Great coaching starts with great conversations. But preparing for those conversations often means gathering information from multiple places, reviewing activities, checking goals, assessing pipeline health, and deciding what to focus on next.

With this release, we're making that process dramatically easier.

Ask AI is now available throughout Elevate, bringing AI-powered coaching assistance directly into the places where coaching happens. Whether you're reviewing a coachee, updating a coaching plan, or reviewing coaching activities, AI powered coaching is only a click away.

Smarter Coaching Plans

Ask AI is now built directly into Coaching Plans, giving both managers and reps instant coaching support without leaving the plan they're working on.

Using the context of the coaching plan, Ask AI can help you:

• Identify areas for improvement
• Suggest coaching priorities
• Recommend next steps
• Generate questions to guide your next coaching conversation

Instead of starting with a blank page, you'll have intelligent suggestions tailored to the current coaching context.

AI Support Inside Coaching Activities

Coaching doesn't just happen during scheduled sessions. It happens every day. That's why Ask AI is now available directly within Coaching Activities.

Whether you're reviewing a completed activity or preparing a new one, Ask AI can help generate insights and recommendations based on the activity and the surrounding sales context.

It's a faster way to turn observations into meaningful coaching actions. 

AI That Understands Each Individual

Ask AI is now available directly from an Individuals Coachee Page, giving managers and coachees coaching guidance that's grounded in the individual's current performance and development.

When you start a new Ask AI session, Insight Engine automatically builds context using information such as:

• Active coaching plans
• Goal attainment and progress
• Prospecting performance
• Active Pipeline health
• Account Growth performance
• Recent coaching activities
• Team and role information

Every new AI session also suggests three coaching prompts, chosen at random from topics such as:

• Performance
• Habits & Behaviors
• Learning & Growth
• Coaching Plan Progress
• Good vs. Improvement Needed
• Self-Coaching Questions

Whether you're preparing for a one-to-one, reviewing performance, or helping someone overcome a challenge, you'll always have meaningful coaching conversations ready to go.

Empower Better Self-Coaching

Ask AI isn't just a tool for managers. It can also help Individuals take ownership of their own development. By using the context available on the Coachee Page, Ask AI can provide personalized guidance that encourages regular self-reflection, helps reps prepare for coaching conversations, and identifies practical opportunities for continuous improvement.

• Reflect on recent performance and identify strengths and areas for improvement
• Prepare for coaching sessions with personalized insights and discussion points
• Receive practical suggestions for what to focus on next
• Track progress against coaching plans and personal goals

We hope these new AI-powered coaching capabilities help your managers spend less time preparing and more time helping their teams grow, improve, and reach their potential. 

Researching and summarizing are some of the most powerful capabilities in Insight Engine - but until now, they had to be initiated one project at a time.

Of course those repetitive tasks can quietly drain your valuable time. This update cuts the busywork and gives it back to you.

In this update, we're bringing extra flexibility to List Views Batch changes, Process Events, and Automations. Whether you're working with a handful of projects or hundreds, it's now easier than ever to generate the insights you need, exactly when you need them. 

1. Run AI Research and AI Summarize Across Multiple Projects in Seconds

Need to prepare for a pipeline review? Research a new target account list? Refresh project summaries before a team meeting?

You can now select multiple projects directly from a List View and run AI Research or AI Summarize in bulk via a Batch change. This gives you flexibility and control in choosing which projects you want to include in your routine.

• List View Batch AI Research

Available in Prospects, Sales Projects, and Account Growth Projects, you can research any number of selected projects using your own Custom Research prompt or one of three built-in research types.

Choose between:

• • Company Overview
  • Company News
  • Industry Trends & News

Instead of researching each project individually, Insight Engine handles them all in one operation, giving your team consistent, up-to-date intelligence in a fraction of the time.

• List View Batch AI Summarize

AI Summaries can now be generated in bulk across Prospects, Sales Projects, and Account Growth Projects, Tickets and Flow Projects

Choose between:

• • Your Default Summary prompt
  • Any Custom Summary prompt that's applicable to the selected projects

It's the fastest way to bring an entire portfolio of projects up to date before customer meetings, account reviews, or sales coaching sessions.

