New features and improvements to UserGems, newest first.
November 2026
Scoring: New setup experience
November 9, 2026
Scoring has a new setup experience. You no longer type point values from −100 to +100. Instead, you decide how important something is by dragging it into a tier, and UserGems handles the points behind the scenes.
📝 Your scores don't change. The math is the same, and every point value you set before was kept exactly. Only the way you manage it changed.
Rank by tier, not by points
- Drag fit factors, signals, and personas into a tier: Highest, Very High, High, Moderate, Low, or Disqualifies.
- Drag to reorder within a tier. Drop something between two others and it takes the average of their points, so you never do the math by hand.
A new home: Scoring Model
The ICP & Scoring tab is now Scoring Model in the left navigation, with three tabs in place of the four scoring groups:
- Ideal Customer Profiles: Company Similarity is now called fit factors, and lives inside each ICP. View them by importance or by type (tech stack, target market, industry, company size).
- Personas: Prospect Similarity is now driven by a single Importance setting on each persona, instead of individual attributes.
- Signals: Company Signals and Prospect Signals are now one tab with a Company / People toggle. Each sub-signal sits on its own line so you can place it in its own tier.
One signal model for many ICPs
Before, signal scores lived inside each ICP, so changing one signal meant changing it in every ICP. Now signals are scored in a signal scoring model you can assign to one ICP or many. Most teams only need Default scoring; create another model only when an ICP needs its own signal priorities, like Enterprise vs. SMB.
Map signals to buying stages by dragging
The Use in Buying Stages toggle is gone. On the Signals tab, switch to Buying Stages and drag each signal into its minimum buying stage.
Preview before you save
Edits are now held as pending changes instead of updating live. Click Show preview to see how your A–D distribution, buying stages, and top companies would change, then save or revert.
⭐ Prefer working in numbers? Ask your CSM to turn on Advanced scoring to see and edit the exact points next to every fit factor and signal.
For more information, see UserGems Scoring.
Research Agent: 2.0
November 9, 2026
Research Agent V2 replaces the original Research Agent in the Signals Library. Ask a question about your accounts in plain English and get structured, sourced answers you can filter audiences on, weight in your scoring model, and pull into Writing Agent messaging.
- Build it in the chat. Describe what you want and Gem-E turns it into a research brief, with the right questions and answer types (yes/no, date, number, or a list you define). You can still edit every field yourself.
- Run it on a schedule. Research each company once and pick up new companies automatically, or re-research weekly, monthly, quarterly, or annually.
- Research more than reports. Run a research on a report, an account type, or an audience.
- More sources. Research pulls from the web, your CRM activity, and call transcripts, plus other tools you connect to UserGems through MCP (Beta).
- Templates. Save a research that works and reuse it, then ask the chat to change one detail, like the city or industry.
- Export answers to CSV. Download each company's research answers in one file.
- See the cost first. Get a credit estimate before you start a full run.
- Automatic retries. Failed research runs retry on their own.
- Reuse a research across campaigns without duplicating it, so every campaign shares the same signals.
- Its own home. Find it under Research in the left navigation. You can also add a Research Agent step to a campaign to research accounts as they enter (Beta).
For more information, see Research Agent.
HubSpot Web Form Signal: Pick forms by name
November 4, 2026
Choose which HubSpot web forms count as a signal with a new contains condition. Any form whose name contains your text is included, including new forms you create later.
Contact & Account Imports: Usage warnings
November 3, 2026
You'll now see a warning before an import or list edit that would use a significant number of credits, so you know the cost before it runs.
October 2026
UserGems MCP: Set up UserGems from Claude or ChatGPT (Update)
October 29, 2026 (rolled out from September 21)
New MCP tools let admins handle more of their setup by prompt:
- Personas and ICPs: read, create, edit, clone, and audit them.
- Data in: upload account lists, add accounts and people from a Salesforce query, and manage your company and contact lists.
- CRM import and export: choose which CRM fields to import, and review or edit your CRM export mappings with a preview.
- Signals: list your signals, see the records behind them, and create or edit signals.
