Release Notes

Reevo now accurately attributes engagement activities to the appropriate accounts and opportunities, handling historical data and CRM record changes better.

Moving forward, all engagement activities should be associated to the correct CRM entity accurately and naturally. Please provide feedback if you encounter problems!

Finally - Small UI enhancements have also been introduced on the activity timeline to indicate the information source associated with specific activities.

Admins and reps can now build or update pipelines via chat with Ask Reevo. Use prompts from a description or guided step by step guidance.

Ask Reevo can now create and update your pipeline through simple conversational prompts or step-by-step guidance.

Describe what you want or need to Ask Reevo, refine the conversations, and it will ask you questions to understand how to best configure your pipeline updates.

See who changed any custom field, what the new value is, and when changes occurred. This provides full audit coverage for edits by rep, Ask Reevo, workflows, and AI suggestions.

Now you can capture snapshots of workflows automatically. Browse the full history, rename snapshots, view past versions, and split off previous states into new workflows or drafts.

This new workflow layout allows you to view workflows through a cleaner canvas with a new side panel and easier navigation between workflows, versions, and runs.

Major changes:

• The Production / Draft toggle is gone. Move between production and draft via the banner at the top of the canvas and the version history side panel.
• Ask Reevo compatibility with the AI workflow builder is coming soon.

Refresh on Workflows here in the Knowledge Base.

Customers can now see who changed any custom field, what the new value is and when it was changed. This includes full audit coverage for edits by reps, Ask Reevo, workflows, and AI suggestions.

This means to can view who changed a field, to what value, and at what time.

Learn more about Custom Fields here.

Workflows can now DM users directly in Slack and round-robin route work across teams, making it easier to keep reps in the loop while distributing tasks automatically.

This keeps workloads balanced and the team abreast of business needs as they surface in real time.

This allows you to automatically distribute work across teams. Select a group of users, and each time the workflow runs, it will assign tasks to the next person on the list — so everyone gets an even share of the workload.

Admins can now connect up to 50 outbound sending mailboxes at once with a single CSV upload. Set warmup and sending rules for the whole batch, and see pricing before they commit.

• Upload a CSV to connect mailboxes in bulk — download a ready-to-fill template, drop it back in, and connect up to 50 mailboxes in a single import.
• Set warmup and sending rules once for the whole batch — pick the owner, warmup, sending quota, and send delay, and they apply to every mailbox in the upload.

New Meeting Created, Updated, Started, and Ended triggers let teams build workflows that fire on meeting events with filters by Contact, Account, Opportunity, Event Scheduler, and more.

The renewed Prospecting experience gives reps a cleaner, faster way to find and engage new leads.

Whats available now:

• Faster search: Results load immediately, no more waiting for batch fetches or hitting "Show All"
• Ask Reevo language simplified: Describe who you're looking for in plain language, let Reevo translate it into filters
• Saved and recent searches: Revisit past searches from a clearly organized home screen easily

Previously, Reports used only calendar months. Now we have more options for you.

Admins can configure a custom fiscal year start month so reports show fiscal periods (FY, FQ1, FQ2, etc.) instead of calendar quarters, with formatting carrying through to exports.

How to access: (Settings > Reporting, admin-only).

Reevo now does additional research to get more personalized information related to your prospects and meetings.

AI-generated meeting prep and post-meeting summaries now include source citations, so reps and customers can trust and verify every claim.

We have released a new admin level setting for phone call recording disclaimers

Admins can now enable a "this call is being recorded" disclaimer with custom text-to-speech that plays for the external participant, on both inbound and outbound direct dial calls.

Where to find it: Settings -> Dialer (for admins)

Ask Reevo can now generate a scheduling link inside the email drafting workflow. This means you can now include booking links in follow ups!

Use this to improve followups and book followups faster with your team.

Ask Reevo can now look through past conversations for information, so representatives get answers grounded in the team's actual discussion history.

This means you can now search universally with Ask Reevo to get insights across accounts and the sales team.

See more here for steps and how to give feedback.

Users can now create and edit custom fields directly on any standard or custom object easily, with no engineering support needed.

New capabilities:

• Build and edit custom fields directly on any standard or custom object (with the exception of computed / rollup fields).
• Move faster with insights from Bulk Meeting Analysis to see across your portfolio.

Access all these via Ask Reevo!

Reps and customers now get automatic Slack and email alerts when a recording bot fails to join a meeting, so missed recordings can be caught and fixed quickly.

Whenever a bot fails to join a meeting due to permission issues, configuration settings, or host-related issues, Reevo will automatically send a Slack & email notification with details about the failure.