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Release Notes

Company Insights in Chrome Extension

Get company context directly on the website you’re visiting

  • Research without switching tabs: Open Reevo’s panel on a company website to see details such as its description, industry, and employee count.
  • See what’s already in your CRM: When a company is already in Reevo, the panel shows the existing account so you can reference it as you browse.
  • Discover and save new companies: Explore similar companies and add a new company to Reevo directly from the panel.

Update to Chrome extension version 2.3.19 or later, then enable “Show Reevo on company websites” in the extension settings. Chrome will ask for permission to access the sites you visit.

Mobile Meeting Reminders

Mobile Meeting Reminders

  • Stay ahead of your schedule: Receive mobile reminders for upcoming internal and external meetings with at least one other participant. All-day and canceled events are excluded.
  • Check recording status at a glance: See whether a recording bot is scheduled, isn’t scheduled, or the meeting has no video link. Tap the notification to open the meeting details.
  • Choose your reminder timing: Get notified 2, 5, 10, 15, or 30 minutes before a meeting, with a default of 2 minutes.

Manage reminders under Settings → Notifications in the mobile app or through your web notification settings, and allow Reevo notifications in your phone settings.

Dark Mode

Choose the experience that works best for how you work

  • Switch between light and dark themes: Reevo now supports both display modes, giving you more control over the platform's look.
  • Match your system automatically: Select the system setting and Reevo will follow your device’s current appearance preference.
  • Change modes whenever you want: Toggle between light, dark, and system settings based on your environment or personal preference.

Whether you prefer a brighter interface or a darker workspace, Reevo can now match the way you like to work.

Desktop App Improvements

Capture more meetings and stay closer to the conversation without cluttering your screen

  • Record meetings in 90+ languages: Local recording now supports multilingual transcription, so teams can capture conversations across a much broader range of languages.
  • Chat with meeting context in real time: Ask Reevo works before, during, and after meetings, giving you fast access to relevant context, questions, and follow-up without waiting until the conversation ends.
  • Stay present with a quieter desktop experience: A redesigned interface, menu bar controls, floating widget, and meeting-start detection make it easier to record and work alongside meetings without the app getting in the way.

The Reevo desktop app, available for macOS, is now built to feel lighter while doing more in the background. Capture conversations, access AI assistance in the moment, and move from meeting to follow-up with less friction.

Smarter, More Secure Files

Find, save, organize, and share customer files with more control

  • Control access to every file: Files are now private by default, with new sharing controls for specific teammates or your entire organization. A dedicated My files view also makes it easy to focus on your files.
  • Search and work with files through Ask Reevo: Every uploaded file gets an AI-generated description and can be searched by its contents from any Ask Reevo conversation. You can also @mention files in chat or start a conversation directly from a file preview.
  • Save and share without creating a mess: Ask Reevo can proactively save generated files, connect them to their source conversation and CRM records, and update existing files instead of creating duplicates. Share links now stay active indefinitely, include richer previews, and can be created directly through Ask Reevo.

The Files page is now more than a place to store uploads. It gives teams a secure, searchable workspace for customer context that Ask Reevo can find, use, update, and share as needed.

Phone Number Feedback

Flag bad phone numbers, remove them from your data, and help Reevo find better replacements

  • Tell Reevo what went wrong: When a phone number is incorrect or unusable, choose a specific reason so Reevo can capture the feedback instead of simply deleting the number.
  • Control what happens next: Remove the number from just that contact, vote to suppress it system-wide so it doesn’t keep resurfacing through enrichment, or ask Reevo to find a replacement.
  • Replace bad data automatically: If you choose Find a new number, Reevo immediately starts a new enrichment run and adds the replacement to the contact once it’s found.

Phone number feedback turns bad data into a signal Reevo can learn from. Clean up the contact, prevent repeat issues, and get a better number without starting over.

Recording Health Reports

See how much of your sales conversation data Reevo is capturing, and what’s getting missed

  • Monitor recording coverage: See the percentage of sales meetings captured over the past month, along with a clear breakdown of recorded versus missed conversations.
  • See where recordings land: Understand which accounts and contacts are recorded most often, so you can spot where important customer context may be missing.
  • Find and fix recording gaps: Reevo surfaces the most common reasons meetings weren’t recorded, such as the bot getting stuck in the waiting room or never joining the call, with guidance on how to resolve each issue.

Recording health reports make it easier to catch gaps before valuable meeting context disappears. See what’s being captured, understand what’s being missed, and take the right steps to improve recording coverage.

Mobile App Upgrades

Do more with Ask Reevo and your CRM wherever work takes you

  • Give Ask Reevo more context on the go: @mention accounts, contacts, opportunities, and other CRM records directly in mobile chat, or type / to reference Ask Reevo skills without leaving the conversation.
  • Create CRM records from anywhere: Add new accounts, contacts, and opportunities directly from the mobile app when you need to capture something in the moment.
  • Get to useful prompts faster: Dynamic suggestion cards surface relevant prompt shortcuts you can launch with a tap, cutting down on typing and helping you get more from Ask Reevo on mobile.

