---
title: "What’s New with LeanData: Product Edition | June 2026"
id: "45668"
type: "resources"
slug: "whats-new-leandata-june-2026"
published_at: "2026-06-11T19:24:54+00:00"
modified_at: "2026-06-11T19:24:55+00:00"
url: "https://www.leandata.com/resources/whats-new-leandata-june-2026/"
markdown_url: "https://www.leandata.com/resources/whats-new-leandata-june-2026.md"
excerpt: "See what's new in LeanData 8.x — AI assistant, BookIt MCP, best fit assignment, unified audit logs, and more."
taxonomy_topic:
  - "Revenue Orchestration"
taxonomy_role:
  - "Operations"
taxonomy_content_type:
  - "Webinar"
---

Webinar

# What’s New with LeanData: Product Edition | June 2026

Revenue OrchestrationOperationsWebinar

LeanData’s 8.x release is built around three themes: AI capabilities that preserve observability, scheduling improvements that remove friction, and tools that give admins more control with less effort. This session walks through each major update with LeanData’s CPO and product managers, covering what’s available now and what’s coming next. It’s required viewing for Salesforce admins, RevOps practitioners, and operations leaders responsible for routing and scheduling accuracy.

### What You Will Learn

- Use the new LeanData AI Assistant to answer rep routing questions directly from audit logs — without manual log tracing
- Connect any AI client to BookIt via MCP to read and write scheduling data programmatically
- Configure Best Fit Assignment in the Round Robin node using rep attributes pulled from the Salesforce user object
- Manage meeting reassignments, cancellations, and host changes from the meeting log with full audit history
- Build and reference multiple independent account hierarchies within the same routing graph

## Why This Matters

Routing and scheduling decisions happen at the intersection of speed and accuracy — and both break down when admins are buried in manual troubleshooting or working around tool limitations. This release directly addresses that. The AI Assistant reduces the time admins spend answering “why did this route to me?” questions from reps. The BookIt MCP opens scheduling data to agentic workflows without requiring custom code. Best Fit Assignment adds rep-attribute matching to round robin without sacrificing fairness. And unified audit logs with cross-object search cut the time it takes to diagnose errors or trace a record’s path across products. Each feature is designed to reduce friction at a specific point in the GTM execution chain.

## Use Cases

- An admin uses the LeanData AI Assistant to answer a rep’s routing question in seconds, bypassing manual audit log review
- An AI agent or custom AI SDR connects to BookIt via MCP to book, cancel, or retrieve meeting data without a UI interaction
- A RevOps team configures Best Fit Assignment to route Spanish-speaking leads to bilingual reps as a tiebreaker within equal-count round robin pools
- An operations admin reassigns a booked meeting from a sick rep directly from the meeting log, with Salesforce events and round robin credits updated automatically
- A Salesforce admin builds separate sales and legal account hierarchies and references both within the same routing graph to identify coverage gaps

## Session Transcript

Click to Open

All right. Well, let’s go ahead and get started.  
 Welcome everyone to the June 2026  
 edition of our What’s New with LeanData webinar.  
 And if this is your first time attending,  
 we… This is where we get to showcase everything  
 that our product and development teams have been working on,  
 and to highlight for you the features in our re-  
 latest release that are going to have the  
 greatest impact for your organization.  
 Now, before we jump into it,  
 I do have a few housekeeping items to cover first.  
 Firstly, we do invite questions, so  
 if you have a question,  
 please utilize the Q&A box that you see  
 in your interface to ask that question,  
 and we’ll do our best to address them naturally  
 as they come up. But in case we don’t get to your  
 questions, we’ll make sure that we follow up  
 and get you the answers that you need. And secondly,  
 folks will always ask if there’s going to be a recording of this.  
 Uh, there will be. So, we will be recording the  
 session so that,  
 uh, we can make that available to you following our time  
 today. And, uh, lastly, just  
 a quick disclaimer.  
 Uh, we may be mentioning a few things that  
 are still on our roadmap,  
 and with, um, as with all things that are  
 still in the development phase, they are subject to change.  
 So any future roadmap items that we  
 mention represent our current plans,  
 but they aren’t a guarantee of delivery by any  
 specific timeframe.  
 So, today  
 we get the pleasure of hearing from our different product  
 managers, Isabelle and Daniel, on different  
 specific features  
 of our latest 8.x release.  
 But first, I do want to invite Amar, our  
 chief product officer, who just joined  
 LeanData last year.  
 So Amar, can I invite you onto the stage,  
 and you can introduce yourself and maybe  
 f- pull back the camera a little bit for us to give  
 us more color on the direction and  
 the trajectory of LeanData products, where  
 we’ve come and, and where we’re going.  
 No, fantastic. Thank you for having me, Kevin. Excited  
 to be, you know, on my first, uh,  
 I guess product webinar here for the company, and  
 excited to talk to everybody who’s on.  
 Um, I, I came from, uh,  
 6sense prior to this. I spent more than a  
 decade in GTM tech.  
 Really excited to, like, take on this opportunity  
 and, uh, really dig in with customers  
 into, like, all the great things that we can do  
 and build here as a part of the platform  
 and the horizontal  
 orchestration layer.  
 Um, obviously been a fan for many years of LeanData  
 even prior to joining. And, um, you know,  
 just to build it out,  
 um, over the last, you know, it’s been six months.  
 Time flies.  
 But in six months I’ve been able to have,  
 you know, two customer advisory boards,  
 had, you know, 50, maybe  
 70 customer interviews where I’ve  
 been talking to many of you.  
 Uh, went through a lot of the G2 crowd reviews  
 and, like, understanding what people’s  
 perspectives are.  
 Um, talking to a lot of our CSMs who are  
 representing, you know, all the feedback coming from you.  
 And we’ve culled through tons, hundreds of  
 feature requests, uh, that were pending just  
 to understand, like, what are the big themes and  
 big things that we can go ahead and do on the product.  
 Um, and as we looked through, we put  
 it all together, you know, that’s kind of what  
 brought about our 2026 roadmap  
 plans and we’re, you know, halfway through  
 that. Uh, in fact,  
 you know, this week most of our customers are now  
 experiencing all the benefits of  
 this May release. And so, um, the  
 three big themes that aligned for us were,  
 one is, hey, LeanData, invest in  
 more AI capabilities, but  
 it came with this subte- subtext  
 of invest in AI  
 capabilities that really help  
 make things simple,  
 make things more efficient,  
 but don’t lose the ability to still  
 maintain that trust,  
 still maintain that observability. And  
 so, that’s kind of where we’ve been focusing our roadmap.  
 Of course, the whole, like, make our admins’  
 lives easier. You know,  
 all of you are our primary  
 kind of users for the product, and  
 what we’ve found is every little thing that we  
 can do that saves you time, whether it’s  
 answering questions, making configurations,  
 making graph updates,  
 um, you know, thinking about how  
 round robin pools are managed, like these were  
 the places where admins were  
 giving us a lot of feedback.  
 And so, that’s a key theme for us. And  
 then the third thing that we heard was,  
 “Hey, we know we can operate and use LeanData,  
 you know, within, within this great UI,  
 but can you give us more APIs? Can  
 you, you know,  
 give us a  
 MCP server that can do more things?”  
 And this is for scheduling and for orchestration  
 for all our products. And so,  
 we, we kind of took that to heart and, as you’ll  
 see, reflected in a lot of the work that  
 we’ve done and where we’re going. These are the  
 key themes that we’re keeping in mind.  
 And so, what are we building  
 for here at LeanData? It’s, it’s really  
 we want to be the orchestration layer  
 for what we believe is kind of the  
 agentic era, right? Where everybody is investing  
 in this. And there is a lot of  
 foundational things that have to happen  
 in order to power your agentic  
 and AI experiences that you as  
 our customers, as companies who are going through an AI  
 transformation, needs from a vendor like  
 us. And so,  
 um, what did we do in the beginning? Well,  
 you know, Q3 of last year, this is right prior  
 to me joining the company,  
 um, we kind of launched our AI graph summary  
 and graph comparison feature  
 that was really designed to explain  
 the artifact of these flow builder graphs  
 that, you know, many of you have been with us  
 for five-plus years, and you have  
 built some really amazing graphs.  
