Here's what's new in uman — built to save you clicks and keep the content around your meetings sharper.
📄 Templates that fit each team
The Templates screen is now a searchable, sortable table where you choose which templates uman uses by default when it prepares and follows up your meetings:
You can set your own personal default templates for meeting preparation and follow-up.
Sales admins can set the workspace-wide defaults.
Workspace admins can set defaults for each team — and choose, per team, which template shapes that team's meeting CRM notes. When a meeting includes several teams, uman uses the template of the team with the most participants.
So the documents, slides and emails uman creates around your meetings match how each team actually works.
💬 AI Chat now keeps context and history
Every conversation shows what it's about — the deal, meeting, customer, prospect or other item it's tied to — in the chat list and at the top of the chat.
Open Previous chats from any item to continue an earlier conversation instead of starting over.
✅ Bulk actions on prospects and contacts
Select several at once and act on them together:
Prospects: pause, reactivate, or add to your prospects in bulk.
Contacts: mark as meeting booked, disqualify, reactivate, change campaign, retry outreach, or delete — together.
✨ Smoother everyday flows
Adding a customer with no automatically found company domain now asks you for it instead of failing — keeping the owners, offerings, CRM link and notes you already entered.
Meeting transcript downloads work reliably again.
More reliable recordings — meeting recordings now transcribe far more consistently, so fewer finish without a transcript.
If your workspace uses the weekly portfolio update email, it's being delivered reliably again.
Want to hide numeric deal qualification scores across your workspace (keeping the qualitative strengths and gaps)? That's now possible — reach out to support to switch it on.
Questions? We're here to help.