We’ve constantly been working to improve your Sense experience; here’s a summary of what has been added, improved, changed, and/or fixed in March 2026.

Features

Enhancements

Features

Sense IQ

Sense IQ is a new in-product knowledge assistant now available directly within the Sense platform. It allows users to ask questions about Sense features and get accurate, real-time answers without leaving the platform.

What's New

Users can now access Sense IQ from within the Sense platform and ask questions about any Sense module — including Workflows, Scheduler, CRM/TRM, Voice AI, Candidate Matching, Lists, Career Sites, Surveys, Chatbot, Analytics, and Referrals. Sense IQ is knowledge-based, meaning users can ask what's possible, how features work, and what configuration options are available.

Responses are streamed in real time using an agent-based architecture, so answers appear progressively as they are generated.

Example Questions You Can Ask

• "How many parallel branches (paths or splits) are possible within a workflow?"
• "How do I schedule a panel interview meeting?"
• "Can we use individual chatbot responses to move a record across a path or split condition?"
• "What options do we have for sending emails via CRM?"

Getting Started

Look for Sense IQ in the Sense platform and start asking questions.

Example screenshot  below

CRM - Talent Pools Statuses

Sense CRM now supports Talent Pool Statuses, giving recruiters a structured way to track where candidates stand within a talent pool and enabling status-driven automations and bulk actions at scale.

What's New

Recruiters can now define custom status groups and associate them with specific talent pools. Once a status group is linked to a talent pool, statuses can be assigned to individual candidates within that pool.

This unlocks the ability to perform automations and bulk actions based on a candidate's status — making it easier to run targeted engagement campaigns and workflows for specific segments of candidates within a talent pool.

Why It Matters

Previously, there was no structured way to track candidates standing within a talent pool. This update gives recruiters more control and clarity over talent pool management, while enabling smarter, status-driven workflows and automation at scale.

Refer to this article for a detailed explanation of Talent Pool Statuses. 

Workflows (J2) - Email Templates in Workflows

Sense Workflows now supports reusable Email Templates, allowing teams to create, manage, and import pre-built email designs directly within the workflow builder.

What's New

A new Email Templates section is available under Configuration → Templates → Workflows. 

From here, users can create new email templates, view existing ones, and manage template status.

Templates are built using the drag & drop email editor, which supports rich email design with branding, layouts, and reusable components. When creating a template, users define the Template Name, Template Description, and Email Design.

Each template shows the number of workflows it has been imported into, giving visibility into usage and impact across automations.

Once a template is marked Active, it can be imported directly while designing emails inside a workflow — allowing users to start from a pre-built design rather than building from scratch every time.

Previous Behavior

Previously, email templates could only be created as HTML templates within Journeys, with limited functionality. Workflow users had to design emails from scratch or copy them from another workflow or journey, making standardization difficult.

Why It Matters

This update enables standardized, reusable email designs across workflows, reduces time spent on repetitive email design, and improves consistency in branding and messaging.

Agent Builder - SMS & Email Reminders for Outbound LLM Chatbots

Outbound Agents in the Agent Builder now support automated SMS and Email reminders, helping improve candidate engagement and reduce drop-offs from incomplete conversations.

What's New

Admins can configure reminders directly from Agent Settings → Reminders. Reminders automatically follow up with candidates who haven't started or have abandoned an outbound conversation.

• SMS Reminders are enabled by default for new outbound agents
• Email Reminders are available in both Basic and Advanced (HTML) formats
• Admins can configure the delay and frequency of reminder attempts
• Blackout window support prevents reminders from being sent during restricted hours
• Reminders automatically stop once the candidate responds or completes the conversation
• Publish-time awareness notifies admins when reminders are active on an agent before publishing

Why It Matters

This gives admins full control over follow-up behavior for outbound agents, ensuring candidates receive timely nudges while preventing message fatigue through configurable frequency and blackout windows.

