Here is what's in the February 18th release:

Social

• Google Business Profile (GBP) Publishing in Hearsay Social

Relate

• Supervised Templates for Relate

Platform

• Yext & Hearsay Navigation Bridge
• Improved Workspace & Hierarchy Management
• Updated Invitation Management Dashboard
• Workspace Search by Phone Number

Data & Analytics

• Workspace Profile Settings Report
• Reporting on Relate Admin Template Usage and Performance
• Opt-in messages to appear in both text message all data and text message attestation history reports
• Easier tracking of Social media posts published by Delegates

Compliance

• Integrate Yext Reviews into Hearsay Compliance
• Archive APIs for Hearsay Supervision

Social 

Google Business Profile (GBP) Publishing in Hearsay Social

Hearsay Social now supports Google Business Profile (GBP) publishing, allowing you to create and schedule GBP posts directly alongside your other social channels.

By bringing GBP into the same planning, approval, and publishing workflows, you can reduce tool-switching, ensure compliance, and coordinate messaging across networks from a single calendar. 

Note that this feature is for GBP publishing only, and analytics for GBP posts will not be available for Hearsay Social. 

In order to utilize this feature, you need to be a customer of both Yext Listings and Hearsay Social. To start publishing on GBP within Hearsay: 

1. Reach out to your Yext / Hearsay representative to ensure GBP Publishing is enabled for your organization.
2. Once enabled, make sure that your GBP account is linked to your Yext entities. These entities must be mapped to the correct Hearsay workspaces.
3. When you create a new post in Hearsay, you can select GBP as a target network. You can also suggest posts to GBP by selecting Third Party as a target network.

Relate 

Relate templates now include supervision, allowing teams to use pre-approved SMS templates without generating unnecessary alerts. By treating template-based outbound messages as pre-reviewed content, compliance teams can reduce noise in their supervision queues while ensuring all communications remain archived and reviewable.

When a message is sent from a supervised template, it is archived according to existing policies but will not generate a supervision alert. Supervision and archiving for non-template messages remain unchanged.

To set up supervised templates:

1. Enable Supervision: Navigate to Org Settings → Message Template Review and select the desired pre-review options for User or Admin-created templates.
2. Configure Templates: Create SMS templates in Relate using fixed predefined text or templates with system-generated variables, for example {{first_name}}.
3. Approve & Use: Route templates through your existing compliance review process. Once approved, select the template in Relate to send messages that bypass manual supervision alerts.

Organisations Templates

Platform 

Yext & Hearsay Navigation Bridge

We’ve released the Yext & Hearsay navigation bridge, which enables eligible users to seamlessly switch between Hearsay and Yext products from a single, consistent interface.

This feature is available only to customers who are licensed for products in both the Yext and Hearsay product families.

To see the navigation bridge in your accounts, you will need to reach out to Hearsay or Yext Support to have it enabled. If it has not been enabled, your navigation will remain unchanged.

Once enabled, users who have active access to both Yext and Hearsay products will see the navigation bridge in the top left corner of the navigation bar. Users who only have access to one platform (for example, Hearsay-only users) will not see the navigation bridge.

Improved Workspace & Hierarchy Management

We have launched a new Hierarchy Viewer that provides a centralized and visual way for administrators to view and manage complex workspace hierarchies. 

This tool provides an intuitive map, allowing you to easily understand and edit relationships. The viewer also supports searching for workspaces by phone number and other attributes, making navigation and management more efficient.

Updated Invitation Management Dashboard

We have added information previously only available in the “Review Invite Statuses” Report to the Invitation Dashboard. This will reduce the need to use both screens to manage invitations. You can view the Invitation Dashboard by navigating to Organization → User Invitations.

While the table of open invitations continues to be available on the Invitation Dashboard, there are new options available for each open invitation:

1. The URL link to the invitation can be copied to the clipboard and sent via private message or SMS.
2. The invitation can be resent to the user from this screen.
3. An automatic reminder can be sent if the recipient does not accept the invitation.