 The logic starts simple, but over time,  
 there’s so many amazing things that you want to do for  
 your business,  
 and the graphs kind of move with it.  
 We support all these use cases, but over time it  
 gets a little difficult to explain  
 what’s happened on a graph, especially for somebody new  
 who’s joining the company.  
 And so, that feature was very critical, very important.  
 We released that. I know many of you are using  
 it. But soon after, in Q,  
 Q, uh, four,  
 Q1, we started working on this  
 AI inference node, and the idea was,  
 can we bring some element of reasoning  
 into the actual graph logic  
 and help you do more interesting things  
 by having this inference node  
 in addition to all the decision nodes?  
 Uh, a lot of requests for, “Well, can we,  
 like, get APIs and things out of a scheduling  
 product and connect it to our AISDRs?”Whether  
 it’s a qualified experience or a one-mind  
 experience or something else.  
 Uh, we have customers who have built in-house AI SDRs.  
 And so we kind of invested in these APIs  
 to power those agentic experiences.  
 Where we are today, you’ll hear a lot from the team, is  
 just kinda doubling down on that. We,  
 we really leaned into  
 how do we create an AI assistant that can  
 really help answer all these questions  
 that come on a daily basis.  
 Um, reps asking questions about  
 why something, you know, routed a certain  
 way, or a manager  
 asking for  
 why is something not working, or you see errors  
 and you’re trying to get an explanation  
 for why something happened.  
 Uh, so that was kind of, you know, step number one, is let’s  
 go solve this. And to do that, we  
 also had to unify the audit logs. And  
 in, in turn, we solved,  
 I think, hundreds of feature requests  
 that were around, can we see these things  
 unified? Can we see audit logs  
 which combines things across different  
 objects, which combines things across different products,  
 scheduling in BookIt?  
 And so we kinda delivered on that value with, with this  
 release, and I’m excited for you to see and hear,  
 uh, what the team’s gonna present.  
 Uh, and also, we delivered,  
 uh, this BookIt MCP.  
 Uh, it’s currently in beta, but we’re encouraging a lot of customers  
 to try it and tell us what you think. But  
 how could we connect to your agentic  
 experiences by offering an MCP  
 server and offering you the ability to  
 get more out of the system,  
 you know, answer questions around operations  
 and reports and data that can help  
 you drive your business in a better way.  
 Um, and where are we going, right? So  
 if you see the theme, the connected theme here,  
 we wanna keep adding more skills  
 to our AI assistant.  
 And so where we wanna go next is,  
 how can we have the AI assistant  
 actually do more with the flow builder graph,  
 be able to understand what’s going  
 on in the graph, explain different parts  
 of the graph- Mm-hmm… even beyond what the AI  
 summary can do. You know, help you configure  
 a node, optimize it,  
 uh, help you understand, you know, diagnostics  
 of the graph  
 and take advantage of, you know, all the different things  
 that you can use in a conversational experience.  
 So that’s kinda where we’re gonna go, big part of, uh, the  
 second half of this year’s roadmap.  
 Uh, and you’ll see the theme of unification.  
 For scheduling, we wanna unify  
 all the meeting logs because once we can do that,  
 we can offer far more sophisticated capabilities  
 and layer on AI and do a lot more  
 for you from a reporting standpoint,  
 from an orchestration standpoint.  
 Uh, and round robin pools, you know,  
 many customers have complained about,  
 “Well, why are these all kinda separate? Why  
 am I managing so many duplicated pools? Can this  
 be easier to manage, easier  
 to maintain?”  
 And so we’re, we’re kind of doubling down  
 on this theme of simplicity.  
 How do we make it  
 really easy and simple, whether it’s  
 through agentic experiences,  
 whether it’s through an MCP server,  
 whether it’s through redesigning our UI. You know,  
 we went through a major upgrade of our meeting  
 type creation UI, UX  
 in our last release.  
 So we’re doing all these investments to just make it  
 extremely simple for admins  
 to get the task and the job done.  
 And, you know,  
 I brought this slide up just to say that,  
 you know, these are not just features which are  
 features we’re putting out there that are meant  
 to check the box. Like, real customers are  
 already using these features.  
 You know, Uber is using this to power their self-serve  
 experience, where they have the ability  
 for users to come on board for  
 Uber For Business,  
 try to self-serve.  
 If they hit a point in the configuration that  
 it’s too complex,  
 they use a BookIt experience to automatically  
 get on a call  
 with a rep to solve the problem and get them onboarded,  
 right? That’s, that’s real business, real dollars,  
 real time savings to get to the promised  
 land of a converted customer. Or Tealium,  
 right, who is connecting their AI chat solution  
 with our lean data BookIt logic using these  
 APIs, using our experiences,  
 and then automatically routing visitors  
 when they’re known visitors  
 to the exact rep that the person should be  
 speaking with.  
 And Trilliant, you know, I, I love this use  
 case because what they’ve done is they’ve taken  
 the advantage of not just our  
 scheduling product, but also the AI inference  
 node, which sits within our orchestration  
 product. And they’re looking at all  
 these leads that are coming in,  
 and where the leads don’t have  
 the right company name, they’re  
 using the AI inference node to do more research  
 or extract the company name from  
 the domain name of the email address.  
 And if that particular domain name  
 or the email address is  
 a Gmail or a Yahoo Mail or something else,  
 they’re actually, like, creating a task for  
 their auto BDR  
 to go out and do an email to validate  
 which is the company and who’s the person, basically get  
 more data. And so if you look at the benefit  
 of that, this is all about automation  
 and increasing the quality of the meetings that are getting  
 booked. And so when you see these  
 kinds of use cases that are built on all these features  
 we’ve talked about,  
 to me, this feels like we’re hitting on  
 the right kinda  
 use cases that are gonna help you extract more value.  
 So if any of these things are interesting,  
 highly encourage you to talk to your customer success  
 manager and learn more  
 about all these great use cases that customers  
 are, are doing on these capabilities.  
 So without further ado, you know, I’m not gonna spend,  
 uh, too much time here, but  
 the 8.x release is power packed  
 with a ton of amazing features,  
 and these are the themes with which we  
 thought about it, right? It’s how do we make  
 things simple, but at the same time,  
 how do we give our customers a winning edge  
 by using AI? How do we make scheduling  
 really effortless? And we’re constantly removing,  
 you know, any kinds of steps that are taking  
 place from the point of configuration  
 to the point of meeting booking.  
 Uh, we’re adding more and more intelligence by  
 adding hierarchies and giving you,  
 you know, best fit assignment features and other  
 things that we feel are gonna make  
 it far more possible for you to do really  
 interesting things on your graphs.  
 And then finally,  
 you know, going back to just saving time,  
 we want to provide you the ability to have  
 a lot more governance,  
 especially as you’re entering into, you know, more  
 AI driven and agentic experiences.This  
 is gonna be very critical and crucial  
 for any platform like LeanData  
 to give to your, to you and to, you know, our customers,  
 to our admins,  
 so you have the control and the visibility  
 that you need.  
 But at the same time, it is about helping  
 you save time  
 and get to the promised land faster.  
 So with that, without further ado,  
 I’m excited to pass it on to the team  
 and have them  
 tell you more about these amazing capabilities we have.  
 Yeah, no. Firstly, you know,  
 th- thank you for walking us through that. You know, it really  
 shows how much thought goes into  
 the features that we work on and put our  
 time and attention into. And also  
 the fact that it, it comes from actual customer feedback.  
 That’s huge, that’s important. It’s not just  
 decisions that  
 folks are making in a room together, but we’re actively  
 listening to our customers before we do these things.  
