Here are release notes for the latest features and enhancements from Yext (formerly Hearsay Systems). Click Subscribe to Updates to have future updates delivered to your inbox.
Previously, users for one organization experienced difficulty initiating text conversations with contacts immediately after completing their onboarding steps within a workspace. This issue has now been resolved in the new version 4.22.0 of the managed package
The affected organization can use this link to install the newest version.
To create a smoother and simpler experience when adding a new Site, a dedicated Add New Site button is now at the top of the My Websites page. Previously, the option was nested in the Manage Site dropdown.
In addition, the workflow for adding a new Site now begins in a pop-up instead of a dedicated page. In the pop-up, select a template and enter a Site name, then click Add New Site. After the new Site is created, you can continue editing profile data for the Site.
Relate
Social
Actions
Data & Analytics
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 manage labels, click the 3 dot menu icon in the upper right corner of an open conversation, then click Label as. From there, you can create or delete labels, edit labels, or select a label to apply to the open conversation.
Users can apply up to three labels per conversation and each label must be 30 characters or less. When creating a new label, select from a list of eight colors to distinguish your label from others.
Labels can be applied to conversations directly from the conversation list or within individual conversations through a dropdown menu. Users can filter for labels in their conversations by clicking Filter > Advanced Filters. The system supports up to 30 labels per workspace and prevents duplicate label names. If a label is in use, the user receives a warning message asking them to confirm the deletion.
To get conversation labels in Relate, contact Support at support@hearsaycorp.com with the email title “Relate conversation labels, August 2025”.
Users can now create and edit workspace templates in Embedded Relate, allowing individual workspace owners and delegates to create a custom library of text message templates. Custom templates tailored to the user’s Salesforce workflows help ensure quick and concise replies are available for the most common topics and requests. Previously, workspace templates were only available in the Yext platform and on Mobile.
To manage workspace templates in Salesforce Embedded Relate, click your profile avatar, then click Settings.
Templates page
Template creation page
Selecting a template
Users don’t need to copy over or recreate existing templates. Any templates the user has already created in Yext appear in their template list automatically.
Here are some guidelines for managing templates:
To get workspace templates for your organization, use this link to update to the latest version (4.24) of Embedded Relate. Then, email Support at support@hearsaycorp.com with the email title “Workspace templates Embedded Relate, August 2025”.
We have made two minor changes to the Embedded Relate interface in order to streamline the user experience and improve the look and feel of the tool.
Settings menu has moved
The Settings option has been moved to the dropdown menu of the workspace avatar. Users can access Settings from the widget and the utility view. The Settings page is used only to manage out-of-office autoreplies and workspace templates, so if those things are not enabled for the user, the Settings page doesn’t appear in the drop down.
New Settings location in drop down
Updated attachments icon
The attachments icon in a message has been updated to an image icon instead of a paperclip. The change helps clarify that only images can be used as attachments in Embedded Relate messages.
Note: Users might need to clear their cache in order to see the new icon.
New attachment icon
To get these changes, use this link to update to the latest version (4.24) of Embedded Relate.
Two improvements to the LinkedIn connection expiration functionality help prevent unexpected disruptions to the user experience. For information about these improvements in the Help Center, see Send LinkedIn Authentication Expiration Notification to Users.
Note: Users must wait until their LinkedIn authentication expires before reauthenticating. Users can proactively disconnect and reconnect to restart the token expiration date.
Expiration notification
Organizations can now opt-in to send a notification to users warning them that the connection between Yext and their LinkedIn account is about to expire. When enabled, users receive a one-time app notification and email notifying them that their LinkedIn account connection expires in x days. Your organization can configure how many days in advance to send the notification and email.
To get this feature, contact support at support@hearsaycorp.com with the email titled “LinkedIn account expiration notification, August 2025”.
Expiration notification
Expiration email
Accounts page expiration countdown
Users can go to their Accounts page to see how many days are left before their LinkedIn account connection expires. The number of days remaining appears below their LinkedIn account information.
This feature is ON by default for all organizations, but to opt out, please contact support at support@hearsaycorp.com with the email titled “Opt-out of Accounts page LinkedIn expiration countdown”, August 2025
Accounts page countdown
As an admin, you can now independently add, delete, and rename action flow sources without external assistance, allowing for more flexible and efficient management of flow sources.
To edit a flow source, go to the Actions Settings page and click the Configuration tab.
