Release Notes

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Anticipated Release Date: April 14, 2026New features are releasing in the following product areas:AI, Data, & CRM Channels & Conversations Platform & Governance Salesloft Connect Salesloft MCP ServerWhat: The Salesloft MCP server lets AI tools pull live data directly from Salesloft to provide answers based on your actual data, i.e. pipeline, calls, accounts...etc.  Who: Available to Salesloft Users with the Salesloft Agentic add-on. Where: Admins can enable the MCP Server for Salesloft Users. How: For more information on how to enable and set up the Salesloft MCP Server with Claude, check out our help article here. Salesloft Chrome Side Panel & Integrated Profile ViewWhat: The Salesloft Chrome Side Panel is now a fixed browser panel that stays open as you navigate tabs. This experience allows you to use various browsers and Salesloft tools simultaneously and eliminates the need to switch tabs. Who: Available to all Salesloft users who have the Salesloft Chrome extension installed. Where: Located within the Chrome browser's side panel, accessible by clicking the Salesloft "S" icon in your browser toolbar. Custom Object: Log to Alternate RecordWhat: Allows Salesloft admins to control which custom objects are available for activity logging. Custom objects for activity logging can be configured at both the individual user and group levels. Who: Available to all Salesloft admins Where: Admins can manage custom object activity logging from the Object and Field Configuration settings. How: To control which custom objects appear for activity logging, admins must configure custom object fields from the Object and Field Configuration settings (Object and Field Configuration > Custom Objects). To learn more, check out the Custom Objects Configuration article. Salesloft Dialer Bulk Assignment ToolWhat: Allows admins to assign phone numbers to multiple users at once using a single CSV upload. Who: Available to all Salesloft admins with the Dialer enabled Where: Admins can assign phone numbers in bulk from the Team Dialer settings. How: To learn more, check out the Manage Team Dialer Settings article. Log a Meeting on DemandWhat: Log a Meeting on Demand in Salesloft allows you to retroactively record details of past, unscheduled meetings. On-Demand meetings will contribute to Salesloft Analytics as a meeting synced. Who: Available to all Salesloft users. Where: The Log a Meeting button from the Person Account record. How: For more information on the Log a Meeting on Demand feature; check out our article here. Sales Strategist Integration with Knowledge LibraryWhat: Sales Strategist Agent Configuration page now contains a content section to ensure the Coaching Agent is focused on the most current and relevant information in your organization. Who: Available to Salesloft Users with the Coaching Agent Add-On Where: Admins can configure the Sales Strategist by going to Settings, Artificial Intelligence. How: For more information, check out our Sales Strategist Content Configuration article.  Salesloft Connect Account Record PagesWhat: Account and Opportunities data now included in the Salesloft Chrome Extension. Who: Available to Salesloft Connect Chrome users. Where: Account and Opportunity autopopulates in the Salesloft Connect Sidepanel. How: For more information, check out our Salesloft Connect article.

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Anticipated Release Date: March 10, 2026New features are releasing in the following product areas:AI, Data, & CRM Channels & Conversations Deals & Forecast AI, Data, & CRMAnalytics EnhancementsWhat: This month’s Analytics enhancements streamline your data analysis by introducing more granular Sorting and Filtering options. On the Individual Coaching Page, you can now sort the list of users by Group or Role. In the Command Center, you can filter the Prospecting funnel by Cadence.Who: Available to all Salesloft users.Where: The new Sort options can be found on the Individual Coaching Page. To access the Individual Coaching Page, hover over the Workspace tab, then select Coaching. From the Coaching page, click the Individual tab. New Sort options will appear at the top of the list. The new Filter options can be found in the Command Center. To access the Command Center, hover over the Analytics tab, then select Command Center. The new Filter option will appear in the Prospecting funnel section. How: To learn more about Coaching page filters and the Command Center Cadence filter, check out the Salesloft Coaching article and the Command Center Overview article, respectively.  Sales Strategist Agent EnhancementsWhat: The Sales Strategist Agent enhancements allow admins to customize how the agent works through the Artificial Intelligence settings. From the Artificial Intelligence settings, admins can provide custom instructions to control how the Agent generates content and offers recommendations, with the flexibility to apply these rules to specific groups or the entire team. Additionally, admins can focus the Agent's analysis on up to 10 specific opportunity fields to ensure its insights are always based on the most important data points for their sellers.Who: Available to all Salesloft usersWhere: Admins can add custom instructions, apply the rules to specific users, and select opportunity fields from the Artificial Intelligence settings. To access them, navigate to your settings, then select Artificial Intelligence under the Data category.How: To learn more, check out the Sales Strategist Agent Overview article and the Sales Strategist Configuration Page article. Zoom Auto Record - Admin DefaultsWhat: This release allows admins to create a consistent initial experience for all team members by defining specific user defaults. This includes reordered columns on the Conversations Page to prioritize Auto Record data. This release also introduces a new notification banner on the navigation menu and adds Auto Record counts directly to Zoom cards, providing at-a-glance visibility into your recording activity.Who: Available to all Salesloft usersWhere: These updates can be found on the Conversations Page. To access the Conversations Page, hover over the Activity tab, then select Conversations.How: To learn more, check out the Manage the Zoom API Integration article.  Clips Sharing ExperienceWhat: This release introduces a more secure way to share call snippets by requiring a passcode for access. When creating a clip, you can set specific expiration dates to determine how long a recipient has access to a shared clip. When you click Share URL to copy a link to a clip, a mandatory passcode. Recipients must enter the passcode to access the shared clip. For external viewers, the shared link provides a secure player featuring meeting metadata and an AI-generated summary, while internal users are directed back to the full Conversations page. Who: Available to all Salesloft usersWhere: Clips can be shared from the Clip Details Page. To share a clip, hover over the Activity tab, then select Conversations. From the Conversations Page, click the Your Clips tab. Select the title of the clip you want to share. This will open its Details Page. Beneath the video/audio player, click the Share dropdown, then click Share URL. How: To learn more, check out the Create and Share Clips in Conversations article.  Enhanced Contact Creation & DeduplicationWhat: This release introduces a Secondary Deduplication Logic toggle that helps admins prevent duplicate records. This new setting automatically matches contacts using names and phone numbers when an email address is missing. Who: Available to all Salesloft users What’s New in Clari and CopilotHere’s a preview of some features in the next Clari and Copilot Releases:Send AI Emails from ClariWhen viewing relationships in Clari from an Account or Opportunity, use the email icon next to any relationship listed to open the Salesloft Extension. Then, start drafting an email or use an AI template from Salesloft. AI templates leverage context from the selected relationship to start a cold email, new angle, or follow-up. Help Center: Emails from Clari Create Salesloft TasksWhen inspecting your pipeline, spot risk and create tasks that will surface in Salesloft Rhythm. Click the task icon from the Opportunity list view (in the right panel or in Relationships) to populate the task with the Opportunity and/or Contact. Then save it directly to Salesloft without leaving Clari. Send follow-up emails via SalesloftSend Salesloft-tracked follow-up emails in one click. Once your call summary is generated, click to populate it directly into a Salesloft email with a subject line and all call participants. Help Center: Copilot AI Follow up Email

See what's new in Salesloft! In this article, we will highlight upcoming Salesloft features and functionality.Anticipated Release Date: Feb 10, 2026.Please note: Features will start rolling out on the release date, but may not be available to all users until the end of the month.Clari and Salesloft have recently merged!Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Workflow, Rhythm, & Cadence AI, Data, & CRM Channels & Conversations Platform & Governance Drift What’s new in Clari Workflow, Rhythm, & CadenceTask EnhancementsWhen rescheduling Tasks in Rhythm, Rhythm will use business days (Mon - Fri) as the default option. Additionally, Admins will now have more options to choose from when scheduling Task due dates.Who: Task enhancements are available for all Salesloft users.Where: Business day logic applies to rescheduling tasks in Rhythm and can also be found in the Play builder.When: This feature will gradually roll out to users over the coming week.How: Check out our Tasks in Salesloft and Create a Play help docs to learn more. Open & Click Tracking Enhancements for OutlookOpen & Click Tracking Enhancements for Outlook introduces per email Open & Click Tracking while also enhancing the accuracy and reliability of email open and click tracking functionality within the Outlook integration.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature is generally available.How: For more information on Open & Click Tracking, check out the following articles:Send Emails from Outlook - Windows and Mac Send Emails from Outlook - Office 365  Outlook Add-In EnhancementsThe Salesloft Connect side panel can be pinned while composing an email in Outlook.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature is generally available.How: Open the Salesloft Connect Side Panel while composing an email in Outlook and click the Pin button in the top right of the side panel to pin the side panel.  AI, Data, & CRMEnhanced Call Disposition SyncingEnhanced Call Disposition Syncing achieves more reliable call activity logging by using unique CRM identifiers to sync dispositions. This ensures that data remains consistent and prevents sync gaps even if picklist labels are renamed within your CRM.Who: Enhanced Call Disposition Syncing is available to all Salesloft admins.Where: Enhanced Call Disposition Syncing is located within Dispositions and Sentiment settings. An admin must enable the feature with the configuration toggles found in the Admin Add-Ons section.When: This feature will gradually roll out to users over the coming week.How: For more information on Syncing Call Dispositions, check out the Manage Dispositions and Sentiments article. Channels & ConversationsConversations - Sharing Page EnhancementsSharing Page Enhancements includes an enhanced recording link sharing experience including an updated Public Sharing Page. The Public Sharing Page refers to the landing page a non Salesloft user is directed to when they open a recording link. With this release, non-Salesloft users will be required to enter a password to view a recording. The Public Sharing Page will now include an AI summary of the conversation, an enhanced Meeting Info panel, and a full transcript sidebar that allows users to jump directly to specific keywords or topics.Who: Available to all Salesloft users with Conversations enabled.Where: Located on the Public Sharing Page generated when a user shares a recording link from the Conversations Page or the Recording Details pageWhen: This feature is generally available.How: Explore the feature by generating a sharing link for any recording. Salesloft will automatically provide the required passcode to share with your recipient. To learn more, check out the Share a Recording article. MS Teams Management EnhancementsSalesloft admins can now access a centralized Manage Users table after bulk configuring the Microsoft Teams API Integration. This table provides full visibility into integration connection statuses, allowing admins to easily manage their team’s access to the API Integration or the Bot Integration.This release also includes new bulk management tools that allow admins to manage Microsoft Teams API access for multiple users at once. Admins can now check the box beside relevant team members on the Manage Users table, then use the Bulk Actions dropdown to perform specific actions.In addition, new Status and Group filtering options are available on the Manage Users table. Admins can use these filters to identify users with disconnected integrations and resolve recording issues faster.Who: Available to Salesloft admins who bulk configured the Microsoft Teams API Integration. To configure the Microsoft Teams API Integration in bulk, Salesloft admins must hold Microsoft Teams admin privileges and have the "Manage Conversations" permission enabled in Salesloft.Where: Located within the admin Conversations Settings.When: This feature will gradually roll out to users over the coming week.How: Check out the Manage the Microsoft Teams API Integration article to learn more.Platform & GovernanceIn-App Notification EnhancementsIntroduces an In-App notification center that alerts users to critical platform health issues such as a failed CRM sync or calendar disconnectionWho: Available to all Salesloft users.Where: In-App Notification Enhancements are located in Notification settings.When: This feature will gradually roll out to users over the coming week.How: Check out the Platform Notifications article to learn more. DriftChatbot Settings EnhancementsDrift Inbox settings, Communication settings, Rep Availability, Limits and Inactivity, and Routing settings and now consolidated under the single "Chatbot" setting.Who: Available to all Drift Admins.Where: Chatbot Settings Enhancements can be found in Drift Settings under Chatbot.When: This feature is generally available.How: Check out the Drift - Manage Chatbot Settings article to learn more.Chatbot Guardrail CustomizationDrift's Bionic Chatbot Guardrail descriptions and sensitivity threshold are now customizable.Who: Chatbot Guardrail Customization is available to all Drift users with Admin and Marketing permissions.Where: Chatbot Guardrail Customization is located in the Guardrails Library section of Playbooks.When: This feature is generally available.How: Navigate to Playbooks, then select Guardrails and select the edit icon. Check out the Manage your Conversational Guardrails article to learn more.What’s new in ClariHere is a preview of some of the features available in the latest Clari release:Clari: Improved Search - Search displays results faster and shows more details like deal stage and account owner when searching deals. Groove: Any Step Automated Actions - This feature eliminates the manual work of updating Salesforce fields or creating tasks after a specific number of emails or calls.

