What's New in AI

Recent changes to Monty, the AI Assistant inside MonetizeNow, and to the MonetizeNow MCP server. Newest changes are at the top.

October 30, 2026

Create an opportunity on an account, optionally with a Salesforce opportunity ID and a primary quote. (sales reps) See Using AI in Your Role.
Look up your legal entities, the companies you quote and bill as. (billing reps) See Using AI in Your Role.
When the AI finds or opens a record that has its own page in MonetizeNow, it now gives you a link to that page. (everyone) See Using AI in Your Role.

In MCP clients, the Update Opportunity tool is deprecated and will be removed in a future release. Manage Opportunity does the same updates and can also create opportunities. (everyone using the MCP server) See MCP Server.
In MCP clients, the tool that links to a newly created quote now shows a new name. (everyone using the MCP server) See MCP Server.
New quotes require e-signature only when your tenant has an active eSign provider configured. If you ask for e-signature when the AI can't confirm an active provider, it won't create or update the quote. Ask a tenant admin to check eSign under Settings > Integrations > eSign. (sales reps) See Using AI in Your Role.

Change a quote's owner, in any quote status. Other changes in the same request are applied first, so if the owner change is rejected, the AI tells you the other changes already went through. (sales reps) See Using AI in Your Role.

When you add an item to a quote and don't give a quantity, the AI now uses the minimum quantity on the rate instead of asking. It still asks if the rate has no minimum, except for usage-based products, which get 1. (sales reps) See Using AI in Your Role.
Listing saved reports now returns a page at a time and can be narrowed by a word in the report's name. (reporting users) See Using AI in Your Role.

A guide to what sales reps, billing reps, and reporting users can ask the AI, with prompts to copy. See Using AI in Your Role.

The MCP Server guide now lists every available tool by the name your AI client shows. (everyone using the MCP server) See MCP Server.

Set a quote's renewal terms when you create or edit it. (sales reps)
Add or remove an automatic price increase at renewal on an offering on a quote. (sales reps) See Using AI in Your Role.

When you ask Monty for the latest, newest, or highest records without saying how to sort them, it now asks which date or amount to sort by. (everyone using Monty) See AI Powered Insights.