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.
Admins can now control whether end users are allowed to upload PDFs when creating social posts.
To configure the PDF setting for users:
PDF uploads for end users are enabled by default. This setting does not affect admin-level PDF uploads in suggested content.
Users now receive a desktop system notification when an inbound call arrives, helping them quickly identify the caller and decide whether to answer. This prevents missed or delayed responses and improves response time and call-handling efficiency.
When a desktop call arrives, a notification containing the caller’s name and phone number appears even if the browser page containing the Hearsay web app is minimized. Clicking the notification returns the user to Hearsay to accept or manage the call.
To enable desktop notifications for calls, users must grant browser permissions to Hearsay when prompted or manually enable notifications for the browser in their computer settings. Users must also ensure Do Not Disturb or Focus modes are turned off for their browser.
This feature is ON by default for all organizations. To disable it, contact Support at support@hearsaycorp.com.
Here is what's in the May 13th release:
Social
Relate
We have improved Hearsay Social’s AI-assisted writing to help users create high-quality, social-ready posts faster with less manual editing.
With this update, you can expect:
This feature will allow advisors to move from idea to publish-ready copy more quickly while also allowing marketing and compliance teams to spend less time reworking content to meet quality standards.
Advisors and agents can now add, edit, or remove website URLs in their workspace profile without needing Support. This reduces onboarding friction and helps users publish smart fields posts immediately with accurate website information.
To update websites, navigate to Workspace Settings and select the Websites tab. Once you click Modify, a pop-up opens where users can add new URLs or edit/delete existing URLs. Each website entry supports:
A Language selected from a dropdown
Hearsay now supports Threads monitoring, which enables compliance officers to supervise and archive activity. This is a monitoring-only integration, meaning all content must be published directly within the Threads.
To access this feature, you will need to connect your Threads account to Hearsay
This update includes:
Please note: With the release of v4.43.0, Embedded Relate v4.41.0 and earlier will no longer be supported. Customers on v4.41.0 or earlier should upgrade to stay up to date with the latest functionality.
Embedded Relate now supports inline attachment preview, making it easier and faster to review documents without leaving the context of a conversation. When you select an attachment in the widget, it can now be previewed directly inline rather than opening in a separate browser window. We've also improved the reliability of attachment loading, so you won’t encounter error states when opening supported file types.
No additional setup is required. The attachment preview is available as part of the standard Embedded Relate package beginning with v4.43.0.
Embedded Relate now supports configurable widget height, giving you greater control over how the widget fits within your CRM layout. This allows you to better use available screen real estate, especially on larger monitors or more complex page layouts, and tailor the experience to match how your team works.
To configure, set your desired height in the Embedded Relate component properties or layout configuration where the widget is placed. Once saved, the new height applies automatically. The configured height applies uniformly to that Embedded Relate instance for all users and records. If no custom height is configured, the widget behaves exactly as it did before.
This new functionality is available with the updated Embedded Relate package v4.43.0.
In the mobile app, you can now record a video on your device and add it directly to a social post. This eliminates the need to record and save a video to your device's gallery before adding it to a post.
This feature is available for the following app versions:
• iOS version: Hearsay 9.2
• Android version: Hearsay 6.1.2
Here is what's in the April 1st release:
Social
Relate
Platform
Compliance
End users can now personalize the image used in corporate-authored suggested posts while keeping the approved message unchanged. This feature allows all image options to be managed within a single suggested post, reducing the need to create duplicate posts while keeping reporting and supervision streamlined.
Provide Multiple Admin-Approved Image Options
When creating a suggested post, begin the add images flow and select the Alternative Image Upload option. Admins will then be able to upload up to 9 images and set one as the default image that appears pre-selected for end users. Admins can also allow end users to upload their own images by selecting the checkbox below the uploaded images section.
When publishing or previewing a suggested post, end users can select from the Admin-approved images attached to the post or upload their own image if that option is enabled. The final published post always includes one image and the approved corporate text.
Selecting from Admin-approved images does not trigger additional compliance review beyond the existing workflow. If user-uploaded images are permitted, those images follow the organization’s existing compliance review processes.
Require End Users to Upload Their Own Image
In addition to providing multiple Admin-approved image options, Admins can choose to require end users to upload their own image when personalizing a suggested post. By enabling the required user upload option and not attaching any images to the post, Admins ensure that end users must add a custom image before publishing.
When this option is selected, end users will not be able to publish or schedule the post until an image is uploaded. The final published post always includes one image alongside the approved corporate text.
User-uploaded images continue to follow the organization’s existing compliance review processes.
Users can now specify Meta Special Ad Categories (such as Credit) when creating boosted posts in Hearsay Social. This helps reduce rejected boosts and supports compliance with Meta advertising policies.