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Clari and Salesloft have recently merged!Last month, Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Prospecting AI, Data, & CRM Channels & Conversations DriftProspectingAI Generated Call ScriptsLeverage generative AI inside your Cadence call steps to draft the initial call script with up-to-date buyer context. Reps can efficiently prepare for their calls with minimal manual effort.Who: AI Generated Call Scripts are available to all Salesloft users. An admin must first enable the "AI dynamic call" step type in team settings.Where: Located within the Cadence Builder when adding or editing a phone step.When: This feature will gradually roll out to users over the coming week.How: While adding a phone step to a Cadence, select AI Dynamic Call and fill out the prompt instructions. Check out the Add a Phone Step article to learn more.AI Cadences - Cadence purpose & step instructionsA new button (magic wand icon) located in the AI Cadence Settings screen that allows the user to generate prompts without requiring users to be prompt engineers.Who: Available to all Salesloft users who have AI features enabled.Where: Located in the AI section of Cadence Settings, Cadence Purpose field.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Artificial Intelligence section of Cadence Settings.  Enter your prompt, and click the Help me write pencil icon. Check out the Create a Cadence article to learn more.AI, Data, & CRMShared Saved Views in AnalyticsShared Save Views allows users to create custom, filtered report views that can be shared organization-wide, eliminating the need for manual parameter sharing or static data exports.Who: Shared Saved Views are available to all Salesloft users.Where: Shared Saved Views are located within Salesloft Analytics reports.When: This feature will gradually roll out to users over the coming week.How: Explore Shared Saved Views by opening a report, applying your desired filters, and selecting Save as a new view. From there, you can toggle the privacy setting to "Shared" to make it visible to your entire team. Check out the Saved Views in Salesloft article for more information.Channels & ConversationsConversation EnhancementsNew filters on the User Management table that allow admins to filter by Zoom Connection Status and by Group. This table is available in the admin Conversations settings when an admin configures the Zoom API Integration for their team in bulk. Admins can filter the table to find specific users and perform actions in bulk, such as enabling/disabling Zoom settings.Who: Available to Salesloft admins who enabled the Zoom API Integration for their team in bulk.Where: Located in the admin Conversations settings.When: This feature will gradually roll out to users over the coming week.How: Navigate to the admin Conversations settings by clicking Settings>Communication>Conversations. Scroll down to the Zoom admin panel. Check out the Manage Zoom API Integration article to learn more.Book Meeting from OutlookAllows users to book and Loft meetings from the Salesloft Connect add-on in Outlook.Who: Available to Salesloft users who have the Salesloft Connect add-on in Outlook.Where: Book Meeting from Outlook is located in the Salesloft Connect sidebar in Outlook.When: This feature will gradually roll out to users over the coming week.How: Navigate to Outlook, then compose a new email. Open the Salesloft Connect sidebar, then click the book a meeting icon to schedule a meeting. You will also see the Loft It button. Check out the Book a Meeting in Outlook article to learn more.Sync Recurring MeetingsA Recurrence dropdown in the meeting scheduler that allows you to book recurring meetings in Salesloft. With this release, all instances of a recurring meeting series, including those created in Salesloft or in a user's connected Google or Microsoft calendar, will now sync to Salesloft. Recurring meetings are labeled in the Activity Feed.Who: Recurring Meeting is available to all Salesloft users.Where: Located in Salesloft's meeting scheduler.When: This feature will gradually roll out to users over the coming week.How: Navigate to a Person's Profile Page, then click the book meeting icon. Use the meeting scheduler panel to access the recurrence dropdown. Check out the Book a Meeting Through Salesloft article to learn more.Custom Key MomentsCustom Key Moments allows Salesloft admins to create smart trackers that can analyze calls by topic as opposed to key words.Who: Custom Key Moments are configured by Salesloft admins and available to Salesloft users once configured.Where: Custom Key Moment configuration is located in the Key Moments settings. Once created, Custom Key Moments are found within the Conversations platform.When: This feature will gradually roll out to users over the coming week.How: Check out the Manage Custom Key Moments article for more information.DriftEnhanced Chatbot SettingsDrift Settings, including Bot, Drift Widget, and Conversation settings are now consolidated under a single Chatbot setting.Who: Available to all Drift admins.Where: Enhanced Chatbot Settings can be found in Drift Settings under Chatbot.When: This feature is generally available.How: Check out the Drift - Manage Chatbot Settings article to learn more. Bionic Chatbot Playbook TemplatesEngage All and Pricing Playbook templates are now available in the Playbook Marketplace for Drift Users with Bionic Chatbots.Who: Available to Drift Admins with Bionic Chatbots enabled.Where: Bionic Chatbot Playbook Templates are located in the Playbook Marketplace.When: This feature is generally available.How: Navigate to Playbooks, and select the new Bionic Chatbot templates in the Playbook Marketplace. Check out the Playbook Marketplace article to learn more.Chatbot Guardrail CustomizationDrift Admins can manage and customize AI chatbot guardrails, ensuring all automated conversations are on-brand, accurate, and aligned with their company's voice.Who: Drift Admins with Bionic Chatbots enabled.Where: Located in the Guardrails Library section of Playbooks.When: This feature is generally available.How: Navigate to Playbooks, then select Guardrails. Check out the Manage your Conversational Guardrails article to learn more. 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.New features are releasing in the following product areas:Prospecting Workflow, Rhythm, & Cadence AI, Data, & CRM Channels & Conversations Platform & GovernanceProspectingDynamic Cadences: AI-generated Step InstructionsA new button (pencil icon) is located in the AI Dynamic Email step and Cadence Purpose configuration screen that allows the user to generate prompts.Who: Available to all Salesloft users who have AI features enabled.Where: Located in the AI Dynamic Email Step, and Create Cadence, Cadence Purpose field.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Cadence Purpose section/AI Dynamic Email Step. Enter your prompt, and click the Help me write pencil icon. Your prompt must be at least fifteen characters long to be able to click the pencil icon. Check out the Create a Cadence and the Create a Cadence Email Step Using AI article to learn more.Compose an AI dynamic email stepSignal Enhanced Research BriefsThe Signal-Enhanced Research Briefs improves seller preparation by surfacing a prospect's most recent engagement and Salesloft signals. This feature embeds a narrative Signal Summary panel and a scannable Recent Signals panel on the Account and Person Research Briefs.Who: Available to all Salesloft users who have the Account Agent add-on.Where: Located on the Person Profile and Account Profile Pages under the respective Person and the Account Research tabs.When: This feature will gradually roll out to users over the coming week.How: Navigate to a Person Profile or Account Profile Page, then select the Research tab. The Signals Summary and Recent Signals panels can be found under the Person and Account tabs. To learn more, check out the AI Person Research Agent article and the Understanding Account Research Agent in Salesloft article.Account Activity SummaryWorkflow, Rhythm, & CadenceStreamlined Activity LoggingStreamlined Activity Logging introduces unified Quick Actions for logging calls, meetings, and notes across the Salesloft platform, Outlook Connect, and the Satellite Chrome Extension applications. Who: Available to all Salesloft users.Where: Located in the new Quick Actions menu within the Person Profile panel in the Salesloft platform, Outlook Connect side panel, and the Salesloft Connect Chrome Extension side panel.When: This feature is generally available.How: Look for the new dedicated Quick Action buttons in your side panels and in the Salesloft platform. Click a button to open a dedicated modal for quick, accurate logging of activity details. To learn more, check out the following articles: Log a Call and Log a Note.Log a Note from a Person Profile pageGlobal Quick Actions - Activity LoggingThe Salesloft search bar contains new quick actions, allowing you to log a note or log a call from anywhere within the Salesloft platform.Who: Available to all Salesloft users.Where: Located within the Global Navigation bar.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Salesloft Search and Navigation article.The Navigation Bar showing quick actionsOutlook Connect Enhancements: Person EditsOutlook Connect Enhancements: Person Edits adds the ability to manage person compliance statuses, such as Do not contact or Mark as EU resident directly within the Salesloft Connect side panel within Outlook.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature will gradually roll out to users over the coming week.How: Navigate to a person within Outlook and open the Salesloft Connect side panel to access these actions. To learn more, check out the following articles: Mark EU Resident  Mark Person as Do Not Contact  Delete Salesloft Records and Contacts Out of Office Detection Salesloft Connect for Outlook - Office 365 Online Salesloft Connect for Outlook - Windows and MacMark as Out of Office from the Salesloft Connect side panel in OutlookAI, Data, & CRMCustom Object Inbound Sync ConfigurationCustom Object Inbound Sync Configuration adds CRM Custom Objects in the Inbound Sync Frequency settings.Who: Available to all Salesloft users who use a CRM.Where: Located in the Sync Management tab of the CRM Sync data settings screen.When: This feature will gradually roll out to users over the coming week.How: Navigate to Settings, Data, CRM sync, Sync management, and click the edit button under Inbound sync frequency to set Custom Object times. Check out the Manage CRM Sync article to learn more.Inbound Sync Frequency settingAnalytics in Ask SalesloftAsk Salesloft now redirects questions about analytics to the appropriate analytics report so users can ask where they can find specific reports or data.Who: Available to all Salesloft users using Ask Salesloft.Where: Can be found when asking analytics questions in Ask Salesloft.When: This feature is generally available.How: Check out the Ask Salesloft: Your AI-Powered Sales Assistant article to learn more. Ask Salesloft answering an analytics questionEnhancements to Sales Strategist InsightsEnhancements to Sales Strategist Insights introduces feedback mechanisms to the AI-generated insights, to drive continuous improvement in the quality. This feature allows users to rate content with a simple thumbs up or down, directly enhancing the model's accuracy for future outputs, and includes the ability to easily copy insights for use in other tools.Who: This feature is available to all teams that have the Sales Strategist feature enabled.Where: Can be found on the Insights pages within Sales Strategist, where the AI-generated coaching recommendations are displayed.When: This feature is generally available.How: Use the thumbs up or thumbs down icons by section to rate the insight. To share outside of Salesloft, simply click the Copy icon to get a plain text version of the insight. To learn more about this feature, check out the Sales Strategist Agent for Reps and Sellers article.The Coaching Insights page showing the thumbs up and thumbs down iconsChannels & ConversationsConversation Activity ImprovementsConversation Activity Improvements introduces an updated Conversations Activity log in the Salesloft activity feed that offers one-click sharing and a compact mini-player along with the summary information.Who: Available to all Salesloft users.Where: Can be found in the Salesloft Activity Feed on the Person, Account, and Home pages, where Conversation entries are displayed.When: This feature will gradually roll out to users over the coming week.How: Explore the feature by completing a sales meeting (call or video conference) and then navigating to your activity feed to see the new expanded Conversation card.To learn more, check out the Account Profile Activity Feed article.Conversations Activity page showing the Mini Player and other enhancementsConversations Stage Insights AnalyticsStage Insights deliver a new Analytics dashboard that shows how specific conversation metrics correlate with deal stage progression. This enables actionable coaching by easily identifying coaching gaps and prioritizing topics by linking conversation activities (e.g., Talk Ratio) directly to specific deal stages.Who: Available to all Salesloft users with existing Analytics permissions.Where: The dashboard is now titled and located under the “Stage Insights” tab in the Analytics section.When: This feature is generally available.How: Navigate to the “Stage Insights” tab under Analytics. Explore the feature by clicking on a specific deal stage bar to filter the entire dashboard to conversations in that stage. Check out the Stage Insight Analytics article to learn more.Conversations Stage Insights Analytics pageEnhanced Recording Permission ManagementEnhanced Recording Permission Management streamlines administrative controls for Conversation Intelligence, enabling admins to set an organizational default for new users and manage existing user permissions in bulk.Who: Available to all Salesloft Admins.Where: Can be found on the Conversations Admin Settings page, specifically the Permissions section.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Conversation Settings page to set the 'Default Recording Permission for New Users'. Use the new 'Filter by Status' and 'Bulk Enable' button on the Permissions user list to efficiently manage existing users. Check out the Manage Conversations Permission Settings article to learn more.Enhanced Recording Permission Settings Trackers Admin ImprovementsThis feature introduces a modern tracker management interface with intuitive multi-language filtering, comprehensive full-text search, and efficient term editing.Who: Available to all Salesloft Admins responsible for the setup and maintenance of the Conversations Tracker library.Where: Can be found on the Trackers page within the Conversation Intelligence settings.When: This feature is generally available.How: Navigate to the Trackers page. Explore the new Multi-Select Language Filter and use the improved search bar to query keywords across both group names and individual tracker terms. Check out the Manage Tracker Settings article to learn more.Conversations Trackers page showing the Multi-Select Language FilterSMS Message DeletionThe SMS Message Deletion feature allows you to "soft delete" messages from your personal view of a conversation thread, helping you keep your interface clean without compromising vital communication history for compliance.Who: This feature is available to all Salesloft  users who have a Salesloft texting plan enabled.Where: Messages can be deleted from the Messenger panel inside Salesloft.When: This feature is generally available.How: Navigate to an SMS thread, hover over the message you wish to remove, and click the delete option. Confirm the action in the dialog box, which clarifies the message will be removed from your view but retained in the system. To learn more, check out the Delete a Message in Salesloft article.Messenger showing a deleted SMS messagePlatform & GovernanceLive Feed Redesign & New FiltersThe Enhanced Live Feed Experience provides a cleaner, more organized, and filterable view of your recent activities, so you can quickly identify and act on the most relevant engagement.Who: Available to all Salesloft users.Where: Located in the Live Feed panel within the Salesloft platform.When: This feature will gradually roll out to users over the coming week.How: Access the Live Feed panel and explore the new multi-select filters and activity grouping. Your applied filters and sorting will now persist when you navigate away and return to the feed. Check out the Live Feed article to learn more.Updated Live FeedEnhanced Group Management via CSV fileThis update provides Admins with a simple way to identify inactive users, delete obsolete groups, and reassign groups, so teams can make informed decisions based on usage data.Who: Available to Salesloft Admins, specifically those with the manage team permission.Where: Can be found on the Users page and the Groups page within the Salesloft platform settings.When: This feature is generally available.How: Navigate to the Users page and use the new "Last Login Date" filter to identify inactive users. On the Groups page, you can now delete obsolete groups, and when creating a new group, use the "Create & Reassign group" button to bulk reassign users. Check out the Manage Groups and Hierarchy article to learn more.Groups Setting showing bulk delete 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Prospecting AI, Data, & CRM Workflow, Rhythm, & Cadence Channels & Conversations DriftProspectingAI Email AssistantThe AI Email Assistant provides an integrated, AI-powered tool to efficiently draft and refine high-quality, personalized emails directly within your existing Salesloft workflows so you can focus on strategic selling and relationship building.Who: Available to all Salesloft users with the Generative AI feature enabled.Where: Can be found as the "AI Email Assistant" button within all email composition windows in the Salesloft web app (one-off emails, Cadence steps, and Play email tasks).When: This feature is available and will be rolling out to users over the next few weeks.How: Explore the feature by opening a new email composer in Salesloft. To learn more, check out the Generate an Email Draft with the AI Assistant and Refine Emails Using the AI Assistant articles.AI Email Assistant in the compose email windowAsk Salesloft Integration with AI Knowledge LibraryThe Ask Salesloft Integration with AI Knowledge Library allows Ask Salesloft to intelligently query your uploaded internal documents, playbooks, and battle cards, making Ask Salesloft an expert on your business by sourcing immediate, on-brand answers.Who: Available to all users, but requires Admins to upload and manage content in the AI Knowledge Library.Where: The functionality is embedded within the Ask Salesloft interface.When: This feature is generally available.How: To learn more, check out the Use Internal Documents to Get Answers with Ask Salesloft article. AI Knowledge Library Content in CadencesAI Knowledge Library Content in Cadences allows you to attach relevant documents to your Cadences, which the AI then uses as its primary source of truth to create strategically sound, high-quality content.Who: Available to all Salesloft users leveraging Cadences and the AI Knowledge Library.Where: The new configuration section is located within the settings of an individual Cadence, under the Artificial Intelligence section.When: This feature will gradually roll out to users over the coming week.How: To leverage AI Knowledge Library content in your cadences, a Cadence owner will add up to 10 relevant documents to the AI knowledge library files section found in the Cadence settings. To learn more, check out the Create a Cadence article.AI Knowledge Library Files dropdown on the Cadence Settings pageAI Knowledge Library EnhancementsThis update to the AI Knowledge Library allows admins to better organize and update company-specific knowledge with improvements such as bulk document uploads, support for additional file types (like PowerPoint .pptx), and essential governance controls.Who: Available to all Salesloft users who leverage the AI Knowledge Library. The updates can be configured by Salesloft Admins.Where: All new functionality is located within the AI Knowledge Library section of Salesloft Settings.When: This feature will gradually roll out to users over the coming week.How: Navigate to the AI Knowledge Library settings page to upload multiple documents simultaneously, replace old files with the new Content Update option, and use Preview and Download to verify content. To learn about these new actions, check out the Manage the AI Knowledge Library article.The AI Knowledge Library pageEnhancements to AI-generated Cadence ContentEnhancements to AI-generated Cadence Content introduce required fields for Cadence Purpose and Step Instructions to guide your Cadence AI, which helps generate superior first drafts aligned with the target audience, sales goal, and specific step objective.Who: Available to all Salesloft users.Where: Cadence Purpose is a new field in the Cadence creation and settings window. Step Instructions is a new required field when adding an AI dynamic email step.When: This feature will gradually roll out to users over the coming week.How: When creating a new Cadence, fill out the required "Cadence Purpose" field. When adding an 'AI dynamic email' step, provide detailed "Step Instructions".Dynamic Email creation showing the Instructions fieldGen AI LinkedIn InMail Cadence StepsThis feature generates personalized, strategically-aligned LinkedIn InMail drafts based on your specific Cadence goals and step-by-step instructions using the new AI Dynamic InMail step.Who: Available to all Salesloft users leveraging LinkedIn Sales Navigator.Where: The new option is available when creating a LinkedIn - Send InMail step within a Cadence. The draft is generated and refined within the step execution window.When: This feature is available and will be rolling out to users over the next few weeks.How: To learn more, check out the LinkedIn Sales Navigator article.Linkedin InMail Cadence step creationRecommended Leads in Add to a Cadence Play ActionsThe AI-powered Recommended Leads section, visible during the execution of an Add to Cadence Play task, surfaces high-intent, right-fit contacts for immediate cadence enrollment.Who: Available to Salesloft users with a valid and active integration with ZoomInfo.Where: The new Recommended Leads section is located in the UI when executing an Add to Cadence task from a Play.When: This feature will gradually roll out to users over the coming week.How: To use this feature, execute an Add to Cadence Play task. Review the new Recommended Leads section that appears alongside existing contacts.Select new, un-imported contacts from the recommended list (sourced from ZoomInfo).Complete the task; the system will automatically create the new Salesloft Person records and add them to the Cadence in the background.Learn more in the Execute an Add to Cadence Task from a Play article.Add Recommended Leads to a Cadence AI, Data, & CRMSales Strategist AgentThe Sales Strategist Agent drives continuous performance improvement and closes more deals by replacing manual analysis with automated, AI-driven coaching plans.Who: This feature is available to teams that have purchased the Coaching Agent add-on.Where: Weekly AI-Generated Summaries are delivered via email and housed in a new dedicated Insights page within Coaching in Salesloft.When: The latest release is available. Contact your account team to initiate the enablement process.How: To learn more, check out the Sales Strategist Agent Overview article.Seller view of the Sales Strategist Agent Gen AI Email ProcessingGen AI Email Processing moves all email processing from classic machine learning (ML) models to a more accurate Generative AI (LLM)-based system. This update improves detection of key email insights, including out-of-office (OOO) status, email sentiment, and job seniority derived from email signatures.Who: Available to all Salesloft users who have Generative AI enabled.Where: Gen AI email processing applies to all emails captured in Salesloft and feeds insights into reporting, Cadences, and analytics where OOO status, sentiment, and job seniority are used.When: This feature is generally available.How: To learn more, check out the following articles: Out Of Office (OOO) Detection, Update Job Seniority, Email Sentiments Overview, and Manage Generative Artificial Intelligence. Analytics EnhancementsAnalytics Enhancements include the following updates across Salesloft Coaching and Analytics:  A new Delivered Emails tab on the Individual Coaching Emails Summary Two new tabs (Calls Logged and Calls Dialed) on the Individual Coaching Calls Summary Key pipeline metrics have been added to Coaching  The ability to select or deselect all report columns The ability to restore report columns to default Two metrics within Analytics, Coaching, and Command Center have updated names: “People Added” is now “Enrolled” “First Step Completed” is now “Activated” The following key metrics are now available in Individual Coaching Analytics: Win rate Average deal size  Average opportunity value People contacted  Opportunity conversion rate  Meeting conversion rate  Average sales cycle  Weighted pipeline  New pipeline added  Closed won  Deals won  Who: Available to Salesloft users who have access to Analytics, Coaching, and, for pipeline metrics, Deals enabled.Where: Updates can be found by accessing a user's Coaching Summary. Report column management improvements are available on any report table with editable columns.When: This feature is generally available.How: To access the updates, go to Workspace > Coaching > Individual tab, select a user, and click the Emails or Calls tab. Users can also select a default metric in each drop-down, which will be saved for that user's specific page view. To learn more, check out the Salesloft Coaching article and the Salesloft Metrics Glossary.Analytics Enhancements on the Prospecting Results pageImproved User Logging for Meetings Syncing as Events in SalesforceWhen booking a meeting through Salesloft, this backend enhancement now checks meeting attendees against the Salesforce User list and will log internal attendees as Salesforce Users even if they don't have a Salesloft license.Who: The feature is available to all Salesloft users integrated with SFDC.Where: This is a backend enhancement for users who Book Meetings with Salesloft.When: This feature is generally available.How: To learn more, check out the Book Meetings Through Salesloft article. Account Type Filter for Account ScreenUsers navigating to the Accounts page can now select Account Type from the "Add Filter" menu.Who: The feature is available to all Salesloft users.Where: Can be found on the Account Filter of the Account page.When: This feature is generally available.How: For more information on Salesloft Filters, check out the Complete List of Salesloft Filters article.  Workflow, Rhythm, & CadencePerson & Account Information Panel UpdatesModernizes the Person and Account information detail panel with a new design that unifies critical information with prominent quick action buttons, creating a central command center for interacting with people and managing accounts.Who: The feature is available to all Salesloft users.Where: Can be found on the Person and Account Profile pages in the primary information panel, which can be found in the upper left corner of the page.When: This feature is available and will be rolling out to users over the next few weeks.How: Explore the feature by navigating to any Person or Account Profile page. To learn more, check out the following articles: Person Information Panel Account Information PanelPerson Information PanelChannels & ConversationsKey MomentsKey Moments automatically surfaces AI-generated, strategic, methodology-driven insights from all your recordings, plus corresponding Analytics to help revenue teams instantly understand call substance and deal health.Who: Available to all Salesloft users with recording capabilities.Where: Top Key Moments can be found on the Conversation Detail "Recap" tab, below the recording summary. All new, detailed moments and the new analytics are located on the "Key Moments" tab.When: This feature will gradually roll out to users over the coming week.How: Explore the feature by navigating to any processed call recording after the launch date. On the Recap tab: Review the new "Top Key Moments" section for a quick, strategic glimpse of the call. On the Key Moments tab: Dive into all extracted moments and see the exact quotes (Sources) that generated the insights. To learn more, check out the Identify Key Moments article. The Recap tab showing Top Key Moments Expiration Link Improvements for Conversations SharingThis release allows users to set an expiration date for recording URLs, giving teams more control over how long shared recordings remain accessible. Admins can also configure default expiration settings for their team.Who: Available to all Salesloft users with access to Conversations.Where: Expiration settings can be managed from Settings > Conversations > General Settings > Share Recordings Settings. Recording URLs can be shared from the Conversation Details Page under the Recordings tab.When: This feature is generally available.How: For more information, check out the following articles: Share a Recording URL and Manage Conversations.Share Recording SettingsConversations - Bulk Authentication for TeamsBulk Authentication allows Salesloft admins to connect the Microsoft Teams API Integration for their entire team at once. This streamlines meeting capture and improves visibility into customer interactions.Who: Available to Salesloft admins with Manage Conversations permission and who are also Microsoft Teams admins.Where: Located in Settings > Conversations > Video Conferencing Integrations > Microsoft Teams Admin Box.When: This feature will gradually roll out to users over the coming week.How: For more information on Bulk Authentication, check out the Bulk Configure the Microsoft Teams API Integration article and the Manage Conversations article.Bulk Authentication settings for TeamsMulti-Select for Conversations Bulk Group Management PageMulti-Select for Conversations Bulk Group Management Page allows Salesloft admins to control their team’s access to the Microsoft Teams API Integration after it has been bulk configured.Who: Available to Salesloft admins with Manage Conversations permission and Microsoft Teams admin access.Where: Located in Settings > Conversations > Video Conferencing Integrations > Microsoft Teams Admin Box. Once the Microsoft Teams API Integration is bulk configured, the User Management table will appear where you can perform bulk actions.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Bulk Configure the Microsoft Teams API Integration article.Microsoft Teams Settings showing multi-selectionMeeting Prep EnhancementsMeeting Prep Enhancements let you pin meeting activities in the Person Activity feed for quick reference. Internal prep notes are also automatically synced to your CRM (Salesforce or Dynamics) as an activity.Who: Available to all Salesloft users.Where: Meetings can be pinned on the Person Profile Activity Feed.When: This feature will gradually roll out to users over the coming week.How: To pin a meeting, go to the Person Profile Page > Activity tab, hover over a meeting, and click Pin. To learn more, check out the View the Person Profile Activity Feed article and the Prepare for Meeting Play article.Pin Meeting activity on a Person pageMandatory Trusthub Enrollment for DialerThis enhancement makes completing a TrustHub submission a required first step for Dialer setup. This proactive measure ensures compliant communication, reduces the risk of calls being labeled as SPAM, and improves SMS delivery reliability.Who: This enhancement is applicable to Salesloft admins.Where: The feature is part of the Dialer setup flow in the admin settings.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Manage Team Dialer Settings article.Mandatory TrustHub configuration as part of Dialer configurationDriftContent Re-sync EnhancementsSynced Sitemaps are now able to be deleted in the Content Library by Drift Admins, enabling you to remove synced sitemaps without the need to reach out to the Salesloft support team.Who: Conversational Guardrails for Bionic Chatbots are available to all users of Drift who have Bionic Chatbots enabled.Where: The Delete Sitemaps button can be found on the associated Sitemap in the Drift Content Library.When: This feature is generally available.How: To learn more, check out the Drift - Content Library - Content Resync article.Delete Site Map buttonConversational Guardrails for Bionic ChatbotsConversational Guardrails manage boundaries and behavior of Drift's Bionic Chatbots via defined rules.Who: Conversational Guardrails for Bionic Chatbots are available to all users of Drift who have Bionic Chatbots enabled.Where: Conversation Guardrails can be found under the Playbooks tab in Drift.When: This feature is generally available.How: To learn more, check out the Manage Conversational Guardrails article.Guardrail Configuration screen 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.New features are releasing in the following product areas:Prospecting Workflow, Rhythm, & Cadence Channels & Conversations Data & CRM Drift Platform & Governance Mobile Deprecation Notice ProspectingAccount Research for LeadsGenerate rich account research for Person Records in Salesloft, even when they aren't linked to a formal account record, by leveraging their company name or URL.Who: The Research Agent is available to Salesloft customers with the Account Agent Add-on, with the Generative Artificial Intelligence setting enabled by their admin. Where: Can be found within the "Research" tab on any Person record. When: This feature is generally available. How: See the AI Person Research Agent article to learn more.Account Research on the Person Profile Page pulled from the Account URLRole Permission for AI Knowledge LibraryA new dedicated permission now allows non-admin users to manage the AI Knowledge Library, giving Admins greater control over who can govern the content used by AI features.Who: This permission is enabled by default for Salesloft Admins. It can be granted to any role to allow those users to access and manage the AI Knowledge Library settings. Where: The new permission is available in the Roles Settings under a new permissions category titled "Artificial Intelligence". When: This feature is generally available. How: To grant this permission, a System Administrator should navigate to Roles and Permissions, select a role to edit, find "Manage AI Knowledge Library" under "Artificial Intelligence," and enable the permission. To learn more, check out the Manage AI Knowledge Library article. Manage AI Knowledge Library Permission set for Admins​​​​​Workflow, Rhythm, & Cadence Signals in the Activity FeedUnifies all buyer and seller interactions, including key partner and customer signals, into one chronological feed on the relevant person and account records.Who: The feature is available to all Salesloft users. Where: Located on the Activity tab of the Person and Account Profile pages. When: This feature is generally available. How: Navigate to any Person or Account Profile page and click the Activity tab. View the chronological feed, which now includes rich signal events. Click on any signal to expand and view all the associated rich metadata and attributes.Signal in the Activity FeedField Visibility and Required Fields for OutlookThe Outlook Add-In fully respects the Person and Account field visibility and required field settings configured by Admins in the main Salesloft application. This ensures users only see and interact with relevant fields when editing or creating records in Outlook.Who: Available to all users of the Salesloft Outlook Add-In. Where: Located within the Salesloft Outlook Add-In when editing or creating a Person or Account record. The configuration is controlled by Salesloft Admins in the main application under Settings > Object Field Configuration > Field Layout. When: This feature is generally available. How: To learn more about the field visibility in Outlook check out the article that is applicable to your Outlook Add-In: Salesloft Connect Side Panel - Office 365 Online or Salesloft Connect Side Panel for Outlook - Windows and Mac.Example of Required Fields in OutlookCustom Names for Play TasksCreate custom names for tasks generated by Plays. This allows you to replace generic task titles with clear, actionable instructions, add dynamic tags (like account name) for context, and help your team take the right action faster.Who: Available to Salesloft Admins who build and manage Plays for their teams. Where: When creating or editing a Play, you will find a new "Edit Task" button on any step that generates a task. When: This feature is available and will be rolling out to users over the next few weeks. How: Admins can edit any Play and click the "Edit Task" button on a task-creating step. In the new field, they can write a custom name and insert dynamic tags like {{name}} to automatically populate information. Once saved, any new task created by that Play will appear in the user's Rhythm workflow with the clear, custom title. Note that existing Plays must be updated manually to use this feature. Check out the Create a Play article for more information.Edit Play Task NameDeals: Upcoming Actions and Meetings in Deals ViewThe Upcoming Meetings column allows you to see all upcoming meetings for every deal. The All Tasks column now shows all task types for every deal in the Pipeline View. These columns give you a complete overview of your pipeline at a glance.Who: Available to all Salesloft users. Users may need to add these columns to their Pipeline View via the Manage Columns icon. Where: This feature is located in the Deals list view. It includes a new "Upcoming Meetings" column and an enhanced "All Tasks" column, both of which can be added to your custom layout. When: This feature is available and will be rolling out to users over the next few weeks. How: Go to the Deals view and edit your columns to add the new "Upcoming Meetings" column. Once added, this column—along with the enhanced "All Tasks" column—will automatically show all scheduled next steps for each deal. To find opportunities that need attention, simply click the column header to sort your list and bring deals with no upcoming activities to the top. Check out the Pipeline View Fields article to learn more.Upcoming Meetings seen in the Deals Pipeline ViewChannels & ConversationsAuto-Record Management View for Zoom AdminsAdmins can view the auto-record status for every user and change an individual user’s setting directly from the user management table, enabling them to ensure consistent meeting capture for better coaching, analysis, and compliance.Who: Available to users with Admin permissions and teams using the Zoom video conferencing integration with Conversations. Where: Located on the Zoom User Management table within Settings > Conversations > Video Conferencing Integrations > Manage Zoom Admin. When: This feature is generally available. How: To learn how to view and modify the Auto-record setting for Zoom users, check out the Bulk Configure the Zoom API Integration article.Auto-Record Setting in the Zoom User Management TableTranscript Export ImprovementsAutomatically applies a dynamic, descriptive filename and a metadata header with key meeting details to every exported transcript.Who: Available for team Admins and user roles with the Download Conversations permission enabled. Where: Transcripts may be downloaded from the Conversations Recordings list page. When: This feature is generally available. How: Check out the Download Conversations Recording Video article to learn more about how to download transcripts and the details included in the downloads.Transcript file downloadEmail Click & Open Tracking SettingsNew email 'click' and 'open' settings allow both admins and individual users to set the default preference for open and click tracking on all emails. This helps you manage tracking to align with compliance needs and improve email deliverability, while still giving you the flexibility to track engagement when you need to.Who: Available to Salesloft Admins to set a team policy, and All Salesloft users for personal control over tracking settings. Where: For Admins: New tracking controls are located in Admin Settings > Email > Tracking. For Users: New personal tracking toggles are located in Personal Settings > Email, under a new "Email Tracking" section. When: This feature is generally available. How: Admins can visit their settings to establish a default tracking policy for the entire team and decide if users can override it. Individual users can then go to their personal email settings to set their own preferred defaults for open and click tracking. To learn more, check out the Manage Email Tracking article and the Your Personal Settings article.Admin Open and Click Tracking SettingsReply Email from Activity FeedThe "Reply Email" button allows you to send follow-up emails directly from the activity feed.Who: Available to all Salesloft users. Must have your email set up in Salesloft. Where: You can find the "Reply Email" button on email activities within the Activity Feed on Person and Account pages. When: This feature is generally available. How: When reviewing a Person or Account's Activity Feed, click the "Reply Email" button on any email activity. An email composer will open, pre-filled with the recipient's email and the prior conversation. Simply write your message and send it; the email will be logged to the activity feed automatically. Check out the Send Emails from Salesloft article for more information.Reply to Email from Activity FeedDialer Calls to Conversations ToggleThis feature enhances security by decoupling call and meeting recording privacy from global sharing settings, ensuring all conversations are sent securely to Conversations.Who: Available to Admins to enable for users. Where: The Dialer Calls to Conversations toggle is located within the Conversations settings page, under the Permissions section. When: This feature is generally available. How: Navigate to the Permissions section in Conversations settings and locate the new toggle, “Always upload calls to Conversations.” To learn more about Conversation Settings, check out the Manage Conversations article.Upload Calls to Conversations Option in Conversations SettingsMeeting Prep Shortcut in Google CalendarThe Meeting Prep Shortcut allows you to prepare for your meetings with a single click from your Google Calendar. A new "Meeting Prep" button will automatically appear on your calendar events, acting as a direct shortcut to the relevant Meeting Prep workspace in Salesloft.Who: Available to Salesloft users who use Google Calendar to manage their schedule and Salesloft to prepare for meetings. Where: A new green "Meeting Prep" button will now appear on your scheduled meeting events inside of Google Calendar. When: This feature is generally available. How: Open a calendar event and click the "Meeting Prep" button to be taken directly to your preparation workspace for that meeting in Salesloft. Note that this feature is currently available for Google Calendar only. Check out the Prepare for a Meeting Play article for more information.Meeting Prep button inside Google CalendarData & CRMAnalytics EnhancementsEnhancements to Analytics and Coaching to make reporting more flexible and intuitive. This release includes a new multi-select "Account Name" filter in the Accounts Report, more metric options and a "Daily" timeframe for goal setting, and updated report layouts that prioritize the most useful data.Who: Available to all Salesloft users. Where: The new "Account Name" filter is available in the Accounts Report. Expanded metric and timeframe options can be found in Coaching and Goal Settings. Updated layouts are visible across several reports in the Analytics section. When: This feature is generally available. How: To analyze specific accounts, navigate to the Accounts Report and use the new "Account Name" filter. When creating or editing goals in Coaching, you will now see an expanded list of metrics and a "Daily" timeframe option. Check out the Salesloft Analytics and Manage Goals articles to learn more.Updated panel metrics and new Account Name filterDriftAI Overview ReportThe AI Overview Report helps CMOs and marketers get a clear, and quantifiable view of how their Drift AI Agents are performing.Who: Available to Drift Users with Bionic Chatbots enabled. Where: Available in the Reports section of the Drift navigation menu. When: This feature is generally available. How: Check out the AI Overview Report article to learn more details on what's in the report.AI Overview Report in DriftPlatform & GovernanceWebhooks for Conversations Events & EmailsAllows developers to build faster, more efficient integrations by pushing full recording, transcript, and email content directly to them via webhooks, eliminating extra API calls.Who: Available to Developers and Integration Partners building custom solutions using the Salesloft API. Where: Available in the Salesloft Developer's Portal. When: This feature is generally available. How: See the Webhooks API documentation to learn how to subscribe to Conversations and Email events and start receiving data payloads directly. MobileConversation Playbacks from Activity Feed in Salesloft MobileAllows you to listen to call recordings, view synchronized transcripts, and access AI-powered insights directly from the Activity Feed in the Salesloft mobile app.Who: Available to all Salesloft users who have the “Conversations access” permission. Where: This feature is available in the Salesloft mobile app. You can find your recordings in the "Recent Conversations" section on any Person or Account page. When: This feature is generally available. How: Open the Salesloft mobile app and go to a Person or Account. Tap on "Recent Conversations" and select any recording. The playback screen will open, giving you access to the audio player, synchronized transcript, and AI-powered insights. Check out the Listen to a Conversations Recording from Salesloft Mobile article for more information.View Conversation from Salesloft Mobile Deprecation NoticeIn October 2025, Salesloft will deprecate the following features: Salesloft will remove the multi-language selector from the Help Center. Following this change, the entire site experience and all article content will be rendered in English only. For the best experience, please use your browser's built-in translation feature or Google Translate. Analytics Panels: The following Analytics panels will be deprecated. In many cases, the data from these panels has been integrated into other, more comprehensive panels.  Objection Replies Positive Replies Team Performance Activity Leaders LinkedIn Results Other Steps Top Reps by Cadence Activity

