you can customize the system prompt that governs routing decisions, choose exactly which tools are available (CRM, Meetings, Library, Enrichment, Custom tools, and more), and configure which sub-agents the orchestrator can delegate to—each with its own routing instructions.

Adding a sub-agent is as simple as picking an agent and one of its modes, then writing a short instruction for when the Auto agent should route there. Need to test your changes? A live chat panel sits right next to the config so you can validate behavior instantly before publishing.

All changes are staged and versioned with built-in conflict detection—so multiple admins can work on the configuration without overwriting each other. When you're ready, hit publish to make it live.

Improved chat experience

A smarter way to start every conversation


One of the most common pieces of feedback we heard was "I don't know what to ask Bigmind." That changes today. When you start a new chat, you're now greeted with a curated task library—organized by role—so you can instantly see what Bigmind can do for you and jump right in.

Whether you're a sales leader looking for at-risk deals, an AE prepping for next week's meetings, or a CS manager trying to save a churning account, there's a ready-made prompt waiting for you. Just pick a task, customize it if you want, and go.

Redesigned navigation with chat history


We've overhauled the main navigation to be cleaner and more focused. The sidebar is now simplified and also surfaces your recent chats, making it easy to pick up right where you left off. Every chat now gets an AI-generated title based on the conversation, so you can quickly scan your history and find the thread you need without guessing which one was which.

Floating Sidekick for seamless in-page assistance

Quick AI assistance, embedded right in your page


Sometimes you don't need the full side panel—you just need quick access to an AI agent or mini app without leaving the page you're on. Now, Sidekick offers a floating mode that embeds your AI assistance directly into any webpage, giving you instant help exactly where you need it.

Click the floating Bigmind button to open Sidekick embedded on your current page. Research a prospect while browsing their LinkedIn profile, get account insights while visiting a company's website, ask your AI agent to draft a message while reviewing lead information, or run enrichment mini apps without switching context. Everything stays contextual and immediately accessible. Need the persistent side panel that stays open across tabs? Command + Click the button to open Sidekick at the window level instead.

The floating button adapts to your preferences. Drag it anywhere on the page to keep it out of your way, hide it temporarily when you need focus, or dismiss it permanently for specific sites. You control when and how Sidekick appears, ensuring it enhances your workflow without being intrusive.

Available for Chrome extension version 1.3.29 and up.

Inline citations for transparent AI responses

See the sources behind every AI insight


Previously, when agents searched through your knowledge sources, you had to trust the AI's output without easy access to the underlying data. Now, citations appear inline directly in the chat whenever the AI references information from Confluence, your website, meetings, or documents from the library.

Simply hover over any citation to preview the source, or click to jump directly to the original document. This makes AI outputs more deterministic and significantly reduces the risk of hallucinations by giving you instant verification of where each piece of information comes from.

Every data source your AI agents access now becomes traceable and verifiable, building greater trust and confidence in your AI-powered workflows.

Turn your website into AI-powered sales intelligence

Your entire website, instantly searchable by AI


Previously, agents could only access manually uploaded documents from your library. Now, simply connect your website and Bigmind automatically pulls and indexes all content from your sitemap—keeping it synchronized with every update you make.

Your enablement agents can now surface the perfect marketing materials when drafting personalized outreach, pull relevant case studies that match your prospect's industry, reference product documentation to answer technical questions, and cite competitive positioning pages to strengthen your pitch—all without you having to manually upload or organize anything.

Connect your marketing site, documentation, blog, and customer resources hub. Give your sales team instant access to every piece of content you've created, exactly when they need it. The AI automatically finds the right information and includes inline citations so your team can verify and dive deeper.

Learn more about Website Integration →

One opt-out link per meeting

Cleaner meeting chats, smarter opt-out handling


Previously, every Bigmind user in a meeting would post their own opt-out link—meaning meetings with multiple Bigmind users could see 3, 4, or more duplicate messages flooding the chat. Worse, each opt-out was managed per person, not for the entire meeting.

