Revenue.io Knowledge Center – Product Releases

Revenue.io Product Updates: April 2026

Wed, 01 Apr 2026 00:00:00 +0000

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.

Opportunity Won/Loss dashboard

The Opportunity Won/Loss dashboard helps sales leaders see which sales behaviors drive results. By comparing engagement patterns across won and lost opportunities, teams can identify the activities that correlate with higher win rates.

Explore visual analyses of opportunity engagement, including activity frequency, activity types, and contact engagement. You also get AI-generated insights that highlight patterns between sales activities and deal outcomes so you can refine your sales process and coach your team.

Learn more about the Opportunity Won/Loss dashboard

More flexible conversation filters

Conversation filtering is improved so you can find the meetings that matter. You can filter conversations where a specific user or team is the Host, a Participant, or either Host or Participant of a meeting.

This update makes it simpler to analyze conversations across your team, review participation in meetings, and locate the interactions you need without relying on multiple filters or workarounds.

Learn how to search and filter conversations

Contact pages

There is a new contact page experience that brings your Salesforce contact data into one organized view. You can browse and manage your full Salesforce contact list inside Revenue.io so you see conversation timelines, related opportunities, and other key records without switching tools.

Learn more about contact list view and contact detail pages

Account contact list

We released a Contacts tab on account record pages so you can view and access all contacts associated with an account.

Learn more about account list view and account detail pages

Meeting Assistant: continue recording when host leaves meeting

We updated the Allow Recording when host is not present setting so that when it is enabled and the host leaves before the meeting is complete, Meeting Assistant continues recording and ingests the full meeting into Conversation AI.

Learn more about Meeting Assistant settings

In case you missed it: updated Scorecard report filters

New filtering options make Scorecard reporting easier to navigate and more actionable. They help you narrow which conversations contribute to scorecards so you can analyze performance more effectively.

With the new filters, you can:

Filter by Date Range to customize reporting periods
Filter by Dispositions & Outcomes to focus on specific conversation results
Set conversation duration thresholds from 0 to 120 minutes
Filter by Call Direction to analyze inbound, outbound, or all phone calls

Learn more about Generative Scorecards

Revenue.io Product Updates: March 10th 2026

Tue, 10 Mar 2026 00:00:00 +0000

This month’s updates help you analyze scorecard performance with more granular filters so you can focus feedback where it matters.

Additional scorecard analytics filters

Scorecard Analytics can now be filtered by disposition, duration, disposition outcome, and call direction, so you can analyze scorecards at a finer level for more meaningful feedback.

Learn more about Generative Scorecards

Revenue.io Product Updates: January 29th 2026

Thu, 29 Jan 2026 00:00:00 +0000

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.

Personal scorecards for agents

Agents can create personal scorecards for themselves so they can focus on self-identified improvement areas, independent of supervisor-created scorecards.

Learn more about Generative Scorecards

Multi-select filters in X-Ray

You can filter by multiple teams or users in X-Ray, making it easier to compare groups in one view.

Learn more about X-Ray

Revenue Impact dashboard

We’ve made enhancements to the Revenue Impact Dashboard so it is easier to analyze the realized value of using Revenue AI across your team and company with custom configurations.

Learn more about the Revenue Impact Dashboard

Search conversations by meeting title

You can search for text in the meeting title, transcript, or summary to find the conversations you need more quickly.

Learn how to search and filter conversations

Allow recording when host is not present

A new admin setting allows a meeting to be recorded even when the host is not present, if you use the Meeting Assistant. That helps when the host cannot attend but you still want the meeting captured and available to review afterward.

Account admins can enable it in Meeting Assistant settings.

Learn more about the Meeting Assistant

Time zone filter on reports

A time zone filter is available on reports so you can view them in your local time zone or UTC. It is available on the following reports:

Learn more about reports and dashboards

Revenue.io Product Updates: December 11th 2025

Thu, 11 Dec 2025 00:00:00 +0000

These updates include a refreshed admin experience, RingDNA reports in Insights, tighter scorecard visibility, richer X-Ray summaries, expanded scorecard targeting, and role-based Moments™ notifications.

New admin navigation

The admin left-hand navigation is aligned with the Revenue app for a consistent experience.

RingDNA reports moved to Insights

Reports that previously appeared in admin under RingDNA Reports are now in the Revenue app under Insights, so you can open reporting and insights in one place.

Learn more about reports and dashboards

Scorecard visibility

Scorecards on conversations are visible only to the conversation host, their supervisor, admins, and support users.

Learn more about Generative Scorecards

X-Ray summaries

In the X-Ray report, an AI-generated summary highlights outcomes and differences between top and bottom performers.

Learn more about X-Ray

New scorecard targeting

Additional targeting options are available for scorecards:

Specific dispositions
Specific events
Specific cases
Specific campaigns
Specific individuals (contacts, leads, or accounts)
Specific teams
Individual users
Excluding individual users

Supervisors can also create scorecards for teams they manage.