 You know, one thing that, um, did come up  
 as you were walking through some of the different features that  
 we will be highlighting here,  
 didn’t hear too much around, um, buying  
 groups. So are… Is there any effort  
 and development around that, and sort of what can we expect  
 regarding buying groups?  
 Oh, that’s a, that’s a great question. So yeah, we’ve actually  
 been investing pretty heavily into  
 our buying groups edition product.  
 Uh, so what’s been happening is, is two things in parallel.  
 So we have been updating our  
 current product and adding more features to it,  
 and enhancing some of the UI usability.  
 But in parallel, we are also working in a very  
 iterative fashion with a bunch of customers  
 who are part of our CAT,  
 to basically try to iterate and  
 understand some of the other pain points that  
 they have, create features,  
 give it to them in this kind of pilot environment.  
 They test it, give us feedback, and we iterate.  
 And so the results of all of these capabilities,  
 we’re expecting that to be, uh, hitting GA  
 in the second half of the year.  
 Um, features like we have an AI  
 assistant that we’ve designed,  
 which is meant to answer interesting questions  
 about journeys. Hmm. We’ve, uh, created  
 capabilities that, uh, help you have  
 a journey list and help you prioritize  
 that list so  
 co- teams know what to prioritize and how to  
 work the list.  
 Uh, we’re working on different capabilities to  
 add more actions and  
 more alerting. And so we’re just taking  
 all this feedback and constantly just  
 iterating on this pilot,  
 eventually with the goal to  
 make that a part of our, our GA product. So,  
 uh, I’m really excited to tell you guys more about  
 that, you know, as we get closer.  
 All right. Looking forward to hearing about that.  
 Thanks, Amar. Awesome. Thank  
 you. Well, I know that many folks are  
 excited about this release, the here and now,  
 what’s available to you at this moment. So  
 let’s first dive into this theme of gaining an  
 AI-powered winning edge,  
 and the first feature that supports that is our LeanData  
 AI assistant. So I’ll invite Isabel,  
 our senior product manager overseeing orchestration,  
 and invite you to the stage to tell us about this  
 AI assistant.  
 Cool. Thanks, Kevin. Um, hey, everyone.  
 I’m excited to talk about our new LeanData  
 AI assistant. Um,  
 so this is a new, um,  
 jump forward in some of our AI capabilities,  
 where we are gonna be bringing a new AI  
 assistant into our audit logs.  
 So with this assistant in this release,  
 you’ll be able to kind of talk with this  
 assistant, um, within audit logs to  
 ask more about the s- details of  
 specific logs and how routing,  
 um, assignments were made.  
 So before, you’d have to kind of go in  
 if, for example, a rep would ask you a question  
 like, “Hey, why did I actually get this lead?  
 Why did this route to me?”  
 Um, you as an admin would likely have to go  
 into LeanData, open up audit  
 logs for that specific object,  
 um, that lead object, for example,  
 and then trace back  
 to find the specific log that  
 that rep was asking about.  
 After doing so, what you’d do is you’d probably read  
 through that path, try to understand exactly  
 what happened, what are the characteristics of  
 the lead that made it route a certain way, and finally  
 end up at that rep.  
 From there, what you’d do is you’d probably try to translate  
 that into something that the rep can understand,  
 and then send that information back to the rep.  
 Um, overall, a pretty long process, but we  
 know it’s kind of a question that,  
 um, a lot of you admins do get day to day  
 from your reps.  
 So the purpose of this assistant is really to help  
 make that process easier. Um, so  
 rather than going through that manual process, what  
 you might do is actually just ask directly the assistant,  
 “Hey, why did  
 this lead named X person  
 route to  
 X user?”  
 What it’s gonna do is now it’s gonna actually pull up  
 that log for you on its own, no need  
 to actually search that yourself, and then return  
 the answer in natural language.  
 That way, you can kind of read over it. Um, it’s already  
 prepped for you to just send that back to your rep.  
 Overall, really wanting to make that process a  
 lot easier for you all. Um, but besides  
 that, there are also other questions you might be able  
 to ask, like, “Hey, why did this,  
 why did this record ro-  
 error?” for example, and that can hi- help you,  
 um, kind of resolve any of the errors that might be coming  
 out in your routing flows.  
 We do have some additional just, like, AI assistant  
 features that’ll help here. Um, we do  
 have additional conversation-based  
 threads so that you can actually have  
 different conversations based off of,  
 and pick u- up of, pick up on  
 certain conversations based off of, like, what you’ve  
 asked it before,  
 and that’ll really help you organize your work efficiently  
 there as well. Yeah.  
 It sounds like a,  
 you know, it, it’s definitely now a model that folks  
 are used to interacting with a chat assistant in various  
 capacities, so I think this will be a very easy  
 thing to pick up for folks. But, um,  
 you know, a- as for the time savings aspect,  
 um, do you have any metrics around  
 how much you would expect a typical admin  
 to save on  
 a, on a weekly basis by using something like this versus  
 the old method that you described?  
 Yeah, absolutely. Um, I mean, I just kind  
 of went through that process itself on,  
 like, how an  
 admin, how you all might be doing this today.  
 Yeah. Um, so I think, like, per time, like,  
 a rep asks, like, I think that’d save you  
 10 minutes or so, depending on, you know, how  
 quickly it actually takes you  
 to look at that path.  
 Um, so just think about that, how that expands into  
 weekly. I think there is just a large number of time  
 savings that can be done answering those  
 questions so that you can actually better focus on, you  
 know, your actual day job, which is not answering  
 those questions. Yeah, yeah.  
 Absolutely. Um, also another question  
 about-So  
 this will give you information about how something was routed,  
 right? Um, but  
 does it have the ability to then go a step further  
 and then make recommendations for, let’s say, if it  
 is a graph error or something that was set up in a certain  
 way, to how would you want to  
 set it up so that you get the  
 result that you want?  
 Yeah. So that’s actually gonna be answered  
 with our next iteration of the AI system, which  
 is gonna be bringing it into the flow builder  
 itself. You’d be able to ask it questions  
 like, “Hey, I see this error. How do  
 I fix my graph so that, um, the error  
 doesn’t happen again?”  
 So that’s gonna be coming up next quarter, so  
 kind of giving you a little preview about that. Um,  
 so yeah, this first iteration’s gonna be mostly  
 on logs, and then the- you’re gonna see this come up  
 in other parts of our product, um, in the future  
 as well. All right. Well, lots to play with now,  
 but stuff to look forward to as well.  
 All right. Uh, thanks, Isabelle.  
 That was very exciting feature.  
 Um, I think folks are really gonna enjoy it. Uh, but now  
 we’re gonna switch gears a little bit,  
 but we still want to remain on this theme  
 of AI and how you can gain an  
 edge with AI tools alongside  
 LeanData. But we’re actually gonna jump over to  
 the scheduling side of the house,  
 and we’ll have a chance to talk about how AI  
 interfaces with LeanData scheduling products.  
 And for that, I’d like to invite Daniel, our scheduling  
 product manager,  
 onto the stage here to tell us a little  
 bit more about BookIt MCP,  
 which are two words I’m familiar with, but  
 not together. So  
 Daniel, can you tell us about BookIt MCP?  
 Yeah, absolutely. Happy to. Thanks for having  
 me, Kevin. So the BookIt MCP  
 is one of the features we’re most excited about  
 in ADOTX.  
 And what the BookIt MCP allows  
 you to do is connect, um,  
 any AI client like Claude or ChatGPT  
 or maybe your own AI agent, uh,  
 allows you to connect  
 those to BookIt and  
 either read information from BookIt or  
 write information to BookIt.  
 Um, it essentially just gives you like a, a window  
 into BookIt functionality.  
 So I think we can kind of go through a use  
 case here that’ll really cement this  
 for the people,  
 uh, listening.  
 And so on the right, you see  
 a Claude,  
 uh, window open there, and there’s the question  
 around availability for a particular pool  
 and a particular meeting type.  
 So an admin,  
 admin might be asking at the start of the week,  
 like, “What does availability look like for a particular  
 meeting type for this pool?”  