Now, Bigmind drops just one notification per meeting—posted by the first user to join. The message reads "We are using Bigmind to transcribe & summarize calls. To learn more, receive a summary, or opt-out..." and allows any participant to opt out for everyone in the meeting, stopping all recording and transcription.

What's new in this release:

Single opt-out link - One message instead of multiple duplicates. Cleaner chat experience, and opting out now stops recording across all Bigmind users in the meeting.

Meeting activity timeline - Opt-outs, manual pause/resume actions by the host, and summary requests now appear on the meeting overview so you have full visibility into what happened during the session.

Screen share tracking - Track how long participants shared their screen. This metric appears under speaker engagement on the meeting session page, helping you understand presentation activity and engagement patterns.

Users can update to version 1.3.28 to enjoy these updates.

Granular permissions now support cross-functional access

Give cross-functional teams the access they need


Previously, Bigmind's permission policies let you granularly define user access following your organization's hierarchy. Now permission policies can also be configured to enable cross-functional teams—like sales enablement—to view meeting summaries, scorecards, and coaching analyses across groups they support.

Set up a policy that grants your enablement team visibility into seller meetings without giving them full admin access. They get the context they need to create better training materials and support reps more effectively, while your access controls stay tight.

Learn more about Permission Policies →

Review how your AI agents are being used

Understand real user interactions to improve your agents


Previously, once you deployed an AI agent you had limited visibility into how users were actually interacting with it. Now owners with View chat access can review all agent conversations to see exactly what users are asking and how the agent responds.

Browse through chat history, see which users initiated conversations, and identify patterns in how your agents are being used. Use these insights to refine your prompts, add missing knowledge, and build better agents over time.

Find it in Settings → Agents → Review chats (top right).

Introducing Automate: run AI agents at scale

Scale your research across your entire CRM


We're thrilled to announce Automate is now available in Beta to select customers. This is one of our biggest releases yet—and it fundamentally changes how you can leverage AI agents in Bigmind.

Until now, AI agents worked one conversation at a time. With Automate, you can run them against lists of hundreds or thousands of accounts, contacts, or deals simultaneously. Create a list, add columns to enrich and analyze your data, and let AI do the heavy lifting.

What you can do with Automate:

Pull data from your CRM - Import accounts, contacts, or deals and keep them synced.

Enrich with third-party data - Add company info, funding data, technographics, and more from enrichment providers.

Run AI agents on every row - Research competitors, analyze deal risks, summarize activity history—all automatically.

Generate emails and sequences - Create personalized outreach at scale, powered by your agents.

Connect custom tools - Pull data from your own backend APIs into your lists.

Build computed columns with templates, add AI-powered columns that run prompts or agents, and transform outputs however you need. It's the research power you've been using in conversations—now running across your entire pipeline.

Interested in joining the Beta? Reach out to your account manager.

AI usage breakdown

See exactly where your AI tokens go


You can now track AI token consumption across your organization with a detailed usage breakdown in Settings > Billing. View monthly totals, break down usage by agent or team member, and drill into individual records with timestamps and models used.

Find out which agents consume the most tokens to optimize your prompts, understand how your team leverages AI, and track background operations like transcription and automated enrichment. Filter by month to spot trends over time—no more guessing where your AI spend is going.

Vibe code your custom tools

Build integrations with natural language


Custom tools let you integrate Bigmind with your own internal backend endpoints to push and pull data. Previously, you'd configure the function, input parameters, and output response manually in the inline editor. Now you can vibe code it—just describe what you want and let AI generate the configuration for you.

Tell Bigmind what data you need from your internal systems, and it'll write the function code, define the inputs, and map the response. Once created, equip your agents with these tools so they can access your proprietary data alongside built-in integrations.

Learn more about Custom Tools →

Bigmind is now SOC 2 Type 2 compliant visual

Bigmind is now SOC 2 Type 2 compliant

Enterprise-grade security, independently validated


We're proud to announce that Bigmind has achieved SOC 2 Type 2 compliance, covering the Security, Availability, and Confidentiality Trust Services Criteria.