Learn more about Generative Scorecards

Role-based Moments™ targeting

Moments™ notifications can be targeted to specific roles so relevant notifications reach the right team members.

Learn more about managing Moments™ notifications

Guided Selling Winter 2026 Release (V12)

Wed, 19 Nov 2025 00:00:00 +0000

Guided Selling v12 builds on the just-in-time foundation from v11 with clearer work visibility in Engage, more flexible scheduling, new Quick Action types and APIs, and a simplified sequence action model that removes the Action object.

For a visual walkthrough, see this interactive demo.

Upcoming Actions on Engage

Engage adds four tabs—Due Now, Upcoming Today, Scheduled, and Pending—so reps can see what to run now, what is coming later today or beyond, and what is still blocked, without leaving Engage. Tab counts update live, filters apply across tabs, and Dial Next stays limited to Due Now.

Read the full release notes

Reschedule to any date

Reps can reschedule any action to the current time or a future date, including earlier than the previous due date, with validation that prevents past times. The reschedule modal defaults to the current date and time to make pulling work forward easier.

Read the full release notes

Track action rescheduling

Participant actions now store Original Due Date, Last Rescheduled Date, and Last Rescheduled By so admins and RevOps can analyze deferral patterns and workload. Values are set from the UI, bulk updates, or API and are available for reporting.

Read the full release notes

Email and SMS Quick Actions

Quick Actions support Email and SMS in addition to Call and Task, consistent with sequence actions. Email can use templates or free text; SMS follows the same permissions and validation as sequence-based SMS.

Read the full release notes

Create Quick Actions API

A public Apex method and Flow-compatible action lets admins and developers create Quick Actions from automation, with inputs such as ownerId, dueDate, participantId, actionType, and optional task configuration.

Read the full release notes

Skip or Perform Actions API

New methods let automation skip or mark as performed a participant action so participants can advance programmatically—useful for integrated systems and form-based workflows.

Read the full release notes

Simplified sequence action model

The Action object is removed; sequence actions are self-contained in one model. Sequence Builder consolidates templates, activation type, and naming, and a Templates section helps admins manage reusable email content across sequences.

Read the full release notes

Technical enhancements

Visualforce in Lightning allows Guided Selling modules on modern Dynamic Forms layouts.

Read the full release notes

Upgrade from v11 or earlier

Upgrading requires specific package versions, batch jobs, deprecated tab cleanup, and field or object deletion. Follow the step-by-step checklist in the full release notes (about 45 minutes for a system admin with a Guided Selling license).

Guided Selling Winter 2026 (v12) — full release notes and implementation steps

Revenue.io Product Updates: November 18th 2025

Tue, 18 Nov 2025 00:00:00 +0000

November updates raise the minimum bar for generative AI on conversations and streamline Zoom recording when auto record is enabled.

Updated conversation thresholds for AI features

Generative AI features such as scorecards, conversation summaries, follow-up emails, and coaching feedback run only when a conversation is at least 4 minutes long and includes at least 100 spoken words, so outputs focus on substantive conversations. For background, see Revenue AI and Conversation AI.

Bypass recording prompt for Zoom meetings

When auto record is enabled, the Meeting Assistant for Zoom no longer requires an extra host approval step before recording starts, consistent with other meeting providers.

Learn more about using the Meeting Assistant with Zoom

Revenue.io Product Updates: October 30th 2025

Thu, 30 Oct 2025 00:00:00 +0000

October updates shorten the minimum conversation length for highlights, add bulk user and license management for admins, and support compliance announcements in conversations.

Minimum conversation duration for highlights

If you have a Conversation AI license, you can create highlights on conversations that are at least 5 seconds long.

Learn more about creating, playing, and sharing conversation highlights

Bulk user and license management

Admins can manage users and licenses in bulk so you can control which users in your Salesforce org have access, permissions, and settings more efficiently.

Learn more about adding and managing Revenue.io users

Compliance announcements

Compliance announcements can be created and played in conversations so you can meet regulatory requirements.

Learn more about managing compliance announcements

Guided Selling Summer Release (V11)

Fri, 13 Jun 2025 00:00:00 +0000

Guided Selling just got easier and smarter. Version 11 delivers on‑the‑fly flexibility, lighter data footprints, and faster, more focused workflows — helping your team move faster, stay organized, and focus on what matters most.

What this means for you:

Adapt in real time – Insert or remove steps in live sequences without disrupting reps.
Act in the moment – Reps can create Quick Actions—one‑off Calls or Tasks—for any lead or contact, whether they’re in a sequence or not.
See only what matters – Just‑in‑Time Action Creation eliminates clutter and accelerates load times.
Trust your data – Activities automatically tie back to the opportunity or campaign that triggered them, giving you cleaner attribution.

