Changelog

What's new with Avina

July 28, 2026

Multi-Persona Contacts, AI Sequence Authoring & Live Deal Filters

Signal alerts now enrich a dedicated contact for each buyer persona. AI agents can create and publish outreach sequences end-to-end via MCP, and automation filters pull live deal data from your CRM.

Multi-Persona Contact Enrichment

  • Each signal alert now enriches one contact per buyer persona, so every role you target gets a dedicated contact
  • Contact cards display persona-specific details side by side in the alert view
  • Enrichment settings clearly show which controls apply to each persona's contacts

AI Sequence Authoring via MCP

  • AI agents can now create, edit, preview, and publish multi-step outreach sequences through the Avina MCP server
  • Manage automation rules and enroll contacts into sequences directly from your AI agent
  • Full sequence lifecycle support — draft, refine, preview, and go live without leaving your agent

Live Deal-Based Automation Filters

  • Automation filters now pull live deal data from HubSpot and Microsoft Dynamics for real-time targeting
  • Filter by deal stage, amount, and close date so sequences reach contacts based on current pipeline status
  • Deal data refreshes automatically as opportunities progress in your CRM
  • Lemlist campaigns now auto-launch when a sequence is published, removing a manual activation step
  • Plan names, prices, credits, and descriptions on the Settings page updated to match current public pricing
  • Billing interval toggle now lists Monthly first to match the page's default interval
  • Saved documents are ordered oldest-first and no longer clip at narrow screen widths
  • Fixed first LinkedIn message appearing as a follow-up instead of an introduction after an empty connect invite
  • Fixed alerts crashing on contacts with unparseable phone numbers
  • Fixed hard-disqualified (F) ICP grades incorrectly getting bumped by business rules
  • Fixed signal monitoring schedules being unexpectedly deleted
July 21, 2026

Business Contact Fallback, Bulk Enrichment & AI Agent Access

When no individual contact matches, Avina can now fall back to the company's public business contact info. Select and enrich specific contacts in bulk, and connect AI agents to Avina through the new MCP server.

Business Contact Fallback

  • When no individual contact matches your enrichment criteria, Avina now researches and finds the company's public business email and phone number
  • Enable the "Fall back to business contact info" toggle on any signal to activate this fallback
  • Business contacts are scored and routed separately from individual contacts so they don't interfere with your ICP grading

Bulk Find & Enrich

  • Select specific contacts in your leads table and run Find & Enrich on just those rows
  • Choose which ICP titles to search for when enriching a selection
  • No need to re-run the entire signal to enrich a handful of contacts

Geographic Filters for Signals

  • New hire and job listing signals now support state and city filters
  • Target leads in specific locations to focus your signals on key markets

Avina MCP Server

  • Connect AI agents like Claude to Avina through the Model Context Protocol (MCP)
  • Query your signals, accounts, contacts, and workspace settings directly from your AI tools
  • Multi-workspace support lets agents work across your different teams and accounts
  • AI outbound sequences now send emails from the correct CRM account owner, with dynamic sender assignment in Lemlist
  • Contacts already enrolled in a sequence are automatically skipped when the same signal fires again
  • Signal webhooks now include the signal's display name for easier identification
  • Web-visit alerts are now routed to the CRM account owner on your BD team
  • Signal creator shows only the filters relevant to your chosen signal type
  • Slack channel setup form now waits for permissions to be confirmed before allowing submission
  • Fixed leads list crashing when a contact's phone number was stored as a number instead of text
  • Fixed business-contact fallback skipping valid phone numbers when the researched email domain didn't match
  • Fixed daily data loads failing for Gong customers due to a data-merge collision
July 14, 2026

LinkedIn Connect Requests, Reusable Snippets & Per-Signal Enrichment Controls

Build true multi-channel sequences with LinkedIn connect requests, save reusable instruction snippets for AI outreach, and control enrichment settings at the signal level.