Workspace Search by Phone Number

On the main workspace and accounts page, users can now search by the workspace's main phone number in addition to the existing name, owner, and reference ID. This enhancement improves search flexibility and efficiency when managing multiple workspaces or when workspaces are decommissioned.

Data & Analytics 

Workspace Profile Settings Report

Admins can now use the Workspace Profile Report to track and validate profile variable fields across their organization. This real-time snapshot helps admins audit profile values for accuracy and identify workspaces that have not yet populated required fields, such as titles or office hours.

This in-app report is available to Admins by default with no setup required. It provides a current view of all workspace profile settings—including IDs, owner details, and contact information—to ensure branding and compliance data stay up to date.

Relate Admin Template Usage Performance

Admins can now monitor the usage and performance of messages sent using admin-defined templates. To track this data, the Text Messages All Data report now includes a Template ID field. This column will automatically populate with the unique ID whenever a sent message is based on an Admin Template, allowing for easy filtering and performance analysis.

Opt-in Message Reporting Enhancements

Admins can now easily reconcile opt-in messages across reports using a new Message ID field added to both the Text Messages Attestation History Data and Text Messages All Data reports. This common data point allows for seamless mapping between records, resolving previous difficulties in matching corresponding entries across different datasets.

Additionally, the Text Messages Attestation History Data report now includes a Message Status field (e.g., sent, delivered, failed, or pending). This enhancement provides visibility into the delivery success of attestation messages, enabling admins to track and troubleshoot communication gaps more effectively.

Enhanced Tracking for Delegate Social Posts

Admins can now more easily identify which users are publishing social media posts on behalf of others. Previously, the Post All Data report only included the Publishing User’s name; it now features the Publishing User Reference ID.

This additional data point provides a more reliable way to map publishing activity back to specific internal records, streamlining how admins track and audit posts made by delegates.

Compliance 

Hearsay now integrates with Yext Reviews to provide a seamless, SEC-compliant workflow for managing client reviews and responses. This feature allows financial services firms to scale their review management while meeting strict archiving and attestation requirements under the 2023 SEC Marketing Rule.

When a review is received, advisors are prompted to complete required attestations—such as whether a review was solicited or if a conflict of interest exists—before responding. The integration then routes the review and response through Hearsay’s compliance engine for automated lexicon filtering and manual review. Approved responses are automatically updated with required disclosures and synced back to Yext, while non-approved content is replaced with negative disclosure language. All activity, including review content and compliance actions, is archived as a permanent book and record.

To get started, work with your Hearsay representative to enable the integration and configure your organization’s attestation rules and disclosure messaging. Please note that users must have matching email identifiers in both Hearsay and Yext to use this feature.

Archive APIs for Hearsay Supervision

We have added a new Hearsay Supervision Archive APIs provide a supported, documented way to retrieve archived communications and supervision data via API. Previously, custom exports or manual processes were required to access these supervision archive records.

Check out three new Embedded Relate enhancements:

• On-Demand Links in Embedded Relate
• Enhanced Filtering in Embedded Relate
• Sound Notifications in Embedded Relate

On-Demand Links in Embedded Relate

Users can now insert frequently used links—such as Calendar, Video Conference, and Client Portal URLs—directly into their messages within the Embedded Relate widget. This feature eliminates the need to manually copy and paste from external browsers, streamlining the messaging workflow.

To configure and insert links into messages:

1. Navigate to Settings by clicking your avatar in either the Conversations or Texting widget.
2. Define your desired URLs under the Calendar, Video Conference, or Client Portal fields.

Links to Insert into Messages page in Settings

Once saved, these links can be added to any message instantly. While composing a message, click the respective link icon in the composer area to insert the URL.

Links icon in message composer

This functionality is available in v4.30 and above. If your organization already has links enabled for other Relate platforms, your saved URLs will automatically appear here. To enable this functionality for the first time, please reach out to Support or your Customer Success Manager.