Feature Highlights

Just-in-Time Action Creation – Boosts performance and reliability by removing unnecessary records.
More Precise Due Dates – Manual actions appear in Engage in near real time (on page refresh).
Email AI Assistant (Revenue AI) – Drafts and refines personalized emails in seconds—powered by Revenue AI. Admin‑controlled enablement lets you decide when to activate AI for your team.
Quick Actions – These ad hoc actions show up in Engage and help reps follow up in the moment, without needing to add a task or reminder outside of Guided Selling.
Expanded Merge Fields – Personalize emails with data from Opportunities, Accounts, and any object related to your participants through standard or custom relationships.
Improved Activity Association to Opportunities and Campaigns – Engagement that is easier to trace back to revenue.
Mid-Sequence Edits – Adjust live sequences by inserting or removing steps to keep reps on track and adapt sequences to new strategies and updates.

Revenue.io Product Updates: May 15th 2024

Wed, 15 May 2024 00:00:00 +0000

We are excited to introduce new features and updates across the Revenue Platform. Please take a look at each section below for an overview of each enhancement.

RingDNA Communication Hub

Support for MMS files in SMS Templates

We have expanded the support for MMS in the Communication Hub to SMS Templates. This ensures that the right files are used by sellers in the following scenarios:

When adding an individual SMS Template to a SMS conversation
When admins have associated a SMS template with a Guided Selling Message action.

See the following articles for additional details:

Administration Console

Missed Ring Rates report update

The Missed Ring Rates report shows all missed rings, irrespective of the user’s Status at the time of the missed ring. To allow you to identify only the rings that were missed by users in a specific Status, we have added a “User Status at time of missed ring” filter to the report. This allows you to (for example) filter the report by only agents who were in an “Available” status at the time of missed rings.

Revenue Application

Improved Moments™ Experience

We have removed the 255 character limitation on the Notes field in the Moments™ application.

Revenue.io Product Updates: April 30th 2024

Tue, 30 Apr 2024 00:00:00 +0000

Blossoming Opportunities with Revenue.io 🌸

As the season changes, so do our efforts to continuously improve the tools you rely on! This Spring, we’re excited to bring you a series of updates that are designed to enhance your interactions and streamline your processes.

Read on to discover the latest enhancements to our product suite and how they can help you achieve even more this spring, and beyond!

Product Enhancements

Here’s a roundup of our latest Product Updates! Introducing…

Share information faster and shorten your deal cycles

You can now send images, documents, and multimedia content via SMS message directly through the RingDNA Communications Hub.

IMPACT: This addition enriches your interactions, allowing you to communicate more dynamically with leads and contacts.

This is especially useful for any go-to-market team members – Imagine being able to effortlessly send relevant pictures or documents to your prospects…Now you can!

Check it out here >

Support conversations and drive positive deal outcomes

Our latest upgrade to Moments™ scenarios is now expanded to include the integration of case, event, and text fields from Salesforce.

IMPACT: This upgrade means coaching can be more precise and timely, directly reflecting the specifics of each conversation.

A game changer for support leaders and account executives who need to ensure their teams are capturing essential information to accelerate case resolutions and advance deals.

Learn more here >

Enhance the impact of your engagement strategies

We’ve refined the logic for re-entering sequences in Guided Selling, making it possible for users to re-enter the same sequence multiple times—ideal for activities like renewals or upselling.

IMPACT: This update minimizes the need for multiple sequences and manual adjustments, allowing you to be much more flexible and efficient in managing customer engagements.

This enhancement is ideal for revenue operations leaders looking to streamline operations and enhance the impact of their strategies.
Revenue.io users will be able to glean insights from repeat engagements to help refine future strategies.

Revenue.io Product Updates: March 12th 2024

Tue, 12 Mar 2024 00:00:00 +0000

We are excited to introduce new features and updates across the Revenue Platform. Please take a look at each section below for an overview of each enhancement with links to related how-to and knowledge articles.

Conversation Highlights

What’s New?
Conversation AI users can now manually clip notable segments of recorded conversations, saved to and playable from any conversation page.

Why Was This Built?
The goal of creating, sharing, and reviewing key moments as clips is to provide a greater level of control in sharing selections of key moments on calls with internal and external partners, as well as greatly decrease the time spent in identifying and listening to specific key moments on calls for reviewers and clip recipients.

How Does It Work?

From a conversation, users enter a dedicated clipping mode where they can define the start and end points of their highlight.
Users can also search the transcript, pinpointing the exact moment to clip. Users then provide a title and save the highlight.
At present, users can only play highlights back from within the same conversation, through a dedicated carousel at the top of the page.

Learn more about Conversation Highlights.

Notification Completion Phrases

Notification completion phrases are words or phrases that can be added to a piece of Moments™ content. When added, if a user speaks any of the phrases included a notification will automatically be marked as completed. These completion phrases can be used to automatically mark a notification as done that is based on a phrase included or a phrase that does not include criteria.

