Rosalie Chassat: Alright!

Rosalie Chassat: Good morning, good afternoon, everybody! Thank you for joining us today for our webinar. Today, we are doing the Make Product Update webinar, where we will be covering version 51.4, 5, and 6.

Rosalie Chassat: I’m Rosalie, so I lead the customer success here at Client, and as always, I am joined by Yannick, our CEO. Hi, Yannick, I see you’re wearing some cool shirts.

Yanick Abraham: Go abs, go, Roselli, go abs, go. It’s not going according to plan, but for our international customer, the Montreal Canadiens are in the playoffs.

Yanick Abraham: And they are losing 3-1 to the Hurricanes, but now we have a next game coming on, so we support them. And now, because we have those new, cool pins, I can wear anything I want and still be branded, so… exciting time, exciting times.

Rosalie Chassat: Fingers crossed for tomorrow’s game. Alright, so Yannick will be doing our product and demos, and as always, we have Natalie that’s in the chat that will be answering your questions.

Rosalie Chassat: And, you may have seen on the LinkedIn as well, last month was a big month for us, Yannick, with the agents. We were at Agent Force New York, Agent First Toronto, so very busy time for clients.

Yanick Abraham: Yes, exactly. And tell me, again, if you have a problem with my sound, but yeah, we’ve been busy traveling with those world tours. It was nice to see some customer in every of those countries we’ve visited. Next one is London, so exciting times coming in June, 18 of June.

Rosalie Chassat: Yep, for all our UK customers.

Rosalie Chassat: Alright, so, quick reminder, before we start, the webinar is meant to be interactive, so use the chat, use the comments, the emojis, you can use the Q&A as well, we want to know what you think. We’re actually gonna start with a quick poll, as always. I’m just gonna launch it, and then talk a little bit about the agenda, but we just wanna know if we have

Rosalie Chassat: first-timers for today’s webinar, or if you guys are there every month, which is great. Welcome back, or welcome. Oh, we have some new.

Yanick Abraham: Question.

Rosalie Chassat: Hi!

Rosalie Chassat: All right, okay, so today we’re back to our usual release webinar format, covering everything that was shipped across 51.4 through 51.6. So since the April webinar was really agent-focused, we haven’t walked through a couple of these, so that’s what we’ll do today.

Rosalie Chassat: 51.6 is our current version, and it was released on May 11, so that’s already a couple of weeks ago.

Rosalie Chassat: So, instead of going release by release, what we’ll do, we’ll just grouped it by feature. So, we’ll start with the snap. We’ll also talk about small improvements in the workspace, invoice, resource planner.

Rosalie Chassat: We’ll show public project workspace, Jira Time Tracker and Jira Sync Demos, first time we’re demoing those two, features.

Rosalie Chassat: Then we’ll finish with some updates on Agents and Feature Hub, and then product roadmap, upcoming release, etc. So, let’s jump in with our very first, updates. Alright, the Snap, perfect. So, Snap’s been a product since January, is when we released it. A lot of customers are already using it, which is great. We know adoption is still growing, so while we’re gonna cover some of the new things, we’re also gonna use the occasion just to showcase the Snap

Rosalie Chassat: workspace as a whole, because I know a lot of people ask a lot of questions about it.

Rosalie Chassat: So yeah, Yannick, do you want to walk us through the snap and what’s new there?

Yanick Abraham: Yeah, this is great. And we made those improvements because customers ask for it, because people are starting to use it, and even people are starting to really stretch the envelope, and using very, very big projects, and automating all of it, so very excited about this, and this gives us where we’re going with this product.

Yanick Abraham: So we’re gonna make it evolve. So I’m gonna show you a few things. So first, you can see my list is growing here of a snap that I have. I have this one. Let me just refresh my page.

Yanick Abraham: this one that ACME, that we want to look into. I don’t know if you knew, but you can click those, and it’s gonna open up that SNAP record, so you can access it directly from here as well. And, you can… and it’s dropped, and you can have access to the records if you wanted to, but you can drop the workspace here.

Yanick Abraham: We can see that, from here, I can collapse my tables, and what I like to do sometimes is to put myself in full screen, so I can really consume that snap properly, that report properly.

Yanick Abraham: This is nothing new, this is the snap, but what we’ve added, we have added a few filters. So if I click filters here.

Yanick Abraham: you’re gonna be able to sort and filter based on new practice region, resource practice, and resource region. So let’s say I just want to have my North America team, so… and I’m just gonna…

Yanick Abraham: collapse my filter, you can see that the graph have changed. And if I go back into my filters, and let’s say I just want to see my dev team.

Yanick Abraham: I’m gonna remove this one, this filter here. You can see that the graph is updating at the bottom based on the different filter that I have for my practice, my region, and my other filters. So as you grow, if you’re starting to use those filters, you’re gonna be able to classify your data a lot better.

Rosalie Chassat: Perfect.

Yanick Abraham: Good, so that’s the first portion of it. Second portion of improvement we did, it’s on the Resource 8 map, so I don’t know if you… so, looking at that graph, and let me, clear my filters…

Yanick Abraham: So, looking at that graph, we can see that we’ve started great, we’ve over-consumed a little bit, but we’re still tracking the curve. But at some point, we just stopped around November, we just stopped. Well, we were still scheduled to do more, so this is not good, right? And you can see those variations in different levels. You can see we were going the red starting at around January, in terms of catching up. This is the infection

Yanick Abraham: Point of the, or where the two lines cross.

Yanick Abraham: But you can also see that information through our different lenses, and one of them is the schedule variance of that heat map based on either your resource here, or you can group by role if you wanted to. But what we’ve improved here is that, for example, logged hours, you can see that we can still see the gray zone, because you were scheduled 2.9, you logged 0, so you didn’t log, but because of the

Yanick Abraham: that the calculation was made, those were disappearing totally. We were not seeing them, so now we’ve put some emphasis, because there is some calculation, there is some logic and intelligence in terms of how we’re representing the data, so we’ve just increased that logic. So, if you haven’t used the ITMAP, please start using it. I like using the heat map in different ways.

Yanick Abraham: Quite often, what I’ll do is, on the schedule variants.

Yanick Abraham: I would group it by week, for example, so I have more… less granularity, and a bigger overview of my project, and then I can even group it monthly, so I can see, okay, the first few months that were in the green, but it’s really been at the end that is really dropping it, so the variance is for 114 hours.

Yanick Abraham: So that heat map is very, useful for this.

Yanick Abraham: Good, so that’s about it for the SNAP. The other improvements, they’re more on the back end of the SNAP workspace, so those projects that, or those SNAP year created, you can create them on a schedule. So, for example, if you want to have a SNAP every week, or every day even, you can create those in a schedule, because one thing we have already, but we’re gonna continue to improve, so

Yanick Abraham: if I’m drawing that graph, I can compare against my other version and compare against my baseline. So, and because of that, I want to keep older versions, so I can compare my scheduling in the past with my current scheduling, what was sold.

Yanick Abraham: So it’s really a snap, it’s a snapshot of your project, so you want to keep version of those, you want to baseline some of those, and we… the automation can create those and can delete some of it, too.

Yanick Abraham: And we were talking about the improvement. This is where we’re going to add to the platform to increase, to help you with the incremental snap, so you don’t have to snap the entire project all the time.

Yanick Abraham: So those will be add-ons. As you guys use it more and more, you will see that you will need those scheduling jobs, so you don’t have to create them manually every time.

Rosalie Chassat: Perfect. And I know the scheduling portion is something, it’s like the first question customers ask when they start using Snap is like, how can I automate this? Now you can.

Rosalie Chassat: And yeah, as always, for the Snap Workday specifically, that’s one of our top features that we’re working on, Yannick, if I may, so if you have feedback, it’s really important that you share it with us, so we can incorporate this. All these little things were based on feedback from customers, so please try it and share your feedback.

Yanick Abraham: Yeah, and we’re really stressing it, doing stress tests with it now, with really big volume, so we should… it’s been a bit rocky in that level, but we’re, yeah, fixing everything. For a small project that doesn’t spend multi-years and have hundreds of tasks under the resource, you’re fine already, but this is going to be fixed in the next release, and after that, we’re gonna just improve. We know that the resource portion is a bit lacking, the project portion

Yanick Abraham: is better, so there’s a lot of places we can give you more feature, but yes, feedback, please, so we know what… where we should aim next, and we’re going to be looking at the idea exchange also.

Rosalie Chassat: Yeah, perfect. I see Natalie shared in the chat the link for if you want more information about the Snap workspace, it’s right there, and I’ll send it after anyways. So, in terms of other improvements, in other interfaces that came from 51.4 and onwards, we wanted to highlight a few things, so we’ll kind of demo one by one. They apply to different teams, so let’s just dive into it, Yannick and show the zero duration milestone one.

Yanick Abraham: Yep. Okay, so, this is more kind of,

Yanick Abraham: It’s a battle of philosophy, in terms of where you stand. In my mind, and in the design mind, a milestone. It’s intemporal, it doesn’t exist in time, it’s like a moment, it’s punctual, and there’s no date to it, meaning that the duration should be zero.

Yanick Abraham: So, but in the past, for our existing customer, the duration is 1, meaning that, for example, if I had a milestone, a signature milestone today.

Yanick Abraham: The start date, because of my dependency line, would be tomorrow, because it would take into account that I have a duration of one day. In this specific case, you can see my signature milestone is on the 28th of May, and that dependency is bringing that kickoff on the 28th of May as well. There’s no one day duration. So this is what we changed.

Yanick Abraham: To make sure that we didn’t break anything and it’s backward compatible for existing customer, the setting remains, meaning that duration is 1. If you want to switch it, it’s in the client configuration, custom settings.

Yanick Abraham: It’s a milestone duration, you just need to check it, and then, you’re gonna be enabling that zero day milestone.

Yanick Abraham: Yes.

