New features

Recent deals on the home page

Your home page now has a Recent deals tile. It lists the deals that were last touched , an email or a meeting , with starred deals first, using the same filter and sort as your pipeline. Status, deal value, next step, last contact, and custom fields all work here, so the home page and the pipeline cannot drift apart.

Improvements

• Adding an agent from the library now gives you its workspace: the config, the memory, and a sample of the output, so you fill it in with your own data instead of starting from a placeholder. Eighteen more templates are in the library, taken from agents people already run
• Chat can search your earlier conversations by what was said in them, read one back, and open it on screen
• A deal's Overview opens on the summary, then the next step, and the strategic fields read as lists
• A share link now opens as anyone with the link, and it does not expire, so someone outside Cedar can open what you sent
• An org admin's home pipeline widget can count the whole team's open deals, matched by pipeline name
• When a meeting is cancelled or rescheduled, the follow-up task tied to the old time is cleared
• Select and list fields save in the spelling you defined, so the same option stops showing up twice under different capitalization
• Questions about a deal field , a close date, a picklist, who the competitor is , look the field up before answering, instead of guessing a column and coming back empty
• A table chat just created shows up as a pill you can open in the transcript
• You can remove a reporting line on a deal's org chart from the line's label
• You can ask Cedar to add a classification-only category, such as Personal, by cloning an existing no-op playbook
• New accounts sign up with a work mailbox. Adding a personal Gmail as a second inbox still works
• Excel exports keep line breaks inside a cell
• Finishing or skipping onboarding lets you out
• An agent's Memory and Config folders load their files when you open them
• The CRM updater's fields list shows the fields it actually keeps current

Fixes

• A post-meeting follow-up that Cedar rewrites stays on its thread, and cleaning up the old task no longer deletes the draft the new one still needs
• A chat question about deals closing this week applies the date. An unsupported filter fails out loud instead of answering over your whole pipeline
• A multi-select value now goes to Salesforce in the format Salesforce accepts, and one field Salesforce rejects no longer drops the rest of the update
• A chat turn that fails keeps the question you asked and offers a retry, including when the request never reaches Cedar
• Switching chats no longer carries the previous chat's deal into the new one
• Saving a draft on a thread that lives in another mailbox says so, instead of asking you to retry
• Editing a long document in chat no longer hangs the turn
• Turning email notifications off is honored when no other channel is connected
• The CRM fields tab, while viewing someone else's account, reads their fields rather than refusing the page
• An agent invite reaches the person it was addressed to, and accepting it copies the agent for them

Behind the scenes

• Moved the open-weight CRM updater and next-steps path onto a faster model; the strategist stayed on the previous one after it scored worse on the new model
• Coaching rubrics are data now, so a second org can be seeded without a forked template, and the meeting coach files notes under the rep's real identity
• Org-admin read-only view of a teammate's tasks and agenda is behind a flag and off by default
• Agent tool-call payloads are capped on write, and old rows can be pruned
• CRM deal lookups and the meeting-presence check use indexes instead of scanning the table
• Provider routing tags are sanitized, which had taken the orchestrator to a full failure rate
• Field identifiers returned to the agent are labeled so a query uses the key that actuall