The power of Notification Completion phrases is not just saving time and energy for your reps but also providing insight into who is using the guidance provided in each Notification.

Learn more about Notification Completion Phrases when creating Moments™ notification content and viewing insights within our Interactions Report.

Contact and Lead Lists

Currently, accessing Salesforce Contact/Lead Lists requires toggling between RingDNA and Salesforce, disrupting workflow and efficiency. Reps often need to reference this information throughout the day and a seamless integration enhances user experience, especially for mobile agents, by eliminating clunky transitions.

Introducing “Lists” within RingDNA, bringing Salesforce Lists directly to the Communication Hub. With lists, we have improved the user experience and workflow efficiency aligns with our goal of enhancing productivity and driving sales effectiveness.

Learn more about Contact and Lead Lists.

Supervisor Whisper

Traditional call monitoring methods can be intrusive and disruptive to both agents and callers, impacting the quality of customer interactions. At the same time maintaining a high level of customer service is crucial for customer satisfaction and retention, which directly impacts business success.

We have introduced a new Supervisor Whisper feature to provide Supervisors with a seamless and non-intrusive way to monitor calls and provide support to Agents. By enhancing call monitoring capabilities, we aim to improve team performance, drive customer satisfaction, and ultimately support Revenue’s mission of delivering exceptional customer experiences.

Learn more about Supervisor Whisper.

Additional Functionality

In addition to the value listed above, we have also shipped the following items:

Revenue Application

Support for allowing users to designate if they want to analyze internal Microsoft Teams meetings via Conversation AI.
Improvement to conversation page load times
Enhancements to Moments™ conversation etiquette notifications
Additional general bug fixes

Communications Hub

Support for warm transferring calls to unknown numbers
Updated formatting of currency fields to ensure values are properly displayed in currency format
Display Conversation Summary within the activity feed of a contact
A fix for duplicate SMS activities
Additional general bug fixes.

Revenue.io Product Updates: January 8th 2024

Mon, 08 Jan 2024 00:00:00 +0000

Moments X-Ray Report

What’s New?

A new Moments™ report now exists within X-Ray to provide insight into revenue generation and real-time coaching.

Why Was This Built?

To show the ROI of Moments™, we built this new report to show the correlation between revenue generation and the real-time coaching that is supporting each rep.

How Does It Work?

Users with access to X-Ray can now see a new Moments™ navigation item. Once selected they will see a new report that highlights the revenue generated, notification, and checklist insights that correspond to each member of their team.

This data can be used to gain insight into the reps that are not performing and also not using the training and content that is being provided to them via Moments. Inversely, you can see how checklist adherence and notifications relate to your top rep’s performance.

View our X-ray overview for more details. Please note that X-Ray requires the enablement of Revenue Enhanced Analytics.

Additional Functionality

Revenue Intelligence

We have deprecated multi-select filters from X-Ray reports to increase performance.

Administration

A new “Missed Rings” report is added to the “Missed Ring Rates” dashboard in the Admin Console. This report helps answer the question of why calls were missed. In the report, each missed call is listed and the “Status at time of missed ring” column details the status of an Agent at the time of the missed call (e.g. Busy, Offline, etc.).

Revenue.io Product Updates: December 19th 2023

Tue, 19 Dec 2023 00:00:00 +0000

We are excited to introduce a series of new features and updates across the Revenue Platform. See each section below for an overview of each enhancement with links to related how-to and knowledge articles.

X-Ray Summary Insights

What’s New?
- We have created a new summary tab on X-Ray that highlights the top, middle, and bottom performer statistics across activities, behaviors, and coaching.
Why Was This Built?
- We needed to provide the ability to give a Sales Manager a view into the variance of performance across their team to know where to dig deeper when reviewing performance statistics.
How Does It Work?
- When a user selects the X-Ray tab they will now land by default on a new Summary tab. They will be able to see three reports with the top, middle, and bottom performers across each report. The top performers are the top 20% of users based on closed revenue, the bottom represent the bottom 20% and the middle being calculated by the middle 60%.

Additional Features

Revenue Intelligence
- Admins now have the ability to designate if they want to add a recording URL reference to our generative AI-based Follow-Up Emails
- Updated Moments™ account scenario logic to reference account fields via participants with a contact record
Admin
- Support for Google Authentication using the new Nylas V3 API
- Improved “users export” file generation experience from the Users page

Revenue.io Product Updates: November 30th 2023

Thu, 30 Nov 2023 00:00:00 +0000

We are excited to announce a series of new features and updates across the Revenue Platform. See each section below for an overview of each enhancement with links to related how-to and knowledge articles.

