We have made the following enhancements to Hearsay Actions:

Automatic Source Channel Labeling

Contacts and leads are now automatically labeled with their source channel at creation. Labels include sources such as Actions flow or a website chat. Labels are sortable and filterable, giving admins visibility into where activity is coming from.

This feature is OFF by default. To enable it, go to Actions > Organization Settings and turn on the Automatic Labeling setting.

Workspace-Specific Working Hours

Actions can now use workspace-specific working hours configured in Relate rather than a single organization-level schedule. This ensures the correct message template (inside vs. outside business hours) is used for each workspace and that follow-up notifications reach users at the right time. This is especially useful for organizations with users across multiple time zones.

This feature is OFF by default. To enable it, go to Actions > Organization Settings and turn on the Workspace-Specific Working Hours setting. Existing Do Not Disturb settings are unaffected.

Admins can now control whether end users are allowed to upload PDFs when creating social posts.

To configure the PDF setting for users:

1. In the sidebar, click Settings. 
2. Under Organizational Settings, on the Content & Email tab, set the Allow workspaces to upload PDFs setting to Enable or Disabled. 

PDF uploads for end users are enabled by default. This setting does not affect admin-level PDF uploads in suggested content.

Here's what's in the June 24th release:

Social

• Reusable Content Distribution Groups

Platform

• AI Signposting
• Navigation Bridge Enhancements

Compliance

• Contextual Risk Analysis

Relate

• Embedded Relate Phone-Based Matching Mapping Control

Data & Analytics

• Add Conversation ID Field to Text Message All Data Report

Social

Reusable Content Distribution Groups

Admins can now create reusable workspace groups to efficiently target posts to specific sets of workspaces. Here are key behaviors when working with workspace groups:

• No hierarchies within groups - Groups have no hierarchy between them and a workspace can belong to multiple groups. 
• No retroactive effects on posts - Editing or deleting a group does not affect previously scheduled or published posts.
• Multiple post targeting methods - Admins can target a mix of workspace groups and individual workspaces for a single post.

Admins can view, edit, or create workspace groups on the Organization page. To create a new workspace group: 

1. In the side menu, click Organization, then click the Workspace Groups tab.
2. Click Create a New Workspace Group and add the required information. 
3. Click Save.

To suggest a post to a workspace group:

1. In the Post modal, click the Suggest To dropdown. 
2. Select Workspaces and Groups. 
3. Enter the name of the workspaces and workspace groups you want to target the post to. 
4. Continue publishing the post.

Limitations

• A workspace group can contain a maximum of 200 workspaces. 
• Admins can suggest a post to a total of 200 workspaces, including those that are part of groups.
• Workspace groups are not yet available for campaigns.

Platform

AI Signposting

Hearsay is rolling out a standardized AI signposting system across the platform. This gives you clear, consistent visibility into when AI is at work. It's designed to keep Hearsay aligned with global regulations, including the EU AI Act, without adding complexity to your workflow.

AI signposting is being added across the platform on a rolling basis. These will appear as "Powered by AI" labels and AI icons to help you quickly understand where AI is infused in the product.

Navigation Bridge Enhancements

Yext and Hearsay platform users now benefit from a unified cross-platform experience. Yext Accounts are linked to Hearsay Organizations, and users are matched across both systems, enabling shared login sessions and instant platform switching from the navigation bar.

Overall, the new behavior is more reliable than logging in and out consistently adds or removes access across both platforms, and an active session in either platform allows seamless navigation to the other without re-authenticating.

To enable this feature, reach out to Yext Support.

Compliance

Contextual Risk Analysis

Contextual Risk Analysis uses LLM-powered detection to identify thematic compliance risks in communications, moving beyond traditional keyword-based rules. This approach reduces false positives and provides more meaningful alerts for compliance users, especially in environments with large volumes of unreviewed alerts. 

Contextual Risk Analysis works by using predefined prompts to identify and create an alert for the following risk category signals:

• Promissory Statements: Language that guarantees a specific outcome, promises a future return, or uses definitive "will/shall" language regarding value or performance.
• Securities Instruments: References to stocks, bonds, mutual funds, ETFs, options, futures, derivatives, brokerage accounts, crypto-assets, IRAs, 401ks, or tokens. Does not flag insurance, annuities, bank products, loans, or mortgages.
• Politically-Charged Statements: Political or policy-related language that could be interpreted as partisan, advisory, or influential.
• Threats: Threats of violence or harm to the company, employees, or leadership. Does not flag criticism, insults, or legal threats.

This feature is off by default. To enable it, contact Support at support@hearsaycorp.com. 

Relate

Embedded Relate Phone-Based Matching Mapping Control

Admins can now decide which Salesforce object mappings participate in phone-based record matching. This helps customers route conversation-list and scheduled-message navigation to the right business object, such as Case instead of Contact, without changing record-page widget lookup or conversation creation behavior.

