What's new

This page tracks meaningful changes to Evergrowth’s product documentation so you can see what is new or different since you last looked. It is kept current automatically as the product evolves.

2026-08

The account and contact pages have been rebuilt around a panel that always shows the record. Both pages now carry the same shell: a column down the left holding who the contact is or what the company is - contact details and persona mapping, or company information - plus that record’s custom fields, visible whichever tab you are reading and resizable by dragging its edge (the width you pick is remembered). The long strip of tabs is gone. A contact has four - Overview, Research, Practice, Activity - with LinkedIn insights, the DISC profile, and the persona card folded into Research, the digital twin and roleplay under Practice, and the task feed, CRM records, and changelog under Activity. An account has Overview (its account plans), Contacts, Research (which now also holds the business model), Relationship map, Activity, and Child accounts. Links you saved to the old tabs still open the right place. See Open and read an account detail page and Open and read a contact detail page.
Eva can now build your account list, not just work the accounts you have. Describe the companies you are after and she searches the LinkedIn and Crunchbase company data, tells you how many match and how many are genuinely new to you, and brings them in as accounts once you confirm the number. Companies already in your list are left untouched, and the accounts land on their own with you as the owner. See Add accounts from LinkedIn or Crunchbase and Eva.
The IBP column now sits near the front of the contacts list. It has moved to just after Account Score, so whether a contact is an Ideal Buyer Profile match is visible without scrolling sideways. See Contacts columns and filters.
An empty table now says so where you are looking. When a filter or search returns nothing, the empty-state message replaces the table instead of being drawn inside it, so on a wide list it is no longer pushed off to the side where you have to scroll to find it.
Ecosystems and research agent sandboxes are now two separate pages. The Agent Training Center overview offers a card for each, so you open the one you want instead of landing on a shared page and switching tabs. Ecosystem cards now show their verticals, their persona and vertical counts, and when they were last updated, with ongoing ecosystems listed first, and you can switch an ecosystem between Ongoing and Paused straight from the chip on its card. A sandbox holds accounts rather than verticals and is marked as a test environment. Adding or editing a vertical (or a sandbox account) now walks through a short series of steps, with a step each for the qualification and research agents that apply to it, so it can arrive fully configured rather than empty; duplicating one opens the same steps prefilled from the original. See Set up ecosystems and verticals and Ecosystem and vertical fields.
An agent can now be added to an ecosystem without building it from scratch, and moved between a sandbox and a live market. The plus icon on a Qualification Agents or Research Agents group offers Create new, Add agent used in other ecosystems, and Add from template, and a research group adds Add agent from sandbox so something you proved on a few named companies can be promoted into a live ecosystem. Inside a sandbox the same menu offers Add agent from verticals, the other direction, so a live agent can be reworked in the sandbox without disturbing the version your reps depend on. See Set up ecosystems and verticals and Create qualification and research criteria.
Eva now acts on a sensible reading instead of asking what you meant. A request like “give me my top ten accounts” is answered with the accounts, ranked, plus a line naming the measure she ranked them by and the other readings offered as choices you can select. Answers arrive in priority order with a stated first move, records come back laid out to scan or open rather than typed into a paragraph, and when she cannot do something she names the limit in one sentence and delivers the manual route with the content ready to use in the same reply. See Eva.
Eva can see which CRM you have connected. She reads your workspace’s own connections, so she works from your CRM data instead of telling a connected customer to connect a CRM or declining work she can do. If that check fails on a given turn she says she could not confirm it and tries anyway rather than reporting that nothing is connected, and she no longer reports an empty set of persona cards for a workspace that has them. See Eva and Integrations.
Dropdown options from your CRM stay current on their own. When your team adds an option to a dropdown field in the CRM after its mapping was saved, incoming records used to arrive with that field empty while still reporting as synced. Evergrowth now refreshes the option lists for mapped dropdown fields every hour, and again the moment a record arrives with an option it does not recognize, so the value resolves from then on. Records that already came in blank pick the value up the next time they change in your CRM. See Connect your CRM.
A sequence play now comes back with every step you asked for. A play built with more than three steps used to risk having its later steps merged together; each step is now written on its own, so a six-step sequence returns six distinct messages. Steps also keep their positions: if one produces no copy it stays as an empty step at its own number instead of dropping out and pulling the rest up, so a gap reads as an incomplete run rather than a shorter play. See Generate plays for a contact and A step in a sequence came back empty.