Leverage Generative Text in Salesforce

What’s New?
- Our latest ringDNA for Salesforce package includes new fields on the conversation object to log generative Conversation Summaries, Coaching Feedback, and Follow-Up Emails to Salesforce
Why Was This Built?
- This was built to enable our customers to leverage native salesforce reporting to quickly view generative summaries, follow up emails, and coaching feedback.
- In addition this unlocks our customers ability to leverage this text to drive their own custom workflows and generative models.
How Does It Work?
- For customers who have Generative features enabled for their account they will have to install version 1.103 of our ringDNA for Salesforce package.
- This package will include three new rich text fields that will capture the respective generative output.
- When a conversation record contains any one of the generative outputs they are logged to the corresponding fields in Salesforce on the conversation object.

Please reach out to our support team to determining if you are able to upgrade directly to the latest version of the ringDNA for Salesforce package.

Additional Features

ringDNA
- Updated list of “Call Report” categories available
- Admins can search for phone numbers in the “Call Flows” and “Call Queues” tables in the Admin Console
Moments™
- Users can remove a previously set disposition or related record for an active conversation if they errantly set the wrong context of the conversation
- Expanded support for account based Salesforce scenarios

Revenue.io Product Updates: November 8th 2023

Wed, 08 Nov 2023 00:00:00 +0000

Revenue Application

We have removed our legacy admin recording player as all conversations can now be played in the Revenue app. This ensures the best playback experience for all conversations possible.
For customers who have Generative AI Follow-up emails enabled, we have updated the formatting of Follow-up Emails to include proper spacing
We moved the activity, coaching, and behaviors X-Ray Reports to a sub-navigation to allow for more results to be visible at a time. This ensures that large teams can see the performance of all of their team members easily.
The default date range for X-Ray reports has been set to 90 Days.
Updated recording behavior to only start recording when a host who has a Revenue license joins a conversation

ringDNA Communication Hub

Available agents are prioritized at the top of search results in the “Transfer Call” window. This ensures that reps transfer calls to those who are available, to reduce dead-ends for callers.

Revenue Admin

Under the RingDNA product grouping, we have introduced a new “Call Routing” page where the management layers for Call Flows, Call Queues, Holiday Calendars and User Skills are now located for better ease of management.
We have migrated the management of Salesforce records to an Integrations section of the Admin Console. This includes improvements to the user experience when managing Salesforce Fields.

Calendar Booking

To better assist users who try to access Calendar Booking without a license, we’ve updated the help text presented to them.
Calendar Booking-licensed users who haven’t connected a calendar provider now see an educational image and help text to remind them to connect a required Gmail or Microsoft account.

Revenue.io Product Updates: October 19th 2023

Thu, 19 Oct 2023 00:00:00 +0000

Inroducing enhanced user experiences for

viewing call recordings and Admin settings.


### Simplified Call Recording Playback
All recordings will now play in a single place, eliminating the need to switch between our Conversation AI and admin recording players.
Click on a call recording link from Salesforce or the admin console, and you’ll see the Conversation AI player appear for review. It’s a streamlined experience with a user-friendly player, relevant Salesforce info, and note-taking capabilities.
No Conversation AI license? No worries! Your call recordings will still link to the Conversation AI player without issues.



### Intuitive Integrations Navigation
Admins can find what they need faster! The Admin Console’s new “Integrations” menu helps you quickly manage all your Google, Exchange, Zoom, and Teams integrations.
Navigating your account settings should be seamless and intuitive. This redesign is aimed to provide quick access and enhanced management.


### Streamlining Your Salesforce Settings
Navigating the Salesforce settings within the Revenue admin has never been more intuitive, thanks to a fresh and organized redesign.
This redesigned interface isn’t just about a modern look; it’s crafted to enhance your interaction with the platform. The refined layout eliminates unnecessary complexities, providing a clearer view and smoother navigation.

Additional Feature Updates

Revenue Intelligence

Updated ordering of Opportunity Filters - We have improved the usability of filters within the opportunity list pages to highlight opportunities with specific fiscal periods more easily.

v284 Bug Fixes

Moments Bugs:

Retained participant’s details in CAI.
Fixed unknown lead/contact save during dialer calls.
Ensured supervisors receive agent notifications.
Improved search result clearing and related record suggestions.
Removed extra whitespace in contact details.
Fixed Disposition display for MS team calls.

RingDNA Communications Hub:

Resolved favorite records and new UI behavior issues.
Fixed mobile view and custom greeting recording.
Enhanced mobile interface for Call Tools and Call Rating.
Resolved continuous update popup and Hold Music file issues.

Conversation AI:

Stabilized interface during tab switches.
Fixed 500 error in Account Settings.
Made CAI app accessible for all users.
Improved “View More” button functionality in CAI Summary.
Addressed call listing issues in analytic application.

To vote on and submit new feature ideas, go here.

If you love how we’re innovating on our products, help us spread the word by leaving a 5-star review on G2! As a thank you for your time, we’ll send you a $25 Amazon gift card. Just send your approved review link to reviews@revenue.io to receive your gift card.

Revenue.io Product Updates: September 28th 2023

Thu, 28 Sep 2023 00:00:00 +0000

Generally Available

Features available to all customers based on Licensing.