LinkedIn Connect Requests in Sequences

  • Sequences now support LinkedIn Connect Request steps alongside Email and LinkedIn Message
  • Each step in a sequence can be set to a different channel, so you can mix email and LinkedIn touchpoints in a single flow
  • Step type is locked after publishing to prevent accidental changes to live sequences

Reusable Instruction Snippets

  • Save reusable instruction components that can be referenced across multiple AI sequences
  • Reference a snippet in any step's instructions and it's automatically expanded when the AI drafts your message
  • Keep your outreach guidelines consistent without copy-pasting between sequences

Per-Signal Enrichment Controls

  • Configure enrichment settings directly on each signal to control what gets enriched when the signal fires
  • One-off enrichment now respects your per-signal enrichment toggles instead of using workspace defaults
  • Phone numbers are now included in signal CSV exports
  • Clearer error messages when Request More Leads encounters an issue, with backend details surfaced in the UI
  • More accurate contact-to-company matching across the enrichment pipeline, reducing mismatches from conflicting data sources
  • Fixed the Leads tab not appearing on inactive and draft signals
  • Fixed phone numbers not rendering in the signal leads table
  • Fixed new customer accounts sometimes showing a 'customer not active' error on first setup
  • Fixed new-hire signals occasionally missing contacts due to a title-matching budget issue
July 7, 2026

Phone Enrichment, LinkedIn Sequences & Workspace Switching

Enrich contacts with phone numbers from multiple providers, add LinkedIn message steps to your sequences, and switch between workspaces without logging out.

Phone Number Enrichment

  • Contacts are now enriched with phone numbers alongside email and company data
  • Pulls from multiple providers (LeadMagic, Findymail, People Data Labs, Hunter, Forager) for the best coverage
  • One-off phone lookups cost 5 credits per contact

LinkedIn Message Steps

  • Sequences now support LinkedIn message steps in addition to email
  • Build multi-channel outreach sequences that combine email and LinkedIn touchpoints

Workspace Picker

  • Switch between workspaces directly from the app without logging out and back in
  • Quickly move between different teams or accounts you have access to
  • ICP grades now auto-refresh when you change your scoring criteria — no manual rescore needed
  • Signal runs that return zero results now explain why (usage limit reached or no new matches)
  • Slack notifications for signal runs now show how many leads you requested
  • Clearer error messages when Slack channel creation fails due to missing permissions
  • Fixed Request More Leads runs timing out on large signal sets
  • Fixed enrichment sometimes overwriting company email addresses with personal emails
  • Fixed accounts occasionally being attached to the wrong workspace
July 1, 2026

Microsoft Dynamics 365, Automation Enrollments & Smarter Previews

Push signals directly into Microsoft Dynamics 365 CRM, manage automation enrollments with full visibility into who's enrolled and why leads are excluded, and get more accurate AI sequence previews powered by real signal data.

Microsoft Dynamics 365 Integration

  • New CRM destination that pushes signals into Microsoft Dynamics 365 as structured, filterable activities
  • Each signal creates activities linked to both the account and every associated contact

Automation Enrollment Management

  • See leads that haven't been enrolled yet directly in your automations
  • Manually enroll leads through a new browsing and enrollment modal
  • When publishing a sequence, optionally bulk-enroll past leads that match your signal criteria
  • Failed enrollments are now visible in the enrollment history with clear failure reasons
  • AI sequence previews now use real signal data for more accurate and relevant email drafts
  • Apollo sequences use your connected Apollo email accounts as sender options for more reliable delivery
  • Automation exclusions now show detailed filter reasons explaining why a lead was not enrolled
  • Digest emails no longer include blank ICP fit alerts
  • Fixed stale signal records appearing in alerts after changing signal criteria
  • Fixed job-listing signal preview returning no results for newly created signals
May 12, 2026

Tech Stack Signals, Salesforce Campaigns & Signal Validation

Track technology changes across your target accounts with the new Tech Stack signal type. Push contacts directly into Salesforce Campaigns, and get real-time validation feedback when building any signal.

