<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Revenue.io Support – Product Releases</title><link>https://support.revenue.io/releases/</link><description>Recent content in Product Releases on Revenue.io Support</description><generator>Hugo -- gohugo.io</generator><language>en</language><lastBuildDate>Wed, 09 Sep 2026 01:56:52 +0000</lastBuildDate><atom:link href="https://support.revenue.io/releases/index.xml" rel="self" type="application/rss+xml"/><item><title>Revenue.io Product Updates: September 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-september-2026/</link><pubDate>Wed, 09 Sep 2026 01:56:52 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-september-2026/</guid><description>
&lt;h2&gt;Revenue AI&lt;span class="hx:absolute hx:-mt-20" id="revenue-ai"&gt;&lt;/span&gt;
&lt;a href="#revenue-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Conversation Agents — Field Mapping updates&lt;span class="hx:absolute hx:-mt-20" id="conversation-agents--field-mapping-updates"&gt;&lt;/span&gt;
&lt;a href="#conversation-agents--field-mapping-updates" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;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&amp;rsquo;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.&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/conversation-agents-field-mapping.png" alt="Conversation Agents field mapping options" class="kc-figure-img" style="width: 80%; max-width: min(80%, 956px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/conversation-agents/"&gt;Learn more about Conversation Agents&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Conversation AI&lt;span class="hx:absolute hx:-mt-20" id="conversation-ai"&gt;&lt;/span&gt;
&lt;a href="#conversation-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Added Language Support&lt;span class="hx:absolute hx:-mt-20" id="added-language-support"&gt;&lt;/span&gt;
&lt;a href="#added-language-support" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;ve added 32 more languages for support in Conversation AI and Moments™. Conversation language can be set per user in Admin.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/configuring-conversation-ai/language-support-in-conversation-ai-and-moments/"&gt;Learn more about our supported languages&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;RingDNA&lt;span class="hx:absolute hx:-mt-20" id="ringdna"&gt;&lt;/span&gt;
&lt;a href="#ringdna" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Call Ended message&lt;span class="hx:absolute hx:-mt-20" id="call-ended-message"&gt;&lt;/span&gt;
&lt;a href="#call-ended-message" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;When a call ends in the dialar due to a network quality issue or the other participant ending the call, we now surface that as a dismissable message within the dialer to help the agent understand why a call ended if they didn&amp;rsquo;t end it themselves.&lt;/p&gt;
&lt;p&gt;&lt;figure style="text-align: center;"&gt;&lt;img src="img/connection-lost.png" alt="Connection lost message in the dialer" class="kc-figure-img" style="width: 100%; max-width: min(100%, 398px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/participant-ended.png" alt="Participant ended call message in the dialer" class="kc-figure-img" style="width: 100%; max-width: min(100%, 397px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;/p&gt;
&lt;h2&gt;Insights and Reports&lt;span class="hx:absolute hx:-mt-20" id="insights-and-reports"&gt;&lt;/span&gt;
&lt;a href="#insights-and-reports" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;QBR report - update to Weekly Active Users&lt;span class="hx:absolute hx:-mt-20" id="qbr-report---update-to-weekly-active-users"&gt;&lt;/span&gt;
&lt;a href="#qbr-report---update-to-weekly-active-users" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We updated the QBR report - Daily Active Users count to instead be a count of Weekly Active Users as it’s a better representation of active users and perceived value, while stripping out noise of daily variances.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/ringdna-admin-reports-and-dashboards/qbr-report/"&gt;Learn more about the QBR Report&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: August 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-august-2026/</link><pubDate>Mon, 17 Aug 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-august-2026/</guid><description>
&lt;h2&gt;Revenue app&lt;span class="hx:absolute hx:-mt-20" id="revenue-app"&gt;&lt;/span&gt;
&lt;a href="#revenue-app" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Meeting Assistant - Recording Announcement replay settings&lt;span class="hx:absolute hx:-mt-20" id="meeting-assistant---recording-announcement-replay-settings"&gt;&lt;/span&gt;
&lt;a href="#meeting-assistant---recording-announcement-replay-settings" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Admins can now configure how often the recording announcement replays in &lt;a href="https://app.revenue.io/#integrations/meeting-assistant"target="_blank" rel="noopener"&gt;Meeting Assistant settings&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;Learn more about &lt;a href="https://support.revenue.io/integrations/meeting-assistant/managing-meeting-assistant-account-settings/#recording-announcements"&gt;Meeting Assistant Recording Announcements&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/recording-announcement-ma-settings.png" alt="Meeting Assistant recording announcement settings" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Meeting Assistant recording announcement settings in Admin&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;Additional Moments™, Scorecards, and Conversation Agents targeting&lt;span class="hx:absolute hx:-mt-20" id="additional-moments-scorecards-and-conversation-agents-targeting"&gt;&lt;/span&gt;
&lt;a href="#additional-moments-scorecards-and-conversation-agents-targeting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;To extend the configurability of Moments™, Scorecards and Conversation Agents, and further allow you to minimally scope them, we’ve add the ability to target:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Moments on Conversation Type&lt;/li&gt;
&lt;li&gt;Scorecards on Conversation Type and Conversation Outcome&lt;/li&gt;
&lt;li&gt;Conversation Agents on Conversation Type and Conversation Outcome.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Learn more about &lt;a href="https://support.revenue.io/moments/using-moments/manage-moments-notifications/create-a-moments-notification/"&gt;creating Moments™ notifications&lt;/a&gt;, &lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/#managing-scorecards"&gt;creating Scorecards&lt;/a&gt;, and &lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/conversation-agents/#how-to-enable-conversation-agents"&gt;enabling Conversation Agents&lt;/a&gt;.&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/Moments-targeting.png" alt="Moments™ targeting" class="kc-figure-img" style="width: 50%; max-width: min(50%, 885px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Moments™ targeting&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/scorecard-targeting.png" alt="Scorecard targeting" class="kc-figure-img" style="width: 75%; max-width: min(75%, 471px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Scorecard targeting&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/agents-targeting.png" alt="Conversation Agents targeting" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Conversation Agents targeting&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h2&gt;RingDNA&lt;span class="hx:absolute hx:-mt-20" id="ringdna"&gt;&lt;/span&gt;
&lt;a href="#ringdna" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Hot Leads - Configurable and Intelligent Prioritization Engine&lt;span class="hx:absolute hx:-mt-20" id="hot-leads---configurable-and-intelligent-prioritization-engine"&gt;&lt;/span&gt;
&lt;a href="#hot-leads---configurable-and-intelligent-prioritization-engine" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;re introduces new Hot Leads admin settings, introducing a configurable and intelligent prioritization engine. Reps now have a real-time list of high-priority leads, intelligently sorted and visually differentiated based on the configured business logic.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/managing-hot-leads-configuration/"&gt;Learn more about configuring Hot Leads&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/hot-leads-settings.png" alt="Hot Leads settings" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Hot Leads settings&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;SMS Template Merge Fields&lt;span class="hx:absolute hx:-mt-20" id="sms-template-merge-fields"&gt;&lt;/span&gt;
&lt;a href="#sms-template-merge-fields" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Merge fields can be added to &lt;a href="https://app.revenue.io/#dialer/sms-settings"target="_blank" rel="noopener"&gt;SMS Templates in Admin&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;, allowing reps to send SMS messages that are dynamically personalized.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/enable-sms-mms-and-sms-templates-for-ringdna/#creating-and-managing-sms-templates"&gt;Learn more about creating and managing SMS templates&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/sms-merge-field-example.png" alt="SMS Template merge field example" class="kc-figure-img" style="width: 75%; max-width: min(75%, 500px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;SMS Template example with merge fields&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;&amp;ldquo;Set users as busy by default&amp;rdquo; Setting&lt;span class="hx:absolute hx:-mt-20" id="set-users-as-busy-by-default-setting"&gt;&lt;/span&gt;
&lt;a href="#set-users-as-busy-by-default-setting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We added a new RingDNA setting, &amp;ldquo;Set users as busy by default&amp;rdquo;, that when enabled, sets users to the system &lt;strong&gt;Busy&lt;/strong&gt; status when logging into the product or transitioning from offline/active status.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/customizing-user-statuses-for-ringdna/"&gt;Learn more about RingDNA Dialer user statuses&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/user-presence-settings.png" alt="RingDNA User Presence settings" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;RingDNA User Presence settings&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;Call Queues - &amp;ldquo;Automatically set users to busy after missed call&amp;rdquo; Setting&lt;span class="hx:absolute hx:-mt-20" id="call-queues---automatically-set-users-to-busy-after-missed-call-setting"&gt;&lt;/span&gt;
&lt;a href="#call-queues---automatically-set-users-to-busy-after-missed-call-setting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We added a new RingDNA setting for Call Queues called &amp;ldquo;Automatically set users to busy after missed call&amp;rdquo;. Ehen enabled and the user was delivered an inbound call that they missed from a call queue that has a longest waiting agent, longest waiting agent with call parking, or sequential dial distribution strategy, the user is then automatically updated to the system &lt;strong&gt;Busy&lt;/strong&gt; status to avoid missing any additional calls.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/call-queues/call-queue-overview/"&gt;Learn more about RingDNA Dialer Call Queues&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/set-user-to-busy-after-missed-call-setting.png" alt="Call Queues - set user to busy after missed call setting" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Call Queues - Set user to busy after missed call setting&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;RingDNA - Call Quality alerts&lt;span class="hx:absolute hx:-mt-20" id="ringdna---call-quality-alerts"&gt;&lt;/span&gt;
&lt;a href="#ringdna---call-quality-alerts" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;ve added Call and Network alerts in the Dialer that will alert you if an issue is detected with guidance on how to resolve it.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/troubleshooting/call-quality/call-and-network-alerts-in-the-dialer/"&gt;Learn more about RingDNA Dialer Call Quality alerts&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/call-quality-alert.png" alt="Call quality alert" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Example call quality alert&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;User-level Phone Match Settings&lt;span class="hx:absolute hx:-mt-20" id="user-level-phone-match-settings"&gt;&lt;/span&gt;
&lt;a href="#user-level-phone-match-settings" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;ve added user-level Phone Match settings for additional flexibility and configuration. When phone match settings are enabled at the user-level, they override the account-level phone match settings.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/manage-salesforce-related-settings-for-ringdna/#phone-matching"&gt;Learn more about RingDNA Dialer Phone Match settings&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/phone-match-user-settings.png" alt="Phone Match user settings" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Phone Match user settings&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;User-level Multi-Match Settings&lt;span class="hx:absolute hx:-mt-20" id="user-level-multi-match-settings"&gt;&lt;/span&gt;
&lt;a href="#user-level-multi-match-settings" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;ve added user-level multi-match settings for additional flexibility and configuration when automatically matching records. When multi-match settings are enabled at the user-level, they override the account-level multi-match settings.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/manage-salesforce-related-settings-for-ringdna/#phone-matching"&gt;Learn more about RingDNA Dialer Phone Match settings&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/multi-match-user-settings.png" alt="Multi Match user settings" class="kc-figure-img" style="width: 75%; max-width: min(75%, 870px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Multi Match user settings&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;</description></item><item><title>Guided Selling Summer 2026 Release (V13)</title><link>https://support.revenue.io/releases/guided-selling-summer-2026-v13/</link><pubDate>Fri, 14 Aug 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/guided-selling-summer-2026-v13/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;Automatic SMS actions&lt;span class="hx:absolute hx:-mt-20" id="automatic-sms-actions"&gt;&lt;/span&gt;
&lt;a href="#automatic-sms-actions" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;SMS sequence actions can now send automatically on schedule, with merge-field personalization, opt-out checks, admin controls, and deliverability reporting to help teams monitor SMS failure rates.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#automatic-sms-actions"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Business-day timing for sequence actions&lt;span class="hx:absolute hx:-mt-20" id="business-day-timing-for-sequence-actions"&gt;&lt;/span&gt;
&lt;a href="#business-day-timing-for-sequence-actions" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Sequence actions can now use working-day and business-hours-aware timing so follow-ups stay aligned with each team&amp;rsquo;s schedule instead of becoming due on weekends or outside working hours.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#business-day-timing-for-sequence-actions"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Rebuilt Participant Overview&lt;span class="hx:absolute hx:-mt-20" id="rebuilt-participant-overview"&gt;&lt;/span&gt;
&lt;a href="#rebuilt-participant-overview" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;The redesigned Participant Overview brings participant details, sequence status, projected due dates, sequence actions, Quick Actions, and one-off email into a single workspace.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#rebuilt-participant-overview-module"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Email engagement tracking&lt;span class="hx:absolute hx:-mt-20" id="email-engagement-tracking"&gt;&lt;/span&gt;
