Q4 2024
Task management system
Week 50, 2024 — December 9 to December 22
FirstQuadrant now includes a comprehensive task management system that helps you track and organize all your sales activities. Tasks are automatically created when the AI Brain processes emails, classifies responses, or determines follow-up actions. You can view task details including titles, descriptions, and completion status, making it easier to stay on top of your sales workflow.
The system intelligently links tasks to specific contacts and campaigns, giving you complete visibility into what actions need to be taken and why. Tasks can have different statuses like draft, pending, or completed, helping you prioritize your work effectively.
Improvements
- Added reasoning fields to tasks and activities so you can understand why the AI made specific decisions
- Enhanced the activity feed to show more detailed information about email interactions and task progress
- Improved the campaign sequence builder to automatically select default variants when only one option exists
- Added bulk actions for managing multiple contacts at once from campaign views
- Enhanced contact search with better performance and more accurate results
- Added the ability to overwrite AI qualification decisions manually when you have additional context
- Improved the email composer interface with better rich text editing capabilities
- Added keyboard shortcuts for faster navigation throughout the app
- Enhanced pipeline and stage management with description fields for better organization
- Improved the contact import process to handle larger files more efficiently
- Added action count displays to help you track campaign activity levels
- Enhanced the settings interface with better organization of notification preferences
Fixes
- Fixed an issue where some tasks were not properly linking to their associated email conversations
- Resolved problems with email processing that could cause indefinite pending states
- Fixed campaign creation issues when selecting mailboxes from large lists
- Corrected timezone handling in activity timestamps and scheduling features
- Fixed contact qualification updates that weren’t saving properly in some cases
- Resolved email synchronization problems that occurred after reconnecting mailboxes
Behind the scenes
- Implemented comprehensive database schema updates for improved task and activity tracking
- Added new API endpoints for task management and activity processing
- Enhanced email processing logic with better classification and action determination
- Improved run management system for better tracking of AI processing workflows
- Added support for external ID tracking in email and calendar synchronization
- Implemented better error handling and logging throughout the email processing pipeline
- Enhanced database performance with optimized queries and caching mechanisms
- Added comprehensive validation for URLs and organization data
- Improved webhook processing for real-time email event tracking
- Updated authentication systems and security measures
- Added automated database backup procedures
- Enhanced API rate limiting to prevent system overload
- Implemented Redis caching for improved application performance
- Updated dependency management and package versions for better stability
- Added comprehensive migration scripts for database schema changes
- Enhanced monitoring and debugging capabilities across all systems