Release Notes

Your AI agent needs context to support you.

Now reps can give Ask Reevo additional external context — spreadsheets, documents, and screenshots — without copy-pasting content into the chat.

You can now attach files (CSVs, PDFs, images) directly in Ask Reevo. Your agent reads the attached content and will use it as additional context for answering questions and accelerating your deals.

Ask Reevo can now view and analyze any individual web page you share with it, beyond the previous existing web research capabilities.

Ask Reevo will continue to do deep research through the web, it will search through multiple web sources and analyze their contents, but you can now direct it as well to specific web pages or sources you have identified.

The sequence Contacts tab now shows a count of of per-contact engagement (opens, clicks, replies, bounces, and unsubscribes) with sorting and quick-filter options.

Learn more about how Contacts help track engagement here.

Get notified via Slack and email the moment a prospect replies to a sequence, including instant alerts for accounts of interest and choose whether or not to receive a daily digest of all or select responses.

Previously, reps had to continuously refresh the Replies tab to know when a prospect responded to a sequence. No longer!

Sequence reply notifications surface replies to reps the moment they matter, according to their criteria, on the channel of their choosing:

• Email
• Slack
• Daily digests (email or Slack)
• Notifications in application

Email and Slack notifications can also be configured on a per-prospect/customer basis to help reps prioritize their attention for high priority accounts.

Email templates and sequence steps now resolve scheduling links per sender at send time. This means one template works across an entire team without hardcoding a specific calendar URL.

Dynamic scheduler links introduce a variable that resolves to each sender’s own default scheduling link at send time, so one template works across the entire team.

Through dynamic scheduler links, you can:

• Insert “Sender’s scheduler” in email templates and sequence email steps — this resolves for per-sender at send time so each rep’s email links to their own calendar.

Give it a try:

1. Go to Settings → Events → Scheduling links and set one of your links as Default
2. Open an email template or sequence email step, click the calendar icon in the toolbar
3. Choose “Sender’s scheduler” (recommended) or “Specific link”
4. Optionally add a fallback link under Sender’s scheduler for senders without a default
5. Check the template preview — you should see your schedule’s title as a hyperlink

Workflows can now run on a schedule (daily, weekly, monthly, or custom) without needing an event trigger, unlocking recurring reminders, data hygiene, and scheduled check-ins.

Previously, workflows only ran in response to something happening in the system (a deal closed, a meeting ended, a form was submitted, etc.). The Schedule trigger lets you run workflows on a clock — recurring or one-time — without waiting for anything to happen first.

Setup options: Pick the pattern that fits your needs:

• One Time — runs once at a specific date and time
• Daily — runs every day at the time you pick
• Weekly — pick one or more days of the week (e.g., Mon/Wed/Fri at 10am)
• Monthly — pick a day of the month (e.g., the 15th at noon)
• Custom (Advanced) — drop in a chronological expression for anything more complex (e.g., every few days, every other week)

Learn more about triggers here.

Schedule any Ask Reevo prompt to run automatically on a recurring basis. This is perfect for morning briefings, daily summaries, or weekly pipeline reviews. Take one less thing off your plate and reduce your cognitive load.

Scheduled prompts make managing your day to day that much easier. Set a prompt to run automatically on your schedule, and manage (pause, resume, or delete) those schedules as needed.

Manage this all through Ask Reevo. Test things to make sure it fits your preferences through the "Run Now" option - allowing you to immediately test a schedule when you configure it.

Pre-meeting prep now uses deeper web research to surface more personalized prospect insights. This includes citations so you can trust every claim is backed up by facts.

Operate with increased c

onfidence when you go into meetings with prospects using citations to reinforce your claims, desk research, and meeting preparation.

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.

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.

We just released the ability to do Sequence Enrollment and Sequence filtering from the Contacts view. Simply access this from the "Add Filter" drop down in the top left of this view.

This will allow you to filter contacts by Sequence enrollment (e.g., "enrolled in the last 7 days" or in a specific sequence you have programmed) and take bulk actions directly from the Contacts view.

Execute new queries and get new views to move pipeline faster with bulk actions and automations.

Global Search lets you find records or information across Reevo from a single search bar.

Search across contacts, accounts, meetings, notes, opportunities, and custom objects from one place. Instead of navigating to each section individually, you can now search once and get the results you need from across all relevant parts of Reevo.

This applies to existing accounts and opportunities within your system.

It gets better! Ask Reevo now has the same capability to search across all these elements at once.

With Canvas. Ask Reevo responses can now open in a dedicated document—style panel. Easily export to PDF, share with anyone, or save as a note.