&lt;a href="#email-engagement-tracking" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Reps can now see email opens, clicks, and replies directly in Guided Selling through Live Updates in Engage and participant-specific activity in the Participant Overview.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#email-engagement-tracking"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Activation guardrails and sequence status visibility&lt;span class="hx:absolute hx:-mt-20" id="activation-guardrails-and-sequence-status-visibility"&gt;&lt;/span&gt;
&lt;a href="#activation-guardrails-and-sequence-status-visibility" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Guided Selling now warns admins before activating sequences that begin with an automatic email or SMS action and provides clearer sequence-status visibility for manual sequences.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#activation-guardrails-and-sequence-status-visibility"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Sequence and action cloning&lt;span class="hx:absolute hx:-mt-20" id="sequence-and-action-cloning"&gt;&lt;/span&gt;
&lt;a href="#sequence-and-action-cloning" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Admins can review cloned sequences before saving and clone individual sequence actions with their templates, criteria, field updates, delegation rules, and activation settings intact.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#more-flexible-sequence-cloning-and-action-cloning"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Safe delete for sequences&lt;span class="hx:absolute hx:-mt-20" id="safe-delete-for-sequences"&gt;&lt;/span&gt;
&lt;a href="#safe-delete-for-sequences" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Admins can remove active or inactive sequences from the working UI while preserving participant history, attribution data, and historical Sequence Association records.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#safe-delete-for-sequences"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Favorite sequences&lt;span class="hx:absolute hx:-mt-20" id="favorite-sequences"&gt;&lt;/span&gt;
&lt;a href="#favorite-sequences" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Users can star frequently used sequences to pin them to the top of sequence lists and make common sequences easier to find.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#favorite-sequences"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Sequence labels&lt;span class="hx:absolute hx:-mt-20" id="sequence-labels"&gt;&lt;/span&gt;
&lt;a href="#sequence-labels" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Sequence Admins can create freeform labels to organize the sequence library, while users can filter sequence lists and selection screens by one or more labels.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#sequence-labels"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Custom fields in Engage&lt;span class="hx:absolute hx:-mt-20" id="custom-fields-in-engage"&gt;&lt;/span&gt;
&lt;a href="#custom-fields-in-engage" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Admins can control which Salesforce fields are available through Guided Selling Field Sets, and reps can personalize their Engage View by adding, removing, filtering, and sorting those fields.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#custom-fields-in-the-engage-view"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Minor and technical enhancements&lt;span class="hx:absolute hx:-mt-20" id="minor-and-technical-enhancements"&gt;&lt;/span&gt;
&lt;a href="#minor-and-technical-enhancements" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;V13 also includes multi-select filters, Lightning Console improvements, refreshed Guided Selling visual design, performance improvements, updated action-processing jobs, sequence lifecycle tracking, SMS deliverability jobs, and improved error visibility.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/#minor-enhancements"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Upgrade to v13&lt;span class="hx:absolute hx:-mt-20" id="upgrade-to-v13"&gt;&lt;/span&gt;
&lt;a href="#upgrade-to-v13" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Customers upgrading to v13 must install the new package, run the required post-install jobs, verify job completion, and review their organization&amp;rsquo;s default Working Days configuration. Customers on v11 or earlier have additional prerequisite upgrade steps.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/summer-2026-release-v13/"&gt;Guided Selling Summer 2026 (v13) — full release notes and implementation steps&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: July 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-july-2026/</link><pubDate>Mon, 27 Jul 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-july-2026/</guid><description>
&lt;h2&gt;Revenue app&lt;span class="hx:absolute hx:-mt-20" id="revenue-app"&gt;&lt;/span&gt;
&lt;a href="#revenue-app" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Mobile web access&lt;span class="hx:absolute hx:-mt-20" id="mobile-web-access"&gt;&lt;/span&gt;
&lt;a href="#mobile-web-access" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;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:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Libraries&lt;/li&gt;
&lt;li&gt;Saved Searches&lt;/li&gt;
&lt;li&gt;Moments (creation and templates)&lt;/li&gt;
&lt;li&gt;Scorecards list&lt;/li&gt;
&lt;li&gt;Opportunities&lt;/li&gt;
&lt;li&gt;Accounts&lt;/li&gt;
&lt;li&gt;Conversation Agents&lt;/li&gt;
&lt;/ul&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/mobile-web-nav.png" alt="The Revenue app nav on mobile web" class="kc-figure-img" style="width: 50%; max-width: min(50%, 632px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Revenue app nav menu on mobile web&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;Insights reports - Manage columns&lt;span class="hx:absolute hx:-mt-20" id="insights-reports---manage-columns"&gt;&lt;/span&gt;
&lt;a href="#insights-reports---manage-columns" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;When Insights reports have too many columns, the data can be cut off and unreadable. To make the table readable and ensure you&amp;rsquo;re able to view the data that&amp;rsquo;s most important to you, we add the ability to manage the columns shown. You&amp;rsquo;ll always have a default set of columns that show, and you can edit it through the Manage Columns menu.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/"&gt;Learn more about available Reports and Dashboards&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/table-manage-columns.png" alt="Table with Manage Columns option" class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Example table with Manage Columns option&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/manage-columns-menu.png" alt="Manage Columns menu" class="kc-figure-img" style="width: 50%; max-width: min(50%, 342px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Example Manage Columns menu&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h2&gt;Revenue AI&lt;span class="hx:absolute hx:-mt-20" id="revenue-ai"&gt;&lt;/span&gt;
&lt;a href="#revenue-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Out-of-the-box Conversation Agents - Improved Account &amp;amp; Contact Field Mapping&lt;span class="hx:absolute hx:-mt-20" id="out-of-the-box-conversation-agents---improved-account--contact-field-mapping"&gt;&lt;/span&gt;
&lt;a href="#out-of-the-box-conversation-agents---improved-account--contact-field-mapping" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Conversation Agent field mappings that target Account or Contact fields now resolve across a wider range of call contexts. Previously, mappings could fail if a Conversation Agent field mapping was set up to write to an Account or Contact field when an Account or Contact wasn&amp;rsquo;t set as the related record. With this update, the system traverses those relationships automatically to find the right record. For example - if the Conversation Agent is set up to map to an Account field, and the related record is an Opportunity, we can still write to the correct Account field by referencing Opportunity.AccountId.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/conversation-agents/"&gt;Learn more about Conversation Agents&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Conversation AI&lt;span class="hx:absolute hx:-mt-20" id="conversation-ai"&gt;&lt;/span&gt;
&lt;a href="#conversation-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Added Language Support&lt;span class="hx:absolute hx:-mt-20" id="added-language-support"&gt;&lt;/span&gt;
&lt;a href="#added-language-support" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We&amp;rsquo;ve added more languages for support in Conversation AI and Moments™.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Bulgarian&lt;/li&gt;
&lt;li&gt;Czech&lt;/li&gt;
&lt;li&gt;Hungarian&lt;/li&gt;
&lt;li&gt;Romanian&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/configuring-conversation-ai/language-support-in-conversation-ai-and-moments/"&gt;Learn more about our support languages&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: June 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-june-2026/</link><pubDate>Mon, 08 Jun 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-june-2026/</guid><description>
&lt;p&gt;Out-of-the-box Conversation Agents automatically extract structured insights from your conversations without manual review.&lt;/p&gt;
&lt;h2&gt;Conversation AI&lt;span class="hx:absolute hx:-mt-20" id="conversation-ai"&gt;&lt;/span&gt;
&lt;a href="#conversation-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Accessing conversation transcripts quicker&lt;span class="hx:absolute hx:-mt-20" id="accessing-conversation-transcripts-quicker"&gt;&lt;/span&gt;
&lt;a href="#accessing-conversation-transcripts-quicker" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Conversations are now accessible in Conversation AI as soon as the transcript is available, while we&amp;rsquo;re processing generative AI features like conversation summaries and scorecards.
This means that you&amp;rsquo;ll be able to access conversation recordings and transcripts faster than ever - on average within 1-2 minutes for video calls, and within 3-6 minutes for audio calls.
You&amp;rsquo;ll see conversations that are still processing the generative AI features labeled with a &amp;ldquo;Processing&amp;rdquo; badge in the conversation list, and that we&amp;rsquo;re still generating the given feature on the conversation record page.&lt;/p&gt;
&lt;p&gt;&lt;figure style="text-align: center;"&gt;&lt;img src="img/conversation-list-processing.png" alt="Conversation list showing a processing conversation." class="kc-figure-img" style="max-width: 100%; height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Conversation list when the conversation is still processing.&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/conversation-record-processing.png" alt="Conversation record showing processing generative features." class="kc-figure-img" style="width: 85%; max-width: min(85%, 1152px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Conversation record page when generative AI features haven&amp;rsquo;t been created yet.&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/getting-started-with-conversation-ai/"&gt;Learn more about Conversation AI&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Revenue AI&lt;span class="hx:absolute hx:-mt-20" id="revenue-ai"&gt;&lt;/span&gt;
&lt;a href="#revenue-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Out-of-the-box Conversation Agents&lt;span class="hx:absolute hx:-mt-20" id="out-of-the-box-conversation-agents"&gt;&lt;/span&gt;
&lt;a href="#out-of-the-box-conversation-agents" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Conversation Agents run automatically after each conversation ends, analyzing the transcript and surfacing structured insights such as next steps, objections, competitor mentions, and churn risk signals. 7 agents are available out of the box, with no prompt configuration required.&lt;/p&gt;
&lt;p&gt;Insights appear on the conversation record, on a dedicated agent report page, and in &lt;strong&gt;My Profile&lt;/strong&gt; for each agent. Extracted outputs can also be written back to Salesforce fields to trigger downstream workflows.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/conversation-agents/"&gt;Learn more about Conversation Agents&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/conversation-agent-list.png" alt="The Revenue app left navigation with Conversation Agents selected." class="kc-figure-img" style="width: 85%; max-width: min(85%, 1536px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Conversation Agents list&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;</description></item><item><title>Revenue.io Product Updates: May 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-may-2026/</link><pubDate>Fri, 15 May 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-may-2026/</guid><description>
&lt;p&gt;We&amp;rsquo;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.&lt;/p&gt;
&lt;h2&gt;Conversation AI&lt;span class="hx:absolute hx:-mt-20" id="conversation-ai"&gt;&lt;/span&gt;
&lt;a href="#conversation-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Review Conversations on the Mobile Devices&lt;span class="hx:absolute hx:-mt-20" id="review-conversations-on-the-mobile-devices"&gt;&lt;/span&gt;
&lt;a href="#review-conversations-on-the-mobile-devices" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Inbox, conversation list, and conversation record pages in the Revenue app are now accessible on mobile phone, allowing you to listen to and provide feedback on conversations while you&amp;rsquo;re on the go. Simply open the Revenue App on your phone&amp;rsquo;s browser to get started.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/conversations/revenue-conversations-overview/"&gt;Learn more about Conversations&lt;/a&gt;&lt;/p&gt;
&lt;div style="display: grid; grid-template-columns: 1fr 1fr; gap: 1rem; max-width: 85%; margin: 1.5rem auto;"&gt;
&lt;figure style="margin: 0;"&gt;
&lt;img src="img/conversation-player.png" alt="Conversation record page on mobile web" style="width: 100%; height: auto;"&gt;
&lt;/figure&gt;
&lt;figure style="margin: 0;"&gt;
&lt;img src="img/conversation-list.png" alt="Inbox on mobile web" style="width: 100%; height: auto;"&gt;
&lt;/figure&gt;
&lt;/div&gt;
&lt;h3&gt;Get Notified When Calls are Processed&lt;span class="hx:absolute hx:-mt-20" id="get-notified-when-calls-are-processed"&gt;&lt;/span&gt;
&lt;a href="#get-notified-when-calls-are-processed" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;You no longer need to check Conversation AI to see if your recording is available. Get notified by email the moment your conversation is ready to review.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/notifications-and-alerts/managing-and-updating-notifications/"&gt;Learn more about managing Conversation AI notifications&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/conversation-notification.png" alt="Inbox notification settings" class="kc-figure-img" style="width: 85%; max-width: min(85%, 838px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/inbox-notification-settings.png" alt="Email call processed notification" class="kc-figure-img" style="width: 85%; max-width: min(85%, 1483px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;figcaption&gt;&lt;p&gt;Configure Notifications: Click Settings → Inbox Setup → Notification Settings&lt;/p&gt;&lt;/figcaption&gt;&lt;/figure&gt;
&lt;h3&gt;Consolidated Conversation AI Transcript&lt;span class="hx:absolute hx:-mt-20" id="consolidated-conversation-ai-transcript"&gt;&lt;/span&gt;
&lt;a href="#consolidated-conversation-ai-transcript" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;The transcript in Conversation AI now has transcript, keywords, questions, and annotations consolidated into one view.&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/consolidated-transcript.png" alt="Transcript on conversation record page" class="kc-figure-img" style="width: 85%; max-width: min(85%, 2354px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;h3&gt;Merged Public and Private Saved Search Pages&lt;span class="hx:absolute hx:-mt-20" id="merged-public-and-private-saved-search-pages"&gt;&lt;/span&gt;