This isn't just a checkbox—it's an independent validation of the controls and operational discipline behind the platform. An external auditor reviewed our security practices, data handling, and infrastructure over an extended period to verify that we consistently meet the highest standards.

What this means for you: you can use Bigmind with even more confidence. Your data is protected by the same security framework trusted by enterprises worldwide. Whether you're in a regulated industry or simply care about protecting your customer conversations, we've got you covered.

Visit our Trust Center →

The new Agent Builder

Customize every mode to fit your workflow


Previously, agent customization was limited to the agent level—one prompt, one set of tools for everything. Now, customization happens at the mode level, giving you granular control over how each mode behaves.

For each mode, you can now configure:

System prompts - Write tailored instructions for each mode. Your Research mode can have a different personality and focus than your Engage mode.

Conversation starters - Define suggested prompts that appear in the chat empty state, helping users get started quickly with relevant questions.

Tools - Assign specific tools to each mode. Research modes get data lookup tools, Engage modes get email drafting tools—each mode gets exactly what it needs.

MCPs - Connect external services via Model Context Protocol, scoped to specific modes.

Knowledge - Attach documents, playbooks, and synced content from integrations like Confluence to give modes the context they need.

Changes auto-save as you work. Start with our defaults, then fine-tune each mode to match how your team actually sells.

Introducing Agent Modes

One agent, multiple specialized modes for every task


Previously, each AI agent had a single, fixed behavior—great for some tasks, but not optimized for others. Now, every agent comes with multiple specialized modes that adapt to exactly what you're trying to accomplish.

Account Agent: Switch between Research mode to deep dive into account data, market intelligence, and stakeholder mapping, or Engage mode to draft strategic emails and plan outreach.

Contact Agent: Use Research mode to understand relationship history and engagement patterns, then switch to Engage mode for personalized communication strategies.

Deal Agent: Deal Progression mode keeps your opportunities moving forward with next-step recommendations, risk identification, and playbook alignment.

Lead Agent: Research mode helps you assess lead quality, prioritize by conversion probability, and identify the best engagement approach.

Meeting Agent: Prepare mode helps you research attendees and plan talking points before meetings. Follow Up mode drafts professional emails and tracks action items after. Reflect mode provides coaching insights on what went well and how to improve.

Browser Agent: Research mode helps you learn about companies as you browse, without switching tabs.

Just select the mode that matches your task and get purpose-built assistance instantly.

Logging to Sentry for Mini Apps

Debug your mini apps with production-grade logging


Previously, when your mini apps encountered errors in production, you had to rely on user reports or limited browser console access to diagnose issues. Now, connect your Sentry account and get automatic error tracking, stack traces, and contextual data for every exception in your mini apps.

Simply configure your Sentry DSN in your mini app settings, and Bigmind handles the rest. Every unhandled exception, network failure, and runtime error gets captured with full context—including user actions, environment details, and the mini app state at the time of the error.

Learn more about Mini Apps →

Confluence integration for sales enablement

Your enablement content, automatically synced


Previously, you had to use Bigmind's library to manually load in your enablement material - uploading documents one by one and keeping them updated. Now, simply connect a subset of spaces from Confluence and let Bigmind automatically import everything.

Once connected, agents can search through your enablement material to tailor responses and craft better queries. Your sales team gets answers grounded in your actual playbooks, battle cards, and product documentation without the manual upkeep.

Learn more about Confluence Sync →

Semantic search through past meetings

Search across your meetings and your team's meetings


Previously, searching through meetings was only possible within a single meeting session or scoped to an account, contact, or lead. Now, when AI agents are given search tools, they can search through all your past meetings.

Ask broad questions like "Which customers did I promise to send a pricing proposal?" or "What deals mentioned a competitor in the last month?" or "Find all meetings where budget concerns came up." Additionally, managers configured with the appropriate access within your organization can now search through their team's meeting summaries.