2. Let Your Sales Process Trigger AI Automatically

AI becomes even more powerful when it happens automatically, when triggered. That's why we've introduced AI Research and AI Summarize as new Process Event Actions.

Now, whenever a project reaches a key milestone in your sales process, Membrain can automatically trigger AI in the background.

3. Build AI Into Your Automations

We're also extending these capabilities into Automations, making it easier to build intelligent, self-updating workflows.

This means research and summaries can be generated automatically on a schedule that suits your team, keeping projects enriched with relevant context while reducing manual effort.

AI That Fits Naturally Into Your Workflow

These updates are all about making AI available where your team already works.

Instead of stopping to manually trigger research or summaries, you can now:

• • Research dozens of projects at once
  • Generate summaries in bulk
  • Automatically research projects as they move through your process
  • Build AI directly into your automations
  • Keep projects continuously updated with fresh insights

The result is less repetitive work, more consistent information, and more time spent acting on insights instead of generating them.

We hope these new capabilities help your team unlock even more value from Insight Engine by making AI research and AI Summarize a seamless part of your everyday sales workflow.

We've all been there. Toggling between screens, mentally piecing together where your prospects actually stand, trying to figure out which process needs attention right now. It's the kind of friction that eats into selling time and makes coaching conversations harder than they need to be. 

Thats why we've introduced the Prospecting Overview

The new Overview view mode gives you a high-level snapshot of your entire prospecting efforts, organized by process and packed with the metrics that matter.

Here's what you'll see at a glance:

• New: Prospects added in the last 14 days
• Open: Active prospects, complete with health indicators
• Progress: Movement over the past 14 days
• Activity: Recent or upcoming engagement (14-day window)
• Outcomes: Qualified, disqualified, and converted prospects (30-day view)

Each process displays its owners, so you know exactly who's driving what. And every metric is clickable so you can drill into any bucket to see up to 100 prospects in that category, ready for review or action.

Why This Matters

Whether you're a rep trying to prioritize your day or a manager looking for more insights on overall prospecting efforts, the Prospecting Overview surfaces what you need immediately:

• Which prospecting processes are generating the most new opportunities?
• Where are prospects becoming inactive or stalled?
• Which teams are creating the most momentum?
• Are qualification rates improving or declining?
• Where should managers focus coaching efforts?

It's the difference between hoping you're focused on the right things and knowing you are.

Built for Clarity

We designed this view because prospecting shouldn't feel like archaeology. Your pipeline health, activity patterns, and conversion signals should be visible the moment you need them, without having to dig to find them.

The Overview is available now. Head into Prospecting, switch your View settings to Overview Mode (or simply go to the newly added Overview Tab), and see your entire prospecting efforts come into focus. Read more about the benefits of this new Overview feature in our Help Center!

Creating personalized, relevant sales emails at scale has always been difficult. Until now.  With this latest Insight Engine update, you can now embed AI-generated prompts directly inside your email templates allowing Membrain to dynamically generate personalized messaging automatically when the email is loaded.

That means sales teams can create outreach that feels more relevant and human, without manually rewriting every message. 

What’s New?

• Personalization tokens
• Content Hub items
• Standard template content

When the template is opened manually or through an Automation, Insight Engine generates the AI-driven content in real time.

And whats more, Embedded AI Prompts work in Automations and Manual email composition when loading templates, giving teams the flexibility to improve personalization across both one-to-one outreach and scalable sales sequences.

Excited to give it a try?

Here are just a few ideas that you can start working with today:

• Personalized opening paragraphs based on the customer or opportunity
• Follow-up summaries after meetings or calls
• Tailored value propositions by industry or role
• Suggested next steps based on deal stage
• Prospecting emails that feel less templated and more authentic

We hope you enjoy these new AI-powered email capabilities and the new ways they help your team create more meaningful conversations at scale. 

Searching in a CRM should feel effortless. But too often, finding the right project, company, or stakeholder means digging through broad results, retyping the same searches, or trying to remember exactly where something lives.

This update is designed to change that with the introduction of Search Scope Filters and Recent Search History for Membrains Global Search. 