Rosalie Chassat: So if you’re using dependencies and milestones, make sure you read that release notes carefully and make a decision.

Yanick Abraham: Yeah, if you don’t do anything, it’s gonna stay the same. If it’s been a problem in the past, and if you always debated in terms of it should be 0 or 1, then you have the option. Any new customer will be to 0 by default. Existing customer remain at 1 by default.

Rosalie Chassat: Perfect.

Yanick Abraham: real-time assignment, then. We’ve mentioned that now it was easier to work with that assignment grid. What we’ve added as well is more of those refresh and making sure that everything is following through, and it’s, the user always knows what’s happening. So, for example, if I want to add some hours in that opportunity or that security task here, and I want to add January.

Yanick Abraham: I can just tell them how many hours I want to assign, allocate to Jenny Red, and then it’s gonna create, and you can see that on the left side, it updated automatically, so it’s all those kind of refresh in the background that is now happening, so you don’t have to refresh your screen, for…

Rosalie Chassat: Our extra selfish.

Yanick Abraham: Given the information.

Rosalie Chassat: Perfect. Yay.

Yanick Abraham: The next one is on the resource plan, so if I’m opening up this specific project resource plan, and it works on both the global resource planner, but also, that project resource planner.

Yanick Abraham: And I left those color codes so we can really see the difference. So, those big 8 hours block, those are vacations, those are PTO.

Yanick Abraham: So if I expand, Jenny, I’m gonna see those are time off hours.

Yanick Abraham: And they do add up into the month’s calculation, so you can see, for example, that January, she has 8 hours of PTO plus 12 for 20 hours, which is 11% of her workload.

Yanick Abraham: Now we have an option to hide PTO, and then the recalculation is made as well, and you can save those into your presets, so this way you can hide easily your PTOs.

Rosalie Chassat: That one, a lot of customers were really happy that we rolled this out.

Yanick Abraham: Go ahead, sure.

Yanick Abraham: And again, for practice and region, as you grow and as you want to segment your project a bit more, you need those segmentation in terms of region practice. So on the invoice side of things, if I’m going to my generate invoice.

Yanick Abraham: We’ve added, again, those, region and those practices. It’s a lookup object, so it’s a record that you need to create, to create a region and a practice.

Yanick Abraham: So here, it’s just listing you, those, so, when you search, it’s gonna search just for those practices and those,

Yanick Abraham: those.

Rosalie Chassat: So, any organization that’s generating tons of invoices, you’re welcome, again.

Yanick Abraham: Yeah, exactly. So it’s, again, it’s to simplify the life when you’re executing, so if I just want to see the Africa and the North American, then I can just only have one project associated to that region, and that’s it.

Rosalie Chassat: Alright, beyond the little demo we did, there was also a bunch of fixes, smaller improvements that were maybe not worth doing a demo about it, but be sure to read through them if you were waiting for some of these fixes. That was a big focus for the last few weeks on the dev team, so…

Rosalie Chassat: Yeah, we won’t walk through those, but… Alright, moving on to the next, interface, the public project workspace. This is one of my personal favorites of the moment. We wanted to take the occasion today to revisit it, because still some customers don’t know about it.

Rosalie Chassat: Just before, getting into it, let’s just do a quick poll, because we’re curious to know how you’re currently sharing project visibility with your stakeholders today. So you can select more than one answers, we’re just curious, as we’re jumping into that, if you’re already using the public project workspace, or maybe something else, or nothing at all.

Rosalie Chassat: And then essentially what we want to do today is just recap what the public project workspace does, and then tell you what’s new and improved, in… maybe I should launch the poll, that would be helpful.

Rosalie Chassat: And then we can tell you what’s new. Yannick, I think you’re already sharing your screen, so maybe you want to jump in?

Yanick Abraham: So, while you guys answer, I’ll show you the technical aspect, and then we’re gonna see the end result. So, the goal is to be able to share with your customer their

Yanick Abraham: the workspace, the project workspace, meaning a Gantt, or maybe just a grid, or maybe just the timeline to your customer in a read-only mode.

Yanick Abraham: Also, having the capacity to change the format of what you’re showing, depending on the type of project, so that’s the goal of that. And you don’t need to buy anything for this to work, you just need to set… there’s one license required, but you just need to set up a site, and then you don’t need to buy a customer community, it’s just part of that standard package.

Yanick Abraham: And what happens when you have this, you get two fields, mainly, that work with your system. So you can see here that I have my public project workspace link, so this is how I’m gonna access it. And you can see that that public project is using a preset, and I have my preset set up here, webinar. So this is how you control what you show on that read-only public project workspace.

Yanick Abraham: And as soon as I click on it, it’s gonna get me to that

Yanick Abraham: specific preset I’ve defined, and this is a read-only thing. I can still adjust my column for visibility. I can unwrap if I want to, and I can wrap again, but that’s mainly it. I can download, there’s a few filters or toggles, but you can change the theme, but it’s a pure read-only, there’s nothing that can be edited in this interface.

Rosalie Chassat: Perfect.

Yanick Abraham: What has been improved here, it’s, something in the backend, so URL security, but also, the description field and the wrapping, that behavior that I’ve just shown, is, has been improved.

Rosalie Chassat: Right, and if I can add, so this was released in 50.9, so that was, like, before Christmas, but still a lot of people don’t know, and I’m looking at the poll results, and a lot of people are still building reports outside of clients, so please give this a try, or a product status report a try, a combination of both as well. Also, if you’re used to taking screenshots of the workspace Gantt, which a few people said they are doing that.

Rosalie Chassat: Please try this public project workspace. I’m sure the end result will be better. If it’s not, let us know. I would be very surprised, but please let us know. And the last thing, I don’t know if you mentioned it, Yannick, but it’s pretty cool. You can, if you’re using the project status report, you can also add the public project workspace link as a field to your project status report, which is a nice way to kind of combine both, so…

Rosalie Chassat: Alright.

Yanick Abraham: a live version. This is a live version, while the status is on a stamp or on a snapshot again, so you can combine both. And then if you really want to push the envelope, then you need the customer community, which what we’re seeing is becoming kind of the norm.

Yanick Abraham: So everybody should be collaborating with their customer and their community, but that’s the other level.

Rosalie Chassat: Perfect. Alright, now we’re diving into the Jira world, and

Rosalie Chassat: We are getting started! It’s not the first time we talk about the Jira thing and time tracker, but it is the first time we are demoing it. So I just launched a quick poll. We want to know if you’re using, Jira in your organization or not. I did this webinar back in December, and it was about a 30%, 70% for 30% using Jira, so I’m just curious to see where we land today.

Rosalie Chassat: If we have the same audience, it’s different people.

Yanick Abraham: Yep.

Rosalie Chassat: We’re probably gonna lend around the same, we’re at, yeah, 40% Jira-ish.

Yanick Abraham: We have a cool new feature around Jira that are available for purchase. We have a customer that are live with it, and that are using it daily.

Yanick Abraham: I’m happy that we have that connector. This being said, if you don’t have Jira now, don’t start. Don’t get it. You can do everything in client, and even better. This being said, some customers have been using Jira, and it’s embedded into their culture, and there’s no way of getting it out. So now you have the possibility to link both together, so you can get that, all the value that a PSA provides, meaning

Yanick Abraham: all aspects of schedule versus actuals, and be able to have proper reporting and measuring your workbench and your workload, while your dev team can still work in the environment that they are used to. So this is both of both worlds. So it’s starting for the Jira thing, it’s starting per… it’s per org pricing.

Yanick Abraham: And for the Time Tracker, which is an app in Jira, it’s per user per month. If you want more information, Rose Ali and Raul will be in contact with you, don’t hesitate. And they’re going to soon be released on the AppExchange as well, and on the marketplace. This being said, if you want to start using them now, you can. They are available right now.

Yanick Abraham: Okay, the demo part of it. Let me get into the proper environment.

Yanick Abraham: Here… Oh.

Yanick Abraham: Fresh. Okay, so what we’ve, when you will install that Jira Sync package, so this is another package to install, you’re gonna get a new app that’s called Jira Sync, and in there, you’re gonna be able to do a lot of things. And the use case usually is that you have projects that are being

Yanick Abraham: run in Jira, and you want to bring them and keep them in sync in Salesforce and Client.

Yanick Abraham: So this is what that Jira thing is doing. So, for example, I can search across my entire Jira database to see all the different projects that I have, and I could sync them directly. In my case, I’m gonna just look for the one that has been created today. So I have that new Acme cool project that hasn’t been synced yet. So if I am pressing the summary button, I’m gonna see some technical aspect.

Yanick Abraham: on the Jira side, but for you guys to understand, so those are the Jira fields, either standard or custom field, and then you have mapped fields, so you can map them to

Yanick Abraham: task field in clients, so project and task field, so you’re gonna be able to map those and do account code mapping to map those, to sync those.

Yanick Abraham: So this is one thing. And then what you can do is, in our case, we want to sync the project, so we want to start syncing the task within that project. So right away, it’s being synced already. You can see that it’s created here at the bottom, and I can view it.

Yanick Abraham: And you can see that I can auto-sync, meaning that I can keep that project in sync, and it can always refresh, and this is based on schedule job.

Yanick Abraham: So the scheduled job, you can make it run. For now, it’s a fixed 15 minutes, but it might be parameterable at some point. You can always run now, and you can unschedule the future run if you want to unschedule the future run. So you can run that on the schedule, so everything gets synced all the time.

Yanick Abraham: So if I’m taking a look now at that project that got created, that Acme Cool project, there’s a few things to, notice, if I did everything correctly…

Yanick Abraham: Which I assume it didn’t.

Yanick Abraham: Let me revert back to my other project, then. So what it does, it’s, it’s creating task assignment, based on the different tasks in the project, and based on the assignment of those tasks.

