CRM

Lightfield's import agent can now take any CSV and turn it into a structured, relationship-aware CRM. The agent reads files, identifies structure, maps data to accounts, contacts, and opportunities, and wires up relationships automatically. No field mapping wizards or schema configuration needed.

Key capabilities:

• Processes up to 90,000 records per hour
• Automatic deduplication and support for multiple files
• Infers data structure and proposes mapping
• Integrates email and calendar history (up to 2 years back)
• Bulk upload call transcripts with automatic matching

Use cases include: CRM migration, loading lead lists from events, importing prospects from outbound tools, reconciling scattered customer data, and importing account lists from external sources.

Most imports finish in under an hour. For existing customers, upload a CSV to workspace chat or book time with the team for assisted migration.

Lightfield's API is now available in open beta, providing access to core CRM objects (Accounts, Opportunities, and Contacts) with read/write access, plus read access to the Member object. The API is available via HTTP and Python SDK.

Key points:

• Lightfield architected a shared API used by humans, internal agents, and external systems equally
• Every interaction—whether human in UI, agent updating data, or external system syncing—uses the same API endpoints
• Custom fields are supported
• Roadmap includes: Notes, Meetings, Tasks access; TypeScript SDK and CLI; MCP server for agent interactions
• Every new capability in Lightfield will ship with API support from day one

Lists: Create lists of record objects (accounts, opportunities, contacts). Add items via bulk select or from record pages. Create and modify lists with the agent. Lists available starting next week.

Background agent tasks: Upgraded chat infrastructure to support long-running tasks, progress logging, and resumption. Agent now indicates task progress and notifies when input is needed or tasks complete.

HIPAA Ready: Lightfield is now designed to support HIPAA-compliant workflows and is prepared to execute Business Associate Agreements (BAAs) with healthcare customers.

REST API beta: Public beta access opening next week.

Smaller changes:

• Added "Next interaction" as a system field for accounts and opportunities that reads from scheduled meetings
• "Telephone" now available as a custom field data type

Bulk object delete: Tables now support bulk selection and deletion for Accounts, Opportunities, and coming to all objects.

Agent record operations: Redesigned bulk object creation and edits with natural language responses to proposed changes and bypass approval option configurable in settings.

REST API beta: Public REST API for Lightfield objects launched; early testing available.

Smaller changes:

• Added GPT 5.4 to model selector
• PDF exports ~70% smaller
• Agent response performance improved up to 25%
• Better CSV import handling for multiple accounts with same domains
• Account creation no longer requires website domain
• Added triggers for creating and updating contacts

Contact and account data model improvements: Contacts now support multiple email addresses and multi-account associations. Accounts can be associated with multiple domains, enabling more flexible representations of customer relationships.

Chat improvements: The agent now has a much better understanding of how artifacts have been edited in chat, resulting in more reliable and higher quality responses. Improved markdown formatting for chat responses and made chat titles editable for easier recall.

Smaller changes:

• Granola MCP now works more efficiently in workflows
• PDF exports from artifacts generated by the agent now consolidate into a continuous page

Lightfield has shifted from using structured knowledge graphs to a narrative-based data model for context engineering with LLMs. The new approach uses live-updating chronological stories about people and relationships alongside structured data, which models like Opus can dynamically re-weight for better understanding. This solves complex tasks like stakeholder mapping, engagement analysis, and deal risk assessment in enterprise sales by preserving the nuance and malleability of human relationships rather than treating them as rigid graph structures.

Launched code execution with improvements to chat functionality. Key features include: chat agent now uses code generation and execution to answer queries more comprehensively and generate artifacts. Smaller changes: Contacts can now be related to multiple accounts; Meetings are now filterable by workspace member ID; Delete single and multiselect field options from data model settings.

Examples of capabilities: Building account expansion plans, creating competitive battle cards, gauging sales team performance with scorecards, and prioritizing roadmap by tracking shipped feature requests.

The Lightfield agent now has a code execution tool, enabling it to write and execute Python programs while leveraging full CRM data including emails, meetings, and notes. This addresses key limitations of LLM-only agents:

Key capabilities:

• Analyze patterns across hundreds of accounts and thousands of interactions at scale
• Produce deterministic, reproducible outputs (visualizations, structured reports, dashboards)
• Combine code-based analysis with LLM-level interpretive depth

Use cases demonstrated:

• Build competitive battle cards by analyzing all competitor mentions across conversations
• Generate sales team scorecards grading discovery, rapport building, and closing from recorded calls and emails
• Close customer feedback loops by tracking feature requests and drafting personalized follow-ups when shipped
• Create account expansion plans from complete conversation history and stakeholder mapping

Architecture: The agent operates on Lightfield's semi-structured business graph data model, combining unstructured conversation context with structured CRM data, enabling reasoning that traditional relational CRM systems cannot match.

Future roadmap: Custom dashboards, lead scoring, territory planning, outbound workflows, real-time forecasting, data sync integrations, and large-scale data transformations—all executable through natural language without workflow builders or coding.

Shareable meetings: You can now enable a public view of your Lightfield meetings to share outside of your workspace.

Sneak peek: code generation: Next week Lightfield will have code generation and file execution capabilities that can leverage your CRM data to generate customizable views of your CRM data.

Smaller changes:

• Meetings are now filterable by workspace member ID
• More reliable progress indicator for CSV importing