Introducing Auto Agent

One conversation, all the right expertise


Previously, getting the most out of Bigmind's specialized AI agents required knowing which agent to use for each question: meeting insights from the Meeting Agent, account context from the Account Agent, deal information from the Deal Agent. For complex queries spanning multiple areas, you'd need to switch between agents manually.

Now, simply start a chat with Auto Agent and ask anything. Behind the scenes, Auto Agent intelligently routes your questions to the best specialized agent for each task, seamlessly handing off between them as the conversation evolves. Ask about a meeting you just had, then pivot to questions about the account. Auto Agent handles the transitions automatically.

Watch the handoffs happen in real-time through the thought indicator, and see each agent's distinct avatar as they take the lead. It's the full power of specialized agents, without needing to think about which one to use.

Improved Agent building experience

Build powerful AI agents with full control


The agent builder now gives you complete control over how your AI agents behave and what they can do. Customize system prompts to define your agent's personality and instructions, connect a knowledge base to give your agent access to your company's documentation, and extend capabilities with tools.

Connect out-of-the-box tools for common tasks like CRM lookups, calendar management, and email. Need something custom? Build your own tools or connect to any MCP (Model Context Protocol) server to integrate with external services.

Everything is configurable in one place - no code required.

Automatic language detection in Google Meet

Get accurate transcriptions without manual setup


Previously, reps had to remember to select the correct language to ensure accurate real-time transcription. If they spoke in a different language than the one configured as their default, transcription quality would suffer.

Now, Bigmind automatically listens to what's being spoken by you at the beginning of your meeting, and intelligently suggests the optimal transcription language. When a different language is detected, you'll receive a prompt to switch, ensuring you always capture conversations accurately.

This feature is available in the experimental settings of your Chrome extension (version 1.3.25 onwards) - toggle it on to try it out.

Build custom interfaces with Mini Apps

Consolidate your data sources in custom interfaces


Previously, you had to jump between multiple enrichment tools, internal dashboards, and spreadsheets to understand your prospects and customers. Now, create mini apps that pull together all your data sources - both internal and external - in one contextual interface.

Build a custom account dashboard that combines your CRM data, internal analytics, competitive intelligence, and enrichment data in one place. Configure it to automatically appear in Sidekick whenever your team views that account.

Chat with AI to build your mini app, or code it yourself with TypeScript and React. Deploy with one click.

Learn more about Mini Apps →

Guide reps with AI-powered Talking Points

Never miss a key question in discovery calls


Previously, reps had to memorize your sales methodology and remember which questions to ask. Now, configure talking points based on frameworks like MEDDICC or SPICED, and AI automatically fills them in during meetings.

Your team sees the talking point track in Sidekick during live calls, with AI capturing answers as the conversation progresses. Enable the Live Coach AI agent to get real-time coaching on what questions to ask next and how to navigate the conversation.

Talking points sync to your CRM automatically, ensuring critical discovery information is never lost.

Learn more about Talking Points →

Connect your own backend APIs with Custom Tools

Give AI agents access to your internal data and systems


Previously, AI agents could only access data from built-in integrations like HubSpot, Salesforce, and enrichment tools. Now, create custom tools that connect your own backend APIs, databases, and internal systems directly to your AI agents.

Build tools that fetch pricing from your ERP, pull customer success metrics from internal systems, update deal data in your databases, or trigger workflows in your custom applications. Your agents get the full context they need without leaving Bigmind.

Learn more about Custom Tools →

Associate documents with CRM objects

Give AI agents access to your account plans and proposals


Previously, important customer documents like account plans, proposals, and contracts lived in separate systems, disconnected from your CRM and invisible to AI. Now, attach documents directly to accounts, contacts, deals, and leads so your AI agents can access them when preparing for meetings, drafting emails, or answering questions.

Ask "What's our account plan for Acme Corp?" and AI references both your CRM data and the actual account plan document you uploaded.