 And what  
 is gonna happen  
 is Claude is going to be able to  
 use the BookIt MCP to pull availability  
 for those reps,  
 and then Claude is gonna present that information,  
 um, however it will. In this case, it happened,  
 uh, to present it in a report.  
 So previously, to do something like this,  
 you would have to, um, write custom  
 code, or you would have to do a Salesforce report.  
 But instead, you can just use something  
 like Claude and the BookIt MCP to  
 pull this information.  
 But that’s really just, like,  
 one small thing you could do with the BookIt MCP.  
 We’re pretty much exposing  
 all of BookIt,  
 um, to be accessible through, like,  
 AI agents or any of your AI clients.  
 And so that’s, that’s extremely powerful because,  
 um, an admin could begin administering  
 BookIt through their  
 AI clients, and reps could even begin  
 using, um, the MCP  
 for some of their functionality.  
 For example, a rep might want to pull  
 all of their booking  
 links and be able to just  
 grab one and drop it in an email. Or  
 maybe they wanna be able to cancel a meeting,  
 right? So they could say, “Tell me all my upcoming meetings.  
 Okay, this one I already know should be canceled because  
 I received an email,  
 uh, that told me this prospect can’t make it anymore.”  
 So they could just type right into Claude,  
 uh, “Cancel my meeting with  
 prospect  
 X,” and then the BookIt MCP takes  
 care of that.  
 So it’s a really amazing, uh, interface  
 into BookIt functionality,  
 uh, that, that we’re, uh, bringing to you all.  
 Yeah. That, that sounds amazing, and again,  
 continuing on that theme of using a different interaction  
 method that folks may be a lot more comfortable with.  
 Um, Daniel, I know that we won’t have time to talk about,  
 you know, the different configuration and setup for this, but  
 something that does come up, uh, quite a bit when  
 it comes to AI tools is just the level of access  
 and visibility. So, you know, when we’re dealing with  
 an admin working with  
 the BookIt MCP versus a  
 rep who is, uh, opening up their Claude and then  
 chatting with it,  
 is there a difference as far as the level of  
 access and permission? What are some of the guardrails  
 that we have around that?  
 Yeah, absolutely. So, uh, with the  
 BookIt MCP, there are actually two  
 methods of authentication.  
 Um, so one method is, like, a one-time  
 code login,  
 um, where you would just specify an  
 email address  
 and then the permission set, uh, that  
 should be associated to that email address.  
 Yeah. Um, either admin or user  
 today. Um, admin would have,  
 like, full permission.  
 User has just permission scoped  
 down to, um,  
 you know, like, that, that kinda,  
 like, user level,  
 which is just what we call, like, dashboard access.  
 Um, so you’re able to determine,  
 um, with a one-time code login,  
 like admin versus user.  
 Um, and then whoever uses that one-time  
 code and authenticates  
 will just inherit the permission that, um,  
 you know, was, was assigned to that email address.  
 So that’s, like, the one-time code flow.  
 That may be, uh, most useful if  
 you’re hooking up, like, an AI agent,  
 um, to the BookIt MCP,  
 and there really isn’t, like, a Salesforce login.  
 But most cases will actually use  
 a Salesforce,  
 Salesforce OAuth login,  
 where the permission doesn’t have to be set  
 ahead of time.  
 We’ll just be able to detect that user’s  
 permission set,  
 uh, once they’ve gone through that Salesforce  
 login. So for example, an admin,  
 a BookIt admin,  
 they would go into Claude, they would set up the connector,  
 and then we would prompt them to log in through Salesforce,  
 um, through a little window. And then once they’ve logged  
 in, we know who they are,  
 right? And we know their permission set,  
 so everything  
 is properly set. Same with, like, a rep.  
 A rep who sets up Claude,  
 um, connector to  
 the BookIt MCP.  
 When they go through the Salesforce OAuth login,  
 we’ll know who they are, we’ll know their permission set,  
 so they won’t be able to do things that an admin  
 can do.Right? So anything that they  
 could do in the end of the application  
 will be consistent with what they could do through  
 the MCP. Same with an admin.  
 Um, so we’re  
 being very careful making sure that,  
 um, permissions are still properly  
 scoped. Okay. Got it. So it’s just  
 following the Salesforce permission set in the cases  
 that we’re using that OAuth login, but  
 otherwise, you get to preset the level  
 before you send the one-time code if you’re choosing to use  
 that method of authentication.  
 Yeah, exactly.  
 Okay. Excellent.  
 All right. Well,  
 let’s go ahead and continue on this theme of  
 enhancements to  
 scheduling. Now, scheduling is something that is  
 invariably going to be a part of your go-to-market processes,  
 but it’s not necessarily something that  
 you th- should think or want to be an obstacle,  
 uh, or a roadblock to your selling.  
 Um, you should be selling off based off of the value of your  
 product and the fit that it has with the particular  
 customer. But scheduling friction should  
 not be part of that equation, but unfortunately,  
 it is for many folks. So our aim and our goal  
 is to remove that friction  
 and to make scheduling as effortless  
 as possible.  
 So Daniel, could you tell us about some of the  
 ways that we can actually facilitate this  
 effortless scheduling and, and make a better experience?  
 So if you could tell us maybe about our first feature  
 of, uh, our meeting type editor enhancements.  
 Yeah, 100%. So meeting type  
 editor enhancements is  
 a complete rebuild of  
 the meeting type editor. Um, so  
 the meeting type editor really is w-  
 one of the most important pieces of  
 BookIt because it’s where  
 all configuration for a meeting,  
 uh, is, is done, or at least most of it.  
 Um, so we’re talking about, like, duration of the meeting,  
 if there are buffer times, um,  
 how does the confirmation email  
 look like, reminders, et cetera. There’s  
 so much that’s contained within the meeting type editor.  
 And so we wanted to revisit this piece  
 of BookIt functionality to make it as  
 easy as possible to set up,  
 and also to give you really good defaults,  
 um, that help you just set it up correctly.  
 So that, those were kind of the first pieces. But then we  
 took it even further,  
 and we thought to ourselves, “Well,  
 you know, how many times have you set up  
 a piece of software and then wondered,  
 um, ‘Did I actually do that correctly?’” Maybe  
 that’s something that some people on this call can  
 resonate with. Mm-hmm.  
 And so we realized offering  
 some sort of preview,  
 um, per thing that you set up,  
 when it has, like, a visual component,  
 can be extremely valuable. So that’s what we  
 went ahead and added in. So for example,  
 if you change the styling,  
 how does that look?  
 You have a preview now. You can go see that. If  
 you change the description or the meeting type name  
 or the logo,  
 right, how does that actually look? Or  
 confirmation email, right?  
 Um, or the calendar event,  
 right? How does that all look? So now you can  
 verify while you’re in the meeting type editor,  
 instead of having to save and then  
 go create a link and then use that meeting type  
 and then load the page and then see if you did it correctly.  
 You’ll just be able to do it right here.  
 So that was really nice.  
 Um, and then we’ve also, while we were at  
 it, added in,  
 kind of got in a couple more feature requests. Um,  
 one thing that, um,  
 some of  
 you guys will really like is,  
 uh, you’re now able to set the calendar  
 event organizer setting  
 at the meeting type level instead of at the  
 global level, and that’s specifically  
 for BookIt Handoff.  
 And what that feature does, just real quick,  
 is it allows the organizer of the  
 calendar event to be the person  
 who’s scheduling the meeting, the person who’s handing  
 off the meeting,  
 uh, instead of the person who’s receiving the handoff.  
 And so this is really useful, um,  
 with, for companies where their  
 SDRs who are using Handoff need to own  
 the calendar event,  
 um, in case of, you know, if they need to move it around  
 or change something,  
 um, instead of the rep who’s gonna be  
 the one, um, you know, scheduled  
 with instead of them owning it. So when the SDR  
 still owns that calendar event,  
 you can now control that per meeting  
 type, so it’s not global.  
