> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revyops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> What's new in RevyOps.

<Update label="September 2026" description="AI Documents, saved views polish, billing and usage pages, People">
  **New**

  * [AI Documents](/user-guide/ai-documents): shared RevyOps Guides plus per-client Client Starter documents, with search, section, and edit tools available to your agent.
  * [Agent prompts](/user-guide/agent-prompts-and-icps) can now be organized into folders, and prompt libraries can be imported from a zip file.
  * [People](/user-guide/people): the email and LinkedIn contacts for the same human now show up as one person, so activity and scoring stay together.
  * [Manage Columns](/user-guide/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.

  **Improved**

  * [Custom Fields](/user-guide/custom-fields): typed field definitions, client-specific types available in filters, and a promote action from Schema Settings.
  * [Usage page](/settings/billing): Profiles monitored now counts contacts, with a clearer usage projection and a trend line that continues past today.
  * [Billing plan page](/settings/billing) reorganized with clearer section breaks and history controls.
  * [Saved Views](/user-guide/filters-and-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](/user-guide/bulk-edit): clearer outcome messaging and safer confirmation before applying changes.
  * [Developer settings](/settings/developer): Keys, API Reference, and MCP tabs redesigned.
  * [Timeline](/user-guide/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.

  **Integrations**

  * [Close CRM](/integrations/closecrm) 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.
</Update>

<Update label="August 2026" description="Workflows, scoring rule builder, saved views redesign, profitability dashboard">
  **New**

  * [Workflows](/user-guide/workflows) launched in full, letting you build multi-step automations across your integrations.
  * [Activities & Scoring](/user-guide/activities-and-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.

  **Improved**

  * [Saved Views](/user-guide/filters-and-saved-views): the list was redesigned for clarity.
  * [Custom Fields](/user-guide/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.

  **Integrations**

  * [Trigify](/integrations/trigify): social signal sync into Activities & Scoring.
  * Integrations list is now grouped into Sequencers, CRMs, and Signals.
</Update>

<Update label="July 2026" description="RB2B and Vector integrations, activities and scoring, DNC controls, reporting fixes">
  **New**

  * [RB2B](/integrations/rb2b) and [Vector](/integrations/vector) integrations added for website visitor identification and signal tracking.
  * [Activities & Scoring](/user-guide/activities-and-scoring) and [Opportunities](/user-guide/opportunities) introduced, including deal and pipeline tracking.
  * Tags can now double as Do Not Contact tags.
  * [DNC](/integrations/dnc-sync): cross-platform sync toggle, with a manual kill switch per integration.

  **Improved**

  * 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.

  **Integrations**

  * [HeyReach](/integrations/heyreach): reliability and webhook fixes for shared accounts and bounces.
  * [HubSpot](/integrations/hubspot), [EmailBison](/integrations/emailbison), [PlusVibe](/integrations/plusvibe), and [Instantly](/integrations/instantly): sync reliability improvements.
</Update>

<Update label="June 2026" description="Default saved views, DNC sync toggle, LinkedIn reporting fixes">
  **New**

  * [Default Smart Views](/user-guide/filters-and-saved-views) pack, giving new agencies a starter set of saved views out of the box.
  * MCP support for the [HeyReach integration](/integrations/heyreach).
  * Agency-level shared metric cards and saved views.

  **Improved**

  * [DNC](/integrations/dnc-sync): 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.

  **Integrations**

  * [HeyReach](/integrations/heyreach): backfill support for historical data.
</Update>

<Update label="May 2026" description="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](/user-guide/reporting-v2).
  * Search added to CSV import field assignment.
  * Bulk delete for contacts and companies per client.

  **Improved**

  * 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).

  **Integrations**

  * [HeyReach](/integrations/heyreach): LinkedIn reporting, connections view, and label handling improvements.
  * [HubSpot](/integrations/hubspot): import no longer closes the window mid-sync, and scope errors show specific messages.
</Update>

<Update label="April 2026" description="HeyReach and Sendkit integrations, global update endpoints, unified contact">
  **New**

  * [HeyReach](/integrations/heyreach) integration added for LinkedIn outreach.
  * [Sendkit](/integrations/sendkit) integration added.
  * Per-tool integration status indicators.
  * Global update API endpoints for creating or updating custom fields in bulk.

  **Improved**

  * Unified contact model rolled out across the app.
  * HubSpot email history and sync direction improvements.

  **Integrations**

  * [EmailBison](/integrations/emailbison): error handling and payload fixes.
  * [HeyReach](/integrations/heyreach): bounce and sender handling fixes.
</Update>

<Update label="March 2026" description="Deliverability dashboard rebuild, conversion rate tracking, custom field types, white labelling">
  **New**

  * [Deliverability dashboard](/user-guide/deliverability) rebuilt with filtering and CSV download.
  * Conversion rate shown between funnel step cards in reporting.
  * Support for additional [custom field](/user-guide/custom-fields) types.
  * [White labelling](/settings/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](/integrations/webhooks) integration for event tracking.

  **Improved**

  * 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](/integrations/hubspot) push logic and UI improvements.
</Update>