Tech Stack Signals

  • New signal type that tracks when companies adopt, drop, or renew technologies in their stack
  • Filter by specific technology vendors to get alerts on the changes that matter to your pipeline
  • Powered by technographic data with support for demographic filters like country, industry, and employee size

Salesforce Campaigns Destination

  • Push contacts from signal alerts directly into Salesforce Campaigns
  • Contacts are automatically resolved as Leads or Contacts in Salesforce

Signal Validation & Optimization

  • All signal types now show per-field validation and optimization feedback as you build
  • Three tiers of feedback help you create higher-quality signals before activation
  • Optimization suggestions can rewrite keywords, titles, and qualifications for better results
  • On-demand enrichment lets you enrich individual accounts outside your regular enrichment cycle
  • Job listing signals now support employee size and company keyword include/exclude filters for more precise targeting
  • AI-generated outbound emails follow your templates more closely
  • Email formatting now correctly preserves line breaks in signatures and template instructions
  • Publishing a sequence now automatically creates an associated automation, saving a manual setup step
  • AI models upgraded across the platform for improved signal processing and email generation quality
  • Sequence pages load faster with parallelized analytics
  • Fixed a crash when enrolling contacts into Instantly sequences
  • Fixed the mobile banner not staying pinned at the top of the screen
May 5, 2026

Per-Signal Enrichment Targeting, Subject Line Templates & Platform-Aware Sequences

Control which contact titles to enrich on each signal, customize AI email subject lines with templates, and enjoy smarter sequence controls that adapt to your outreach platform.

Per-Signal Enrichment Targeting

  • Specify which contact titles to target for enrichment on each signal, overriding your workspace-level personas
  • Fine-tune who gets enriched based on the context of each signal

Subject Line Templates

  • New Subject Line Template field in the Agent Instructions panel lets you control how AI drafts email subject lines
  • Set subject line guidelines per sequence for more consistent outreach

Platform-Aware Sequence Controls

  • Sequence actions like step reordering, deletion, and renaming now adapt based on your connected outreach platform
  • Prevents unsupported actions for platforms like Outreach and SalesLoft
  • Unpublished sequences now appear in the automation destination dropdown, so you can configure automations before publishing
  • Mobile users see a banner suggesting they use Avina on desktop for the best experience
  • Waterfall enrichment is now enabled for all customers
  • SmartLead sequences auto-activate more reliably when new leads are added
  • Improved text editing: resizing, pasting, and formatting in Writing Guidance and Style & Tone fields now work correctly
  • New hire signals now use web search for more accurate contact identification
  • Fixed contacts not appearing correctly in alerts due to LinkedIn ID handling
  • Fixed AI outbound destination configuration not working in certain cases
  • Fixed signal processing failures during product info generation
Apr 14, 2026

Enrichment Settings, Smarter Signal Creation & Sequence Improvements

Configure how your accounts get enriched with the new enrichment settings panel. Signal creation is smarter with auto-recommendations and cached configurations, and sequences get a smoother workflow with inline creation and post-publish automation prompts.

Enrichment Settings

  • New enrichment settings panel lets you configure how ICP enrichment runs on your accounts
  • Control enrichment behavior directly from your workspace settings

Smarter Signal Creation

  • Signal Recommender now opens automatically when your query is broad, helping you discover the right signal faster
  • Signal configurations are cached when switching between signal types, so you don't lose your work
  • Daily signal limit is now capped at 50, with clearer messaging about how signals consume credits

Sequence Workflow Improvements

  • Create a new sequence directly from the automations dropdown without leaving the page
  • After publishing a sequence, a prompt guides you to set up an automation for it
  • Sequence step reordering is now batched into a single action for more reliable drag-and-drop
  • Sequence analytics are now visible on the sequences list view
  • Contact title and company website are now displayed in the signals table
  • Tooltips explain why some signals don't have associated contacts
  • Company domain is shown as a fallback when the company name is unavailable
  • Infinite scroll on tables for smoother browsing of large datasets
  • Slack preview messages now include emojis for better readability
  • Updated onboarding flow with activation guidance to help new users get started faster
  • Instantly leads now include company name and website for richer outreach context
  • Fixed filters not applying correctly in signal views
  • Fixed sequence statistics not displaying accurately
  • Fixed ICP scoring silently failing on some accounts
  • Fixed signal activation not promoting preview records correctly
  • Fixed automation filters failing with certain boolean values
Mar 31, 2026

Multi-Step AI Sequences, Outreach & SalesLoft Integrations

AI-drafted email sequences now support multiple steps with per-step customization. Outreach and SalesLoft join as new sequence platforms, and automation enrollment tracking gives visibility into what's being sent.