Enhanced Filtering in Embedded Relate

Users can now filter their conversation list by labels within the Embedded Relate widget. This enhancement improves organization and enables quicker access to specific message threads, bringing the desktop filtering experience directly into your integrated workspace.

To use this feature, open the Conversations widget and click the Filter icon to select your desired label. 

Conversations widget filters modal

To get enhanced label filtering, use this link to upgrade to the latest version (4.35). If your organization already uses labels on other Relate platforms, labels will be automatically available here as well. To enable filtering or labels for the first time, please contact Support or your Customer Success Manager.

Sound Notifications in Embedded Relate

Embedded Relate now supports sound notifications for incoming messages, ensuring users never miss a timely client communication while working in other tabs or applications.

To enable sound notifications, navigate to Settings by clicking your avatar in either the Conversations or Texting widget. From there, toggle on sound notifications and perform a test to ensure the audio is working correctly. 

Notifications page in Settings

To get sound notifications, use this link to upgrade to the latest version (4.35). Then enable the sound notification under Settings. 

Check out two new Hearsay Social updates:

• Show Full Image in Post Preview
• Event Library Refresh 

Show Full Image in Post Preview

We’ve updated image previews in the content library to ensure the entire photo is always visible when creating a post. The previous center-fill behavior has been replaced with a fit-to-frame approach that displays the full image and fills any remaining space with a blurred version of the same asset. This allows admins and users to view the full image as intended, without any context being cut off.

Event Library Refresh

We’ve refreshed the Sites Event Library to align with the modern look and feel of the rest of the platform, creating a more cohesive and intuitive experience for Agents and Advisors. The core functionality remains the same, but the interface has been streamlined with the following updates:

• Tabbed navigation: Secondary navigation items have been converted into horizontal tabs, making it faster to switch between different event views.
• Quick delete: Events can now be deleted directly from the library using the “X” on each event card, eliminating the need to open the event dialog and speeding up content cleanup.

Hearsay can no longer crawl data related to third-party shares on Facebook. Even though this is not an activity that is widely monitored, the behavior puts the affected accounts in a blocked state and prevents Hearsay from crawling other native activities for the accounts, such as posts, comments, or likes. Affected accounts are ones where the user has created a post and a third-party shared it.

To fix the issue, Hearsay has removed fields related to third-party post sharing from the Facebook crawler and will only return the number of times a post was shared by a third-party. The fix is retroactive in order to correct any reporting errors. You might need to rerun the Post All Data Report from November 9th onward to see corrected data. You also might see a temporary increase in the number of alerts for the affected accounts while we work to retroactively crawl activities that were previously blocked. 

This change was due to an API update from Facebook that prevents Hearsay from capturing details about private third-party accounts that are not connected to the platform. 

If you have any questions, please reach out to your CSM. 

Here is what's in the December 10th release:

Social

• Save Social posts as drafts
• Auto-subscribe users to campaigns
• Reauthenticate to LinkedIn before the current connection expires

Relate

• Message scheduling enhancements

Platform

• Announcement: Old Workspace and Account Overview pages being removed from platform in the February release

Data & Analytics

• Suggested to Workspaces column added to the Suggested Content Performance Report
• Timestamp added to the Text Messages Attestation History Report

Social

Save Social posts as drafts

End users can now save social posts as drafts in the Post Library, making it easier to collaborate, refine messaging, and ensure everything’s polished before publishing or submitting for approval. 

To save a post as a draft, click Save as Draft on the New Post modal. Drafts are then editable by the user or any other workspace members. Find drafts on the My Posts tab, in the Draft category. Click on a draft post to continue editing or submit the post for approval or publishing.

Save as Draft button

Draft category

The drafts feature is only available on original content and not on Suggested, Campaign, and Promoted content or Generative AI posts.

Auto-subscribe users to campaigns

Admins can now subscribe users to campaigns, ensuring more consistent social media participation and saving users time and bandwidth. When auto-subscription is turned on, all workspaces within the hierarchies the campaign is available to are automatically subscribed to that campaign. New workspaces that are added to the hierarchies are auto-subscribed as well. 

