FEV/2026 - Ploomes apresenta novidades de produto focadas em agilidade e usabilidade

February releases are on the air! Check out everything the product team delivered in the last month. Among the highlights are developments aimed at account setup, More fluid use of the AI assistant and more! Check it out:

No more mistakes when creating multiple fields

One of the announced improvements was the change in the process of creating fields. Before, when creating a new field, the system already had the “plain text” type pre-selected, which could generate errors when the user created several fields in sequence and only noticed the mistake later, when using filters, formulas or automations.

Now, the user needs It is mandatory to select the type of the field before completing the creation, reducing rework and making the configuration more secure. The feature is now available for all accounts.

Assistant with faster responses and a more fluid experience

We optimize the way in which AI Assistant show your searches. From now on, the answers will now be displayed in streaming, progressively, instead of only appearing at the end of processing.

That way, you don't have to wait for the full answer to load before you have information from the assistant. The improvement applies to those who already use the AI Assistant and depends on the release of the feature, which can be requested for testing.

After the trial period, the use is still linked to the hiring of the AI module.

The Sankhya information query comes to the app

Another news announced was the arrival of New Sankhya consultation on the app, bringing to the app the gains already noticed on the web. The update brings more accurate calculations and greater agility in order generation, especially for operations that use the new CPQ.

This way, representatives are now able to take orders by pulling calculations from the ERP. Like other online inquiries, this feature is only available when the cell phone is connected to the internet.

The release requires a request and depends on the account already having the new CPQ enabled, both on the web and in the app. According to the development team, the process includes validations to ensure backward compatibility with legacy CPQ and avoid impacts on more sensitive accounts.

Visibility over calls with bots and IAs

Ploomes presented an evolution in integration with Neppo, allowing calls to be automatically registered in the CRM that were not previously visible during the operation.

Now, in addition to the interactions conducted by human agents, the self-service provided only by the bot And the contacts made by Neppo voice agents. The record is created at the end of the session, provided that the client already exists on Ploomes and the integration is active.

As a result, the operation gains more visibility over the volume and quality of automated calls, in addition to opening space for future analyses regarding the conversion between bot-initiated interactions and calls taken by humans.

Easier when accessing Neppo within Ploomes

Also in the integration with Neppo, another improvement presented was the expansion of the button “Contact via Neppo”. Previously available only on the contact screen, the feature can now also be used directly on the screens of business and undertakings.

In practice, this reduces navigation between pages and speeds up the action of the user who needs to speak to a customer or contact quickly. If a session is already in progress, the system redirects to it. Otherwise, open the active shipping flow to initiate a new service.

Better segment the leads that come from Flowbiz

Closing the February releases, Ploomes showed an update on the integration with Flowbiz, focusing on lead generation and base activation.

The new structure allows you to configure which Flowbiz segments should generate people, companies and businesses within Ploomes, making the process more flexible than similar integrations already known in the market.

It is also now possible to use the integration both for capturing new leads via landing pages How much for customer base segmentation, supporting reactivation and relationship campaigns.

The feature is now available for accounts with the integration enabled.

With a combination of incremental improvements and more structural advances, the Ploomes product team reinforces a clear direction: to make Ploomes increasingly agile, intelligent and adherent to the clients' commercial routine.

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