Whether you’re between meetings, traveling, or away from your laptop, Reevo mobile now makes it easier to ask, act, and keep your CRM current from wherever you are.

AI Workflow Builder

Build and refine automations by describing what you want in plain English

  • Create complete workflows from a prompt: Describe the process you want to automate, and Reevo can generate the trigger, actions, conditions, branches, delays, and other workflow logic for you using 40+ node types and 30+ triggers.
  • Edit workflows by chatting: Ask Reevo to add a delay, change a channel, update an action, or rename a step without manually rebuilding the flow.
  • Experiment with full undo and redo: Revert individual AI edits, step backward or forward through your workflow history, or return to an earlier version whenever you need to. Every AI-generated workflow starts as an editable draft and stays inactive until you choose to launch it.

Go from an idea to a working automation without clicking through node menus step by step. Build faster, iterate conversationally, and experiment without worrying about losing a working version.

CRM Hygiene Suggestions

Review and act on AI-powered CRM cleanup from one centralized workspace

  • See every pending suggestion in one place: The new CRM Hygiene page brings suggestions across records into a single queue, grouped by record with suggestion counts and types visible at a glance.
  • Review the context behind every change: Each suggestion shows what Reevo wants to update, why it’s recommending the change, the confidence level, and the supporting email, meeting, or call.
  • Work through cleanup faster: Filter by suggestion type, search by record, accept or reject in one click, bulk-clear suggestions, and switch between Pending, Accepted, and Rejected views.

Instead of reviewing CRM suggestions one record at a time, teams can now manage data hygiene from a single workspace. The same review experience is also available directly from individual records when you need more context.

Merge Branches in Workflows

Bring split workflow paths back together without rebuilding the same steps again and again

  • Rejoin multiple paths into one: After a Condition node sends records down different branches, Merge Branches lets those paths converge into a single shared workflow path.
  • Carry the right values forward: Define outputs inside the merge and map a value from each branch to a single downstream variable, so later steps don't need separate logic for every possible path.
  • Build safer downstream logic: After a merge, Reevo surfaces only variables guaranteed to exist at runtime, while Condition nodes now suggest only values available before the split.

Instead of duplicating the same follow-up steps under every branch, teams can build them once after the merge. That keeps complex workflows cleaner, easier to maintain, and less likely to drift out of sync.

HTML Blocks in Notes

Save richer Ask Reevo outputs without losing what makes them useful

  • Add live HTML directly to notes: Notes now support a first-class HTML block, giving you a richer way to capture and display content alongside your existing notes.
  • Keep Ask Reevo artifacts interactive: Save charts, dashboards, and other artifacts from Ask Reevo directly into a note without flattening them into plain text. Interactive elements stay interactive.
  • Save or insert in seconds: Use Save to note on any Ask Reevo artifact, or type /html inside a note to add an HTML block manually.

Your notes can now hold more than static text. Save the outputs you create with Ask Reevo and revisit them later in the same rich, interactive format.

Auto CRM Suggestions for Ad-Hoc Meetings

Connect unscheduled conversations to the right CRM records automatically

  • Identify who was in the conversation: For ad-hoc meetings without a linked calendar event, Reevo uses AI to analyze the transcript and identify the contacts and accounts most likely involved.
  • Get relevant CRM suggestions automatically: Instead of manually searching for the right records, Reevo surfaces suggested contacts and accounts based on the conversation context.
  • Keep more meeting context connected: Attach ad-hoc conversations to the right CRM entities so notes, summaries, and follow-up context don’t get stranded outside the customer record.

Whether a conversation starts from desktop or mobile, Reevo can now help connect it back to the CRM, even when there was no calendar invite to work from.

Intelligent Deduplication

Detect, review, and resolve duplicate CRM records before they create bigger data problems

  • Find duplicates automatically: Reevo continuously scans accounts and contacts in the background to surface records that appear to represent the same person or company.
  • Review and merge with confidence: Manage potential duplicates from a dedicated Data Integrity page, review matching records, and automatically merge records that meet your criteria.
  • Define your own duplicate rules: Create custom rules for how Reevo identifies duplicates and configure auto-merge behavior around the data standards that matter to your team.

This gives teams an always-on layer of CRM hygiene without relying on manual cleanup. Catch duplicate records earlier, resolve them faster, and keep your customer data more trustworthy as it grows.

Sequence Performance Agent

Turn sequence performance data into daily, actionable recommendations

  • Promote winning variants faster: Reevo scans your A/B sequence steps daily and flags inactive variants that clearly outperform the active version, so you can switch to the winner in one click.
  • Improve email copy with AI: Active email variants are scored for copy quality, with stronger rewrite suggestions surfaced when Reevo spots an opportunity to improve the message.
  • Review recommendations in one place: Suggestions appear in the Connect → Performance tab and Command Center, while copy recommendations also show directly on the relevant email step.

Instead of manually digging through A/B test results and rewriting underperforming emails, teams get a daily stream of recommendations they can review, accept, or dismiss.

Every workflow. Full context. Compounding results.

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