To subscribe users to a campaign, do the following:

1. In the Administration view, on the side menu, click Create. 
2. On the Campaigns tab, find the campaign you want to subscribe users to, and check the Auto-Subscribe box. 

3. On the popup modal, review the hierarchies and number of workspaces that will be subscribed, and click Turn On. 

If the checkbox is later unchecked, already subscribed workspaces remain subscribed while new workspaces added to the hierarchy will no longer automatically be subscribed to the campaign. 

Subscribed users receive an email notification with a Review Campaign link, allowing them to view campaign details and opt out if they choose.

Reauthenticate to LinkedIn before the current connection expires

Users can now renew their LinkedIn connection before it expires, preventing publishing interruptions or compliance gaps and reducing work for admins. Previously, users could only reauthenticate after their current connection had expired.

Now, when a LinkedIn connection is about to expire, users can do the following:

1. Click your profile picture, then click Workspace Settings. 
2. Select the Accounts tab. 
3. Find your LinkedIn account and click Reconnect, then follow the prompts.

The expiration notification email has also been updated with a Reconnect Now button. Clicking it takes the user to the Accounts tab, where they can reconnect. 

The Reconnect button appears when the account is within the expiration notification window configured by your organization. To check the expiration notification window timeframe, or enable the expiration notification, contact Support at support@hearsaycorp.com.

Accounts tab Reconnect button

Reconnect email

Relate

Message scheduling enhancements

The new message scheduling workflow provides a more streamlined and intuitive Desktop experience.

Previously, users had to open a modal to compose and schedule a message, which was separate from the regular message composer. Now, users can schedule messages directly from the message composer using a new Schedule Message popover. To schedule a message:

1. Compose your message in the message input field.
2. Click Schedule below the composer.
3. Select your desired send date and time.
4. Click Agree & Schedule.

To change the schedule date and time, or to unschedule the message, click View Scheduled Messages in the conversation window and click Update. 

To get this feature for your organization, contact support at Support@hearsaycorp.com with the email titled “New Relate message scheduler, December 2025”. 

Platform

Announcement: Old Workspace and Account Overview pages being removed from platform in the February release

In the February 18th release, the old individual Workspaces and Account Overview pages will be removed from the platform, replaced with the consolidated Workspaces and Accounts tab. All functionalities are available from this single tab.

The combined tab is available in the Administration view, on the Organization page. 

Workspaces & Accounts tab

Data & Analytics

Suggested to Workspaces column added to the Suggested Content Performance Report

Admins can now see which workspaces a post was suggested to in the Suggested Content Performance Report. The new Suggested to Workspaces column allows admins to track suggested post performance at the workspace level.

Timestamp added to the Text Messages Attestation History Report

A Message Timestamp column has been added to the Text Messages Attestation History Report, allowing admins to track the exact timing of attestation events.

Compliance admins can now suggest inline changes to profile items instead of opening a Suggest Changes modal, allowing for a more streamlined profile review experience in Supervision. With these inline suggestions, admins can more easily see all the other profile fields and won’t lose any work in progress due to accidentally closing a window. 

Inline suggestions example

To provide a more consistent user experience across the platform, the in-app dashboards for users and admins have been updated to Yext colors.

Examples of new colors

Here's what's in the October 29th release:

Social 

• Weekly scheduled posts emails for users now available
• Insert localized URLs into suggested posts using Smart Post variables
• Announcement: Facebook Metric Deprecation

Compliance

• Simplified Supervision actions
• Compliance email notification template update
• The old version of Supervision removed from the platform

Relate

• Use conversation labels in Embedded Relate

Platform

• Improved Workspace and Accounts filtering

Sites

• Sites URLs now automatically populate in Workspace Profiles
  

Data & Analytics 

• Send scheduled reports to additional email recipients
• Smart Post column added to Post All Data and Suggested Content Performance Reports
• Token expiration date added to the Account Directory Report
• Filter the Earned Media Value Dashboard by content tag

Social

Weekly scheduled posts emails for users now available

To help users stay informed about their upcoming scheduled content, they can now receive a weekly email every Monday morning at 9 AM summarizing their scheduled social posts for the next seven days. The email lists campaign and non-campaign posts from the user’s Calendar, sorted from earliest to latest, and includes Scheduled, Pending, and Denied posts.