Tag changes now show in an account’s or contact’s Changelog. Adding or removing a tag is recorded like any other change, with who or what did it and when, so tags are attributable rather than just different from what you remember. At the same time the Changelog stopped logging entries where nothing actually changed, so a routine re-sync that rewrites the same values no longer pads the history. See Open and read an account detail page and Open and read a contact detail page.
Value proposition sources are now matched by their plain domain. A website added with a prefix is listed and looked up under the shortest form of its address, so it stays one source however you type it, and generation finds its content instead of waiting on a source it cannot match. When a source cannot be used, generation now names it and says whether to wait or to remove and re-add it. See Write and publish your value proposition.
A play can now see what your colleagues discussed at the same account. When a play’s instructions ask for prior interactions, the Play Copywriting agent now also gets a short read of the calls and meetings your team logged with other people at that account - a routing instruction like “go through the VP, not the analyst”, an objection someone else raised, a commitment your team made, or where the deal stands. It arrives with the same request rather than needing a separate one, and it is the piece that was previously invisible when writing to a new person at an account you already work. Each interaction now also records who it was with, so nothing a colleague said is attributed to the person you are writing to. See Play Copywriting and Write effective play instructions.
Qualification and research answers can now be edited straight from the ecosystem table. Hover the cell where a criterion row meets a vertical column and a pencil opens a small editor over that cell: set or change the answer, save with the checkmark, discard with the cross. Setting an answer where there was none also switches that vertical on for the agent, and the trash icon unassigns it again. Research Agent rows now show at a glance whether the agent is Enabled or Disabled for each vertical, with the pencil offering Assign or Unassign. The pencil on the criterion row itself opens the full agent editor, for changes to the question rather than the answer. See Create qualification and research criteria and Set up ecosystems and verticals.
Account plans can now be written from your CRM history. When your CRM is connected, the Account Planning agent can draw on what your team has already logged with an account - emails, calls, meetings and notes across its people, plus the deals open or closed against it - so a plan reasons about where the relationship actually stands instead of treating a worked account as new. The history is gathered across the account’s people rather than from the busiest thread, your logged calls and meetings are always kept, and an account with nothing on record is planned as a genuine first approach. See Account Planning and Generate account plans.
Uploading the same import file twice is now refused instead of hanging. Submitting the identical CSV again while the first import is still running is rejected up front with a message saying an import of that exact file is already in progress. Previously the second upload appeared to queue and then sat there indefinitely. See My CSV import did not create the records I expected.
Contacts now show their profile photo. Where a photo was found while enriching a contact from LinkedIn, it appears on the contact’s avatar in the contacts list and on their detail page; initials are still used when there is none. See Open and read a contact detail page.
Account agents can now be launched from the Contacts list. The agent picker on the Contacts list has an Accounts tab alongside the contact agents. Pick an account agent there and the workspace resolves your selected contacts to the companies they belong to - duplicates collapse to one account - then runs against those. Start from the people you care about and work their companies without rebuilding the same selection on the Accounts list. See Run a Qualification agent, Run a Research agent, Generate account plans, Run the Contact Finder, and Run the Domain Finder.
Plays can now be written from your CRM interaction history. When your CRM is connected and a play’s instructions ask for it, the Play Copywriting agent can draw on what your team already logged with that contact - past emails, calls, meetings and notes, plus the deals open or closed on their account - so a message can build on a real conversation instead of opening cold. It references only what is actually logged, and a contact with no history is written to as a genuine first touch. See Play Copywriting and Write effective play instructions.
Admins can generate a password reset link and share it directly. In Settings under Users management, the Reset password action on a person’s row now produces a copyable link instead of sending an email, for cases where the emailed reset is not reaching them. The link is valid for 7 days, and generating a new one invalidates older ones. See Manage your team.
The forgot-password screen now confirms where the link went. After requesting a reset you see the address it was sent to, can resend after a short countdown, and can switch to a different email without starting over. Only the newest link works. See Sign in.
A play that fails technically now shows as Failed. Previously a play that hit an error while generating could arrive as generated-but-blank; it now carries a Failed status with a technical-error reason, so a run that did not complete is distinguishable from a play that had nothing to say. See A play produces poor or inconsistent output.
Eva now keeps a history of your conversations. Open an earlier conversation to pick up where you left off, or start a new one for a different question - your past conversations stay available instead of disappearing when you close the chat. See Eva.