Multi-Step AI Email Sequences

  • AI now generates personalized emails for each step in a sequence, with context-aware follow-ups
  • Customize template and style instructions per step to control tone and format
  • Preview AI-generated emails for any step before activating the sequence

Outreach & SalesLoft Integrations

  • Connect Outreach or SalesLoft to push contacts and trigger sequences directly from Avina
  • Full sequence management including steps, analytics, and sender configuration
  • Available alongside Instantly, Lemlist, and SmartLead as automation destinations

Automation Enrollment Tracking

  • See which alerts were enrolled into automations and track enrollment outcomes
  • New automation stats give visibility into how your automations are performing
  • Set the number of signals per day with the new frequency control in signal settings
  • AI email drafts now produce shorter, more natural subject lines and avoid AI-sounding phrases
  • Slack notifications alert your team when AI email drafts are being generated
  • Signal descriptions now explain why each signal matters to your business
  • Signal filters use the correct operators when custom filter rules are defined
  • Fixed filters not applying when no ICP criteria are configured
  • Fixed sequence automation issues with sender selection and platform filtering
  • Fixed preview progress indicators not displaying correctly
  • Fixed account creation errors caused by data serialization issues
Mar 23, 2026

SmartLead Integration, AI Email Drafting & HubSpot Signal History

SmartLead joins as a new integration for outbound sequences. AI-drafted emails now show a live preview before sending, and signal activity is automatically logged to HubSpot contacts.

SmartLead Integration

  • Connect SmartLead to push contacts and trigger sequences directly from Avina
  • SmartLead is available as an automation destination alongside Instantly and Lemlist

AI Email Drafting Preview

  • Preview AI-generated emails before they go out, with separate subject and body sections
  • Provide style and templating instructions to customize how AI drafts your outreach
  • Live progress indicator shows when emails are being generated

HubSpot Signal History

  • Signal content is now automatically appended to a dedicated avina_signal_history field on HubSpot contacts
  • Gives your sales team a running log of signal activity directly inside HubSpot
  • Signal recommendations now account for signals you've already created, avoiding duplicate suggestions
  • Signal table redesigned with signal name, score, and contact info displayed in a cleaner layout
  • Real-time thinking indicators show progress when generating signal recommendations and previews
  • Session duration limits now support decimal values for more precise configuration
  • Fixed custom signal preview not rendering correctly in some cases
  • Fixed email action button not responding in certain views
  • Fixed data serialization issues that could cause signal processing errors
Mar 4, 2026

Faster Tables, Lemlist & Loops Integrations, Guided Tour

Tables are now dramatically faster, even with thousands of rows. We've added Lemlist and Loops as new integrations, and a guided product tour helps new users find value faster.

Faster Tables

  • Tables across accounts, contacts, and signals are now significantly faster to scroll and interact with, even with large datasets
  • Smoother experience when sorting, filtering, and browsing your data

Lemlist Integration

  • Push contacts to Lemlist and trigger sequences directly from Avina
  • Add Lemlist as an automation destination alongside your existing tools

Guided Product Tour

  • New in-app tour walks you through the core workflow on your first visit
  • Updated onboarding checklist keeps you on track during setup
  • Fewer duplicate contacts: LinkedIn profiles are now used to match and merge records more accurately
  • More accurate account matching when filtering contacts
  • Cleaner signal recommendation experience with an improved search input
  • Fixed long job details getting cut off in certain views
  • Fixed an issue where some signals were being processed more than once
  • Fixed custom signal validation not working correctly in some cases
Feb 19, 2026

Signal Recommendations & Redesigned Onboarding

AI-powered signal recommendations help you discover the most relevant signals for your business. We've also redesigned the onboarding experience to get you up and running faster.