The email also includes posts that need attention prior to publishing, keeping users engaged and aware of required actions. If there are more than four posts, the email includes a link to the Calendar page to see the posts and take any required actions. 

Sample email

This feature is enabled by default, but you can turn it off in the Administration tab. To turn it off, do the following:

1. In the side menu, click Settings. 
2. Under Organizational Settings, on the Content & Email tab, change the setting Weekly Content Upcoming Emails to Disabled.

When enabled for your organization, users can turn this email notification on or off themselves from their My User Settings page in the Email Subscriptions tab. The email subscription is called Weekly Upcoming Posts Email.

Insert localized URLs into suggested posts using Smart Post variables

Users with multilingual websites can now choose which language-specific URL to use when publishing suggested social posts. Previously, only English URLs were supported.

To add a URL in a different language, admins can select the User’s Website variable with the appropriate language from the variable list, for example, User’s Website (Spanish). Before publishing, the variable chip is automatically replaced with the workspace-specific URL in the corresponding language, ensuring each post links to the correct localized website. This feature requires website URLs to be correctly populated in each Workspace Profile to function properly.

Variables list with multilingual URLs

To configure this feature, please contact Support at support@hearsaycorp.com with the email title “Localized URLs in Smart Posts, October 2025.” In the email, specify which website languages you want to be added to your variables.

Announcement: Facebook Metric Deprecation

On November 15th, Facebook is deprecating Post Insights metrics for all API versions. 

As a result of the deprecations, the Post Impressions metric will no longer be available for reporting purposes and will be replaced with the Post Media View metric. No other metrics are impacted.

The two metrics are defined as follows:

• A Post Impression is the number of times your post was displayed on a person's screen. Posts include statuses, photos, links, videos, and more. 
• A Post Media View is the number of times your content (posts, stories, reels) was played or displayed. 

Since the media view represents a quantitatively close measure to an impression, we will not change our reporting schema. We will continue to use the existing Facebook Impression field, but will rename it to No of Facebook Impressions/Media Views and the content of the field will be the count of Post Media Views.

The following reports contain the Facebook Impression metric and will be impacted by the change:

• Post All Data
• Suggested Content Performance
• Tag Performance
• Breakdown by Social Account
• Breakdown by Workspace

To ensure users are aware of the update, a metric tooltip will be added to the affected reports to highlight the change.

Compliance

Simplified Supervision actions

The primary actions users can take on a Supervision item have been simplified in order to create better clarity and a more consistent workflow. Users can now select either Acceptable or Needs Attention for each item. 

• Acceptable encompasses alert dismissals or approved changes. 
• Needs Attention includes sub-actions like Deny, Suggest Changes, Spam, or Close, depending on the type of item. Needs Attention has also replaced Resolve.

Reporting is not affected during this release, but reports will be updated in a future release to reflect the new actions. 

Compliance email notification template update

The compliance email notification has been updated with a modern, more polished look and feel. In addition, marketing links have been removed from the email. 

The old version of Supervision removed from the platform

We have removed the old Supervision view from the platform. All existing links to Supervision pages will redirect to the corresponding view in the new version.

Relate

Use conversation labels in Embedded Relate

Embedded Relate users can now organize and manage their conversations more efficiently using labels. Conversation labels allow users to categorize and filter for their conversations based on their own custom criteria, such as context, urgency, or contact type. 

To use labels, click the 3 dot menu icon in the upper right corner of an open conversation, then click Label as. From there, you can apply one or more labels to the open conversation. 

