Product Releases
Revenue.io Product Updates: October 2026
Automatic Participant Linking for Meeting Assistant Video Meetings When you schedule a meeting, Revenue now reads your calendar invite before the call begins and pre-matches every invited participant to their Salesforce record by email - in the background, before anyone joins. This means that when participants join the meeting, Revenue already knows who to expect and can match them with much higher confidence. For example, if two contacts named “John Smith” exist across different accounts in Salesforce, Revenue now knows exactly which one was invited, eliminating the guesswork.
October 22, 2026
Revenue.io Product Updates: September 2026
Revenue AI Conversation Agents — Field Mapping updates Field mapping for Conversation Agents has been updated with smarter write behavior and a new rule type. Extracted insights are now written to Salesforce using a two-pass process: the full output is always stored in Revenue, and a Salesforce-optimized version sized to fit your field’s character limit is written to the mapped field. A new Append — Running Summary rule type synthesizes all previous extractions with each new one into a single continuously updated summary, so your field never fills up and stops updating.
September 9, 2026
Revenue.io Product Updates: August 2026
Revenue app Meeting Assistant - Recording Announcement replay settings Admins can now configure how often the recording announcement replays in Meeting Assistant settings . Learn more about Meeting Assistant Recording Announcements Meeting Assistant recording announcement settings in Admin
August 17, 2026
Guided Selling Summer 2026 Release (V13)
Guided Selling v13 expands automation with Automatic SMS, working-day-aware sequence timing, a redesigned Participant Overview, email engagement tracking, and new tools for organizing and managing growing sequence libraries.
August 14, 2026
Revenue.io Product Updates: July 2026
Revenue app Mobile web access We’ve rolled out more pages within the Revenue app that can be viewed on mobile web - allowing you to do more while on the go. You can now accesss the following on a mobile device: Libraries Saved Searches Moments (creation and templates) Scorecards list Opportunities Accounts Conversation Agents Revenue app nav menu on mobile web
July 27, 2026
Revenue.io Product Updates: June 2026
Out-of-the-box Conversation Agents automatically extract structured insights from your conversations without manual review.
June 8, 2026
Revenue.io Product Updates: May 2026
We’re shipping several improvements designed to make your workflow faster and more flexible. From mobile-friendly conversation records and dialer reliability to smarter opportunity linking and tighter integrations, this release focuses on getting you to insights quicker. Conversation AI
May 15, 2026
Revenue.io Product Updates: April 2026
We’re excited to share several new updates designed to help your team better understand customer engagement, access key contact information faster, and uncover insights that improve sales performance.
April 1, 2026
Revenue.io Product Updates: March 10th 2026
This month’s updates help you analyze scorecard performance with more granular filters so you can focus feedback where it matters.
March 10, 2026
Revenue.io Product Updates: January 29th 2026
These updates add self-service scorecards, richer analytics filters, clearer impact reporting, faster ways to find conversations, and more control over meeting recordings and report time zones.
January 29, 2026