Yanick Abraham: So, it’s gonna create those task assignments, and it will also create, the tasks. So, the task, and the one that I was looking for is this one here. What is the fuss about Jira? So, this task has been brought from that Jira project.

Yanick Abraham: and created here in client. Okay, so the first thing to, to know, to notice is that, kind of curious, let me just refresh to make sure.

Yanick Abraham: on my test run, it was working fabulously. Okay, so what is important to notice is that on the client side, now what you have, you’re gonna have some Jira section, where the, you’re gonna get the project ID, the key, and also a link to your project with some syncing message

Yanick Abraham: Meaning that, what has been synced and, when it got synced. So that’s one thing. The other, aspect is, on the task itself, so if I’m opening up my…

Yanick Abraham: Basket.

Yanick Abraham: I’m gonna have some section in the Jira section here. Again, that’s linking, and that’s telling us that statuses, and I kind of work both ways as well. You can create

Yanick Abraham: from client, you can create in Jira. Now it did the opposite. And now I’m back into that board, and I see that this is the Jira side of things, so this is a Jira card. And here in that Jira card, I can… we have that second product that we’re promoting today. It’s the time tracker. So you can see on the Jira issue, now I can have that log time button.

Yanick Abraham: And what it does, it’s connecting to client with all the different permission that’s already set in client, so very trusted and very secure. And it’s looking… it’s already linked, in this case, to my project and my task, so my teammate can already come in here and lug some hours on its task, so it respects

Yanick Abraham: all the different criteria that are set in client while we are in Jira right now.

Yanick Abraham: And at the end of the week, or if you want to see his recap, we even have a kind of a replica of our mobile timesheet, where you can see all your submitted time, and at the end of the week, you can just go ahead and submit.

Yanick Abraham: Meaning that for devs that are purely just on the Jira side, they can use this to track time. If they need to do other things, they want to see project, and see tasks and create projects and tasks, then they will need a time PSA license.

Yanick Abraham: But, this is, the Jira time tracker.

Yanick Abraham: Prudicolo?

Rosalie Chassat: Pretty cool. Again, if you, if you are interested, I know some customers I’ve already mentioned they were interested, on calls I had with them, so be sure to rewatch this demo afterwards, and or reach out to, myself or the support team, for next steps, or if you have some questions, on this.

Yanick Abraham: If I continue, I’m still in the board, the Jira board, so let me just create a new task, and I’m gonna assign it to myself, and then this task has been created in Jira, and if I’m coming back into client…

Yanick Abraham: And let me just go back to my project, my implementation project.

Yanick Abraham: And if I press, it would sync automatically, right? After 15 minutes, it would sync. I can… in my project itself, we have a new button, the Jura Sync, so you can press that button to sync all tasks, or you can even just sync a specific task.

Yanick Abraham: So you can see this one, this is under the task, the one I just created. I can just sync it. It would have done it automatically if my setting was on. And now, just like that, my task has been created, and with my task assignment as well linked to it, meaning that everything is all

Yanick Abraham: included together, all link, and then you can really start tracking your cost rate, you can start tracking your performance, you can start to validate your schedule against what’s really delivered. So it’s really bringing another value level of visibility on top of Jira.

Yanick Abraham: So yeah, I think the combination of both is great.

Rosalie Chassat: Yay. Alright. Thanks.

Yanick Abraham: You see, if I looked everything up…

Rosalie Chassat: Yeah, and Natalie shared that we have documentation on both these features, so the time tracker, and as you were saying, full documentation, like, what it is, how it works, how to set it up, all available, so we just dropped the link.

Rosalie Chassat: Here. Perfect. And I see our questions have been answered, so all good there. All right, okay, for our next… I think we have something just before.

Yanick Abraham: No, the other feature, it’s after.

Rosalie Chassat: Okay. Alright, so, next section. So, agents update. So, on the agent side, we talk about it every webinar, but probably the biggest update is that Planning One is now officially live on the AppExchange.

Yanick Abraham: Yeah, exciting.

Rosalie Chassat: Today!

Yanick Abraham: That was last night, but yes.

Rosalie Chassat: This morning, we got notified, you told everybody, so… So, Yannick is showing it on the screen, so this is just some images, but I think we can show a bit of the documentation.

Rosalie Chassat: And essentially, yeah, so this is the AppExchange, you can see a little bit of information. We did include most of the information we have on our website as well.

Rosalie Chassat: So you can just download it after today’s webinar. We’ll drop the link to the app… well, it’s already there, I’ve seen that put it. You just, get it now, and you can have a free trial, test it out, play with it. Here we highlight what action it does, so you can get your morning brief.

Rosalie Chassat: Telling you which, which task you should tackle first, your night recap, so what changed during the day, these are scheduled, so they happen, automatically. Then you also have the on-demand recap you can do, so ask follow-up questions, who’s the owner of this, log time, blockers, etc. Priority list, so tell me what I should pay attention to, and then week ahead summary, what’s coming up in the next week.

Rosalie Chassat: And the coolest part, which is really what we want to mention, beyond surfacing the information, Planee is also able to take actions directly in client when authorized.

Rosalie Chassat: So it can update task status, push a due date, create a new task, so if it flagged a couple of tasks for you, and you’re like, I already did these, you just tell Plani, please mark these as complete, and Plani will do it. So, saving you some time, hopefully.

Rosalie Chassat: Yannick, what else do you want to tell us about Plani and what it can do?

Yanick Abraham: It’s exciting because, it’s really the first agent that is following our new model, and that is really aligned with making, like, being very good at something specific. So this is version 0.5 of Planee. We’re still in beta, meaning that we’re expecting a few more releases of it, and then it’s gonna be stable at version 1.

Yanick Abraham: But you can absolutely start using it now, and you can have an impact on it now. So, yeah.

Yanick Abraham: It’s the first one, and you can maybe notice that we’re changing the… because it’s, we’re doing a new iteration. If you’ve been in our community, you might have seen that the screenshots are still missing, so now we’re reinvest… not reinvesting, but getting back into generating those screenshots and the branding, too, so this will be the new face of our

Yanick Abraham: Pliny One, so excited about the new branding also.

Rosalie Chassat: Alright, and just as an FYI, you have to be on version 51.4 and above to use this, so just a little disclaimer here, and as you can see, this agent, all our agents are $1,000,

Rosalie Chassat: one time, you pay one time, you have it forever, and then, of course, you also need, Salesforce Flex credits. But these are the kind of details that are all included in our documentation when you start digging through it.

Rosalie Chassat: A lot of… even if we don’t have the screenshots yet as well, you still have, like, a clear example of what kind of questions you ask and output you get, so have a look, there. And then as for other agents.

Rosalie Chassat: Touchi, our Touchpoint agent that I’m very a fan of, was officially submitted to the AppExchange last week, so on the next webinar in June, we should be able to demo it to you as well, so stay tuned for that. I know that agent’s also applicable to a lot of our customers.

Rosalie Chassat: And…

Yanick Abraham: And I don’t know if you picked it up, but at some point I scrolled, and there was a tiny widget on the left.

Rosalie Chassat: I didn’t want to mention it, I didn’t know how official it was. That’s a next one. I know Tachi will have for sure on the next webinar. Time is the timesheet.

Yanick Abraham: Yeah.

Rosalie Chassat: We’ve done that.

Yanick Abraham: It’s following closely, it’s following closely, and then Staffy is the other one after, plus our MCP, and then Guidey, which is the onboarding agent, so, yeah.

Rosalie Chassat: Yeah, and we did have a question, in the chat about whether planning will be able to schedule time on tasks. I think that would likely be something more staff you would do in later versions, but for now…

Rosalie Chassat: Yeah.

Yanick Abraham: Plani, you can see it as he’s gonna report on how many hours has been logged, and if they’re going over budget, while staff is gonna have the knowledge of somebody there, a resource manager, that kind of stuff.

Rosalie Chassat: Yeah. Let me just launch a quick poll, because we covered a couple of different… very different functionalities. So we just want to know from today which, features or updates you’re most excited about. So Snap, Public Workspace, Jira, Plani, Other Agents.

Rosalie Chassat: other fixes and improvements, if we were really waiting for that PDO toggle… hiring toggle, let us know, and we want to know as well, always curious to know if you already upgraded or not. I know a bunch of customers did in the last week, but, always good to validate.

Rosalie Chassat: And then, if there is nothing else, yeah, let’s move on to the Feature Hub. Alright, so Feature Hub, Customer Community, however you want to call it. Just quick updates outside of product release. So, first, on the side, the old community has officially been discontinued. So after today, if you try to get to the old link, it will redirect you to the new community.

Rosalie Chassat: So, yay, so it’s officially, officially live. We demoed the community on the last few webinars, so we won’t do that again today, but you can see some… we will just show you what’s new.

Rosalie Chassat: So over the past month, we’ve added a couple of things. So, we have now a home page. This is what Yannick is showing now.

Rosalie Chassat: That includes a couple of cool things, so it’s telling you, which, which version is the current version, it’s telling you how many updates you’re missing out on, so I think this means you’re kind of on the right… on the right version. It’s also telling you, if you have an onboarding project, it’s gonna show you the tests that are coming in there. Also some data… this is our test account, so the data is empty, but assume when you log in, you’ll see…

Rosalie Chassat: Proper data.

Yanick Abraham: I’m sorry, I had to refresh our cat.

Rosalie Chassat: Perfect, so you see a couple of stats, like how many days ago you upgraded, when was your last upgrade, which version you’re on, so winter 2024, hmm, that’s a bit older, I guess.

Yanick Abraham: Yeah, so this is a test data, yeah.

Rosalie Chassat: Normally.

Yanick Abraham: Nobody…

Rosalie Chassat: And then at the bottom, you have, I don’t know if you have the badges, yeah, a couple of badges, we’ll tell you more about this in the coming, weeks. We also have a new little section for referrals, so know a consulting firm that could use Client? Wink wink. Yes, please.

Yanick Abraham: Please, tell us!