Labels menu in Conversations list

To manage your labels, click your profile picture or initials, then click Settings > Labels. From here, you can add or delete labels or edit the name and color of your labels.

Manage labels page in Settings

To filter your conversations by label, click Filter > Advanced Filters and select one or more labels to filter by.

Filter modal with labels

Users can add up to 20 labels per workspace and cannot create duplicate labels.

To get conversation labels, use this link to upgrade to the latest version (4.30). Then, contact Support at support@hearsaycorp.com with the email title “Embedded Relate conversation labels, October 2025”.

Platform

Improved Workspace and Accounts filtering

The Workspaces and Accounts page has been updated with enhanced status filtering. Users can filter Workspaces by Cancelled status and filter Accounts by their associated Profile Status. Previously, these two options were only available in the old legacy version of the Workspaces and Accounts page and were not available in the new version. The new version of the page now contains all previous filtering functionalities.

Workspace Status and Profile Status options

Sites

Sites URLs now automatically populate in Workspace Profiles

Sites URLs are now automatically populated in Workspace Profiles, allowing users to create personalized social content at scale. Previously, uploading website URLs was only possible via API.

When a URL is populated, the system tags the URL according to the language of the website, so users can easily identify the language version within their Workspace Profile. When a Site has multiple languages, the Workspace Profile page shows a separate URL for each language. If the website URL changes, the Workspace Profile automatically refreshes to reflect the changes.

URLs in Workspace Profile

Data & Analytics 

Send scheduled reports to additional email recipients

Admins can now send scheduled reports to multiple recipients, saving time and effort when distributing reports to colleagues. To send a report to multiple recipients, enter and select the recipient names on the Create a scheduled report modal. For data security, you can only send the report to names and email addresses that exist in the Hearsay system for your organization.

Smart Post column added to Post All Data and Suggested Content Performance Reports

Admins can now identify whether a post contained Smart Post fields in the Post All Data and Suggested Content Performance Reports. A new Smart Post column with yes/no values allows admins to filter the downloaded report by Smart Post status and evaluate the performance of the Smart Posts vs. normal posts.

Token expiration date added to the Account Directory Report

A new Token Expires At date column in the Account Directory Report allows admins to inform users about the token expiration dates for their social media accounts. Proactively notifying users about upcoming token expiration dates helps prevent compliance gaps that occur when accounts are disconnected due to expired tokens. 

Filter the Earned Media Value Dashboard by content tag

A new Tag Filter on the Earned Media Value Dashboard allows marketing admins to calculate the media value of one or more content tags. This calculation helps admins define and tune their marketing strategy to find the most valuable type of content. 

Admins can select more than one option in the Tags filter by pressing Ctrl (Windows) or Command (Mac) when making a selection.

To reduce confusion around the functionalities within the Yext apps, we have updated the app names to Hearsay Mobile by Yext and Hearsay for Intune by Yext in the app stores. This change helps clarify that the Hearsay Mobile by Yext apps are exclusively for Hearsay Relate and Hearsay Social products and not other Yext products, like Reviews and Listings.

Along with the name update, the app icon has been changed to the Hearsay logo in Yext colors. The name appears as just “Hearsay” on mobile devices. There are no changes to any functionalities within the Hearsay Mobile by Yext app as part of this update.

To see these changes, update to the latest version of the app on a supported iOS or Android device. 

Here's what's in the September 17th release:

Mobile

• Announcement: Mobile app name being updated to Hearsay Mobile by Yext in October

Platform

• Announcement: The old version of Supervision will be removed from the platform in the October release

Relate

• Add variables to templates
• View contact information in Relate
• New search functionality and enhanced filtering in Relate
• Mark as Unread in Relate and Embedded Relate
• Redtail integration
• Improved Admin view for Embedded Relate
• Announcement: Embedded Relate update required by December due to socket.io changes

Social

• Manage Pages data compliantly in the Sites Editor
• Suggest content to individual workspaces
• Enable users to update workspace profile picture

Data & Analytics 

• Publishing workspace details added to the Earned Media Value Dashboard

Mobile 

Announcement: Mobile app name being updated to Hearsay Mobile by Yext in October

To reduce confusion around the functionality within the Yext apps, we will update the app names to Hearsay Mobile by Yext and Hearsay for Intune by Yext in the app store in October. This change helps clarify that the Hearsay Mobile by Yext apps are exclusively for Hearsay Relate and Hearsay Social products and not other Yext products, like Reviews and Listings.