2026-07

A run that stops for credits can now be resumed. If a task feed run stops partway through because your company ran out of credits, it now shows an Out of credits status instead of failing outright. A Continue workflow button (on the task card, in Run overview, and in Per-record breakdown) picks the run back up from where it paused once your workspace has credits again, without redoing records that already finished. See Monitor running agents in the task feed.
CRM periodic sync now includes Engagements and Opportunities. Previously these calls, emails, meetings, and deals only came in through a manual Run Sync; now they arrive automatically on your periodic sync frequency, the same as Accounts and Contacts, wherever your CRM supports them. See Connect a CRM.
A task’s run report is now two views. Choose Run overview for the flow-map of the whole run (previously called See Report), or Per-record breakdown to search for one account or contact in the run and see just its own path through the steps, including which way it went at any branch. This per-record view is now open to any team member who can launch workflows, not only Admins. A step with skipped or errored records also shows an expandable list of the specific reasons, each with how many records it applied to. See Monitor running agents in the task feed.
CRM sync now labels calls/emails/meetings as Engagements. In the integration’s Run Sync window, sync history, and sync logs, this record type is now labeled Engagements instead of Activities, matching the term used elsewhere in the sync setup. This is a label change only, not a change to what syncs; the Activities tab on account and contact detail pages is unaffected. See Connect a CRM.
Sign in with your Google account. The login screen now offers Continue with Google next to the usual email-and-password login, so you can sign in with a Google popup instead of typing credentials. Not available inside the Chrome extension. See Sign in.
CRM meeting summaries now show on the Activities tab. When your CRM captures an AI-generated meeting summary or internal notes for a call or meeting, it now appears in an expandable Internal notes section on that activity, and the activity also lists the contacts involved. See Open and read an account detail page and Open and read a contact detail page.
Manage columns redesigned. The column picker now shows both available and selected columns as chips you click or drag, with available columns grouped by type (agents, plays, custom fields, and so on) when there is more than one kind. See Choose and reorder table columns.
Save-as-default and reset moved into one menu. On the Accounts and Contacts lists, Save view as default, Reset to default view, and Reset column widths now live together in the overflow menu (…) next to Manage columns, instead of as separate toolbar buttons. See Filter and search the accounts list and Filter and search the contacts list.
Edit custom field values directly from the column. In the Accounts and Contacts lists, a custom field column is now click-to-edit - update the value in place without opening the record. Clearing it removes the field’s assignment for that record. See Define custom fields.
Filter and choose columns on the Manage Duplicates views. The account and contact duplicates views now support the same advanced filters, saved views, and search as the main Accounts and Contacts lists, on top of the existing search/status/origin filters - useful for cleaning up duplicates within one ecosystem or owner at a time. These filters reset when you leave the page. On accounts, auto-merge also respects any filters applied when you open it, and only merges the matching groups. See Resolve duplicate accounts and Resolve duplicate contacts.
Edit account and contact details right on the page. The account and contact detail pages now let you edit the name, domain, LinkedIn URL, job title, languages, and location in place - hover the field, click the edit icon, and it saves as soon as you confirm it. There is no separate edit window for these fields anymore. See Open and read an account detail page and Open and read a contact detail page.
One “Launch agent” button instead of a row of separate ones. The account and contact detail pages now offer a single Launch agent button that lists every agent you can run against that record - each with a short description and when to use it - instead of a separate button per agent. See Open and read an account detail page and Open and read a contact detail page.
Strength score now shows as a ring, not a chip. The account strength score - on the account detail page, in list columns, and on a contact’s Account Score - now displays as a colored ring (around the company logo on the detail page, or with the number inside it elsewhere) instead of a plain colored chip. The color bands and meaning are unchanged. See Record status fields.
Choose which columns show on the duplicates pages. The Manage Duplicates views for accounts and contacts now let you pick and reorder the columns shown inside each group’s table, the same way you would on the main Accounts or Contacts list. See Resolve duplicate accounts and Resolve duplicate contacts.
Generate your value proposition from your website or documents. The Value Proposition page now has a Sources panel (Admin team members only) where you add PDF documents or website URLs and let the agent draft sections from them - either rebuilding the whole draft or adding new sections alongside what you already have. The publish confirmation was also redesigned to show exactly which sections changed and a “will sync” summary of the ecosystems, verticals, and persona cards the update reaches. See Write and publish your value proposition.
