AI Documents, saved views polish, billing and usage pages, People
New
- AI Documents: shared RevyOps Guides plus per-client Client Starter documents, with search, section, and edit tools available to your agent.
- Agent prompts can now be organized into folders, and prompt libraries can be imported from a zip file.
- People: the email and LinkedIn contacts for the same human now show up as one person, so activity and scoring stay together.
- Manage Columns: rename, merge, and delete columns directly from the list pages.
- Click-to-edit on company, contact, and person detail pages for standard fields like name, domain, and status.
- Record pages now link URLs, domains, and emails so they open directly from company, contact, and person pages.
- Custom Fields: typed field definitions, client-specific types available in filters, and a promote action from Schema Settings.
- Usage page: Profiles monitored now counts contacts, with a clearer usage projection and a trend line that continues past today.
- Billing plan page reorganized with clearer section breaks and history controls.
- Saved Views: the list now shows who created a view and its criteria, and clicking the name opens it directly; a friendlier empty state replaced plain text.
- Bulk edit: clearer outcome messaging and safer confirmation before applying changes.
- Developer settings: Keys, API Reference, and MCP tabs redesigned.
- Timeline now shows every website visit as its own entry.
- List tables show full cell contents on hover, and table header/row styling is now consistent across the app.
- The Computed fields group in Custom Fields is now labeled Calculated fields.
- Close CRM integration panel redesigned, with replies matched to the right person and LinkedIn interested-reply push.
- MCP tools for scoring now expose frequency caps, and new MCP tools support reading and writing agent prompts and ICP documents.
Workflows, scoring rule builder, saved views redesign, profitability dashboard
New
- Workflows launched in full, letting you build multi-step automations across your integrations.
- Activities & Scoring: scoring conditions can now be built as an AND/OR list with a visual condition builder, and frequency caps can be set per rule and by contact identity.
- Extended filtering options added across list pages.
- A super-admin profitability dashboard is now available to agency owners, with a date range picker.
- Saved Views: the list was redesigned for clarity.
- Custom Fields: bulk field names resolve faster, and declared fields now show up before any data has been written to them.
- Deliverability report reliability improvements.
- Password reset now uses a branded page and email.
- Website visits identified by multiple integrations are now scored once and shown as a single timeline entry with all sources listed.
- Trigify: social signal sync into Activities & Scoring.
- Integrations list is now grouped into Sequencers, CRMs, and Signals.
RB2B and Vector integrations, activities and scoring, DNC controls, reporting fixes
New
- RB2B and Vector integrations added for website visitor identification and signal tracking.
- Activities & Scoring and Opportunities introduced, including deal and pipeline tracking.
- Tags can now double as Do Not Contact tags.
- DNC: cross-platform sync toggle, with a manual kill switch per integration.
- Deliverability report now opens instantly and updates itself while you look at it.
- Reporting: campaign selection no longer resets unexpectedly on date or filter changes, and funnel step counts are now consistent across cards, tables, and charts.
- Table columns can be resized directly from column visibility settings.
- Sidebar search, tooltips, and focus behavior improved when the sidebar is collapsed.
- Login page: added show/hide password.
- LinkedIn connection events now render as system lines in the message thread.
- CRM integrations are now available on the Enterprise tier.
- HeyReach: reliability and webhook fixes for shared accounts and bounces.
- HubSpot, EmailBison, PlusVibe, and Instantly: sync reliability improvements.
Default saved views, DNC sync toggle, LinkedIn reporting fixes
New
- Default Smart Views pack, giving new agencies a starter set of saved views out of the box.
- MCP support for the HeyReach integration.
- Agency-level shared metric cards and saved views.
- DNC: sync toggle now configurable per integration.
- Campaign mapping page shows integration configuration status and label setup at a glance.
- LinkedIn reporting bug fixes, including corrected disposition breakdowns.
- Master list column handling improved.
- HeyReach: backfill support for historical data.
Unified contact, HeyReach reporting, filters, bulk delete, XSS fix
New
- Unified contact view combining a person’s activity across channels.
- Sender breakdown reporting card added to Reporting.
- Search added to CSV import field assignment.
- Bulk delete for contacts and companies per client.
- Reporting performance: faster queries and parallel loading for deliverability and campaign data.
- Contact-level filters now available on the company list.
- Filters validation improved across list pages.
- Fixed an issue where new campaigns could silently leak into saved smart views.
- Security fix for CSV import and email rendering (XSS).
HeyReach and Sendkit integrations, global update endpoints, unified contact
New
- HeyReach integration added for LinkedIn outreach.
- Sendkit integration added.
- Per-tool integration status indicators.
- Global update API endpoints for creating or updating custom fields in bulk.
- Unified contact model rolled out across the app.
- HubSpot email history and sync direction improvements.
- EmailBison: error handling and payload fixes.
- HeyReach: bounce and sender handling fixes.
Deliverability dashboard rebuild, conversion rate tracking, custom field types, white labelling
New
- Deliverability dashboard rebuilt with filtering and CSV download.
- Conversion rate shown between funnel step cards in reporting.
- Support for additional custom field types.
- White labelling support for agencies.
- PUT endpoint added for contact and company upsert via the API.
- CRM sync: choose which interested statuses sync to your CRM.
- Mixpanel integration for event tracking.
- Bounce, blocked, and do-not-contact status now shown directly on contacts.
- CSV export button restyled and repositioned.
- Error log now exports as CSV.
- HubSpot push logic and UI improvements.