Learn more about Documents →

Real-time event notifications with webhooks

Stop polling APIs for updates


Previously, you had to poll Bigmind APIs to check if transcriptions were ready or summaries were generated. Now, configure webhooks to receive instant notifications when events happen—transcriptions complete, summaries generate, or meetings end.

All webhooks are signed with HMAC SHA-256 for security, automatically retry failed deliveries, and include full delivery history for debugging. Set up your endpoint URL, select the events you care about, and start receiving real-time data.

Learn more about Webhooks →

AI agent-powered enriched fields

Stop manually researching prospects


Previously, you had to manually research prospects across multiple enrichment tools (Lusha, Cognism, Clay) and search the web for company insights. Now, configure AI agents to automatically research customers by combining enrichment data with internet research, synthesizing everything into actionable insights.

Set up automated triggers to research new prospects when they enter your pipeline, schedule daily or weekly updates to keep insights fresh, and have AI generate strategic recommendations and talking points. All insights flow directly into your CRM workflow.

Learn more about Enriched Fields →

Dynamic account and deal lists visual

Dynamic account and deal lists

Filter accounts and deals by team structure


Previously, you had to manually filter through all accounts and deals to find what's relevant to your role. Now, Bigmind automatically generates smart list views based on your team hierarchy and CRM ownership—see your accounts, your team's accounts, or individual team member views with one click.

Organization owners get an "All accounts" view. Managers see their team's accounts. Individual contributors see their own. Lists are dynamically generated based on your CRM user mapping and respect your organization's data access policies across all CRM integrations (Salesforce, HubSpot, etc.).

Learn more about Account Lists →

Improved multi-agent collaboration visual

Improved multi-agent collaboration

AI agents that work together like your team


Previously, each AI agent worked independently, analyzing information in isolation. Now, agents collaborate seamlessly—passing context between each other, cross-validating recommendations, and coordinating complex workflows across your entire sales process.

When a Meeting Agent identifies risks in a call, it automatically informs the Deal Agent to update risk assessments. When a Research Agent discovers company insights, it feeds that intelligence to the Email Agent for personalized outreach. Multiple agents analyze different aspects of deals and provide consolidated recommendations in one coherent view.

Learn more about AI Agents →

Follow-up meetings visual

Follow-up meetings

Stop manually writing follow-up emails


Previously, you had to manually write follow-up emails after every meeting, remember action items, and schedule next steps. Now, AI automatically generates personalized follow-up emails based on your conversation, creates action items with deadlines, and schedules next meetings—all synced directly to your CRM.

Different stakeholders get role-based follow-ups. Decision makers get summaries with next steps. Technical contacts get detailed discussion points. Your team gets internal briefings on their responsibilities. AI handles the follow-through so you can focus on the next opportunity.

Learn more about Meetings →

Deal AI Agent visual

Deal AI Agent

Your personal deal strategist


Meet the Deal AI Agent - your dedicated assistant that watches every opportunity and provides strategic guidance to help you close more deals faster.

What your Deal Agent does:
  • Risk assessment: Identifies deals at risk and suggests intervention strategies
  • Next best actions: Recommends the most effective next steps for each opportunity
  • Stakeholder mapping: Tracks decision-makers and their engagement levels
  • Competitive intelligence: Alerts you when competitors are mentioned or detected

Smart deal insights:
  • Momentum tracking: Monitors deal velocity and flags stalled opportunities
  • Budget signals: Detects budget discussions and procurement involvement
  • Decision timeline: Predicts close dates based on conversation patterns
  • Champion identification: Identifies your strongest internal advocates

Proactive notifications:
  • Get alerts when deals need immediate attention
  • Receive coaching tips for upcoming important calls
  • Know when to escalate or bring in additional resources
  • Stay ahead of competitive threats

Your Deal AI Agent is already analyzing your pipeline and will start providing insights immediately.

Context Bar for Chat visual

Context Bar for Chat

Never lose context in conversations


Introducing the Context Bar - your AI-powered sidebar that provides instant insights and background information while you chat with customers.