 Um, and then also another kind of small thing, but,  
 um, is nice,  
 the confirmation email, you can now con- customize  
 it, uh, for host.  
 Okay. Before, um, it was just, like, static.  
 Now, if you wanna put some additional information  
 in for the host to see,  
 uh, you can, you can do that.  
 And so that might be useful if there’s some just, you  
 know, information you want the host to see that you don’t  
 want, uh, guests to see.  
 Yeah. That’s great.  
 You know, I think for a, a lot of times when we roll out  
 these new features, you know, they’re great for  
 our users moving forward from this  
 point on. Um,  
 for those of  
 folks who spend a lot of time setting up their meeting types  
 and kind of getting them perfect and invested all  
 that time into it,  
 this doesn’t change that or  
 undo or they wouldn’t have to go back and to  
 update anything on their end. This is simply  
 taking what they existing have and providing a  
 new UI and a few new features around that,  
 right? Yeah. That’s exactly right.  
 So, um, they’re gonna see one-to-one  
 between what they had before,  
 what they have now. Uh, you will just notice  
 it’s like a full screen experience, so-  
 Right… things are a lot less crammed. You will notice  
 that there are different tabs. Um,  
 you know, we’ve simplified the tabs, and we’ve  
 regrouped the features just to make them more  
 aligned with, like,  
 where they, where they should live, just making it more intuitive.  
 Uh, you will notice that there’s some, uh,  
 additional, like, helper copy,  
 uh, for each of the settings and some more, like, icons  
 that explain how things work. But  
 as far as your actual settings,  
 you don’t need to worry about it. Uh, it,  
 they’re all one-to-one.  
 Excellent. Love to hear  
 about these quality o-  
 of life improvements that’ll  
 just make, uh, using LeanData BookIt that  
 much better to use.  
 Right. So  
 let’s move on to our next topic.  
 Um, so  
 LeanData has facilitated your meetings,  
 but what if  
 then the details for that meeting change, and specifically,  
 if the original rep can’t make it or they get deactivated  
 or something along those lines? So,  
 you know, how do we, um,  
 handle that? What new features do we have in place  
 to facilitate that specific scenario,  
 Daniel? Yeah.  
 So meeting reassignment is  
 really meant to address that. It’s, it’s  
 like, uh, meeting lifecycle management.  
 Uh, it’s really, like, operational resilience-Um,  
 to handle unexpected situations.  
 So for example, let’s say like a rep is out  
 sick, right?  
 And you need to reassign  
 that meeting to a different  
 rep so that they are  
 now on the calendar invite  
 and they have,  
 uh, all the information they need in order to  
 then, like, go  
 hop on that call.  
 Um, also, you wanna be able to cancel the meeting  
 from that old rep, you know, who was out sick.  
 Uh, but there’s a lot of other stuff that needs updating. You need  
 to update Salesforce events. You need to  
 update remarks, all sorts of stuff.  
 And before this feature, that all had to be done  
 manually, right? It wasn’t a good  
 experience for admins because there was so  
 much work that they had to do. It wasn’t a great experience for  
 prospects  
 because they, um, likely  
 would receive like a cancellation and then  
 a new booking,  
 you know, where they would have to,  
 you know, get a new link and then enter information  
 again and book it. And so  
 it was, uh,  
 there was just a lot of friction. And so  
 with meeting reassignment,  
 we actually handle  
 all of that now.  
 Mm-hmm. So what this looks like is,  
 um, you go to the meeting log  
 as an admin,  
 you click reschedule meeting, and you’ll  
 have the option to change  
 both the hosts  
 who are on the meeting-  
 Right… and the date and time if  
 you want. Or you could keep the date and time  
 the same, as long as that works for the new host.  
 And then when you click schedule,  
 we’re gonna swap out the hosts.  
 We’re gonna take care of giving the,  
 giving the new host account,  
 giving a credit back to the old host.  
 We’re gonna update the Salesforce event.  
 Uh, we’re gonna have a view meeting history,  
 uh, table that’s gonna show  
 you the entire history of the table so you know  
 who reassigned it, when the new meeting was,  
 all the information you need to audit.  
 Um, and it’s gonna make just the whole  
 kind of flow a, a lot more seamless,  
 uh, for, for everyone involved.  
 So yeah, really excited to bring this one,  
 uh, out to our customers in 8x, ’cause  
 we, we know that this use case comes up a lot.  
 Uh, it’s really gonna save admins time.  
 Yeah, absolutely. I think the  
 benefit and the improvement for our admins and  
 their use of this, uh, i- is clear.  
 Um, and then  
 you had mentioned  
 that we take care of the fairness aspect  
 of it in terms of crediting the right,  
 uh, recipients for the meetings and,  
 a- and handling all of that.  
 Um, but for the end  
 users, the, the folks  
 external to your organization who are, are,  
 uh, having these meetings scheduled with them,  
 what do they see? ‘Cause there’s all  
 this, this reassignment and, uh,  
 things that we’re cleaning up on the back end.  
 How much of that is visible to them?  
 Is it, would it be confusing to them, uh, different messages  
 that come their way, or is that all kind of handled within  
 that as well? Yeah, it’ll  
 all be handled. Um,  
 there are times when we do want to  
 send information to the prospect. For example,  
 let’s say the date and time changes,  
 but we want them to know. So in that  
 case, they’re just gonna get a meeting that says like, “Hey, your  
 meeting’s been rescheduled.”  
 Right? So they’re not gonna get something that says, “Hey, it’s canceled  
 with this old rep. It’s resche- you know,  
 newly scheduled with this new rep.” It’s just gonna say  
 it’s rescheduled.  
 Um, but  
 if there aren’t changes,  
 uh, to the date and time, let’s say we’re just swapping  
 hosts, everything on  
 our end, BookIt then to, uh,  
 like minimize the amount of communication  
 that gets. So it’s just  
 like we’re not gonna send them a new confirmation  
 email, for example. Um, now  
 the new host, they are gonna get a confirmation  
 email- Right… um,  
 ’cause they need to know. And then the old host,  
 they’re gonna get a specific like reassignment  
 email letting them know,  
 “Hey, this meeting’s been reassigned away from you.”  
 Um, but as far as our prospect, it should be,  
 it should be very seamless,  
 um, because we don’t wanna introduce any potential  
 confusion-  
 Absolutely… um, to  
 Yeah. That, that’s the concern. You know, uh,  
 it’s not you’re gonna get a cancel email then a, you  
 know, a new meeting email, and you have to accept that.  
 And so all of that’s sort of handled with the minimal  
 communication  
 as far as they get the things  
 that they need and not  
 a bunch of excess on top of that. That’s great.  
 Absolutely. Yeah.  
 Um, one other thing  
 just to mention here,  
 uh, while we were at it,  
 on the meeting log, that’s where you’ll be able to reschedule  
 meetings as an admin.  
 We also threw in the cancellation email,  
 I’m sorry, the cancellation link there.  
 Okay. And so you’ll  
 be able to cancel a meeting from the meeting log.  
 Um, and because we know who’s logged in, we’ll be able  
 to attribute that cancellation to you.  
 So all that goes into that meeting history,  
 uh, table that I was talking about,  
 so there’s just much better auditing.  
 And then also, as far as the fairness  
 piece with the count that we give the  
 new rep and then the credit that we give the old  
 rep- That’s right… you’ll be able to  
 see in the credit history  
 that this was due to a reassignment.  
 You’ll be able to see who reassigned  
 it. Okay. So just like, and  
 just, you know,  
 uh, at LeanData, we really  
 care about your auditability,  
 you know, and like building that trust with our admins.  
 So we’ve thought through that with this project  
 as well, and, um,  
 everything will, will, will be very clear  
 as to what happened.  
 Yeah. That transparency is a huge piece  
 of things. Uh, even  
 getting the credits right  
 and having visibility into why  
 the credits are the way that they are,  
 are, you know, go hand in hand. So  
 I appreciate you mentioning that, Daniel.  
