Lightfield

This week we added labels to tasks and notes, so you can organize and filter them the way you already tag your other records. We also opened up the API to draft emails and delete CRM records.

Keith Peiris & Henri Liriani

This week we added relationship filtering across table views and the API, enabled SSO for Pro plans, and increased controls for meeting recordings.

This week we added email sending and inbox retrieval to the Lightfield API and introduced a new mode that gives you more control over when contact records get created.

Email API

Send emails directly from your connected mailbox via API, with support for up to 500 recipients, CC/BCC, and file attachments. Retrieve emails with full HTML body access and privacy-aware inbox pagination. Available via the REST API, SDKs, and MCP. API keys are accessible to admins only.

Record Creation Controls

Choose when contacts and accounts are created from email. You can now set records to create when someone responds to your outreach, or only when you initiate — so your CRM reflects the interactions that actually matter to you.

Smaller improvements

• Dramatically improved database latency spikes
• Opus 4.7 is now supported in chat

The same assumptions came up over and over on the SaaStr AI Annual expo floor last week. Here's what we heard, and what we showed.

"Migrating CRMs takes months."

Our team migrated dozens of companies off their legacy CRM onsite. Hand an export of your CRM data to the Lightfield agent via chat. It asks a few questions, then rebuilds your CRM. Miriam Koga migrated Harumi off HubSpot in 15 minutes. Mason Cosby migrated Scrappy ABM in under an hour.

"Building reports means calling in a data analyst."

In Lightfield, you ask and the agent pulls the answer. What used to be a project is a conversation.

"We're building agents to replace pieces of our GTM stack."

All of it should run inside a system that already has the full context of your business. Agents that operate in isolation are starting from scratch every time.

"AI pipeline generation just means more generic outreach."

Lightfield starts from the inside. It looks at your entire CRM history to surface the things that made deals close quickly and the signals that predict your best customers.

"You need a RevOps hire to keep your CRM healthy."

Lightfield is built for teams that don't have that. Auto-capture keeps records current. The agent handles the questions that used to require a dashboard.

"AI CRM is just a chatbot on top of stale data."

Lightfield captures the source data automatically. The agent reads the truth: every email, every call, every meeting, structured chronologically so it understands not just what happened but when and why.

This week we expanded the functionality of Custom Objects and Automations. We also continued to make improvements to performance and functionality across the app.

Custom Objects

Custom Objects now supports one-to-many relationships and let you define relationships between objects and team members. The agent can also create objects, manage schemas, and set up those relationships for you.

Custom Objects are available on Pro accounts.

Preview: For Review

As you set up automations in Lightfield, you'll be able to decide what should happen automatically and what should be queued for your review or a teammate's.

The For review page aggregates drafted emails, updates, and new records in one place so you can quickly review and approve what your automations produce.

Smaller improvements

• Email replies and forwards now have validation to prevent blank sends
• You can now use the WebEx MCP connector
• Tables scroll significantly faster
• Tasks now link to Contacts

Most agent-driven outbound today doesn't land. We think a major reason for that is that it's derived entirely from secondhand context.

Outbound tools today enrich, layer in 1-2 "signals," then generate messaging that still ends up feeling impersonal. Our customers pointed out that the best context to drive their outbound is actually already in their CRM.

To address that, we've designed Agentic Pipeline Generation in Lightfield, driven by firsthand context from what's worked in your business: your won deals, your buyer language, and characteristics associated with deals that progressed through your pipeline.

• Before building lists, agents help you build hypotheses starting with your closed won data.
• When drafting messages, agents draw from evidence captured in Lightfield — the language this persona used to describe their pain, the proof points that resonated.
• With every sequence, reply, and meeting booked, the system compounds with feedback stored directly in your CRM knowledge base.

Reach out to our team to add Agentic Pipeline Generation to your account today.

Today, we're adding to the top of the funnel.

Introducing Agentic Pipeline Generation

Outbound agents run your plays leveraging the deals you've won, the conversations you've logged, and the language your buyers actually used.

• Your CRM tells you who to target. The patterns in your deals shape the list.
• Your CRM tells you what to say. Deals logged means data points on how your best buyers think.
• Your CRM monitors what's working. The agents run on a record that grows with every send, reply and conversation.

Talk to our team to add Agentic Pipeline Generation to your account.

Email conversations rollout

Email conversations have now rolled out to all workspaces, enabling threaded replies and attachments from record views. The ability to reply to conversations and attach files is coming to chat next week.

Preview: Automations

Automations will allow you to run any process you define — on a schedule or trigger — using Lightfield's agent, Skills, and connections to external tools.

Smaller improvements

• Improved token efficiency of tools used in complex agent operations like CSV upload, resulting in faster and more reliable results
• Added an onboarding skill that interviews the end user and creates knowledge files

Email conversations rollout and agent tooling improvements

Most objections that kill deals aren't new. And those patterns exist in your CRM.

Build and run these four skills in Lightfield to clear objections before they reach the demo.