Rosalie Chassat: We have a whole page about this, and we really wanna encourage you to give us referral, and also reward you, and thank you if you do, so have a look at that page if you have some

Rosalie Chassat: referral in mind, you can just fill in the form, and then that’s it, we’ll get back to you. So, thank you in advance. And then you have direct link to all those different sections of the community, the ideas, etc, etc. And then if we click on chat with… I don’t know, chat with Clara, that will bring you to the support tab. We made a couple of improvements to the support tab, so now, Clara has been there for a while, but if you go to the support

Rosalie Chassat: at the top, this is our recommended way, so chat with Clara first, and then if she can’t help you, she’ll create a case for you. So this is now officially live and working, and Natalie, the rest of the team, is not going anywhere, so there’s still humans behind answering you.

Rosalie Chassat: But, do give it a try with Clara first. Anything you want to add on that, Janik, that I missed?

Yanick Abraham: Just to, reach your homepage, you click on client. You didn’t want to talk about it today, but, we’re gonna be launching our onboarding project shortly with every one of our customers, so this is another exciting portion. This homepage, we’re still, improving the versioning and what’s new, so, please be patient with that small block here. There’s a lot happening behind, so…

Yanick Abraham: We can make this,

Yanick Abraham: relevant to you guys, but yeah, a lot of improvement in here. We are covering other portions, correct, Roseli? From the community?

Rosalie Chassat: We already covered them last time, I mean, you can talk about it, I guess.

Yanick Abraham: Maybe the only thing I want to show is on the documentation we just saw today, so about the planning documentation, so you have the feature spotlight, the quick start, the full reference, the admin guide, the release note, and some FAQ.

Yanick Abraham: And please, please use our comments function if you need more information, if something is unclear, you can just…

Yanick Abraham: navigate, and if you want to know, let’s say, more information about something here, or the formula is not described, just leave a comment, and then our AI agents are looking at those and are improving the documentation all the time.

Yanick Abraham: So this is the best way to ask for more information.

Yanick Abraham: about documentation is to use our comment mode. So… and if you’re looking at the feature, you have that planning agent, and if you click on Jira, you have those two, those two as well available.

Rosalie Chassat: Perfect.

Rosalie Chassat: Alright.

Rosalie Chassat: Our next section was going to be the product roadmap, if we go back to the slide. All right. On the roadmap side, a couple of bigger items that are, coming on 51.7, so just so you know, 51.7 should land in a little… about a month, end of June.

Rosalie Chassat: So when we do the webinar, it’s gonna be a little bit of a teaser of what’s coming the next week.

Rosalie Chassat: So one highly requested feature was for skills support inside project templates. A lot of people were waiting for this. This is coming, for sure. We’re also continuing to improve My Deadlines, which was released, in autumn a couple of months ago, so just making it more usable.

Rosalie Chassat: We’re also adding group by resources capabilities in the workspace. That should be a really cool one to demo on the next webinars.

Rosalie Chassat: Yannick, I don’t know if there’s anything else you want to share on that one, or we keep it very, secret and mysterious for today.

Yanick Abraham: No, I think a picture is a word… a thousand words, so let’s wait for it the next time. Anyway, I’m not able to talk anymore, so…

Yanick Abraham: It was a game last night, if you recall.

Rosalie Chassat: We’re… we’re… you’re still recovering. We’re also extending the undo and redo capability in the workspace to add the assignment, take into consideration assignments, and then the copy-paste capability to also do it for assignees and checklists, which it’s not supporting right now. So, if you’re using those two and you were really excited, it’s gonna be even nicer to use moving forward after 51.7. And then on the agent side, Yannick already mentioned touch sheet, timely.

Rosalie Chassat: coming. And then I’m not sure if Natalie shared it already, but we have our full agent catalog, there it is, if you want to see the full suites.

Rosalie Chassat: That’s coming.

Yanick Abraham: Lara is getting a big revamp, too. There’s new tech… new technology on Agent Force that we’re gonna benefit from, and the new agent as well, but we are revamping, so now we have our agent building and training our agent, so the

Yanick Abraham: pace of development and innovation is gonna go even faster. That’s exciting.

Rosalie Chassat: Yeah, so this is, even more important for you to share your feedback, because, like, our capabilities have just, like, increased a lot as well, in terms of what we can develop, what we can deliver in the product. So please, again, I feel like I repeat myself, but do share feedback on anything client-related.

Rosalie Chassat: All right, one final invite before everyone drops off. Just to let you know, next week, June 4th, same time, 11 a.m. EST, we’re hosting a special webinar. Raul, actually, from our team, is hosting the webinar, featuring our customers and partner, 28 North, so Caitlin and Ryan. It’s going to be very practical, they’re gonna talk about what their operations looked like before using Client, how they evaluate their different options.

Rosalie Chassat: It’s a bit salesy, but also it’s very, useful. I don’t know if you joined the last webinar that was a bit in that style, but you can see really, like, how they, implemented Client, and what they’re using it for, and where they are now, with, their business and using Client, so very, hands-on. We’ll, Natalie drop the registration link, so you’ve got that there.

Yanick Abraham: You know, it’s always good to see how other people are using the system. It gives a lot of ideas, usually, so yeah.

Rosalie Chassat: And if you’re curious, you can also watch the webinar we did with InCloud.

Yanick Abraham: Oh, no.

Rosalie Chassat: It was a couple of weeks ago, and it’s in the recorded section that you can watch on demand as well, in the same style. And then, as a reminder, our next regular product update webinar will be June 25th. It’s the day after Saint-Jean-Baptiste in Quebec, which is a very big holiday, so everybody.

Yanick Abraham: I’m gonna have another outfit for that one.

Rosalie Chassat: But we’re doing it! So, you can register, and it’s gonna be version 51.7 and Touchy Agent, demo, and maybe more things, who knows? Alright, and again, if you can’t register because it’s summertime type of thing, still register, you can watch it on demand. And before we wrap up.

Yanick Abraham: We didn’t, put it there, but the London people and people in Europe, please come to the World Tour June 18, correct, Rosalie?

Rosalie Chassat: Yeah, June 18. By now, I would have reached to most customers about it, of people I know are based in the UK, but I know sometimes teams are bigger, wider, like, kind of global, and they may have key people in the UK, so please, reach out to me if that’s the case, and we can coordinate. We want to make sure we meet as many of our customers as possible, it’s always nicer in person.

Rosalie Chassat: So… yeah, that’s a good point, and as always, if you want to review us on G2 AppExchange.

Rosalie Chassat: Please take a few seconds to do so, minutes, and then continue sharing your feedback. I will send a follow-up email after today that’s recapping key things, and there was a lot of links that we shared today, so…

Rosalie Chassat: If you didn’t copy all of them, then you’ll have it in the emails. If there’s any other questions that you have, I invite you to just send us a quick email and support, and maybe just put webinar in the subject line so we know it’s something about the webinar.

Rosalie Chassat: And then, yeah, someone is asking, I’ll just let it, run. Someone is asking where to see the previously recorded webinar. If you just go on our website to events, events section where you register to webinars, and you just scroll down, they should be in the recorded webinar. If they’re not,

Rosalie Chassat: We should fix that.

Yanick Abraham: I’m never gonna be there, yeah.

Rosalie Chassat: Perfect.

Yanick Abraham: Perfect. Awesome!

Rosalie Chassat: Alright, and thank you very much. We’ll see you next time. Have a great day.

Yanick Abraham: Yeah, and go, as go.

Rosalie Chassat: Co-ops come.

Yanick Abraham: Enjoy one.

Rosalie Chassat: Good afternoon, good morning, everyone!

Rosalie Chassat: Thanks for joining us. I’ll wait a couple of seconds, time for everybody to get in.

Rosalie Chassat: All right.

Rosalie Chassat: Alright, let’s get started.

Rosalie Chassat: Okay! So, welcome to our April product update webinar with Client. I’m Rosalie, I lead the customer success here at Client, and today, as always, I am joined by Yannick, our CEO, who will be walking us through our products and demos. Yannick, I think you’ve been pretty busy these past few weeks slash days.

Yanick Abraham: Hi, it was Aliyah, we’ve been traveling quite a lot, we’ve been on the road, so, we were coming back from the Salesforce TDX in San Francisco, so it’s the,

Yanick Abraham: the tech conference of Salesforce. Dreamforce is more kind of the user conference, while TDX is the developer conference, so we’ve learned quite the interesting stuff that’s upcoming in the next few releases of Salesforce.

Yanick Abraham: Plus, two weeks ago, we were in Utrecht, Netherlands, to see, to be part of the Agent Force World Tour, but, we’ve met some of our customers as well, so…

Yanick Abraham: Hi to Cobra, Grootech, and Balance Force that we’ve met before. Cobra and GrowTech, they also had a booth at the event, and we’ll be on the road. Rosalie, we have other dates to announce at the end of this webinar.

Rosalie Chassat: Yep, exactly. And as always, we also have Natalie, who’s on camera today! Hi!

Nathalie Adam: Hi, everyone!

Yanick Abraham: Yeah, it’s good to see you.

Rosalie Chassat: She’ll be, helping us in the chat, answering your questions, and I think everybody, all our customers know Natalie by now, so… Alright, perfect. And before we move forward, just keep in mind this webinar is meant to be interactive, it is not a one-way presentation, so don’t hesitate to send questions, react, drop comments, etc. And speaking of interaction, we’ll just start with our

Rosalie Chassat: very first poll. As always, we are curious to know who is attending those webinars. Is this your first webinar or not? I’ll leave a couple of seconds, and we can move forward with our agenda. So today is a little bit different from what we usually do on product update webinars. We are focusing on client agents and our new feature hub, and this is really where we’re pushing our product forward. So what you’ll see today is already live.