What you'll see:
  • Customer history: Previous meetings, emails, and touchpoints at a glance
  • Deal context: Current opportunity status, stage, and key stakeholders
  • AI insights: Sentiment analysis and conversation recommendations in real-time
  • Smart suggestions: Relevant case studies, pricing, and next steps based on the conversation

Works everywhere:
  • Slack conversations with customers and prospects
  • Email threads in Gmail and Outlook
  • CRM chat within Salesforce and HubSpot
  • Video calls during screen sharing sessions

Key benefits:
  • Never ask "remind me where we left off" again
  • Respond with perfect context every time
  • Spot opportunities and risks as they emerge
  • Close deals faster with relevant information at your fingertips

The Context Bar learns from every interaction to make your conversations more effective.

Advanced sales playbooks visual

Advanced sales playbooks

Codify your winning sales strategies


Introducing Advanced Sales Playbooks - transform your top performers' strategies into repeatable, scalable frameworks that your entire team can execute.

What you can create:
  • Conversation guides: Step-by-step scripts for different call types and scenarios
  • Objection handling: Proven responses to common customer concerns
  • Discovery frameworks: Structured questions to uncover pain points and opportunities
  • Closing sequences: Tested approaches for moving deals to the next stage

Smart automation:
  • Dynamic recommendations: AI suggests relevant playbook sections based on conversation context
  • Real-time coaching: Get prompted with next-best actions during live calls
  • Performance tracking: See which playbooks and techniques drive the best results
  • Team optimization: Identify which reps need support with specific playbook areas

Customization options:
  • Industry-specific: Tailor playbooks for different verticals and use cases
  • Deal stage mapping: Align playbook content with your specific sales process
  • Role-based access: Different playbooks for SDRs, AEs, and managers
  • Dynamic updates: Playbooks evolve based on what's working in real conversations

Team collaboration:
  • Sales managers can create and distribute proven frameworks
  • Top performers can share their winning approaches
  • Teams can collaborate on refining and improving strategies
  • New hires get instant access to institutional knowledge

Create your first playbook in Enablement → Sales Playbooks to start scaling your best practices.

Better notification management visual

Better notification management

Stay informed without the noise


Introducing enhanced Notification Management - intelligent controls that deliver the right alerts at the right time, keeping you focused on what matters most.

Smart notification priorities:
  • Critical alerts: Deal risks, urgent action items, and high-value opportunities
  • Performance updates: Goal progress, milestone achievements, and key metrics
  • Team coordination: Handoffs, mentions, and collaboration requests
  • System updates: Integration status, new features, and account changes

Intelligent timing:
  • Business hours respect: Notifications arrive during your working hours
  • Meeting awareness: Quiet mode during scheduled calls and focused work
  • Urgency detection: Critical alerts break through do-not-disturb settings
  • Batch delivery: Group non-urgent updates into digest format

Multi-channel delivery:
  • In-app notifications: Real-time alerts within the Bigmind interface
  • Email summaries: Daily or weekly digest of important updates
  • Mobile push: Critical alerts sent to your phone when away from desk
  • Slack integration: Updates delivered to your team channels

Personalization options:
  • Role-based defaults: Different notification sets for managers vs. individual contributors
  • Deal-based filtering: Only get alerts for opportunities above your threshold
  • Activity preferences: Choose which types of actions trigger notifications
  • Snooze controls: Temporarily pause notifications during focused work periods

Analytics and optimization:
  • Engagement tracking: See which notifications you act on most
  • Response time analysis: Understand your typical reaction patterns
  • Noise reduction: AI learns what you ignore and adjusts accordingly
  • Performance impact: Monitor how notifications affect your sales outcomes

Team coordination features:
  • Managers can set team-wide notification standards
  • Escalation rules for missed critical alerts
  • Shared notification preferences for account teams
  • Override controls for urgent situations

Configure your perfect notification setup in Settings → Notifications to stay productive and informed.

