Factors.ai Product Updates and Releases

Both views now default to the last 3 months of activity, with a new filter to switch between 30 days, 3/6/12 months, or all time. Fixes slow loads on accounts with long engagement histories.

Both views now default to the last 3 months of activity, with a new filter to switch between 30 days, 3/6/12 months, or all time. Fixes slow loads on accounts with long engagement histories.

Share any Scout conversation with your team via a read-only link. Chats stay private by default; switching to Team generates a shareable URL. Teammates can view full reports, canvases, and visualizations.

No more local package setup. Add the hosted MCP URL as a custom connector in Claude or any MCP-compatible client. Setup takes about 2 minutes with a personal access token.

No more local package setup. Add the hosted MCP URL as a custom connector in Claude or any MCP-compatible client. Setup takes about 2 minutes with a personal access token.

Basic segments now build in 1 to 2 hours instead of 8 to 10. A complete rebuild of the processing pipeline means faster iteration and same-morning results after creating or editing a segment.

Report on which paid channels, campaigns, ad sets, and keywords influenced MQLs, SQLs, deals, and pipeline. Features a collapsible reporting structure and drill-downs on conversions.

Scout can now research beyond domain-based queries. Ask about competitors, market trends, product launches, and buying signals from across the web, powered by Perplexity.

Click Analyze on any milestone journey to get impact-ranked touchpoints, verdicts (Working / Weak / No Signal / Negative), and recommended actions. Follow-up questions let you explore specific transitions in depth.

New projects launch with a pre-configured signal library covering HubSpot, Salesforce, G2, LinkedIn, and website activity. Customers get meaningful account scores immediately after onboarding with no manual setup.

Collapsible months, switchable granularity (Month / Week / Day), inline milestones, event filtering, and CSV export. Each collapsed row surfaces the top event types at a glance.

Anonymous Users and Account Activity streams now appear as parallel columns against a shared timeline, eliminating the need to scroll past irrelevant sections.

Renamed based on customer feedback for clarity. Top Identified Users is now Top Identified Contacts to align with industry-standard terminology.

A new tab in the account side drawer lets you browse, search, and run all published agents for that account. Full-width output layout replaces the narrow column view in segment tables.

When a visitor submits a form with their work email, Factors enriches their profile with LinkedIn details including role, company, skills, bio, and connection count, via Blitz.

A client-side getData() call exposes IP-based firmographics and Factors segment membership to your GTM stack. Pipe segment data into VWO, Optimizely, or any personalization tool. Enabled per project via feature flag.

Set a ceiling on how much any single signal contributes to an account score regardless of frequency. Prevents noisy low-intent signals from drowning out high-intent activity like demo requests.

Every campaign-influenced touch (emails, landing pages, forms, CTAs, social broadcasts, and more) now syncs to Factors as events attributed to the right account. Filter by campaign in segments, agents, alerts, and attribution reports.

Deanonymize US-based B2B website visitors at the person level, surfacing name, title, company, work email, and LinkedIn URL. Available across Timeline, Agents, Segments, Reports, Alerts, and Workflows.

Use Segment's anonymous_id as an event property across Explain, KPIs, Events analysis, Segments, and Alerts, closing the loop between Segment's CDP identity and Factors account intelligence.

Sync users from a Factors segment to a LinkedIn Audience alongside company-level sync. Toggle company and user sync independently from the same rule. Live for all customers.

Takes a domain and returns a ranked list of champions (name, title, LinkedIn URL) via waterfall enrichment. Prioritizes C-level and VP-level marketers, then Directors, then Managers.

Mention @people_search in any agent to fetch enriched employee data for a given domain: names, titles, LinkedIn URLs, and work emails. Filter by country, continent, job level, and function before the agent runs.

Password-based sign-ins now require a verification code sent to email. SSO users are unaffected. Prevents password-breach scenarios reported by multiple customers.

Third Party Intent Visit renamed to Bombora Intent Surge retroactively. All historical data, segments, reports, and workflows referencing the old event name continue to work.

Run Factors account research agents from any MCP-compatible client: Claude, ChatGPT, Gemini, Cursor, Cowork. Chain with CRM, calendar, and Slack MCPs for end-to-end workflows without context switching.

Agents can now pull directly from Salesforce including firmographic data, deal stage, amount, close date, and custom fields, alongside the existing HubSpot tools.

Extended from 30 to 180 days to capture full enterprise sales cycles. Use targeted event filters for longer windows to keep agent output relevant.

Customers can now track exact credit consumption by Scout and Agents from two places in the product, addressing the top transparency request.

Agents, Assistant, and Apps (coming soon) are consolidated under the Scout umbrella, a first step toward them working together in a single flow.

Map any agent output (competitive signals, deal loss reasons, governance flags) directly to Salesforce account fields via Automations, Workflows, and the Salesforce account workflow.

Filter accounts based on topics they are actively researching across the web: Attribution Models, Company Surge, Demand Generation, Demandbase, and more. Available under account properties in the segment builder.

Agents and Scout now share a single credit pool. Recommended starting point for Scout and Agents customers is 100k credits. All older separate add-ons are archived.

Call any published agent from inside another agent. One outer agent can invoke multiple inner agents in a single run, enabling modular, composable research workflows with no manual stitching.

Build complex segments without workarounds. Previously limited to 1 OR per statement, now stack up to 10 across firmographics, engagement, and intent signals in a single readable group.

Duplicate any segment with all its filters in one click. Edit the copy for a new vertical, company size, or territory without recreating complex conditions from scratch.

Two one-click visualizations: an interactive account journey timeline (channel-coded events, buying signal spikes, milestones) and a seniority x function heatmap of the buying group. No setup required.

@Segments returns all segments a domain belongs to. @Part Of Segment is a boolean check for conditional agent logic: is this account in segment X? Both work alongside existing tools.

When an agent outputs a classification or label, that value is written back as an account property you can filter on. Combine agent output like Tier 1 or Disqualified with event data to build precise segments without manual tagging.

Use the Add or Update Company Object workflow to write any agent output (last funding round, competitive signals, lifecycle stage) directly into HubSpot company fields.

Hover over any account or company property across the product to see a plain-language description, data type, and example values. Covers All Accounts and Company Identification categories initially.

Click tools inside the editor to view and change their config. Each tool now includes a plain-language description. Testing view is separated from the editor with its own scroll so long outputs don't push the prompt offscreen.