What's New

Doris now generates PowerPoint presentations alongside Word documents. Upload a .pptx template and Doris will fill it with AI-written content tailored to your deal.

What’s New

• PPTX Template Support — Upload PowerPoint templates and generate slide decks from your deal context
• PDF Template Uploads — PDF files can now be uploaded as reference templates

Generate professional documents from templates using AI. Upload a .docx template, and Doris analyzes its structure and creates personalized content based on your deal context.

What’s New

• Document Templates — Upload .docx templates that define your document structure
• AI Content Generation — Each section is written using your deal, company, and meeting context
• Mermaid Diagrams — Automatically renders flowcharts and Gantt charts in generated docs

Integrations

• PDF template parsing now supported

Doris can now find deals similar to the one you’re working — based on semantic analysis of qualification assessments, not just CRM fields. Filter by deal status to see how comparable deals played out.

What’s New

• Semantic Deal Search — Find similar deals based on MEDDPIC and SPICED assessment content
• Deal Status Filtering — Filter similar deals by won, lost, or active to spot patterns
• Assessment Embeddings — Qualification evidence is now vectorized for intelligent matching

Doris now renders rich, interactive cards directly in the chat — no more walls of text. Ask about a deal and get a visual deal card. Ask Doris to draft a follow-up and see a formatted email card you can copy or send.

What’s New

• Deal Cards — Visual deal summaries with key metrics rendered inline in chat
• Email Cards — Formatted follow-up emails displayed as actionable cards
• Artifact Rendering — Rich UI components generated contextually as part of agent responses

Under the hood, Doris’s agent has been completely rearchitected. 28 granular tools have been consolidated into 11 focused meta-tools, making the agent faster and more accurate at finding the right context for your questions.

What’s Improved

• Intelligent Context Discovery — The agent now proactively seeks out relevant deal, meeting, and company context
• Better Meeting Prep — Smarter attendee insight seeking surfaces what matters before your next call
• @Mention Context — Mention a deal, company, or contact in chat and Doris automatically pulls in rich context