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All Updates
TL;DR
The new unified People page merges contacts, prospects, and candidates into a single list with role badges and a shared detail file — one person, one place, every tab. The Screening Prep Engine auto-generates AI call briefs when a meeting is booked, adapting to the person’s role and sector with branded PDF/print export.
ICP is now a full workspace: New Leads, Pipeline Matches, Job Board Monitoring panel, and an Edit Profile slide-out with inline editing. Reverse Market Profiles reach full parity with ICP — Pipeline Matches, New Leads, clickable source chips, and summary strips.
Hot lists gain inline-editable notes, an activity drawer (calls, meetings, journey), scheduled callbacks with reminders, and per-user call activity tallies on Command Station. Onboarding redesigned with a monitoring-first flow that extracts your recruited roles from your website.
Recruitment classification ships role families, Talent Pool, and take-to-market — and the Talent Pool becomes a headhunt surface with stackable search (name, title, employer), role-family, and time-in-role filters. New Leads and Pipeline Matches get sharper, sector-aware relevance so off-sector roles drop off your desk, your exclude lists are honoured everywhere, and starred companies pin to the top. The dashboard Scrape Launcher collapses to one card per client desk that runs every saved search across its boards in a single click. The morning brief leads with the most relevant recent roles per client.
LinkedIn messaging upgrades to a V3 examples-first engine. Email provider detection enables MX-based campaign targeting. Watched-company morning digest notifications arrive daily. MCP server grows from 159 to 165 tools. 20+ bug fixes.
Unified People Page
- One page for everyone — Contacts, prospects, and candidates are now in a single People list with role badges and a view filter. No more switching between three separate pages.
- Unified detail file — Open any person and see a role-aware rail with Overview, Activity, and Tools tabs. Every interaction — emails, calls, meetings, campaign enrolments — lives on one record.
- Role tabs — Prospect and candidate role tabs show role-specific data: prospect classification, 3-signal intel, and pipeline snapshot on one side; CV, call prep, reports, and references on the other.
- Convert between roles — Add a prospect or candidate role to any person with one click. Single-role contacts can pick up the other role directly from their file.
- Bulk actions toolbar — The full bulk-action toolbar (find email, find phone, campaign enrolment, export) is restored on the unified People page.
- Simplified navigation — Sidebar collapses to a single People item. Old contacts, prospects, and candidates URLs redirect automatically.
Screening Prep Engine
- AI-generated call prep — Before every call, Kolvera generates a structured brief with talking points, listen-for cues, and goals — adapted to the person’s role and sector.
- Auto-offer on meeting booked — When you book a meeting, the prep engine offers to generate a brief automatically. Approve from the Action Inbox or generate on demand.
- Adjacent experience — The brief surfaces relevant experience from the person’s profile history, so you walk into every call with context.
- Branded PDF & print — Export any call prep as a branded PDF with your workspace letterhead, ready for print or sharing.
- Live progress — Generation runs asynchronously with a live polling progress bar — no frozen screens on complex briefs.
- Automation toggle — Enable or disable automatic call prep generation per workspace from Settings.
ICP Workspace
- ICP-as-desk — Ideal Client Profiles are redesigned as a full workspace. New tabs: New Leads, Pipeline Matches, Watchlist, and Job Board Archive.
- New Leads & Pipeline Matches — Job board roles split into two views: Pipeline Matches (companies already in your ICP) and New Leads (new companies to review). Bulk select, add to profile, or dismiss.
- Job Board Monitoring panel — Slide-out panel shows your active monitoring sources with a Deep Research CTA. Refresh-now runs every checked source at once.
- Edit Profile slide-out — Edit your ICP in an inline slide-out with auto-sizing fields. Roles de-duplicated, search keywords editable in the monitoring drawer.
- Roles I Recruit — Free-text “Roles I Recruit” field seeded automatically from your target titles when creating an ICP.
