Skip to content

Revenue.io Product Updates: May 2026

We’re shipping several improvements designed to make your workflow faster and more flexible. From mobile-friendly conversation records and dialer reliability to smarter opportunity linking and tighter integrations, this release focuses on getting you to insights quicker.

Conversation AI

Review Conversations on the Mobile Devices

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’re on the go. Simply open the Revenue App on your phone’s browser to get started.

Learn more about Conversations

Conversation record page on mobile web
Inbox on mobile web

Get Notified When Calls are Processed

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.

Learn more about managing Conversation AI notifications

Inbox notification settings
Email call processed notification

Configure Notifications: Click Settings → Inbox Setup → Notification Settings

Consolidated Conversation AI Transcript

The transcript in Conversation AI now has transcript, keywords, questions, and annotations consolidated into one view.

Transcript on conversation record page

Merged Public and Private Saved Search Pages

Find your saved searches faster. Public and private searches now live in one place with a type filter to sort them.

  • Single Saved Searches section in Conversations navigation
  • Filter by “All Types,” “Public,” or “Private”
  • Expand any row to see search criteria without running it
  • Different actions available for owned vs. public searches
  • “Shared with Me” searches remain accessible from Inbox

Learn more about viewing saved searches

Saved Searches in nav

Revenue Intelligence

Smarter Opportunity Automation

Opportunity linking just got more reliable. We’ve updated Auto Link Opportunities to use Salesforce’s built-in closed status instead of stage names.

  • Auto link now uses isClosed field instead of stage name matching
  • Works with your custom stage names
  • Applies to all three auto-link strategies: most recent activity, next close date, and most recently created
  • Covers both audio and video conversations

Requirements: Admin access to Account Settings. Configure under Settings → Account Management → Opportunity Automation

Revenue.io Intelligent Dialer

Custom User Status Increments

Admins can configure a broader range of time increment options for custom user statuses.

Learn more about customizing user statuses

Dialer and Call Handling

We addressed several dialer and call handling edge cases:

  • Queue calls incorrectly showed Decline when agent rejection was disabled
  • End Call button sometimes greyed out and required a page reload
  • User status reset to Available while Busy, after wrap-up timer expiration and browser reload
  • Call flow calls transferred via a “Dial” step to an external number logged as abandoned
  • Stale empty conversation summaries appeared in the dialer after Generative AI output was ready

Supervisor Insights Access

Supervisors who lost access to certain reports in Insights have been restored.

Revenue AI

Automatic Provisioning of Revenue AI Features

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.

Learn more about managing Revenue AI licenses

Salesforce Integration

Security Hardening

We enabled a 30-day limit on refresh token validity and IP restrictions to tighten Salesforce integration security.