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Feature Requests

Flow Mode Beta

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Flow Mode Beta

Would love to have a task list in here of mayve to dos before the next meeting based on the transcript. Would also like to use this view for cultivation tasks, renegaging lost opps based on tasks set something like that

Email integration

Pull in Hubspot emails to improve recommended plays in Flow Mode.

Remove completed deals

If a user "completes" a deal within flow mode, remove it from their queue for the rest of the day.

Allow orgs to configure stages to ignore

Post-meeting prioritization

With the calendar integration, meetings/deals that just occurred should be prioritized first and trigger follow up, doc gen, + multi-threading plays.

Calendar Integration

Leverage calendar integration to identify recent and upcoming meetings.

Trigger multiple plays from recommendations page

Be able to really flow by triggering all plays and be notified when each one completes.

Custom Deal Scoring Metrics

Give the ability to configure how our org scores the deals presented. Highlight different metrics and use different weights than what Olli defaults to.

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