### The Coach Button Moved in RingDNA
We heard you! Many users reported that the previous “Coach” button placement next to the Call Tools icon led to accidental clicks.
In our commitment to an optimal user experience, we’ve now repositioned the “Coach” button to the bottom/last spot in the right-hand navigation bar. This redesign ensures intuitive navigation, reduces errors, and streamlines communication flow.
Support Article

Additional Feature Updates

Conversation AI

Filter naming conventions have been updated to “Conversation” instead of “Call”
UX update to the advanced search filter Counter

ringDNA Communication Hub

Updated “back to top” button design
Improved user experience for expanded width view

Calendar

Improve error message when user has no Scheduling Pages created

Beta Features

Available to customers who are participating in the associated early access programs.


### Your Insights are Invaluable! 🌟
For those with early access to our Generative AI features, expect a prompt after using the thumbs-up/down buttons. This will let you elaborate on the usefulness or accuracy of the generated content. Thank you for aiding our mission to refine and perfect our AI models, ensuring they serve you better.

v283 Bug Fixes

Conversation AI:

MS Teams calls sometimes missing from Conversation AI listings.
Issues processing short Zoom call recordings.
Incorrect user lists in Video Integrations for admins.
Call Detail page’s Actions button remains active without sub-options.

Moments™:

Delay in recording transcript after participant joins.
Interactions in the Teams app not being logged in Moments.
Errors with conversation value and URL description.
Supervisor notifications lingering post MS Teams call.
Absence of a “meeting started” event for MS Teams.
Validation errors despite providing the necessary phrases.

RingDNA Communication Hub:

Display issue with dialer screen and message records.
Call Transfer mismatch in searched value and associated number.
Visibility issue with “expand/collapse” icon.
Miscellaneous layout and UI refinements.
Dialer screen collapsing unexpectedly.
Discrepancies in task sequencing and contact editing.
Call flagging and Coach button post-call issues.
“Call History > Load More” absent on mobiles.
Display errors for Inbound/Outbound Multiline SMS.
Incomplete data in Teams picklist.

To vote on and submit new feature ideas, go here.

Revenue.io Product Updates: September 7th 2023

Thu, 07 Sep 2023 00:00:00 +0000

Restyled Navigation in RingDNA Communications Hub

What’s New?

The main left-hand navigation bar along with the call tools bar (displayed on Lead and Contact details pages) have been restyled using modern, responsive components.

Why Was This Built?

Revenue is continually investing in improvements to the user experience in the RingDNA Communications Hub. As part of this larger effort, we have built a more modern and responsive navigation system.

How Does It Work?

When RingDNA is viewed in its default, narrow width, the left nav and righthand call tools menu are visible in their condensed/narrow view. On mouseover of these icons, a descriptive label will appear. When the width of RingDNA is expanded, the navigation icons appear in their expanded/wide view with labels visible.

Collapsed Navigation

Expanded Navigation

Additional Updates

Conversation AI

Add All option to the Relationship filter in the Coaching Details report

RingDNA

Updated “No Smart Number Found” Message

BETA - Generative Follow-Up Emails

What’s New?

We have introduced Generative Follow-Up Emails into the Conversation AI Details pages to help sellers quickly respond to prospects and customers following a conversation.

Why Was This Built?

Follow-up emails provide a comprehensive conversation account and are formatted to follow best practices. The quicker sellers send a substantive follow-up, the quicker they push a deal forward to close.

How Does It Work?

Follow-up emails are already added to a user’s Gmail or Exchange draft folder following the conclusion of a conversation. In addition, follow-up emails are added to conversation records to persist what was generated and allow users to provide feedback to improve future models.

This update introduces a new sub-nav item titled “Follow-Up Email” in the Generative section of a conversation.

Within the sub-nab, a user can now view the email follow-up that has been generated for the conversation. NOTE: If no conversation summary exists for a conversation, the section is hidden from the user.
A user can expand the section if the follow-up email is longer than the maximum default height.
From there, they can copy the e-mail via the text link, then paste, edit, and send the email to the intended recipients.
Be sure to give a thumbs up or down regarding how helpful it is or not. Your feedback guides us as we continue to refine the e-mail content.

Coversation Details Page with Follow-Up Email Tab Selected

To vote on and submit new feature ideas, go here.

Revenue.io Product Updates: May 1st 2022

Sun, 01 May 2022 00:00:00 +0000

Revenue.io Product Roadmap

Another quarter is in the books for us at Revenue.io, and we wanted to give you a quick recap of the value we’ve delivered in the last 90 days as well as give you a peek into what we have planned on the roadmap for the coming quarter

Features and value delivered in last quarter

More out-of-the-box insights. Building on our new Revenue Intelligence Package, we dramatically improved the insights our customers have into their businesses.