You can refer to this article for more details on this - Configuring Reminders

Analytics - Surveys 2.0 Analytics Dashboard

Sense Analytics now includes a fully rebuilt Surveys 2.0 Analytics Dashboard, introducing survey-level metrics and drill-down views for the first time in Surveys 2.0.

Previous Behavior

Previously, only the All Responses view was available — there was no aggregated analytics dashboard to track survey-level performance.

What's New

All Surveys Tab A new centralized All Surveys tab provides a high-level view across all surveys with the following metrics: Surveys Sent, Reached, Completed, Response Rate, View Rate, Completion Rate, Bounce, Spam, and Unsubscribe. Trend plots are available in both absolute numbers and conversion rates, across daily, weekly, monthly, and quarterly frequencies. The tab supports search, sort, and filtering across channels, workflows, survey status, recipient type, and entity attributes.

Survey Drill Down Clicking into a survey opens three dedicated sub-tabs:

• Conversion & Engagement — Full funnel metrics scoped to a single survey: Sent, Delivered, Opened, Bounced, Spam, Unsubscribed, and all corresponding rates. Includes a per-recipient data table showing Time Sent, Delivered, Viewed, and Completed across channels.
• Question Insights — Aggregated response analytics for each question in the survey. NPS metrics are available question-wise, including NPS Score, Promoters, Detractors, and Passives.
• All Responses — A per-recipient view with question-by-question answers including ratings (stars, smileys, labels), response timestamps, and completion status. Filterable by question text.

Export Options Three structured export formats are available for deeper analysis:

• MCQ Summary — Aggregated option-level counts per question
• All Responses (Long format) — One row per answer per recipient
• All Responses (Wide format) — One row per recipient with each question as a separate column

For more detail son Survey 2.0, please refer to this article group - Survey 2.0

CRM - CRM Notes Formatting with Mention

CRM Notes now support rich text formatting and the ability to mention team members directly within a note, improving collaboration and readability across candidate and contact records.

What's New

Rich Text Formatting Notes in CRM now support text formatting options including bold, italics, and bullet lists. This makes notes cleaner and easier to read across candidate and contact records.

Mention Option Users can now use @ to mention team members directly within a CRM note. Mentioned users receive notifications, enabling faster team coordination without needing to leave the CRM context.

Why It Matters

These updates reduce context-switching for recruiters, make notes easier to scan and act on, and improve real-time collaboration across hiring teams.

Enhancements

Scheduling - Manager's Dashboard Enhancements

The Scheduler's Manager's Dashboard has been upgraded with greater granularity, new filtering options, clickable drill-down cards, and expanded reporting capabilities — covering both Team Performance Analytics and Individual User Analytics.

What's New

Global Sorting & Search Data in performance tables is now sorted across the entire dataset, not just the current page. Users can filter by Meeting Type (Panel, Round Robin Availability, Round Robin Fairness, or Sequential) and by Host. A search field allows users to instantly find specific Meeting Names.

Clickable Cards — Deep-Dive Data Clicking on a card in Team Performance Analytics or Individual User Analytics opens a consolidated data view for every meeting scheduled, showing:

• The Basics: Title, Host, Duration, and Template Name
• The Journey: Scheduling source, Scheduled On date, Last Rescheduled date, and Cancelled On date
• The Details: Number of times rescheduled, Reschedule/Cancellation reasons, and who initiated the cancellation or reschedule

Custom Time Ranges New date filter options include quick filters for the last 7, 30, 60, or 90 days, as well as a custom date range selector supporting up to 180 days.

Exporting & Individual Reports Filtered data can be exported with one click and accessed anytime from the Reports section under Configurations. Selecting a user from the team performance page generates a detailed, exportable report filtered to that individual — with further filtering by meeting type and date.

Scheduling - Requesting Availability

Recruiters now have greater control over how extended availability is surfaced to candidates in the Scheduler, along with a new flow that captures candidate drop-off signals when no suitable slot is found.