&lt;a href="#merged-public-and-private-saved-search-pages" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Find your saved searches faster. Public and private searches now live in one place with a type filter to sort them.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Single Saved Searches section in Conversations navigation&lt;/li&gt;
&lt;li&gt;Filter by &amp;ldquo;All Types,&amp;rdquo; &amp;ldquo;Public,&amp;rdquo; or &amp;ldquo;Private&amp;rdquo;&lt;/li&gt;
&lt;li&gt;Expand any row to see search criteria without running it&lt;/li&gt;
&lt;li&gt;Different actions available for owned vs. public searches&lt;/li&gt;
&lt;li&gt;&amp;ldquo;Shared with Me&amp;rdquo; searches remain accessible from Inbox&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/searching-for-conversations/viewing-saved-searches/"&gt;Learn more about viewing saved searches&lt;/a&gt;&lt;/p&gt;
&lt;figure style="text-align: center;"&gt;&lt;img src="img/saved-searches-nav.png" alt="Saved Searches in nav" class="kc-figure-img" style="width: 50%; max-width: min(50%, 596px); height: auto; display: block; margin-left: auto; margin-right: auto;"&gt;&lt;/figure&gt;
&lt;h2&gt;Revenue Intelligence&lt;span class="hx:absolute hx:-mt-20" id="revenue-intelligence"&gt;&lt;/span&gt;
&lt;a href="#revenue-intelligence" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Smarter Opportunity Automation&lt;span class="hx:absolute hx:-mt-20" id="smarter-opportunity-automation"&gt;&lt;/span&gt;
&lt;a href="#smarter-opportunity-automation" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Opportunity linking just got more reliable. We&amp;rsquo;ve updated Auto Link Opportunities to use Salesforce&amp;rsquo;s built-in closed status instead of stage names.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Auto link now uses isClosed field instead of stage name matching&lt;/li&gt;
&lt;li&gt;Works with your custom stage names&lt;/li&gt;
&lt;li&gt;Applies to all three auto-link strategies: most recent activity, next close date, and most recently created&lt;/li&gt;
&lt;li&gt;Covers both audio and video conversations&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Requirements:&lt;/strong&gt; Admin access to Account Settings. Configure under Settings → Account Management → Opportunity Automation&lt;/p&gt;
&lt;h2&gt;Revenue.io Intelligent Dialer&lt;span class="hx:absolute hx:-mt-20" id="revenueio-intelligent-dialer"&gt;&lt;/span&gt;
&lt;a href="#revenueio-intelligent-dialer" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Custom User Status Increments&lt;span class="hx:absolute hx:-mt-20" id="custom-user-status-increments"&gt;&lt;/span&gt;
&lt;a href="#custom-user-status-increments" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Admins can configure a broader range of time increment options for custom user statuses.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/customizing-user-statuses-for-ringdna/"&gt;Learn more about customizing user statuses&lt;/a&gt;&lt;/p&gt;
&lt;h3&gt;Dialer and Call Handling&lt;span class="hx:absolute hx:-mt-20" id="dialer-and-call-handling"&gt;&lt;/span&gt;
&lt;a href="#dialer-and-call-handling" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We addressed several dialer and call handling edge cases:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Queue calls incorrectly showed &lt;strong&gt;Decline&lt;/strong&gt; when agent rejection was disabled&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;End Call&lt;/strong&gt; button sometimes greyed out and required a page reload&lt;/li&gt;
&lt;li&gt;User status reset to &lt;strong&gt;Available&lt;/strong&gt; while &lt;strong&gt;Busy&lt;/strong&gt;, after wrap-up timer expiration and browser reload&lt;/li&gt;
&lt;li&gt;Call flow calls transferred via a &amp;ldquo;Dial&amp;rdquo; step to an external number logged as abandoned&lt;/li&gt;
&lt;li&gt;Stale empty conversation summaries appeared in the dialer after Generative AI output was ready&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;Supervisor Insights Access&lt;span class="hx:absolute hx:-mt-20" id="supervisor-insights-access"&gt;&lt;/span&gt;
&lt;a href="#supervisor-insights-access" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Supervisors who lost access to certain reports in Insights have been restored.&lt;/p&gt;
&lt;h2&gt;Revenue AI&lt;span class="hx:absolute hx:-mt-20" id="revenue-ai"&gt;&lt;/span&gt;
&lt;a href="#revenue-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Automatic Provisioning of Revenue AI Features&lt;span class="hx:absolute hx:-mt-20" id="automatic-provisioning-of-revenue-ai-features"&gt;&lt;/span&gt;
&lt;a href="#automatic-provisioning-of-revenue-ai-features" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Revenue AI features are now enabled by default for users who are assigned a new Revenue AI license, so you no longer need to manually activate each.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/administration/managing-revenue-ai-licenses/"&gt;Learn more about managing Revenue AI licenses&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Salesforce Integration&lt;span class="hx:absolute hx:-mt-20" id="salesforce-integration"&gt;&lt;/span&gt;
&lt;a href="#salesforce-integration" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Security Hardening&lt;span class="hx:absolute hx:-mt-20" id="security-hardening"&gt;&lt;/span&gt;
&lt;a href="#security-hardening" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;We enabled a 30-day limit on refresh token validity and IP restrictions to tighten Salesforce integration security.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: April 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-april-2026/</link><pubDate>Wed, 01 Apr 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-april-2026/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;Opportunity Won/Loss dashboard&lt;span class="hx:absolute hx:-mt-20" id="opportunity-wonloss-dashboard"&gt;&lt;/span&gt;
&lt;a href="#opportunity-wonloss-dashboard" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/revenue-activity-reports/opportunity-won-loss/"&gt;Learn more about the Opportunity Won/Loss dashboard&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;More flexible conversation filters&lt;span class="hx:absolute hx:-mt-20" id="more-flexible-conversation-filters"&gt;&lt;/span&gt;
&lt;a href="#more-flexible-conversation-filters" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Conversation filtering is improved so you can find the meetings that matter. You can filter conversations where a specific user or team is the &lt;code&gt;Host&lt;/code&gt;, a &lt;code&gt;Participant&lt;/code&gt;, or either &lt;code&gt;Host&lt;/code&gt; or &lt;code&gt;Participant&lt;/code&gt; of a meeting.&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/searching-for-conversations/searching-conversations-and-advanced-filters/"&gt;Learn how to search and filter conversations&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Contact pages&lt;span class="hx:absolute hx:-mt-20" id="contact-pages"&gt;&lt;/span&gt;
&lt;a href="#contact-pages" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/contacts/"&gt;Learn more about contact list view and contact detail pages&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Account contact list&lt;span class="hx:absolute hx:-mt-20" id="account-contact-list"&gt;&lt;/span&gt;
&lt;a href="#account-contact-list" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;We released a &lt;code&gt;Contacts&lt;/code&gt; tab on account record pages so you can view and access all contacts associated with an account.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/accounts/"&gt;Learn more about account list view and account detail pages&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Meeting Assistant: continue recording when host leaves meeting&lt;span class="hx:absolute hx:-mt-20" id="meeting-assistant-continue-recording-when-host-leaves-meeting"&gt;&lt;/span&gt;
&lt;a href="#meeting-assistant-continue-recording-when-host-leaves-meeting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;We updated the &lt;code&gt;Allow Recording when host is not present&lt;/code&gt; 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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/integrations/meeting-assistant/managing-meeting-assistant-account-settings/"&gt;Learn more about Meeting Assistant settings&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;In case you missed it: updated Scorecard report filters&lt;span class="hx:absolute hx:-mt-20" id="in-case-you-missed-it-updated-scorecard-report-filters"&gt;&lt;/span&gt;
&lt;a href="#in-case-you-missed-it-updated-scorecard-report-filters" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;With the new filters, you can:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Filter by &lt;code&gt;Date Range&lt;/code&gt; to customize reporting periods&lt;/li&gt;
&lt;li&gt;Filter by &lt;code&gt;Dispositions &amp;amp; Outcomes&lt;/code&gt; to focus on specific conversation results&lt;/li&gt;
&lt;li&gt;Set conversation duration thresholds from 0 to 120 minutes&lt;/li&gt;
&lt;li&gt;Filter by &lt;code&gt;Call Direction&lt;/code&gt; to analyze inbound, outbound, or all phone calls&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/"&gt;Learn more about Generative Scorecards&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: March 10th 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-march-2026/</link><pubDate>Tue, 10 Mar 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-march-2026/</guid><description>
&lt;p&gt;This month’s updates help you analyze scorecard performance with more granular filters so you can focus feedback where it matters.&lt;/p&gt;
&lt;h2&gt;Additional scorecard analytics filters&lt;span class="hx:absolute hx:-mt-20" id="additional-scorecard-analytics-filters"&gt;&lt;/span&gt;
&lt;a href="#additional-scorecard-analytics-filters" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/"&gt;Learn more about Generative Scorecards&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: January 29th 2026</title><link>https://support.revenue.io/releases/revenueio-product-updates-january-2026/</link><pubDate>Thu, 29 Jan 2026 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-january-2026/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;Personal scorecards for agents&lt;span class="hx:absolute hx:-mt-20" id="personal-scorecards-for-agents"&gt;&lt;/span&gt;
&lt;a href="#personal-scorecards-for-agents" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Agents can create personal scorecards for themselves so they can focus on self-identified improvement areas, independent of supervisor-created scorecards.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/"&gt;Learn more about Generative Scorecards&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Multi-select filters in X-Ray&lt;span class="hx:absolute hx:-mt-20" id="multi-select-filters-in-x-ray"&gt;&lt;/span&gt;
&lt;a href="#multi-select-filters-in-x-ray" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;You can filter by multiple teams or users in &lt;a href="https://analytics.revenue.io/insights/x-ray"target="_blank" rel="noopener"&gt;X-Ray&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;, making it easier to compare groups in one view.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-intelligence/x-ray-insights/revenue-intelligence-x-ray/"&gt;Learn more about X-Ray&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Revenue Impact dashboard&lt;span class="hx:absolute hx:-mt-20" id="revenue-impact-dashboard"&gt;&lt;/span&gt;
&lt;a href="#revenue-impact-dashboard" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;We’ve made enhancements to the &lt;a href="https://analytics.revenue.io/insights/impact-dashboard-calculator"target="_blank" rel="noopener"&gt;Revenue Impact Dashboard&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt; so it is easier to analyze the realized value of using Revenue AI across your team and company with custom configurations.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/revenue-reports-overview/revenue-impact-dashboard/"&gt;Learn more about the Revenue Impact Dashboard&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Search conversations by meeting title&lt;span class="hx:absolute hx:-mt-20" id="search-conversations-by-meeting-title"&gt;&lt;/span&gt;
&lt;a href="#search-conversations-by-meeting-title" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;You can search for text in the meeting title, transcript, or summary to find the conversations you need more quickly.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/searching-for-conversations/searching-conversations-and-advanced-filters/"&gt;Learn how to search and filter conversations&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Allow recording when host is not present&lt;span class="hx:absolute hx:-mt-20" id="allow-recording-when-host-is-not-present"&gt;&lt;/span&gt;
&lt;a href="#allow-recording-when-host-is-not-present" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Account admins can enable it in &lt;a href="https://app.revenue.io/#integrations/meeting-assistant"target="_blank" rel="noopener"&gt;Meeting Assistant settings&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/integrations/meeting-assistant/meeting-assistant-overview/"&gt;Learn more about the Meeting Assistant&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Time zone filter on reports&lt;span class="hx:absolute hx:-mt-20" id="time-zone-filter-on-reports"&gt;&lt;/span&gt;
&lt;a href="#time-zone-filter-on-reports" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/activity-time-day"target="_blank" rel="noopener"&gt;Time of Day&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/call-recordings"target="_blank" rel="noopener"&gt;Call recordings&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/queue-metrics"target="_blank" rel="noopener"&gt;Queue metrics&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/user-busy-presence-summary"target="_blank" rel="noopener"&gt;User busy presence&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/missed-ring-rates"target="_blank" rel="noopener"&gt;Missed ring rates&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://analytics.revenue.io/insights/emails-sent"target="_blank" rel="noopener"&gt;Emails sent&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/"&gt;Learn more about reports and dashboards&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: December 11th 2025</title><link>https://support.revenue.io/releases/revenueio-product-updates-december-2025/</link><pubDate>Thu, 11 Dec 2025 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-december-2025/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;New admin navigation&lt;span class="hx:absolute hx:-mt-20" id="new-admin-navigation"&gt;&lt;/span&gt;
&lt;a href="#new-admin-navigation" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;The admin left-hand navigation is aligned with the Revenue app for a consistent experience.&lt;/p&gt;
&lt;h2&gt;RingDNA reports moved to Insights&lt;span class="hx:absolute hx:-mt-20" id="ringdna-reports-moved-to-insights"&gt;&lt;/span&gt;
&lt;a href="#ringdna-reports-moved-to-insights" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Reports that previously appeared in admin under RingDNA Reports are now in the Revenue app under &lt;a href="https://analytics.revenue.io/insights"target="_blank" rel="noopener"&gt;Insights&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;, so you can open reporting and insights in one place.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/reports-and-dashboards/"&gt;Learn more about reports and dashboards&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Scorecard visibility&lt;span class="hx:absolute hx:-mt-20" id="scorecard-visibility"&gt;&lt;/span&gt;
&lt;a href="#scorecard-visibility" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Scorecards on conversations are visible only to the conversation host, their supervisor, admins, and support users.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/"&gt;Learn more about Generative Scorecards&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;X-Ray summaries&lt;span class="hx:absolute hx:-mt-20" id="x-ray-summaries"&gt;&lt;/span&gt;
