Product Update: Ask Polly AI and Pipeline Time Machine

Meet Polly: Your AI Deal Analyst

Polly is here to solve the CRM search problem. Instead of building complex reports or digging through individual deals, just ask questions in plain English.

Ask Real Questions, Get Real Answers

Polly understands natural language queries about your deals:

Lost Deal Analysis:

• "What deals did we lose because we didn't have Salesforce integration?"
• "Which deals were lost due to pricing concerns?"
• "Show me RFP deals we lost last quarter"

Open Deal Intelligence:

• "What open deals require SOC2 compliance?"
• "Which deals mentioned competitor pricing?"
• "Show me deals waiting on legal review"

Won Deal Patterns:

• "What features sealed our enterprise wins?"
• "Which references helped close deals?"
• "What objections did we overcome in won deals?"

How Polly Works

Polly analyzes all engagement data - emails, calls, meetings - across your open, won, and lost deals. She understands context, not just keywords, finding insights buried in thousands of conversations.

The AI identifies:

• Specific objections and concerns
• Feature requests and requirements
• Competitive mentions
• Decision criteria
• Stakeholder priorities

First Step in CRM Search Evolution

This initial release focuses on engagement analysis, but it's just the beginning. Polly will soon understand:

• Deal properties and custom fields
• Historical trends and patterns
• Team performance metrics
• Pipeline movements and changes

Pro customers can access Polly now through Playground. Start asking questions you've always wanted answers to but couldn't get from traditional reporting.

Pipeline Time Machine: See What Really Changed

Pipeline Trends got such a massive overhaul, we renamed it Pipeline Time Machine. Now you can actually see what's driving pipeline changes, not just that something changed.

Understand Pipeline Dynamics

The new view breaks down exactly:

• What Grew Your Pipeline: New deals created, amounts increased, stages advanced
• What Shrank Your Pipeline: Lost deals, amount decreases, pushed close dates
• Open Deal Movement: How existing deals progressed or stalled
• Net Impact: The combined effect on your pipeline value

Time Travel Through Your Pipeline

Pick any date range and see:

• How your pipeline evolved day by day
• Which actions had the biggest impact
• Whether growth came from new deals or deal progression
• If shrinkage was from losses or date pushes

Powerful Filtering

Apply filters to understand specific segments:

• Filter by pipeline or stage to see product-specific trends
• Select teams or owners to analyze performance
• Compare current period to previous years
• Drill into specific deal categories

Weekly Email Updates Match

Your Week in Review email now uses the same Pipeline Time Machine format. See the same clear breakdown of what grew and shrank your pipeline delivered straight to your inbox.

Expanded Help Center

Our help site got a complete rebuild with comprehensive documentation:

Context-Sensitive Help

Every page in Data Parrot now has a help button that takes you directly to relevant documentation. No more hunting for answers - help is always one click away.

New Documentation Sections

• Getting Started guides for new users
• Feature deep-dives with use cases
• Best practices from successful customers
• Video tutorials for visual learners
• Release notes with full feature history

Quick Access to Key Topics

Popular help topics include:

• Setting up your first filters
• Understanding AI feedback
• Running effective deal reviews
• Interpreting pipeline analytics
• Optimizing team performance

Additional Improvements

Team Filtering in Activity Dashboard

The Activity Dashboard now supports team filtering, letting you:

• Compare performance across teams
• Identify team-specific patterns
• Track regional differences
• Benchmark team productivity

Empty Close Dates in Deal Pulse

Deal Pulse Mode now handles deals without close dates, common in early-stage opportunities. The AI provides feedback on when these dates should be set based on engagement patterns.

Quality of Life Updates

Numerous small improvements make daily use smoother:

• Faster page load times
• Improved filter persistence
• Better mobile responsiveness
• Clearer error messages
• Enhanced export formatting

Getting Started with New Features

Ask Polly: Pro customers can access through Playground. Start with simple questions like "Why did we lose deals last month?" then get more specific based on what you discover.

Pipeline Time Machine: Navigate to the renamed section (formerly Pipeline Trends). Try the new breakdown view to understand this week's pipeline changes.

Context Help: Click the help button on any page to get specific guidance for that feature.

These updates fundamentally change how you interact with your CRM data. Polly lets you ask questions naturally, Pipeline Time Machine shows you exactly what's changing, and the new help system ensures you always know how to get the most from Data Parrot.