In this article, we will highlight Salesloft's newest features and functionality.Feature Spotlight Rhythm & Cadence Channels & Conversations Platform, Data, & CRM DriftFeature SpotlightAccount Research Agent CustomizationThis enhancement provides granular control over the Account Research Agent to allow customers to create, manage, and scope the fields displayed in account research. This includes the ability to name fields, such as “Target Persona” or “Financial Performance” and provide detailed instructions to prompt the account research agent on how to accurately populate the research fields. In addition, you can even use Generative AI capabilities to create your own fields.Who: Account Research Agent Customization is available to admins in Salesloft.When: This feature is available and will be rolling out to users over the next few weeks.Where: Account Research Agent Customization is located in your Settings under the Artificial Intelligence Settings. Look for the Account Research Agent section and click Manage.How: See the Manage Research Agents article to learn how to add, edit, or delete custom research fields, and configure visibility rules for your team.AI Knowledge LibraryThe AI Knowledge Library is a centralized document repository in Salesloft where customers can upload their own content, such as sales playbook, product positioning, and brand messaging guidelines to help inform the platform’s generative AI. This results in outputs that are more accurate, relevant, and aligned with their brand.Who: The AI Knowledge Library is available to admins with the Manage: Knowledge Vault permission.When: This feature is available and will be rolling out to users over the next few weeks.Where: The AI Knowledge Library is located in your Settings under the AI Knowledge Library section.How: See the Manage the AI Knowledge Library article to learn how to add and manage your content.Person Research AgentThe Person Research Agent provides users with comprehensive, AI-driven research focused on individual people they are engaging or planning to engage. You can find details regarding a person's role, responsibilities, and even their pain points, allowing you to craft personalized outreach.Who: The Person Research Agent is available to Salesloft customers with the Account Agent Add-on. with the Generative Artificial Intelligence setting enabled by their admin.When: This feature is available and will be rolling out to users over the next few weeks.Where: The Person Research Agent is located on the Research tab of any Person Profile page.How: See the AI Person Research Agent article to learn more about the AI Person Research Agent.Ask Salesloft"Ask Salesloft" introduces an interactive chat experience directly inside Salesloft to help answer rep questions using information from Salesloft’s underlying data model. This AI agent can answer questions about people, accounts, opportunities, activity history, meetings, emails, and call recordings. "Ask Salesloft" will be available to use throughout the platform, and will include an “Analytics Interpreter” skill to help when viewing Salesloft Analytics reports.Who: Ask Salesloft is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Access Ask Salesloft from the new icon in the global navigation bar at the top of the Salesloft platform.How: See the Ask Salesloft: Your AI-Powered Sales Assistant article to learn more.Plays from CRM Custom Object SignalsSalesloft allows Salesforce customers on the Elite plan to import Custom Objects, suh as health scores or webinar attendance and use their data in No-Code Plays to trigger up-sell, renewal, or churn mitigation workflows. This feature provides a UI-based configuration experience similar to importing standard Salesforce objects, achieving the benefit of greater flexibility and personalization in automated workflows.Who: Plays from CRM Custom Object Signals are available to Salesloft customers on the Elite plan who use Salesforce as their CRM and have permissions to modify CRM Sync settings.When: This feature is generally available.Where: Plays from CRM Custom Object Signals can be found within the Object and field configuration section.How: To learn how to create custom objects for signals, check out the Create Plays from CRM Custom Object Signals article.Rhythm & CadenceDynamic Populating of CC/BCC with Account TeamsThis feature streamlines team selling and renewal processes by allowing account team members to be CC/BCCed on selling communications. This ensures that all designated team members are kept in the loop on critical customer interactions.Who: Dynamic Populating of CC/BCC with Account Teams is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Configure this in the CC/BCC field when creating or editing an email step in a Cadence.How: See the Automatically CC or BCC Stakeholders by Role in a Cadence article to learn more.Trigger Plays on Person ChangesThis feature introduces robust, no-code signal support for "Person Created" and "Person Updated" events. This means that automated workflows (Plays) can now be triggered based on the creation of new person records or specific updates to existing person records within Salesloft or integrated CRM systems.Who: Trigger Plays on Person Changes is available by default to Salesloft admin roles and users with the Plays: Manage permission.When: This feature is generally available.Where: Admins can manage these Plays from the Plays settings page (Settings>Workflow category>Plays). Users will see tasks generated by these Plays in their Rhythm Workflow.How: See the Person Created Play and Person Updated Play articles to learn more.Rhythm Header Analytics UpgradesThe header on the Rhythm page can now be customized to show metrics that are relevant to the user. The header can be turned off and on based on whether the user wants to see the view.Who: Rhythm Header Analytics Upgrades are available to all Salesloft users.When: This feature is generally available.Where: Can be found on the Rhythm home page, the default page when you log into Salesloft. To access the page click Salesloft in the top left corner or use the navigation menu by hovering over Workspace  and clicking Rhythm).How: See the Edit Rhythm Header Layout article to learn how to customize or hide your Rhythm header.Channels & ConversationsConversations Recording Detail Page RedesignConversations Recording Detail Page Redesign introduces a new layout to help users review insights and take action on recorded calls.Who: Conversations Recording Detail Page Redesign is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Access the new Conversation Detail Page by navigation to Conversations (Activity tab>Conversations), and clicking the title of a recording.How: See the Salesloft Conversations product doc for a detailed walkthrough of the Conversation Detail Page.Conversations Recording EnhancementsConversation Detail Page Enhancements helps you better manage and share insights from your call recordings by providing new features for tracking engagement, sharing conversations, and updating participant details.Who: Conversations Recordings Enhancements are available to all Salesloft users who have access to the Conversations.When: This feature is available and will be rolling out to users over the next few weeks.Where: Located on the Conversations Recording Detail Page for any recorded conversation.How: Explore the Conversation Detail Page to see the new features in action. You'll find consolidated engagement stats, a new Copy Link option for sharing, and the ability to update external speaker participants.Custom CRM Fields when Booking a Meeting from SalesloftCustom CRM Fields when Booking a Meeting From Salesloft allows you to sync specific custom fields to your CRM while booking a meeting from Salesloft.Who: Custom CRM Fields when Booking a Meeting from Salesloft is available for all Salesloft users.When: This feature is generally available.Where: Custom CRM fields are visible in the calendar widget when creating an event and enabling Lofting.How: See the Log Custom CRM Fields for Events when Booking a Meeting article to learn more about logging custom CRM fields when booking a meeting from Salesloft.Platform, Data, & CRMMulti-team Enterprise ManagementThis advanced capability allows users to use one username across multiple tenants (Salesloft teams). This allows multiple teams to belong to a single enterprise (i.e., an organization) and also allows users to be in some but not all teams.Who: Multi-team Enterprise Management is available for Enterprise Users leveraging multiple instances.When: This feature is generally available.Where: Instances can be chosen after logging in with the Salesloft email address, and accessed via the Instance Switcher dropdown in the top right hand side of Salesloft.How: See the Switch your Salesloft Instance article to learn more.Mobile Caller ID CustomizationMobile Caller ID Customization allows you to display your verified personal cell phone number as the caller ID when making calls from the Salesloft mobile app.Who: Mobile Caller ID Customization will be available to all Salesloft mobile app users.When: This feature is generally available.Where: Configure your caller ID from the new Caller ID section within the Settings page of the Salesloft mobile app.How: See the Set Up Mobile Caller ID Customization article to learn more.Admin-Controlled SMS AccessAdmin-Controlled SMS Access allows you to enable or disable SMS for your team right from the Dialer admin portal.Who: Admin-Controlled SMS Access is available to all Salesloft Admins. Note: SMS can only be enabled for users after your organization's A2P 10DLC registration is complete in the Trust Hub.When: This feature will gradually roll out to users over the coming week.Where: Find these new controls in the user management section of the Dialer admin portal within your Team Settings.How: See the Manage Messenger article for more information.Colorblind ThemesColorblind Themes allows you to personalize your Salesloft experience by changing the appearance of your Salesloft instance.Who: Colorblind Themes are available to all Salesloft users.When: This feature will gradually roll out to users over the coming week.Where: Colorblind Themes are found within your personal Profile settingsHow: See the Setup Salesloft Appearance article to learn more about Colorblind Themes.Integration Re-authorization Re-authorize App Scope Changes gives you greater transparency and control over your data by showing you exactly what data an integration can access and prompting you to re-approve when an application requests new permissions.Who: Integration Reauthorization is available to all Salesloft users. Admins manage team-wide integrations, and individual users manage their personal app connections.When: This feature is generally available..Where: View permissions when first installing an app. After installation, admins can manage apps on the Settings > Integrations page, and individual users can manage their connections on their Settings > Profile > Connected Apps page.How: See the Re-Authorize Changes in Integration Scopes article for more information.DriftBionic Conversation Insights Dashboard EnhancementsThe Keywords Tab under Drift's Conversation Insights report provides insight to what your site visitors are talking about the most in live conversations and allows you to drill down into specific conversations to get more context.Who: Bionic Conversation Insights Dashboard Enhancements is available to Drift customers who have Bionic Chatbots enabled.When: This feature is generally available.Where: Keyword Reports can be found by navigating to Reports and then selecting Conversation Insights under the AI Performance section.How: See the Conversation Insights article to learn more.Content ResyncThe "Add sitemap" feature in the content library allows your content to be automatically re-synced on a daily basis. This ensures that any changes, additions, or deletions on your website are reflected in the content available to your Bionic chatbots and AI suggested replies, which improves the accuracy and relevance of your AI's responses.Who: Content Resync is available to Drift customers with Bionic Chatbots & AI Suggested Replies enabled.When: This feature is generally available.Where: Content Resync can be found by navigating to the Content Library and clicking Add Content.How: See the Content Library - Content Resync article to learn more. 

