Updates

Smart list filtering based on your team structure and CRM ownership

• All accounts - Available only to organization owners, shows every account in your CRM
• My accounts - Shows accounts you own in the CRM
• My team's accounts - Shows accounts owned by you and your direct reports
• [Name]'s accounts - Individual views for each team member
• [Name]'s team accounts - For managers who have their own teams

• All deals - Owner-only view of all opportunities
• My deals - Your owned opportunities
• My team's deals - Opportunities owned by your team
• Individual and team views - Personalized views for each team member

• Integration-agnostic - Works seamlessly across all supported CRM integrations (Salesforce, HubSpot, etc.)
• CRM alias-based filtering - Uses actual CRM user IDs for accurate ownership filtering
• Smart disabled states - Options are disabled when team members don't have CRM users, with helpful tooltips
• Hierarchical team support - Supports multi-level team structures with automatic detection

1. Your role - Owners see "All" options, others see filtered views
2. Team structure - Direct reports and sub-teams are automatically detected
3. CRM user mapping - Only shows options for users who exist in your CRM
4. Permission levels - Respects your organization's data access policies

• Salesforce Accounts - Account ownership and team filtering
• Salesforce Opportunities - Deal ownership and pipeline management

AI agents that work together, just like your team

• Information sharing: Agents pass context and insights between each other automatically
• Task coordination: Complex workflows are broken down and distributed across specialized agents
• Cross-validation: Agents verify each other's recommendations for higher accuracy
• Unified output: Multiple agent insights are synthesized into coherent, actionable recommendations

• Meeting Agent + Deal Agent: Meeting insights automatically inform deal risk assessments
• Research Agent + Email Agent: Company research feeds into personalized outreach strategies
• Analysis Agent + Playbook Agent: Performance data updates and optimizes sales playbooks
• Competitive Agent + Strategy Agent: Competitor intelligence shapes deal positioning recommendations

• Deal review process: Multiple agents analyze different aspects and provide consolidated recommendations
• Account planning: Agents collaborate to build comprehensive territory and account strategies
• Opportunity scoring: Combined intelligence from multiple agents produces more accurate deal predictions
• Risk mitigation: Agents work together to identify and address potential deal blockers

• Holistic insights: See the complete picture from multiple AI perspectives
• Reduced blind spots: Different agents catch what others might miss
• Faster decisions: Parallel processing by multiple agents accelerates analysis
• Higher accuracy: Cross-agent validation improves recommendation quality

• Priority management: Agents understand which tasks take precedence and coordinate accordingly
• Resource optimization: Agents balance workload to ensure optimal performance
• Conflict resolution: When agents disagree, the system provides transparent reasoning
• Learning feedback loops: Agents learn from each other's successes and failures

Native Mac experience for power users

• Native notifications: Get meeting alerts and AI insights through macOS notifications
• Menu bar access: Quick access to recent conversations and insights
• Spotlight search: Find any meeting or conversation using Mac's built-in search
• Touch Bar support: Quick actions for recording and note-taking

• Faster loading: Native app performance vs web interface
• Offline access: View past meetings and insights without internet
• Background sync: Conversations process while you work on other tasks
• System integration: Works seamlessly with macOS productivity features

• All core Bigmind functionality in a native Mac interface
• Enhanced keyboard shortcuts for power users
• Dock integration with live meeting status
• Native sharing to other Mac apps

• Apple Calendar integration for automatic meeting detection
• Siri shortcuts for voice commands
• Apple Watch companion for meeting notifications
• Universal clipboard for seamless copy/paste with iOS devices

Turn every meeting into pipeline momentum

• Smart follow-up emails: Personalized messages based on actual conversation content
• Meeting scheduling: Automatic calendar invites for discussed next steps
• Action item tracking: Tasks assigned to relevant team members with deadlines
• Document sharing: Relevant resources sent based on conversation topics

• Contextual summaries: Recap key points discussed with each stakeholder
• Next step recommendations: AI suggests optimal follow-up actions
• Personalized talking points: Customized discussion topics for each participant
• Risk identification: Flags concerns that need immediate attention

• Role-based messaging: Different follow-ups for different decision makers
• Internal coordination: Team members get briefed on their responsibilities
• Timeline management: Automatic scheduling based on discussed deadlines
• Approval workflows: Route follow-ups through appropriate team leads

• Track which follow-up approaches drive the best response rates
• Monitor deal velocity impact from automated follow-ups
• Identify patterns in successful meeting-to-close sequences
• Optimize timing and content based on customer engagement data

• Follow-ups sync directly to your CRM with full conversation context
• Calendar invites include AI-generated agendas and prep materials
• Email templates adapt based on customer industry and role
• Document recommendations pull from your sales enablement library

Your personal deal strategist

• 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

• 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

• 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

Never lose context in conversations

• 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

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

• 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

Codify your winning sales strategies

• 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

• 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

• 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

• 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

Stay informed without the noise

• 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

• 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

• 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

• 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

• 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

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

Your calls, automatically transcribed and analyzed

• 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

• 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

• 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

Everything your sales team needs, in one place

• 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

• 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

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

Track what matters across all conversations

• 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

• 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

• 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

See exactly what drives your deals forward

• 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

• 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

• 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

• 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

Enhanced security and control for your team

• 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

• 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

Your AI meeting assistant

• 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

• 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 CRM and conversation intelligence, perfectly synced

• 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

Smarter voice detection for perfect transcripts

• 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

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

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Your sales intelligence, beautifully organized

• 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

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