To prevent errors, the name of each Action flow source should exactly match the corresponding value in your external system (CRM). To help catch any accidental mismatches, a warning message appears if the name you enter doesn’t match CRM values.
As part of this new functionality, we have removed the read-only message about the Relate Attestation and flow source channels from the Actions interface.
Action Flow Source editor
A new dedicated date/time variable allows Actions to list dates and times in a user-friendly and localized format, for example, “July 15, 2025 at 10:15 AM”. The new variable makes Actions templates easier to manage in tokens and APIs and improves the readability of meeting reminders, schedules, and automated notifications.
The new variable accepts ISO 8601 local and offset date/times in extended form with T separator between the date and time. Optionally, second fragments are also allowed.
Format: YYYY-MM-ddTHH:mm:ss[.S][Z]
Example date/times: 2025-06-12T14:23:00, 2025-06-12T14:23:00.240943, 2025-06-12T14:23:00+0400, 2025-06-12T14:23:00.465467+0600
Use the Message Templates editor to select the desired date/time format that will appear in messages. For the correct time to appear in the templated messages, please ensure the date/time data is represented in the correct timezone.
Message Template editor with new variable options
Due to low usage, the Outcome Survey has been removed from Yext.
Users can now use a date range selector in the Relate Insights Dashboard in order to get more granular workspace-level Relate data. The user can select from 4 options: past 1 day, past 7 days, past 30 days and past 90 days. Previously, users could only see the past 30 days worth of data.
To access the new date range option:
New Date Range filter
Reporting data is now available in the Review Alerts All Data Report that shows whether PII was detected, what kind of PII it was, and whether the message was redacted in Relate. Two new fields have been added to the report:
In addition, the existing Review Types field will have two new categories:
New Review Type categories
New fields
Comments made on other social media comments will now be reported as comments in the Engagement All Data Report, allowing for more granular visibility on post engagement. Previously, original comments were reported but any follow-up comments made on the original comment were not reported. These activities are captured and reported for Facebook, LinkedIn, and Instagram.
As part of other Actions product changes, Outcome Survey data is longer available and has been removed from the platform.
The following fields have been removed from the Breakdown by Actions Workspace Report:
The following field has been removed from the Actions Outcome Value Measure Dashboard:
You can now star conversations in Relate on Yext Mobile and Yext for Intune on iOS devices, allowing you to quickly find important conversation threads. Previously, this functionality was only available on Yext Desktop.
To star or unstar a conversation, tap the star icon to the left of the conversation. You can also filter for starred conversations. Conversations that were previously starred on Yext Desktop will appear here as well.
To get this feature, update to the latest version of Yext or Yext for Intune on a supported iOS device. This feature will be supported for Android in a later release.
Here's what's in the June 25th release:
Platform
Social
Relate
Data & Analytics
As part of the ongoing effort to integrate Hearsay with Yext, the Hearsay logo and colors are now rebranded to Yext in the platform. The rebrand applies to all pages in the platform, mobile app, release notes, some Embedded Relate visuals, and the Help Center website. Help Center screenshots, enablement materials, slide decks, and other existing materials will be updated following the release.
This rebrand is cosmetic only and does not affect the functionality of the platform. We will announce any future updates related to platform integration in advance to help you prepare for the changes.
Here is what does change:
Here is what does not change:
Product names
Before and after (gif)
Post Library before
Post Library after
Note: The Embedded Relate logo is changing from teal to black, but will still say “Hearsay Relate” in the Salesforce app until further notice. Please read the Embedded Relate release notes for more information.
For a more detailed overview of the changes, watch our rebrand video.
To get downloadable brand assets for your training materials, visit the Yext Brand Folder.
For questions about the rebrand, please contact your Customer Success Manager.
Logging into either Yext or Hearsay can now automatically sign you into both platforms, so you won’t need to log in again when switching between sites during the same session.
This feature is disabled by default. To enable it, contact Support at support@hearsaycorp.com with the email subject titled “Shared authentication between Yext and Hearsay, June 2025”.
The "Modification Required" option for suggested content has been redesigned to make it easier for admins and end-users to manage post personalization while staying aligned on content and compliance. New visual indicators called chips help admins and users see where content is required and admins can customize what kind of content users should add.
Note: Modification Required posts are not currently available on Mobile.
Instead of relying on broad “Modification Required” labels or post-level editing permissions, admins can now insert a visual chip directly into the specific part of a post that requires end-user input. This chip acts as an editable placeholder that appears where changes are needed.
