Precise Search & Query Handling
Enhanced indexing of household attributes ensures Ask AI finds specific client data points with higher accuracy.

Deep Document Analysis
Expanded RAG context allows Ask AI to search and connect information across much longer, multi-page documents.

Multi-Source Ask AI Conversations
Ask AI questions across multiple households, pages, files, and timeframes with persistent chat history.

Ask AI Source Attribution
Ask AI now displays the sources used to generate answers so users can easily reference the original data.

Identify Gaps with Inverse Questions
Use "negative" queries (e.g., "Which clients haven't met with me?") to identify missing data or outreach opportunities.

Household Prompt Suggestions
Discover new ways to leverage your data with tailored AI suggestions that help you uncover powerful insights.

Meeting Prompt Suggestions
Prompt suggestions are tailored for common advisor meeting types like tax reviews or client meetings.

Speaker Time Breakdown
Understand participant engagement at a glance with a visual breakdown of communication patterns for every meeting.

AI Speaker Attribution Accuracy
Improved identification of speakers during recorded meetings.

One-Click AI Access
Use new Ask AI buttons across key household pages to start a query without leaving the page you’re on.

Ask AI Navigation
New chat icon and simplified navigation make it easier to locate previous conversations.

Context Tracking in Ask AI
Use new Ask AI buttons across key household pages to start a query without leaving the page you’re on.

Smart Document Ingestion
Turn your paperwork into organized data by uploading onboarding documents that Parrot "reads" to extract household details with high precision.

Household Document Upload
Upload documents to household records and view summaries or ask AI questions about them.

Instant Household Summaries
Get up to speed in seconds with AI-generated briefings of a household’s entire history and status.

Household Dashboard
Group clients into households and view all meetings, files, and activity in a single dashboard.

Complete Household Activity Tracking
Get the full picture of every client interaction with a Household Activity page that now includes all recording types (phone calls, iOS recordings, and in-person meetings) with clear labeling and automatic association.

Household Activity Indicators
Icons now identify activity types such as calls, meetings, and file uploads.

Consent Annotation for Meetings
Meeting transcripts now include indicators showing whether participants consented to being recorded.

Household Selection Tools
New widgets make it easier to find and select households and workspaces.

Household Management Settings
Client households can now be managed from a dedicated settings tab.

Unified CRM Sync (Salesforce, Redtail, Wealthbox)
Seamlessly flow meeting notes, summaries, and tasks directly into your CRM without ever leaving Parrot.

Advisor360 CRM Integration
Meeting transcripts, summaries, and follow-up tasks can automatically sync with Advisor360’s CRM.

Salesforce CRM Integration
Meeting transcripts, summaries, and follow-up tasks can sync directly to Salesforce.

Auto-Provisioning for Redtail
Save time with automatic household creation in Parrot based on your existing Redtail CRM data.

Wealthbox Task Creation
AI-generated tasks can now be sent directly to Wealthbox after a meeting.

Standalone + CRM Hybrid Usage
Advisors using the Advisor360 CRM integration can also use the standalone Parrot product with the same account.

Household-Level Tasks
Track and manage all outstanding tasks directly at the household level.

Clearer Action Items
NAI-generated action items now feature a simplified format that is more concise and easier to read at a glance. The system better distinguishes between new tasks and items already completed during the call, ensuring the final list is both accurate and actionable.

Refined Navigation and UI Polish
Experience smoother transitions with updated household navigation and a polished look across all file pages.

Household Navigation from Side Menu
Browse households directly from the main navigation menu.

Refreshed Homepage
Updated homepage with a Household Activity section and quick access to common actions.

Streamlined Inbox
Manage all incoming files and recordings in one centralized view.

Instant Recording Linking
Upload or assign recordings to a household directly from that household’s page.

Assign Recordings to Households at Creation
Meetings, uploads, or recordings can be assigned to a household when they are created.

Page-to-Household Move Flow
Improved interface for assigning or moving recordings and pages between households.

Client Profile Meeting Launch
Start a meeting directly from a client profile and automatically file it to that client.

Flexible Team Permissions
Easily grant staff or partners access to multiple client households at once.

Workspace Management Interface
Renamed and reorganized workspace settings for clearer team administration.

Dedicated Household Notes
Keep your thoughts organized with a new, private Notes page for every household.

Enterprise-Grade Security
Upgraded system architecture to Microsoft Auth for more secure and reliable logins.

Reliable System Updates
Enjoy a more responsive experience with system fixes that eliminate delayed notifications and slow status updates.

Updated User Guides
Navigate new features confidently with refreshed onboarding materials and help docs designed for a smoother start.