Rosalie Chassat: There’s a couple of things that are coming next, and in terms of agenda, we will start with talking a little bit about, the feature hub, then we’ll show, how the agents, fit directly in client, and how you can use them. Most of the time will be spent on the demo with Yannick, and then we’ll wrap up with what’s coming next, roadmap, those Salesforce events we mentioned, etc. So, let’s… and it looks like we have a lot of newbies today.

Yanick Abraham: Yeah, recorded attendance today, so welcome, everyone.

Rosalie Chassat: Record registration, yeah. Perfect. Okay.

Rosalie Chassat: So, before we jump into agents, quick highlights. This week, we are officially launching our customer community, the Feature Hub, as you can see on the screen. So this is really our new home for knowledge, answers, how you stay up to date, how you make sure your team are adopting clients faster. We did introduce this on our last webinar, and I’ve been mentioning it on quarterly check-in, but this is now the standard way moving forward. This is where you want to be.

Rosalie Chassat: And, this is something we care about. You also see our ideas exchange. We’ll be touching on this, during, the webinar. It’s been live a few weeks, and hopefully you get to try it out, and if you have any thoughts, if you have been trying it out, let us know, how your experience was in the chat.

Rosalie Chassat: All right, anything you wanted to add there, Yannick, on the feature, Hub?

Yanick Abraham: Oh, I think we’re gonna dig in, but a lot of this is, we are able to do this because of AI and what we’re gonna be showcases later today, so, it’s kind of, again, we’re trying to be role model. We are customer zero, so we’re trying everything on ourselves first.

Yanick Abraham: So today’s demo, we’re gonna feature the agent and how they help us on our day-to-day life.

Yanick Abraham: It’s a preview, so not everything is live. There is… we’re submitting some of those agents to the AppExchange, so they’re going to be trusted and secure, but this is what is upcoming in the next few releases. We want to iterate and release a lot of those agents in a rapid sequence, and you’re gonna know about them inside that feature hub, where you’re gonna get all your knowledge.

Rosalie Chassat: Yeah, and I see Darren is saying,

Rosalie Chassat: Future Hub, the new one, 100% better than the old one, and I agree. I think everybody, at least on the team, agrees. All right, so speaking of those agents, so we recently launched a new track, or hybrid project delivery platform, so Yannick mentioned we were there, where human leads and agents help delivery. You will hear us say that a lot. Simply put, you can now assign your agents to your project, your task, work alongside with them. We are introducing 8 agents.

Rosalie Chassat: Along with an MCP server, and that’s what we’ll cover today, a few of them.

Rosalie Chassat: The concept behind all of them is very simple. So they are specialized, each agent is focusing on a small set of 5 actions.

Rosalie Chassat: Always 5 actions that they do really well, and they always require human approval. So 5 actions, and then the human approves. So you stay always in full control. Soon they will be available in the agent exchange, and just keep in mind, all of these agents are consuming Salesforce Flex credits.

Rosalie Chassat: So, if you don’t have those yet, make sure you do get them to your AE. Yannick, do you want to walk us through the catalog from our website? I don’t know if…

Yanick Abraham: Yes, absolutely. So, the website, already have a listing of our catalog that we’ve launched while we were in Utrecht.

Yanick Abraham: So, like you said, it’s 8-agent, 1 MCP server. There’s gonna be questions about pricing, so they consume flex credit. For the majority of you guys, you need to buy those directly from Salesforce. Then on our side, we’re gonna sell them as a $1,000 once…

Yanick Abraham: Meaning that they’re going to be able to use them at opportunity for $1,000, and they’re going to consume less credit. This is version 1. We were going to be releasing a version 2 and version 3 of those agents.

Yanick Abraham: Which you’re gonna be able to purchase as well.

Yanick Abraham: Today, we’re gonna be focusing on our PSA squad, so we’re gonna be looking at Scopi with its 5-action, Plani. Tiny, I know it’s one that you wanted to cover, Rosalie, today, we’re gonna postpone a little bit, it’s coming, but we’re gonna leave it for a further demo.

Yanick Abraham: We’re gonna go over Touchy, which is our touchpoint agents, one of Rosalie’s favorites, and KC, which can be seen a little bit as our Clara in terms of support. Plus, you’re gonna see a live demo of our MCP server and what you can do with it. This one could be available in the next few weeks.

Yanick Abraham: If you are interested, this is not an App Exchange package, it’s gonna be something else that we can supply you, that MCP server.

Yanick Abraham: So you can see those actions. You can see we’re trying to put kind of dates or statuses of our release, even here on our website, where we stand. So, until it’s version 1, this is when we’re going to sell it to you officially, but you can expect, end of, beginning of summer, to be able to, try those products.

Rosalie Chassat: Yeah, and just to clarify, if you go on a website, you just click on product, and then it’s the last option at the bottom if you want to get there, and each of those agents you can click on, and then there’s a full-page description on everything it can do. So, after the webinar, some reading.

Yanick Abraham: And this is what I was doing, they’re still, until they are released officially, and you have the documentation on the feature hub, all those actions they do, those five actions, plus the year review approved, they’re still subject for approval, because we want to ship them

Yanick Abraham: To make sure that they are reliable, they always do what they’re supposed to do, they’re working very well, so we might trim down some of the requirements to make sure we ship those faster and with more reliable functionality, so the feature hub will be the real reference for the feature we launch.

Rosalie Chassat: Right.

Yanick Abraham: Okay, so let’s jump with the first one, was that it?

Rosalie Chassat: Yeah, first agent, that’s a special one to me, so touchy, which is focused on customer meetings and follow-up. So, this is a really, real one, because I do spend a lot of time on calls with customers. The challenge is not doing the call, but it’s doing the prep before, and then the recap after updating the project, sending the follow-up, all this. It is critical, it takes time, it’s easy to miss things, so the goal here is very simple.

Rosalie Chassat: help you stay focused on conserving every… on the conversation, everything that’s important. It’s all based on that transcript, called transcript that you would have. So, prep, recap, follow-up, project updates, all in one place.

Rosalie Chassat: So yeah, instead of talking about it, let’s just, show it out. And again, I encourage everybody to use the chat to comment, ask questions, you can use the emojis, etc.

Yanick Abraham: Perfect, yeah, so, this one, and you will see all our agents, they have project at their core. So, Techie will work with project, and all our agents, we’re gonna show to look their core object is the project. So, what we’re looking at here, it’s a standard workspace with a standard onboarding project. This is also something we improve on the community. You’re gonna have onboarding project, each one of our customers on the community, you’re gonna have access to, that specific project.

Yanick Abraham: And you can see that, myself, I’m the customer, you can see Rosadi here is assigned on that call, that self-onboarding kickoff call we have.

Yanick Abraham: The new thing with our hybrid project delivery, where human leads and agents deliver, you can now assign agents on project and on task. So you can see here that I have touchy, that’s assigned on my project, and Guide D, as well, that’s assigned on my project.

Yanick Abraham: Even though it’s not a feature that we’ve released on the past release, so I’m going to show you a few of the cool things we can do. So now, for example, what I could do is I could just drag and drop a touch here and bring it to that specific task here, so it can now start performing its work.

Yanick Abraham: So, there’s two things about it. So, because it’s assigned on a project, when a new task comes in, it could be self-assigned. So, if it can see that small emoji, or if it knows it’s a meeting task, it could even self-assign, or it can do self-action. So, this is the concept, you can assign an agent on project and or task.

Yanick Abraham: You can talk to them like we saw the other way on the… by clicking the small icon on the left side. But let me open up the task in the… did I open up a good task? Yeah. Open up the task, self-onboarding kickoff call, fully here, so this is a standard record of Salesforce. You can see that we have dropped that agent…

Yanick Abraham: Right here in that page layout.

Yanick Abraham: And, for example, one of the things I could do is that you had that meeting you mentioned, so now you can just call for a meeting prep.

Yanick Abraham: So what used to take… our aim for Rosely is that what used to take 15 minutes to scroll through cases, the different reports, we made some good page layout where she can read through easily, but now with Agent, we’re able to resurface and bring more data easily. So you can see, for example, it got the prep, and it told me that, for example, there are zero open case for a total of

Yanick Abraham: 10 cases.

Yanick Abraham: And it can bring me all the information that I need to get ready. So we can look into this into details. You see, as well, like, to be frank, we’re still playing around with the layout. You see this one has way too much white space, so that’s why we are customer zero, making sure that all those fine details, it’s pixel perfect before we ship it.

Yanick Abraham: But this is still a good tool that Rosalie is starting to use right now, has been using and developing with the team for the last few months.

Yanick Abraham: The other cool thing is that when you assign it to a task, and the task know that it’s a meeting, and we’ll tell you more about this later on, but it gets the meeting invite, so either a Google Calendar meeting or the Outlook meeting, and then it can get the transcript and download it automatically here in the files for you, so now Tachi can even have access to the transcript.

Yanick Abraham: And can do its action.

Yanick Abraham: For example, we can have Tachy do a follow-up email based on that customer service call that Roseti has done, or that onboarding call, and quite often, the customer asking you what, Roseti, like, documentation, right, updates that we can…

Rosalie Chassat: Some next steps that we discuss are, yeah, resource-specific features we talked about, things like that, yeah.

Yanick Abraham: And I think what we’ve said, right, is what takes you a lot of time, it’s like that recap, like, every AI agent is doing it, right? But then it’s getting all the Salesforce information, meaning it can get you some dates in our project. So, for example, that the next check-in is booked for April 1st.

Yanick Abraham: You can even have some promotion of our webinar. Let me zoom in maybe a little bit. Our next webinar is on the 23rd, and put the link here. But the cool thing is that you can see here, Tetsi has automatically updated your onboarding project with adjusted dates. So Tetchy went in and changed the training, because during the transcript, it’s been said, no, no, we’ve pushed the training to a week down further, so Tetsi can go ahead and just move

Yanick Abraham: things around. So that’s what she’s doing, and that’s hoping, hopefully it’s gonna save you.