Fewer places a criterion’s answer can feed into. When creating or editing a qualification or research criterion, the reuse options are down to two: the account’s business model summary or Signals - the previous options to route an answer into account plans or the competitive landscape view are gone. See Create qualification and research criteria and Criterion configuration options.
See where a contact’s email or phone came from. Contact cards, the contacts list, and the contact detail page now show a small icon next to a found email or phone number - hover it to see whether it was synced from your CRM, added through a CSV import, or found by the Email/Phone finder (and when). A contact that has never been searched now reads Not searched instead of a blank field. See Record status fields.
Choose whether the Email/Phone finder re-searches contacts that already have a value. When you turn on email or phone search - in the manual Find emails & phone numbers action or the Email/Phone Finder workflow step - you can now pick Keep the existing email/number (the default, which skips a contact that already has one) or Always search for a fresh one (searches anyway and can replace what is there). Previously a contact with an existing value was always skipped. See Find verified email and phone, and verify phones and Workflow step types and settings.
Contact finder redesigned as a two-step flow. Finding contacts for accounts now walks you through Contacts to find (who and how many) and then Search settings (effort, email, and phone), and the email/phone “required” toggle is now a clearer choice: Skip and try someone else or Add them anyway when a contact has no email or phone. The per-persona counts also have a new roster view with a running total and a plus/minus counter per persona. See Find contacts for an account (Contact finder) and Workflow step types and settings.
Choose how many records a velocity widget launch covers. Launching a widget’s workflow now opens a popover where you pick how many of the matching records to include, from one up to the full count, instead of always running against everyone that matches. See Set up and use velocity widgets.
Merging accounts or contacts no longer proceeds locally when your CRM rejects the merge. If a connected CRM rejects the merge for one or more selected records, those records are left as they are instead of being merged in the workspace only - this stops the same duplicate from being re-created by your next CRM sync. A manual merge shows an error naming what was held back; an auto-merge run that hits this finishes with an “Auto-merge finished with issues” notification. See Resolve duplicate accounts and Resolve duplicate contacts.
Richer call and meeting activity on account and contact pages. The Activities timeline on the CRM tab now shows each call or meeting’s outcome, direction, and duration, plus a link to the recording and an expandable transcript when your CRM captured them. See account detail pages and contact detail pages.
Velocity widgets: new dashboard tiles pairing a working set with one-click launch. Your Home dashboard now has a Your universe section where you can create live tiles that track a working set of accounts or contacts (from a saved view or a filter you build) and launch an agent or workflow against whoever currently matches, in one click. Widgets can be personal or shared with your team, start from a gallery of ready-made templates, and refresh their counts on their own. See Velocity widgets and Set up and use velocity widgets.
Key Accounts has been removed. The Key Accounts ecosystem type, the dedicated Key Accounts page, and the “Vertical / Key account” labeling across accounts and contacts have been removed. Ecosystems now come in two kinds: standard ecosystems and Research Agent Sandboxes. See Set up ecosystems and verticals.
Workspace credits popover redesigned. The header credits chip and its popover now lead with credits remaining rather than credits used, adding a % left indicator and a separate line for credits used this period. See Top up credits and manage billing.
The industry glossary has been removed. The Agent Training Center’s “Industry jargons” area, where teams defined market-specific terms for agents to reference, is no longer part of the product. Its how-to page has been removed along with related links. See The Agent Training Center.
The Digital Twin is generated automatically, with no separate step. Qualifying a contact as a fit for your ideal buyer profile now generates its Digital Twin on its own - there is no longer a manual “Generate digital twin” action, and no separate Digital Twin step to add in the Workflow Builder. See Digital twin and Workflow step types.
The sidebar now starts expanded. The first time you sign in, the left navigation opens with labels showing instead of collapsed to icons, so new users can see what each icon means. Once you collapse or expand it yourself, your choice is remembered as before. See Find your way around the workspace.
Multi-word account search. Searching the accounts list by name now matches each word you type separately, so a search like “Orora Tech” also finds an account named “OroraTech”. See Filter and search the accounts list.
Credits chip shows abbreviated totals. The header credits chip now abbreviates larger numbers to thousands (K), millions (M), or billions (B), for example 1K / 5K, keeping the exact count below 1,000. See Top up credits and manage billing.
The Workflow Scheduler replaces Scheduled Tasks. Automating a workflow now covers a lot more ground: point it at a fixed set of records, an existing saved view, or a custom filter you build on the spot; optionally give it a goal and a safety cap on how many records one run can touch; and choose between a daily/weekly/monthly cadence or a new realtime trigger that fires the moment a record starts matching, instead of waiting for the next scheduled batch. Every run now shows up in a Run history on the automation’s page, linking straight to the task feed. See Set up a Workflow Scheduler automation and Workflows.
