---
title: November & December 2025 Launch Notes
description: Explore new updates to the Halda platform from November and December of 2025.
---

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January 12, 2026

# November & December 2025 Launch Notes

## Dive into the highlights below to see what’s new.

### Faster, fresher data, every 10 minutes

Waiting a full day for updated metrics? Hard pass.

We moved key platform data processing from **once a day to every 10 minutes**, so what you see is much closer to what’s happening *right now*.

**You’ll notice fresher stats in:**

- Homepage summary metrics
- Student Records → event activity
- Value awareness emails
- AI email metrics (Page Views + Hub Engagements)

TL;DR: better visibility, fewer “Is this up to date?” moments.

---

### The AI Knowledge Base & Training  just raised the bar

1. AI Training

- You now have a one stop shop for training your AI. See past audits start new audits
- Review feedback given in AI SEO
- Upload a list of questions for a custom audit

Translation: Better AI responses  and audits that reflect your reality

1. Topic Instructions didn’t just change, they got smarter *and* easier to use.

- Search bar (because scrolling is not a strategy)
- Deeper analytics
- New topic card design that’s easier to scan and manage

---

### Segment-aware audits

Audits can now be **split by segment** inside the AI Knowledge Base.

That means:

- Grad answers aren’t influenced by undergrad logic
- Transfer questions stay in their lane
- More accurate previews of how AI responds per segment

---

### Custom Lead Recommendations

Lead Recommendations are no longer one-size-fits-all.

Partners can now add a **custom prompt in the Lead Recommendation Field**  to control what the AI includes in the summary.

![](https://info.halda.ai/hs-fs/hubfs/undefined-Jan-12-2026-10-11-40-9362-PM.png?width=670&height=587&name=undefined-Jan-12-2026-10-11-40-9362-PM.png)

Examples:

- Remove visited pages
- Force paragraph format instead of bullet lists
- Always include state or country

---

### AI Search document upload (Beta)

You can now upload *documents* into the Knowledge Base and have **AI Search use them to answer questions**.

- Works with uploaded files
- Controlled via feature flag (*ask your account manager about this feature*)
- Rolling out intentionally to ensure performance stays sharp

![](https://info.halda.ai/hs-fs/hubfs/undefined-Jan-12-2026-10-11-40-4427-PM.png?width=670&height=239&name=undefined-Jan-12-2026-10-11-40-4427-PM.png)

---

### Expanded AI SEO reporting

AI SEO now reports on **AI searches across Web Chat, Phone, and SMS**.

What’s new:

- Filter reporting by channel
- All AI searches now included in AI SEO
- Full conversations still live where they belong (Phone & SMS pages)
  
  ![](https://info.halda.ai/hs-fs/hubfs/undefined-Jan-12-2026-10-11-40-2178-PM.png?width=264&height=266&name=undefined-Jan-12-2026-10-11-40-2178-PM.png)

---

### Smarter forms and cleaner embeds

Forms got quieter in a good way.

New updates include:

- Option to remove billboards on embedded forms
- Transparent widget background (auto-matches your site styling)
- New **segment routing logic** based on form responses or form type 
    - If a student fills out an undergraduate form or indicates they are an undergraduate, you can automatically assign them to the undergraduate segment.

Segments now tie directly into integrations, so:

- Grad leads go to the grad CRM instance
- Undergrad leads go where they should

---

### Data directories are now downloadable

 

Manually configuring data directories is officially retired.

You can now **download a data directory directly from a form variant** using the three-dot menu.

---

### SFTP file naming

Some CRMs require the **same file name every time** to process data correctly.

Now you can customize file names for SFTP integrations to match those requirements.

Small change. Massive headache avoided.

![](https://info.halda.ai/hs-fs/hubfs/undefined-Jan-12-2026-10-11-40-6941-PM.png?width=670&height=80&name=undefined-Jan-12-2026-10-11-40-6941-PM.png)

---

### Comeback Emails: precision unlocked

AISR Comeback Emails are now fully configurable.

You can control:

- CRM instance (yes, even multiple!)
- Segment
- Stage
- Messaging

Plus, we improved prompt controls:

- Choose Halda CTAs *or* custom CTAs
- Removed clunky prompt boxes
- More predictable, consistent email output

---

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