Yanick Abraham: How much time, Roselli, do you think you’re spending in the prep and the after recap?

Rosalie Chassat: Too much time.

Yanick Abraham: Too much time.

Rosalie Chassat: And then at least half an hour afterwards, depends, but yeah.

Yanick Abraham: Yeah, so that’s the aim of this one. Touchy, it’s very simple. Every one of our employees that’s doing meeting, customer meeting, consulting meetings, or any even internal meeting, and you want to update project, you have Touchy work on it, and it’s going to save you prep work and after work. So this should one… which should pay for itself.

Yanick Abraham: Ready to move on the next one?

Rosalie Chassat: Yeah, I think that’s it, and obviously, I’ll start using it more and more, so if customers are getting those emails, then share your feedback as well, if you like.

Yanick Abraham: Yes!

Rosalie Chassat: We can make improvements.

Rosalie Chassat: Now you know that we’re using Touchy for that. Perfect. Okay, so that’s great. Next one, Plani. So you can see all the five actions. One of the biggest challenges that we see our teams come across is prioritizing. So when you’re managing multiple projects, not always clear what needs your focus right away. We do have different ways of getting that information in the platform, but Plani solves this by resurfacing what’s really

Rosalie Chassat: important. So, Yannick, do you want to show us? And that one is particular, we’re showing it on Slack, correct?

Yanick Abraham: Yeah, exactly. We want the work… we want our agent to work exactly where you guys work, and we know that you spend a lot of time on Slack, or on Teams. For now, it’s gonna… we’re showing Slack. But the idea is that we… we want

Yanick Abraham: our agents to be available wherever you’re working from. So, let’s say you are on Slack, and you are starting your day, and you want to talk to our agent, you can just reach our Planee agent, it’s going to be listed at the bottom here in your agent section. And, for example, the different action that Planee is doing is

Yanick Abraham: The action that is available is give me my morning brief.

Yanick Abraham: And I have to apologize in advance while it’s loading. Rosalie, I didn’t do a proper cleanup job before the demo, in terms of my project, so this is my personal project, so I have a lot of re-add, because those are a project that I haven’t updated in a while. This being said, it’s resurfacing a lot of interesting stuff.

Yanick Abraham: Including, not just giving you a status, but also giving you,

Yanick Abraham: not oversight, but insight into what you should fix first, so you can even ask him to dig in a bit deeper, and just to maybe narrow down a little bit and to focus on what we’ve been looking at so far in terms of project, let me ask about that project that we’ve been looking at, that Drachea onboarding project live, to see if there’s anything out of, outstanding year. And actually, and this morning, I ran this to

Yanick Abraham: prep myself, and I was like, no way, this is an overdue milestone in that project. I was sure it was clean, and in fact, yes, in the project we’ve been looking at, and I’m not sure if you guys spotted that, but in that project, if you look at the different milestone, there is a milestone here, the signature milestone, like Tiny just told me. That is overdue, as we can see with that red circle here.

Yanick Abraham: But the key thing is that there’s some money, because it’s black, there’s some money assigned to it, meaning this is cash.

Yanick Abraham: And, how many days was it? How many days it told us? 13 days? So, it’s cash that could have been in our bank account 30 days sooner.

Yanick Abraham: So, now I’m catching it on the 13 days, but let’s say I’m using this every day, I’m gonna catch it on the spot, so nothing will fall through the cracks, so it’s… this doesn’t mean more money in you, and this is only one example, milestone with cash.

Yanick Abraham: But you can think of all the other priorities and everything else that you can dig in in terms of those agents. Those agents, they are chatbots, so you can definitely go and ask more questions or dig into some of those things.

Yanick Abraham: At some point, they will stop, because there might be things they’re not able to do, it’s not part of their five actions, but they’re gonna tell you at that point what it is.

Rosalie Chassat: Yeah, perfect. Yeah, so this is essentially a more proactive way of getting your information starting the day.

Yanick Abraham: And this is one thing that we saw at Salesforce EDX as well, and they’ve been talking about it a long time, for a long time now. Slack is one of the places, one of the UI they are aiming at, and they call it as well, EdList360, so meaning that you can access Salesforce from everywhere now more easily as well.

Rosalie Chassat: Yeah, curious to know if this is something of interest to people on the call, but you can just mention it in the chat, or send the emojis.

Yanick Abraham: I’m curious, as well, to see, eventually we can do a poll, how many people have Slack versus Steam? I’m kind of feeling it’s a bit more… it’s, it’s, yeah.

Rosalie Chassat: Oh…

Yanick Abraham: BSNF, maybe.

Rosalie Chassat: Oh, it’s fine.

Yanick Abraham: No? You don’t think so.

Rosalie Chassat: There’s more Teams than Slack from.

Yanick Abraham: I’m surprised.

Rosalie Chassat: Yep.

Yanick Abraham: Yeah, there’s a battle coming in the Slack… the channel now. I think it’s TreatTree.

Rosalie Chassat: That’s pretty sad. All right.

Rosalie Chassat: Okay, our next agent, so we talked about touchy, planning, now moving on to Scopy. So one of the biggest inefficiencies that we see is, at the very beginning, scoping. So, some requests can be unclear, incomplete, you may spend a lot of time trying to structure all that, slowing everything down. Scopy solves this by turning your ideas or requests into something structured, actionable.

Rosalie Chassat: From the start. So, Yannick, this one, we’ve been using it quite, quite a lot already, and customers may have used it without realizing it.

Rosalie Chassat: Do you want to walk us through that flow, how we use it in our community?

Yanick Abraham: Yep.

Yanick Abraham: Yes, and Scopi, ancestors are the project agent. So the project agent, you could do a lot of the creation of projects that you can do with Scopi. So, in the past, in a previous webinar, when we’re talking to the agent in the project, and we’re creating tasks, creating description, this is Scopi for your internal needs.

Yanick Abraham: What is cool is that you can also expose our agents to your customer, and this is exactly what we’re doing with School Pierre.

Yanick Abraham: And I’m very excited about this, and this is Roselli, again, pushing for you guys, in terms of having more of your ideas developed in the product. She pushed us to release that idea exchange sooner than later. And I must say that without Scopi, without the MCP server that we’re gonna show you later on, this would not have been possible. So this is our version 4, I think, of our idea exchange, so now

Yanick Abraham: we’re back at you guys can submit ideas. It’s a full-fledged comments and voting environment, but now we’ve even bona fide it with Scopi. So, usually you have to fill out a form to submit an idea. Now you can discuss with Scopi. And let me just do a demo, because it’s going to show you the real power

Yanick Abraham: of that hybrid platform, project delivery platform that we’ve been talking about. So, let’s say, this is something we’ve heard, we didn’t talk about it, so it seems that we need an AI agent that can help me staff my project, right? I’m surprised that I didn’t see that in the chat already, so where’s the staffing guy, or the scheduling guy? So, it’s, in Scopi, you just go there, and then you can just

Yanick Abraham: It’s asking you always one question. In this case, it’s telling me, is it that feature? No, it’s totally different.

Yanick Abraham: Again, if you’re using it, we know that that search is not very reliable at this point, we’re improving it. This being said, now it’s asking me another question, so okay, let’s refine your idea. One question, that is copy goal, only one clarifying question per…

Yanick Abraham: pass, so…

Yanick Abraham: Is it staffing based on skills, or availability, or both? Great question. I want both. I want my staffing agent to be able to look at my schedule, look at my skills, and define a good person to do it.

Yanick Abraham: So now it’s creating that idea for me, it’s respecting the frame or template we decided as a company for idea. So the title, AI Agent 4, it put it in the good category. What problems does it solve? What could be the ideal solution?

Yanick Abraham: Do you want me to create that idea?

Yanick Abraham: I can say yes, I could have said the current workaround is using the resource planner, it’s a great tool already, you can do a ton of things, we’re still improving it, but let’s just go yes in the sake of the demo. So now, Scopi is creating

Yanick Abraham: on an idea on the idea exchange. So, your idea has been submitted, and a task has been created for review by our team.

Yanick Abraham: So if I’m going back here, and I’m looking at my AI agent section now, you can see that I have a new idea that just popped up.

Yanick Abraham: AI agent for project staffing based on skills and availability, and it’s under review.

Yanick Abraham: Okay, so that’s a key point to remember, it’s under review, okay? So if I click on it, I have the details. You can even scan if you want to do it now, you guys. If you want to scan it, you can just go ahead and scan it, and if you want to vote for it, maybe it’s something that you are interested in, you need just your regular credentials that

Yanick Abraham: You have access to our community, it’s those standard credentials, there’s no new credentials, so if you want to go ahead and scan it, or we can even send that link in that chat window, let me just do that in here.

Yanick Abraham: If you want to vote for it, and then this idea is what it is at the end, because now it’s… this is your… you can start voting on it, even if under review. The cool thing, and the way that we manage all this, is that we use a standard

Yanick Abraham: Salesforce… not Salesforce, so standard client project to track all that… those ideas that you guys submit, okay? So you can see, for example, that I have 60 ideas now in that… or 60 tasks in that project.

Yanick Abraham: If I open up the workspace, and I’m just gonna switch my preset to my idea exchange preset.

Yanick Abraham: I can see that I have those 60 ideas here listed, with their name and description, with their future category. But if I continue scrolling down, I can see at some point that, oh.

Yanick Abraham: We have Scoopy that’s starting to make its, appearance on those, on those new tasks, so the bottom are the newest tasks, right? So Scoopy started scoping tasks for us.

Yanick Abraham: It created this one that we just looked at here, with the exact title and description that we’ve created together here. But the cool thing is that it created another field and populated another field for us, the proposed solution, and gave us some more insight

Yanick Abraham: Maybe the conversation for you to create this was longer. It also did some analysis on its sides before proposing the idea, so this is the proposed solution that we see internally.