Find conversations with keywords based on who mentioned it (any speaker, agent, or participant).
Find the point in the conversation where a keyword was mentioned to understand the shape of the engagement.

Improved contextualization of automated coaching. In Moments™ we expanded our functionality to ensure the right reps have the right notifications at the right times.

Trigger Moments™ Notifications based on opportunity stage field values.
Trigger Notifications based on lead fields and call direction
Exclude users from receiving specific notifications

Drive results with coaching behaviors. Moments™ now provides more support for behavioral-based notifications and the tools to track how behavior changes over time.

Trigger Notifications based on rep behaviors such as talk speed and interruption rates.
Track change in rep behaviors over time with notification compliance
Drive playbook adherence with notifications checklists

Features and value on the roadmap for the coming quarter

Everything we do is to help our customers grow. Our active product development investments fall into three themes:

Drive Coaching Performance: Provide tools to engage sellers and help guide them to success.

The largest area of investment for Q2 is in our coaching functionality. We’re investing in additional integrations so you get deeper conversation analytics along and the functionality of Moments™ in video meetings. This includes:

Develop Microsoft Teams integration
Add individual user Moments™ Notifications
Trigger Notifications based on Opportunity, Contact fields, and questions

Enhance the Seller Experience: Maximize the productivity and success of every rep on your team.

We always want to ensure sellers have the right info at their fingertips in real-time. This quarter, we’re focused on adding more multi-threading and cross-departmental engagement capabilities and making it easier to create and manage Guided Selling Sequences. This includes:

Simplify the Sequence creation process
Integrating native tasks in the Guided Selling Engage view
Add A/B testing and bounce detection for Sequence emails

Know What’s Working in Your Selling Motion: Deliver insights from data that are timely and actionable.

Continuing to provide insight into the data that drives businesses, this quarter is focused on better understanding emails and their success rates, expanding the insights available in Salesforce from our new Revenue Intelligence package, and providing clarity into activity associated with a rep’s ramp month. This includes:

Track success criteria for Sequences and attribute Sequence activity directly to revenue
Expand logging of telephony fields to Salesforce
Push Moments™ Notifications and Conversation Questions to Salesforce
Develop new dashboards revolving around tracking and measuring new rep ramp time

Content Spotlight

7 Habits of Highly Successful Salespeople

In the timeless words of Aristotle, “We are what we repeatedly do. Excellence, then, is not an act, but a habit.” The greatest salespeople have found this to be true.

Closing deals and hitting quota isn’t merely about how much luck you have, but which habits you’re practicing every day. We’ve done the research, and can confidently say that highly successful salespeople have these seven habits in common.

View the infographic (no form required).

Revenue.io Product Updates: January 1st 2022

Sat, 01 Jan 2022 00:00:00 +0000

Get Revenue insights for every booked meeting with automatic Salesforce Event creation

A crucial part of a rep’s routine duties is booking meetings with buyers, and connecting that activity to relevant records in Salesforce is essential for tracking a customer’s journey.

With our latest RingDNA update, every booked meeting using the [Revenue.io Calendar booking solution will automatically be logged in Salesforce as an Event for users with a connected Google or Exchange account. Those events will be associated with existing leads or contacts, based on the email addresses used by external parties booking time on a user’s calendar.

To learn more, read the support article here.

Are these release notes helpful? Please let us know here!

If you love how we’re innovating on our products, help us spread the word by leaving a 5-star review on G2 and the Salesforce AppExchange! As a thank you for your time, we’ll send you a $25 Amazon gift card.

Revenue.io Product Updates: December 1st 2021

Wed, 01 Dec 2021 00:00:00 +0000

Deliver real-time guidance to international and non-English users with multi-language support

Real-time guidance with Moments™ gives reps critical information at the exact moment they need it. Until today, Moments™ only worked best with US-English.

We’re excited to announce that now, global corporations with an international presence or foreign language needs can deploy a localized version of Moments™ for non-native US-English speaking users. This extends the power of Moments™ beyond US borders and language barriers to deliver more accurate and relevant real-time coaching. Admins can configure an individual user’s Transcription Language in the Admin Console.

Supported languages now include:

English (US)
English (Oceania)
English (India)
English (Great Britain)
Spanish
French
Korean

To learn more, read this support article here

Manage and deliver relevant notifications to your team with extended Supervisor controls

Different teams have different uses for Moments™ by Revenue.io, and that’s why we allow Admins to set up team-specific notifications. Historically, only users with Admin licenses were able to manage Moments™ notifications.

In the latest product release, Supervisor Users now have the option to configure notifications and view reports specific to the teams or individuals they manage. This means supervisors don’t have to request help from Admins to create or update notifications that are specifically designed to guide their team. For complex organizations, Moments™ notifications can be independently managed by individual teams in a decentralized fashion from a single account. More than ever, supervisors have direct control to self-manage the real-time guidance their teams receive.

To learn more, read this support article here.

