This release helps you decide where to spend your week: which signals to act on, which deals need attention, and whether your next call will be recorded.
Each change below is explained the way you'll meet it in your week:
The situation you'll recognise
Before: what happened until now
What's new: where to click, with numbered screenshots
What it means for you and your deals
💡 Your words may differ. uman uses the words of your CRM. With HubSpot you'll see companies and deals; with Zoho, accounts and deals; with Salesforce, Microsoft Dynamics, SAP Sales Cloud or Odoo, accounts and opportunities. The screenshots show HubSpot's words, and the steps name both versions of each label.
🎯 See what's happening at your companies, and where uman found it
The situation
It's Monday morning and you're deciding which companies (or accounts) to contact this week. UPS has just reorganised its commercial team and launched a new offering.
You want to know about it before your competitors call.
Before you bring it up with the customer, you want to know where it comes from and when it happened.
Before
In most workspaces this page was called Leads and opened on a table.
A lead told you what was happening, but not where uman had found it. To check it, you searched for the news yourself.
Watch it in 15 seconds
The new feed, a suggested contact, and the switch to the table:
What's new: a feed of your new signals
Open Signals in the sidebar. It now opens on your new signals, one card each, newest first. Prefer the overview? Table at the top right shows all your signals, with more filters and the Excel export. Each card shows:
Why now: what happened, and why it matters for what you sell.
Sources: where uman found it, with the date of each one. Next to news and LinkedIn posts, a source can now also be one of your meetings, a note, or an email in your CRM.
Matches: the offerings, cases and inspirations from your portfolio that answer the event.
Suggested contacts: who to approach. Hover a contact to see their role, seniority and location.
Act from the card: Learn more asks the AI chat about this signal, Accept or Disqualify it, Manage owners, or Reach out to the suggested contacts.
What it means for you
You see what changed at your companies without opening them one by one.
You can check the source and the date before you mention a signal to a customer.
You go from signal to the right people in one place.
Signals and fit now look at where your own company sells: your own offices and countries, not those of a parent group or partner network.
ℹ️ Good to know. "Leads" is now called Signals in every workspace, also in the new-signals email. Old links still open the right page. Signals older than 30 days that were never acted on have been cleared out.
📊 See which deals are moving: score, owner and last activity
The situation
It's Friday and you're preparing the pipeline review. Your manager will ask which deals (or opportunities) are stuck, how strong each one is, and who owns it.
Before
Since the last release, the deal qualification score wasn't shown anywhere.
Created date showed the day uman first saw the deal, not the day it was created in your CRM.
Owners listed the colleagues who joined the deal's meetings, not the deal's owner in your CRM.
What's new: the deals list
On the Deals (or Opportunities) page:
Score is back. It's built from all of the deal's meetings and notes, and updates when they change.
Owner is the deal's owner in your CRM.
Contributors are the colleagues who took part in the deal's meetings. This column used to be called "Owners".
Last activity is the latest meeting, note or change in your CRM. The list is now sorted on it, so the deals that are moving come first.
Created date is the day the deal was created in your CRM.
What's new: the full qualification on the deal
Click a deal to open it. Under Deal qualification:
Each part of your qualification framework has its own tab and score.
The overall score, out of 100.
Strengths and Gaps: what you already know, and what to find out next.
The score also shows next to each deal under Running deals (or Running opportunities) on a meeting:
What it means for you
The deals going quiet stand out: the ones without recent activity sink to the bottom.
The score reflects the whole deal, every meeting and note, not just the last call.
Gaps tell you what to ask in your next meeting.
You see who owns each deal in your CRM without leaving uman.
ℹ️ Good to know. The score now lives on the deal: the meeting preparation no longer shows a score per meeting. If your workspace has chosen to hide qualification scores, they stay hidden. The deals Excel export gains the CRM owner, the CRM created date and last activity, and its "Owners" column is now "Contributors". Your choice of columns in the list resets once, so the new ones appear.
🤖 Know before the call whether the assistant joins, and why
The situation
Your discovery call with Siemens and Sony is on Thursday. You want the meeting assistant there to take notes, but the meeting has no video link yet.
Before
The meeting card said Assistant joins or Assistant off, but not why.
You could only switch the assistant on the meeting card.
What's new
The meeting card and the top of each meeting now show the same assistant control, with the reason:
A status line says whether the assistant joins and why: for example, that the meeting has no link yet, that nobody in the meeting has auto-join on, or that it can't join this meeting platform.
On a meeting you created in uman, Add meeting link lets you paste the link before the meeting starts, so the assistant can join. Without a link, uman suggests recording the meeting with the mobile app.
Hover the control to see which colleagues in the meeting have auto-join on, who turned the assistant off for this meeting, and a link to your assistant settings.
Meeting already running without the assistant? Click Ask assistant to join now.
Removed from the call? If someone removes the assistant during the call, the meeting tells you.
One switch for everyone: turning the assistant on or off applies to the whole meeting.
What it means for you
No more surprises after a call that wasn't recorded.
You can fix it before the meeting starts: add the link, or turn the assistant on.
ℹ️ Good to know. Once a meeting has started with the assistant in it, you can't turn it off from uman anymore.
✨ More improvements
Activity summaries update when you add a note
Add a note to a company or a deal (1), and its activity summary is written again straight away (2), so the summary reflects your latest note.
A Partner label for companies
Next to Prospect and Customer, you can now mark a company (or account) as Partner, and filter on it (1). Partners get their own orange tag (2). uman doesn't look for signals or new contacts at partners, so their signals column says they're not monitored (3). This applies for everyone as soon as one of the company's owners marks it as Partner.
And also
Your CRM emails inform your companies. With HubSpot or Salesforce, the emails logged on a company in your CRM over the last two years now feed its activity summary and what uman writes for you about it. Read them in the new Emails tab of the summary's sources. Emails sent only between colleagues are left out, and everyone who can open the company can read its emails. With HubSpot, emails appear once a colleague working on the company has reconnected HubSpot and approved the new permission to read emails.
One AI chat for everyone. The newer chat with sources is now the only chat, and your Home page has a chat box for everyone. You can no longer chat with a single document: open it to read its summary instead.
Retry a bulk add. When adding several companies at once partly fails, click Retry in the task queue to resend only the ones that can still be added.
Clearer meeting pages. Empty blocks in the preparation and follow-up now say what they will contain, and Running deals (or Running opportunities) shows what connecting a CRM adds.
Importing a list now goes through support. The Add companies (or Add accounts) window no longer offers Import from CSV. To import a list, contact support@uman.ai.
🔧 Fixed
Meeting preparations build on your earlier meetings more often. We fixed an issue where a preparation sometimes left out earlier conversations with the same customer, even when uman had found them.
Saving in Fix missing data works again. We fixed an issue where adding a participant's details on a meeting without a company ended in an error.
A clear message when your CRM login has expired. Instead of errors, uman now asks you to reconnect your CRM.
No empty company card on a deal without a company.
Questions? We're here to help.