Search Smarter with Search Scope Filters

Not every search needs to look everywhere. Sometimes you know exactly what you’re trying to find, you just need a faster way to narrow in on it. A new multi-select filter directly inside Global Search, allows you to choose exactly where you want to search before you even hit enter.

You can now quickly scope searches across:

• Prospects, Sales Projects, Account Growth Projects
• Tickets or Flow Projects
• Companies & Contacts

And the best part? Membrain remembers your preferred search scopes between sessions, so the experience becomes more personalised the more you use it.

Jump Back Into Recent Searches Instantly

We’ve also made it much easier to revisit the searches you use most often.

Global Search now includes a Recent Searches dropdown that gives you instant access to your last 10 searches. Simply open the dropdown, select a recent search, and Membrain immediately reruns it for you.

It’s a small change that removes a surprising amount of friction from everyday work, especially if you are constantly moving between accounts, projects, and conversations throughout the day.

We hope these new search improvements help you move through Membrain faster, find the right information more easily, and spend less time navigating, so you can stay focused on more important things. 

Your CRM is only as valuable as the quality of the data inside it.

But keeping company and contact information accurate has traditionally meant a lot of manual effort, usually by opening records one by one, chasing missing details, and relying on teams to remember to update data at the right time. 

This latest update changes that completely.

With new Batch Enrichment capabilities and powerful Enrichment Automations, Membrain now makes it dramatically easier to keep your sales data fresh, complete, and actionable. Both automatically and at scale.

Batch Enrich Companies and Contacts in Seconds

Need to refresh firmographic data before a campaign? Preparing account lists for outreach? Cleaning up stale records across your Projects pipeline?

Now, with Batch Enrichment, you can update multiple records in just a few clicks directly from your
List Views. Once enrichment is triggered, processing runs asynchronously in the background, allowing users to continue working while updates are completed automatically.

Enrich Directly from Projects

We’ve also brought enrichment directly into Project List Views.

From Prospects, Sales Projects, or Account Growth Projects, you can now bulk enrich related companies and contacts without opening each project individually.

Automation That Keeps Your Data Fresh

Perhaps the biggest leap forward in this release is the introduction of Enrichment through Automations.

Enrichment is no longer something teams have to remember to do manually. It can now happen automatically as part of your workflows.

Sales Operations teams can add an “Enrich” Automation Step to automatically update company and contact information behind the scenes using your configured external data provider through Insight Engine.

This opens the door to incredibly powerful workflows:

• Automatically enrich new prospects when they enter the pipeline
• Keep stakeholder information updated throughout active Projects
• Ensure contact records are continuously maintained without manual intervention
  
  

By combining automation with scalable enrichment workflows, Membrain helps ensure your sales organisation is always working from the best possible information. And when your data gets smarter automatically, your team can focus on what really matters: building relationships and winning deals. 

Introducing Comments in Projects: a new way to bring conversations directly to the Project level, making discussions easier to access and collaboration more seamless across the entire team. 

The result is faster collaboration, clearer context, and better teamwork throughout the lifecycle of every Project.

A Dedicated Space for Project Collaboration

Projects now include a brand new Comments option directly in the top toolbar, giving teams a simple and consistent way to access discussions related to the project.

Instead of needing to locate a specific activity, task, or object to leave a comment on, you can now start conversations directly from the Project itself. This creates a more natural way for teams to collaborate around ongoing work, decisions, blockers, updates, and alignment.

Quickly See and Join Active Discussions

Clicking the new Comments button opens a dedicated dialog showing all active comment threads connected to the Project. To help teams focus on relevant conversations, any thread with activity in the last 30 days is surfaced automatically. Each thread includes clear contextual information so you can quickly understand what’s being discussed before opening it. From there, you can:

• Open existing threads to read or reply, using @ to mention and notify a colleague
• Continue conversations without leaving the dialog you're in
• Quickly identify active discussions across the Project and join the conversation
• Start entirely new Project-level conversations
  
  

Read more about Comments in our Help Center, and look out for the new Comments button in a project today and give it a try! 

We’ve made some meaningful improvements to how you build and manage AI prompts inside The Insight Engine. 

The prompt creation experience is now cleaner and more structured, making it easier to control how your inputs are processed.