In this article, we will highlight Salesloft's newest features and functionality. Rhythm & Cadence Conversations   Platform, Data, & CRM Rhythm & CadenceImplement Scheduled AI Email GenerationAI-generated Emails in Cadences are generated prior to clicking the Run Cadence Step button which reduces time spent waiting for the email to generate.Who: Implement Scheduled AI Email Generation is available to all Salesloft users.When: This feature is generally available.Where: Implement Scheduled AI Email Generation is found when generating AI emails within a Cadence Step.How: To learn more about AI-generated Emails, check out the Create a Cadence Email Step Using AI article. Enhancements for AI-generated emailsVarious improvements such as refining the AI prompts and adding additional data points and context to the emails have been implemented to AI-generated emails.Who: Enhancements for AI-generated emails are available to all Salesloft users.When: This feature is generally available.Where: Enhancements for AI-generated Emails are found when generating AI emails within a Cadence Step.How: To learn more about AI-generated Emails, check out the Create a Cadence Email Step Using AI article. Conversations Conversations in Global SearchSalesloft users can search for a specific person, account, or conversation title in the Global Navigation Menu to surface the most recent conversations held.Who: Conversations in Global Search is available to all Salesloft usersWhen: This feature is generally available.Where: Conversations in Global Search can be accessed in the Global Navigation MenuHow: To learn more about Conversations in Global Search, check out the Salesloft Search and Navigation and Search Conversations articles. Platform, Data, & CRMAI Conversation InsightsThe Conversation Insights report in Drift provides powerful, automated analysis of your Bionic Chatbot conversations. This feature helps you understand what your site visitors are asking and how well your AI is performing, enabling you to refine your content strategy and personalize buyer interactions.Who: Available to Drift customers who have Bionic Chatbots enabled.When: This feature is generally available.Where: AI Conversation Insights can be found by navigating to Reports and then selecting Conversation InsightsHow: To learn more about AI Conversation Insights, check out the Drift: Conversation Insights article. 

In this article, we will highlight Salesloft's newest features and functionality. Conversations Platform, Data, & CRM Conversations Scorecard AnalyticsScorecard Analytics surfaces aggregated Scorecard data to teams, allowing you to assess meeting performance across teams or departments, understand coaching consistency and impact, and empower data-driven decisions for improved rep performance.Who: Visible for users with Conversations Access enabled and "View team analytics" permission enabled for their role. Collaborators will not be able to view this report. Private scores are only visible to the scorer/scored users. However, users with the “Manage Scorecards” permission can view private scores. When: This feature will gradually roll out to users over the coming week.Where: To access Scorecards Analytics, click on Conversations Insights in the Analytics drop-down and then select the Scorecards tab.How: See the “Conversations Scorecards Analytics” article to learn more. Platform, Data, & CRM Control Drop-In Voicemail RecordingsControl Drop-In Voicemail Recordings allows Salesloft admins to enable or disable the Salesloft Dialer Drop-In Voicemail Recordings setting. Controlling this setting can help you adhere to compliance rules your company may have.Who: The setting toggle is only accessible by Salesloft Admins. The setting applies to all Salesloft users.When: This feature is generally available.Where: Control Drop-In Voicemail Recordings is located within the General section of the Dialer Settings page.How: See the "Manage Team Dialer Settings" article to learn more. Command Center Opportunity Drill DownsThe Command Center Opportunity Drill Downs allow you to click any metric in the Command Center to see the list of opportunities that make up that number. Use these drill downs to gain immediate visibility into the health and performance of your prospecting and closing efforts, and quickly identify areas for improvement and focus.Who: Available to all Salesloft users.When: This feature is generally available.Where: Can be found in the Command Center. To access Command Center, hover over the Analytics tab and select Command Center. How: Once in the Command Center, click on any metric within the Prospecting or Closing Funnels to view the contributing opportunities. Check out the “Command Center Overview” article to explore this feature. Bulk User Creation via CSV fileThe Bulk Import Users via CSV feature allows an Admin to quickly add users to Salesloft in lieu of sending individual user invite emails, which streamlines user onboarding and saves administrators’ time.Who: Available to all Salesloft users with Admin permissions.When: This feature is generally available.Where: Can be found on the Users Settings. To access, go to the Settings and find the Users Settings page under the Team section. How: See the Bulk Import Users via CSV article to learn more, or explore the feature by navigating to Users Settings and clicking Import users. 

In this article, we will highlight Salesloft's newest features and functionality. Spring 2025 Launch Account Research AgentThe account research agent leverages AI to automate the gathering and synthesizing of information about accounts from various sources, aiding in sales personalization and prospecting. It streamlines the research process for sales representatives by summarizing and surfacing company info, engagement history, and additional sales context.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The Account Research Agent is available as part of the Account Agent add on.Where: The Account Research Agent can be found on the Account and Person Profile pages within Salesloft.How: See the Understanding the Account Research Agent article to learn more. Buyer Identification AgentThe buyer identification agent pinpoints the most relevant contacts within your accounts. On its own, Salesloft will recommend contacts already in Salesloft based on activity history and buyer persona. With Zoominfo, the buyer identification agent leverages the power of ZoomInfo's Buying Committee data to recommend contacts that are not yet in Salesloft/CRM.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The buyer identification agent is available as part of the Account Agent add on.Where: The buyer identification agent can be found on Account Profile pages within Salesloft.How: See the Understanding the Buyer Identification Agent article to learn more.Account Research Agent Supports AI Email Steps for CadencesAI Emails for Cadences use generative AI to craft messages that are personalized  based on the buyer role, company, and findings from the Account Research Agent for each email sent.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: AI Emails for Cadences are available to all Salesloft users. For customers with the Account Agent add-on, the AI-generated email will use information from the Account Research Agent. Where: AI Email Steps for Cadences is located within cadence email step creation and when you run cadence email steps.How: Check out the Create a Cadence Email Step Using AI article for more information.  AI Emails For PlaysAI emails for plays use generative AI to craft messages that are personalized based on the incoming signal, buyer role, company, and findings from the Account Research Agent* for each email sent. To ensure the most up-to-date context is used, the email is generated at the time of initiating a task. The rep can then choose to send as-is, tweak the wording, or start from scratch to create a fully customized email.Availability: This release is available.Who: AI emails for plays are available to all Salesloft users. *For customers with the Account Agent add-on, the AI-generated email will use information from the Account Research Agent.  Where: AI emails for plays are located within play creation.How: Check out the Create AI Emails for Plays article for more information.No-Code PlaysNo-code plays allow you to create signals from any account or opportunity update, enabling you to automate workflows and unlock data from other business systems without custom APIs. No-code Plays consist of the following features:New signals for plays: Create plays from account or opportunity update signals, unlocking more flexibility to create custom plays based on the relevant buying signals for your business.  Additional criteria for plays: Introduces many new options for play criteria across Salesloft objects like meetings, accounts, people, opportunities, and user fields. Signals from custom objects: Connect custom Salesforce objects to Salesloft to create play signals. Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: No-code plays are available for all Salesloft users. Signals from custom objects are available for customers with the Elite package (contact your account representative for more information). Where: No-code plays are located within Play creation.How: Check out the Create a Play article for more information. iPaaS Integrations with Workato, Tray, and ZapieriPaaS integrations with Workato, Tray, and Zapier allow you to sync any data source to Salesloft person, account, and opportunity fields via these iPaaS partners. In addition, templates have been introduced within Workato, Tray, and Zapier to help you easily configure iPaaS > Salesloft automations. When used with no-code plays, iPaaS integrations enable you to unlock signal-to-action workflows from any data source in your tech stack. Availability: This release is available.Who: iPaaS integrations with Workato, Tray, and Zapier are available for all Salesloft users but you must also be a customer of either Workato, Tray, or Zapier.Where: iPaaS workflows are created in the iPaaS application itself.How: Check out the Create Play Signals via iPaaS Integrations article for more information.  Deal Summary AgentThe Deal Summary Agent quickly builds easily digestible updates on the status of a deal, recent activity, and next steps in order to align internal stakeholders on the selling team. This agent also creates recommended next steps based on this information to help drive a deal toward close. The Conversations MEDDPICC extraction agent also automatically pulls out insights from conversations and populates them into the methodology section of the deal summary to drive deal alignment and raise deal risks to sales leadership.Availability: The latest release is available. Contact your account team to initiate the enablement process.Who: The deal summary agent is available to teams that have enabled the Generative artificial Intelligence Setting.Where: The deal summary agent can be found by navigating to a Deal and clicking on the Summary tab.How: For more information, check out the Understanding the Deal Summary Agent article. Auto-Record for Zoom MeetingsAuto-record for Zoom meetings allows you to automatically record all Zoom meetings, without having to remember to click a single button.Availability: This feature will gradually roll out to users over the coming week.Who: Auto-recording for Zoom meetings is available for Salesloft users with the Zoom API integration enabled.Where: Auto-record for Zoom meetings is found within Conversations.How: Check out the Auto-Record Zoom Meetings in Salesloft article for more information. New Conversations ReportsNew Conversations reports introduces the Conversations tab within Salesloft Analytics to provide a better way to analyze user activity in Conversations, including reports on tracker trends, Conversations recording/adoption, Conversations scorecards, and most viewed Conversations.Availability: This feature will gradually roll out to users over the coming week.Who: New Conversations reports are available for all Salesloft users.Where: New Conversations reports are found by clicking on the Conversations Insights section of the Analytics dropdown.How: Check out the Conversation Adoption Analytics article for more information.Recording Error Alerts for Upcoming ConversationsRecording error alerts for upcoming Conversations adds error messages to the “Upcoming” tab to inform you about any issues that may prevent meetings from being recorded or processed.Availability: The latest release is available.Who: Recording error alerts for upcoming Conversations is available for all Salesloft users.Where: Recording error alerts for upcoming Conversations is located within Conversations in the “Upcoming” tab.How: Check out the following articles for more information:Why is my Auto-Record Toggle Disabled? Upcoming Meeting will not be Lofted Warning Banner Calendar Not Connected Warning Banner    Analytics Interpreter AgentThe Analytics Interpreter Agent acts as a translator for the reports in Salesloft Analytics, using AI algorithms to analyze the data within Salesloft Analytics reports, identify trends, and provide recommendations tailored to the user's specific goals and context.Availability: This feature will gradually roll out to users over the coming week.Who: The analytics interpreter agent is available to all Salesloft users.Where: The analytics interpreter agent is located within Salesloft Analytics and Coaching. How: Check out the Interpret Salesloft Analytics with AI article for more information. Rhythm & CadenceCadence Enrollment RulesCadence Enrollment Rules allows administrators to control how many cadences a prospect can be enrolled in at the same time.Availability: This feature will gradually roll out to users over the coming week.Who: Cadence Enrollment Rules is available for the standard Salesloft admin role and users with the Override Cadence Enrollment Restrictions permission enabled.Where: Cadence Enrollment Rules are located within Cadence and Task settings.How: Check out the Manage Cadence Enrollment Rules article for more information.  CC/BCC Enhancements for Cadence EmailsCC/BCC Enhancements for Cadence Emails introduces the ability to CC/BCC recipients on Cadence Email Steps.Availability: This feature will gradually roll out to users over the coming week.Who: CC/BCC Enhancements for Cadence Emails is available for all Salesloft users.Where: CC/BCC Enhancements for Cadence Emails is located within the email composer window while creating a Cadence Email Step.How: Check out the Add CC/BCC to Cadence Emails article for more information. Channels & ConversationsDialer: Salesloft Connect Chrome Extension Background DialerThe Salesloft Connect Chrome Extension Background Dialer allows users to accept inbound calls without needing to have the dialer window open, streamlining the process. In addition, Salesloft dialer users no longer need to press "Open Dialer" when logging into the extension.Availability: This release is available.Who: Salesloft Extension Background Dialer is available to Salesloft Dialer users who have downloaded the Salesloft Connect Chrome Extension. Where: Salesloft Extension Background Dialer is available within the Salesloft Connect Chrome extension. The Extension Dialer opens as a new Chrome window.  How: Check out the Make and Receive Calls Using the Salesloft Connect Dialer article for more information. Dialer: Use Groups to Manage Dispositions and SentimentsUse Groups to Manage Dispositions and Sentiments allows Salesloft admins to control the dispositions and sentiments that Dialer users see by assigning them to specific groups.Availability: The latest release is available.Who: This feature is available for all Salesloft users. Dispositions and Sentiments are managed and assigned by Salesloft admins. Where: Groups to Manage Dispositions and Sentiments is configured within Disposition and Sentiment settings.How: Check out the Manage Dispositions and Sentiments article for more information. Platform, Data, & CRMRequired Fields for Person Records & Enhanced Workflow for Linking Person RecordsRequired Fields for Person Records improves the linking and creation of Person records with Lead or Contact records. This allows users to select which Lead or Contact record to associate a Person record with, create new Lead or Contact records from an unlinked Person record in Salesloft, understand which People are linked or unlinked, and mark fields as required.Availability: This release is available.Who: Required Fields for Person Records is available for all Salesloft users.Where: Required Fields for Person Records are located on Person records. The records are managed from the Person Field Configuration.How: Check out the following articles for more information:Person Field Configuration Create a Person in Salesloft Link a Person to a CRM in Salesloft  On-Demand (Manual) CRM SyncThe On Demand CRM Sync feature allows Salesloft Admins to easily start an inbound sync from their connected CRM to Salesloft.Availability: This release is available.Who: On-Demand (Manual) CRM Sync is available for Salesloft admins.Where: On-Demand (Manual) CRM Sync is located within Sync Management settings.How: Check out the Manage Manual Sync from CRM article for more information.  Mobile: Person Profile - Quick Action ButtonsThe Person page in Salesloft Mobile has been redesigned to improve efficiency by adding quick action buttons, informative tags, and enhanced relevant details.Availability: This release is available.Who: Person Profile - Quick Action Buttons are available for Salesloft mobile users.Where: Person Profile - Quick Action Buttons are located on the Person Profile Pages within the Salesloft mobile app.How: Check out the View a Person Page in Salesloft Mobile article for more information.DriftContent Classification for Bionic ChatbotsContent Classification for Bionic Chatbots allows for the sharing of specific content to a specific audience based on the site or page they are visiting.Availability: This release is available.Who: Content Classification for Bionic Chatbots is available for Drift customers with Bionic Chatbots.Where: Content Classification for Bionic Chatbots are located within the Content Library.How: Check out the Content Library - Content Classification article for more information. 

