Label your tasks and notes, draft and delete via API

This week we added labels to tasks and notes, so you can organize and filter them the way you already tag your other records. We also opened up the API to draft emails and delete CRM records.

Labels on tasks and notes

You can now organize tasks and notes with labels, the same way you tag your other records. Add one or more labels to any task or note, then filter or group your views by them.

Draft emails via API

You can now create email drafts through the API, and they appear in your Gmail or Outlook drafts folder, ready to review and send. The Email Draft API works across the SDKs, REST API, MCP, and CLI.

Delete via API

You can now delete CRM records such as accounts through the API. Support for deletion is coming soon to the agent SDK.

Smaller improvements

• The agent can now more efficiently obtain comprehensive context about opportunities within an account
• Chat threads now scroll and render more smoothly
• Chat messages now have a copy button for grabbing text in one click
• Custom views now have unique URLs that can be shared and bookmarked

If you’d like to see a walkthrough of the new features or catch up with our team, set up some time with us.