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CompletedFeatureShipped: Q3 2026

Knowledge, Cases & Customer Portals

Published answers and customer requests connected to your CRM

Customer-service tools connect maintained answers, structured requests, and self-service access. Available on Pro, Team, and Enterprise, subject to workspace permissions.

What's included

  • Knowledge - Review and publish articles for permitted audiences
  • Cases - Manage structured customer requests and replies
  • Portals - Invite customers to read permitted articles and submit cases
  • Access controls - Keep internal notes and unpublished content inside the workspace
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Also completed

● CompletedInteractive Chat & CanvasLive records, reports, maps, and meeting briefings in conversation● CompletedAI PresentationsCreate and edit branded decks with research and live report blocks● CompletedEditable Social GraphicsCreate and refine graphics alongside Outreach post drafts

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