What's New: Weekly Account Sweeps, Contact Personas & Workspace Fixes

Six updates this week: ChatAE now automatically refreshes research and discovers new contacts across your accounts every week, you can customize which roles get found with contact personas, and we fixed several issues around email rules, team access, and alerts.

ChatAE now refreshes research and finds new contacts every week

ChatAE now runs automatic weekly sweeps across all your monitored accounts — refreshing research and identifying new contacts without any action on your part.

Each sweep catches leadership changes, new hires moving into the buying committee, funding rounds, and other material updates. New contacts matching your persona preferences are found automatically alongside the research refresh. Changes are highlighted in the Weekly Monday Morning brief so you see exactly what moved.

No setup needed — this runs in the background for every monitored account. You stay current on your book of business without manually refreshing accounts one by one.

Customize which roles ChatAE searches for with contact personas

You can now save the exact job titles ChatAE uses when searching for contacts on new accounts. Head to Settings > Personas and choose from 10 built-in presets — AI leaders, Engineering, Ecommerce, IT, and more — or add your own custom titles, up to 20.

Set personal preferences for your own accounts, or set team-wide defaults for your organization on Team and Enterprise plans. When you add a new account, automatic contact searches use your saved personas instead of a generic title list.

Select all alerts at once

A new global select-all checkbox on the Manage Alerts page lets you select or deselect all visible alerts at once across every account group. No more clicking one at a time.

Bug fixes

• Email rules in workspace chat — your saved email preferences (Settings > Email) were being fetched but not actually passed to the AI when drafting emails in account workspace chat. Now they're included in every conversation, so the assistant follows your writing rules without you having to repeat them.
• Canvas team research access — Canvas couldn't access accounts and research belonging to your team members after import or assignment. Managers and admins can now see research across their reports with proper scoped access.
• LinkedIn URLs in contact search — contact search results now correctly include LinkedIn profile URLs when available.
• Canvas organization context — fixed Canvas losing organization context during dynamic app builds, which could block access to team data.

Try it out

All updates are live today. If you're not on ChatAE yet, start your free trial and see weekly sweeps and contact personas in action. If you're already a customer, check your next Monday Morning brief to see the new weekly sweep results, or head to Settings > Personas to choose who ChatAE finds for you. Questions? Reach out — we'd love to hear from you.