- LinkedIn as manual source — LinkedIn appears as a Refresh-now source for on-demand checks, not auto-scheduled.
- Comprehensive search config — Toggling monitoring on now builds a comprehensive search config covering all your keywords and locations.
Reverse Market Profile Parity
- Full parity with ICP — Reverse Market Profiles now match the ICP standard: Pipeline Matches, New Leads, inline-edit slide-out, and summary strips.
- Clickable source chips — New Leads tab shows clickable source chips linking back to the original job board listing.
- Source-board icons — New Leads and Job Board Archive display source-board icons so you can see at a glance where each lead originated.
- Deep Research parity — Deep Research now uses Reverse Market Profile naming and surfaces key people in results.
- Summary strips — All chips now display in ICP and RMP summary strips — the +N cap is removed so you see every tag.
Hot Lists & Command Station
- Inline-editable notes — Edit hot list member notes directly in the table, polished to the People-page standard.
- Activity drawer — Slide-out activity drawer on each hot list member shows call history, meetings, and journey timeline.
- Scheduled callbacks — Schedule per-contact call-backs with date/time picker and reminders. Call-back list available from the hot list and Command Station.
- Call activity tally — Command Station shows per-user call counts: Calls, Connected, and LVM for the day.
- Dial & SMS buttons — Dial button added next to SMS on hot list rows. LVM and Number Dead status options available.
- Expand all / Collapse all — Toggle to expand or collapse all company groups in hot lists.
Onboarding Redesign
- Monitoring-first flow — Onboarding now leads with job board monitoring and includes a Reverse Market Profile step, so new users see live market data faster.
- Recruited roles from website — During setup, Kolvera reads your website and extracts the roles you recruit for, pre-filling your ICP and monitoring config.
- ICP review grid — After AI generates your ICP, a flare-card grid lets you review and edit your “Roles you recruit for” before saving.
- Join the Community — The community link is promoted to a proper button in the onboarding flow.
Recruitment Classification & Talent Pool
- Role families — Organise your recruitment specialties into role families. Each ICP and Reverse Market Profile links to a role family for clearer desk management.
- Talent Pool — Group candidates by ICP with a dedicated Talent Pool tab. Add candidates from People, Hot Lists, or the AI assistant.
- Take-to-market — When a candidate is ready, take them to market — the flow pools the candidate and prepares them for outreach to matched companies.
Talent Pool as a Headhunt Surface
- Search your pool — Search a client’s Talent Pool by candidate name, current title, or current employer — ideal for a targeted headhunt where you want people from a specific company.
- Filter by role family — Narrow the pool to a single role family in one click, with the available families drawn from the candidates actually in the pool.
- Filter by time in role — Filter by how long someone has been in their current role (under a year, 1–2 years, 2–4 years, 4+ years) to find candidates at the right point to move.
- Stack your filters — Combine search, role family, and tenure together — e.g. implementation specialists with 1–2 years in role at a target employer.
- Title & tenure columns — The pool now shows each candidate’s current title and time in role, so you can scan fit without opening every file.
Sharper Desk Relevance
- Sector-aware leads — Kolvera now recognises each company’s sector and keeps roles from off-sector businesses out of your New Leads and Pipeline Matches — so a software desk stops seeing unrelated industries.
- Relevance-filtered Pipeline Matches — Pipeline Matches shows the roles that actually fit your desk, not every job a mapped company happens to advertise.
- Your exclude lists, everywhere — The keyword and company exclusions on your monitoring config are now honoured in New Leads and Pipeline Matches, not just at scrape time.
- Fresh New Leads — New Leads focuses on recently surfaced roles, so the tab stays current instead of accumulating stale listings.
- Watchlist priority — Companies you’ve starred pin to the top of New Leads and Pipeline Matches, so the accounts you’re tracking always lead the list.
One-Click Desk Scraping
- One card per client — The dashboard Scrape Launcher now shows a single card for each live client desk instead of separate platform tiles — clearer at a glance which desks you’re running.
