What's New
Note: Full release information is available in the Altify 9.18 Release Notes. For help with installing, localizing or upgrading to Altify 9.18, see PDF Installation and Upgrade Guides.
Enhancements are delivered in the following areas:
Opportunity Manager
Opportunity Manager Plan access for partner portal users
Partner users such as third party consultants or salespeople can now easily access opportunity
For set up information, see Opportunity Manager Access for Partner Users.
Altify MCP Servers
For the latest Altify MCP Server release information, see the Altify MCP v0.1.5 Release Notes.
AI Assistance
AI assistance can be accessed via Claude, ChatGPT or Copilot by connecting your org with Altify's MCP Servers.
In the example shown below, Claude is providing guidance regarding an opportunity relationship map.
Currently AI assistance is available in the following areas of Altify:
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Opportunity Manager - for more information, see AI Prompt Library for Opportunity Manager .
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Account Planning - for more information, see AI Prompt Library for Account Planning .
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Sales Process Manager - for more information, see AI Prompt Library for Sales Process Manager .
For assistance with installing and configuring the Altify MCP Server package in your org, see Altify's MCP Servers.
Methodology-Aware Agent Behavior
All Altify MCP tools now adapt their outputs to reflect the sales methodology configured for the organization. This means that if an organization uses MEDDIC, their own modified version of Altify methodology, or an entirely homegrown framework with custom terminology, the agent will reflect that in its responses.
For guidance on setting this up, see Methodology Customization for Altify MCP in the Administration section.