Yanick Abraham: Okay, so that’s very cool. The thing that you can also notice is that he’s assigned, but it’s also under review.

Yanick Abraham: And now agent can do a lot on our task, as we can see, but there’s something… is there something left to be done by us, the human? So, absolutely. So we need to review, and we need to approve the work of the agent, and this is what we’re gonna see next.

Yanick Abraham: Like it so far, Rosalie?

Rosalie Chassat: Yeah, and I know some, some people, like Darren, that mentioned in the chat, I know a lot of customers already tried to, log in some ideas, so I do encourage we put the link after the webinar, you should go and try and submit any of the ideas that we do… you do have, and give it a run. Yeah.

Yanick Abraham: Excellent. So, and the key thing here is that it’s a project underneath, right? So, it’s a project, it’s structured, it’s structured that, Scopi even helped us to structure it more. So, this is like, okay, we’re going somewhere here. So, the next step is that we had that under review, so now somebody from the

Yanick Abraham: A customer and an agent work on it, so should we just start developing it right away?

Yanick Abraham: Maybe there’s another step we can do internally, right?

Yanick Abraham: So, and then this is where things change. So now, it can be a non-technical people person that could look at it, so it can be Roselli that’s been a sign of some of those, maybe it’s me. So, you can see here that in our newest release, in our newest interface that we’ll be releasing, within the…

Yanick Abraham: the spring and summer release for our agent. We’re gonna come with that outcome review interface, where it’s… you can see it simply as an approval on top of task.

Yanick Abraham: So it’s really kind of a simplified way of approving what agent does on your task. This is the way you should see this. And you can see here that we have that top one that got created, AI agent for project staffing. I can click on it and explore what was the description, or what is the proposed solution, like we just saw a few seconds ago.

Yanick Abraham: I could go ahead and just approve it, but let’s say I want to talk to Scopia a little bit more, and maybe refine that idea, or maybe validate. Is it a good idea? Is it something that’s going to be very tough for us to do? Because you…

Yanick Abraham: Knowledge base can be integrated into this whole place, and your code base can be integrated here, so it can have all the information to work with.

Yanick Abraham: So let me, say, maybe, it’s a great idea, I love it. So maybe we can find a cool name, a cool name like yours, Kopi, or maybe the other one, Plani One, or Touchy One.

Yanick Abraham: So, what is it proposing first? Staffy is the first name that it’s proposing. It’s strange, because it’s also the same name that our staff internally are voting for, so Staffy1, so I can go ahead and say, oh, I like Staff E1,

Yanick Abraham: Update… The proposed solution… I’m not sure if this…

Yanick Abraham: And then the concept is that now Scopi can refine that idea, and it can add it on top, and now it just… what is needed, it named it here, and you can see my button became blue, so I can save this as the proposed solution on the task.

Yanick Abraham: And now there’s been a tracking, an auditing, you can come back and see which agent were working with which human to get this approved, and you can see here that my… the description and my economy review has been changed. Let me go ahead and go ahead and approve this now, with notes if there are any.

Yanick Abraham: And if I’m going back to my project.

Yanick Abraham: my client ID exchange project, and I just refresh it.

Yanick Abraham: If I scroll down, you’re gonna see that, now it’s not… no more under review, it’s now in voting.

Yanick Abraham: And that if we look at the description, actually it’s the proposed solution, right, we’ve modified. So if we look at the proposed solution, we can see now that the name, the proposed solution stack has been changed.

Yanick Abraham: And and yeah, this is it for the… that… that part of what’s Copy and that outcome review, the new interface that’s coming in the next few releases, to help you work with your agents, so…

Rosalie Chassat: And now this agent is now on voting status on the IDS.

Yanick Abraham: Yeah, exactly, so if you go back to the community, and we, again, we refresh that page, we’re gonna go see the AI agents, and we can see now this one is in voting, officially in voting, this being said, so nobody of you guys want to vote yet, so…

Yanick Abraham: We might not.

Rosalie Chassat: You’re listening carefully to what you’re saying.

Yanick Abraham: We might not be developing a team.

Yanick Abraham: I’m gonna… I’m gonna take a few days before.

Rosalie Chassat: And you can also comment, so if someone wanted to add comment…

Yanick Abraham: Okay, so, let me, show you another cool stuff that’s working with Agent in the next,

Yanick Abraham: the way that you’re gonna be able to work with Adrian, okay? So, we’ve mentioned that some of those ideas were rooted… were to me, Yannick, some of them were assigned to you, Rosalie, right?

Yanick Abraham: So, and there was some action after I approved, so the stage changed to voting, and different things changed. So, the really cool thing, I find, is that based on… it’s based per region, but also per project.

Yanick Abraham: you’re gonna have a new field called Agent Instruction, and you’re gonna be able to define what it does. So, for example, root the AI agent request to Yannick, this one was an AI agent, right, so that’s why it was assigned to me, while Arl, the other one, was to Roseti.

Yanick Abraham: And on approval changes stage to voting.

Yanick Abraham: So, I don’t know if you grasped this, but this is, very powerful, meaning that you’ve given them… he already has a lot of context with the task, proposed solution, the project, but now you’re even giving him

Yanick Abraham: that agent some, grounding rules or some instruction to follow. So, for me, this is, just wonderful. Jose, I think,

Rosalie Chassat: If tomorrow Yannick wants to stop, being routed all these requests, we’ll just modify the instructions, and then they all come to me, and then that’s it.

Yanick Abraham: Yeah, exactly, so that’s exactly what’s happening now, and this is plain English, right? It’s no developer, no, it’s a plain English routine.

Rosalie Chassat: You don’t have to go in the… somewhere obscure, like, I can do it myself, I’m not super techy, but very easy to manage for me to just update agent instructions for anyone on your organization just to be going doing that, so it’s, it helps us be able to improve our workflow much faster as well.

Yanick Abraham: Nope.

Yanick Abraham: Okay, so, and I saw a question about pricing, we can come back to it later, but, version 1 is $1,000, and it will work for eternity until Salesforce discontinued the Agent Force platform. This being said, it’s one, so it’s version 1, but we won’t be updating version 1. We were gonna make sure that it’s delivering the five actions very well.

Yanick Abraham: That’s gonna work all the time, very reliable, but we won’t be adding more action. Version 2 will have added, things, so you can understand our business model around it. It’s about innovation, it’s about adding new stuff, so you guys always want to be on the latest version. We’re gonna give you as much as we can on version 1. This being said, we know that we cannot develop everything at once, so that’s why we have a version approach to this.

Yanick Abraham: And we make it at $1,000, kind of inexpensive to get into that clay, and then you just buy and use it on consumption. If you don’t use it, it’s not costing anything.

Yanick Abraham: Okay, moving to the other guy.

Rosalie Chassat: Yeah, once, you’ve got everything structured, next challenge is, how do you prioritize? So, because now it’s just not one idea, one request, you have everything across all your projects, etc. This is where the struggle happens.

Rosalie Chassat: But, hopefully we can use our MCP, and Yannick is gonna show us something really cool on how to turn all this into actionable.

Yanick Abraham: So this is kind of the new way of doing things. This, again, works very well because we are in Salesforce, and it’s structured data, but also because we are using Project for everything. So without Salesforce, without Project, I could not do that, and I could not go as fast as I can. And I see how Darren is asking how you can enter in AI, just by having the platform you have here. You have already the structured data, which is the first step, so that’s a good first step.

Yanick Abraham: then it’s just using our agent, we’re gonna get into it. But this one is a bit more techy, and it’s a bit more, like, you already have LLM, you already have other tools, some of your team might be using Cloud Code or other LLM to develop. Now you can connect to client data through our MCP securely with the MCP server. So the demo I’m going to show you, it’s using Cloud Code.

Yanick Abraham: And to use… and using that, project that we, that we had, the IDEXchange, we’re gonna do something.

Yanick Abraham: Okay, first thing I’m gonna show you is that in Cloud Code, if I’m doing MCP Server, I’m gonna see here that I have my client Salesforce MCP, it’s gonna be a rebranded client MCP1, but this is my server here, and I can see, for example, it has a few tools, and it’s able to create and update Salesforce object. It has the knowledge of our client object, so the object architecture, so it knows how to create or address a change of stage.

Yanick Abraham: of a task, it knows which field exists, things like that. And what you can do is that you can ask questions. So, for example, if I do

Yanick Abraham: this thing here, how many tasks in the project client idea exchange, so the project that we’ve been looking at so far, and please group it by feature category. So now it’s going ahead, and as you can see, it’s querying that MCP that we just looked at, that client MCP, and it returned me that table, 60 total. It didn’t lie, this is the number I’ve told you before, right, at the beginning of the demo.

Yanick Abraham: And then it broke it down this way.

Yanick Abraham: So if you understand, you can create reports on the fly just by asking questions.

Yanick Abraham: You can do that with RMCP, but also with LE, you’ve been using Slack, right? Slack AI to do this, Slack is connected to Salesforce, I didn’t mention that before. That’s how Plani works, but you can also do those kind of things. And you can do very complex cross-mapping here. So again, for the techie, so you’re not limited to what the Salesforce report do. You can do pretty much everything.

Yanick Abraham: So, what I did on top, and what we’ve developed with the team, is that we have a triage team… triage skills and code, so I’m paying… I’m just telling my skills to triage that project.

Yanick Abraham: And for now, because it’s a 60, it’s a bigger list, I don’t want that demo to be too long. So just to focus on that AI agents category that we’ve been exploring, okay? So you can see we found 6 tasks that are related to AI agents.

Yanick Abraham: And now it’s for getting that list for us, so we can decide what to develop next. So that’s the key, and that’s why we’ve relaunched the idea exchange.

Yanick Abraham: The idea backlog that you guys submitted throughout the years, it’s like 900 ideas, and we receive several per week, meaning that that bucket grows and grows, so at some point, you don’t have visibility

Yanick Abraham: But now, with those AI tools.