In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Channels & Conversations Platform, Data, & CRM DriftRhythm & CadenceAI Generated Email Steps for Personal CadencesPersonal Cadences now support AI Generated Email Steps. Who: AI Generated Email Steps for Personal Cadences are available to all Salesloft users with the ability to create Personal Cadences.Where: AI Generated Email Steps for Personal Cadences can be found when adding an Email step to a  Personal Cadence.How: To learn more, check out the Create a Cadence Email Step Using AI article. Filter, Sort, & Group Enhancements for RhythmNew user experience for filtering, sorting, and grouping activities in Rhythm that allows users more flexibility for managing their workflow.Who: available to all Salesloft users.Where: Found within the Rhythm area of the platform.How: To learn how to apply filters, check out the Filter Salesloft Page Views article.  Deals & ForecastAccount-Based ForecastingAccount-based forecasting allows Salesloft users to submit and manage forecasts at the account level, for every account in their book.Who: This is available to Salesloft users with Forecast. Forecast is only available to teams with the Premier license and Salesforce CRM.Where: To access Account Based Forecasting, hover over the workspaces tab and click Forecast. On the forecast screen, select the account segments tab.How: Check out the Submit an Account Forecast in Salesloft article for more information.Set Forecast Goals by SegmentAllows teams to set and manage different forecast goals for each of your segments. Who: This is available to Salesloft users with Forecast. Forecast is only available to teams with the Premier license and Salesforce CRM.Where: Set forecast goals and segments from the forecast tab under general settings How: To learn more, check out the Forecast Segments and Manage Goal Settings articles.  Channels & ConversationsAuto-Record for Microsoft Teams New UI ChangesIntroduces a toggle that allows users to enable or disable meetings that are set to auto-record for Microsoft Teams meetings. Any upcoming Microsoft Teams meetings that are scheduled on your calendar should appear inside Salesloft Conversations. Users can confirm the meeting is set to auto-record and click the toggle to disable auto-record for a particular meeting.Who: This is available for all Salesloft users that utilize Microsoft Teams and Conversations.Where: The toggle can be found next to each meeting in the Upcoming section of Conversations.How: Check out the Auto-Record Microsoft Teams Meetings in Salesloftarticle article for more information. Platform, Data, & CRMGranular Permissions for 3rd Party IntegrationsWhen enabling a third-party integration, customers can now view how the integration will use their Salesloft data. For partner developers, can now select the specific permissions your integration needs to operate.This ensures that third-party applications are only accessing data that they need.Who: Salesloft customers who use integrations and Salesloft developers who build them.Where: This information can be found in the Salesloft App Hub (https://accounts.salesloft.com/oauth/applications) and during the integration authorization flow.How: Developers will be able to specify the scopes they want the app to use. Customers will be able to see what scopes an app needs when they are turning the integration on. To learn more, check out the Developer Portal.Audit Log EnhancementsUpdates for audit log users to improve performance, including:Reduce availability for downloadable CSV files from 90 to 35 days API endpoints to request report and retrieve the file Webhook for notifications that audit log report has been processed and sentWho: Salesloft users that use the Audit Log.Where: The Audit Log can be found by navigating to the Audit Log page under Settings.How: Check out the Manage Audit Logs article for more information.Bulk Group Creation via CSV FileBulk Group Creation via CSV allows users to create, update, and delete groups and group assignments via CSV within Salesloft.Who: Available for admins and users with the manage_team permissions.Where: Bulk Group Creation via CSV can be found in the Groups settings page.How: Check out the Bulk Import Groups via CSV article for more information.Salesloft Mobile - Settings page updateThe Settings Page in the Salesloft Mobile App has been updated for a more streamlined experience.Who: Settings Page Updates are available for Salesloft Mobile App users.Where: Settings Page Updates can be found within the Salesloft Mobile App.How: Download the most recent update for the Salesloft Mobile App. DriftBionic Chatbot Guided Testing & Training EnhancementsThe Bionic Chatbot testing page now includes Topic Classifiers, Scenarios, Keyword Search, and Filter and Sort buttons to improve your ability to identify and test your Bionic Chatbot’s responses to various buyer scenarios. These enhancements improve the training process for Bionic Chatbot to ensure you’re able to improve your buyer experience by more reliably providing accurate and helpful information to your site visitors.Who: Bionic Guided Testing & Training Enhancements is available for Drift users that utilize Bionic Chatbots.Where: Bionic Guided Testing & Training Enhancements can be found on the Bionic Chatbot testing page.How: Check out the Drift Message Inspector article for more information. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Channels & Conversations Platform, Data, & CRM DriftRhythm & CadenceCadence Focus Zone in Salesloft Connect Chrome ExtensionThe Cadence experience in Salesloft Connect now mirrors the Focus Zones you use in the web application. Navigate between the Rhythm and new Cadence Focus Zones in the Salesloft Chrome Extension to execute your due activities.Who: Available to Salesloft Connect Chrome Extension users.Where: Cadence Focus Zone is available in the Salesloft Connect Chrome Extension.How: Instead of the Cadence icon in the Chrome extension side panel, users will go to Rhythm workflow to run Cadence steps. They can also select the Cadence Focus Zone from the dropdown menu to focus on executing only Cadence steps. To learn more, check out the Run Cadence Steps in Rhythm Sidebar article. Refreshed Plays ViewThe Plays settings page features an improved Play list view as well as other visual enhancements.Who: Plays are available to Salesloft users with permissions to create and manage Plays.Where: Plays can be found on the Plays settings page.How: To learn more, check out the Manage Plays article. Channels & ConversationsBulk Authentication for ZoomBulk Authentication speeds up the configuration process and the added user table makes managing users easier than ever.Who: Bulk Authentication for Zoom is configured by Salesloft Admins.Where: Bulk Authentication for Zoom can be found in the Zoom settings. How: Check out the Bulk Configure the Zoom API Integration article for more information.Microsoft Teams Auto-recordMicrosoft Teams auto-record automatically records Teams meetings,increasing your recording capture rate.Who: Microsoft Teams auto-record is available for Salesloft users that have Microsoft teams connected.Where: Auto-record will start automatically with this release.How: To learn more about Microsoft Teams Auto-record, check out the Auto-Record Microsoft Teams Meetings in Salesloft article.Improved Conversations ReliabilityBack-end updates to conversations that provide customers with more reliable meeting states.Who: All Salesloft usersWhere:  Improved Conversations Reliability will start automatically with this release. How: To learn more about this Conversations improvement, check out the Conversations States user guide. New Transcript Languages Chinese, Japanese, and Korean have been added as supported languages to Conversations Transcripts.Who: All Salesloft users.Where: Find Transcript Languages in Salesloft Conversations.How: To learn more, check out the Conversations Transcripts article. Manage recording permissions in bulk from Conversations Admin SettingsManage recording permissions in bulk with a new toggle option, now located in the create recordings section of the Conversation Settings. Who: Conversations settings are available to all Salesloft administrators.Where: Create Recordings Migration is located in the Conversations Admin Settings page.How: Navigate to the Conversations settings page to enable or disable recording permissions for your users. To learn more, check out the Manage Conversations article. Platform, Data, & CRMAccount Team SyncAutomatically sync your team members as user relationships in Salesloft without creating new Salesforce fields. The synced team members can then be used in account filtering and to assign tasks in automation rules and Plays.Who: Account Team Sync is available to Salesloft users that use Salesforce as their CRM.Where: Account Team Sync is configured in CRM settings. User relationships are viewed on an accounts profile page.How: Check out the Manage Account Team Sync help article for more information.Missed Calls in the Activity FeedMissed Calls are shown in the Activity Feed.Who: Available for all Salesloft users. Where: Available in the Salesloft Activity Feed which can be found in-app on the Person Profile Page.How: When a missed call is received, the event is logged as an activity that can be viewed on the profile of the prospect that made the phone call if they exist in Salesloft. Check out Logged Activities Inside the Activity Feeds for more information. Group Management EnhancementsThe Groups settings page has a new design that introduces a number of visual enhancements for a more streamlined experience.Who: Group Management is available for all Saleloft users with the manage teams permission.Where: Group Management is located on the Groups settings page.How: For more information, check out the Manage Groups and Hierarchy article. Required Fields Supported for Record Creation in Salesloft Connect Chrome ExtensionThe Salesloft Connect Chrome extension now supports required fields when linking a Salesloft Person record to a Lead or Contact in the CRM, helping improve data integrity and the overall synchronization experience.Who: Required Fields for Record Creation is available to all Salesloft users utilizing the Salesloft Chrome Extension.Where: The Salesloft Chrome Extension.How: Learn more in the Create a Person From the Extension Side Panel article. DriftBionic Guided Testing and Training EnhancementsWe’re introducing several enhancements to the Drift Bionic Chatbot training page to improve the usability and outputs generated by testing and training workflows. These updates include:Adding search input  Adding topic classifiers  Add Scenarios section to the testing page  Opening message inspector as soon as the bot responds  Adding a link to edit scenarios in the message inspector.Who: Guided Testing and Training is available to Drift users with Bionic Chatbots. Where: Guided Testing and Training is located on the Bionic chatbot testing page.How: Check out the Test and Train Responses and Message Inspector articles for more information.Vertex verification workflowWe’re improving the user experience for the domain verification process in Drift by providing clear, in-context guidance directly within the Drift Content Library. Our improved Vertex Verification Workflow offers step-by-step instructions for domain ownership verification and association requests, providing real-time status updates reflecting the customer's current step in the indexing process and adding banners with step-by-step instructions to improve clarity and time to value for Bionic Chatbots.Who: Vertex Verification Workflow is available for Drift admins Where: Vertex Verification Workflow is located in the Drift content library How: Check out the Verify the Domain for Drift Vertex AI article for more information.