&lt;a href="#x-ray-summaries" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;In the &lt;a href="https://analytics.revenue.io/insights/x-ray"target="_blank" rel="noopener"&gt;X-Ray report&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;, an AI-generated summary highlights outcomes and differences between top and bottom performers.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-intelligence/x-ray-insights/revenue-intelligence-x-ray/"&gt;Learn more about X-Ray&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;New scorecard targeting&lt;span class="hx:absolute hx:-mt-20" id="new-scorecard-targeting"&gt;&lt;/span&gt;
&lt;a href="#new-scorecard-targeting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Additional targeting options are available for scorecards:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Specific dispositions&lt;/li&gt;
&lt;li&gt;Specific events&lt;/li&gt;
&lt;li&gt;Specific cases&lt;/li&gt;
&lt;li&gt;Specific campaigns&lt;/li&gt;
&lt;li&gt;Specific individuals (contacts, leads, or accounts)&lt;/li&gt;
&lt;li&gt;Specific teams&lt;/li&gt;
&lt;li&gt;Individual users&lt;/li&gt;
&lt;li&gt;Excluding individual users&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Supervisors can also create scorecards for teams they manage.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/revenue-ai/revenue-ai-functionality/generative-scorecards/"&gt;Learn more about Generative Scorecards&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Role-based Moments™ targeting&lt;span class="hx:absolute hx:-mt-20" id="role-based-moments-targeting"&gt;&lt;/span&gt;
&lt;a href="#role-based-moments-targeting" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Moments™ notifications can be targeted to specific roles so relevant notifications reach the right team members.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/moments/using-moments/manage-moments-notifications/"&gt;Learn more about managing Moments™ notifications&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Guided Selling Winter 2026 Release (V12)</title><link>https://support.revenue.io/releases/guided-selling-winter-2026-v12/</link><pubDate>Wed, 19 Nov 2025 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/guided-selling-winter-2026-v12/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;For a visual walkthrough, see this &lt;a href="https://app.storylane.io/share/ulnhhg6xjx0x"target="_blank" rel="noopener"&gt;interactive demo&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Upcoming Actions on Engage&lt;span class="hx:absolute hx:-mt-20" id="upcoming-actions-on-engage"&gt;&lt;/span&gt;
&lt;a href="#upcoming-actions-on-engage" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Engage adds four tabs—&lt;strong&gt;Due Now&lt;/strong&gt;, &lt;strong&gt;Upcoming Today&lt;/strong&gt;, &lt;strong&gt;Scheduled&lt;/strong&gt;, and &lt;strong&gt;Pending&lt;/strong&gt;—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 &lt;strong&gt;Dial Next&lt;/strong&gt; stays limited to &lt;strong&gt;Due Now&lt;/strong&gt;.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#upcoming-actions-on-engage"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Reschedule to any date&lt;span class="hx:absolute hx:-mt-20" id="reschedule-to-any-date"&gt;&lt;/span&gt;
&lt;a href="#reschedule-to-any-date" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#reschedule-to-any-date"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Track action rescheduling&lt;span class="hx:absolute hx:-mt-20" id="track-action-rescheduling"&gt;&lt;/span&gt;
&lt;a href="#track-action-rescheduling" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Participant actions now store &lt;strong&gt;Original Due Date&lt;/strong&gt;, &lt;strong&gt;Last Rescheduled Date&lt;/strong&gt;, and &lt;strong&gt;Last Rescheduled By&lt;/strong&gt; 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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#track-action-rescheduling"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Email and SMS Quick Actions&lt;span class="hx:absolute hx:-mt-20" id="email-and-sms-quick-actions"&gt;&lt;/span&gt;
&lt;a href="#email-and-sms-quick-actions" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Quick Actions support &lt;strong&gt;Email&lt;/strong&gt; and &lt;strong&gt;SMS&lt;/strong&gt; in addition to &lt;strong&gt;Call&lt;/strong&gt; and &lt;strong&gt;Task&lt;/strong&gt;, consistent with sequence actions. Email can use templates or free text; SMS follows the same permissions and validation as sequence-based SMS.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#create-email--sms-quick-actions"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Create Quick Actions API&lt;span class="hx:absolute hx:-mt-20" id="create-quick-actions-api"&gt;&lt;/span&gt;
&lt;a href="#create-quick-actions-api" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;A public Apex method and Flow-compatible action lets admins and developers create Quick Actions from automation, with inputs such as &lt;code&gt;ownerId&lt;/code&gt;, &lt;code&gt;dueDate&lt;/code&gt;, &lt;code&gt;participantId&lt;/code&gt;, &lt;code&gt;actionType&lt;/code&gt;, and optional task configuration.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#create-quick-actions-api"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Skip or Perform Actions API&lt;span class="hx:absolute hx:-mt-20" id="skip-or-perform-actions-api"&gt;&lt;/span&gt;
&lt;a href="#skip-or-perform-actions-api" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;New methods let automation &lt;strong&gt;skip&lt;/strong&gt; or &lt;strong&gt;mark as performed&lt;/strong&gt; a participant action so participants can advance programmatically—useful for integrated systems and form-based workflows.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#skip-or-perform-actions-api"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Simplified sequence action model&lt;span class="hx:absolute hx:-mt-20" id="simplified-sequence-action-model"&gt;&lt;/span&gt;
&lt;a href="#simplified-sequence-action-model" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;The Action object is removed; sequence actions are self-contained in one model. Sequence Builder consolidates templates, activation type, and naming, and a &lt;strong&gt;Templates&lt;/strong&gt; section helps admins manage reusable email content across sequences.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#simplified-sequence-action-model"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Technical enhancements&lt;span class="hx:absolute hx:-mt-20" id="technical-enhancements"&gt;&lt;/span&gt;
&lt;a href="#technical-enhancements" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Visualforce in Lightning&lt;/strong&gt; allows Guided Selling modules on modern Dynamic Forms layouts.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/#technical-enhancements"&gt;Read the full release notes&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Upgrade from v11 or earlier&lt;span class="hx:absolute hx:-mt-20" id="upgrade-from-v11-or-earlier"&gt;&lt;/span&gt;
&lt;a href="#upgrade-from-v11-or-earlier" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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).&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/release-notes/guided-selling-winter-2025-release-v12/"&gt;Guided Selling Winter 2026 (v12) — full release notes and implementation steps&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: November 18th 2025</title><link>https://support.revenue.io/releases/revenueio-product-updates-november-2025/</link><pubDate>Tue, 18 Nov 2025 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-november-2025/</guid><description>
&lt;p&gt;November updates raise the minimum bar for generative AI on conversations and streamline Zoom recording when auto record is enabled.&lt;/p&gt;
&lt;h2&gt;Updated conversation thresholds for AI features&lt;span class="hx:absolute hx:-mt-20" id="updated-conversation-thresholds-for-ai-features"&gt;&lt;/span&gt;
&lt;a href="#updated-conversation-thresholds-for-ai-features" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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 &lt;a href="https://support.revenue.io/revenue-ai/"&gt;Revenue AI&lt;/a&gt; and &lt;a href="https://support.revenue.io/getting-started/revenueio-platform/conversation-ai-overview/"&gt;Conversation AI&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Bypass recording prompt for Zoom meetings&lt;span class="hx:absolute hx:-mt-20" id="bypass-recording-prompt-for-zoom-meetings"&gt;&lt;/span&gt;
&lt;a href="#bypass-recording-prompt-for-zoom-meetings" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/integrations/meeting-assistant/using-the-meeting-assistant-with-zoom/"&gt;Learn more about using the Meeting Assistant with Zoom&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: October 30th 2025</title><link>https://support.revenue.io/releases/revenueio-product-updates-october-2025/</link><pubDate>Thu, 30 Oct 2025 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-october-2025/</guid><description>
&lt;p&gt;October updates shorten the minimum conversation length for highlights, add bulk user and license management for admins, and support compliance announcements in conversations.&lt;/p&gt;
&lt;h2&gt;Minimum conversation duration for highlights&lt;span class="hx:absolute hx:-mt-20" id="minimum-conversation-duration-for-highlights"&gt;&lt;/span&gt;
&lt;a href="#minimum-conversation-duration-for-highlights" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;If you have a Conversation AI license, you can create highlights on conversations that are at least 5 seconds long.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/conversation-ai/conversations/creating-playing-and-sharing-conversation-highlights/"&gt;Learn more about creating, playing, and sharing conversation highlights&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Bulk user and license management&lt;span class="hx:absolute hx:-mt-20" id="bulk-user-and-license-management"&gt;&lt;/span&gt;
&lt;a href="#bulk-user-and-license-management" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/administration/managing-users/add-and-manage-revenueio-users/"&gt;Learn more about adding and managing Revenue.io users&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Compliance announcements&lt;span class="hx:absolute hx:-mt-20" id="compliance-announcements"&gt;&lt;/span&gt;
&lt;a href="#compliance-announcements" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Compliance announcements can be created and played in conversations so you can meet regulatory requirements.&lt;/p&gt;</description></item><item><title>Guided Selling Summer Release (V11)</title><link>https://support.revenue.io/releases/guided-selling-summer-2025-v11/</link><pubDate>Fri, 13 Jun 2025 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/guided-selling-summer-2025-v11/</guid><description>
&lt;p&gt;&lt;strong&gt;Guided Selling just got &lt;em&gt;easier and smarter&lt;/em&gt;&lt;/strong&gt;. Version 11 delivers on‑the‑fly flexibility, lighter data footprints, and faster, more focused workflows — helping your team &lt;strong&gt;move faster, stay organized, and focus on what matters most&lt;/strong&gt;.&lt;/p&gt;
&lt;h2&gt;What this means for you:&lt;span class="hx:absolute hx:-mt-20" id="what-this-means-for-you"&gt;&lt;/span&gt;
&lt;a href="#what-this-means-for-you" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Adapt in real time&lt;/strong&gt; – Insert or remove steps in live sequences without disrupting reps.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Act in the moment&lt;/strong&gt; – Reps can create &lt;strong&gt;Quick Actions&lt;/strong&gt;—one‑off Calls or Tasks—for any lead or contact, whether they’re in a sequence or not.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;See only what matters&lt;/strong&gt; – Just‑in‑Time Action Creation eliminates clutter and accelerates load times.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Trust your data&lt;/strong&gt; – Activities automatically tie back to the opportunity or campaign that triggered them, giving you cleaner attribution.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;Feature Highlights&lt;span class="hx:absolute hx:-mt-20" id="feature-highlights"&gt;&lt;/span&gt;
&lt;a href="#feature-highlights" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ol&gt;
&lt;li&gt;&lt;strong&gt;Just-in-Time Action Creation&lt;/strong&gt; – Boosts performance and reliability by removing unnecessary records.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;More Precise Due Dates&lt;/strong&gt; – Manual actions appear in Engage in near real time (on page refresh).&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Email AI Assistant (Revenue AI)&lt;/strong&gt; – Drafts and refines personalized emails in seconds—powered by Revenue AI. Admin‑controlled enablement lets you decide when to activate AI for your team.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Quick Actions&lt;/strong&gt; – 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.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Expanded Merge Fields&lt;/strong&gt; – Personalize emails with data from Opportunities, Accounts, and any object related to your participants through standard or custom relationships.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Improved Activity Association to Opportunities and Campaigns&lt;/strong&gt; – Engagement that is easier to trace back to revenue.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Mid-Sequence Edits&lt;/strong&gt; – Adjust live sequences by inserting or removing steps to keep reps on track and adapt sequences to new strategies and updates.&lt;/li&gt;
&lt;/ol&gt;</description></item><item><title>Revenue.io Product Updates: May 15th 2024</title><link>https://support.revenue.io/releases/revenueio-product-updates-may-2024/</link><pubDate>Wed, 15 May 2024 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-may-2024/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h1&gt;RingDNA Communication Hub&lt;/h1&gt;&lt;h2&gt;Support for MMS files in SMS Templates&lt;span class="hx:absolute hx:-mt-20" id="support-for-mms-files-in-sms-templates"&gt;&lt;/span&gt;
&lt;a href="#support-for-mms-files-in-sms-templates" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;When adding an individual SMS Template to a SMS conversation&lt;/li&gt;
&lt;li&gt;When admins have associated a SMS template with a Guided Selling Message action.&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;See the following articles for additional details:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/enable-sms-mms-and-sms-templates-for-ringdna/"&gt;Manage SMS and SMS Templates for RingDNA&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;&lt;a href="https://support.revenue.io/ringdna/sms-messaging/sending-files-media-via-mms-in-ringdna-communications-hub/"&gt;Sending files/media via MMS in RingDNA Communications Hub&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;img src="img/26ff3862-a732-4945-903a-5970252c5d30.png" alt="MMS in SMS Templates" loading="lazy" /&gt;&lt;/p&gt;
&lt;h1&gt;Administration Console&lt;/h1&gt;&lt;h2&gt;Missed Ring Rates report update&lt;span class="hx:absolute hx:-mt-20" id="missed-ring-rates-report-update"&gt;&lt;/span&gt;
&lt;a href="#missed-ring-rates-report-update" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;The &lt;em&gt;Missed Ring Rates&lt;/em&gt; report shows &lt;em&gt;all&lt;/em&gt; missed rings, irrespective of the user&amp;rsquo;s &lt;em&gt;Status&lt;/em&gt; 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 &amp;ldquo;&lt;em&gt;User Status at time of missed ring&lt;/em&gt;&amp;rdquo; filter to the report. This allows you to (for example) filter the report by only agents who were in an &amp;ldquo;Available&amp;rdquo; status at the time of missed rings.&lt;/p&gt;
&lt;p&gt;&lt;img src="img/mceclip0.png" alt="Missed Ring Rates Filter" loading="lazy" /&gt;&lt;/p&gt;
&lt;h1&gt;Revenue Application&lt;/h1&gt;&lt;h2&gt;Improved Moments™ Experience&lt;span class="hx:absolute hx:-mt-20" id="improved-moments-experience"&gt;&lt;/span&gt;
&lt;a href="#improved-moments-experience" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;We have removed the 255 character limitation on the Notes field in the Moments™ application.&lt;/p&gt;
&lt;p&gt;&lt;img src="img/mceclip1.png" alt="Moments Notes Field" loading="lazy" /&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: April 30th 2024</title><link>https://support.revenue.io/releases/revenueio-product-updates-april-2024/</link><pubDate>Tue, 30 Apr 2024 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-april-2024/</guid><description>