 Okay. So let’s move on to our next topic  
 of calendar buffer events. So what  
 is this? Why is this a necessary,  
 uh, improvement for our, our admins?  
 Yeah. So the last feature,  
 meeting reassignment,  
 right, it’s all admin driven. It’s, it’s  
 something that, you know, helps them out,  
 uh, kind of mostly.  
 But the calendar buffer  
 events, this is really around helping our  
 hosts out. Okay.  
 So we, um, have always had  
 buffers in BookIt,  
 but they were really only respected  
 at the time of scheduling.  
 So what that means is when a scheduling page  
 loaded, if a meeting type  
 had buffers on  
 it, we would respect those buffers  
 in the time slots that a prospect would  
 see on that scheduling page.  
 So we would only show time slots that took into account  
 those buffers.  
 Mm-hmm.Once those times were select–  
 Once a time was selected and a meeting was booked,  
 the actual calendar event didn’t have  
 buffers on it  
 or next to it.  
 And so what that meant is  
 that time that you expected to be blocked  
 off, say like 15 minutes before  
 and 15 minutes after,  
 um, it didn’t persist post-booking.  
 Right. So somebody  
 might see that, look at your calendar, for example,  
 like your manager sees  
 you’ve got actually 15 minutes after  
 that, you know, demo call you’re doing,  
 and they might put something there.  
 And so that time that you were expecting to have  
 to, like, follow up,  
 uh, with that prospect or maybe take some notes,  
 update, you know, the record in Salesforce,  
 actually gets booked over.  
 So that buffer was only really  
 respected during scheduling- Right… but it didn’t persist  
 afterwards.  
 And so what this feature does is it truly  
 creates those buffer events  
 on your calendar, on the rep’s  
 calendar, uh, if they would like ’em.  
 It’s optional. It’s just a checkbox.  
 So if you want ’em,  
 you can have ’em.  
 If you want it to work like the old way,  
 where it’s only respected at the time of scheduling,  
 you can also do that. Um, and then  
 on top of that, we added a couple more options  
 for buffer events, ’cause we heard that 15  
 minutes was a little bit too long. That was our,  
 that was our minimum. So we threw in five minutes  
 and 10 minutes.  
 Um, and then also, really importantly,  
 these buffer events,  
 they, um, are managed throughout  
 reschedules  
 and cancellation and reassignments.  
 So if a meeting’s rescheduled, those buffer events are gonna move.  
 If the meeting’s canceled, we’re gonna remove those.  
 And then if the meeting’s reassigned  
 to a different rep,  
 we’re gonna remove them from the old rep,  
 and we’ll give them to, uh, the new rep  
 at the time of the meeting.  
 Excellent. So, um,  
 just to clarify,  
 is this a global setting, or is this,  
 uh, at, at the meeting type level for, for  
 these buffer events?  
 Yeah, great question. So  
 it’s at the meeting type level.  
 Right. So, um, that gives,  
 you know, way more flexibility  
 than putting at the global level.  
 Um, and so,  
 you know, if people have personal meeting types, they’re able  
 to set those as they will.  
 Um, and then  
 yeah, it’s just, um,  
 yeah, much, much more flexible,  
 and it’s at the meeting type level. Okay. Yeah,  
 so people have the option to have  
 certain meetings have that buffer calendar event  
 and others to, to not have that. So  
 that’s gonna be helpful for a lot of folks. Thanks, Daniel.  
 All right, so multi-meeting type landing page,  
 uh, this looks familiar. Uh, if I’m  
 not mistaken, this is something that we’ve had for  
 a few versions now. So, uh, what’s  
 new about this, and how does that support  
 this idea of effortless scheduling for folks?  
 Yeah. All right, so multi-meeting  
 type landing page. Um,  
 so what  
 we had before was multi-meeting type  
 landing pages  
 for links.  
 Right. And so what  
 we’re doing here, or what we’ve done, is  
 we’ve brought that functionality  
 to Book of Reforms and Routing  
 Links. And so the implementation  
 is very different because with Book of Reforms and  
 with Routing Links, you have a graph.  
 You have your  
 Book of Reforms graph,  
 and it’s really the schedule node  
 in that graph where the meeting type  
 is defined.  
 And so what we’ve done is we’ve given you the ability  
 to select  
 multiple  
 meeting types.  
 Right. And so what, why does that matter?  
 Well, previously,  
 when you can only select  
 one meeting type in the schedule node,  
 that means if you wanted to offer  
 a different meeting type to prospects,  
 um, there had to be some sort of logic upstream  
 that directed you to a different schedule  
 node. Because only sche- one schedule node  
 can have one meeting type.  
 And so that means you had to have some branch-  
 Mm-hmm… right? So that means you have to have some  
 decision logic above,  
 and likely you’re making that decision based  
 off of, um, something from the form.  
 So that means another form field.  
 Yeah. Mm-hmm. And so  
 you have kind of all of these things, right? In  
 order to offer a different meeting type,  
 you had to do different things,  
 right? Ask a prospect for more information.  
 You had to change your graph.  
 You had to add more nodes. So- It’s just more  
 to maintain. But what we’ve done here  
 is because now you can specify  
 meeting types at the schedule node,  
 and when you specify more than one,  
 what we do is we show a landing  
 page to the prospect.  
 So the prospect can now choose  
 the meeting type that’s most appropriate,  
 um, for, you know, whatever meeting they wanna  
 have. Let’s say you wanna offer  
 a demo for scheduling  
 or a demo for orchestration.  
 Well, it’d be great,  
 uh, for the host to know, you  
 know, your rep, it’d be great for them to know which one  
 the prospect has selected so that they can,  
 like, prepare accordingly.  
 And so now that choice  
 is made by the  
 prospect. So that saves you from  
 having to set up multiple schedule nodes. It saves  
 you from branching logic.  
 It saves you from changes on your form,  
 uh, because you’ve offloaded that to the, uh, prospect.  
 And then it gives the prospect agency, actually, right?  
 So it’s, uh,  
 it… You know, do they want a 30-minute meeting, a  
 60-minute meeting, right? Different use cases,  
 uh, different objectives.  
 So, uh,  
 all that, all those requests, we know that this  
 has been working super well for links.  
 And so when we released that,  
 people were asking, “Hey, can we do this for Book of  
 Reforms? Can we do this for Routing Links?”  
 Um, so we can have parity there. And so, yeah,  
 we, we’ve brought that  
 in, so now we have,  
 uh, alignment between all of the products.  
 Yeah, that’s excellent. Yeah.  
 I hadn’t thought,  
 actually, of the benefit of not  
 needing to have as many questions  
 on your form fields to be able to direct  
 someone to the right place, because if they’re self-selecting,  
 those questions are inherently answered by the  
 meeting that they select,  
 and it’s done on their end without adding additional questions  
 for them. Exactly. Exactly.  
 And one of the,  
 one of the other kinda  
 things that doesn’t, is maybe not, like,  
 as clear here is,  
 remember we talked about meeting types.  
 Like, a meeting type has all the configuration  
 for that meeting. And so if they  
 click LeanData Scheduling Demo-Because  
 they’ve selected that meeting type, we’re able  
 to show a totally different description.  
 We’re able to show a different title. We’re  
 able to ask different questions after,  
 you know, in our, in our scheduling information page,  
 different confirmation email, et cetera.  
 And so it’s a way more customized experience  
 that you can offer  
 your prospects because  
 they’re the ones choosing the meeting type.  
 Yeah, absolutely. No, thanks for sharing that. That’s  
 a very exciting feature, and I hope folks really get  
 all the benefits that we described here from  
 that. All  
 right. Well, Daniel, thank you for sharing  
 all of these exciting new scheduling features and  
 enhancements.  
 Um, we’ve really covered how  
 LeanData is really pushing AI into everything that we do  
 so that you can gain that winning edge, and we’ve also  
 talked about this idea of effortless scheduling  
 as a part of your GTM process.  
