Skip to main content

What's New - September 2026 Release

Learn more about how Crelate is evolving into an AI-first platform built to work smarter for you.

L
Written by Lauren Hickey-Jednat

This release marks an exciting step forward as we move toward an AI-first platform that powers every part of your workflow. We are bringing Crelate’s AI capabilities together into one connected experience, from the rebuilt Chrome AI Talent Assistant and conversational search to a self-updating database, unified Agent Dashboard, MCP, and webhooks. Together, these updates are designed to reduce manual work, surface smarter insights, and help you spend more time engaging the people who matter.

Here is what is new.


AI Platform

A Smarter Way to Recruit

Crelate is becoming an AI-first platform built to work alongside you.

This release brings AI deeper into the recruiting workflow, helping you move from manually searching, researching, and maintaining your database to having intelligent Agents proactively do more of the work for you.

From finding the right candidates and uncovering new opportunities to keeping your database current and connecting Crelate with the AI tools you already use, the new AI Platform creates a more connected, intelligent recruiting experience.

Ask for what you need. Discover the right people. Keep your data working for you. Let AI handle the busywork.

What's Included?

New for clients without an existing AI package: Access these AI Platform capabilities without requiring a Discover, Insights, or Agent package.

  • Agent-Based Conversational Discover Agent

    Search your database the way you would describe a candidate out loud. With the new conversational Discover Agent, there is no Boolean syntax to memorize. Simply describe what you are looking for in plain language, and the Agent handles the search for you.

    Whether you are looking for candidates, companies, or both, the Agent identifies relevant matches and can surface which people are already in your database.

  • Agents Dashboard

    The Agents Dashboard brings Crelate's AI-powered recruiting capabilities together in one centralized experience. It combines insights from Crelate's Discover and Insights Agents to proactively surface useful recommendations, including new candidates, potential matches, contact updates, and other opportunities—in one unified view.

    Instead of spending time searching across systems and different areas of the platform or relying on manual research, recruiters can use one unified view to discover, enrich, and monitor the people and opportunities that matter most.

    By consolidating key tasks, the Agents Dashboard helps eliminate fragmented workflows, reduce manual effort, and speed up decision-making on top opportunities.

  • Agents Dashboard Ideas

    The AI Platform goes beyond simply responding to searches. Crelate's Agents can proactively help you build stronger pipelines and keep your database up to date.

    The Agent Dashboard incorporates four distinct core ideas. The Discover Agent can surface relevant candidates when a new job opens, identify similar candidates based on submitted profiles, and flag potential duplicate Contacts so you can review them before adding new records.

    Agents can also monitor key Contacts and identify important changes, such as job or title updates, helping you stay informed about the people you engage with most.

Flexible AI Credits

Flexible Credits provide a simple way to access Crelate's AI-powered capabilities and data enrichment based on your plan and the features you use.

Customers without Agentic add-ons, Discovery, or Insights will receive a set allotment of Flexible Credits to use as needed. Customers with Discovery, Insights, or other applicable Agentic or enrichment add-ons will have access to packaged credits associated with those features.

This flexible approach allows you to try AI-powered capabilities before committing to additional usage, while providing options to expand your access as your needs grow.


Chrome AI Talent Assistant

The rebuilt Crelate Chrome extension acts as your AI Talent Assistant, bringing powerful AI capabilities directly into the tools you use every day. Instantly identify whether someone already exists in your Crelate database, enrich profiles with updated contact information, capture new Contacts, and more—all while you work.

The experience is faster and smarter, designed to reduce the manual research and data entry that can slow your recruiting workflow.

Chrome AI Talent Assistant & Flexible Credits

The Crelate AI Talent Assistant will be available to all clients as part of the AI Platform experience, giving you the opportunity to explore its capabilities without requiring an existing AI package or an initial credit commitment.

This gives you a chance to try the AI Talent Assistant and experience the value of its AI-powered tools before deciding whether additional credit usage is right for your team. As your needs grow, Flexible Credits provide the ability to expand access to applicable AI-powered capabilities and data enrichment.


AI Parser

Crelate's AI Resume Parser turns resumes into clean, ready-to-use Contact records with minimal effort. Simply drag and drop a resume into the AI Talent Assistant, and Crelate automatically extracts the relevant information and prepares the Contact.


Crelate + MCP

Available for clients with an AI Package for Discover, Insights, or both Agents

Bring Crelate into the AI tools you already use. Crelate now supports the Model Context Protocol (MCP), an open standard that securely connects your Crelate data with external AI assistants.

Ask questions, find candidates, and surface insights from your Crelate database using natural language directly within the AI tools you work with. MCP is initially rolling out in early access to a limited group of customers.


Webhooks

Crelate is introducing an initial Webhooks offering that expands your ability to connect Crelate with your own systems and integrations.

The initial release supports Create, Update, and Delete events for Contacts, Jobs, and Companies, allowing you to build more direct connections to custom integrations and workflows.

Webhooks can be managed through a graphical interface within Crelate or through new Webhook endpoints in the Crelate API v3.


API Updates

As always, we are making major API updates (in addition to Webhooks & MCP) to give you greater flexibility and access to the data in your system of record.

This release includes updates to Relationships, Forms, and more, along with the new Webhooks capabilities and MCP support.

Check out the guide below for a more detailed list of changes and updates.


Native E-Signature

Crelate's new Native eSignature feature makes it easy to send, track, and manage signature requests without leaving the platform. Build reusable templates with custom signer roles and fields, then send documents directly from a Contact Record or as part of an automated onboarding checklist.

Once completed, signed documents are automatically saved to the appropriate record, keeping everything organized and easy to access.

It's a fast, seamless way to keep the hiring and onboarding process moving without switching tools or chasing down paperwork.


International Settings Update

Date and time formats were previously configured as organization-wide settings under Settings > Regional. With this update, individual users can now customize their own regional preferences, allowing different users within the same organization to use the date and time formats that work best for them.


What's Next?

This is just the beginning.

We are continuing to expand Crelate's AI capabilities and build toward a more intelligent, connected platform that helps automate more of the recruiting workflow.

Explore our Strategic Roadmap to see what is coming next and get a preview of the enhancements we are working toward.

And as we continue evolving Crelate, your feedback is more important than ever. We are placing an even greater focus on listening to our clients and using your ideas to help shape what we build next.

Have an idea, request, or workflow you would like to see improved? Share it on our Feedback Board so our Product team can review and consider it for a future enhancement.

Your feedback helps shape what comes next.

Did this answer your question?