What's New

Extended Availability Display Options Previously, extended availability slots only appeared when no general availability slots were found within the future limit window. Recruiters can now choose between two behaviors:

• Show extended availability only when general slots are unavailable — the existing behavior, unchanged.
• Show extended availability at all times — candidates see all available weeks upfront, across both general and extended availability.

"None of these work for me" Flow When extended availability is shown at all times, candidates who reach the last week of available slots will see a "None of these work for me" button. On clicking it, they can log their details. This response is captured in the chatbot disposition node, giving recruiters clear visibility into which candidates couldn't find a suitable slot — rather than having them silently drop off.

The full experience, including this drop-off flow, is available via chatbot when a scheduler node is attached. Disposition data is currently only usable within the chatbot context.

Why It Matters

This update reduces silent candidate drop-offs and gives recruiters an actionable signal on candidate unavailability, helping teams follow up with candidates who couldn't find a time that worked.

Workflows (J2) - Email Reply-To in Email Node

The Email node in Workflows (J2) now supports a Reply-To address field, allowing recipients to reply directly to a specified email address with a single click.

What's New

A Reply-To address can now be configured as part of the Email node. When a recipient clicks Reply on a workflow email, their email client automatically picks up the configured Reply-To address — eliminating the need to manually copy or look up the correct address to respond to.

Why It Matters

This reduces friction for recipients responding to workflow emails and ensures replies are routed to the right address without any extra steps.

Workflows (J2) - Simplified Alerts Configuration in Workflows

Configuring alerts in Sense Workflows (J2) is now significantly faster and simpler, with a new one-click Alerts option that eliminates the need to build additional nodes.

Previous Behavior

Previously, setting up an alert required users to manually add a Path node, configure conditions, add an Email node, and set up recipients and content — a multi-step process that was time-consuming for simple notification use cases.

What's New

Users can now configure alerts directly via the Alerts option in the workflow builder. Simply select the alert type and choose the recipient(s) — no Path nodes or Email nodes required.

Alerts can be triggered for the following workflow events:

• Survey Completed
• Specific Survey Responses
• SMS Replies
• Email Bounced
• Email Skipped
• Email Opened

Existing alerts that were previously configured using Path and Email nodes are not impacted and continue to work as before.

Workflows (J2) - More Flexible Batching Options in Foreach Node

The Foreach node in Sense Workflows (J2) now supports smaller batch size options, giving users greater control over how candidates are processed after Candidate Matching.

Previous Behavior

The Foreach node previously supported a minimum batch size of 25 candidates, limiting flexibility for workflows that needed to process smaller groups or trigger downstream actions more frequently.

What's New

Users can now configure the following additional batch sizes within the Foreach node:

• 5 candidates
• 10 candidates
• 15 candidates

These smaller batch sizes are available alongside the existing batching configurations.

Why It Matters

This update enables more granular control over candidate processing, supports use cases where smaller batches are required for communication or downstream steps, and allows workflows to execute actions more frequently as candidates are processed.

Workflows (J2) - Dynamic Note Authors for Bullhorn Writebacks

The Write ATS Note node in Sense Workflows now supports configurable note authorship for Bullhorn, allowing teams to define exactly who appears as the author of a note written back to Bullhorn — instead of defaulting to a generic API user.

Previous Behavior

Note writebacks via the Write ATS Note node previously defaulted to a generic API user, making it difficult to attribute notes to the correct recruiter or team member in Bullhorn.

What's New

Two authorship options are now available within the Write ATS Note node:

• Dynamic Authors — Automatically set the note author based on related user fields from the subject entity. For example, in a Candidate workflow, the Candidate Owner can be pulled dynamically as the note author.
• Static Internal Users — Manually select any internal employee synced to Sense. A Search by Name field is available to easily find and select specific team members.

This feature is live and available directly in the Workflow Editor.

Why It Matters

Recruiters now see their own names — or their teammates' names — on notes within Bullhorn records, making activity tracking, auditing, and reporting significantly more accurate.