March 2024 Product Release
Here's what's in the March 25th release:
Social
- Generate alternative descriptions in admin Suggested Post library using AI 🔷
- Capture only outbound LinkedIn Recruiter and Sales Navigator InMail messages 🔷
Mobile
- Send admin-created message templates from the Hearsay mobile app 🔷
Data & Analytics
- Relate Insights for Advisors 🔷
- View traffic sources in the Sites Overview Dashboard
- Filter Sites Overview Dashboard by weekly aggregates
Sites
- Sites advisor/agent Post Library navigation refresh 🔷
Relate
- Allow delegates to conceal messages 🔷
🔷Sandbox preview available. Contact Hearsay Support at support@hearsaycorp.com for more information.
Social
Generate alternative descriptions in admin Suggested Post library using AI
Admins can now use AI to generate alternative versions of post descriptions in the Suggested Post library. Alternative descriptions, aka multi-voice, is an existing feature that allows admins to create multiple versions of a post description that users can choose from, which broadens the usability of a single post for different audiences and networks, and prevents multiple users in the same organization from posting the same content.
With the new AI integration, admins can quickly create alternative descriptions by either selecting a new tone and length or by writing a prompt. This new feature is in addition to the existing manual entry method of creating alternative descriptions, and does not replace that functionality.
To write an alternative description using AI in Administration view:
- In the side menu, click Create, then click New Post or select an existing post you want to add a description to.
- Ensure there is already an original description for the post, click +Add Alternate Description, then click Generate With AI.
Choose either Select tone and length or Write a prompt.
- Selecting the tone and length applies new tone of voice and/or length requirements to the existing description and rewrites it with the new parameters.
- Writing a prompt allows for more concise control over what the new description includes, allowing admins to describe how to rephrase or modify the original description, plus any other parameters.
- Either select the tone and/or length of the new post, or write your prompt, then click Generate.
The new version of the description automatically appears in the Alternate Description text box, where you can edit the description to meet your needs.
- If you don’t like the description, click Generate with AI again to start over.
- To add more descriptions, click +Add Alternate Description and create as many descriptions as you need.
- When you’re satisfied, continue with editing the post like normal and click Suggest Post.
For more specific information and prompt examples, see Generate Alternative Descriptions Using AI.
This feature is ON by default for customers with Generative AI already enabled, and it will be automatically enabled in sandboxes for those customers.
If you haven't yet enabled Generative AI for your organization and want to turn on this feature or enable the sandbox environment, email Hearsay Support at support@hearsaycorp.com with the subject line “Enable Generative AI, October 2023 Release”. In the email, please add enablement details or any questions that you may have.
New Generate With AI button
Selecting tone and length
Capture only outbound LinkedIn Recruiter and Sales Navigator InMail messages
Organizations now have the option to capture only outbound LinkedIn Recruiter and Sales Navigator InMail DMs for compliance monitoring. Previously, all inbound and outbound messages were captured. This new setting allows for LinkedIn messages to better adhere to organizational compliance requirements.
To edit the setting in the Administration view:
- In the side menu, click Settings, then click the Organizational Settings tab.
- On the Review & Archive tab, in the Social Activities section, click LinkedIn.
- Under Recruiter InMail and/or Sales Navigator InMail, select either Only outbound messages or All messages. These options only appear if Recruiter InMail and/or Sales Navigator InMail are being archived.
To preview this feature, please send an email to Hearsay Support at support@hearsaycorp.com.
Mobile
Send admin-created message templates from the Hearsay mobile app
Users can view, select, edit, and send admin-created message templates from the Hearsay Mobile app on iOS and Android. Admin-created message templates are available as an attachment in the message composer.
Message templates allow users to save time when sending the same message to different clients. Administrators can create templates to provide consistent messaging that aligns with their organization's best practices, and help reduce the time users spend creating the same message content. Previously, users were limited to sending templates from the web browser using Relate Desktop, however, with this release, they will now be able to access message templates using the Hearsay Mobile app on iOS and Android.
