We’ve completely redesigned the Org Chart to make managing stakeholders faster, clearer and more intuitive. Here’s your step-by-step guide to exploring everything that’s new and how to make the most of it!
Enjoy a Fresh New Look
Cleaner UI: Each stakeholder card has been redesigned for better readability.
Improved Search:
Click the search bar.
Type a stakeholder’s name, title, role or tag.
Matching cards will be highlighted while the rest fade out, making them easier to spot.
Tagging & Filtering: Add multiple tags to a stakeholder for better categorisation
Open a card → Click Tags → add as many tags as you need
Organise Your Chart with AI (Beta)
Use AI from Scratch: Click the AI Assist button and let it arrange a brand-new Org Chart based on
Improve an Existing Chart: Use the same button to refine your current layout.
The AI will automatically structure the chart for clarity using your existing connections and roles.
Note: AI features are available on Scale and Elite plans only
AI Org Chart is a setting to be enabled in AI Settings by trumpet admins
Choose Your Layout Style
Auto-Layout: Click Auto Layout to instantly tidy your chart into a clean, tree-like structure.
Manual Layout: Toggle Auto Layout off to drag and arrange stakeholders wherever you like.
Switch back to Auto Layout at any time to restore structure.
Use Smarter Connection Types
Direct Report: Solid line.
Non-direct / Advisory: Dashed line.
Horizontal + Vertical Linking: Connect roles across departments freely.
Need to undo? Use the Undo or Redo buttons at any time.
Track Stakeholder Engagement
Each stakeholder now has their individual engagement score
Click a stakeholder’s card to view:
Number of views
Comments received
Time spent in the pod
Your personal notes
Add their buyer role - this will push to the CRM.
This helps you spot your most engaged stakeholders at a glance!
Add Stakeholders in Seconds
Use the Form: Click Add Stakeholder and fill in the details manually.
Import from CRM: Pull in records directly from your connected CRM for instant population.
Our new Org Chart - more visual, more powerful and way easier to manage. Go ahead and try it out and let us know what you think!