- Connect apps: see which apps are connected and start connecting a missing one.
Ad Audience Sync: Better match rates with CRM personal emails
October 15, 2026
Map personal email fields from your CRM, and UserGems sends valid ones to your ad platforms as an extra identifier to improve match rates.
Campaigns: Audience counts and credit estimates
October 9, 2026
Audience counts on the Campaigns page now load automatically, and activation warnings show the estimated credits a campaign will use.
UserGems MCP: Custom signals from Salesforce (Update)
October 1, 2026
You can now create custom signals in Claude or ChatGPT from a Salesforce query, and see the matching prospects right away. That means you can go from "find these people in my CRM" to a ready-to-run campaign in one conversation. This builds on the UserGems MCP launch from September 15.
- Custom signals from Salesforce queries. Describe who you want, and the MCP runs the query inside your CRM. Available for contacts, opportunities, and leads.
- See prospects immediately. After you create a custom signal, its prospects are ready to view, so you can build a campaign on them straight away.
For more information, see UserGems MCP — Getting Started.
Waterfall Enrichment: Find more emails and phone numbers
October 1, 2026
Find more emails and phone numbers. When UserGems can't find a contact's email or phone, it checks the other data providers you've turned on, one at a time, in the order you choose, and stops at the first match. Set it up once, and it runs on every email and phone number UserGems provides from then on.
- Go to Settings → Organization → Waterfall. There's one table for Email and one for Phone.
- Check Enabled next to each provider you want, drag rows to set the order, then click Save changes.
- For email, UserGems always searches first. For phone, Leadmagic is on by default.
- No workflow setup needed. Whenever UserGems provides an email or phone number, like when a workflow writes contact info to your CRM, it runs through your waterfall automatically.
- No separate provider subscriptions needed, and no additional cost. UserGems manages the providers.
💡 Be selective with email providers and more generous with phone. Emails found by other providers tend to bounce more, so keep an eye on your bounce rates.
For more information, see Waterfall Enrichment.
Funding Signal: Target by investor
October 1, 2026
Narrow the Funding signal to rounds from specific investors.
September 2026
HubSpot Email Campaign Signal: Pick campaigns by name
September 30, 2026
Choose HubSpot email campaigns with a new contains condition. Any campaign whose name contains your text is included automatically.
Chrome Extension: Loads data for any company or person
September 29, 2026
Look up any company in the extension by its name or domain and the Chrome Extension will load data for any company or person.
HubSpot: Website visits from known contacts
September 27, 2026
Website visits from contacts HubSpot has identified now count toward your Website Visitor signals.
Campaigns: Redesigned Campaigns page
September 25, 2026
The Campaigns page has a new layout. Nothing was removed; everything is reorganized so you can see what's running and what needs attention from one page, plus a few new ways to work with your campaigns.
- Set priority on the same page. Click the reorder button and drag campaigns into place to decide which campaign a prospect goes to when they qualify for more than one.
- Filter from the stats bar. Click Scheduled today, Scheduled this week, Queued, OK this week, or Needs Review to filter the list. Click it again to clear.
- Preview without opening a campaign. Hover a campaign and click the preview icon to see its audience, filters, and each branch's actions side by side.
- Group by type. Tag campaigns with a type, like Past Champions or Revive Closed Lost, then group the list by it. Create your own types any time.
- Expand for branch stats. Campaigns start collapsed. Expand one, or turn on Full details to expand them all, to see each branch's steps, schedule, and Done and Pending counts.
- Archived campaigns moved. Find them, along with Limits and Logs, in the gear menu at the top right.
For more information, see Managing Campaigns or watch the Campaigns page tour.
CRM Export: Account-level intent topics
September 24, 2026
Export account-level intent topics to your CRM.
Writing Agent: Manage messaging and content from the chat
September 23, 2026
The Gem-E chat used to only change your instructions. Now it's an agent that manages your content too. Tell it what you want in plain English, answer a few clarifying questions, and it makes the change, files it in the right place, and shows you the result. Everyone with Gem-E has moved to the new page automatically.