&lt;p&gt;&lt;img src="img/447eafb5-14cb-49e1-b5a5-1db4fc9e4ff7.png" alt="Spring 2024 Banner" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Blossoming Opportunities with Revenue.io 🌸&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="blossoming-opportunities-with-revenueio-"&gt;&lt;/span&gt;
&lt;a href="#blossoming-opportunities-with-revenueio-" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;As the season changes, so do our efforts to continuously improve the tools you rely on! This Spring, we&amp;rsquo;re excited to bring you a series of updates that are designed to enhance your interactions and streamline your processes.&lt;/p&gt;
&lt;p&gt;Read on to discover the latest enhancements to our product suite and how they can help you achieve even more this spring, and beyond!&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Product Enhancements&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="product-enhancements"&gt;&lt;/span&gt;
&lt;a href="#product-enhancements" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;em&gt;Here&amp;rsquo;s a roundup of our latest Product Updates! Introducing…&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="img/fb1b1412-bbea-4e80-819e-0db632d3ac87.gif" alt="MMS Feature" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Share information faster and shorten your deal cycles&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;You can now send images, documents, and multimedia content via SMS message directly through the RingDNA Communications Hub.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;strong&gt;IMPACT:&lt;/strong&gt;&lt;/em&gt; &lt;em&gt;This addition enriches your interactions, allowing you to communicate more dynamically with leads and contacts.&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;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!&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/ringdna/sms-messaging/sending-files-media-via-mms-in-ringdna-communications-hub/"&gt;Check it out here &amp;gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="img/06d6c30d-d194-4787-96a4-cf180ef05196.png" alt="Salesforce Scenarios" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Support conversations and drive positive deal outcomes&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Our latest upgrade to Moments™ scenarios is now expanded to include the integration of case, event, and text fields from Salesforce.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;strong&gt;IMPACT:&lt;/strong&gt;&lt;/em&gt; &lt;em&gt;This upgrade means coaching can be more precise and timely, directly reflecting the specifics of each conversation.&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;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.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/moments/using-moments/manage-moments-notifications/create-a-moments-notification/"&gt;Learn more here &amp;gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="img/4417d755-6e65-4418-87ee-c511726aed18.png" alt="Sequence Re-entry" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Enhance the impact of your engagement strategies&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;We&amp;rsquo;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.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;strong&gt;IMPACT:&lt;/strong&gt;&lt;/em&gt; &lt;em&gt;This update minimizes the need for multiple sequences and manual adjustments, allowing you to be much more flexible and efficient in managing customer engagements.&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;This enhancement is ideal for revenue operations leaders looking to streamline operations and enhance the impact of their strategies.&lt;/li&gt;
&lt;li&gt;Revenue.io users will be able to glean insights from repeat engagements to help refine future strategies.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/guided-selling/using-guided-selling/sequences/sequence-concepts/repeatable-sequences/"&gt;Read more here &amp;gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="img/b0d16e45-0329-4c01-94b3-9264fbab1ffd.png" alt="Moments Checklists" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Streamline your workflow and improve efficiency&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;We&amp;rsquo;ve integrated Moments™ Checklists directly within the Communications Hub interface to streamline how you manage calls and interactions.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;&lt;strong&gt;IMPACT:&lt;/strong&gt;&lt;/em&gt; &lt;em&gt;This seamless integration saves time and allows you to concentrate fully on engaging with customers, enhancing both your productivity and the overall customer experience.&lt;/em&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;No more toggling between different windows – go-to-market team members can now focus more on customer interactions, improving customer experience and operational efficiency.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;a href="https://support.revenue.io/moments/using-moments/agent-experience/complete-a-notification/#complete-checklists"&gt;Tell me more! &amp;gt;&lt;/a&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: March 12th 2024</title><link>https://support.revenue.io/releases/v291-release-notes-march-12-2024/</link><pubDate>Tue, 12 Mar 2024 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/v291-release-notes-march-12-2024/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Conversation Highlights&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="conversation-highlights"&gt;&lt;/span&gt;
&lt;a href="#conversation-highlights" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;What&amp;rsquo;s New?&lt;/strong&gt;&lt;br&gt;
Conversation AI users can now manually clip notable segments of recorded conversations, saved to and playable from any conversation page.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why Was This Built?&lt;/strong&gt;&lt;br&gt;
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.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;How Does It Work?&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;From a conversation, users enter a dedicated clipping mode where they can define the start and end points of their highlight.&lt;/li&gt;
&lt;li&gt;Users can also search the transcript, pinpointing the exact moment to clip. Users then provide a title and save the highlight.&lt;/li&gt;
&lt;li&gt;At present, users can only play highlights back from within the same conversation, through a dedicated carousel at the top of the page.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;img src="img/ca721afd-b8be-4984-934f-7f45a9328f3d.png" alt="Conversation Highlights" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;Learn more about &lt;a href="https://support.revenue.io/conversation-ai/conversations/creating-playing-and-sharing-conversation-highlights/"&gt;Conversation Highlights&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Notification Completion Phrases&lt;span class="hx:absolute hx:-mt-20" id="notification-completion-phrases"&gt;&lt;/span&gt;
&lt;a href="#notification-completion-phrases" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;img src="img/mceclip0.png" alt="Notification Completion Phrases" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;Learn more about Notification Completion Phrases when &lt;a href="https://support.revenue.io/moments/administration/create-a-moments-template/"&gt;creating Moments™ notification content&lt;/a&gt; and viewing insights within our &lt;a href="https://support.revenue.io/moments/reports/moments-reports-interactions/"&gt;Interactions Report&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Contact and Lead Lists&lt;span class="hx:absolute hx:-mt-20" id="contact-and-lead-lists"&gt;&lt;/span&gt;
&lt;a href="#contact-and-lead-lists" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Introducing &amp;ldquo;Lists&amp;rdquo; 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.&lt;/p&gt;
&lt;p&gt;&lt;img src="img/8f99e4d4-74cc-4357-bf18-3a005325736a.png" alt="Contact and Lead Lists" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;Learn more about &lt;a href="https://support.revenue.io/ringdna/salesforce-lists/"&gt;Contact and Lead Lists&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Supervisor Whisper&lt;span class="hx:absolute hx:-mt-20" id="supervisor-whisper"&gt;&lt;/span&gt;
&lt;a href="#supervisor-whisper" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;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&amp;rsquo;s mission of delivering exceptional customer experiences.&lt;/p&gt;
&lt;p&gt;&lt;img src="img/ead65908-99dd-4afd-af2c-b6ae5a97e446.png" alt="Supervisor Whisper" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;Learn more about &lt;a href="https://support.revenue.io/ringdna/supervisor-tools/supervisor-whisper/"&gt;Supervisor Whisper&lt;/a&gt;.&lt;/p&gt;
&lt;h2&gt;Additional Functionality&lt;span class="hx:absolute hx:-mt-20" id="additional-functionality"&gt;&lt;/span&gt;
&lt;a href="#additional-functionality" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;In addition to the value listed above, we have also shipped the following items:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Revenue Application&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Support for allowing users to designate if they want to analyze internal Microsoft Teams meetings via Conversation AI.&lt;/li&gt;
&lt;li&gt;Improvement to conversation page load times&lt;/li&gt;
&lt;li&gt;Enhancements to Moments™ conversation etiquette notifications&lt;/li&gt;
&lt;li&gt;Additional general bug fixes&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Communications Hub&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Support for warm transferring calls to unknown numbers&lt;/li&gt;
&lt;li&gt;Updated formatting of currency fields to ensure values are properly displayed in currency format&lt;/li&gt;
&lt;li&gt;Display Conversation Summary within the activity feed of a contact&lt;/li&gt;
&lt;li&gt;A fix for duplicate SMS activities&lt;/li&gt;
&lt;li&gt;Additional general bug fixes.&lt;/li&gt;
&lt;/ul&gt;</description></item><item><title>Revenue.io Product Updates: January 8th 2024</title><link>https://support.revenue.io/releases/v288-release-notes-january-8th-2024/</link><pubDate>Mon, 08 Jan 2024 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/v288-release-notes-january-8th-2024/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;Moments X-Ray Report&lt;span class="hx:absolute hx:-mt-20" id="moments-x-ray-report"&gt;&lt;/span&gt;
&lt;a href="#moments-x-ray-report" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;What&amp;rsquo;s New?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;A new Moments™ report now exists within X-Ray to provide insight into revenue generation and real-time coaching.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Why Was This Built?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;How Does It Work?&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;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&amp;rsquo;s performance.&lt;/p&gt;
&lt;p&gt;View our &lt;a href="https://support.revenue.io/revenue-intelligence/x-ray-insights/revenue-intelligence-x-ray/"&gt;X-ray overview&lt;/a&gt; for more details. Please note that X-Ray requires the enablement of &lt;a href="https://support.revenue.io/revenue-intelligence/getting-started-with-revenue-intelligence/getting-started-with-revenue-intelligence/"&gt;Revenue Enhanced Analytics.&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Additional Functionality&lt;span class="hx:absolute hx:-mt-20" id="additional-functionality"&gt;&lt;/span&gt;
&lt;a href="#additional-functionality" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Revenue Intelligence&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;We have deprecated multi-select filters from X-Ray reports to increase performance.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Administration&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;A new &amp;ldquo;Missed Rings&amp;rdquo; report is added to the &amp;ldquo;&lt;a href="https://app.revenue.io/#reports/missed-ring-rates"target="_blank" rel="noopener"&gt;Missed Ring Rates&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;&amp;rdquo; dashboard in the &lt;em&gt;Admin Console.&lt;/em&gt; This report helps answer the question of &lt;em&gt;why&lt;/em&gt; calls were missed. In the report, each missed call is listed and the &amp;ldquo;Status at time of missed ring&amp;rdquo; column details the &lt;em&gt;status&lt;/em&gt; of an Agent at the time of the missed call (e.g. &lt;em&gt;Busy&lt;/em&gt;, &lt;em&gt;Offline&lt;/em&gt;, etc.).&lt;/li&gt;
&lt;/ul&gt;</description></item><item><title>Revenue.io Product Updates: December 19th 2023</title><link>https://support.revenue.io/releases/v287-release-notes-12-19-23/</link><pubDate>Tue, 19 Dec 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/v287-release-notes-12-19-23/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;X-Ray Summary Insights&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="x-ray-summary-insights"&gt;&lt;/span&gt;
&lt;a href="#x-ray-summary-insights" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;What&amp;rsquo;s New&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;We have created a new summary tab on X-Ray that highlights the top, middle, and bottom performer statistics across activities, behaviors, and coaching.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Why Was This Built&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;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.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;How Does It Work&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;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%.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;Additional Features&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="additional-features"&gt;&lt;/span&gt;
&lt;a href="#additional-features" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Revenue Intelligence&lt;/strong&gt;
&lt;ul&gt;
&lt;li&gt;Admins now have the ability to designate if they want to add a recording URL reference to our generative AI-based Follow-Up Emails&lt;/li&gt;
&lt;li&gt;Updated Moments™ account scenario logic to reference account fields via participants with a contact record&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Admin&lt;/strong&gt;
&lt;ul&gt;
&lt;li&gt;Support for Google Authentication using the new Nylas V3 API&lt;/li&gt;
&lt;li&gt;Improved &amp;ldquo;users export&amp;rdquo; file generation experience from the &lt;em&gt;Users&lt;/em&gt; page&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;/ul&gt;</description></item><item><title>Revenue.io Product Updates: November 30th 2023</title><link>https://support.revenue.io/releases/v286-release-notes-11-29-23/</link><pubDate>Thu, 30 Nov 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/v286-release-notes-11-29-23/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Leverage Generative Text in Salesforce&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="leverage-generative-text-in-salesforce"&gt;&lt;/span&gt;
&lt;a href="#leverage-generative-text-in-salesforce" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;What&amp;rsquo;s New&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;Our latest ringDNA for Salesforce package includes new fields on the &lt;a href="../../getting-started/installing-the-revenueio-revenue-intelligence-package/conversation-object-fields/"&gt;conversation object&lt;/a&gt; to log generative &lt;a href="https://support.revenue.io/conversation-ai/conversations/conversation-summaries/"&gt;Conversation Summaries&lt;/a&gt;, Coaching Feedback, and &lt;a href="https://support.revenue.io/conversation-ai/conversations/follow-up-emails/"&gt;Follow-Up Emails&lt;/a&gt; to Salesforce&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Why Was This Built&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;This was built to enable our customers to leverage native salesforce reporting to quickly view generative summaries, follow up emails, and coaching feedback.&lt;/li&gt;
&lt;li&gt;In addition this unlocks our customers ability to leverage this text to drive their own custom workflows and generative models.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;How Does It Work&lt;/strong&gt;?
