June 3, 2026
Scheduled email and LinkedIn sends, Granola all-time sync, and safer historical transcript handling
Schedule seller-reviewed sends
Email drafts and LinkedIn posts can now be scheduled after review. Sellers can edit the copy, choose a future time, and leave the asset in draft until Yuzu’s scheduled worker sends the email or posts to LinkedIn from the connected account.Scheduling uses the same approval-first workflow as send-now actions. The seller still reviews the draft before it leaves the workspace, and scheduled metadata is cleared if the schedule is canceled or the send completes.Granola can sync all available notes
Granola imports now support an all-time sync from notetaker settings. Use it when a workspace connects Granola after several customer calls already happened and needs those notes pulled into Yuzu.Older transcripts stay safer by default
Historical transcripts imported outside the recent-meeting window are preserved and searchable, but Yuzu does not automatically create new deal records for every old meeting. Assign those calls manually when they belong to an active opportunity, or use recent transcript recovery when you want the current deal-agent package on meetings from the last few days.Fixes and polish
- Deal assets now open in the in-context editor for review, approval, scheduling, and link copying before sending sellers into Studio.
- Business-case links are labeled as business-case links, not old deal-room links.
- Email and LinkedIn schedule/cancel behavior now has smoke-test coverage.
Every deal gets the buyer package
Next actions now treat the TLDR and business-case page as the standard buyer package, not optional model suggestions. When a transcript or deal signal comes in, Zu keeps those buyer-facing artifacts visible alongside one contextual move, usually an email or LinkedIn action when the record gives it a clear reason.A card is not the same thing as a render job. New TLDR generation still runs through transcript intake or an explicit click, with source-meeting dedupe in place. The difference is that the seller no longer has to wonder whether the right follow-up is hidden in Studio, missing from the action list, or waiting for a later agent run.Email review moved back into the deal
Agent-drafted emails can now be opened from the next-action card. Sellers can edit the recipient, subject, and body before sending, without leaving the deal context. Business-case actions also include a Draft send email option, so Zu can prepare the short note that shares the TLDR and business case with the buyer.Replies and sent emails are no longer treated as detached Studio artifacts. Deal and people pages can use Gmail history to show the conversation thread, and people can infer related deals from sent or received email rows.Contacts and older meetings are easier to recover
When a transcript includes a buyer email, Yuzu can create the primary contact automatically instead of forcing the seller to re-enter the same person. People pages also show deal relationships inferred from email history, so a contact added from Gmail does not look disconnected from the active deal.We also added a backfill path for recent completed transcripts. Teams can queue the deal agent across the last few days of meetings so older calls receive the same current next-action package without waiting for another buyer event.Fixes and polish
- Mark done now completes the specific action you clicked, not just the first action in the list.
- Copy share link now writes the deal link to the clipboard instead of silently doing nothing.
- Business-case next-action buttons route to the deal-page review surface instead of falling through to TLDR generation.
- Legacy and internal action types are normalized into email drafts, because email is the usable surface for seller requests and internal follow-up.
The workspace now starts from the deal
We rebuilt the core app around the seller’s real operating loop: buyer conversations, next actions, evidence, and shareable follow-up artifacts.Deal pages now show the current signal, the next moves Zu recommends, previous completed actions, contacts, deal-specific emails, hotlinks, and buyer-facing content in one thread. The goal is simple: open a deal and see what changed, what matters, and what to do next.
Zu is now part of the product
Zu is the workspace chat agent. It can answer questions from the current route, inspect deals, pull contacts, create or update artifacts, read uploaded attachments through searchable chunks, and keep notes in the Master Vault.
Gmail is a source of signal now
Yuzu can connect to Gmail withgmail.send and gmail.readonly. People pages can backfill relevant conversation history for a contact, deal pages can show deal-scoped email threads, and replies sent from Yuzu are persisted back into the app.Email is still seller-controlled. If email autopilot is off, agent-drafted sends wait in an approval queue. If it is on, the same draft and tracking path can send directly from the connected mailbox.
LinkedIn posts and engagement connect back to deals
LinkedIn is now an outbound channel and engagement source. Yuzu can draft posts, route them through approval when autopilot is off, publish from the connected profile, and pull reactions or comments back into the workspace.When a LinkedIn actor matches a saved person profile, Yuzu can connect that engagement to the right buyer thread instead of treating social activity as a disconnected vanity metric.Better models, better judgment, fewer sloppy drafts
We upgraded the model registry across agents and content generation. Deep deal and chat work now uses Claude Opus where the task needs longer reasoning, Sonnet handles high-volume generation and summarization, and Haiku handles cheap classification-style work.We also added LLM judge passes for generated content. Drafts can be scored against a rubric, revised once using judge feedback, and rejected when the revision does not improve. This gives Yuzu a stronger quality gate before buyer-facing copy becomes an email, LinkedIn post, or business-case asset.Smaller things that matter
- Deal next actions can be regenerated from the deal page and coalesce rapid clicks into one agent run.