After a chip is added, the rest of the post becomes non-editable by default, allowing admins to protect core messaging while enabling personalized input only where appropriate. If desired, full editing access can be granted.
The chip is visible anywhere in the Suggested Post Library where the post is present, and can be updated or removed at any time.
Filtering has also been improved. Since the chip replaces the old “Modification Required” status, post statuses can be filtered based on real-time conditions like whether a post is editable by the user. Admins can also filter for campaign posts by personalization options.
End users can easily identify what parts of a suggested post they are allowed to personalize. Required edits are indicated with a colored chip embedded directly in the content that specifies what details their admin wants them to add.
Users can find all Modification Required posts in the Recommended tab, in the Personalized section.
Scheduled posts in the library display a Needs Attention status with a Modification Required warning. If the deadline passes, the status changes to Modification Overdue. After the user modifies the chip, it updates to a Modified state and the user can then reschedule the post. Users can find these posts in the Needs Attention tab of their Suggested Post Library to ensure timely edits.
The chips are also displayed on the Campaign Subscription page. If a user is already subscribed to a campaign, they can go to the Calendar page and click on the chip in the post to make updates. In the Calendar, post cards change colors based on the modification status.
Existing Modification Required posts will be updated with this new chip format.
For user documentation see Personalizing a Library Post that Requires Modification.
For admin documentation, see Creating Personalized Suggested Posts Using Modification Required Smart Fields.
The integration between Hearsay/Yext and Wealthbox now automates contact synchronization. In addition, activities, messages, and calls from Relate will now sync back into Wealthbox and appear as notes on the respective contact pages. Previously, Wealthbox users had to manually export and import contacts into Hearsay to maintain an updated book of business.
Example Wealthbox activity
To enable this feature, see Enabling Wealthbox For Your Organization.
After enabling Wealthbox for your organization, users can connect their Wealthbox account to Relate from their Workspace Settings page. See Connecting Your Wealthbox To Relate for more information.
Embedded Relate has been rebranded to Yext. The color has changed from teal to black and the Yext logo is now visible on the login page. For now, the naming of the product and widgets remain the same. We also removed the Hearsay logo from the header of pop-up modals within Embedded Relate to create a cleaner interface.
To see the branding changes, use this link to update to the latest 4.21 version of Embedded Relate.
Organizations that use the Hearsay app directly within Salesforce must manually update the app logo in the App Launcher. Since the logo can be customized it won’t be automatically updated by upgrading to the latest version. To update the logo, go to the Hearsay for Salesforce App Settings. Visit the Yext Brand Folder for downloadable logos.
The Social Insights dashboard now has a date range filter that allows users to view metrics from the past 7, 30, or 90 days, providing a more granular analysis of workspace social performance. Previously, they could only view metrics for 30 days.
Note: Not every metric is time-bound, such as number of connections or interest categories. Updating the filter does not change these metrics.
A new Is Marketing Template (True/False) field has been added to the Actions Template Messages All Data report. This field enables admins to identify and track the performance of marketing templates only, or compare them to other types of templates.
To help admin calculate aggregates for total voice and text usage, the Retain and Grow Value Measure dashboard now has two new sections:
Previously, admins couldn’t track the usage of modified admin-created Actions templates or measure the performance between modified and unmodified template usage. To help admins better measure the success of modified templates, the Template ID field and a new Default field (yes/no) indicate whether an admin-created template was modified or whether the default language (unmodified) was used.
Suggested video posts are now available to schedule and publish using the Hearsay Mobile and Hearsay for Intune apps. Video is the most engaging type of Social content and the most time-consuming to create, so allowing videos to be published on Mobile enables organizations to unlock their full value.
Available suggested video posts appear on the Posts tab and can be published like any other post. When reviewing a suggested video post, tap the video thumbnail for a full screen preview of the video and tap on the video to play or pause. Video previews can also be played within the library by tapping on the video within the suggested post.
Video post in Suggested Post Library and in the Publisher
To get suggested video posts, update to the latest version of Hearsay Mobile or Hearsay for Intune on a supported iOS or Android device.
Previously, phone number variables in Smart Posts mostly appeared in international format (+xxxxxxxxxxx). Now, phone numbers are automatically converted to the user’s local phone number format, which looks more familiar to their audience and increases trust.
Before
After
Here's what's included in the May 14th release:
Platform
Compliance
Social
Relate
Data & Analytics
The Hearsay logo and colors will rebrand to Yext in the platform as a part of the June 25th release. The rebrand will apply to all pages in the platform, mobile app, release notes, and the Help Center website. Help Center screenshots, enablement materials, slide decks, and other existing materials will be updated following the release.