&lt;ul&gt;
&lt;li&gt;For customers who have Generative features enabled for their account they will have to install version 1.103 of our ringDNA for Salesforce package.&lt;/li&gt;
&lt;li&gt;This package will include three new rich text fields that will capture the respective generative output.&lt;/li&gt;
&lt;li&gt;When a conversation record contains any one of the generative outputs they are logged to the corresponding fields in Salesforce on the conversation object.&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Additional Features&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="additional-features"&gt;&lt;/span&gt;
&lt;a href="#additional-features" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;ringDNA&lt;/strong&gt;
&lt;ul&gt;
&lt;li&gt;Updated list of &amp;ldquo;&lt;a href="https://support.revenue.io/reports-and-dashboards/ringdna-admin-reports-and-dashboards/call-reports/"&gt;Call Report&lt;/a&gt;&amp;rdquo; categories available&lt;/li&gt;
&lt;li&gt;Admins can search for phone numbers in the &amp;ldquo;&lt;a href="https://support.revenue.io/ringdna/managing-call-flows/"&gt;Call Flows&lt;/a&gt;&amp;rdquo; and &amp;ldquo;&lt;a href="https://support.revenue.io/ringdna/call-queues/call-queue-overview/"&gt;Call Queues&lt;/a&gt;&amp;rdquo; tables in the Admin Console&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Moments™&lt;/strong&gt;
&lt;ul&gt;
&lt;li&gt;Users can remove a previously set disposition or related record for an active conversation if they errantly set the wrong context of the conversation&lt;/li&gt;
&lt;li&gt;Expanded support for account based &lt;a href="https://support.revenue.io/moments/using-moments/manage-moments-notifications/create-a-moments-notification/"&gt;Salesforce scenarios&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;/li&gt;
&lt;/ul&gt;</description></item><item><title>Revenue.io Product Updates: November 8th 2023</title><link>https://support.revenue.io/releases/v285-release-notes-11-8-23/</link><pubDate>Wed, 08 Nov 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/v285-release-notes-11-8-23/</guid><description>
&lt;p&gt;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.&lt;/p&gt;
&lt;h2&gt;&lt;strong&gt;Revenue Application&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="revenue-application"&gt;&lt;/span&gt;
&lt;a href="#revenue-application" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;We have removed our legacy admin recording player as all conversations can now be played in the &lt;a href="https://support.revenue.io/conversation-ai/conversations/revenue-conversations-overview/"&gt;Revenue app&lt;/a&gt;. This ensures the best playback experience for all conversations possible.&lt;/li&gt;
&lt;li&gt;For customers who have Generative AI Follow-up emails enabled, we have updated the formatting of Follow-up Emails to include proper spacing&lt;/li&gt;
&lt;li&gt;We moved the activity, coaching, and behaviors &lt;a href="https://support.revenue.io/revenue-intelligence/x-ray-insights/revenue-intelligence-x-ray/"&gt;X-Ray Reports&lt;/a&gt; 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.&lt;/li&gt;
&lt;li&gt;The default date range for X-Ray reports has been set to 90 Days.&lt;/li&gt;
&lt;li&gt;Updated recording behavior to only start recording when a host who has a Revenue license joins a conversation&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;ringDNA Communication Hub&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="ringdna-communication-hub"&gt;&lt;/span&gt;
&lt;a href="#ringdna-communication-hub" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;Available agents are prioritized at the top of search results in the &amp;ldquo;&lt;a href="https://support.revenue.io/ringdna/inbound-and-outbound-dialing/call-transfers-overview/"&gt;Transfer Call&lt;/a&gt;&amp;rdquo; window. This ensures that reps transfer calls to those who are available, to reduce dead-ends for callers.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;Revenue Admin&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="revenue-admin"&gt;&lt;/span&gt;
&lt;a href="#revenue-admin" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;Under the &lt;em&gt;RingDNA&lt;/em&gt; product grouping, we have introduced a new &lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/ringdna-call-routing-settings/"&gt;&amp;ldquo;Call Routing&amp;rdquo;&lt;/a&gt; page where the management layers for &lt;a href="https://support.revenue.io/ringdna/managing-call-flows/"&gt;Call Flows&lt;/a&gt;, &lt;a href="https://support.revenue.io/ringdna/call-queues/call-queue-overview/"&gt;Call Queues&lt;/a&gt;, &lt;a href="https://support.revenue.io/administration/managing-account-details/managing-holiday-schedules/"&gt;Holiday Calendars&lt;/a&gt; and User Skills are now located for better ease of management.&lt;/li&gt;
&lt;li&gt;We have migrated the management of Salesforce records to an &lt;a href="https://support.revenue.io/administration/Integrations/"&gt;Integrations&lt;/a&gt; section of the Admin Console. This includes improvements to the user experience when managing &lt;a href="https://support.revenue.io/ringdna/configuring-the-ringdna-communications-hub/how-to-use-custom-fields/"&gt;Salesforce Fields&lt;/a&gt;.&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;strong&gt;Calendar Booking&lt;/strong&gt;&lt;span class="hx:absolute hx:-mt-20" id="calendar-booking"&gt;&lt;/span&gt;
&lt;a href="#calendar-booking" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;ul&gt;
&lt;li&gt;To better assist users who try to access &lt;a href="../../getting-started/revenueio-platform/calendar-booking-overview/"&gt;Calendar Booking&lt;/a&gt; without a license, we&amp;rsquo;ve updated the help text presented to them.&lt;/li&gt;
&lt;li&gt;&lt;a href="../../getting-started/revenueio-platform/calendar-booking-overview/"&gt;Calendar Booking&lt;/a&gt;-licensed users who haven&amp;rsquo;t connected a &lt;a href="https://support.revenue.io/calendar-booking/getting-started/connecting-a-calendar-provider/"&gt;calendar provider&lt;/a&gt; now see an educational image and help text to remind them to connect a required Gmail or Microsoft account.&lt;/li&gt;
&lt;/ul&gt;</description></item><item><title>Revenue.io Product Updates: October 19th 2023</title><link>https://support.revenue.io/releases/revenueio-product-updates-october-2023/</link><pubDate>Thu, 19 Oct 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-october-2023/</guid><description>
&lt;p&gt;&lt;img src="img/0-product-updates-email-banner-1200x500-A.jpg" alt="Product Updates Banner" loading="lazy" /&gt;&lt;/p&gt;
&lt;h1&gt;Inroducing enhanced user experiences for&lt;/h1&gt;&lt;p&gt;viewing call recordings and Admin settings.&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;### Simplified Call Recording Playback&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;All recordings will now play in a single place, eliminating the need to switch between our Conversation AI and admin recording players.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;Click on a call recording link from Salesforce or the admin console, and you&amp;rsquo;ll see the Conversation AI player appear for review. It&amp;rsquo;s a streamlined experience with a user-friendly player, relevant Salesforce info, and note-taking capabilities.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;em&gt;&lt;strong&gt;No Conversation AI license? No worries!&lt;/strong&gt;&lt;/em&gt; Your call recordings will still link to the Conversation AI player without issues.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;img src="img/call-recording-player.png" alt="Call Recording Player" loading="lazy" /&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;&lt;img src="img/integrations-navigation.png" alt="Integrations Navigation" loading="lazy" /&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;### Intuitive Integrations Navigation&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;Admins can find what they need faster! The Admin Console&amp;rsquo;s new &amp;ldquo;Integrations&amp;rdquo; menu helps you quickly manage all your Google, Exchange, Zoom, and Teams integrations.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;Navigating your account settings should be seamless and intuitive. This redesign is aimed to provide quick access and enhanced management.&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;### Streamlining Your Salesforce Settings&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;Navigating the Salesforce settings within the Revenue admin has never been more intuitive, thanks to a fresh and organized redesign.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;This redesigned interface isn&amp;rsquo;t just about a modern look; it&amp;rsquo;s crafted to enhance your interaction with the platform. The refined layout eliminates unnecessary complexities, providing a clearer view and smoother navigation.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;img src="img/salesforce-settings.png" alt="Salesforce Settings" loading="lazy" /&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h3&gt;&lt;em&gt;&lt;strong&gt;Additional Feature Updates&lt;/strong&gt;&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="additional-feature-updates"&gt;&lt;/span&gt;
&lt;a href="#additional-feature-updates" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;&lt;strong&gt;Revenue Intelligence&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;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.&lt;/li&gt;
&lt;/ul&gt;
&lt;h1&gt;v284 Bug Fixes&lt;/h1&gt;&lt;p&gt;&lt;strong&gt;Moments Bugs:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Retained participant&amp;rsquo;s details in CAI.&lt;/li&gt;
&lt;li&gt;Fixed unknown lead/contact save during dialer calls.&lt;/li&gt;
&lt;li&gt;Ensured supervisors receive agent notifications.&lt;/li&gt;
&lt;li&gt;Improved search result clearing and related record suggestions.&lt;/li&gt;
&lt;li&gt;Removed extra whitespace in contact details.&lt;/li&gt;
&lt;li&gt;Fixed Disposition display for MS team calls.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;RingDNA Communications Hub:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Resolved favorite records and new UI behavior issues.&lt;/li&gt;
&lt;li&gt;Fixed mobile view and custom greeting recording.&lt;/li&gt;
&lt;li&gt;Enhanced mobile interface for Call Tools and Call Rating.&lt;/li&gt;
&lt;li&gt;Resolved continuous update popup and Hold Music file issues.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Conversation AI:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Stabilized interface during tab switches.&lt;/li&gt;
&lt;li&gt;Fixed 500 error in Account Settings.&lt;/li&gt;
&lt;li&gt;Made CAI app accessible for all users.&lt;/li&gt;
&lt;li&gt;Improved &amp;ldquo;View More&amp;rdquo; button functionality in CAI Summary.&lt;/li&gt;
&lt;li&gt;Addressed call listing issues in analytic application.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;To vote on and submit new feature ideas, go &lt;a href="https://app.revenue.io/"target="_blank" rel="noopener"&gt;here&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;If you love how we&amp;rsquo;re innovating on our products, help us spread the word by leaving a 5-star review on &lt;a href="https://www.g2.com/products/ringdna/reviews/start?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fringdna%2Ftake_survey"target="_blank" rel="noopener"&gt;G2&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;! As a thank you for your time, we&amp;rsquo;ll send you a $25 Amazon gift card. Just send your approved review link to &lt;a href="mailto:reviews@revenue.io"&gt;reviews@revenue.io&lt;/a&gt; to receive your gift card.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: September 28th 2023</title><link>https://support.revenue.io/releases/revenueio-product-updates-9-28-2023/</link><pubDate>Thu, 28 Sep 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-9-28-2023/</guid><description>
&lt;p&gt;&lt;img src="img/0-product-updates-email-banner-1200x500-A.jpg" alt="0-product-updates-email-banner-1200x500-A.jpg" loading="lazy" /&gt;&lt;/p&gt;
&lt;h1&gt;&lt;span class="wysiwyg-underline"&gt;Generally Available&lt;/span&gt;&lt;/h1&gt;&lt;p&gt;&lt;span class="wysiwyg-font-size-medium"&gt;&lt;em&gt;Features available to all customers based on Licensing.&lt;/em&gt;&lt;/span&gt;&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;### &lt;span&gt;The Coach Button Moved in RingDNA&lt;/span&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;span&gt;We heard you! Many users reported that the previous &amp;ldquo;Coach&amp;rdquo; button placement next to the Call Tools icon led to accidental clicks. &lt;/span&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;span&gt;In our commitment to an optimal user experience, we&amp;rsquo;ve now repositioned the &amp;ldquo;Coach&amp;rdquo; button to the bottom/last spot in the right-hand navigation bar. This redesign ensures intuitive navigation, reduces errors, and streamlines communication flow.&lt;/span&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;a href="https://support.revenue.io/ringdna/inbound-and-outbound-dialing/flagging-a-call-for-coaching/"&gt;Support Article&lt;/a&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;img src="img/screenshot-2023-09-28-at-121128-pmpng.png" alt="Screenshot 2023-09-28 at 12.11.28 PM.png" loading="lazy" /&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h3&gt;&lt;span class="wysiwyg-underline"&gt;&lt;span&gt;Additional Feature Updates&lt;/span&gt;&lt;/span&gt;&lt;span class="hx:absolute hx:-mt-20" id="additional-feature-updates"&gt;&lt;/span&gt;
&lt;a href="#additional-feature-updates" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;&lt;strong&gt;&lt;span&gt;Conversation AI&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;span&gt;Filter naming conventions have been updated to &amp;ldquo;Conversation&amp;rdquo; instead of &amp;ldquo;Call&amp;rdquo;&lt;/span&gt;&lt;/li&gt;
&lt;li&gt;&lt;span&gt;UX update to the advanced search filter Counter&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;span&gt;ringDNA Communication Hub&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;span&gt;Updated &amp;ldquo;back to top&amp;rdquo; button design&lt;/span&gt;&lt;/li&gt;
&lt;li&gt;&lt;span&gt;Improved user experience for expanded width view &lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;&lt;span&gt;Calendar&lt;/span&gt;&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;span&gt;Improve error message when user has no Scheduling Pages created&lt;/span&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h1&gt;&lt;span class="wysiwyg-text-align-center wysiwyg-underline"&gt;Beta Features&lt;/span&gt;&lt;/h1&gt;&lt;p&gt;&lt;span&gt;&lt;span class="wysiwyg-font-size-medium"&gt;&lt;em&gt;Available to customers who are participating in the associated early access programs.&lt;/em&gt;&lt;/span&gt;&lt;/span&gt;&lt;/p&gt;
&lt;table&gt;
&lt;thead&gt;
&lt;tr&gt;
&lt;th&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;/thead&gt;
&lt;tbody&gt;
&lt;tr&gt;