When you ask Ask Reevo to create, write, or draft structured content, the response is displayed in a dedicated side panel—the Canvas—rather than inline in the chat. This makes the content easier to read, reference, and use.

Once you have a Canvas, you can do the following:

• Export to PDF with ease
• Share PDFs with others
• Save the content directly (as a note)

In the stages of each pipeline, you can now configure:

• Closing probability—percentage a 0-100 scale
• Stage forecast category—select probability given the stage

Opportunities now have fields that include:

• Forecast category—a field for sales reps to build a bottoms-up view for categorizing each deal.
• Forecast leadership category—an optional field if sales leaders/managers want to capture a separate forecast category on each deal
• Forecast system category (same as stage default forecast category)—shows the stage-based forecast category you have configured
• Weighted Amount—applying the stage probability to the Opportunity's current amount to calculate a stage-weighted amount

This allows you to compare multiple views of your forecast (by representative category, leadership category, or system category). Reevo now allows you to compare Amount vs Weighted Amount for deals.

All this paints a more holistic picture of your business and pipeline.

To get started fast, we built a Forecasting Template dashboard so you can see how all these new fields and forecasting come together. Learn more about creating and using dashboards here.

Here are the new possibilities to make workflows fit your needs:

• Build or edit workflows from scratch - change nodes, drag and drop nodes, delete nodes, and swap nodes
• Explore our new nodes, including search, delay, and expanded triggers.
• Use the new condition node to define multiple conditions and complex logic within your workflows.

Reevo has new templates for lead routing, closed won alerts, and more.
Together, all of this will help you manage your opportunities and customer interactions the way you prefer.

Together, all of this helps manage opportunities and customer interactions the way you prefer.

Learn more here to get started editing workflows.

You can now choose exactly how emails are sent when enrolling contacts into a sequence.

Two sending methods:
• Use CRM owners — emails send from each contact's owner's mailbox automatically
• Use specific mailboxes — hand-pick which mailboxes to send from, distributed evenly

Operate in a new way with the ability to:
• Multi-select tasks in bulk
• Apply call tasks
• Mark tasks as complete or re-open them.

Learn more or try it yourself!

Run up to 5 conversations simultaneously now within Reevo — start a new chat anytime, even while another is still generating in the background. Switch between chats freely without losing progress or momentum.

Each conversation runs independently and finishes on its own. If your internet drops or you refresh your browser, the full response(s) will be waiting for you when you get back.

Stay up to date and view status updates for every conversation in your history at a glance with visual indicators:

• Running (blue dot) — Reevo is actively generating a response.
• Action needed (orange dot) — A Reevo conversation is waiting for your approval on a tool action.
• Unread (yellow dot) — A conversation has a new response you haven't seen yet.

Additional enhancements to Ask Reevo's chat history include:

• Infinite scroll — Load your full history and smooth scroll through it based on recent activity.
• Date headers — Use pinned indicators to understand if a message was from "Today", "Yesterday", or "Older" for easy orientation.
• Rename & delete — Rename any conversation, or delete ones you no longer need.

Learn more about Ask Reevo here.

We enhanced our sequence details feature in the contact details page.

As a reminder, this displays information about sequences (email and outreach campaigns) that a contact is enrolled in.

Let’s get to the exciting part—you can now configure and modify individual steps within a sequence (an automated outreach campaign) with more dexterity. This includes:

• Step Properties Updates
• Step Content Updates
• Active Sequence Safeguards
• Step Reordering

Learn more about sequences and editing here in our Knowledge Base or here in our blog on best practices.

Make workflows easier with the ability to duplicate variants. This will make it easier to create, duplicate, and modify your sequences.

Duplicating a variant will allow you to preserve everything you’ve already built, including steps and general configuration.

Our recommendation is you use this feature to double down on sequences or variants that are working for you today.

Learn more about multi-channel outreach campaigns with Reevo here.

You can now manually control where contacts are in your sequences. Move prospects or contacts between phases or remove them from various phases in your process.

This gives you the ability to move between steps, skip steps, or execute a global opt-outs for customers. This is a new feature and we welcome feedback.

Our new integration with Microsoft enables users to connect either Microsoft or Google accounts to make the entire experience more seamless. The integration supports both personal (outlook.com) and work/school accounts with different OAuth scopes for Microsoft accounts.

You can add Teams conferencing and enable or disable recording for upcoming events directly in Reevo.

We previously only supported Google account integrations. These two integrations are currently mutually exclusive - users are not able to have both Google and Microsoft email/calendar connected simultaneously

Learn more about our Microsoft integration here.