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Documentation Index

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Cobalt changelog and product updates. Stay up to date with new features, improvements, and bug fixes shipped in Cobalt.
June 1, 2026
New features and fixes

Project status and filters

Projects now have an Active or Archived status. Archive finalized projects: they no longer appear by default in the list, keeping the projects page focused on what’s ongoing. You can also filter projects by type and by member — useful in weekly meetings to review everyone’s business actions for the week.

MCP documentation in Cobalt

Cobalt’s documentation is now available via MCP directly in the app: users can ask their questions directly to Cobalt, like a FAQ.

Add clients and companies from a project

You can now add new clients (contacts) and new companies directly from a project, without having to create them first in the associated table.Add a new contact from a projectAdd a new company from a project

New workflow block: create a manual task

A new workflow block lets you create a manual task automatically — handy to generate a reminder, for example “call a client”.Workflow block: create a task

Fixes

  • Fixed the AI chat.
  • Fixed meeting transcription.
  • Fixed signature creation.
May 29, 2026
Filters + tasks and transcriptions visibility

Improved filter management

You can now remove an applied filter directly from the filter bar by clicking the cross on the filter — no need to reopen the menu. A Reset button also clears all filters at once.Filter bar with direct filter removal and a Reset button

Tasks and transcriptions visibility

A new organization permission controls the visibility of tasks and transcriptions (meetings and phone calls): each member can now see only their own tasks and transcriptions. Previously, these were visible to everyone by default.
May 28, 2026
New Excel view on projects

”Excel” view on projects

Projects now have a new table (“Excel”) view: your contacts show row by row with their columns (name, title, company, LinkedIn, email, phone, status). This view is now the default for prospecting projects.Excel view of a prospecting projectThree views are now available on projects:Project view switcher with three views
May 27, 2026
LinkedIn Chrome Extension + quality improvements

LinkedIn Chrome Extension available

Cobalt’s LinkedIn Chrome Extension is now available. From a LinkedIn profile, it enriches the email (work and personal) and phone number, then lets you add them straight to your CRM/ATS, to an existing project, or create a new project on the fly.To install it, go to your personal settings and click Install the Cobalt LinkedIn extension to get started: the extension installs and syncs with your app.Install the Cobalt LinkedIn extension from settings

Quality improvements

  • Improved quality of enrichment and tasks created from a meeting or phone call transcription.
  • Improved People Search Engine quality.
May 26, 2026
Resend the link to a candidate
You can now resend the link to a candidate even if it was already sent. Handy when the candidate can’t find the original email.Invitation sent dialog with the Resend email button
May 25, 2026
Automatic skills document creation

Skills document created when a candidate is created

By default for all organizations: if you have a default template, the skills document is now created automatically as soon as a candidate is created — saving time on every add.Setting to automatically create the skills document from the default template