Voyager 2 is a credit-based chargeable add-on for all Tiers. All customers are assigned a bank of free credits (the quantity depends on your Tier) and additional credits are billed once the free credits have been used.
Overview
Voyager 2 AI now builds and maintains organizational charts directly on the Account record. The new Org Chart view proposes the company's leadership structure, matches it against existing Contacts, suggests new people to add, and lets users review and apply changes in a single guided flow.
Update Org Chart suggestion
On every Account record where the AI Record Assistant and AI Relationship Charts Agent are enabled, Voyager AI performs a Quick Check when the Record Detail Widget loads. The Quick Check requires that Record Detail Widget and Org Charts are enabled in Interface settings for the selected Account Type. When the Quick Check determines that changes to the existing Org Chart are needed, a new enrichment suggestion Update Org Chart appears on the Detail Tab. Clicking the suggestion navigates the user directly to the Org Chart.
Update Org Chart banner
When the user opens the Org Chart and a Quick Check has not yet run, it is performed at that point. If a Quick Check was already performed while the widget was loading, the previous result is reused. If the Quick Check determines that updates are needed, an Update Org Chart banner is displayed above the chart. When the Quick Check runs from this screen, an AI Credits info icon appears to show that credits were consumed.
The Update Org Chart banner offers an Analyze action that performs a deep analysis of the current Org Chart. When the analysis completes, the Org Chart switches into Preview mode.
Preview mode
Preview mode displays the proposed company structure with two possible actions, depending on the contents of the proposed structure.
Create Records — available when at least one proposed person does not yet exist as a Contact. Clicking opens the create-records dialog.
Apply Changes — available when every proposed person already exists in the database. Applies the new structure, reloads the Org Chart, and exits Preview mode.
Hide Changes — switches the view back to Normal mode. The proposed structure is cached until the record is reloaded or changed, and a Show Changes action returns the user to Preview mode with the cached proposal.
The AI Credits icon in this mode shows the credits spent on the analysis.
The chart shows the proposed organizational structure for the selected company, built from a mix of existing Contacts and AI-suggested new people. Existing records include the selected Account's root record, Contacts already linked in the company structure, and Contacts not currently linked. New records are people who do not yet exist in the database suggested by Voyager AI . They are represented as Ghost Contacts — temporary records that are not saved to the database and are not accessible elsewhere in the application until the user explicitly creates them.
Contacts in the proposed Org Chart structure are tagged with the following legends
No Tag — existing Contacts whose position in the Org Chart is unchanged.
Updated — existing Contacts whose position in the Org Chart has been changed by the proposal.
Added — existing Contacts that were not previously in the Org Chart and are now being added.
New — newly proposed people who do not yet exist in the database (Ghost Contacts).
Existing Contacts use the standard contact card, with two actions removed in this view: the action that lists opportunities the person participated in, and the action that lists interactions with the contact. Ghost Contacts use a dedicated card that supports all existing Ghost Contact functionality.
Create Records dialog
Clicking Create Records opens a dialog modeled on the Contact Import accept step, listing every proposed Ghost Contact from the analysis.
Accept Selected creates the selected Contact records.
Reject Selected removes them from the list view.
The dialog shows the total number of valid and invalid records, and provides a filter with two options: Show Valid and Show Invalid. Available columns and the default column set match the Contact Import screen. Contact Type defaults to the type of the currently opened Contact. Selecting a single record opens a side panel with the record form for that Contact Type. The user can Accept or Reject the record individually.
When one or more records are being accepted, the system checks for duplicates. Duplicate handling works the same way as in the Import functionality.
Applying Changes
Apply Changes links all existing Contact records to the Account according to the proposed structure. From the Create Records dialog, Apply Changes performs the same action, closes the dialog, and reloads the Org Chart. If Apply Changes is triggered while some proposed Contacts have not yet been accepted, a confirmation dialog is shown so the user can decide how to proceed. Cancel in the Create Records dialog returns the user to Preview mode without applying anything.
Faster Org Chart loading
The Org Chart tab now loads the chart and the Missing Contacts list independently, so users see the chart sooner instead of waiting for both areas to finish in sequence.