September Product Release
Here's what's in the September 17th release:
Mobile
- Announcement: Mobile app name being updated to Hearsay Mobile by Yext in October
Platform
- Announcement: The old version of Supervision will be removed from the platform in the October release
Relate
- Add variables to templates
- View contact information in Relate
- New search functionality and enhanced filtering in Relate
- Mark as Unread in Relate and Embedded Relate
- Redtail integration
- Improved Admin view for Embedded Relate
- Announcement: Embedded Relate update required by December due to socket.io changes
Social
- Manage Pages data compliantly in the Sites Editor
- Suggest content to individual workspaces
- Enable users to update workspace profile picture
Data & Analytics
- Publishing workspace details added to the Earned Media Value Dashboard
Mobile
Announcement: Mobile app name being updated to Hearsay Mobile by Yext in October
To reduce confusion around the functionality within the Yext apps, we will update the app names to Hearsay Mobile by Yext and Hearsay for Intune by Yext in the app store in October. This change helps clarify that the Hearsay Mobile by Yext apps are exclusively for Hearsay Relate and Hearsay Social products and not other Yext products, like Reviews and Listings.
Along with the name update, the app icon will include the Hearsay logo in Yext colors (black). The name will appear as just “Hearsay” on mobile devices. There will be no changes to any functionalities within the Hearsay Mobile by Yext app as part of this update.
You will be notified when the change goes live and at that time, users can update to the latest version of the app on a supported iOS or Android device.
Platform
Announcement: The old version of Supervision will be removed from the platform in the October release
In the October 29th, 2025 release, we will remove the old Supervision view from the platform. All existing links to Supervision pages will redirect to the corresponding view in the new version. In addition, the existing banner in the product will be updated to notify users of the coming change.
New banner
Relate
Add variables to templates
Users can now personalize templates with contact-specific placeholder variables, such as name or email. This enhancement reduces redundant typing, accelerates response times, and strengthens communication consistency.
To create a template with variables:
- On the side menu, click My Templates, then click New Template.
- Enter the template text, and when you get to the part where you want to add a variable, click Add Variable Name.
- Select a variable from the list – First Name, Last Name, Preferred Name, Phone Number, or Email Address.
- Finish creating your template and click Save and Publish.
New Template modal with variable option
When you want to use a template with a variable, click Use Template in the conversation window and look for the template with green highlighted text.
Template with green highlighted variable
If the contact is missing the piece of information required for the variable, a red error message appears asking you to enter the information. Click the variable name in the template to enter the missing information.
Editing a contact with missing variable information
This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Template variables in Relate, September 2025”.
View contact information in Relate
To improve productivity and limit the amount of time switching between screens, users can now open a drawer containing contact details and notes within a Relate conversation. To open the Contact Details drawer, click the >> icon in the upper right of a conversation. Users can view and edit contact details from the drawer and any edited information is updated on the Contacts page.
Open Contact Details drawer
This feature is OFF by default. To enable it, contact Support at support@heartsaycorp.com with the email title “Contact information in Relate, September 2025”.
New search functionality and enhanced filtering in Relate
A new search functionality enables users to quickly retrieve conversations by contact name, while enhanced filtering allows users to narrow their conversation list to the exact criteria they need. These new and improved features improve focus, reduce wasted time, and ensure users can find conversations that matter most when they need them.
To search for a conversation, enter the contact’s name in the search bar at the top of the conversations list.
To filter for certain conversations, click the Filter drop down list and select filters to apply, such as conversation status, opt-in status, and contact type. Multiple filters can be combined to narrow down results.
Applied filters or search terms appear as tags above the conversation list and can be cleared at any time.
Filter and search term tags
These enhancements are OFF by default. To enable them, contact Support at support@heartsaycorp.com with the email title “New search and filtering in Relate, September 2025”.
Mark as Unread in Relate and Embedded Relate
Both Relate and Embedded Relate users can now mark conversations as unread, allowing them to indicate that an issue still requires attention. This functionality is especially helpful when multiple users are active in the workspace and they need to harmonize their work.
To mark a conversation as unread, click the three dots to the right of the conversation window or in the Conversation Widget, then click Mark Unread. Follow the same steps to manually mark a conversation as read when the work has been completed.
Relate Mark Unread option
Embedded Relate Mark as Unread option
This feature is OFF by default in Relate. To turn it on, contact Support at support@hearsaycorp.com with the email title “Mark unread in Relate, September 2025”.