Signal Recommendations

  • AI suggests signals tailored to your industry, ICP, and data sources
  • Recommendations appear as you build your signal library, surfacing signals you may have missed
  • One-click activation to add a recommended signal to your workspace

Redesigned Onboarding

  • New welcome modal guides you through initial setup
  • Onboarding checklist has moved to a more accessible location in the sidebar
  • Improved post-survey navigation to get you to value faster
  • Exports now respect your currently applied filters by default
  • Contacts are broken out into separate columns for clearer visibility
  • Default signals are now created for all new workspaces automatically
  • LinkedIn Ads signal is now off by default to reduce noise for new users
  • Fixed ICP filter not applying correctly in some views
  • Fixed null names appearing in the automations builder
  • Fixed feed filters not persisting after page navigation
  • Integrations now only refresh when you click Done, preventing unnecessary reloads
Feb 10, 2026

Google Sign-In & Faster Signal Activation

Sign in with Google for faster access, and experience significantly improved signal activation. Alerts now appear faster and previews generate automatically.

Google Sign-In

  • Sign in or sign up with your Google account in one click
  • Automatically links to your existing workspace if your email matches

Faster Signal Activation

  • Alerts now appear immediately after activating a signal, instead of waiting for the next data cycle
  • Signals auto-preview after being created from natural language, so you can verify results right away
  • Improved custom signal validation reduces errors during activation
  • Signal group Slack channel routing: choose which Slack channel each signal group notifies
  • Accounts and contacts views have been fixed and improved for reliability
  • Contact label is now hidden when ICP Contact is already present to reduce clutter
  • Sidebar content loading has been optimized for faster navigation
  • Demo mode now drip-feeds signal previews to give new users a more realistic first experience
  • Fixed counts showing incorrectly in some account views
  • Fixed duplicate preview records appearing in signal previews
  • Fixed NaN values appearing in champion movement alerts
Jan 29, 2026

Close CRM Integration & Activity Feed Improvements

Connect your Close CRM to push contacts and signals directly. The activity feed is now sortable, includes account scores, and produces better AI summaries.

Close CRM Integration

  • Push contacts and signals directly to Close CRM
  • Automatic domain matching prevents duplicate leads in Close
  • Configure which signals trigger CRM pushes with the ICP grade threshold

Activity Feed Improvements

  • Sort the feed by activity date to see the most recent events first
  • Account scores are now displayed directly in the feed
  • Signal names in account activity are now human-readable
  • AI account summaries are more focused: deal history has been stripped to improve relevance
  • Navigation sidebar can now be collapsed and expanded for more workspace
  • HubSpot user IDs are now fetched automatically, with no more manual configuration
  • Ability to change the Slack notification channel for individual signal groups
  • Ignored accounts are now properly excluded from alert digests
  • Champion movement detection has moved to daily batch processing for more reliable results
  • New alert framework rolled out to all workspaces for faster, more consistent notifications
  • Fixed signal text box height not adjusting properly
  • Fixed automations and feed filters not applying correctly
  • Fixed export issues when using certain filter combinations
  • Fixed close settings not saving properly
  • Fixed social post collection hitting rate limits
Jan 14, 2026

Custom Signal Creator & Notification Settings

Build custom signals using natural language with the new signal creator. Configure notification preferences per signal group to control what reaches your team.

Custom Signal Creator

  • Describe the buying signal you want in plain English and Avina builds it for you
  • Streaming responses so you can see your signal being built in real-time
  • Improved custom signal previews show more accurate results before activation
  • Signal validation happens automatically after natural language conversion

Notification Settings

  • Configure which Slack channel each signal group sends notifications to
  • Control notification preferences from the signal group settings panel
  • Signal recommendation engine now available for discovering new signals
  • New hire and job listing signals now collect data daily with smarter exclusions
  • Alert messages include matched keywords for job listing signals
  • Signal term summarization uses an improved model for better descriptions
  • Default Fivetran sync frequency reduced from 6 hours to 2 hours for fresher data
  • Next and last signal dates are now displayed on signal cards
  • Settings now use a bulleted text area for clearer multi-line input
  • Fixed automation activation button not responding in some states
  • Fixed edit title not saving correctly
  • Fixed signal activation showing a blank loader
  • Fixed polling causing unnecessary re-renders during signal conversion
  • Fixed web page visit duration tracking
Dec 18, 2025

RB2B Website Visitor Identification & HubSpot Improvements

Avina now ingests RB2B events for website visitor identification, and HubSpot integration has been upgraded with dual-project support and smarter CRM pushes.

