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What's New with the AI Discover Agent

Learn more about continuous updates made post-release to improve user experience

Chelsie Pettit avatar
Written by Chelsie Pettit
Updated yesterday

Thank you again for being part of the AI Discovery Agent journey — we’re thrilled to have you with us! Over the past week, we’ve continued to refine and enhance the Agent based on your feedback, rolling out new updates that make discovery even smarter, faster, and more seamless. Here’s what’s new this week and what’s coming next.

🎉 What’s New

This week brings more enhancements designed to make your daily workflow smoother and smarter.


Importing Domains Via Spreadsheet

Import your Spreadsheets with a column for "Domain" and insights will be added to the Company record, automatically! For best results, format domains without “https://” or “www." - the system will automatically remove these prefixes if you do you do include them.


Performance Improvements

As part of our continued investment in platform performance, we’ve rolled out several infrastructure upgrades designed to enhance speed, scalability, and responsiveness across the board:

  • Upgraded AI Search cluster with double the processing power and memory for faster results.

  • Improved Cloudflare performance to reduce latency in AI-generated responses.

  • Expanded traditional search capacity with a new node for greater speed and reliability.

These enhancements are part of our ongoing commitment to delivering a consistently fast, seamless experience. They lay the foundation for even more advanced AI features in the future. Response times are now averaging under 5 seconds, with significantly reduced error rates.

👀 Coming Next Week

Take a peek at what's coming next week to enhance your Discover Agent


Duplicate Prevention - Phase 2

To maintain a clean and consistent database, our system now automatically blocks the creation of duplicate records based on the following criteria:

  • Contacts
    A contact cannot be created if another contact already exists with the same:

    • LinkedIn URL

    • Primary email address

  • Companies
    A company cannot be created if another company already exists with the same:

    • Company name

    • Website domain

These rules apply across all record sources — including Discovery, imports, and manual entry — and help prevent duplicates before they reach your database.

Duplicate Handling in Discovery

When adding records from Discovery, the system will check for existing entries in your database and, if a match is found, you’ll see a prompt with the following options:

  • Update Existing Record
    Enrich the current record with new details and add it to your selected job or list.

  • Cancel
    Skip adding the duplicate record.

These options work alongside Crelate’s existing duplicate detection tools and add an extra layer of protection by automatically preventing certain duplicates before they’re created.

👀 Coming Soon

Duplicate Prevention - Phase 3

Coming in October, we'll launch our AI assisted fuzzy match. This will expand beyond Phase 2 by offering additional match prevention (location, current company & more).


Insights

Get ready for a more proactive platform experience. Our upcoming Insights feature will surface timely, relevant details to help guide your next move.


💬 Share Your Feedback

Your feedback continues to guide our roadmap. If you have suggestions or questions, reach out to support or share them on our feedback board.

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