Aircall integration visual

Aircall integration

Your calls, automatically transcribed and analyzed


Connect Bigmind with Aircall to automatically capture, transcribe, and extract insights from every sales call - without any manual work.

What happens automatically:
  • Call detection: Every Aircall conversation is automatically identified
  • Real-time transcription: High-accuracy transcription as the call happens
  • Smart categorization: Calls are tagged as prospecting, demo, negotiation, or follow-up
  • Key moment extraction: Pain points, objections, and buying signals are highlighted

Insights you'll get:
  • Talk time analysis: See who spoke most and adjust your approach
  • Sentiment tracking: Monitor customer engagement throughout the call
  • Next steps identification: AI suggests follow-up actions based on the conversation
  • Competitive mentions: Get alerted when competitors are discussed

CRM integration:
  • Call summaries automatically sync to your Salesforce or HubSpot records
  • Deal stage updates based on conversation content
  • Action items are created for relevant team members
  • Call recordings are linked to the appropriate opportunity

Connect your Aircall account in Settings → Integrations to start capturing insights from every call.

Sales enablement management hub visual

Sales enablement management hub

Everything your sales team needs, in one place


Introducing the Sales Enablement Hub - your central command center for playbooks, templates, and winning sales strategies.

What's included:
  • Playbook library: Store and organize sales strategies by deal stage
  • Template center: Email templates, pitch decks, and proposal templates
  • Battle cards: Competitive intelligence and objection handling guides
  • Success metrics: Track which materials drive the best results

Key benefits:
  • Faster onboarding: New reps get productive immediately
  • Consistent messaging: Everyone uses proven, high-performing content
  • Data-driven optimization: See which materials win deals
  • Easy updates: Keep all sales materials current and accessible

For sales managers:
  • Push updates to the entire team instantly
  • Track usage and effectiveness of sales materials
  • Build institutional knowledge that scales

Transform your sales team from individuals to a unified revenue machine.

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Concept trackers

Track what matters across all conversations


Introducing Concept Trackers - intelligent monitors that automatically detect and track important topics, keywords, and themes across all your customer interactions.

What you can track:
  • Competitor mentions: Get alerts when specific competitors are discussed
  • Product features: Monitor which features customers ask about most
  • Pain points: Track common customer challenges and frustrations
  • Buying signals: Detect procurement, budget, and timeline discussions

How it works:
  • Set up trackers for any concept, keyword, or phrase
  • AI automatically identifies mentions across all conversations
  • Get real-time notifications when tracked concepts appear
  • View trends and analytics for tracked concepts over time

Use cases:
  • Competitive intelligence: Know when and how competitors are being discussed
  • Product feedback: Understand which features drive the most interest
  • Market research: Track emerging trends in customer conversations
  • Risk management: Get early warnings about potential deal risks

Set up your first concept tracker in Analytics → Concept Trackers.

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Improved activity attribution

See exactly what drives your deals forward


Introducing enhanced Activity Attribution - advanced analytics that connect every sales action to deal outcomes, showing you exactly which activities move deals through your pipeline.

What gets tracked automatically:
  • Meeting types: Discovery calls, demos, negotiations, and follow-ups
  • Email sequences: Which messages get responses and move deals forward
  • Content sharing: Documents, case studies, and materials that influence decisions
  • Stakeholder engagement: Which contacts are most engaged and influential

Attribution insights:
  • Revenue attribution: See which activities directly contribute to closed deals
  • Velocity impact: Understand which actions accelerate deal progression
  • Stage progression: Track what moves deals from one stage to the next
  • Win/loss correlation: Identify patterns in successful vs. failed deals

Performance optimization:
  • Activity scoring: Each action gets a performance score based on outcomes
  • Timing analysis: Discover optimal timing for different sales activities
  • Frequency recommendations: Find the right cadence for outreach and follow-ups
  • Channel effectiveness: Compare performance across email, calls, and meetings

Team insights:
  • Identify top performers' most effective activities
  • Share winning patterns across the entire sales team
  • Optimize coaching focus on high-impact activities
  • Build data-driven sales playbooks based on proven activities

View your activity attribution dashboard in Analytics → Activity Attribution to optimize your sales approach.