Along with the name update, the app icon will include the Hearsay logo in Yext colors (black). The name will appear as just “Hearsay” on mobile devices. There will be no changes to any functionalities within the Hearsay Mobile by Yext app as part of this update.

You will be notified when the change goes live and at that time, users can update to the latest version of the app on a supported iOS or Android device.

Platform 

Announcement: The old version of Supervision will be removed from the platform in the October release

In the October 29th, 2025 release, we will remove the old Supervision view from the platform. All existing links to Supervision pages will redirect to the corresponding view in the new version. In addition, the existing banner in the product will be updated to notify users of the coming change.

New banner

Relate 

Add variables to templates

Users can now personalize templates with contact-specific placeholder variables, such as name or email. This enhancement reduces redundant typing, accelerates response times, and strengthens communication consistency. 

To create a template with variables:

1. On the side menu, click My Templates, then click New Template.
2. Enter the template text, and when you get to the part where you want to add a variable, click Add Variable Name. 
3. Select a variable from the list – First Name, Last Name, Preferred Name, Phone Number, or Email Address.
4. Finish creating your template and click Save and Publish.

New Template modal with variable option

When you want to use a template with a variable, click Use Template in the conversation window and look for the template with green highlighted text. 

Template with green highlighted variable

If the contact is missing the piece of information required for the variable, a red error message appears asking you to enter the information. Click the variable name in the template to enter the missing information. 

 Editing a contact with missing variable information

This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Template variables in Relate, September 2025”. 

View contact information in Relate

To improve productivity and limit the amount of time switching between screens, users can now open a drawer containing contact details and notes within a Relate conversation. To open the Contact Details drawer, click the   >> icon in the upper right of a conversation. Users can view and edit contact details from the drawer and any edited information is updated on the Contacts page. 

Open Contact Details drawer

This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Contact information in Relate, September 2025”. 

New search functionality and enhanced filtering in Relate

A new search functionality enables users to quickly retrieve conversations by contact name, while enhanced filtering allows users to narrow their conversation list to the exact criteria they need. These new and improved features improve focus, reduce wasted time, and ensure users can find conversations that matter most when they need them. 

To search for a conversation, enter the contact’s name in the search bar at the top of the conversations list.

To filter for certain conversations, click the Filter drop down list and select filters to apply, such as conversation status, opt-in status, and contact type. Multiple filters can be combined to narrow down results. 

Applied filters or search terms appear as tags above the conversation list and can be cleared at any time.

Filter and search term tags

These enhancements are OFF by default. To enable them, contact Support at support@heartsaycorp.com with the email title “New search and filtering in Relate, September 2025”. 

Mark as Unread in Relate and Embedded Relate

Both Relate and Embedded Relate users can now mark conversations as unread, allowing them to indicate that an issue still requires attention. This functionality is especially helpful when multiple users are active in the workspace and they need to harmonize their work.

To mark a conversation as unread, click the three dots to the right of the conversation window or in the Conversation Widget, then click Mark Unread. Follow the same steps to manually mark a conversation as read when the work has been completed. 

Relate Mark Unread option

Embedded Relate Mark as Unread option

This feature is OFF by default in Relate. To turn it on, contact Support at support@hearsaycorp.com with the email title “Mark unread in Relate, September 2025”. 

To get these changes in Embedded Relate, use this link to update to the latest version (4.28).

Redtail integration

Relate can now integrate with Redtail, allowing for seamless synchronization of contacts and call or messaging activities between the two platforms. After synchronization, activities, messages, and calls from Relate will now sync back into Redtail and appear as notes on the respective contact pages.

