AI Insider Program — Be the First to Experience What's Next
What's New: The AI Insider Program is now open across all Tribe environments. Get free, immediate access to every new AI agent in development — including Lead Scoring, Competitive Landscape Analysis, and more.
Key Benefits:
First access to new AI features before general release
Shape the product directly with your feedback
Field Picker Improvements — Find Fields Faster
What's New: The Field Picker — used across views, widgets, automations, and templates — has been redesigned for speed and clarity.
Key Benefits:
Search fields by name instantly
Filter by field type (text, date, currency, and more)
Cleaner interface reduces noise and saves time
Live Chat Support — Get Help Instantly
What's New: Emma, Tribe's AI chatbot, is now available directly in the Help Center for instant support.
Key Benefits:
Instant answers without waiting for email replies
Multilingual support so you can chat in your language
Seamless handoff to a specialist when needed, with full context preserved
Access it via Help Center.
Pennylane Integration — Accounting Sync, Certified
What's New: The Pennylane integration is now live and certified. Sync customers, contacts, and invoices between Tribe and France's leading cloud accounting platform automatically.
Key Benefits:
Two-way sync keeps records consistent across both systems
No manual data reconciliation needed
+ Activity Button
What's New: The generic "+ New" button in the Activities tab has been replaced with a smarter "+ Activity" dropdown that surfaces the right activity types immediately.
Key Benefits:
Default types (Note, Task, Appointment, Attachment) appear front and centre
Module-specific activity types follow, keeping the list clean and relevant
Signature Field in Web Forms
What's New: Web forms now support a signature field, giving recipients a draw canvas to sign directly in the form. Signatures can feed straight into your automations for end-to-end digital workflows.
Key Benefits:
Collect legally-style signatures without third-party tools
Fully customisable as part of any existing web form
Automate what happens next — approvals, notifications, record updates
Configuration Navigation Improvements
What's New: The configuration sidebar has been fully redesigned with a clearer structure, collapsible sections, active state indicators, a back button, and a search bar.
Key Benefits:
Find any setting faster with built-in search
Collapsible navigation reduces visual clutter
Cleaner hierarchy means less time orienting, more time configuring
Tribe AI for Views — Build Views With Plain Language
What's New: Tribe AI is a conversational assistant now built into Tribe that lets you create Views by describing what you need in plain language, rather than configuring filters and columns manually. The assistant asks clarifying questions to ensure accuracy, then generates the View configuration for you. Available to users with permission to create and manage Views, Tribe AI also supports the Field Picker — helping you locate the correct field path — and works in all languages.
Key Benefits:
Create new Views in seconds by describing them conversationally instead of navigating menus
Build Views with specific columns, filters, and conditions without manual configuration
Refine your View through follow-up conversation before saving
Works in your preferred language, making it accessible to international teams
Tribe AI for Widgets — Configure Dashboards Faster
What's New: Tribe AI is now available when creating Widgets, letting you describe the data you want to see in plain language instead of manually selecting fields and conditions. The assistant interprets your request, asks clarifying questions where needed, and generates the Widget configuration ready for you to save.
Key Benefits:
Set up new Widgets quickly by describing what you need, not by manually navigating settings
Reduce configuration errors by letting the assistant interpret your requirements
Refine Widget output through back-and-forth conversation before committing
Supports all languages for international teams
Tabbed UI — A Clearer, More Focused Record View
What's New: Tribe's record view has been redesigned with a tabbed layout that organises information into clear, focused sections rather than a single long scrollable page. Each tab — Dashboard, Activities, Relations, Details — surfaces the information most relevant to your current task, reducing the need to scroll and making it easier to stay focused during your daily work. The new layout also introduces a persistent sidebar for quick access to key record details.
The Tabbed UI is currently available to new users only — a full rollout to all customers is coming soon.
Key Benefits:
Navigate between Activities, Relations, Details, and Dashboard tabs without scrolling through a long page
Find the information you need faster with a cleaner, more structured layout
Access key record details at a glance via the persistent sidebar
Spend less time hunting through records and more time on the work that matters
Simple Import — Guided Data Import for Everyone
What's New: The Simple Import is a new, step-by-step approach to importing data into Tribe, designed for users who need a more guided experience than the advanced import method provides. It walks you through each stage — uploading your file, mapping columns to the correct fields, and completing the import — one screen at a time, reducing the risk of errors and removing the need for advanced configuration knowledge.
Key Benefits:
Import contacts, organisations, and other records through a clear, structured process
Map your file columns to Tribe fields with guided prompts at each step
Reduce import errors with a logical, single-task-per-screen flow
No advanced configuration knowledge required
Sales Follow-Up Task Automation — Customise Your Sales Workflow
What's New: When a new sales opportunity is created, Tribe now generates the follow-up task via a system automation rather than a fixed, built-in process. The automation is enabled by default, so existing behaviour is preserved, but admins can now find it under Configuration > Automations and adjust it to fit their team's workflow — or turn it off entirely.
Key Benefits:
Customise the follow-up task subject, due date, task type, and assignee to match your sales process
Disable the automation entirely if your team handles follow-up differently
Duplicate the system automation to create your own version, keeping the original as a fallback
Available to all environments — Advanced or Ultimate licence required to configure; Essential licence can disable the automation