Cogent CRM

What's New — Week of July 14, 2026 · All weeks

Introducing New Templates

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates ha

Targeted Edits in AI Builder

Overview AI Builder now follows targeted-edit instructions with far greater precision. Name the actions or triggers you want changed and it updates exactly those, leaving everything else untouched. It can also apply the

New Channel Management Conversation AI

New Channel Management Experience Channel Management changes how AI bots are assigned to your conversation channels. Instead of relying on a single "Primary Bot," any bot can now be assigned directly to specific channel

Prospect AI gets an activity center & pipeline integration

We've redesigned the Prospect AI experience to give you better visibility into what your AI sales agents are doing, what they've found, and what's happening behind the scenes. Managing multiple AI agents is now easier th

Todoist: Workflow actions & triggers

Overview Todoist is a task-management platform used by teams and individuals to organize work into projects, sections, and tasks, with support for labels, priorities, due dates, deadlines, comments, and collaboration. Th

How-to: Edit Service Bookings and Payments

You can now manage service bookings by updating or editing information even after a payment has been processed. This helps ensure booking details are accuracy and accuracy is maintained during scheduling-related changes.

How-to: Assign Specific AI Bots to Different Channels

You can now manage multiple Conversation AI bots with ease by assigning different AI bots to specific channels and routing conversations based on contacts's contact information or tags. This helps you deliver a personalized experience for your clients/customers.