A new setting, Include in phone-based matching, has been added to the Hearsay Admin mapping modal. This setting controls whether a given Salesforce object mapping is considered during phone-based record matching.

• Enabled mappings are considered when matching conversations or scheduled-message notifications back to Salesforce records by phone number.
• Excluded mappings are ignored in those navigation flows.
• If all mappings are excluded, conversation-list search returns no recipients and notification search returns the existing NO_MAPPING_FOUND behavior.
• Record-page widget lookup and conversation creation remain outside this change.

To configure the new phone-based matching, upgrade to Embedded Relate v4.44.0, then do the following:

1. Navigate to the mapping modal for the desired Salesforce object mapping.
2. Toggle the Include in phone-based matching setting on or off.
3. Save the mapping configuration.

No changes are needed for existing organizations — legacy mappings are included by default.

Data & Analytics

Add Conversation ID Field to Text Message All Data Report

A new Conversation ID field has been added to the Text Message All Data report, making it easier to filter for specific conversations and analyze messages as a single conversation thread.

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

• Improved AI-assisted Social post writing
• Editable Website URLs in Workspace Profile
• Bulk Asset Connection for Meta Business
• Threads Monitoring Integration
• PDF Attachments for End-User Social Posts

Relate

• New Embedded Relate Version: v4.43.0
• Attachment preview in Embedded Relate
• Configurable Widget Height in Embedded Relate

Social 

Improved AI-assisted Social Post Writing

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:

• Stronger first drafts that are more aligned to how people actually write on social
• Clearer, more concise wording that’s easier to scan and publish
• Better structure and formatting so posts are easier to read and feel more polished
• More consistent results that teams can rely on in day-to-day workflows

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.

Editable Website URLs in Workspace Profile

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 Website URL

• A Language selected from a dropdown

  • The dropdown options come from the org’s preconfigured language list
  • The first language in that list is treated as the default

Edits to website URLs are visible in supervision for compliance oversight. Compliance status indicators for websites and pages will be displayed on this workspace settings page. 

To access the feature, Admin needs to make the website field editable on the Admin Settings page. This can be done by navigating to Settings > Organization Settings > Workspace, scrolling to the Website field, and ensuring that Visible and Editable are enabled.

Bulk Asset Connection for Meta Business

Hearsay now supports bulk asset connection for customers who manage a large number of Facebook pages and Instagram Business accounts via Meta Business. This enables faster onboarding and reduces the operational effort and failure modes of connecting assets one by one.

To access this feature, reach out to support. Once enabled, navigate to Organization > Admin Access Accounts tab. On this screen, you can connect an Admin Access account that Hearsay will use to discover eligible Facebook pages managed in Meta Business and connect them in bulk. Hearsay will also connect related Instagram Business accounts associated with those pages.

Note that your Workspace Name and Facebook Page Names must be identical. If you need custom page mapping, notify Support during the setup process.

Threads Monitoring Integration

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

PDF Attachments for End-User Social Posts

End users can now attach PDF documents when creating original social posts. This makes it easier to share compliant, document-based content without needing an admin to publish on their behalf. 

Relate 

New Embedded Relate Version: v4.43.0

This update includes:

• Attachment Preview Now Available in Embedded Relate
• Configurable Widget Height in Embedded Relate

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.

Attachment preview in Embedded Relate

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.

Configurable Widget Height in Embedded Relate

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

• Allow End Users to Personalize Suggest Post Images
• Support Meta Special Ad Categories for Boosted Posted
• Hearsay GenAI Features General Availability
• Track Links in Social Post Text within Picture Posts

Relate

• Template Variables for Embedded Relate
• Starred Conversations in Embedded Relate
• Supervised Templates for Embedded Relate
• Hierarchical Templates in Releate

Platform

• Legacy Workspace and Accounts Screens Replaced by a Combined Screen
• OAuth-Style API Authentication
• Yextpert AI Widget

Compliance

• Review Screen Renamed to Supervision

Social 

Allow End Users to Personalize Suggested Post Images

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.

Support Meta Special Ad Categories for Boosted Posts

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.

Hearsay GenAI Features General Availability

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. 

Track Links in Social Post Text within Picture Posts

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.

Relate 

Template Variables for Embedded Relate

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:

1. Click your Avatar to open the menu, then select Settings and click Templates.
2. Select Add Template and, when you reach the part of the message you wish to personalize, click Add Variable Name.
3. Choose from the available list: First Name, Last Name, Preferred Name, Phone Number, or Email Address.
4. Click Save and Publish to make the template available for use.

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.

Starred Conversations in Embedded Relate

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.

Supervised Templates for Embedded Relate

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.

Hierarchical Templates in Relate

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.

Platform 

Legacy Workspace and Accounts Screens Replaced by a Combined Screen

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.

OAuth-Style API Authentication

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.

Yextpert AI Widget

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.

Compliance 

Review Screen Renamed to Supervision

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

• 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. Reach out to support for assistance with this process. 
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 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.

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. 

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 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:

• 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.