YXAI.July26.02

Release period: July 27 – August 9, 2026

Summary

This release strengthens knowledge retrieval and improves CRM visibility across the conversion lifecycle. Knowledge bases handle datasheets and large PDFs more reliably, and new content must be assigned to a knowledge base at upload time so it is immediately searchable. Opportunities gain structured close-planning fields, and CRM records show federated history as leads convert to contacts and deals. The public embed is wider by default, and chat links in answers are now clickable.

Knowledge base improvements

Knowledge search retrieves more relevant results for technical and specification-heavy content, with better handling of near-duplicate text that previously crowded out substantive answers. Large PDF uploads are supported beyond the previous size cap.

PDF datasheets with tables are extracted with structure preserved, so queries for part numbers, specifications, and row-level values match the right data. Already-ingested files can be re-indexed to pick up structured tables. When adding files, web pages, or crawl selections, you must assign at least one knowledge base at create time so content is searchable from the start. Webpage titles can be renamed in Knowledge admin after crawl or import.

Public chat: Start Fresh

When a visitor reaches the message or history size limit in public chat, the embed offers a Start a new chat action that clears the conversation and restores the welcome state instead of leaving them stuck.

Conversion journey timeline

When a lead converts to Contact, Company, or Opportunity, Actions and email drafts from the entire conversion cluster appear in a federated Journey view. Provenance badges and source deep links make it clear which records originated from the original lead, so reps reviewing an Opportunity still see Lead-era activity without copied or re-parented records.

Opportunity Close Plan and Closing Notes

Opportunities now include optional Close Plan and Closing Notes rich-text fields, available in the CRM UI and connected integrations (MCP, Zapier, Salesforce). These give sales teams structured space for deal strategy alongside existing opportunity notes.

MCP connector for Claude and ChatGPT

The MCP connector receives improved authentication, OAuth discovery, and widget sizing that adapts to content height—especially in Claude, where CRM widgets now grow to fit their content. CRM report card and record editor widgets size appropriately rather than forcing full viewport height.

Clickable URLs in embed chat

Bare URLs in assistant messages are automatically linkified in the public embed, making Q&A Pair answers with plain-text links immediately clickable for visitors.

Wider default embed widget

The default public web widget width increases from 380px to 780px, giving chat conversations more room on desktop layouts.