December 18th, 2025
Our new chat UI puts Poggio AI agents center stage, headlined by the introduction of Chat Threads to streamline your sales workflows. These focused, single-task conversations make chat output easier to action by keeping every deal-moving topic in its own dedicated thread. Your history is now more accessible than ever, with previous threads saved in the left sidenav so you can instantly jump back into deep dives on stakeholders or previous email drafting sessions. Think of these organized threads as the primary way to collaborate with your AI agent teammates on account intelligence and winning sales plays. To see Poggio's new Chat UI and thread functionality in action, watch this demo.
November 10th, 2025
We're excited to announce our latest innovation inside your Poggio workspace: Poggio Home. This new workspace landing page provides a consolidated view of the latest news, updates, and changes across all of the accounts you've created, saved, and viewed, the latter for the last 30 days.
Poggio Home highlights the latest and highest ranking news stories and team changes across your accounts for the last 3 months. This includes the most recent financial filings, earnings transcripts, news stories, and stakeholder changes across all accounts with citation links so you can dive deeper into any intelligence of interest.
From Poggio Home, you can search for both new and existing accounts using the search bar at the top of the page, or leverage the left Navigation to view your Recent and Saved accounts as you normally would.
Whereas the Account Digest page continues to provide updates specific to an individual account, Poggio Home surfaces the latest intelligence across all of your accounts.
Check out this demo of Poggio Home in action!
September 16th, 2025
We've made it easier to focus on your most important accounts. With Saved Views, you can save the preferred setup of your Accounts table—filters, sorting, and column arrangement—so you can instantly jump to the accounts that matter the most.
This feature replaces the previous pinning functionality with a more robust and flexible solution for organizing your accounts. We've already migrated your pinned accounts and folders for you, now available as Saved Views with the same name.
You can find your Saved Views at the top of the Accounts page and in the sidenav. And to make sure you never miss an update, your email digest will now automatically track those same accounts from all your Saved Views.
September 8th, 2025
Model Context Protocol (MCP) is an open standard originally developed by Anthropic that's fundamentally changing how AI agents access enterprise data and tools. Think of MCP as a universal translator that enables AI agents to communicate with databases, APIs, and business applications using a standardized interface.
Now your custom agents and LLM chat applications can easily connect to Poggio’s deeply researched account intelligence through MCP. Access our precomputed deep research to increase quality and reduce cost of your agent automation projects, available now, at no extra cost.
August 7th, 2025
Operate from a singular, exec-level POV across your entire organization with Poggio's new Salesforce integration. Poggio can push custom attributes to Salesforce, including POV summaries and account prioritization based on POV strength. The integration also syncs fields from Salesforce into your Poggio workspace for use in account filtering, sorting, and more.
Admins can enable the integration by contacting sales@poggio.io
July 26th, 2025
Model Context Protocol (MCP) is an open standard developed by Anthropic that's fundamentally changing how AI agents access enterprise data and tools. Think of MCP as a universal translator that enables AI agents to communicate with databases, APIs, and business applications using a standardized interface.
Now RevOps teams can easily connect internal datasets and data sources, from internal warehouse tables to all the SaaS apps in the revenue tech stack to the Poggio context engine. Poggio proactively learns how to use these novel MCP tools, bypassing brittle prompt and agent engineering that would normally be required. The result? Unprecedented synthesis of the inside and outside views of your customers, ready for consumption by your sales team and sales agents.
July 1st, 2025
Custom attributes give you focused insight and the power of prioritization for every account in your workspace. Define the characteristics of your POV as an attribute–for example: “does this account have a current AI initiative?” or “what is the account’s data technology stack?”–then prioritize using the strength of each POV.
Custom attributes are available to Poggio admins–contact your account rep or reach out to sales@poggio.io to get started.
March 21st, 2025
Poggio now includes attributes for every account in your workspace. Attributes include data like revenue, employee count, and more coming soon. Click on Accounts in the side nav to access the new account view, where you can prioritize by sorting and filtering on account attributes. We've also added full-text search, so you can find individual or groups of accounts faster.
March 12th, 2025
Poggio’s Admin and Member roles are now more differentiated, giving admins more control over the workspace experience for all members.
Poggio still supports the same three standard user roles: Admin (full access,) Member (standard access,) and Viewer (read-only access.) Capabilities for the Admin and Viewer roles are unchanged. Now, the Member role has more limited (read-only) access to workspace templates, and no access to the “Configure Poggio” workspace configuration modal.
Admins can navigate to the Settings page to manage workspace members and assign roles.
December 4th, 2024
We've added PDF export capabilities to help you share Poggio's insights beyond the workspace. Transform any piece of account research, competitive analysis, or strategic plan into a professionally formatted PDF - perfect for sharing with your team or presenting to stakeholders.
Find this feature in the menu next to any company page you're viewing.