To access admin-created message templates on your iOS or Android device, be sure to update to the latest version of the Hearsay Mobile app on the App Store or the Play Store.
Preview
To preview this feature on your mobile device, use these links:
iOS
Android
To learn more about how to use TestFlight and Firebase to preview mobile features, click here.
Learn More
To learn more about how to use admin-created message templates, see these articles in Hearsay's Help Center:
- Use Admin-Created Message Templates in the Hearsay Mobile app
- Creating and Managing Text Message Templates
Option to use a message template | Select a template | Edit the template in the message composer |
Data & Analytics
Relate Insights for Advisors
A new Relate Insights dashboard is available to users from the Insights page in the side menu. The Relate Insights dashboard provides data and visualizations of key business measures over a 30-day period for an individual workspace, identifies where a user’s Relate performance is better or worse than the performance of their peers, and gives recommended actions to boost client engagement. The Relate Insights dashboard provides the following measures:
- Number of Conversations
- Number of Appointments
- Number of Unique Contacts Engaged
- Response Time for missed incoming calls
- Response Time for incoming texts
- Number of Incoming/Outgoing calls
- Number of Incoming/Sent messages
- Number of New Contacts
- Number of Contacts Opted-In
To preview this feature, please send an email to Hearsay Support at support@hearsaycorp.com.
Relate Insights for Advisors
View traffic sources in the Sites Overview Dashboard
To help admins see and analyze where Sites traffic is coming from, the Sites Overview Dashboard now contains two new tiles:
- Visitors by Source Type: The total number of visitors from Direct, Unassigned, Organic Social, and Referral sources. These source categories are the same ones used by Google Analytics.
- Main Source of Traffic: The percentage of visitors from the most frequent traffic source.
Filter Sites Overview Dashboard by weekly aggregates
To allow for more granular filtering when comparing Sites performance metrics and campaigns, admins can now filter the Sites Overview Dashboard by weekly aggregates instead of monthly. To filter the dashboard for a specific week, select the desired week in the Date Range picker.
Sites
Sites advisor/agent Post Library navigation refresh
To create better parity between Sites and Social and to foster a better user experience, the Sites Post Library now matches the look and feel and functionalities of the Social Post Library. The biggest change to the library is that everything has been merged into three tabs - Explore, My Posts, and Recommended.
Explore: Contains admin-suggested posts that are available for publishing or will be released soon.
- A new Status filter allows users to filter for currently available posts or pre-released posts that are coming soon.
- A new Soon label appears on pre-released posts that are upcoming.
My Posts: Contains sections for the user’s scheduled, published, pending, and denied posts.
- A new Campaign label on posts in the Scheduled and Published sections helps users to discern which scheduled and published posts are part of a campaign.
Recommended: Contains six different sections of AI-powered post recommendations. For more information about each section and how the posts are found, see AI-Powered Content Recommendations. The sections include the following:
- Highlights at
- Recommended for your audience
- Based on your interests
- Most recent
- Most engaging
- Popular with your peers
To preview this feature, please send an email to Hearsay Support at support@hearsaycorp.com.
Recommended tab
Explore tab containing posts with Soon label
Status filter in Explore tab
My Posts tab containing posts with Campaign label
Relate
Allow delegates to conceal messages
Delegates can now be given the permission to conceal messages in Relate. Concealing messages allows users to hide personally identifiable information or other kinds of sensitive information and maintain compliance with their organization’s policies. Previously, only workspace owners were able to conceal messages, however, with this release, delegates can also be given the permission to conceal messages.
This feature is off by default. To turn it on or to request a sandbox preview, send an email to support@hearsaycorp.com and include “Enable Allow delegates to conceal messages, March 2024 Release” in the subject line. In the email, please add any relevant enablement details as well as any questions that you may have.