 Um, it shouldn’t be the roadblock when it comes to selling.  
 So let’s switch gears and transition a  
 little bit into this concept of executing  
 not just efficiently,  
 but intelligently. And one of our newest  
 features around that is Best Fit Assignment,  
 so I’m gonna ask Isabelle to come back onto  
 the stage and tell us about this newest  
 Best Fit Assignment feature.  
 All right. Thanks, Kevin. Um, yeah,  
 so Best Fit Assignment is actually  
 gonna be a new functionality that we support  
 with our Round Robin node. Um, so what  
 you’re gonna see is there’s this new mode, um, called  
 Attribute Aware Mode, and what it  
 is going to do is it’s gonna help route  
 records to the best fit rep  
 based off of those rep attributes, as well  
 as some of context of the record  
 being routed to the rep.  
 So as you all may be familiar with, um, on  
 the orchestration side,  
 um, Round Robin pools were assigned,  
 um, they, they send records, but they do it in a strict  
 next in line order.  
 So, you know,  
 a lead A comes in, it’s gonna go to rep A.  
 Lead B comes in, it’s gonna go to, uh, rep  
 B, et cetera, et cetera.  
 Um, so it’s in that order, but what it doesn’t  
 do is take into account some of the  
 characteristics of the leads, like maybe  
 the language that the lead speaks,  
 where is the lead from.  
 And it also doesn’t take into account any of the characteristics  
 of, you know, that rep.  
 Like, you might have a rep who’s, like, a little bit more skilled,  
 um, in a certain product.  
 Maybe they speak a certain language.  
 Um, and you can’t really optimize for those scenarios  
 to give a better experience to your lead.  
 Um, so  
 with Best Fit Assignment, it’s a new mode  
 here, um, where you, we’re actually able  
 to take into account that record context.  
 So like that example I mentioned, like, you’d be able to see,  
 like, hey, the lead,  
 you know, speaks a certain language, they’re interested in a certain  
 product, um,  
 and you assign it to the best fit rep,  
 quote-unquote rep, based off of attributes of  
 the rep themselves, like  
 what language they speak,  
 what expertise, product expertise  
 they have, um, if they are actually good  
 at a specific industry,  
 um, have a good historical,  
 um, kind of historical success with  
 a specific industry, for example, as w- or their tenure.  
 These are all examples of attributes you can take. Um, not  
 meant to be, like, something you must do. Mm-hmm. Um,  
 but it’s gonna help take that into account when we actually  
 do the assignments.  
 Now, kind of a question there is we’re also making  
 sure we are balancing fairness to that.  
 Um, so we’re not, you know, that can easily make it  
 so that, you know, all the leads go to one specific rep.  
 That’s not what we’re trying to do here.  
 Um, this actually only takes into,  
 it only comes into play  
 in those specific tiebreaker scenarios.  
 Like, if you have rep A and rep B, they both  
 have the same number of counts. So given  
 that, like, let’s assign this new incoming  
 lead to the better fit rep in that  
 scenario. That way you’re not gonna have  
 those questions from your reps about, like, unequal assignment,  
 for example. Um,  
 yeah. So part of that, you’d be able to set those required,  
 um, attributes or priority attributes,  
 which is, like, attributes you might wanna prioritize.  
 And we are also just,  
 bonus here, bringing in count-based distribution,  
 um, to our Round Robin pools on orchestration as well.  
 Hmm. Got it.  
 So, um, more, more about the attributes specifically.  
 So you mentioned a few here, like language and product  
 expertise, tenure.  
 Are, are those things sort of preset, or can  
 you have your own custom criteria  
 internally that you can assign? And is that configured  
 in LeanData, or is it configured at,  
 like, the Salesforce, uh, level?  
 Yeah. So there’s two steps to this. Um,  
 the first step is actually kind of pulling in that attribute  
 data for your users.  
 Now, we’re gonna allow you to pull that in  
 directly from Salesforce from the user object.  
 Um, that way, you know, if there’s any updates that are done in  
 the CRM, we automatically take in those  
 updates. Now, so yeah, that  
 could be anywhere there. Um, but actually setting which  
 attributes you wanna prioritize, that will be done in LeanData.  
 That’s gonna be done in the Round Robin node itself.  
 Okay. Got it.  
 Um, so kind of jumping,  
 uh, a little over to what you talked about before with  
 audit logs. Um, so this is sort  
 of addit- another layer of how to route  
 your records  
 that’s sort of contained within a,  
 a node itself.  
 Is that captured on the audit logs? Can people  
 see why LeanData chose  
 this rep as the best fit versus this other rep?  
 Yep, absolutely. So our audit logs are also  
 updated now, so you kind of see those,  
 um, very similar to the audit logs you might see  
 in a Get Records, in a Match node. You see  
 how, um, that logic cascades down  
 and ultimately selects a rep. So  
 it’s all gonna be there for you in audit logs as well.  
 Okay. So full visibility as we like.  
 Okay. All right. Our next feature  
 here, we have, uh,  
 multi-hierarchy support. So, you know, I  
 kind of understand, uh, what the words mean here,  
 but why would someone need support for  
 multiple hierarchies? Could you tell us a little bit about this?  
 Yeah. So this is gonna be another  
 update to our account hierarchies functionality  
 that we’ve been really adding to over the last few  
 quarters. Um, and why  
 a customer, or why you might wanna use multiple  
 hierarchies is that  
 you can actually now build and maintain different  
 hierarchies for different use cases. So,  
 you know, we’ve heard some of you mention that you have  
 different hierarchies for different use cases.  
 Like, you might have a specific legal hierarchies  
 that’s really done for kind of billing purposes,  
 but then you might have a sales hierarchy  
 that’s more meant to, like, identify any open  
 opportunities,  
 uh, missing accounts that you want to reach out to.With  
 this functionality, you can now build both. You  
 can independently maintain them,  
 and you can also bring them back into routing  
 so that you can choose which specific hierarchy  
 you might wanna actually use.  
 I think another use case I did wanna bring up here is, like,  
 I know a lot of you also have different enrichment providers  
 that you use.  
 So you’d be able to build a separate Zoom info,  
 for example,  
 hierarchy, and a D&B hierarchy,  
 and then use that to try to, um, identify  
 where the gaps are between each one. Hmm.  
 I see. I see.  
 Now, um,  
 juggling multiple hierarchies, is this something that you  
 can use multiple hierarchies  
 within the same graph? Or is it, you know, only  
 for, for visualization, or can you access both  
 of them within the same path to your routing graph?  
 Yeah. So  
 I think what’s cool about this is you will be able  
 to reference multiple within your routing  
 graph. So once you build them, you select  
 in that account hierarchy match node which hierarchy  
 you’re actually trying to look into.  
 Um, and then it will just traverse that  
 specific hierarchy itself. Um, I  
 did mention that use case a little bit earlier about,  
 like, maybe you have two enrichment providers. So-  
 Mm… one way you might want to take-  
 use that to your advantage is when you go…  
 when, like, an account maybe goes through your graph, you actually  
 check for its existence in both of  
 those hierarchies, for example. And,  
 you know, if you see that one is missing, you can actually  
 update that account itself so that it actually  
 fits into the hierarchy of the other one.  
 So that’s how you can kind of get that global  
 hierarchy with multiple enrichment providers.  
 Okay. Got it. Anything else to, to mention on  
 this one before we move on to our next, uh, theme  
 here? Um, yeah.  
 I mean, I didn’t touch upon that too much, but it’s  
 also gonna resolve in your, um,  
 visualization as well. I mean, if you see that  
 screen, you can now select which hierarchy you  
 actually wanna look at.  
 Um, so  
 yeah, it’s just access to more information in general.  
 Yeah. So they’ll all just be contained in the visualization.  
 You can collapse or expand whichever  
 one you wanna look at.  
 Okay. Awesome.  
 All right. Well,  
 Amar mentioned earlier that we want to ensure  
 that as you expand the capabilities  
 in your tech stack, that you also have  
 visibility and accountability,  
 uh, that’s necessary. It’s also expected.  