This rebrand is cosmetic only and does not affect the functionality of the platform. We will announce any future updates in advance to help you prepare for the changes.
Here is what will change:
Here is what will not change:
Product names
Current platform vs rebranded platform (gif)
Post Library before and after
We will provide additional guidance for the changes in the coming weeks. For questions about the changes, please contact your Customer Success Manager.
Users and admins can now collapse the side menu, allowing for more screen space and better focus. To collapse or expand the side menu, click the arrow near the top of the menu.
To provide a cleaner and less repetitive user experience, some low-usage banner notifications are being removed from the platform, such as the Emergency Broadcast banner or the banners on the Workspace Settings page.
Example deprecated banners
Supervision has a new look and feel that helps foster efficiency in the compliance workflow.
For this release, changes include:
Additional functionalities, like enhanced filtering and additional actions, will be available in a later release.
The Dashboard is the new Supervision homepage. From the Dashboard, click All Items to view the entire Supervision queue, or select a filter view. A filter view contains a list of items that have been pre-filtered based on specified criteria. With filter views, you can easily access subsets of the queue based on your specific needs.
Default filter views, such as Profiles, show all the items that match that specified activity type and they cannot be removed from your Dashboard. You can also click Create a new filter view to make your own based on any combination of filters you need. For example, you can create a filter view that shows all Facebook publishing alerts that are in Unreviewed status.
Dashboard
Filter view creator
The new list view displays information about individual items in a cleaner and more readable way. In addition, the new list view offers the flexibility to sort and rearrange columns.
Old list view
New list view
The new item view has been rearranged to display contextual information about the item in a sidebar on the right-hand side of the screen. This includes the issue details, profile status, post details, history, and workspace info.
Old item view
New item view
To reduce risk and prevent unauthorized access to sensitive information, you can now automatically replace PII with placeholder text in all Relate communications and in Supervision. The original PII is then purged from the system.
Example redactions
The following PII fields are redacted:
Financial PII
Secure Identification PII
Driver & Car PII
To enable this feature in the Administration view, do the following:
Profile Variables are a Smart Post feature that enable admins to add structured, personalized suggested content to the Post Library at scale. When a user publishes a suggested post with profile variables, compliant profile data is automatically added to the post text in the location specified by their admin. The result is personalized, compliant content that performs better than generic content, but is easier to create and publish at scale.
Note: Profile variables are not supported on Instagram and X.
Admin side profile variables
To enable profile variables, please email support at support@hearsaycorp.com with the email title “Smart Post Profile Variables, May 2025”. You might need some extra guidance from Hearsay to configure this feature and ensure data populates correctly.
Currently, Hearsay always crawls activity that occurs on social media networks for connected accounts. Now, organizations have the option to only capture activity and posts originating from Hearsay, and ignore their users’ activity on the networks.
If enabled, this option does the following:
To block crawling of social media network activities, contact support at support@hearsaycorp.com with the email titled “Block Hearsay from crawling social media activity originating from the network, May 2025”.
Connected LinkedIn users who interact with their own company page now only trigger one compliance item associated with their LinkedIn profile. Previously, the system erroneously created two duplicate compliance items associated with the user – one for the user’s LinkedIn profile and one for the company page.
WhatsApp messaging is now available on Relate Desktop and Mobile, providing compliant access to the world’s most popular messaging platform. WhatsApp conversations use Relate phone numbers as identifiers and follow a familiar Relate messaging journey. WhatsApp for Relate provides the following key features:
Learn more:
Currently, these WhatsApp features aren’t supported:
WhatsApp for Relate is available at an additional charge. Whatsapp can be turned on by contacting support@hearsaycorp.com with the email title “Whatsapp, May 2025”. For additional information about Whatsapp, contact your Customer Success Manager.
The Notifications widget in the Salesforce Utility Bar has been deprecated and replaced by the Hearsay Conversations widget. Users with the Notifications widget enabled will see a deprecation banner in it. We recommend removing the Notifications widget and adding the Conversations widget to your Utility Bar.
To add the Hearsay Conversations to the Salesforce Utility Bar:
Input these recommended settings:
Deprecation banner in the Notifications widget
This deprecation is effective beginning in the latest version of the Embedded Relate managed package. Click here to install the latest version. Organizations who have enabled push upgrades are automatically updated.