Yanick Abraham: Oh, now we can really focus on what’s important, what are the quick wins, so you can see here that recap, it gives me a few things. First, it told me all the opens, feature that we asked for, so we can see that that staffing agent that we’ve submitted is here. We have zero votes so far. Come on, guys, I’ve asked you to vote. So, it’s not there, so that’s why, if I’m looking at the blog.

Yanick Abraham: two recommended picks, it’s not there. Safi, it’s not there, because I’m not sure why it’s not there. We should maybe ask him. So, what about Safi? Why is it not first?

Yanick Abraham: So, and then you can do things like that, and then he’s gonna tell me, good question, staffy, it should probably be ranked higher.

Yanick Abraham: So, actually, let’s do this. So, let’s go and approve Staffy for our next stage. We’re gonna be developing Staffy. It’s a promise from you guys to you. We’re gonna do it. So, let’s do Staffy, change the stage to selected.

Yanick Abraham: And, now it’s going. It’s gonna change in my project that stage to selected, so success. If I just go back to my project here, looking at my IDExchange…

Yanick Abraham: If I just refresh…

Yanick Abraham: Must have been refreshed. You can see now that that idea is unselected, so this has been done by the cloud code and our MCP server, and if I go back to the idea exchange, and I scroll back here on top, you can see it’s zero plan, right? But if I replay and refresh, now we have one plan.

Yanick Abraham: Meaning that we are gonna develop that, even if you didn’t vote for it, we’re gonna develop that staffy agent, right away. We’re still gonna wait for the naming convention, but this is where we’re going with this. We’re gonna develop another one.

Yanick Abraham: Pretty nice, right? Pretty neat.

Yanick Abraham: This is a full-cycle demo I could have done, I was ready.

Rosalie Chassat: No, no, I agree, I agree. It makes, yeah, prioritization, make sure all your ideas… so, yeah, do submit the ideas, you’ll see the status move. This is because our agents are running in the background.

Rosalie Chassat: And, yeah, hopefully that makes us, better at delivering what you guys really care about, and make sure our features are the most.

Yanick Abraham: Yeah, there’s a few questions if I can answer one, maybe one before we move to Clara and Casey.

Rosalie Chassat: Yeah, one question we had earlier was, Bill asking if it’s limited to client objects, or if the agents can see accounts, opportunity, and other objects.

Yanick Abraham: Our agent, agents, usually they see account contact, they see, projects they have, depending if you have licenses, you could throw in cases, but they might become a bit more custom at that point.

Yanick Abraham: But they see account contacts, absolutely. All the project tasks and all client objects do. The NCP server can address any objects that you have in Salesforce.

Yanick Abraham: Depending on the tools we’re gonna deliver on version 1, but, yes, it does support everything.

Rosalie Chassat: Perfect. And then…

Yanick Abraham: There was another question about, how does MCP Surfer compare to the project agent? So, our agents, like you saw, they do 5 things. They don’t do everything, they do 5 things. When I’m working with cloud code, it can do everything. So, that’s the thing. So, it’s not the same concept. It can do everything, but he can break everything, too.

Yanick Abraham: So the agents, you’re gonna… those are vetted, those are trusted, those are doing 5 things that you control with permission sets.

Yanick Abraham: So those you can distribute to your employee, and then the MCP server, if you know what you’re doing, and you have a process to access it, then you can bonify a lot of your stuff.

Yanick Abraham: with the MCP server. With MCP Server, you can do anything. You can change every data, or delete every data in your system, so you need to be careful. This being said, our tools, we don’t have the delete tools, but

Yanick Abraham: Those LLM, they find some ways.

Yanick Abraham: You need to be careful, but this is very powerful.

Rosalie Chassat: All right, I think our last one was a Casey, that we wanted to quickly touch on, because I know we’re, 7 minutes before the end.

Yanick Abraham: We wanted to do Clara, right?

Rosalie Chassat: Yeah, case.

Yanick Abraham: Yeah, and I think I’ve messed up. I just did a change just before, and I don’t see my Clara here.

Yanick Abraham: Do we have a Clara page not ending?

Nathalie Adam: On the support.

Rosalie Chassat: Yep.

Yanick Abraham: True support, yeah, you’re right.

Yanick Abraham: Okay, so, you know, there’s a bubble that should be showing, I just…

Yanick Abraham: Made a quick change, it didn’t work. So, in Clara, what we’ve bonafide, so Clara, and if we go back to my slide deck, I’m sorry, so, do you want to introduce a little bit what Casey and the concept of this? Clara is similar a little bit, or do you want me to do it, Jose?

Rosalie Chassat: go for it, because, we’re.

Yanick Abraham: KC, it’s one that we’re not officially launching, but KC, it’s a little bit similar, so KC helps you solve your cases, but it works with projects, meaning when you have a new case coming in, one of our recommendations is that you create a support project with your customer, and then KC starts to work, so making sure that your resources will log their time on that case, it can track other things.

Yanick Abraham: So Casey also can be exposed to a customer, like we have it here. So, for example, for us, we’re calling her Clara, so it does a little bit more than what Casey will do. But let’s say I ask a question to Clara, and you guys are starting doing it. What we’ve bonafide now is that if we’re not satisfied with the answer, or if Clara doesn’t find the answer, you’re gonna be able to create Case automatically

Yanick Abraham: from our Clara, butt on our community.

Yanick Abraham: If it comes back from thinking, I’m not sure it’s working properly, yeah.

Rosalie Chassat: You can try it after the webinar as well, if you have a case that you were thinking of submitting, you can try Klata first, and then…

Yanick Abraham: Yeah, I’m very sorry, I’m, I’ve removed it without being logged in, you don’t have access to it, and now I think,

Yanick Abraham: I might have messed up the…

Yanick Abraham: That part of the demo. If you don’t just do this, it’s, okay, I got it here.

Yanick Abraham: So I found something here. Did I answer my question? No. She’s gonna propose it, but just because we’re running out of time, I’m gonna say it to her, create a case right away.

Yanick Abraham: And then, do you like me to create a case? Yes, and then she’s gonna create a case. She’s gonna… the support team will be looking at the,

Yanick Abraham: on the spot. And the idea is that, yeah, I’m sorry for that part of the demo, it’s gonna… if it’s not working out, it’s gonna be, working at the end of the day.

Yanick Abraham: The concept here as well is that we wanna, root you on that learning community, where you’re gonna find all the information, such as the information about our different agent, you’re gonna be able to see it here. For the people that are asking about Project Agent versus Pliny 1, Scopy 1, Project Agent is there, you can keep it, but we’re not gonna evolve it.

Yanick Abraham: So, project agent, it’s been pretty much given away to everyone, and we figure out that an agent that’s doing too much is not useful, so having an agent that’s doing something very good is what we’re aiming at and going with.

Yanick Abraham: So this is where we stand in regards of that project agent.

Rosalie Chassat: Yeah, and just, this is, like, first look at agents, but every upcoming webinars, we’ll keep talking about agents, so there’s much more to come. Speaking of project roadmap, just as an FYI, version 51.3 was released last week, so it’s now available. We talked about it on the March webinar, if you’re curious. Looking ahead, 51.4 is coming tomorrow.

Rosalie Chassat: That one is mainly focused on Snap workspace improvement, better filtering, cleaner UI, more accurate data, so if you have been playing in the SNAP, go upgrade maybe to that one, check it out again. 51.5 plan for May. And if you want visibility, you can always log into the community, look at the roadmap page. Quick reminder as well, new community live, so after today, make sure to log ideas on the feature exchange, ideas exchange.

Rosalie Chassat: open cases with Clara, etc. On the next slide, on the event side, we did mention there’s a couple of events that we will be attending. So, three things in the horizon. Next week, we will be at Agent Force New York City. We’ve been reaching out to customers, and we know some of you are attending. If we haven’t talked with you, please let us know if you or anyone on your team is joining, and come see us at the booth.

Rosalie Chassat: We can arrange to meet…

Rosalie Chassat: some other way. Then the week after, we are based in Montreal, so we are attending Agent Force Toronto, May 7th. Again, if you are going to that event around, let us know. And then, this one is, like, very, very recently booked, but in June 18, we will be at Agent Force London. So we were in the Netherlands a couple of weeks ago, but London, we are coming. We have a lot of customers in the UK,

Rosalie Chassat: Even if you’re in Europe, other countries around, you’re planning to go there, please let us know, we want to meet you.

Yanick Abraham: We’re having a happy hour and a dinner the day before, correct, Jose? Yeah, yeah, absolutely.

Rosalie Chassat: Need to know who’s there, how many people we have to get all this planning, but please let us know.

Yanick Abraham: And we have a booth, just to be clear, we have a booth to all of those, so if you want to come see us, we’re gonna be there at the tuned.

Rosalie Chassat: Yep, and then I’m just gonna launch the end of the poll, but upcoming webinars, so I will be sending a follow-up email to this webinar, including the next dates for webinars, so May 28th, we’re gonna talk about version 51.4 and 51.5.

Rosalie Chassat: and June 25th, for the next version. I think that’s it, and one last thing I will mention, if you know anyone that could use Client, would find it useful, please refer them to us. You can share their name with us, or you can let them know to reach out to us, but a lot of our best customers actually come from world of mouth. I think there’s probably a bunch of you on the webinar now that can testify to that.

Rosalie Chassat: And yeah, before dropping off, please make sure just to leave a little bit of feedback on that form. Yaning, do you have any last words?

Yanick Abraham: No, that was enough. I’ve talked enough. Hopefully, you’re excited, though. I know it’s a preview, but they’re coming, and we’re gonna be releasing them fast, and they’re gonna be reliable, that’s my guarantee.

Rosalie Chassat: Yeah, and please share your feedback. All right, have a great rest of your day, we’ll see you next month for the webinar, and we’ll stop the recording right now.

Yanick Abraham: See you on the road.