Scratchpad Unveils Comprehensive Free Plan with AI Field Updates, Custom Prompts, and Deal & Account Agent for Enhanced User Experience
What changed
AI Field Updates added to all paid plans - AI automatically updates Salesforce fields from customer interactions
Agent Services renamed to Services with simplified branding
Deal & Account Agent added to all paid plans - Like ChatGPT for every deal, account, and contact with full history and context
AI Workspace renamed to Interface & Workspace with expanded description
Prompt Evaluator renamed to Prompt Insights
AI Credits presentation restructured to show both yearly and monthly allocations for transparency: Solo displays '4,800 credits / user / year' (400/month), Team displays '9,600 credits / user / year' (800/month)
Hygiene System renamed to Hygiene Monitor with expanded description
Prompt Manager renamed to Custom Prompts
Free plan restructured with new features: Interface & Workspace, Call Recorder and Notetaker (10 hours/month), AI Field Updates, Custom Prompts, Deal & Account Agent, 100 AI credits per user/month, and Integrations
Before and after
Oct 5, 2025 vs Jan 2, 2026AI Field Updates added to all paid plans - AI automatically updates Salesforce fields from customer interactions
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See the before/after screenshots and every marked-up change.
More from Scratchpad
Full history →- Q3 2025·improvedScratchpad Introduces AI Workspace Feature to Free Plan, Enhancing User Experience and Accessibility
- Q2 2025·packagingScratchpad Increases Team Plan Price by 26% to $49/user/mo, Renames Business Plan to Team and Introduces New Features Across All Plans
- Q1 2025·packagingScratchpad Introduces Flexible Pay-As-You-Go Pricing for AI CRM Updates at $0.30 per Accepted Update
- Q4 2024·packagingScratchpad Enhances AI CRM Add-on: New Focus on Revenue with Updated Description and 'See How It Works' Link
- Q3 2024·packagingScratchpad Business Plan Price Slashed by 51% to $39/user/month, Enhancing Value for Users