When boosting a post, users can select a Meta Special Ad Category if required. The selected category is passed to Meta through the Ads API as part of the boost creation. Organic posts are not affected.
The Meta Special Ad Category option will appear in the boosted post workflow when applicable.
GenAI features in Hearsay Social are now generally available, helping advisors and marketing teams draft social content faster while maintaining existing compliance and supervision workflows.
When enabled, users can access GenAI assistance in the compose experience to draft or refine posts. Generated content can be edited and is archived and supervised like any other post.
To enable GenAI features, navigate to the admin settings page and activate the features under the AI tab. Before activation, admins must accept the GenAI terms in the AI Terms acceptance modal.
Customers can now track links included in Picture Posts, not just Link Posts. This ensures UTM parameters are applied even when advisors choose a Picture Post format with a link in the text, helping teams more accurately measure social campaign performance.
When a Picture Post contains a link, Hearsay Social automatically detects the URL and applies UTM parameters and URL translation based on your existing URL Translation configuration.
You can reach out to support to check if your URL Translation rules are set up as desired.
Advisors using Embedded Relate can now personalize templates with contact-specific placeholder variables. This enhancement reduces redundant typing and strengthens communication consistency by automatically pulling details like names or email addresses directly from the contact record.
To create a template with variables:
This feature is available to all organizations that have upgraded to the latest version of Embedded Relate. If your organization is not already leveraging variables in Relate, please contact Hearsay Support or your Customer Success Manager to enable them.
To ensure feature parity across the Relate suite, Starred Conversations are now available in Embedded Relate. Advisors can now prioritize critical client threads in Salesforce just as they do on Web and Mobile, with all "starred" statuses syncing automatically across platforms for a consistent experience.
Once a conversation is starred, users can use the conversation filter to view only their high-priority threads. Additionally, if sound notifications are enabled, starred conversations use a distinct audio cue, allowing advisors to immediately recognize priority messages as they arrive.
To enable Starred Conversations for your organization, upgrade to the latest Embedded Relate Salesforce package, and then contact your Hearsay representative or Support to request activation.
Relate’s template supervision workflow has been extended to Salesforce, ensuring a consistent compliance experience across all platforms. Program and compliance teams can now apply the same review and approval workflows to templates created within Embedded Relate as they do for those created in the main Hearsay application.
When a user creates a workspace template in Salesforce, it will now automatically route through your organization’s standard compliance flow. Once approved, these templates—including those with system-generated variables—can be used to send messages that bypass manual supervision alerts, reducing queue noise while maintaining full archival records.
To enable supervised templates for Embedded Relate, upgrade to the latest Embedded Relate Salesforce package. If your organization already uses supervised templates on other Relate platforms, they will be automatically available here as well. To enable supervised templates for the first time, please contact Support or your Customer Success Manager.
Admins can now restrict the visibility of organization-level Relate templates based on specific organizational hierarchies. Previously, all org-level templates were visible to every user, which could lead to a cluttered template picker; now, advisors only see the messaging relevant to their specific region, division, or channel.
To configure this, admins can select a Template Region from a dropdown when creating a new Relate template. By choosing a specific hierarchy (and any applicable sub-levels), the template will only be available to users within that segment. Templates intended for universal use should keep the default All Regions setting.
This feature is available by default as part of the April 2026 Release. Please note that once a template is published, its hierarchy settings cannot be changed.
The Workspace and Accounts pages have been combined into a single unified screen to simplify navigation and management for users and admins. The legacy Workspace and Accounts pages have been removed and replaced with this updated experience.
Hearsay now supports OAuth-style API authentication with expiring tokens, providing a more secure way to access APIs. Any compromised tokens are time-limited in their ability to access data.
To learn more about enabling this OAuth-style authentication, reach out to your Yext representative.
The Yextpert AI web widget has replaced the previous ‘Help’ widget on the Hearsay desktop platform. All users can now ask product-specific questions and receive real-time answers directly within Hearsay.
The Hearsay page previously labeled as "Review" will now be labeled as "Supervision" throughout the platform. This is a UI label change only and does not impact underlying functionality.
Here is what's in the February 18th release:
Social
Relate
Platform
Data & Analytics
Compliance
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:
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:
{{first_name}}.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 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.
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.
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:
We have also added a workspace search field when creating and sending invitations to Workspace Members. This update makes it faster and easier to find the correct workspace when inviting new members, especially for organizations with a large number of workspaces.
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.
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.
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.
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.
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.
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.
We have added the new Hearsay Supervision Archive API to 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.
Publishing posts with videos is now fully supported in the Hearsay Mobile by Yext and Hearsay for Intune by Yext apps.
When creating a new post, you can add a video just as you would add images. Once you select a video from your gallery, you can update the video title and customize the thumbnail before publishing.
Check out three new Embedded Relate enhancements:
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:
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.
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.
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:
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.
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:
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.