Drag and Drop Capability

With a new drag and drop capability, you can organise the various context you add in a deliberate order, which directly impacts the quality and relevance of the output. This gives you far more control over how insights are generated. 

With Contexts, you decide exactly what information goes into your AI prompt.
Easily select things like:

• Your specific instructions 
• Process Information like Process Progress, Data Fields, Stakeholder information and Recent Activity
• Additional context from The Messaging Center and The Content Hub
• And a broader Websearch if required

Sub Prompts

This release also introduces Sub Prompts. A concept that allows you layer your prompts and introduce additional prompts making it easier to standardise logic, experiment with variations, and build more sophisticated AI-driven workflows without starting from scratch each time.

Want to learn more about how to build powerful AI Prompts in Membrain?
Read our helpful article on Best Practices, or check out our e-Learning courses to help get you up get the most out of AI Prompts in Membrain instantly.

In this newest update, we’re bringing richer, real-time visual insights directly into the heart of Membrain, giving you instant clarity on pipeline health, prospect activity, and performance trends. Combined with some new and powerful tools, this update is all about turning data into decisive action faster than ever. 

Turn Data Into Decisions At a Glance

We understand that Sales leaders don’t have time to dig through reports. You need to see what's happening, instantly. That’s exactly what these new visual insights deliver.

1. Prospect Overview: Spot Trends Before They Become Problems

Right at the top of the Prospects Overview Insights, you’ll now find dynamic graphs that bring your prospecting activity to life.

* Track new prospects added over the last 30 days
* Instantly see how many are currently open
* Understand qualification trends with a combined view of qualified and disqualified prospects

2. Sales Project Overview: Real-Time Pipeline Intelligence

With new analytics at the top of the Sales Project Overview Insights, you can:

* Monitor how your pipeline is growing over time
* Understand the true value of your weighted pipeline
* Track wins and spot performance trends as they happen

Get more granularity, effortlessly

With the new “Show All” capability, you can expand any Insight Category into a fully filtered list view in a single click. This new option offers a seamless path from high-level insight to detailed action, helping you make real progress on the things that matter most.

Need help with this update? Reach out to your Customer Success Advocate or email us at support@membrain.com, and we'll be happy to help. 

As the Membrain platform continues to evolve, so should the way you interact with your data. So today, we're rolling out a new, more intuitive way to navigate Membrain, making it easier than ever to find what you need and stay focused on what matters. 

Introducing Tabs - Key Views at your fingertips

Views have been an integral part of Membrain for years, but they've always felt a little out of reach. With the introduction of Tabs you can now seamlessly switch between the Views that are most important to you, with a single click. By making Favorited, Pinned, and Default views easily accessible, we're helping you spend less time searching for key information, and more time acting on what matters.

What exactly is a View?
A View is a saved configuration (often in a List) that defines how your data is displayed, allowing you to focus on specific information for the task at hand. It brings together filters, sorting, grouping, and visible fields into a single, tailored perspective. With multiple Views, you can quickly switch contexts without losing time on configuration.

The new Tab functionality shows a selection of the following Views:

• Favourited - Views you have marked as your personal favourite
• Pinned - Views pinned by your Admin to show information important to your organisation
• Default - Views created by Membrain to highlight useful key concepts

And with the Navigator now just a click away, you can seamlessly manage all your Views, and easily access your recently visited Projects, in a heartbeat.

View Settings - Redesigned for Speed and Clarity

We’ve also taken a closer look at how you configure your Views, and simplified it.

View Settings and Filters are now combined into a single, inline component, positioned conveniently on the right side of each View. This keeps everything you need within reach, in one place:

• Quick access to Sort, Group, and View Mode
• A clear and logical way to apply filters
• The ability to collapse sections while keeping key controls accessible

Even when minimized, key controls remain accessible, allowing you to adjust your View without losing context.

Learn more!

There's plenty of information on both these updates and other capabilities over on our Help Center, go check them out!

 We hope you enjoy these updates to how you work in Membrain, and as always, we'd love to hear your feedback. Email support@membrain.com if you'd like to share your thoughts, have questions or would like a walkthrough.