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.