Add and update content from the chat
- Ask Gem-E to add, update, or delete case studies, links, value props, and other content. It asks what it needs, like which campaigns to use it in, when it should end, and who it's for, then builds it for you.
- Point it at a website, PDF, or .txt file and it pulls the content out for you, instead of you copying and pasting.
- Type / to start from a guided command, like /value prop or /New Instruction.
Review every change before it goes live
- Each change comes back as a card that shows exactly what was removed and added, with Preview draft, Instructions, Undo, and Publish.
- Preview a piece of content you just added. The message refreshes to use it.
- Toggle between Draft and Published to compare before and after.
- If a change affects your sequence length, or you haven't previewed enough prospects, Gem-E flags it before you publish.
- Drafts save automatically, and Undo rolls back both the instruction and the messaging change.
Preview any campaign or cohort without building an audience
- Pick a campaign in the preview and Gem-E applies that campaign's audience filters and instructions, so you see exactly what its prospects will get.
- Add any filter on the fly to preview a specific cohort. No more creating a test audience just to see examples.
A cleaner content library
- Search your content, and see at a glance how many campaigns use each item, along with its dates and filters.
- Inside a campaign, you can now turn any content on or off for just that campaign, including global content, without going back to the main page.
- History is easier to read, so you can see who changed what along the way. Your chats stay private; your changes are visible to your team.
📝 Sample Emails is now Email Templates. It no longer shapes the tone of all your messaging. Use it only when you want templated language with light personalization, like pre-event outreach.
For more information, see The Writing Agent or watch the getting started video.
Outreach: Gem-E fields in task notes
September 23, 2026
Use Gem-E's generated fields in the task notes of non-email Outreach steps, like calls and LinkedIn tasks.
UserGems MCP: Now available in Claude and ChatGPT
September 15, 2026
Use the UserGems Command Center from inside Claude or ChatGPT. Ask in plain English and UserGems does the work behind the scenes: finding accounts, ranking prospects, drafting messages, and building campaigns. Setup is a one-time connection that takes about a minute.
What reps can do
- Search accounts and prospects, and get the full account picture in one prompt: firmographics, buying stage, current signals, funding, and news.
- Pull an account's signal and score history, plus intel from past conversations and deals.
- Rank the best people to reach at an account, with why each one qualifies.
- Run research on any account, and have Gem-E draft a personalized email using your instructions and content library.
What admins can do
- Build a campaign from a guided playbook: past champions, competitor takedown, closed-lost revive, multi-thread, website visitors, job changes, or account list segment. Campaigns are saved as drafts you review.
- Create, edit, clone, pause, and archive campaigns, and configure actions like sequences, CRM writes, Slack alerts, ad audience sync, and webhooks.
- Build and inspect audiences, set sending caps, and manage and test Gem-E instructions and content.
Permissions and credits
- Everyone connects with their own UserGems login and gets their own permissions. Nothing can be permanently deleted or activated through the MCP.
- MCP requests use credits from your existing pool. Admins can set a weekly limit per user on the Credit Usage page.
⭐ The MCP is included on Advanced plans and up. Your CSM turns on access.
For more information, see Getting Started, the MCP FAQ, Claude setup, or the Prompt Library.
Credit Usage: New Credit Usage page
September 15, 2026
For customers on credit-based plans, the new Credit Usage page shows how your plan's credits are being used this contract period: how many you've used, what's using them, and who. Click your profile in the top right, then select Credit Usage.
- Summary: percent of plan credits used, used vs. allocated, contract term, add-ons, active users, and your CSM.
- Usage over time: a cumulative chart of credits used to date, with a projection for the rest of your contract and a line at your plan limit, so you can spot the month you'd cross it.
- Where your credits went: a split between data actions (tracking, syncing, and cleaning records) and AI actions (Gem-E messages, Research Agent, Ask Gem-E, and MCP), plus a by-source table of actions and credits.
- Credits per user: Ask Gem-E and MCP usage by person over the last 7 days, 30 days, or full term. Admins can see each user's weekly MCP limit and how close they are to it.
For more information, see Credit Usage Page or watch the Credit Usage tutorial.