Custom recording assistant name and Post-Sales Handoff skill
· Daphne Funston
Custom Recording Assistant Name
Workspace admins can now set the name the meeting recorder joins calls with, so attendees see "Acme Assistant" instead of "Day AI Assistant." Set it in Workspace settings → Domains and Name. The custom name is used when everyone the bot is recording for belongs to your workspace. Otherwise it falls back to the default.
Post-Sales Handoff Skill
The deal closed. Now the hard part: making sure CS knows everything sales promised.
Run /handoff Acme and your agent reads the entire sales cycle: every meeting, every email thread, the opportunity, and its stage history. Then it writes a handoff page covering why they bought, in the customer's own words. It lists every promise made, with who made it, when, and its status. Then success criteria, stakeholders, the customer's environment, risks, a first-30-days plan, and open questions. It's shared with your workspace and never made public.
Also shipped
Agents can put a hold on your calendar: Your agent can now create a calendar event just for you – if you use your calendar to plan out tasks this is a great way to help schedule your work.
Choose your pipeline's forecast field: Each pipeline can now pick which currency or number field drives the forecast totals on the board. Find it under Display → Forecast field. If no field is set, the board asks you to choose one instead of showing a fake zero.
Share links that work outside your workspace: When your agent shares a link to a public page it now uses the public link. External recipients no longer hit a login screen.
Tag teammates in Slack: When your agent posts to Slack, it can now look up your teammates and @-mention them so they get notified.
Schema page indicators: The Schema page now shows which custom properties have Populate from customer memory or Web Research turned on, so you can see your setup at a glance.