&lt;td&gt;### &lt;span&gt;Your Insights are Invaluable! 🌟&lt;/span&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;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.&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td&gt;&lt;img src="img/screenshot-2023-09-28-at-13006-pmpng.png" alt="Screenshot 2023-09-28 at 1.30.06 PM.png" loading="lazy" /&gt;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;
&lt;/table&gt;
&lt;h1&gt;&lt;span class="wysiwyg-text-align-center wysiwyg-underline"&gt;v283 Bug Fixes&lt;/span&gt;&lt;/h1&gt;&lt;p&gt;&lt;strong&gt;Conversation AI:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;MS Teams calls sometimes missing from Conversation AI listings.&lt;/li&gt;
&lt;li&gt;Issues processing short Zoom call recordings.&lt;/li&gt;
&lt;li&gt;Incorrect user lists in Video Integrations for admins.&lt;/li&gt;
&lt;li&gt;Call Detail page&amp;rsquo;s Actions button remains active without sub-options.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Moments™:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Delay in recording transcript after participant joins.&lt;/li&gt;
&lt;li&gt;Interactions in the Teams app not being logged in Moments.&lt;/li&gt;
&lt;li&gt;Errors with conversation value and URL description.&lt;/li&gt;
&lt;li&gt;Supervisor notifications lingering post MS Teams call.&lt;/li&gt;
&lt;li&gt;Absence of a &amp;ldquo;meeting started&amp;rdquo; event for MS Teams.&lt;/li&gt;
&lt;li&gt;Validation errors despite providing the necessary phrases.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;RingDNA Communication Hub:&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Display issue with dialer screen and message records.&lt;/li&gt;
&lt;li&gt;Call Transfer mismatch in searched value and associated number.&lt;/li&gt;
&lt;li&gt;Visibility issue with &amp;ldquo;expand/collapse&amp;rdquo; icon.&lt;/li&gt;
&lt;li&gt;Miscellaneous layout and UI refinements.&lt;/li&gt;
&lt;li&gt;Dialer screen collapsing unexpectedly.&lt;/li&gt;
&lt;li&gt;Discrepancies in task sequencing and contact editing.&lt;/li&gt;
&lt;li&gt;Call flagging and Coach button post-call issues.&lt;/li&gt;
&lt;li&gt;&amp;ldquo;Call History &amp;gt; Load More&amp;rdquo; absent on mobiles.&lt;/li&gt;
&lt;li&gt;Display errors for Inbound/Outbound Multiline SMS.&lt;/li&gt;
&lt;li&gt;Incomplete data in Teams picklist.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;To vote on and submit new feature ideas, go &lt;a href="https://app.revenue.io/"target="_blank" rel="noopener"&gt;here&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;If you love how we&amp;rsquo;re innovating on our products, help us spread the word by leaving a 5-star review on &lt;a href="https://www.g2.com/products/ringdna/reviews/start?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fringdna%2Ftake_survey"target="_blank" rel="noopener"&gt;G2&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;! As a thank you for your time, we&amp;rsquo;ll send you a $25 Amazon gift card. Just send your approved review link to &lt;a href="mailto:reviews@revenue.io"&gt;reviews@revenue.io&lt;/a&gt; to receive your gift card.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: September 7th 2023</title><link>https://support.revenue.io/releases/revenueio-product-updates-september-2023/</link><pubDate>Thu, 07 Sep 2023 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-september-2023/</guid><description>
&lt;h2&gt;&lt;em&gt;&lt;strong&gt;Restyled Navigation in RingDNA Communications Hub&lt;/strong&gt;&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="restyled-navigation-in-ringdna-communications-hub"&gt;&lt;/span&gt;
&lt;a href="#restyled-navigation-in-ringdna-communications-hub" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;What&amp;rsquo;s New?&lt;span class="hx:absolute hx:-mt-20" id="whats-new"&gt;&lt;/span&gt;
&lt;a href="#whats-new" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;h3&gt;Why Was This Built?&lt;span class="hx:absolute hx:-mt-20" id="why-was-this-built"&gt;&lt;/span&gt;
&lt;a href="#why-was-this-built" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Revenue is continually investing in improvements to the user experience in the &lt;em&gt;RingDNA Communications Hub&lt;/em&gt;. As part of this larger effort, we have built a more modern and responsive navigation system.&lt;/p&gt;
&lt;h3&gt;How Does It Work?&lt;span class="hx:absolute hx:-mt-20" id="how-does-it-work"&gt;&lt;/span&gt;
&lt;a href="#how-does-it-work" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;When &lt;em&gt;RingDNA&lt;/em&gt; 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 &lt;em&gt;RingDNA&lt;/em&gt; is expanded, the navigation icons appear in their expanded/wide view with labels visible.&lt;/p&gt;
&lt;h4&gt;&lt;em&gt;Collapsed Navigation&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="collapsed-navigation"&gt;&lt;/span&gt;
&lt;a href="#collapsed-navigation" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h4&gt;&lt;p&gt;&lt;img src="img/1-Nav.png" alt="Collapsed Navigation" loading="lazy" /&gt;&lt;/p&gt;
&lt;h4&gt;&lt;em&gt;Expanded Navigation&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="expanded-navigation"&gt;&lt;/span&gt;
&lt;a href="#expanded-navigation" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h4&gt;&lt;p&gt;&lt;img src="img/2-Nav.png" alt="Expanded Navigation" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;&lt;em&gt;&lt;strong&gt;Additional Updates&lt;/strong&gt;&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="additional-updates"&gt;&lt;/span&gt;
&lt;a href="#additional-updates" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;Conversation AI&lt;span class="hx:absolute hx:-mt-20" id="conversation-ai"&gt;&lt;/span&gt;
&lt;a href="#conversation-ai" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;ul&gt;
&lt;li&gt;Add All option to the Relationship filter in the Coaching Details report&lt;/li&gt;
&lt;/ul&gt;
&lt;h3&gt;RingDNA&lt;span class="hx:absolute hx:-mt-20" id="ringdna"&gt;&lt;/span&gt;
&lt;a href="#ringdna" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;ul&gt;
&lt;li&gt;Updated &amp;ldquo;No Smart Number Found&amp;rdquo; Message&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;&lt;em&gt;&lt;strong&gt;BETA - Generative Follow-Up Emails&lt;/strong&gt;&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="beta---generative-follow-up-emails"&gt;&lt;/span&gt;
&lt;a href="#beta---generative-follow-up-emails" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;h3&gt;What&amp;rsquo;s New?&lt;span class="hx:absolute hx:-mt-20" id="whats-new-1"&gt;&lt;/span&gt;
&lt;a href="#whats-new-1" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;h3&gt;Why Was This Built?&lt;span class="hx:absolute hx:-mt-20" id="why-was-this-built-1"&gt;&lt;/span&gt;
&lt;a href="#why-was-this-built-1" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;h3&gt;How Does It Work?&lt;span class="hx:absolute hx:-mt-20" id="how-does-it-work-1"&gt;&lt;/span&gt;
&lt;a href="#how-does-it-work-1" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;Follow-up emails are already added to a user&amp;rsquo;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.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;This update introduces a new sub-nav item titled &amp;ldquo;Follow-Up Email&amp;rdquo; in the Generative section of a conversation.&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Within the sub-nab, a user can now view the email follow-up that has been generated for the conversation. &lt;em&gt;NOTE: If no conversation summary exists for a conversation, the section is hidden from the user.&lt;/em&gt;&lt;/li&gt;
&lt;li&gt;A user can expand the section if the follow-up email is longer than the maximum default height.&lt;/li&gt;
&lt;li&gt;From there, they can copy the e-mail via the text link, then paste, edit, and send the email to the intended recipients.&lt;/li&gt;
&lt;li&gt;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.&lt;/li&gt;
&lt;/ul&gt;
&lt;h4&gt;&lt;em&gt;Coversation Details Page with Follow-Up Email Tab Selected&lt;/em&gt;&lt;span class="hx:absolute hx:-mt-20" id="coversation-details-page-with-follow-up-email-tab-selected"&gt;&lt;/span&gt;
&lt;a href="#coversation-details-page-with-follow-up-email-tab-selected" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h4&gt;&lt;p&gt;&lt;img src="img/follow-up-email-tab.png" alt="Follow-Up Email Tab" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;To vote on and submit new feature ideas, &lt;a href="https://app.revenue.io/"target="_blank" rel="noopener"&gt;go here&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/em&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: May 1st 2022</title><link>https://support.revenue.io/releases/revenueio-product-updates-may-2022/</link><pubDate>Sun, 01 May 2022 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-may-2022/</guid><description>
&lt;h2&gt;Revenue.io Product Roadmap&lt;span class="hx:absolute hx:-mt-20" id="revenueio-product-roadmap"&gt;&lt;/span&gt;
&lt;a href="#revenueio-product-roadmap" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Another quarter is in the books for us at Revenue.io, and we wanted to give you a quick recap of the value we&amp;rsquo;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&lt;/p&gt;
&lt;iframe allowfullscreen="" frameborder="0" height="315" src="//fast.wistia.com/embed/iframe/hu9bmno2wy" width="560"&gt;&lt;/iframe&gt;
&lt;h2&gt;Features and value delivered in last quarter&lt;span class="hx:absolute hx:-mt-20" id="features-and-value-delivered-in-last-quarter"&gt;&lt;/span&gt;
&lt;a href="#features-and-value-delivered-in-last-quarter" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;More out-of-the-box insights. Building on our new &lt;a href="https://www.revenue.io/revenue-intelligence-for-salesforce"target="_blank" rel="noopener"&gt;Revenue Intelligence Package&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;, we dramatically improved the insights our customers have into their businesses.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Find conversations with keywords based on who mentioned it (any speaker, agent, or participant).&lt;/li&gt;
&lt;li&gt;Find the point in the conversation where a keyword was mentioned to understand the shape of the engagement.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Improved contextualization of automated coaching. In Moments™ we expanded our functionality to ensure the right reps have the right notifications at the right times.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Trigger Moments™ Notifications based on opportunity stage field values.&lt;/li&gt;
&lt;li&gt;Trigger Notifications based on lead fields and call direction&lt;/li&gt;
&lt;li&gt;Exclude users from receiving specific notifications&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Drive results with coaching behaviors. Moments™ now provides more support for behavioral-based notifications and the tools to track how behavior changes over time.&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Trigger Notifications based on rep behaviors such as talk speed and interruption rates.&lt;/li&gt;
&lt;li&gt;Track change in rep behaviors over time with notification compliance&lt;/li&gt;
&lt;li&gt;Drive playbook adherence with notifications checklists&lt;/li&gt;
&lt;/ul&gt;
&lt;h2&gt;Features and value on the roadmap for the coming quarter&lt;span class="hx:absolute hx:-mt-20" id="features-and-value-on-the-roadmap-for-the-coming-quarter"&gt;&lt;/span&gt;
&lt;a href="#features-and-value-on-the-roadmap-for-the-coming-quarter" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Everything we do is to help our customers grow. Our active product development investments fall into three themes:&lt;/p&gt;
&lt;p&gt;Drive Coaching Performance: Provide tools to engage sellers and help guide them to success.&lt;/p&gt;
&lt;p&gt;The largest area of investment for Q2 is in our coaching functionality. We&amp;rsquo;re investing in additional integrations so you get deeper conversation analytics along and the functionality of Moments™ in video meetings. This includes:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Develop Microsoft Teams integration&lt;/li&gt;
&lt;li&gt;Add individual user Moments™ Notifications&lt;/li&gt;
&lt;li&gt;Trigger Notifications based on Opportunity, Contact fields, and questions&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Enhance the Seller Experience: Maximize the productivity and success of every rep on your team.&lt;/p&gt;
&lt;p&gt;We always want to ensure sellers have the right info at their fingertips in real-time. This quarter, we&amp;rsquo;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:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Simplify the Sequence creation process&lt;/li&gt;
&lt;li&gt;Integrating native tasks in the Guided Selling Engage view&lt;/li&gt;
&lt;li&gt;Add A/B testing and bounce detection for Sequence emails&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Know What&amp;rsquo;s Working in Your Selling Motion: Deliver insights from data that are timely and actionable.&lt;/p&gt;
&lt;p&gt;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 &lt;a href="https://www.revenue.io/revenue-intelligence-for-salesforce"target="_blank" rel="noopener"&gt;Revenue Intelligence&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt; package, and providing clarity into activity associated with a rep&amp;rsquo;s ramp month. This includes:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Track success criteria for Sequences and attribute Sequence activity directly to revenue&lt;/li&gt;
&lt;li&gt;Expand logging of telephony fields to Salesforce&lt;/li&gt;
&lt;li&gt;Push Moments™ Notifications and Conversation Questions to Salesforce&lt;/li&gt;
&lt;li&gt;Develop new dashboards revolving around tracking and measuring new rep ramp time&lt;/li&gt;
&lt;/ul&gt;
&lt;hr&gt;
&lt;h1&gt;Content Spotlight&lt;/h1&gt;&lt;h2&gt;7 Habits of Highly Successful Salespeople&lt;span class="hx:absolute hx:-mt-20" id="7-habits-of-highly-successful-salespeople"&gt;&lt;/span&gt;
&lt;a href="#7-habits-of-highly-successful-salespeople" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;In the timeless words of Aristotle, &amp;ldquo;We are what we repeatedly do. Excellence, then, is not an act, but a habit.&amp;rdquo; The greatest salespeople have found this to be true.&lt;/p&gt;
&lt;p&gt;Closing deals and hitting quota isn&amp;rsquo;t merely about how much luck you have, but which habits you&amp;rsquo;re practicing every day. We&amp;rsquo;ve done the research, and can confidently say that highly successful salespeople have these seven habits in common.&lt;/p&gt;
&lt;p&gt;&lt;a href="https://knowledge.revenue.io/hubfs/Revenue-Infographics/revenue-infographic-7-habits-of-highly-successful-salespeople.pdf"target="_blank" rel="noopener"&gt;View the infographic (no form required)&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: January 1st 2022</title><link>https://support.revenue.io/releases/revenueio-product-updates-january-2022/</link><pubDate>Sat, 01 Jan 2022 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-january-2022/</guid><description>
&lt;p&gt;&lt;img src="https://lh5.googleusercontent.com/jZewezXvo-xHjLmymJW3amO914H7l1WCj1Xh8saMFMus0Jj3isbLP-B4WwTzyve3VxBTiQ32DbOpCG9_yURlrsL68f_LlmGvSgXx-DCBXdk3LciLV_JSuRlKfdZlq80Zufc2pF_a" alt="Calendar Integration" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;Get Revenue insights for every booked meeting with automatic Salesforce Event creation&lt;span class="hx:absolute hx:-mt-20" id="get-revenue-insights-for-every-booked-meeting-with-automatic-salesforce-event-creation"&gt;&lt;/span&gt;