The task feed now defaults to your own tasks. The header Task feed panel and the full Agent tasks feed page show only the tasks you started, so your view stays focused on your own work. Change the Created by filter to see a teammate’s tasks too. See Monitor the task feed.
A dedicated Workflow Builder, and a heads-up on classic workflows. The workflow area now opens with a hub showing two ways to build a custom workflow: the current Workflow Builder (branching, goals, the one described throughout these docs) and the original builder, now labelled Classic and being phased out. If you still rely on a classic workflow, rebuild it in the Workflow Builder before Classic is retired. See Workflows and Build a workflow.
A richer run report. The task feed’s See Report view now shows each step’s counts as a row of icons instead of a text summary, lets you switch between All, New this run, and Reused results, and breaks down why contacts were disqualified from persona qualification. See Monitor the task feed.
Delete accounts or contacts straight from Manage Duplicates. The duplicates view now has a Delete action alongside Merge and Not a duplicate, so you do not have to leave the view to remove records you do not want to keep. See Resolve duplicate accounts and Resolve duplicate contacts.
See an account’s or contact’s CRM pipeline and history in one place. Account and contact detail pages now have a CRM tab that surfaces the records synced from your connected CRM, so a rep has the deals and the engagement history right next to the research. It has three sub-tabs: Opportunities (the deals, with value, stage, expected close date, and whether each is Open, Won, or Lost), Activities (a timeline of logged calls, emails, meetings, tasks, and notes, with upcoming items flagged), and Logs (the most recent sync events for the record). The tab appears on any record linked to a CRM, and everything in it is read-only. See account detail pages and contact detail pages.
Scheduled tasks are managed in one place. The per-record Scheduled tab has been removed from account and contact detail pages. Manage every scheduled task from Automations, Scheduled Tasks; you still schedule a workflow for a record the same way, from the Select workflow action. See Schedule a recurring workflow.
A clearer report on every agent run. Choose See Report on any task in the task feed to see the run drawn out as a visual flow: each step is a card showing how many records completed, were skipped, or errored and how long it took, branches are labelled with how many records took each path, and clicking a step opens its detailed outcomes and the settings it ran with. Drag and zoom to move around a large run, and watch the counts fill in live while it is still going.
Start a workflow from a template. When you build a workflow you can now begin from a ready-made template instead of a blank canvas - either one Evergrowth provides for a common motion or one your team has saved - then adapt it and make it your own. See Build a workflow.
Sync deals and activities from your CRM. CRM sync can now read in two more kinds of record so your agents work with the full context of an account: deals (opportunities) and activities (the calls, emails, meetings, notes, and tasks logged in your CRM). Deals and activities both sync from every supported CRM; both are read-only, flowing from the CRM into Evergrowth so research and qualification can see the pipeline and engagement history already on an account. Choose them when you connect or sync a CRM, and see Integrations for how they fit.
See your next credit grant. The credits indicator and the Report now show when your next credit grant arrives and how many credits it will add, so a refresh is something you can plan around. See Credits & billing.

2026-06

Teams, roles, and granular permissions. You can now control exactly what each person can see and change. Team management has moved to Settings, Users management, where you manage Teams - each carrying its own permissions across the workspace - and Users, the people you invite and assign to a team. Every workspace starts with four ready-made teams - Admin, Sales Ops, Sales Rep, and Read-only - and you can rename them, adjust their permissions, or build your own. See Manage your team and Teams, roles, and permissions.
Filter duplicate accounts by origin. The Manage Duplicates view has a new Origin filter, so you can focus on duplicate groups that came entirely from your CRM, entirely from Evergrowth, or a mix of both - useful for reconciling records that exist in both places before a sync.
First full documentation release. Complete coverage of the Evergrowth workspace: the Agent Training Center and its four pillars, every agent, every playbook, how to work day to day (accounts and contacts, running agents, credits, integrations), and the thinking behind it (context vs data, how Evergrowth compares).

Eva note: this page is the human-readable record of doc changes. When a customer asks “what changed” or “is this new”, summarise the most recent entries here and link the affected pages. Entries are added as documentation is regenerated; an empty or sparse month means no customer-facing doc changes landed that month, not that the product stood still.