- Public business-case pages are now the primary buyer page, not the old timeline-style deal room.
- Business-case pages support video-first layouts, theater mode, picture-in-picture behavior, transcript copy, and CTA mailto actions.
- Product assets can be added as reusable buyer-facing material for business-case pages.
- Public link and rendered-video engagement feeds into deal engagement events for downstream signal.
- Chat is hidden on public routes and only mounts inside authenticated workspace routes.
One route for customer work
Deals, unassigned calls, Library cards, and video pages now point back to the same customer thread. If a call is not assigned yet, it opens as a temporary call page inside Deals instead of jumping to a raw transcript.Public Yuzu Links remain shareable buyer links. Internal deal pages remain the workspace view for calls, videos, drafts, quotes, and search.Notetaker fanout is deduped
We tightened notetaker ownership so one provider meeting becomes one canonical transcript. If Yuzu cannot match the call to a workspace member, the transcript stays with the admin/integration owner until an admin assigns it.Autopilot is also idempotent per source meeting, so duplicate webhooks or integration fanout do not create repeated recap videos or burn quota twice.Safer background work
Search, analytics, pattern clustering, completed-video visibility, and KB reindexing now use bounded, recoverable queues and indexes. The goal is boring: new data should show up without duplicate jobs, stalled drains, or workspace-scale scans.
Cmd-K can answer questions now
Search is no longer only a list of matching records. Ask a question like “who did I talk to recently?” or “who asked for security review?” and Yuzu gathers evidence from calls, insights, analytics, and recent transcript context.Answers include citations so you can open the source instead of trusting a summary.Intelligence is a real workspace now
The old async insights page has been replaced with a full Intelligence section: KPIs, patterns, quotes, case-study candidates, and content ideas. KPIs are powered by call, video, link, insight, and team-coverage data. Patterns and content suggestions will keep getting sharper as more call data is indexed.Under the hood
We added full-call vector search, insight vector search, Typesense search docs, ClickHouse analytics facts, and coalesced sync queues so new call activity updates search and analytics without creating duplicate background work.Calls now roll up into deals
Yuzu now groups calls, TLDR videos, public links, email draft suggestions, and insights into buyer deal threads. When a notetaker or integration provides clean metadata, grouping happens automatically.When the source is messy, the call stays visible as unassigned. You can assign or merge it later. Merge is a grouping action; it does not delete the original calls, videos, links, or drafts.Deal pages carry context forward
Recap generation can use previous calls from the same deal, not only the current transcript. Deal pages also include searchable call moments, so you can ask where a buyer mentioned a feature, objection, or next step.Email drafts are suggestions
Yuzu can draft follow-up emails from call and deal context. It does not access your inbox or send email for you. Review the draft, edit it, and send it from your own email client.
The app now speaks Yuzu
We rebuilt the app shell around the new brand system: Fraunces headlines, warmer surfaces, yuzu yellow, ink, leaf, and a much clearer navigation model.Home is now a GTM signal board instead of a generic dashboard. It shows what needs review, what happened recently, whether autopilot is on, and which customer language is worth paying attention to.Video creation got more personal
We added thumbnail customization, cloned voice support across supported videos, better public video pages, and a cleaner approval flow. Public pages can now show moments and chapters, including useful non-sales-call videos.Dark theme, onboarding, and the new site
Dark theme is now first-class, onboarding guides new workspaces through brand and voice setup, and the public website has been updated around the same “Just keep talking” product story.New workspace onboarding
New workspaces now get a guided setup flow for brand details, voice selection, notetaker setup, and a first TLDR preview. You can also replay onboarding from settings when you want to refresh setup choices with your team.Better shared video pages
Public video pages now support richer business case content, editable business case copy, FAQs, restored analytics breakdowns, and personalized video thumbnails. Shared videos also stay visible while processing, so links do not feel broken during generation.Voice and notetaker improvements
You can create cloned voices, choose them in video flows, and manage them from avatar admin. Notetaker setup now includes Circleback, organization-scoped Ergo and Circleback connections, safer webhook handling, and automatic transcript sharing for new team members.Fixes and polish
- Preserved automation flow creators during processing.
- Improved classification recovery without abandoning existing rows.
- Tightened organization routing during sign-in and onboarding.
- Cleaned up video UI hook dependencies and onboarding preview transitions.
- Introduced this documentation site, replacing scattered internal notes.
- Published the Sales Email Video Flow API reference.
- Added Integrations section starting with notetakers (Fireflies, Granola, Fathom).