Monitor and manage wait times in the Call Events Dashboard with enhanced analytics

There are many times reps need to put their customers on hold or go on mute (for example, when they’re looking up information, contacting a 3rd party provider or getting feedback from a peer/manager). However, long hold and mute times can result in a bad experience for customers.

In the latest release, we enhanced the analytics in the Call Events Dashboard, allowing Admins to closely monitor and manage these critical call metrics. Admins can now see:

Call Events (over time) - The average hold, mute, or recording pause time (in seconds) per call for the selected time range.
Call Event Details (by agent) - The average hold, mute, or recording pause time (in seconds) per call for a user for the selected time range.
Which Calls Have Long Hold Times? - A list of calls that were placed on Hold (calls sorted from longest hold time to shortest).
Which Calls Have Long Mute Times? - A list of calls where the Mute button was clicked (calls sorted from longest mute time to shortest).
Which Calls Have Long Recording Pause Times? - A list of calls where call recording was paused (calls sorted from longest recording paused time to shortest).

To learn more, read this support article here.

To vote on and submit new feature ideas, go here.

If you love how we’re innovating on our products, help us spread the word by leaving a 5-star review! As a thank you for your time, we’ll send you a $25 Amazon gift card.

Revenue.io Product Updates: March 7th 2020

Sat, 07 Mar 2020 00:00:00 +0000

SMS Messaging Defaults

Product
Intelligent Dialer / SMS

Impacted users
Agents

Feature/Benefit
We have updated our SMS messaging tab to show messages by default from the logged in ringDNA user first. This helps not only speed up the load time of the tab but also present the most contextual messages first.

Availability
Global

Pricing and Packaging
Included in base dialer license

Set Up
No setup required

CAI Library React Enhancement

Product
ConversationAI React Framework Upgrade

Impacted users
All CAI Personas

Feature/Benefit
ConversationAI is pushing forward in the effort to move 100% of the web application to a React framework. Completion of the Library page marks another step forward, as the entire page now utilizes React components and has been restyled to fit our new look and feel. This effort will enable us to build significantly faster and take advantage of the newest available technologies.

Availability
Global

Pricing and Packaging
Included in base conversationAI license

Set Up
No setup required

Open and Reply Email Notifications

Product
Sequence - Chrome Notifications

Impacted users
Agents

Feature/Benefit
The moment a Sequence email is opened or replied, Sequence users will receive a chrome notification alerting them to a Sequence participant’s engagement

Availability
Global

Pricing and Packaging
Included in base Sequence license

Set Up
No setup required

Revenue.io Product Updates: November 30th 2019

Sat, 30 Nov 2019 00:00:00 +0000

ringDNA v216/v217 Release Notes

Release Date: November 30, 2019

Features

Web Leads: “Newest Leads” now displayed first by default

Previously, when users opened the Web Leads tab within the Softphone, the default sort order of leads was set to “Oldest Leads.” The logic for this previous implementation was to ensure that reps cleaned up the longest-waiting web leads first, so they could then proceed to newer leads as they dialed down a series of web leads.
Based on feedback we’ve received, this logic has been changed to instead display the “Newest leads” as the active filter selected by default. This change will instead promote agents to call thefreshestleads by default, thus promoting responsiveness. Agents can still ensure that all leads are called, but instead of a cleanup exercise, it becomes one that is actionable on ensuring the quickest call-time to web leads triggered in the Softphone.

Web Leads: workflow improvements

Background
TheWeb Leadsproduct was created to trigger a checkbox in Salesforce that presents hot leads (as defined by configurable rules in the Admin Console) to agents who can then immediately call leads on creation. This allows teams to be incredibly responsive and call leads within SLAs (such as calling each record within 5 minutes of creation).

What problem does this solve?
Previously, we were only updating theWeb Leadscheckbox in Salesforce for calls madefromtheWeb Leadstabin the Softphone. If a call was initiated from aContactin the Softphone or viaClick-to-callin Salesforce, that action wasnotunchecking theWeb Leadsfield box. This problem has been resolved with this release. Users may now initiate calls viaanyof the following routes and theWeb Leadsfield checkbox in Salesforce will be properly unchecked:

Clicking on thecalliconof aWeb Leadrecord
Clicking on a record in Salesforce viaClick-to-call
Clicking on thecalliconof an individualContactin the Softphone

Click-to-Call: Added support Click-to-Call for Vietnam and Philippines numbers with updated phone number lengths

The ringDNA Softphone was not previously allowing users toClick-to-callfrom valid phone numbers due to recent updates to the length of phone numbers being used inVietnamand thePhilippines. To accommodate these countries’ new phone number formats, we have updated our Softphone to detect valid numbers with 10 and 8 digit phone numbers.

Vietnam

Old format - 11-digit mobile phone numbers
New format - 10-digit mobile phone numbers

Philippines

Old format - 7-digit phone numbers
New format - 8-digit phone numbers