 See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas: Rhythm & Cadence Platform, Data, & CRM Extension and Integrations Drift   Rhythm & Cadence Simplified Create Plays Flow The Plays settings page now features a “Create Plays” button to begin Play creation. The “Discover Plays” tab has been replaced by the Create Plays button.Who: This feature is available to admins and Salesloft users with Play creation permissions.Where: The Plays settings page.How: Click the “Create Play” button to select a Play template and begin creating your Play. Selecting “Create Plays” will take you to the “Start from a Template” page. Influence Metrics for CadencesCadence Outcomes reporting now leverages the influence model to include new metrics like total influence on meetings booked and opportunities created, in addition to the last-touch meeting rate and opportunity rate.Who: This feature is available to all Salesloft users.Where: Cadence outcomes are visible in the following locations: The Cadences Page list. You can find Cadence Outcomes by clicking “Cadences” in the “Content” tab. Cadence Overview Page: The Cadence details will show metrics at the top of the page.  Cadence Standard View in Analytics: Go to the Analytics navigation. Select Content Performance. The report can be viewed at the bottom of the page. How: Check out the Cadence Metrics Overview article to learn more about how to measure and interpret the outcomes of your Cadences.  Platform, Data, & CRM Influence MetricsIn app analytics have been updated to include new metrics Influenced Meetings Influenced Opportunities For users with Deals enabled Influenced Pipeline Influenced Revenue Avg. Influenced Sales Cycle Influenced Win Rate Avg. Influenced Deal Size Who: This feature is available to all Salesloft users.Where: Influence Metrics can be found in the following Salesloft locations: Analytics in the Salesloft platform. Plays Overview Page Cadence Overview PageHow: To learn more about Influence Metrics, check out the Understanding The Influence Model article. Extension and Integrations Outlook - Drop Down Menus for Custom Fields in Person Creation This update allows users to select from custom fields using drop down menus while creating a Person in Microsoft Outlook.Who: This feature is available to Salesloft users who use the Outlook add on.Where: Drop down menus for Custom Fields can be found while creating a person in the Outlook add on.How: Where there are custom fields with pick lists in Salesloft for person creation, there are now the same drop downs available in the Outlook add on. Drift Guided Testing and Training Guided Testing and Training streamlines the training process for Bionic Chatbot by importing  testing history into the AI responses testing page, as well as the rating the customer gave each response. We aggregate all ratings into an overall acceptance score with a clear breakdown of questions to allow you to more easily train your Bionic Chatbot based on past response behavior.Who: This feature is available to Drift users with access to Bionic Chatbots.Where: Guided Testing and Training is found on the AI response testing page.How: Check out the Bionic Chatbot article to learn more about Guided Testing and Training.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas: Rhythm & Cadence Channels & Conversations Platform, Data, & CRM Deprecation NoticeRhythm & Cadence Follow-Up if No ReplyFollow-Up if No Reply is an email follow-up reminder that you can set up when you compose an email, helping you to stay on top of communication.Who: This feature is available to all Salesloft users.Where: Follow-Up if No Reply is configured within the email composer by each user.How: While composing an email, click the checkbox at the bottom of the composer to configure the reminder. To learn more, check out the Create Follow-up Task for No Reply Email article.   Play OutcomesPlay Outcomes leverages an underlying influence model to show detailed insights into the performance of Plays over the last 90 days, including key metrics like meeting rate, opportunity rate, win rate, average sales contract, pipeline generated, and revenue generated; and how the changes over time compared to the previous 90 days. Who: This feature is available to all users with access to Plays via Plays: Manage permissions.Where: Play Outcomes can be viewed in the Play overview pages and within Analytics Reports (Content Performance: Plays). Users may need to scroll over to the right to view the influence metrics. How: Check out this Play Outcomes article to learn more about how to measure and interpret the outcomes of your Plays. Channels & Conversations Collaboration LicensesCollaboration Licenses provide users limited access to Conversations, allowing them to view recordings, add comments, and access conversational data without providing full access to the Conversations platform. Who: This feature is available to all Salesloft teams with an Advanced or Premier license. Collaboration licenses are assigned by a team admin.Where: Collaboration Licenses are assigned from the Users Settings. When a user is assigned a Collaboration License, they will have limited access to the Salesloft platform. To learn what is included in the Collaboration experience, check out the Getting Started With Collaboration Licenses article.  How: To learn how to set up Collaboration Licenses, check out Manage User Settings. Conversation User Settings RedesignConversation Settings have been  redesigned to provide a more streamlined and user-friendly experience.Who: This feature is available to all users.Where: Conversation Settings are located under the Communication section of the Settings page.How: Check out the Your Conversations Personal Settings article to learn more about Conversation Settings. The settings may vary based on your Conference Provider. Check out the following articles for more information: Zoom Google Meet Microsoft Teams  Platform, Data, & CRM SCIM EnhancementsWe have updated the Okta Enterprise SCIM implementation so that our new integration can provision users with: Custom Roles License Group Assignment  Adhere to SCIM Enterprise 2.0 specificationsHow: Check out the SCIM Enhancements article to learn more.Deprecation NoticeIn January 2025, Salesloft will deprecate the following features: Contact Dashboards in Salesloft Deals  Drift Video: Check out our Drift Video Offboarding article for more information. We recommend Vidyard as Salesloft’s preferred video partner. For more information, check out the Feature Deprecation Process. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Deals & Forecast Platform, Data, & CRMRhythm & CadenceSingle Signal, Multiple Play Actions per RoleSingle Signal, Multiple Play Actions per Role provides the ability to set more than one Task while creating a Play, allowing you to implement multi-threaded orchestration strategies when working target Accounts and Deals.Who: This feature is available to all Salesloft users with an Advanced or Premier license. Plays can be created and managed by team Admins. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the “Add action” button to add an additional Task to the Play.AI Generated Email Step for CadenceLeverage generative AI inside your Cadence Email steps to draft the initial email message with up-to-date buyer context. Reps can efficiently send personalized emails in their Cadence workflow with minimal manual effort, while adhering to messaging guidelines that admins establish for the Cadence step.Who: AI Generated Email StepsSteps are configured by Admins while creating a Cadence.Where: AI Generated Email Steps are enabled while creating a Cadence and will populate information in the email composer while completing the Cadence step.How: AI Generated Email Step for Cadence can be enabled or disabled for the whole Saleloft organization within the Artificial Intelligence settings page. Once enabled, generative AI will research, draft and personalize the Cadence email to the specific buyer. See the Add an Email Step article for more information.Log Missed Calls in the Live FeedWhen a call is missed, a notification will appear in the Live Feed.Who:  Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: In the event that a call is missed, a new notification will appear in the Live Feed telling the seller that they missed a call. The notification will include who called and what number it was from.Account-Based Signals in the Live FeedWhen a third-party signal is received at the account level, it will appear in the Live FeedWho: Available for all Salesloft users. Where: Available in the Salesloft Live Feed which can be found in-app, in the Salesloft extension, and in Salesloft Mobile.How: When an account-based signal is received, a new notification will appear in the Live Feed. The notification will allow users to navigate to the Salesloft account page.Deals & ForecastForecast SettingsWhen creating a Forecast, the Forecast type and metrics will be applied based on segment rather than  the whole organization. This allows for more forecasting customization options and different use cases, such as forecasting by account or opportunity.Who: Forecast is available to teams with  the Premier package. Forecast Settings are configured by Salesloft Admins.Where: Forecast Settings are configured within the Forecast Admin settings page.How: See the Manage Deals Forecast article for more information on how to configure Forecasts. No changes or updates need to be made to existing Forecasts.Platform, Data, & CRMAPI: New OAuth Grant Type for Client CredentialsSalesloft now supports authorization via Client Credentials in addition to Authorization Code when creating a new app to connect third-party systems to Salesloft. Who: Teams with custom/internal integrations who want to make system-to-system requests. Where: Salesloft App Hub How: When creating a new app, admins will have the ability to specify the grant type called "Client Credentials". Will only be available for Private Applications. 

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. Fall 2024 LaunchCommand CenterCommand Center streamlines data from across the revenue lifecycle so teams can visualize key insights from their entire process - from prospecting to closing - in one place. Teams can view powerful AI Insights and empower immediate action through new Plays, which can be enabled directly from Command Center.Who: Command Center is available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: Command Center is a part of Salesloft Analytics.How: See the Command Center Overview article to learn more. AI Insight: Objection HandlingThis agent helps scale the process of coaching by identifying reps in need of coaching due to having a low win rate and high objections per deal. Who: Command Center AI Insights are available for all Salesloft license types. It’s designed for Revenue Leaders, including RevOps, Sales Leaders & Managers.Where: AI Insights can be found within Command Center.How: See the Objection Handling AI Insight & Play article to learn more.AI Insight: Stalled DealThis agent helps validate pipeline faster by using historical analysis of deal progression and win rates to identify deals that have sat in any stage for too long so teams can take action before any losses occur.Who: Available to all Salesloft users. Must have Deals configured to leverage Stalled Deals. Deals is only available to Salesforce CRM users. Where: AI Insights can be found within Command Center. The Stalled Deal insight is also visible within the pipeline view in Salesloft Deals.How: See the Stalled Deals Insight & Play article to learn more. AI Insight: Signal ConversionThis agent enriches Seismic and Highspot Plays with data on how the signal impacts conversion rates. For RevOps and admins, the insight is surfaced in Command Center with a prompt to enable related Plays if they are not already in use.  Who: Command Center AI Insights are available for all Salesoft license types. Must have the Seismic and/or Hubspot Integrations set up to leverage this agent. Where: AI Insights can be found within Command Center. The Signal Conversion insight also appears on Seismic and Highspot Plays in the Rhythm workflow.How: See the Signal Conversion AI Insight & Play article to learn more. Rhythm & CadenceRhythm in Salesloft Connect Chrome Extension for Salesforce Users Rhythm is available when using the Salesloft Connect Chrome Extension in Salesforce.Who: Rhythm in Chrome Extension is available to all licenses but requires the use of Salesforce.Where: Rhythm in Chrome Extension can be found within the connect for Salesforce Side Panel.How: Update the Chrome Extension to the most recent version to start using Rhythm in the Chrome Extension.Open the side panel within Salesforce to view and run Rhythm tasks. To learn more, check out the Salesloft Connect for Salesforce article. Review Record in PlaysReview Record is available as an action in Plays. In addition to the Stalled Deals Play, Review Record can be used in any Play to prompt a seller or manager to review a deal, update information, or log notes in response to a signal. The task is then assigned to a manager so they can review the record and follow up.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Record action.Time Block Action in PlaysA Play that prompts you to block time off on your calendar to complete important tasks related to your Deals like building pipeline, reviewing account news, or completing a handoff after a deal is closed. such as handoffs, direct calendar invites for prospecting, alignment meetings.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Time Block Action. Note: users must sync their calendar to Salesloft to use the Time Block Action. Review Scorecard Action in PlaysReview Scorecard is available as an action within Plays. By prompting reviews of seller conversations directly in Rhythm, sales managers can more efficiently coach their reps and provide feedback to their team at scale.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Advanced or Premier license. Where: Play Actions can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, select the Review Scorecard action.Deals & ForecastSearch Ability in Hierarchy Visibility Settings in ForecastSearch for individual users directly in the hierarchy table, with matching results highlighted for easy viewing — no need to expand each level. Who: Search Ability in Hierarchy Visibility Settings in Forecast is available for Salesloft admins with access to Forecasts. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM. Where: Navigate to Forecast, then click on the Admin tab, then click General Settings and then Deal Forecasts. From there scroll down to Hierarchy Visibility and click the Edit button.How: U the search bar at the top of the Hierarchy Visibility settings page to enter the name of the user you are looking for. Scrolling Enhancement on Forecast PageThe Forecast Hierarchy Table now has a new scrolling pattern that lets you scroll and view the entire table on one page. Who: Scrolling Enhancement on Forecast Page is available for Salesloft users with access to Forecast. Forecast is available to teams with Premiere licenses. To leverage Forecast, teams must be connected to Salesforce CRM.Where: In the Forecast Hierarchy Table within your Forecast Dashboard. How: Scrolling on the Hierarchy table will allow you to view the whole table. Add Search to Advanced FiltersThe advanced filters on the Deals Pipeline table are now searchable.Who: Add Search to Advanced Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: Add Search to Advanced Filters can be found by clicking on the Workspaces tab and selecting Deals. From here, click on the Advanced Filters icon to be able to search.How: Inside the Advanced Filters window, use the Search bar to type the name of a filter. Select the appropriate filters and click Save.   Deal Access Permission: Role LevelA role-based permission that enables/disables Deals for specific role types. If disabled for a role, it will remove Deals from the navigation for said users of that role type.Who: Deal Access Permission: Role Level is available by default to standard Admin and User roles. Custom Roles with the Deal Access Permissions may be configured by Salesloft Admins.Where: The Deal Access Permission can be enabled or disabled while configuring user roles.How: To add the Deals Access Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “deals” in the permissions search.  Confirm the Deals Access permission toggle is set to “On” (blue).  Deals Advanced Date FiltersWhen you add a Date field to a Pipeline Dashboard, you can filter by  custom dates and preset date periods.Who: Deal Advanced Date Filters is available for Salesloft users with access to Deals. Deals is available to teams with Advanced and Premiere licenses. To leverage Deals, teams must be connected to Salesforce CRM. Where: The Deals Advanced Date Filter can be found inside a Pipeline Dashboard. Navigate to the Pipeline Dashboard by clicking on the Workspaces tab and selecting DealsHow:  To add a date filter, follow these steps: Go to your Pipeline Dashboard and select the funnel icon to open Advanced Filters.  Find a date filter.  In the filter options, select Customer Date Range.  Select a start range using the calendar menu. Select an end date. Channels & ConversationsSupport More Transcript LanguagesSalesloft Conversations transcripts now support nine additional languages including:Danish Portuguese Swedish Vietnamese Polish Romanian Turkish Ukrainian RussianWho: Additional Transcript Languages are available for all users with access to Salesloft Conversations.Where: Additional Transcript Languages can be found within Salesloft Conversations.How: See the Conversation Transcript help article to learn more about Salesloft Conversations.Download Conversations Role-based PermissionA role-based permission that when enabled allows users to download a Conversation transcript, video, or audio. Who: The permission can be enabled for all users. It is defaulted ON for User, Admin, and Custom roles.Where: The Download Conversations Permission can be enabled or disabled while configuring user roles.How: To add the Download Conversations Permission to a custom role, follow these steps: Create a new role. The new role will appear in your Role Settings listview From the Roles Settings listview, select the role name to edit the role. You’ll land on the role permissions page Search “conversations” in the permissions search.  Confirm the Download Conversations permission toggle is set to “On” (blue).  Conversation Video Player UpdatesIntroduces several enhancements to the video player used within Conversations including a minimized video mode.Who: Conversation Video Player Updates are available for all Salesloft users with access to Conversations.Where: The Conversation Video Player can be found within Salesloft Conversations.How: Learn more about the Conversations Video Player in the View Conversations Video and Audio Recordings articleTemplate Page EnhancementsThe following enhancements have been made to the template pages: Ability to sort by Clicks, Opens, Replies, and Owner New column for Last Used. You can sort by Last Used.  Tag filters are now at the top of the page only, not in the left hand side bar.  Added Archived Templates filterWho: Template Page Enhancements are available to all Salesloft users.Where: The Templates Page can be found by clicking on Content at the top of the screen and then selecting either Template.How: Learn more in the Templates Page article. Platform, Data, & CRMConfigurable Analytics MetricsConfigurable Metrics gives Salesloft admins the ability to configure a particular metric (or set of metrics) to better align to their organization’s definitions. Users with the proper permissions will now have more control over how the Connected Calls, Meetings Attended, Meetings Booked and Positive Calls metrics are attributed within Salesloft.Who: Configurable Analytics Metrics can only be configured by a Salesloft admin but apply to the whole Salesloft instance.Where: Configurable Metrics can be managed from the Configurable Metrics settings page.How: See the Manage Configurable Metrics help article for more information.Visibility for Connected IntegrationsSalesloft will now show a list the third-party integrations that are connected to your Salesloft instance, and admins now have the ability to revoke access to these apps.Who: Visibility for Connected Integrations is available for all Salesloft users and admins, though only admins have the ability to revoke access to integrations.Where: The list of connected integrations can be found on the Integrations page in Settings.How: To learn more, check out the Salesloft Integrations article for admins and Set Up Your Profile - Manage Connected Apps for users. Opportunities APIDevelopers can view and manage opportunities via Salesloft’s public API. This allows customers with a custom CRM to import their Opportunity data into Salesloft.Who: Opportunities API is available to all Salesloft customers and is designed for customers without out-of-the-box CRM integrations..Where: Opportunities API can be managed from the Developer’s portal.  How: See the article in the developers portal for more information.Account and People List EnhancementsThe following enhancements have been made to the Account and People Lists: Ability to manage columns on the people list and account list Ability to filter by hot leads on people listWho: Account and People List Enhancements are available to all Salesloft users.Where: The Account and People lists can be found by clicking on Contacts at the top of the screen and then selecting either Accounts or People.How: To edit columns, follow these steps: Select the Edit Column button found on far right side of the filter row. The Customize Columns window will appear.  Search for fields or scroll through the list to select or deselect the available fields. Once a field is selected, it will appear in the Field Order side of the window.  Rearrange the order of your fields so they are in your preferred order.  To rearrange the fields, hover over a field name, click and hold the field title, then drag the field to the spot in the order. Once it's in the correct spot, release the field. You can remove a field from the list by clicking the cancel button to the right of the field name. Things to Note: If you have selected a Display By filter, that column will appear first in the report by default.  Click Apply.  Once the settings are applied, save your view so you can access the report again and again. Assign Managers to Salesloft Users Assign managers to your Salesloft users to create powerful revenue workflows in the Command Center. With managers assigned, automatically assign a Review Conversation Play to the manager when their rep receives too many objections in a meeting. Or assign a Review Record Play if a manager’s rep has too many stalled deals. The Pipeline view in Deals also includes a new feature to filter for your Manager Hierarchy.Who: Salesloft users with the “manage team” permission Where: Settings > UsersHow: In User Settings, edit a single user or select multiple users and then assign another user as their manager. If you are a Salesforce connected Team, your manager hierarchy will automatically sync from CRM. DriftMessage Inspector in Chat Data ReportThe Message Inspector in the Chat Data Report allows you to understand where site visitors are interacting with your Playbooks by inspecting messages on the chat data page, creating better visibility not only for Bionic responses, but also for the entire playbook end to end.Who: Drift CustomersWhere: The Message Inspector is found within the Chat Data report.How: Click on a message in the Chat Data report to inspect it.Control Over the Source URL to be Used in Bionic ChatbotsSource Improvement allows users to correct the underlying source that the Bionic bot generates its responses from so that it can redirect users to the best possible page and quickly and accurately gather the correct context from which to answer site visitor inquiries.Who: Drift CustomersWhere: Drift AI Response Testing page and Chat ReportHow: Click on “Bad Response” - “Use a different source” and select the source URL where the response is availableOff Topic Training WorkflowYou can now mark questions as off topic and the bot will not answer those questions the next time it’s asked, or they will be able to instruct the bot to answer a question from the knowledge base if it incorrectly categorized the inquiry as off topic.Who: Drift Bionic Chat Customers.Where: AI Responses Testing PageHow: if it should be off topic - thumbs down > off topicif it should be on topic - thumbs down > should have answered the questionDrift Video ​​Notice of DeprecationIn January 2025, Salesloft will deprecate Drift Video. We recommend Vidyard as Salesloft’s preferred video partner.

