> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deepvista.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Version 0.8.2

> Set up a workbench from a template, keep raw customer context in Notes, repeat proven work with workflows, and track results in the Database.

September 30, 2026

#### **1. Create a workbench for each initiative**

A workbench gives each initiative one home for its context, workflows, and results. Start from a template like **Lead Research & Outreach**, or choose **Skip for now** for a blank canvas.

![Creating a new workbench from a template or a blank canvas](https://mintcdn.com/deepvistainc/_nIQwCDo_Eb5CoRS/images/release-0-8-2-create-workbench.gif?s=26ef02429e635f954501f6774bdf3f43)

Try it by clicking **Create New Workbench** on your workbench page and picking a template or **Skip for now**.

#### **2. Drop raw context into Notes**

Paste in discovery takeaways, interview quotes, objections, and rough thoughts as they are. Your agent searches Notes on its own to find real decision-makers and draft emails that quote actual customer problems.

![Pasting raw call takeaways into the Notes tab of a workbench](https://mintcdn.com/deepvistainc/_nIQwCDo_Eb5CoRS/images/release-0-8-2-notes-context.gif?s=b76a08694ad31cb659ee7087014b4a44)

Try it by pasting call takeaways or user feedback into the **Notes** tab of your workbench.

#### **3. Run or create a workflow to repeat verified work**

Refine your lead criteria and email drafts with your agent first. Once you find the angle that gets replies, turn it into a workflow and repeat it.

![Running a workflow and adding a new one in a workbench](https://mintcdn.com/deepvistainc/_nIQwCDo_Eb5CoRS/images/release-0-8-2-run-workflow.gif?s=6257665413e6995f7e317213e3892e66)

Try it by running a workflow in your workbench, or click **Add workflow** to automate steps that already work.

#### **4. Track results in the Database**

The Database records verified leads, email statuses, and booked meetings as your agent finishes tasks, so you can check results in one place.

![Opening the Database tab to review leads, outreach stages, and booked calls](https://mintcdn.com/deepvistainc/_nIQwCDo_Eb5CoRS/images/release-0-8-2-database-results.gif?s=09c4ea9cdadbafcf09e8478b159768f9)

Try it by opening the **Database** tab to inspect leads, review outreach stages, and track booked calls.


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