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Better access management

Enhanced security and control for your team


Introducing improved Access Management - enterprise-grade security controls that give you granular control over who can access what in your Bigmind environment.

Role-based permissions:
  • Admin access: Full system control and user management
  • Manager permissions: Team oversight and performance analytics
  • Sales rep access: Personal meetings and assigned accounts
  • Read-only users: View access for stakeholders and executives

Data security features:
  • Single sign-on (SSO) integration with your identity provider
  • Multi-factor authentication for enhanced security
  • Session management and automatic timeout controls
  • Audit logging for all user activities and data access

Set up your access controls in Settings → Access Management to secure your sales intelligence.

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Meeting AI agent

Your AI meeting assistant


Introducing the Meeting AI Agent - your intelligent companion that automatically captures, analyzes, and acts on every meeting conversation to drive better outcomes.

What your agent does automatically:
  • Real-time transcription: Capture every word with industry-leading accuracy
  • Smart summaries: Generate concise, actionable meeting recaps
  • Action item extraction: Identify and assign follow-up tasks
  • Sentiment analysis: Track engagement and emotional tone throughout

Intelligent insights:
  • Identifies key decision makers and their concerns
  • Detects buying signals and objections in real-time
  • Suggests optimal next steps based on conversation flow
  • Flags important moments for easy review

Your Meeting AI Agent works seamlessly across all major video conferencing platforms.

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Salesforce CRM integration

Your CRM and conversation intelligence, perfectly synced


Connect Bigmind directly with Salesforce to automatically sync meeting insights, contact updates, and opportunity progress without any manual data entry.

What syncs automatically:
  • Meeting summaries appear as activities on relevant records
  • Contact information is updated when new details are mentioned
  • Opportunity stages advance based on conversation milestones
  • Action items become tasks assigned to the right team members

Set up the integration in Settings → Integrations to eliminate manual CRM updates forever.

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Improved transcription VAD

Smarter voice detection for perfect transcripts


Introducing enhanced Voice Activity Detection (VAD) - our improved AI that better understands when people are speaking, resulting in cleaner, more accurate meeting transcriptions.

What's improved:
  • Better speech detection: Accurately identifies speech vs. background noise
  • Speaker separation: Clearly distinguishes between different speakers
  • Noise filtering: Filters out coughs, keyboard clicks, and other distractions
  • Silence handling: Properly manages pauses and natural conversation flow

Results you'll see:
  • Cleaner transcripts with less noise and filler
  • More accurate speaker attribution
  • Better AI insights from improved transcript quality
  • Faster processing with optimized voice detection

Your meeting transcriptions are now more accurate and reliable than ever.

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Botless AI meeting transcription for Google Meet

Revolutionize your Google Meet experience with our breakthrough botless transcription technology. No more awkward bot participants interrupting your meetings - just seamless, intelligent transcription running quietly in the background.

Our Chrome extension automatically detects when you join a Google Meet and starts transcribing immediately, capturing every conversation with enterprise-grade accuracy. Perfect for client calls, team meetings, and important presentations where you need professional documentation without the distraction.

Get started with our Chrome extension and transform how you capture meeting insights.

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New dashboard

Your sales intelligence, beautifully organized


Introducing our completely redesigned Dashboard - a modern, intuitive interface that puts your most important sales metrics and insights front and center.

What's new:
  • Clean, modern design: Streamlined interface for better focus and productivity
  • Customizable widgets: Arrange your metrics exactly how you want them
  • Real-time updates: Live data that refreshes as your deals progress
  • Quick actions: One-click access to your most common tasks

Key features:
  • Pipeline overview with visual deal progression
  • Recent meeting highlights and AI insights
  • Performance metrics and goal tracking
  • Upcoming tasks and follow-up reminders

Your new dashboard is ready and waiting - log in to experience the improved interface.