 Um, and we’ve made a few  
 new enhancements that will support all of  
 you admins i- in this regard.  
 So our first improvement here is to  
 audit logs. Um, so Isabelle, can you  
 tell us what is new about LeanData’s audit logs, maybe  
 other than the assistant that you already talked to us  
 about? Yeah. We  
 know audit logs is kind of one of the favorite features  
 of our product, um, really with the visibility  
 that it brings. So we did a big update  
 and a refresh on our audit logs experience.  
 So with this, um, with this new experience,  
 you’ll be able to search across different  
 objects and products in one search experience.  
 Um, so before, you know, you’d have to go  
 into… You’d have to click into lead audit  
 logs or contact audit logs, or even,  
 like, your scheduling audit logs,  
 and you’d have to do that all separately.  
 With this, um,  
 we’re kind of bringing that all into one unified view.  
 Um, that way you no longer have to kind  
 of do that, make that extra decision where it’s like, “Well,  
 I’m looking for a log, and it was this specific record.” You  
 can just go there instantly there.  
 You’ll also see that kind of new look and feel here.  
 I’m trying to just kind of update that, make it a lot  
 more easy to parse through. And,  
 um, like I mentioned before, the new AI assistant  
 is actually gonna sit upon, on top of this  
 new experience as well.  
 Nice. Nice. So I can definitely see the,  
 the time savings, uh, as far as, okay,  
 I don’t have to go to this page and then go to this other  
 page to look at this other object. So  
 every- having everything all in one is already a win,  
 and then the auto log assistant,  
 um, or the LeanData assistant on top of that’s  
 gonna be helpful.  
 Um, is there anything else that’s, uh,  
 like net new functionality? ‘Cause this is  
 a UI change, and that’s helpful in many ways, but  
 is there anything that I can do now that  
 I wasn’t able to do before  
 with these auto logs?  
 Yeah. I mean, one thing you can do here is we did  
 add a new filter functionality, um,  
 so that you can actually dynamically filter  
 the records you see on your screen.  
 Um, so a little different, different from the advanced search  
 that we had before, where you kind of choose the specific,  
 um, kind of logs you wanna see.  
 Now you can actually zoom in on that even  
 closer. You’ll see that  
 left sidebar, there’s that new filter button where  
 you can kind of drill in even more from there.  
 Um, and then this is more on a benefit  
 side, but, like, with all of the logs  
 in one screen, you can now  
 actually trace,  
 um, chronologically trace how  
 a record might have traversed different  
 routing graphs.  
 Um, you know, you know, have a lead, classic  
 lead conversion to contact conversion use  
 case. Now you can actually see, like, okay, how  
 did it go through that lead graph, and then,  
 then how it went through that contact graph in that one  
 unified experience. No, that makes a lot of sense.  
 That’s super helpful.  
 All right. So that’s auto logs, already  
 a beloved feature, but getting even better.  
 Uh, also another beloved feature,  
 um, being able to track SLAs using, um,  
 what we used to call the hold until node. But we  
 have some enhancements around that, so Isabelle, could you tell us  
 about that? Yeah.  
 And Kevin kind of gave you that little preview. So  
 we are updating our hold until node, um, to  
 be called the track SLA node to  
 better match, you know, that use case you w- obviously  
 wanna use, um,  
 for SLA tracking.  
 Um, and we also added a series of big,  
 um, updates to the node itself,  
 um, so that it does have more, um,  
 SLA tracking and governance capabilities.  
 So one use case we hear often is, like,  
 today, if you actually wanted to track multiple  
 SLA actions, like there’s actually multiple steps  
 and things that a rep needs to do,  
 um, you would have to chain multiple  
 hold until nodes in order to do it,  
 um, just because it exits a- after,  
 like, one rule is met.  
 The other thing that we also often hear from customers  
 is, like, sending SLA reminder alerts  
 also needs to be chained because, um,  
 you know, let’s say there’s like 30 minutes left before  
 SLA expires, you actually need to configure  
 that send notification node.  
 Essentially exit that first hold until node,  
 configure that send notification node, and then go back into  
 another hold until node.So,  
 um, yeah, we made some updates. We’re trying to make  
 that a lot easier. So within the track  
 SLA node, it can now handle multiple  
 SLA rules so that you don’t actually exit that  
 node until all the rules are met.  
 And then we allow for tracking the specific amount of  
 time it took  
 for each of those rules to complete,  
 as well as in total, how long did it take,  
 um, for SLA to be met as  
 a whole. Um, within  
 that node itself, now we built in those  
 reminder notifications, so you no longer need to  
 exit those nodes. It supports email,  
 Slack, and Teams so that you can just automatically  
 send out those up-  
 those, um,  
 those notifications, uh, without exiting  
 the node itself.  
 Overall, this should make time to action tracking  
 a lot simpler because, um, you are  
 still tracking that under one time to action  
 tracker object.  
 The last thing we did here is we do have this new  
 optional, um, sec-  
 optional feature here where you can actually extend  
 how long  
 that that record is being hold,  
 held in that node,  
 um, even after  
 SLA is met. So,  
 you know, you might actually want to see how long  
 your rep ultimately did it,  
 did take the action, and you have some leeway in  
 terms of like, hey, like they didn’t do it in the four hours,  
 but if they do it in the next hour, we’ll keep it to that  
 rep. Um, we now allow you to do that just  
 within that SLA node itself.  
 Yeah. That, that’s great. Uh, personally, that’s  
 one that I’ve been  
 w- waiting for for a while,  
 um, as far as extending that, uh,  
 uh, tracking.  
 Um, you know, obviously this is a lot  
 of additional functionality, stuff that you couldn’t  
 do before or you kind of had to do some workarounds  
 to kind of get at that, approximate that.  
 Um, for folks who’ve been already using  
 our old hold until node  
 and building time to action tracker  
 reports, does this…  
 ‘Cause we’re tracking different things here, so does it change  
 how they would need to structure the reports?  
 Do they have to change their existing reports?  
 How does that kind of affect the reporting aspect of things?  
 Yeah. So we built it to kind of, um,  
 make the changes pretty minimal in terms of  
 your time to action reporting. If anything, this  
 actually gives more detail,  
 um, that you can add in your reports for time  
 to action tracking. You can track those individual  
 rules, for example. Um,  
 but there are some updates that are made. Um,  
 it’s gonna be in the new package.  
 Um, so you’d have to update your package to get those new  
 reports- Okay… if you are using out-of-the-box  
 reports. Okay. Excellent.  
 Well, thanks Isabelle for taking us  
 through all the features that you did.  
 Um, and I just wanna give a thank you to, uh, Daniel  
 and Amar earlier for sharing all the wonderful  
 updates. Um, to close, I  
 just wanted to highlight a few upcoming  
 events that we have in the next few weeks.  
 Uh, firstly, we have an expert hour coming up,  
 and these are virtual user groups for those  
 who are LeanData certified,  
 and next one’s going to be on building  
 a comprehensive revenue motion.  
 Uh, for those of you who are not LeanData certified,  
 we do have an upcoming live class.  
 Um, so if you’d like to get that certification,  
 please sign up for that next live class,  
 uh, on the 24th.  
 We also have an upcoming webinar on June  
 25th about agentic scheduling,  
 um, as far as using LeanData  
 alongside your agentic scheduling  
 and, uh, building that within your routing  
 as well. And then lastly, this is not  
 within the next few weeks, but registration  
 is open now.  
 So, uh, we’re having our annual OpStars  
 conference in San Francisco on October  
 5th. So if you have not yet signed up for  
 that, please make sure that you do.  
 All right. We will be closing it off now.  
 Um, so I just wanna  
 give a big thank you to everybody who joined us today,  
 and, uh, we will be following up if there are any questions  
 that we weren’t able to get to or  
 f- those who- folks who wanna get a recording of this.  
 But thanks again for joining, and have a great rest  
 of your day.