We wanted to give you a quick update regarding our October monthly release notes. With our Fall Launch coming up on November 13, we’re bundling the October and November updates into a single release note on November 13. What This Means for You:All the October highlights you’re looking forward to—including improvements, new features, and user-experience enhancements—will be announced alongside our feature-packed Fall Launch release. This allows us to give you a comprehensive overview of all the impactful changes and upgrades at once.Stay tuned for an exciting Fall Launch full of insights to elevate your platform experience – and the introduction of Command Center! Thank you for your patience and continued engagement as we work to bring you a stellar lineup of updates.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Platform, Data, and CRM Conversations Mobile DriftPlatform, Data, and CRM People List EnhancementsThe following filters have been added to the People List:Filter by industry Filter by user relationship Filter by Cadence assignee Filter by Cadence: ‘any cadence’ (people active in a cadence).Who: People List Enhancements are available for all Salesloft users.Where: Navigate to Contacts in the top menu and select People to access the People list.How: Use the Add filter button on the People List to be able to select filters. For instructions on how to filter the People List, see the Filter Salesloft Page View article. Conversations SMS Opt-Out ComplianceSalesloft Messenger will automatically append a “Reply STOP to opt-out” message to the first new message sent to a person.Who: Users who utilize the Salesloft Messenger desktop app.Where: SMS Opt-Out Compliance applies to new SMS conversations that are sent via the Salesloft Messenger desktop app.How: For more information check out Messenger Regulation Guidelines and Important Things to Know About Messenger. Conversations Access Permissions: Team-level & Role-levelTwo new permissions have been added to Salesloft that will allow admins to control user access to Conversations:Team-level Conversations Access Permission: enables/disables Conversations for the entire Team. Role-level Conversations Access Permission: role-based permission that enables/disables Conversations for specific role types.Who: The Conversations Access Permissions are accessible to Salesloft admins.Where: The Conversations Access Permissions can be found on the Roles Settings page.How: Learn more in the Roles and Permissions article.Google Granular PermissionsTo ensure users are successfully connected to all areas of Google, a new banner has been added to remind users to "select all" permissions when connecting to Google and send an alert if any permissions have been left off.Who: Salesloft users connected to Google (email, calendar, and Google Meet).Where: The banner appears when configuring your email, calendar, and Google Meet.How: When configuring your email, calendar, and Google Meet, the banner will appear to remind you to select all permissions. To learn more check out the How does Salesloft connect to Google Workspace? article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App version 1.18.11 and later.Where: The Salesloft Mobile App is available on iOS and Android.Add Notes/Log Meeting Notes on MobileAdd functionality to the Salesloft Mobile app that allows users to create and display notes assigned to specific contacts.How: Follow these steps to add notes to a contact record:Access a contacts profile Scroll to the new Notes card under Recent Activities View existing notes Create a new note by clicking the “+” icon DriftIntelligent Search - Feedback LoopEasily correct wrong answers from Intelligent Search responses with the new Intelligent Search Feedback Loop. Within a conversation, provide thumbs up/down feedback and then select “Bad Response” to update the source and generate a new response that Drift will use for future inquiries.Who: Drift users with access to Intelligent Search.Where: Intelligent Search can be found by clicking into the Playbook tab, and selecting Intelligent Search. How: To learn more about the Intelligent Search Feedback Loop, see the Intelligent Search article.Off Topic RedirectsThe Bionic Chatbot will not answer questions that are not relevant to the knowledge base that it uses as a source. Instead it will say “I'm sorry I can't help you with that, but if you have any questions about [company name] I'd be happy to assist you!”.Who: Drift users who utilize Bionic ChatbotsWhere: Off Topic Redirects are part of Bionic ChatbotsHow: To learn more about Off Topic Redirects, see the Bionic Chatbots article.Semantic CacheSemantic Cache stores Bionic Chatbot responses and consistently replicates them. This increases the response quality and consistency across Bionic Chatbot responses.Who: Drift users who utilize Bionic ChatbotsWhere: Semantic Cache is part of Bionic ChatbotsHow: To learn more about Semantic Cache, see the Bionic Chatbots article.Response Refinement WorkflowResponse Refinement helps you more effectively train your Bionic Chatbot, correcting itself in real time, and providing confidence in the bot's ability to correctly answer questions when site visitors ask them.Who: Drift users who utilize Bionic ChatbotsWhere: Response Refinement Workflow is part of Bionic ChatbotsHow: To learn more about Response Refinement Workflow, see the Bionic Chatbots article. 

Version 1.6.13Submitted on Jun 11, 2025  Bugs that were fixed:Salesforce people records were jumping to the next step in the cadenceVersion 1.6.12Submitted on Jun 6, 2025  Bugs that were fixed:Dialer was not calling mobile numbers when using click to call button Version 1.6.11Submitted on May 30, 2025  Bugs that were fixed:Added an alert when no microphone is detectedVersion 1.6.10Submitted on May 28, 2025  Bugs that were fixed:Fixed an issue with the email panel placementVersion 1.6.9Submitted on May 19, 2025  Bugs that were fixed:Voicemail drop icon can now be hidden when requested CRM icons now show the correct CRM Dialer was not pulling in secondary number if primary was blank Newly added phone numbers will now stay in sync with cadence stepsVersion 1.6.8Submitted on Apr 30, 2025  Bugs that were fixed:Phone numbers from previous contacts were showing up in dialer windows Create person URL fields were not allowing some URL addresses Lofting a meeting was changing from busy to free for some users Link to CRM functionality was updated to correct access levelVersion 1.6.7Submitted on Apr 15, 2025  Bugs that were fixed:Fixed Hubspot syncing issue Resolved authentication token issues  Link to CRM flow improvementsVersion 1.6.6Submitted on Apr 15, 2025  Bugs that were fixed:User tokens were not being automatically refreshed resulting in sign outs Do Not Contact rules were applied to the next searched contact New task pane was opening when applying a filter Microphone settings were not persisting between dialer sessions Improved Cadence speed  Hubspot import buttons were improvedVersion 1.6.5Submitted on Apr 4, 2025  Gradual Rollout through the week of April 18thWhat’s NewThe dialer pop out window no longer needs to be open to “listen” for inbound calls! Users with this new version will receive a notification to accept or reject the call from the top of their chrome window.  Accepting will automatically open the pop out dialer window.  Learn more here! Bugs that were fixed:Completed Email Steps were reappearing after sending the email Only required fields will initially show when linking a lead to a CRM record A banner asking you to enable microphone permissions for callsVersion 1.6.4Submitted on Mar 28, 2025 Bugs that were fixed:Call notes were erasing from the dialer notes menu as they were being typed or during different call states Cadence call steps were not clearing after completion Cadence filters were not being remembered when opening a new tab or beginning a new cadence Navigation between cadences was not working correctly causing a refresh of contacts Rhythm tasks were initially loading on the Cadence menu Recurring meetings were not functioning consistently Minor UI fixes in the dialer menu Search box was overlaying the edit person menu option Some tooltips were spilling over the frame of the extension Localization improvements to tab headersVersion 1.6.3Submitted on Mar 20, 2025 Bug Fixes/ImprovementsCadence steps were freezing or very slow for some users.  We found a likely culprit and applied a fix for this. Click to Call buttons will now show on additional types of phone number fields in Salesforce. Fixed a Call Notes issue where entered text was deleted as it was typed.   Fixed an issue where the company name was not being added correctly when creating a new person record. Automation rules will now fire correctly when logging a call. Recurring or Private meetings were incorrectly being lofted, this has been fixed. Some users were having issues with their authorization tokens causing frequent signouts, this has been resolved. Lofted emails were occasionally failing to register as activities, which has been fixed.Version 1.6.2Submitted on Mar 14, 2025 Bug Fixes/ImprovementsWe’ve made the Focus Zone memory much more sticky.  Choose Cadences for example and each new tab will default to that choice.   Addressed an issue with system notifications that could sometimes cause an incoming call to drop.Version 1.6.1Submitted on Mar 11, 2025 Bug Fixes/ImprovementsFixed an issue where users with the same names but different email addresses were not being lofted correctly.  Resolve an issue with Vidyard not working while in a maximized state Inbound call notifications will now wrap correctly for longer names Cadence steps accessed from the Person tab should again have a link to allow users to execute upcoming tasks.Version 1.6.0Submitted on Feb 28, 2025 What’s NewCadence Icon has been moved under the Workspace icon as a focus zone. Learn MoreBug Fixes/ImprovementsAll included fixes from 1.5.7 Resolved Dialer issues relating to Connectivity warnings and audio settingsVersion 1.5.8Submitted on Feb 28, 2025 Version 1.5.7 was rolled back due to a number of bug reports,  resulting in version 1.5.8 Version 1.5.7Submitted on Feb 24, 2025 What’s NewSalesforce users will start seeing a banner in the cadence tab letting them know that the cadence tab will be moving under the Workspace icon and exist as a focus zone with Rhythm. Learn MoreBug Fixes/ImprovementsUpdated our email pane component to latest version  Added an indicator to denote text that was generated from AI Fixed an issue that was causing logouts on Hubspot when creating a task Updated dialer components to improve stabilityVersion 1.5.6Submitted on Feb 18, 2025 Bug FixesFixed an issue with inline images lofted in GMail not rendering correctly in Salesloft Hubspot import button now displaying correctly Updating how we add dial icons to phone numbers to be more consistent with their display in Salesforce.Version 1.5.5Submitted on Feb 5, 2025 Bug FixesImproved search results speed Updated dialer components to improve stability for inbound callsVersion 1.5.4Submitted on Feb 3, 2025 Bug FixesAddressed an issue where some Gen AI emails were not sending correctly Increased the size of the AI reply generatorVersion 1.5.3Submitted on Jan 22, 2025 What’s NewStarting to roll out the new Follow-Up email task option for both Salesforce and GMail.  Look for it next to the “Loft it” button! You can now see and reschedule automated steps in the Person cadence tab.Bug FixesAn error was immediately showing in BCC fields as users were typing, we’ve adjusted this. Fixed an issue where an error message was also showing a confusing confirm message when saving calendar related updates. Some Timezones were resetting when sending emails from cadences steps but this has been fixed.Version 1.5.2Submitted on Jan 9, 2025 Bug FixesCalendar custom settings were being erased and should now applied correctly Resolved an issue where opening 2 email panes for 2 different records with the same email resulted in a crash Updating a Person’s contact info will now keep you on that person Fixed an issue where sorting was reverting to timezone in cadences When lofting an email and adding them to Salesloft, the extension will correctly refresh to show they’ve been added Fixed an issue with the Quick Action Email button not working in SalesforceVersion 1.5.0Submitted on Dec 16, 2024 Bug FixesPlease refer to the notes for 1.4.3 as all items were re-introduced in this version Fixed an issue with calls not ending when in passthrough mode. Clicking on a person link in the live feed will update the person tab to that record “View more” button now displays all text on phone steps Version 1.4.4Submitted on Dec 11, 2024 Rollback ReleaseDue to an increase in Dialer issues where calls were not ending properly when in passthrough mode, we’ve reverted the 1.4.3 release back to 1.4.2 as we investigate further.Version 1.4.3Submitted on Dec 9, 2024 Bug FixesThe 15 minute meeting option has been fixed to correctly display in the dropdown. An arrow to select the next month in our date picker has been moved back onto the form instead of appearing off the page. Clicking on a Salesloft email button in Salesforce will now only pop open the Salesloft email pane instead of both Salesloft and Salesforce.   Creating a call task will now be blocked for users in a Do Not Call status. Rescheduling a task was preventing the ability to choose a date from the next month, that’s now fixed. Fixed an issue where you were not able to update call settings while in a call.  Switching your headphone and microphone mid call is now possible. “Schedule All” and “Complete All” are not working correctly with updated messaging. “Log and Complete” was repositioned to no longer block key areas of the CRM screen.Version 1.4.2Submitted on Nov 27, 2024 Bug FixesFixed an issue that was causing an internal service error when lofting emails for some users. Resolved an issue where switching between a users activity tab was causing an error. Fixed an issue where the pending log message was appearing in the dialer when it should not have. Dialer Everywhere (right click action) was misbehaving and is now working correctly. We fixed an issue where linking an account on a person record will not clear out any fields you’ve entered before saving. Resolved an issue with our voicemail drop ins producing an error message. Version 1.4.1Submitted on Nov 21, 2024 Bug FixesRestored the “End Call” tone when ending a call. Fixed an issue where some completed cadence steps were not showing on the cadence tab. Clicking on the Live feed icon should again trigger a refresh of the feed. Version 1.4.0Submitted on Nov 14, 2024 What’s NewOur “new version” banner has temporarily been removed as it wasn’t performing the way we intended.  We’ll bring it back after a rework in an upcoming release.Bug FixesClicking on a person’s name in the live feed will now take you to that user's contact record instead of refreshing context on the page. When editing a person's record, we’ve added a message to warn you if entering a duplicate email address. Version 1.3.14Live on Nov 5, 2024 Bug FixesRolled back to version 1.3.12 due to reported issues with Loft it button Version 1.3.13Submitted on Nov 1, 2024 Live Nov 5, 2024 Bug FixesFixed an issue with Book a Meeting modal closing unexpectedly Version 1.3.12Submitted for Chrome Store approval on Oct 31, 2024 Bug FixesGeneral dialer bug fixes and stability improvements Import button should now display for certain contact and account screens Version 1.3.11Submitted for Chrome Store approval on Oct 28, 2024Bug FixesAddress bugs related to the new Google Calendar UI change: Fixed meeting edits from duplicating meetings Fixed meeting edits from sending out duplicate notifications Fixed Zoom and Teams links from disappearing after lofting a meeting   Fixed an issue with some contact fields not displaying correctly in the sidebar Version 1.3.10Oct 25, 2024What’s NewWe’ve reorganized and reordered what actions are in the Person edit menu vs our Quick Action buttons on the Person tab page. “Edit Person” and “Mark as Success” buttons have been moved to the Person edit menu “Create a Task” was relocated from the edit menu to a dedicated Quick Action button (for Rhythm enabled teams) “Add to Cadence” is now a quick action button  Bug FixesThe reload button in our “New Version” banner wasn’t triggering the extension to update to the newest version as intended. Going forward, this is fixed. The Import button should now show in certain list views in Salesforce. Fixed a navigation issue when deleting a person record. Version 1.3.9Oct 23, 2024What’s NewAdded “Create Person” to our action button at the top of the extension navigation menu.Bug FixesFixed an Account linking issue that prevented a contact from synching correctly. Fixed a bug that was causing the last digit of UK phone numbers to be missing. Version 1.3.8Oct 16, 2024What’s NewAdded a new banner to alert you when a new version of the extension is available. Find out what’s new by clicking the version badge in the action pop up in your chrome bar! Rhythm tasks can now be rescheduled to a custom date.  (available for Early Access customers)Bug FixesFixed an issue for some Salesforce Classic users where tasks were not auto navigating to the correct record. Fixed a bug where some users were unable to edit tasks from the Rhythm queue. The import button should now appear correctly on Person Account pages in Salesforce. Version 1.3.7Oct 11, 2024What’s NewRhythm is here! - Early Access has started for select Salesforce customers with a gradual rollout occurring over the next few weeks. One-off Task creation is available for teams that have Rhythm tasks enabledBug FixesRemoved a Zoom alert when not connected Fixed the progress bar overlapping a search window on the Workflow screen Dialer pop out window can now be resized to a smaller default sizeVersion 1.3.6Oct 1, 2024What’s NewYou can now select a custom date when rescheduling any cadence task. New Icons and Controls were added to more easily view and manage a prospects status from the Person tab.Bug FixesFixed an issue that prevented ‘Click to call’ buttons from appearing for certain phone number formats. Version 1.3.5 Sep 25, 2024Bug FixesGeneral bug fixes and localization improvements Version 1.3.4 Sep 24, 2024What’s NewMade dropdown positioning more ergonomic in the dialer Slightly increased spacing between the sidebar buttonsBug FixesResolved an issue that was causing cadence tasks to be incorrectly completed in some cases Fix a bug where Dialer would erroneously complete previously selected call actions Fixed an issue where pop up messages were misaligned Improved number recognition for showing Salesloft Click to Call button not showing for some numbers in Salesforce Version 1.3.3 September 12, 2024What’s NewUpdated the design of our CRM buttons to make them more snazzy.Bug FixesFixed an issue that was preventing the email pane from resizing. Fixed a bug that was causing the Gmail loft it button to malfunction. Improvements to enable new upcoming features.Version 1.3.2 September 9, 2024Bug FixesFixed an issue that prevented some new user records from being created in the sidebar Fixed how long names displayed in the sidebar.  They will now truncate and display the full text on hover. Version 1.3.1August 29, 2024What’s NewView Sender button added in Gmail messages to more easily view contact information in threaded emails.  Now you can open or refresh the sidebar from Gmail by clicking the button with the sender's name.Bug FixesFixed an issue where our click to call sidebar button in Salesforce was not displaying for some users. Fixed an issue with our email pane cutting off part of the editing window Version 1.3.0August 24, 2024Bug FixesFixed an issue that caused our GCal buttons to disappear and restored items from 1.2.3Version 1.2.4 August 23, 2024Bug FixesCritical update to restore GCal functionality for some users, rolled back to version of 1.2.3 Version 1.2.3August 23, 2024 Bug FixesLocalization improvements Version 1.2.2 August 9, 2024What’s NewDialer has been improved to allow for vertical resizing.  We also improved the dropdown behavior and size to reduce the need to scroll while logging a call.Bug FixesImproved translations in email panes and action pop up Added support to disable auto complete for the LastPass extension Fixed an issue with click to call buttons not displaying on some list views in Salesforce Version 1.2.1August 1, 2024What’s NewDo Not Contact Improvements - You can now view and manage Do Not Contact status at a granular level with Do Not Email, Do Not Text or Do Not Call in addition to Do Not Contact.   Bug FixesImproved dialer window localization Version 1.2.0July 25, 2024 Bug FixesLocalization improvements  Dialer stability upgrade Fixed a reported memory leak issue Fixed an issue on the account page in Salesforce where the import button was misbehaving. Fixed an issue where inbound calls were refreshing open tabs with contact information Fixed an issue where the loft in button was not displaying correctly