To prevent users from accidentally creating empty conversations, a confirmation screen now appears when starting a new conversation with a contact in Embedded Relate for the first time. Click Start Conversation to begin the required opt-in or attestation process before you can start texting.
This enhancement is available to organizations using the Hearsay for Salesforce app v. 4.16 and above.
Embedded Relate can now more accurately recognize and match phone numbers, even if they are formatted differently between Hearsay Contacts and Salesforce records. Previously, variations in formatting, such as the use of parentheses and hyphens, could cause the widget to create duplicate records for the same number. This improved matching supports various formats, such as:
For the most reliable matching across systems, we recommend formatting phone numbers using the E.164 standard (e.g., +12345678900). While Embedded Relate now handles more formats, matching within Salesforce might still have formatting rules for special characters. For more information, see Salesforce Help.
To get this enhancement, upgrade to the latest version of the Embedded Relate managed package using this link. Organizations who have enabled push upgrades are automatically updated.
To create a more accessible platform for a more diverse user base, users can now set their preferred language to French in Embedded Relate, which translates the text in the widget interface.
Please note, custom text that has been provided by the organization in English, such as opt-in messages, disclaimers, and auto-replies, are not translated to French. To create custom text for French users, we recommend manually creating alternative versions of the text in French. Quick replies are only available in English.
To access this feature, admins must enable the Translation Workbench in Salesforce and add French as an active language. Then, users can set their language in Salesforce to French by navigating to My Personal Information → Language & Time Zone → Set Language to French.
To get this enhancement, upgrade to the latest version of the Embedded Relate managed package using this link. Organizations who have enabled push upgrades are automatically updated.
Name initials have replaced generic grey avatars in the workspace selector and in the Conversations widget, making it easier to identify and differentiate between people who don’t have picture avatars.
Workspaces with one-word names show one letter and workspaces with multiple words show the first letter of the first two words (usually first and last name). If the user has a Hearsay profile picture, that image is displayed instead of the initials.
When switching between workspaces, Embedded Relate now only refreshes the widgets on the page and not the entire page, ensuring that other running Salesforce applications continue functioning uninterrupted.
To get this enhancement, upgrade to the latest version of the Embedded Relate managed package using this link. Organizations who have enabled push upgrades are automatically updated.
To enhance usability, the Message Preview window has been streamlined to show three buttons and include additional actions in a dropdown menu. This update doesn’t change any Embedded Relate functionalities, it only reflects an updated user interface.
New Message Preview window
To get this enhancement, upgrade to the latest version of the Embedded Relate managed package using this link. Organizations who have enabled push upgrades are automatically updated.
A new Relate KPI Scorecard provides monthly aggregates and month-over-month comparisons of data that helps better understand your Relate program performance. The Relate KPI Scorecard can be filtered by month and hierarchy and includes the following metrics:
Program Reach
Texting Overview
Group Messages
Voice Overview
Compliance Overview
To access the Social KPI Scorecard:
Relate KPI Scorecard example screenshots
The Text Messages All Data Report includes a new Channel field with “SMS” or “WhatsApp” as possible values, allowing admins to distinguish between normal text messages and WhatsApp messages.
Text Messages All Data Report with the new Channel field
The Account Directory Report has 2 new fields that provide user-level information about WhatsApp enablement:
Account Directory Report with WhatsApp enablement details
Currently, Workspace Owner and Workspace Users have no visibility of how they are performing by using Relate. They have only aggregated WS level information on the Relate Insights dashboard but there is no option to see performance metrics on user level, for a user defined date range.
With this new in-app report, workspace users (owner and delegates) will be able to pull a detailed, user level report on voice/text usage and performance, for a user-defined date range.
The report is downloadable from the application, in csv and xls format. Also, the user can define scheduled reports, on a daily, weekly and monthly basis. The scheduled report will be delivered through email to the user’s mail address.
The report will include:
To access the Relate User Performance Report:
In order to provide a smoother and more intuitive user experience, the Publishers in the admin Suggested Post Library and user Post Library have been enhanced with the following terminology updates and feature changes:
Terminology changes
New Attachments section
Enhanced Modification of Post drop down
The Hearsay Mobile settings have been updated with a more modern look and a simplified layout. These updates are cosmetic only and don’t include any functionality or navigational changes. Access the settings from the Home page by tapping the gear icon in the upper right of the screen.
To get the new settings page, update to the latest version of Hearsay Mobile or Hearsay for Intune on a supported iOS or Android device.