Skill 1: Objection Pattern Library

Scans call notes, emails, and meeting summaries across every deal to extract objections, ranks by frequency, and surfaces which deal stage each theme most often appears.

Skill 2: Messaging Gap Identifier

Takes your top objection themes and searches your company's digital footprint to identify whether each objection is addressed somewhere prospects could find before the demo.

Skill 3: Objection-Stage-Persona Mapper

Cross-references each objection theme against deal stage, contact role, and deal size. Flags any combination that appears in three or more deals.

Skill 4: Counter-Playbook Generator

Finds your closed-won deals where those objections appeared and extracts what was said, what was shared, and what moved things forward after the objection was raised.

Email replies and attachments

Email messages are now contained within conversations in Lightfield, enabling replies to existing threads. We've also added the ability to attach files to the emails you send in Lightfield.

Preview: Custom objects & relationships

We're beginning to enable custom objects and relationships for Pro workspaces next week. Admins will be able to create and customize custom objects with preconfigured relationships to notes, tasks, and files, and the ability to create new custom relationships to any other type of object.

Smaller improvements

• Added a skill for building your ICP definition in the knowledge base
• Increased CSV import speed by >2x and dramatically reduced error rate
• Added GPT 5.5 to the model picker
• Added a tool for drafting emails in bulk

Email replies and attachments, custom objects, and more

Knowledge file upload via API

You can now upload files into Lightfield's Knowledge directory using our SDK. See documentation for details.

Support for Claude Opus 4.7

Workspace chat now supports Claude Opus 4.7, providing improved document understanding, more precise instruction following, and higher-quality output compared to Opus 4.6.

Automated record field updates

You can now have Lightfield automatically populate and update record fields without requiring human-in-the-loop intervention.

Smaller improvements

• Added download ability for all file types, not just PDFs.
• You can now access basic metadata on Knowledge files, including update history.

Improvements to Skills and Knowledge, support for Claude Opus 4.7

Skills and Knowledge in Lightfield put your CRM to work for you.

What is a Skill?

A Skill is a repeatable workflow you define once and invoke on demand. Skills live in three scopes: Workspace skills (Admin-managed, shared), User skills (personal), and System skills (platform-wide, maintained by Lightfield).

What is Knowledge?

Knowledge is the structured context layer that Skills draw on when they run — your ICP definition, competitive positioning, objection handling, buyer language, and qualification criteria.

Getting started

1. Start with one pre-built Skill (discovery prep or post-meeting follow-up are great starting points).
2. Run it on a real account and look critically at the output.
3. Add your Knowledge: ICP definition, competitive positioning, objection handling.
4. Customize the Skill steps to match your real process.
5. Build from there as the first Skill runs well.

San Francisco Examiner named Lightfield among the best AI CRM tools for startups.

Read the full story here.

Skills and Knowledge

Skill and knowledge file directories are now live in Lightfield for all workspaces. Try invoking the create skill or create knowledge skills to get started, or choose from one of our pre-built skills. Also added a recently used skills view.

MCP Server

You can now connect to Lightfield's MCP server and authenticate, so your assistant can access your Lightfield data with user parity permissions — reading context and taking actions on your behalf.

Follow instructions on how to connect to the Lightfield MCP.

Smaller improvements

• Added a Tasks API
• Added a Typescript SDK
• Record activity logs now describe the source of the change (e.g. API, workflows)
• Navigation between views has been sped up dramatically
• Code execution is now running on a much faster sandbox — up to 10x faster

Skills and Knowledge, MCP, performance improvements

Skills and Knowledge are now native in Lightfield. Run your process across every account, every time. Grounded in what Lightfield already knows.

Pre-built Skills bank

Build pipeline: Find Similar Companies, Build Prospect List, Resurrect Lost Deals, Research & Write Outreach.

Know your deals: Map Buying Committee, Find Next Best Action, Extract Buyer Language, Prep for Meeting, Write Post-Meeting Follow-Up, Create / Update Opportunity from Meeting.

Win the deal: Draft Proposal, Draft Sales Deck, Qualify Deal.

Run your GTM: Account Health Score, Generate Pipeline Report, Draft Case Study.

3 things worth knowing

• Setup is minutes. Connect your calendar and email, run a Skill from the pre-built library.
• You don't need to build Skills from scratch. The Skills Bank covers the most common workflows out of the box.
• The context graph gets better over time. Every captured interaction sharpens Lightfield's understanding of every relationship.

List filtering, meetings, and notes in the API

The API now supports the ability to get filtered lists of objects, enabling "find or create" functionality to avoid duplicate accounts and contacts. Additionally, endpoints were added for 'create' and 'get' notes, as well as logging past meetings and attaching transcripts.

Improved data visualizations

More expressive and flexible data visualization tools for generated reports: area, stacked area, scatter, radar, gauge, heatmap.

Preview: Skills & Knowledge

Skill and Knowledge file directories are coming to Lightfield next week. Your existing knowledge in Settings will be migrated to the new system automatically.