- Run the whole desk — One Run button sweeps every saved search for that client across each job board it covers, with combined live progress.
Sharper Morning Brief
- Relevant roles per client — The morning brief leads with the most relevant recent roles for each ICP, grouped by client, rather than a flat list.
- Top priority leads — A short list of priority leads surfaces first, with starred companies leading — click through to see the rest.
- Always there — On quiet scrape days the brief keeps your last meaningful summary instead of blanking out.
Editing & Navigation Polish
- Keyword chips — Search keywords on your monitoring config are now editable tiles — tidier to read and quicker to add or remove than a text box. The redundant Target Titles editor was retired.
- Pagination everywhere — New Leads, Pipeline Matches, and Talent Pool tabs, plus the ICP and Reverse Market Profile lists, are now paginated for fast loading on large desks.
- Take-to-market progress — The take-to-market progress bar sits at the top of the candidate list so it stays visible while a profile generates.
- Clearer bulk actions — People-page bulk actions now spell out buyer (prospect) versus candidate (Talent Pool) so there’s no ambiguity about where someone lands.
- Tidier Companies list — The redundant Contacts column was removed from the Companies list to cut noise.
LinkedIn Messaging & Research
- V3 messaging engine — LinkedIn message generation upgraded to an examples-first prompt engine, replacing the rules-first V2. Messages read more naturally and adapt better to conversation context.
- Research slide-out — Deep Research history moves into a slide-out panel, making the main page cleaner and faster to scan.
- Group-by-company lists — Pipeline and ICP views now group results by company with expandable parent/child rows and an Expand-all toggle.
Email & Campaign Improvements
- Email provider detection — Kolvera now detects whether a contact uses Google, Microsoft, or another email provider via MX lookup. Use this for smarter campaign targeting.
- Watched-company digest — Daily morning digest notifications for companies on your watchlist, grouped by ICP with deep-links to each ICP’s New Leads.
- Signature fixes — Per-inbox signatures now render correctly on page load, in compose, and in campaign test-sends. Signature mode (all emails vs replies only) respected consistently.
- Warmup pool controls — Warmup pool can be paused with a banner on the mailboxes page showing current status.
MCP Server & AI Assistant
- 165 tools — 6 new MCP tools added for ICP monitoring, new lead discovery and actions, candidate-to-ICP linking, and recruited roles on create.
- ICP monitoring tools — Get and set monitoring config, list and action new leads, and dismiss leads directly from your AI assistant.
- Bulk candidate linking — Link candidates to an ICP’s talent pool in bulk from conversation.
- Chatbot improvements — The in-app chatbot now provides richer, fuller answers to your questions.
Bug Fixes & Reliability
- Calendar fixes — Reschedule timezone bug fixed — edit modal now shows the correct time. Duplicate meetings from synced Google/Outlook calendars eliminated.
- Phone enrichment upgrade — Find Phone can now upgrade a contact from a company line to a direct dial when one becomes available. Phone waterfall reordered for better results.
- Live transcription — Call transcription now captures both sides of the conversation reliably.
- Email threading — Cross-inbox thread lookups fixed. Per-inbox sender names and sign-off deduplication working correctly.
- Connection tracking — False-positive LinkedIn connection state detection resolved. Stage corrections applied for affected contacts.
- Data integrity — Prospect save errors on duplicate LinkedIn URLs fixed. Session rollback on enrichment and ingest failures prevents cascading errors.
- Fathom integration — Meetings and Fathom notes now display on candidate and prospect detail pages. SMS expanded to full text in slide-outs.
- Faster client desks — ICP and Reverse Market Profile pages load noticeably faster on large desks after a round of performance work on the New Leads and Pipeline views.
- Reliable reschedules — Rescheduling a meeting now retries automatically when the linked calendar event has changed, so the update reaches the attendee instead of quietly stalling.