To get these changes in Embedded Relate, use this link to update to the latest version (4.28).
Redtail integration
Relate can now integrate with Redtail, allowing for seamless synchronization of contacts and call or messaging activities between the two platforms. After synchronization, activities, messages, and calls from Relate will now sync back into Redtail and appear as notes on the respective contact pages.
Example activity in Redtail
To enable the Redtail Integration, see the Enabling Redtail For Your Organization.
For information about how users can start using the Redtail integration, see Connecting Your Redtail Account to Relate.
Activities appear within a few seconds in Redtail but if there is a higher number of concurrent activities it might take longer. Currently the sync creates a separate task for each activity.
For questions about the Redtail integration, please contact your Customer Success Manager.
Improved Admin view for Embedded Relate
The Embedded Relate Admin view has been updated with an improved layout, a more user-friendly look and feel, and a new User Management tab to house the forced log out functionality. These changes only apply to those who have admin permissions in Embedded Relate.
Old Admin view
New Admin view
To get these changes, use this link to update to the latest version (4.28) of Embedded Relate.
Announcement: Embedded Relate update required by December due to socket.io changes
As of December 10, 2025, version 4.24 and lower of Embedded Relate will no longer be fully functional due to changes with a 3rd party provider. To avoid disruptions and continue to get the best possible experience, please update to version 4.27 or later of Embedded Relate prior to December 10th.
For questions about this update, please contact your Customer Success Manager.
Social
Manage Pages data compliantly in the Sites Editor
Organizations that have both Hearsay Social and Yext Pages can now manage their Pages data compliantly through the Sites Editor.
To edit a Pages site as a user or admin:
- On the side menu, click My Websites.
- Next to your site, click Request Changes.
- Make any desired updates and click Submit Request.
Your Pages site updates with a Changes Pending Review label until a Compliance Admin reviews the changes.
My Websites page
Changes Pending Review label
Changes are synchronized to the Knowledge Graph after they are approved by Compliance. After the sync is complete, Pages updates the content of the website with the changes.
If the Pages site is updated in the Knowledge Graph, the changes sync back to the Sites page on a scheduled basis. The frequency of this sync defaults to daily but can be configured during implementation. Updates from the Knowledge Graph to Sites are considered automatically approved and do not trigger Compliance. These updates also overwrite any pending changes made by the Sites user.
To get this feature, please contact your Customer Success Manager.
Suggest content to individual workspaces
Admins now have the flexibility to suggest content to individual workspaces. Previously, admins could only suggest content by hierarchy or region. This new suggestion option allows for less rigid and more granular content targeting.
To suggest content to a workspace:
- In the Suggested Post Library Publisher, click the Suggest to drop down.
- Select the Workspaces option.
- Enter workspaces you want to suggest the content to. You must add one workspace at a time and press Enter after each entry.
- Continue publishing the post like normal.
The post is now only visible to the selected workspaces. To suggest the same post to a specific hierarchy or region, you must create a duplicate post and select the Hierarchies option.
Enable users to update workspace profile picture
Admins can now allow users to manually update their workspace profile picture in the platform. Previously, the photo was pulled from LinkedIn and if the user changed their LinkedIn photo, they had to disconnect and reconnect their LinkedIn account for the new photo to refresh on the platform.
To enable profile picture updates in the Administration view:
- On the side menu, click Settings.
- Under Organizational Settings, click the Workspaces tab.
- Under Workspace Profile Fields, configure the Profile picture visibility and editability settings. You can also enable or disable compliance requirements for the pictures.
Once enabled, users can follow these steps to update their profile picture:
- Click your profile picture, then click Workspace Settings.
- On the General tab, in the My Workspace Profile section, click Modify.
- Upload your profile picture, then click Save.
The new photo appears as the profile picture within an hour or, if applicable, after it has been approved by Compliance.
To ensure system stability and performance, this feature will be released gradually, beginning for some customers on 9/17 and continuing in waves through 9/22, by which time it will be released to all customers. If you need additional information about how this schedule impacts your organization, please contact your Customer Success Manager.
Data & Analytics
Publishing workspace details added to the Earned Media Value Dashboard
To make it easier to track which users are posting high value content, the Earned Media Value dashboard now contains the following new fields:
- Publishing Workspace ID
- Publishing Workspace Name
- Reference ID