Release Notes

Workflows can now be designed to automatically enroll or unenroll prospects from sequences, enabling more sophisticated sequence automation based on CRM triggers.

Get the full run down on sequence enrollment here.

Admins and users now have granular control over meeting recording with organization and user level settings.

Get exactly the recording behavior you want.

Access this new feature by clicking through: Settings -> Meetings tab -> Organization.

Learn more here.

Skills are now live, use this to teach Ask Reevo reusable instructions so it handles repetitive tasks the way you prefer.

Administrators can now create Skills at the organizational level.

How it works:
1. Admin creates a Skill and sets visibility to "Organization"
2. The skill shows up in the Organization Skills tab for everyone
3. Team members who want a tweaked version click "Customize for me" — Ask Reevo helps them create a personal override
4. Administrators can delete the override anytime to go back to the organizational version

Learn more here in our Knowledge Base.

"What happened to the pipeline?" is the #1 question in every board meeting. Without this, teams either don't know what changed or spend hours reconciling in spreadsheets.

You can now view data to easily attribute changes to opportunities.

Learn more here.

Reps can now CC additional email addresses on outbound emails sent through Reevo, giving stakeholders better visibility on customer conversations.

What's new?

• CC in sequence email steps: add CC recipients when configuring email steps in a sequence.
• CC in manual task composer: when drafting emails from manual tasks, you can add additional CC’d recipients.
• CC in email templates: save CC’d recipients directly on email templates, so they carry over automatically when the template is used in sequence steps.
• CC reply guard: replies from CC’d recipients won’t affect reply stats or terminate the sequence — only replies from the TO recipient will.

• 5 new templates for lifecycle stages, automating updating account and contact stages based on things like activities, opportunity updates, and more
  • This will help customers automate stage movements
• 3 new nodes: Move Account Stage, Move Many Account Stages, and Move Many Contact Stages
  • We previously had only released Move Contact Stage and Move Opportunity Stage

Super new!

• Undo/redo functionality: tracking all changes when building a workflow, and auto-navigating users to the change in graphs

Read more here.

Ask Reevo now has the ability to update step content as add/remove steps of existing sequences.

For email steps specifically, you can review the changes Ask Reevo will make to the email content before approving, it will show you the current and proposed emails as well as the difference between the options.

• Clickable Record Names: Name fields in reports are now clickable on their own to open the record in the side drawer, so reps no longer need to add a noisy ID column just to navigate to a record. Demo link.
• Reorderable Drill-Through Columns: Columns in the drill-through modal, and that order persists across all chart segments in the same report. Demo link.
• Improved Empty State: Table headers now appear even when a report returns no data, making it easy to tell apart a zero-result filter from a loading error. Before, it was hard to tell if a report wasn't loading because there was no underlying data (e..g no records met the filters) vs. if there was a loading error

Sequence authors can now insert CRM custom fields like ICP Tier or Industry as personalization variables in email templates, and they resolve automatically at send time just like standard variables.

• Custom fields in the variable picker: Click { } in the email editor → custom fields appear under Contact and Account groups alongside standard fields.
• Drill-down picker redesign: Variable picker now shows category groups with counts → click to drill in → scoped search within each group.
• Chip click picker: Click any variable chip in the editor to swap it for a different variable using the same grouped picker.
• CSV import overwrite warning: Importing a CSV that overwrites custom fields used in active sequences shows affected sequences and requires confirmation.
• Contact/account edit warning: Editing a custom field on a contact or account in an active sequence shows a warning before saving.
• Field deletion warning: Deleting a custom field that’s used in email templates shows which templates are affected.
• Admin settings page: Settings → Engagement → Custom field variables — shows available fields by object type with copy-to-clipboard variable syntax.

You can now connect your Gmail account to Reevo for sequence and outbound using Google's standard "Sign in with Google" flow — no more app passwords or SMTP/IMAP setup.

How it works:

• One-click Gmail connection - connect your mailbox through Google sign-in.
• More reliable sending, sequences and outbound emails now send through the Gmail API directly, meaning fewer deliverability issues and smarter retry handling.
• Better sync & threading - replies and follow-ups stay properly threaded.
• No workflow changes needed - your existing sequences and outbound flows work exactly the same, just routed through the improved path automatically.

In Sequencing, choose Pause, Skip, or Exit per step type if a contact is missing. This includes a "Need attention" filter in the Contacts tab, clearer status badges, and a redesigned Settings tab.

Try it out

• Open a Sequence → Settings tab → expand Email/Call/LinkedIn outcomes to see fallback configuration.
• Enroll a contact missing an email → verify they show as Paused with “Missing email” in the Contacts tab.
• Click “Need attention” filter → verify only Paused contacts appear.
• Change a setting and switch tabs → verify the unsaved changes dialog appears.

Reminder Sequences can be accessed via this tab under Connect in Reevo.

Ask Reevo is now smarter and can now ask users questions.

What does this mean:

1. Ask Reevo can answer questions on intent, creating a sequence, or an opportunity.
2. Clarify duplicate contacts in the CRM (i.e. user Michael vs. a contact Michael)

Expanded Citation Sources has been released.
Ask Reevo can now cite two new data sources in addition to transcript lines:
• Email messages (new)
• Web pages (new) - specifically product help documentation

Search chat history within Ask Reevo easily to pull records, conversations, or reports you have previously generated. Use this to avoid repeat work, prompting, and save time for accessing historical conversations.

See below for how to access this new functionality.

New fields expand capabilities to track engagement that include:

Engagement fields

• Last engaged meeting: Last time contact set a meeting or contact attended a user invited meeting.
• Last inbound call: Last time a contact called a user and the user picked up.
• Last inbound email: Last time a contact sent an email to a user.

Outreach fields

• Last outreach at: The most recent timestamp across the three outreach fields below.
  • Last attempted meeting: Last time a user set a meeting with a contact.
  • Last outbound call: Last time a user called a contact and the call went through — includes voicemails, but not unanswered or failed attempts.
  • Last outbound email: Last time a user sent an email to a contact that was successfully delivered

Have question? Learn more here.