Example activity in Redtail

To enable the Redtail Integration, see the Enabling Redtail For Your Organization. 

For information about how users can start using the Redtail integration, see Connecting Your Redtail Account to Relate.

Activities appear within a few seconds in Redtail but if there is a higher number of concurrent activities it might take longer. Currently the sync creates a separate task for each activity. 

For questions about the Redtail integration, please contact your Customer Success Manager. 

Improved Admin view for Embedded Relate

The Embedded Relate Admin view has been updated with an improved layout, a more user-friendly look and feel, and a new User Management tab to house the forced log out functionality. These changes only apply to those who have admin permissions in Embedded Relate. 

Old Admin view

New Admin view

To get these changes, use this link to update to the latest version (4.28) of Embedded Relate.

Announcement: Embedded Relate update required by December due to socket.io changes

As of December 10, 2025, version 4.24 and lower of Embedded Relate will no longer be fully functional due to changes with a 3rd party provider. To avoid disruptions and continue to get the best possible experience, please update to version 4.27 or later of Embedded Relate prior to December 10th. 

For questions about this update, please contact your Customer Success Manager. 

Social 

Manage Pages data compliantly in the Sites Editor

Organizations that have both Hearsay Social and Yext Pages can now manage their Pages data compliantly through the Sites Editor.  

To edit a Pages site as a user or admin:

1. On the side menu, click My Websites.
2. Next to your site, click Request Changes. 
3. Make any desired updates and click Submit Request.

Your Pages site updates with a Changes Pending Review label until a Compliance Admin reviews the changes.

My Websites page

Changes Pending Review label

Changes are synchronized to the Knowledge Graph after they are approved by Compliance. After the sync is complete, Pages updates the content of the website with the changes.

If the Pages site is updated in the Knowledge Graph, the changes sync back to the Sites page on a scheduled basis. The frequency of this sync defaults to daily but can be configured during implementation. Updates from the Knowledge Graph to Sites are considered automatically approved and do not trigger Compliance. These updates also overwrite any pending changes made by the Sites user.

To get this feature, please contact your Customer Success Manager.

Suggest content to individual workspaces

Admins now have the flexibility to suggest content to individual workspaces. Previously, admins could only suggest content by hierarchy or region. This new suggestion option allows for less rigid and more granular content targeting.

To suggest content to a workspace:

1. In the Suggested Post Library Publisher, click the Suggest to drop down. 
2. Select the Workspaces option. 
3. Enter workspaces you want to suggest the content to. You must add one workspace at a time and press Enter after each entry. 
4. Continue publishing the post like normal. 

The post is now only visible to the selected workspaces. To suggest the same post to a specific hierarchy or region, you must create a duplicate post and select the Hierarchies option.

Enable users to update workspace profile picture

Admins can now allow users to manually update their workspace profile picture in the platform. Previously, the photo was pulled from LinkedIn and if the user changed their LinkedIn photo, they had to disconnect and reconnect their LinkedIn account for the new photo to refresh on the platform. 

To enable profile picture updates in the Administration view:

1. On the side menu, click Settings. 
2. Under Organizational Settings, click the Workspaces tab. 
3. Under Workspace Profile Fields, configure the Profile picture visibility and editability settings. You can also enable or disable compliance requirements for the pictures. 

Once enabled, users can follow these steps to update their profile picture:

1. Click your profile picture, then click Workspace Settings. 
2. On the General tab, in the My Workspace Profile section, click Modify. 
3. Upload your profile picture, then click Save. 

The new photo appears as the profile picture within an hour or, if applicable, after it has been approved by Compliance. 

Data & Analytics 

Publishing workspace details added to the Earned Media Value Dashboard

To make it easier to track which users are posting high value content, the Earned Media Value dashboard now contains the following new fields:

• Publishing Workspace ID
• Publishing Workspace Name
• Reference ID