&lt;a href="#get-revenue-insights-for-every-booked-meeting-with-automatic-salesforce-event-creation" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;A crucial part of a rep&amp;rsquo;s routine duties is booking meetings with buyers, and connecting that activity to relevant records in Salesforce is essential for tracking a customer&amp;rsquo;s journey.&lt;/p&gt;
&lt;p&gt;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&amp;rsquo;s calendar.&lt;/p&gt;
&lt;p&gt;To learn more, &lt;a href="https://support.revenue.io/calendar-booking/booking-experience/log-booked-calendar-events-to-salesforce/"&gt;read the support article here&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;Are these release notes helpful? Please let us know &lt;a href="https://docs.google.com/forms/d/e/1FAIpQLSd3GEu1ISK0xzosC0i7dvaZpekvryxFHKavw25KqKEoxv31Yw/viewform?usp=send_form"target="_blank" rel="noopener"&gt;here&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;!&lt;/p&gt;
&lt;p&gt;If you love how we&amp;rsquo;re innovating on our products, help us spread the word by leaving a 5-star review on &lt;a href="https://www.g2.com/products/ringdna/reviews/start?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fringdna%2Ftake_survey"target="_blank" rel="noopener"&gt;G2&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt; and the &lt;a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B4aUQEAZ"target="_blank" rel="noopener"&gt;Salesforce AppExchange&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;! As a thank you for your time, we&amp;rsquo;ll send you a $25 Amazon gift card.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: December 1st 2021</title><link>https://support.revenue.io/releases/revenueio-product-updates-december-2021/</link><pubDate>Wed, 01 Dec 2021 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-december-2021/</guid><description>
&lt;h2&gt;Deliver real-time guidance to international and non-English users with multi-language support&lt;span class="hx:absolute hx:-mt-20" id="deliver-real-time-guidance-to-international-and-non-english-users-with-multi-language-support"&gt;&lt;/span&gt;
&lt;a href="#deliver-real-time-guidance-to-international-and-non-english-users-with-multi-language-support" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;We&amp;rsquo;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&amp;rsquo;s Transcription Language in the Admin Console.&lt;/p&gt;
&lt;p&gt;Supported languages now include:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;English (US)&lt;/li&gt;
&lt;li&gt;English (Oceania)&lt;/li&gt;
&lt;li&gt;English (India)&lt;/li&gt;
&lt;li&gt;English (Great Britain)&lt;/li&gt;
&lt;li&gt;Spanish&lt;/li&gt;
&lt;li&gt;French&lt;/li&gt;
&lt;li&gt;Korean&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;To learn more, &lt;a href="https://support.revenue.io/conversation-ai/configuring-conversation-ai/language-support-in-conversation-ai-and-moments/#configuring-transcription-language"&gt;read this support article here&lt;/a&gt;&lt;/p&gt;
&lt;h2&gt;Manage and deliver relevant notifications to your team with extended Supervisor controls&lt;span class="hx:absolute hx:-mt-20" id="manage-and-deliver-relevant-notifications-to-your-team-with-extended-supervisor-controls"&gt;&lt;/span&gt;
&lt;a href="#manage-and-deliver-relevant-notifications-to-your-team-with-extended-supervisor-controls" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;Different teams have different uses for Moments™ by Revenue.io, and that&amp;rsquo;s why we allow Admins to set up team-specific notifications. Historically, only users with Admin licenses were able to manage Moments™ notifications.&lt;/p&gt;
&lt;p&gt;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&amp;rsquo;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.&lt;/p&gt;
&lt;p&gt;To learn more, &lt;a href="https://support.revenue.io/moments/getting-started-with-moments/accessing-moments/moments-console/"&gt;read this support article here.&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="https://lh4.googleusercontent.com/VPhs7zowlzPd8kU6_Ts2n-44IS4F22niVZscmlSb6Xl2UbI7cpNVZYvdl3igpX9OrPvNuAOxGjHkWjl0iHzCO1PneAIRcDyvXuaMRKa0Bo2J2e4x-dVuAI8Lutnow29bcB9kT3PZ" alt="Call Events Dashboard" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;Monitor and manage wait times in the Call Events Dashboard with enhanced analytics&lt;span class="hx:absolute hx:-mt-20" id="monitor-and-manage-wait-times-in-the-call-events-dashboard-with-enhanced-analytics"&gt;&lt;/span&gt;
&lt;a href="#monitor-and-manage-wait-times-in-the-call-events-dashboard-with-enhanced-analytics" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;There are many times reps need to put their customers on hold or go on mute (for example, when they&amp;rsquo;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.&lt;/p&gt;
&lt;p&gt;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:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Call Events (over time) - The average hold, mute, or recording pause time (in seconds) per call for the selected time range.&lt;/li&gt;
&lt;li&gt;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.&lt;/li&gt;
&lt;li&gt;Which Calls Have Long Hold Times? - A list of calls that were placed on Hold (calls sorted from longest hold time to shortest).&lt;/li&gt;
&lt;li&gt;Which Calls Have Long Mute Times? - A list of calls where the Mute button was clicked (calls sorted from longest mute time to shortest).&lt;/li&gt;
&lt;li&gt;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).&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;To learn more, &lt;a href="https://support.revenue.io/reports-and-dashboards/ringdna-admin-reports-and-dashboards/call-events-dashboard/"&gt;read this support article here&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;To vote on and submit new feature ideas, go &lt;a href="https://app.revenue.io/"target="_blank" rel="noopener"&gt;here&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;.&lt;/p&gt;
&lt;p&gt;If you love how we&amp;rsquo;re innovating on our products, help us spread the word by &lt;a href="https://www.g2.com/products/ringdna/reviews/start?return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fringdna%2Ftake_survey"target="_blank" rel="noopener"&gt;leaving a 5-star review&lt;svg class="hx:inline hx:rtl:rotate-270 hx:align-baseline" height="1em" aria-hidden="true" fill="none" stroke="currentColor" stroke-width="2" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg"&gt;
&lt;path d="m9.1716 7.7574h7.0711m0 0v7.0711m0-7.0711-8.4853 8.4853" stroke-linecap="round" stroke-linejoin="round"/&gt;
&lt;/svg&gt;&lt;/a&gt;! As a thank you for your time, we&amp;rsquo;ll send you a $25 Amazon gift card.&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: March 7th 2020</title><link>https://support.revenue.io/releases/revenueio-product-updates-march-2020/</link><pubDate>Sat, 07 Mar 2020 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/revenueio-product-updates-march-2020/</guid><description>
&lt;h2&gt;SMS Messaging Defaults&lt;span class="hx:absolute hx:-mt-20" id="sms-messaging-defaults"&gt;&lt;/span&gt;
&lt;a href="#sms-messaging-defaults" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Product&lt;/strong&gt;&lt;br&gt;
Intelligent Dialer / SMS&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Impacted users&lt;/strong&gt;&lt;br&gt;
Agents&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Feature/Benefit&lt;/strong&gt;&lt;br&gt;
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.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Availability&lt;/strong&gt;&lt;br&gt;
Global&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Pricing and Packaging&lt;/strong&gt;&lt;br&gt;
Included in base dialer license&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Set Up&lt;/strong&gt;&lt;br&gt;
No setup required&lt;/p&gt;
&lt;p&gt;&lt;img src="https://ringdna--c.na173.content.force.com/servlet/rtaImage?eid=ka05x0000001YO4&amp;amp;feoid=00N5x00000Ef8WR&amp;amp;refid=0EM5x000001Em0G" alt="Screenshot of Intelligent Dialer SMS" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;CAI Library React Enhancement&lt;span class="hx:absolute hx:-mt-20" id="cai-library-react-enhancement"&gt;&lt;/span&gt;
&lt;a href="#cai-library-react-enhancement" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Product&lt;/strong&gt;&lt;br&gt;
ConversationAI React Framework Upgrade&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Impacted users&lt;/strong&gt;&lt;br&gt;
All CAI Personas&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Feature/Benefit&lt;/strong&gt;&lt;br&gt;
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.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Availability&lt;/strong&gt;&lt;br&gt;
Global&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Pricing and Packaging&lt;/strong&gt;&lt;br&gt;
Included in base conversationAI license&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Set Up&lt;/strong&gt;&lt;br&gt;
No setup required&lt;/p&gt;
&lt;p&gt;&lt;img src="https://ringdna--c.na173.content.force.com/servlet/rtaImage?eid=ka05x0000001YO4&amp;amp;feoid=00N5x00000Ef8WR&amp;amp;refid=0EM5x000001Em0L" alt="CAI Library React Enhancement screenshot" loading="lazy" /&gt;&lt;/p&gt;
&lt;h2&gt;Open and Reply Email Notifications&lt;span class="hx:absolute hx:-mt-20" id="open-and-reply-email-notifications"&gt;&lt;/span&gt;
&lt;a href="#open-and-reply-email-notifications" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Product&lt;/strong&gt;&lt;br&gt;
Sequence - Chrome Notifications&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Impacted users&lt;/strong&gt;&lt;br&gt;
Agents&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Feature/Benefit&lt;/strong&gt;&lt;br&gt;
The moment a Sequence email is opened or replied, Sequence users will receive a chrome notification alerting them to a Sequence participant&amp;rsquo;s engagement&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Availability&lt;/strong&gt;&lt;br&gt;
Global&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Pricing and Packaging&lt;/strong&gt;&lt;br&gt;
Included in base Sequence license&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Set Up&lt;/strong&gt;&lt;br&gt;
No setup required&lt;/p&gt;
&lt;p&gt;&lt;img src="https://ringdna--c.na173.content.force.com/servlet/rtaImage?eid=ka05x0000001YO4&amp;amp;feoid=00N5x00000Ef8WR&amp;amp;refid=0EM5x000001Em0Q" alt="Sequence - Open and Reply Email Notifications" loading="lazy" /&gt;&lt;/p&gt;</description></item><item><title>Revenue.io Product Updates: November 30th 2019</title><link>https://support.revenue.io/releases/ringdna-release-notes-11-30-2019/</link><pubDate>Sat, 30 Nov 2019 00:00:00 +0000</pubDate><guid>https://support.revenue.io/releases/ringdna-release-notes-11-30-2019/</guid><description>
&lt;h2&gt;ringDNA v216/v217 Release Notes&lt;span class="hx:absolute hx:-mt-20" id="ringdna-v216v217-release-notes"&gt;&lt;/span&gt;
&lt;a href="#ringdna-v216v217-release-notes" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h2&gt;&lt;p&gt;&lt;strong&gt;Release Date:&lt;/strong&gt; November 30, 2019&lt;/p&gt;
&lt;h3&gt;Features&lt;span class="hx:absolute hx:-mt-20" id="features"&gt;&lt;/span&gt;
&lt;a href="#features" class="subheading-anchor" aria-label="Permalink for this section"&gt;&lt;/a&gt;&lt;/h3&gt;&lt;p&gt;&lt;strong&gt;Web Leads: &amp;ldquo;Newest Leads&amp;rdquo; now displayed first by default&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Previously, when users opened the Web Leads tab within the Softphone, the default sort order of leads was set to &amp;ldquo;Oldest Leads.&amp;rdquo; 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.&lt;br&gt;
Based on feedback we&amp;rsquo;ve received, this logic has been changed to instead display the &amp;ldquo;Newest leads&amp;rdquo; as the active filter selected by default. This change will instead promote agents to call the&lt;em&gt;freshest&lt;/em&gt;leads 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.&lt;/p&gt;
&lt;p&gt;&lt;img src="https://ringdna--c.na173.content.force.com/servlet/rtaImage?eid=ka05x0000001YOU&amp;amp;feoid=00N5x00000Ef8WK&amp;amp;refid=0EMf2000000euUt" alt="Web Leads: “Newest Leads” now displayed first by default" loading="lazy" /&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Web Leads: workflow improvements&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Background&lt;/strong&gt;&lt;br&gt;
The&lt;em&gt;Web Leads&lt;/em&gt;product 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).&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;What problem does this solve?&lt;/strong&gt;&lt;br&gt;
Previously, we were only updating the&lt;em&gt;Web Leads&lt;/em&gt;checkbox in Salesforce for calls made&lt;em&gt;from&lt;/em&gt;the&lt;em&gt;&lt;strong&gt;Web Leads&lt;/strong&gt;&lt;/em&gt;tab&lt;strong&gt;in the Softphone. If a call was initiated from a&lt;/strong&gt;&lt;em&gt;Contact&lt;/em&gt;&lt;strong&gt;in the Softphone or via&lt;/strong&gt;&lt;em&gt;Click-to-call&lt;/em&gt;&lt;em&gt;&lt;em&gt;in Salesforce, that action was&lt;/em&gt;not&lt;/em&gt;unchecking the&lt;em&gt;Web Leads&lt;/em&gt;field box. This problem has been resolved with this release. Users may now initiate calls via&lt;em&gt;any&lt;/em&gt;of the following routes and the&lt;em&gt;Web Leads&lt;/em&gt;field checkbox in Salesforce will be properly unchecked:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Clicking on the&lt;em&gt;&lt;strong&gt;call&lt;/strong&gt;&lt;/em&gt;icon&lt;strong&gt;of a&lt;/strong&gt;&lt;em&gt;Web Lead&lt;/em&gt;&lt;strong&gt;record&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;Clicking on a record in Salesforce via&lt;em&gt;&lt;strong&gt;Click-to-call&lt;/strong&gt;&lt;/em&gt;&lt;/li&gt;
&lt;li&gt;Clicking on the&lt;em&gt;&lt;strong&gt;call&lt;/strong&gt;&lt;/em&gt;icon&lt;strong&gt;of an individual&lt;/strong&gt;&lt;em&gt;Contact&lt;/em&gt;&lt;strong&gt;in the Softphone&lt;/strong&gt;&lt;/li&gt;
&lt;/ol&gt;
&lt;p&gt;&lt;strong&gt;Click-to-Call: Added support Click-to-Call for Vietnam and Philippines numbers with updated phone number lengths&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;The ringDNA Softphone was not previously allowing users to&lt;em&gt;Click-to-call&lt;/em&gt;from valid phone numbers due to recent updates to the length of phone numbers being used in&lt;strong&gt;Vietnam&lt;/strong&gt;and the&lt;strong&gt;Philippines&lt;/strong&gt;. To accommodate these countries&amp;rsquo; new phone number formats, we have updated our Softphone to detect valid numbers with 10 and 8 digit phone numbers.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Vietnam&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Old format - 11-digit mobile phone numbers&lt;/li&gt;
&lt;li&gt;New format - 10-digit mobile phone numbers&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;&lt;strong&gt;Philippines&lt;/strong&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;Old format - 7-digit phone numbers&lt;/li&gt;
&lt;li&gt;New format - 8-digit phone numbers&lt;/li&gt;
&lt;/ul&gt;</description></item></channel></rss>