Introducing Compass, Notifications, and More

Meet Compass, an AI agent that researches accounts, prepares work, and completes multi-step tasks for you.

Tell Compass what you need done, and it will research, plan, and prepare the work for you. This release also introduces a new Signals experience, bidirectional CRM workflows, and new ways to find contacts, receive notifications, and manage your account.

‍

1. Compass

Compass helps you get work done by doing the research and preparation for you. Ask it to research an account, organize a list, find contacts, draft a message, or prepare a task that needs several steps. Compass will ask for any details it needs, then search our records and the public web to complete the work.

Start by describing the finished result you want. Compass will work out the steps, recommend what to do next, and prepare the result for you to review. It can also set up a task that runs in the background, which we call an Automation.

For work with several steps, Compass shows you a plan first. It keeps each research table, list, or draft in a review area; we call each prepared item an Artifact. Compass asks for your approval before it adds anything to your workspace or starts an Automation.

‍

2. Account Management and Authentication

Sign in with an email and password, Google, or Microsoft. Password sign-up now includes email verification, and password recovery is available from the sign-in screen.

Organization admins can invite teammates, assign Admin or Member access, and manage members from one place. Organization email-domain controls help keep access with the right company.

‍

3. Notifications

See new RFP and grant matches, Signals, FOIA digests, and Automation updates in one inbox. You can also subscribe to real-time email and Slack alerts.

‍

4. A new look for Signals

Signals now has a streamlined inbox-style interface that makes it faster to review and act on new opportunities. Open full details alongside your signal list, sort and filter to focus on what matters, and see related signals and activity history in one place.

‍

5. Bidirectional Salesforce and HubSpot workflows

NationGraph can now bring live context from linked Salesforce and HubSpot records into your workflow. See whether accounts are customers, active deals, or prospects across NationGraph, review CRM notes, emails, and tasks from account pages, and configure how your organization identifies customers.

Compass can use CRM status, ownership, contact, deal, and relationship data when researching accounts and preparing outreach. Reading CRM data does not change it; any action that writes to your CRM still shows a preview and requires your approval.

‍

6. Rerunnable Tasks

Turn useful Compass work into a routine. Rerun supported work when you need an update, or schedule a recurring task to run daily, weekly, or monthly.

Recurring runs stay connected to the original conversation. You can run a task immediately, pause or resume its schedule, review its history, and follow updated results in Compass Pages.

‍

7. Credits

Credits give your organization a shared balance for usage-based features such as Deep Research. Before research begins, your team can see the estimated cost and decide how to use credits across accounts and projects.

Organization admins can set monthly spending limits, helping teams plan usage, manage costs, and focus research on their highest-priority opportunities.

‍

8. Find Contacts Automation

Find contacts across a territory by job title. Include similar roles, exclude unwanted titles, and require an email address, phone number, or both.

‍

9. Deep Research

Deep Research saves you from researching accounts one at a time. Tell Compass what you want to learn, and it will help create clear questions for every account in a territory, which is the saved group of accounts you or your team is responsible for.

We search our data and the web to find facts such as which vendor an institution uses, when a contract may renew, or whether a new initiative has funding. You receive a table with an answer, explanation, and sources for each account. Filter the table to find the accounts that match what you need, download it, send it to your customer relationship management system (CRM), or ask Compass what to do next.

‍

Why this release matters

Compass turns a request into researched, ready-to-use work. Live CRM context, the redesigned Signals inbox, and the other updates make it easier to find information and people, act on the results, and stay on top of your work.