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm & Cadence Channels & Conversations Platform, Data, & CRM MobileRhythm & Cadence Extend Assignment in Plays - Opportunity Owner and Record Owner’s ManagerPlays can be assigned to the Opportunity Owner and the Record Owner’s Manager for teams to configure plays that match your desired processes.Who: Plays can be created and managed by team Admins. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks can be assigned in Play configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play, assign the Play Task to the Opportunity Owner or the Record owner’s Manager.Add People From Account to Cadence Task TypeUsers are now able to add people from Accounts to cadences using Account-based signals from partners like G2 and Drift. This provides a higher level view of the Account and its critical happenings.Who: Plays can be created and managed by team Admins. All users can run this play type. This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Play Tasks are an available action within Plays configuration. Once initiated, Plays will appear in the Rhythm Workflow. How: While creating a Play with an Account signal, you can choose the “Add to Cadence” task as the assigned action when a signal is received. Channels & ConversationsDialer Settings UpdatesThe Dialer Settings have been updated with a new app structure. The new structure includes a tab dedicated to Phone Numbers where you can provision and assign numbers, the Live Call Studio setting is now under General Dialer settings, and the Dialer Keypad setting is visible. Who: Admins and users with the “Manage Settings for Dialer” permission enabled for their role. Where: Settings > Communication > DialerHow: Learn more about the Dialer Settings in the Manage Team Dialer Settings article.  Disposition and Sentiment Settings UpdateThe Disposition and Sentiments Settings pages have been updated to the tabular page format similar to the other Salesloft Settings pages. The “Require dispositions/sentiments to be logged” fields are not toggles instead of the previous checkboxes. Who: Admins and users with the “Manage Dispositions and Sentiments ” permission enabled for their role. Where: Settings > Communication > Disposition and Sentiment.How: Learn more about the Disposition and Sentiment settings in the Manage Dispositions and Sentiments article.  Platform, Data, & CRMConnected Apps CleanupIn an effort to improve the connected app experience, all integrations with Salesloft must now be connected via an active user. Who: Admins and users with the “Manage Frontend Integrations” permission enabled.  Where: Settings > Administration > IntegrationsHow: Please review your Salesloft integrations and ensure they are connected via active admins. In cases where an integration is enabled via a user that is no longer active, the integration will be disconnected. This may result in an integration being disconnected unexpectedly.  Keyboard Shortcuts Introducing keyboard shortcuts. Quickly navigate to critical pages within the Salesloft desktop app without using a mouse.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Across the Salesloft platform. How: Learn more in the Salesloft Keyboard Shortcuts article.Roles and Permissions Settings UpdatesThe Roles and Permissions Setting is now known as “Roles” and it’s listed under the “Team” settings.Available Roles are listed in a new table that shows the number of users assigned to each role.The Permissions page now includes toggles and the ability to search permissions.Who: Available to Admins and users with Manage Roles & Permissions enabled for their role. Where: Settings > Team > RolesHow: Learn more in the Roles and Permissions article. MobileThe features included in the Mobile section all fit the following criteria:Who: Available to users who have downloaded the Salesloft Mobile App.Where:  The Salesloft Mobile App is available of iOS and Android.Rhythm on MobileYour Rhythm Dashboard is available in the Salesloft Mobile App to provide you with a consistent experience across all Salesloft platforms.This update includes the ability to create and manage one-off tasks directly in the app—such as emails or calls— directly from the mobile appWho: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Within the Salesloft Mobile AppHow: Update the mobile app to get the Rhythm Dashboard on your mobile device. Things to note: This feature is currently in feature preview.Mobile Enhancements: Keypad Visual Feedback: Adds feedback to the Dialer component in the Salesloft Mobile app to indicate when a key is pressed. This update aims to enhance the user experience for field sellers, providing clear visual confirmation of valid touch inputs Text Messenger Sent Confirmations: This feature ensures each text message sent from the Salesloft Mobile App is followed by a confirmation of success or failure. Call History - Associate Phone Numbers to Salesloft Records: Enhance the Call History feature in the Salesloft Mobile App to automatically match and display contact names and accounts for incoming call logs. This eliminates the need to manually search for contact details, logging the call, and then seeing the name and account.

On this page, we'll be highlighting the new features you'll find in Drift during the month of August. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Multi-Entity Segmentation Feature: Multi-Entity SegmentationBilling Plan Required: Multi-Entity Segmentation is available on the Premium, Advanced, and Enterprise PlansDescription: Multi-Entity Segmentation updates the Contact and Account segment builders into a unified experience that allows you to create segments that are a combination of both Account and Contact attributes.Reference Documentation: SegmentsLocation: You can access Multi-Entity Segmentation by navigating to Visitors > Segments Prospectory Activity Data in SalesloftFeature: Prospectory Activity Data in SalesloftBilling Plan Required: Prospectory Activity Data in Salesloft is available on the Premium, Advanced, and Enterprise PlansDescription: Prospectory Activity Data in Salesloft pushes Prospecting data from Drift directly into Salesloft providing a more unified selling experience for your sales reps.Location: Prospecting Activity Data from Drift can be found in the Live Feed within Rhythm or on the contact record in Salesloft.Bionic - Source Improvements & Response RefinementFeature: Source Improvements & Response RefinementBilling Plan Required: Source Improvements & Response Refinement are included with a Bionic Chatbots purchaseDescription: Source Improvements allow you to correct the source that the Bionic Chatbot is generating its responses from. Response Refinement allow you to tweak the bot's response using natural language processed directionsReference Documentation: Bionic ChatbotLocation: Source Improvements and Response Refinement can be found by navigating to Playbooks > AI Response Testing

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Salesloft Chrome Extension New Partner IntegrationsRhythmExpanded Task Types in PlaysTask Type functionality has been expanded to include integration tasks, like sending LinkedIn InMail.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license. Plays tasks can be added by a Salesloft Admin.Where: Play Tasks can be created from the Play Settings. Once initiated, Plays will appear in the Rhythm Workflow.How: Learn more about how to Create a Play and assign a play action. Channels and ConversationsAdmin Setting - Allow Users to Modify Sync SettingsAdmins can control whether or not users can modify inbound/outbound sync for their own personal Email Activity sync preferences.Who: This feature is available for users with the Essentials, Advanced, and Premier licenses.Where: Admins can enable this feature within the Admin Email Settings page.How: Admins can “Allow users to modify sync settings” via the Admin Email Settings > Email activity sync > checkbox for allowing modifications. Utilizing this feature (dis)allows individual users to enable or disable inbound/outbound sync.Platform and CRMEnhanced Account ManagementWe've improved Salesloft's Account Management settings page and backend logic to ensure that People are accurately linked with their corresponding CRM Account records, regardless of the domain value associated with those Accounts. If a Person's CRM Account ID is not populated, we no longer match People with free email domains to existing Accounts using fallback logic or create new Salesloft Accounts based on their email domain.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: Enhanced Account Management is found within the Account Management settings page.Only Admins or users with Account Management permissions may update Account Management Settings.How: Learn more About Account Management. Salesforce Campaign SyncLink any Cadence in Salesloft to an active Campaign in Salesforce, create Campaign members and update Campaign member status with SFDC Campaign Sync.Who: This feature is available to all Salesloft users with an Essentials, Advanced or Premier license.Where: The Salesforce Campaign Sync is configured within Cadence settings.How: Learn more about Salesforce Campaign Sync.Salesloft Chrome ExtensionGlobal People Search & UI EnhancementsQuickly search for people from the extension header, along with other minor UI enhancements .Who: This feature is available for users that have downloaded the Connect for Salesloft Chrome Extension. Where: The Global People Search bar is located at the top of the Connect for Salesloft Chrome Extension.How: Click on the search bar at the top of the Connect for Salesloft Chrome Extension and type the name of the person you are searching for. Clicking on the search bar will show you your most recent searches.New Partner IntegrationsEquilarCreate Plays with Equilar executive transition signals to prompt sellers to follow up on crucial buyer activity at the most opportune moments.Who: Customers with Salesloft and Equilar, must turn on the Equilar integration.Where: Enable the integration in Equilar and create Plays in Salesloft.How: Learn more about how to enable Equilar Plays. MutinyAdd a custom tracking parameter to links included in Salesloft emails to allow Mutiny to identify prospects that click through. After identifying your prospects, Mutiny will track all of their future website activity and alert you when they are on your site.Who: Customers with Salesloft and Mutiny, must reach out to Mutiny Growth Strategist to enable.Where: Enable in Salesloft Settings > Integrations.How: Learn more about the Mutiny integration. CallHippoAutomatically log calls and SMS messages made through CallHippo in Salesloft.Who: Customers with Salesloft and CallHippo, enable in CallHippo.Where: Calls and SMS messages made in the Call Hippo extension will be logged in Salesloft.How: Learn more about the Call Hippo integration. OrumNew updates to the Orum integration share call recordings with Salesloft Conversations and allow reps to skip Salesloft tasks from the Orum app.Who: Customers with Salesloft and Orum, contact your Orum CSM to share call recordings with Salesloft.Where: Use Orum’s AI-powered sales dialer in the Orum app and automatically log activity and share recordings with Salesloft.How: Learn more about the Orum integration.

See what's new in Salesloft!In this article, we will highlight Salesloft's newest features and functionality. We've grouped these releases into the following product areas:Rhythm Channels and Conversations Platform and CRM Chrome Extension Enhancements New Partner IntegrationsRhythmReview Scorecards in RhythmUsers can request conversation reviews, which generates an action in Rhythm for the reviewer, helping sales managers to more efficiently coach their reps.Who: This feature is available to all Salesloft users with an Advance or Premium license.Where: Reviewing Scorecards actions are initiated from the Conversation Detail Page.  Scorecards in Rhythm appear in your Rhythm Focus Zone and the Rhythm Side Bar.How: Users can request a scorecard review from the Conversation Detail Page which will create a Review Scorecard task for the reviewer in their Rhythm Focus Zone and their Rhythm Side Bar.“Add Person to a Cadence” Task Type for PlaysCreate Plays that prompt the user to add a Person to a Cadence in response to a signal.Who: This feature is available to Salesloft users with the ability to create Plays.Where: Plays are created from the Discover Plays page by navigating to Team Settings > Workflow > Plays > Discover Plays.How: Learn more about creating Plays.Drift PlaysCreate Plays triggered by Drift high buyer intent signals to help sellers convert leads. Drift Plays can recommend AI-generated email copy for the seller follow up that includes context from Drift chat and website interactions. Drift Plays are prioritized for the seller in the Rhythm Focus Zone.Who: Customers with Salesloft and Drift must turn on the Drift integration.Where: Enable the integration in Drift and create Plays in Salesloft.How: Learn more about how to enable Drift Plays.Channels and ConversationsExtending Conversations Key MomentsView Conversations Key Moments are available Conversations Navigator and inside the “Your Conversation is Ready” email template.Who: Conversations Key Moments is available to all Salesloft users with Advanced or Premier licenses.Where: Conversations Key Moments can be found in the Conversations Navigator and inside the “Your Conversation is Ready” email template in addition to the Recap tab of the Conversation Details page.How: Learn more on how to Identify Key Moments in your Conversations.Things to note: Key Moments are generated with artificial intelligence models provided by Microsoft Corporation and AWS.Auto Attribution in the “To” field for Activity SyncAdditional recipients  in the “To:” and “CC:”  field are attributed to email activity in Salesloft.Who: This feature is automatically available to all users.Where: Email To: field and CC: field.How: When multiple people are found in the “To” and “CC” fields, Salesloft will attribute the email activity to each Person included in the email. Things to Notes: The first person in the "To:" field must be a Salesloft Person record. Including multiple people in the To: field is available in Gmail and Outlook.Platform and CRMAnalytics HubAnalytics Hub is a new analytics experience that acts as a one stop shop for all of your revenue intelligence needs.Who: Analytics Hub is available to all Salesloft users. Analytics Hub is currently in feature preview and can be turned off during the review period.Where: When enabled, Analytics Hub  can be accessed from the “Analytics” item in the menu bar at the top of the platform.How: Learn more about the Analytics Hub.Chrome Extension EnhancementsCustom Fields Alphabetical Sort: Person detail information is now sorted alphabetically on the Person tab in the extension sidebar. People Scroll Behavior: Information above the tabs for Contacts, Cadences, Activity and Notes now locks to allow scrolling while keeping information in place.Who: Chrome Extension Enhancements are available for Salesloft users using the Salesloft Connect Chrome Extension.How: Update the Salesloft Connect Chrome extension. New Partner IntegrationstrumpetCreate Plays that prompt seller follow-up based on buyer engagement with your digital sales rooms. Who: Customers with Salesloft and trumpet, must turn on the trumpet integration.Where: Enable the integration in trumpet and create Plays in Salesloft.How: Learn more about how to enable trumpet Plays.

See what's new in Salesloft this May!In this article, we will highlight Salesloft’s newest features and functionality. We’ve grouped the releases into the following Product areas:Rhythm Cadence Channels and Conversations Deals and Forecast Platform and CRM New Navigation Salesloft Chrome ExtensionRhythmCadence Function in Conductor AI PrioritizationConductor AI now considers Cadence Function when prioritizing cadence actions in Rhythm and Cadence Focus Zones.Who: All users, specifically users leveraging Cadences. Where: Cadence function is set up inside the individual Cadence Settings.How: Learn more about how Conductor AI leverages the Cadence Function to consider Buyer Engagement in the Conductor AI article. CadenceNurture and Renewal Cadence FunctionTwo new Cadence functions — Nurture and Renewal — have been added to help identify and prioritize Cadences.Who: This feature is available to all Salesloft users.Where: The Cadence Function may be added from the Cadence Settings page. You can view the Cadence Function on the Cadences page.How: Learn how to set Cadence functions while creating a new Cadence.Channels and ConversationsAI-assisted Conversations ScorecardAI-assisted Conversation Scorecards are structured evaluations that are tied to specific conversations which allow managers or reps to score their conversations and see where they need to improve.Who: AI-assisted Conversations Scorecards are configured and managed by Admins or entitled roles.Where: AI-assisted Conversation Scorecards can be configured and managed from the Scorecard admin page.How: Learn how to manage AI-assisted Conversation Score Cards and how to Score a Conversation.Conversation Key MomentsWhat: Salesloft will automatically pinpoint key moments, like objections, competitor mentions, and decision makers,  from conversations so reps and managers can spend less time reviewing recordings and more time focusing on closing deals.Who: Conversation Key Moments is available to all Salesloft users.Where: Conversation Key Moments is enabled by default and can be found on the Recap tab of the Conversation Details page.How: Learn more how to Identify Key Moments in your Conversations.Things to Note:  Key Moments is provided by Salesloft utilizing artificial intelligence models provided by Microsoft Corporation and AWS.Prepare for Meeting: Share Internal Notes PlayThe “Prepare for Meeting: Share Internal Notes” Play is multi-step a Play that prompts the meeting owner to create and share internal notes, and send a meeting reminder email to external attendees.Who: The “Prepare for Meeting: Share Internal Notes Play” is available for all Salesloft users. The Play is enabled by default and the Play can be disabled or edited by Admins by navigating to Team Settings > Plays > Discovery Plays.Where: “Prepare for Meeting: Share Internal Notes” appears inside your Rhythm workflow.How: Learn more in the Prepare for a Meeting Play article.  Auto Person CaptureAuto Person Capture will automatically add and create a Person record for contacts who do not already exist in Salesloft when you send them a Lofted email or invite them to a meeting.Who: Auto Person Capture is available to admins and users with the Create People permission and the Create People While Lofting permission enabled for their role.Where: The Create People and Create People While Lofting permissions can be assigned to a role by navigating to Team Settings > Roles and Permissions. Once the permissions are enabled to a role, Auto Person Capture will begin working for users with that role.How: Learn more about Auto Person Capture.Genesys Dialer IntegrationThe Genesys Dialer integration allows customers with a Genesys license to make and receive calls via Genesys within Salesloft and the Salesloft Chrome extension. Who: The Genesys Dialer Integration is for customers with a Genesys license. Salesloft admins can install and configure the Integration for their team.Where: Once installed the Genesys Dialer will replace the Salesloft Dialer when making calls.How: Learn more about how to Manage the Genesys Dialer Integration.List UnsubscribeList Unsubscribe is a one-click option to unsubscribe from promotional and marketing emails.Who: Admins can enable or disable the List Unsubcribe button for their entire team.Where: The List Unsubscribe button can be enabled and disabled by navigating to team settings. Select Email under the Communication settings. Click the deliverability tab and scroll down to the List Unsubscribe panel.How: Learn how to enable the unsubscribe button for emails.Deals and ForecastOpportunity Splits and Split TypesOpportunity Splits and Split types provide the ability to split attribution to multiple team members for an opportunity.Who: Opportunity Splits are available for teams with access to Deals and are enabled by admins. Once enabled, Opportunity Splits are visible to all Salesloft users. Things to note: Opportunity Splits are managed inside your team’s Salesforce account. Inside Salesforce you will configure, create, and designate the split amounts.Where: Opportunity Splits can be configured by navigating to the Deals tab > Admin settings > General Settings. How: Learn how to enable Opportunity SplitsAuto Buying Group CaptureSalesloft will automatically identify and add the appropriate stakeholders you've engaged with to an opportunity. This release also updated the "Stakeholder panel" to the "Buying Group" panel.Who: Auto Buying Group Capture is available to Salesloft teams with access to Deals.Where: The Buying Group Panel can be found on any individual Deal View Page.How: Learn more about the Deal Buying Group Panel.Platform and CRMNew NavigationMenu items have been moved to the top of the screen and re-organized for a more intuitive experience. Plus, use keyboard shortcuts to search and take quick action.Who: New navigation is available for all users.Where: Menu items can be found at the top of the screen.How: Learn more about Search and Navigation.Unified Opportunity CRM Sync for Essentials CustomersUnidirectional sync for Opportunity records to connect your Opportunities to People/Account records, Salesloft analytics, and automation rules. Automatically map standard Opportunity fields and configure custom fields.Who: Unified Opportunity CRM Sync is available for teams with Team CRM sync enabled for Salesforce, Dynamics, and HubSpot integrations.Where: Opportunity sync settings can be viewed in the Opportunity Field Configuration. How: Unified Opportunities can be viewed from:Opportunities related to a respective People or Accounts inside Salesloft.  Opportunity based analytics  Automation Rules using Opportunity data as criteriaLearn more in the Opportunity Field Configuration article. Salesloft Chrome ExtensionNew Chrome Extension A new, updated version of the Salesloft Chrome extension is now available and must be downloaded to continue accessing Salesloft via extension. The former version of the Chrome Extension is now “SalesLoft Connect - Legacy”.Who: The Salesloft Connect Chrome Extension is available for all Salesloft users to download.Where: Download the updated Salesloft Chrome Extension from the Chrome Webstore.Things to Note: If you have the legacy extension downloaded, remove that extension before downloading the new version. How: Learn more about the Salesloft Chrome Extension.