Thank you for using the AI Discovery Agent — we are so happy to have you on board! Our Agent was created to help you find the right contacts and companies faster and more efficiently. Since launch, we’ve been listening closely to your feedback and have already made a few important updates — with more improvements on the way.
🎉 What’s New
We’ve recently made a few new enhancements to improve your workflow:
State-Level Location Discovery
You can now chat by state instead of being limited to city and state combinations. The new “State” option in the distance picker also supports selecting multiple states, and Discovery’s AI Agents can now use state-level targeting in results.
More Social Profile Images
We’ve added another million social profile images to Discovery, bringing you richer, more complete candidate and contact profiles.
Run Discover directly from Sales & Employment Workflow
You can now jump directly to Discovery from the Sales dashboard and individual Employment Workflows—helping you find people and opportunities faster.
Smarter Setup
Once Discovery is enabled in your org, the Discovery area and tabs now populate automatically. If not yet set up, we show a helpful warning - so you know exactly what to do next.
Discovery Button Placement
Even if your organization doesn’t have the Discovery module, you’ll now see a “Discovery” button on contact records, right next to the social profile buttons, making it easy to learn about and access Discovery
Improved Company Domain Imports
When importing company data, domains are now supported in a cleaner format (without “https://” or “www."), improving data matching accuracy.
👀 Coming Soon
We’re actively working on new features and refinements. Here's what’s next:
Stronger Duplicate Prevention for Contacts & Companies
We’ll be adding new system-level rules to help keep your database clean and consistent. These rules are always on and work no matter where new records come from Discovery, imports, or manual entry.
Contacts: A contact can’t be created if another contact already has the same LinkedIn URL or primary email address.
Companies: A company can’t be created if another company already has the same name or domain.
When Using Discovery
If you try to add a contact or company from Discover that already exists in your database, you’ll soon see a prompt with two choices:
Update Existing Record: The record will be enriched with new details and added to your selected job or list.
Cancel: Skip adding the record.
These changes work alongside Crelate’s existing duplicate detection tools, but they go further by automatically preventing certain duplicates before they happen.
Performance Improvements to AI Agent & Discovery
We’ve made several key infrastructure upgrades to improve overall speed and responsiveness. We doubled the processing power and memory for faster results and expanded chat capacity by adding a new node to increase speed and reliability.
💬 Share Your Feedback
These updates are just the beginning. Your feedback shape our roadmap, so if you have suggestions, questions, or feature requests, don’t hesitate to reach out to our support team or utilize our feedback board.