RB2B Integration

  • Website visitors identified by RB2B are automatically matched to accounts in Avina
  • RB2B events flow into your signal feed alongside other buying signals
  • Works alongside your existing web tracking for more complete visitor identification

HubSpot Improvements

  • Dual HubSpot project support for teams with multiple HubSpot instances
  • Configurable ICP grade threshold for CRM signal pushes: control which accounts get pushed
  • Contact and signal fields pushed to HubSpot are now configurable
  • Account creation process is faster with progress tracking visible in the UI
  • Custom signal framework has been overhauled for better reliability and performance
  • Web visit previews show more relevant data
  • Fetch filters are now applied before limits, producing more accurate results
  • Touch-based custom columns now properly accumulate existing values
  • Fixed custom signals not storing correctly in some edge cases
  • Fixed web interaction data not loading for certain accounts
  • Fixed preview cache producing stale results
Nov 23, 2025

Contact Scoring, Webhook Destinations & Slack Alerts

Score contacts alongside accounts with custom ICP criteria, send signal data to any endpoint via webhooks, and connect Slack for real-time alert notifications.

Contact Scoring

  • New Contact Scoring tab lets you define and customize ICP criteria for individual contacts
  • Custom grading instructions let you tailor how contacts are evaluated against your ICP
  • Contact scores appear alongside account scores for a complete view of fit

Webhook Destinations

  • Send signal alerts to any external endpoint via webhooks
  • Webhook payloads include full alert data, including account details, signal type, and triggered automations
  • Use webhooks to connect Avina to tools outside of native integrations

Slack Integration

  • Connect Slack to receive signal alerts in your team's channels
  • Alerts include signal details and account context so your team can act immediately
  • Alert framework has been overhauled for more consistent and reliable notifications
  • Contact filter added to the signals feed for more targeted views
  • Alerts can now be filtered by tag for easier signal triage
  • Company logos are now retrieved via Brandfetch for higher quality and coverage
  • Fixed login/logout session handling bug
  • Fixed settings crashing when deleting and entering text quickly
  • Fixed invoice list not loading and broken change plan button
Oct 22, 2025

Account Scoring, Accounts Redesign & CRM Push

Prioritize your pipeline with AI-driven account scoring, explore redesigned account detail pages, and push high-intent accounts directly to your CRM.

Account Scoring

  • AI-powered account scoring ranks accounts based on ICP fit and signal activity
  • Customize scoring criteria to match your ideal customer profile
  • Account scores are visible across the feed and account detail pages

Redesigned Account Pages

  • Account detail pages now include an overview, contacts tab, and activity timeline
  • Contact data includes LinkedIn profile and phone number for faster outreach
  • Industry, employee count, and estimated revenue are now displayed on account pages

Push to CRM

  • Push accounts and contacts to your CRM directly from Avina with one click
  • CRM label destination type lets you tag pushed records for easy tracking
  • Apollo integration is now available for enrichment and outreach
  • ICP column configurations are now customizable with text wrapping support
  • Signal settings have been reorganized for easier configuration
  • Date display improvements across the dashboard
  • Alert tag filter box for more precise signal filtering
  • Fixed accounts view not loading for some workspaces
  • Fixed champion movement detection issues
  • Fixed job listing signals timing out on large datasets
  • Fixed automation filters not applying correctly
Sep 8, 2025

Ampersand Integration UI & Automation Email Templates

Connect your CRM through the new in-app integration setup flow, and use structured email templates to automate outreach when signals fire.

In-App CRM Integration Setup

  • Set up CRM integrations directly within Avina, with no external configuration needed
  • Guided connection flow for HubSpot, Salesforce, and other supported CRMs
  • Integration status is now clearly visible on the integrations page

Automation Email Templates

  • Structured email templates for automated outreach when signals fire
  • Instantly integration is now available as an automation destination
  • Social post signals now cover a wider date range for better coverage
  • Champion movement processing has been migrated for improved reliability
  • Company enrichment now combines multiple data sources for more complete profiles