Product Release Notes

See what's new in Salesloft!Release Date: October 14, 2026In this article, we'll highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Salesloft AI Conversation Intelligence Meetings Extensions Data & CRM ProductSalesloft AIAsk Salesloft Chat HistoryAsk Salesloft conversations persist, so you can revisit any past chat, pick up where you left off, and reuse that context instead of re-explaining yourself. The chat panel is also resizable, and you'll see a prompt instead of a blank screen before you start a conversation.Who: All users with access to Ask Salesloft.Where: Ask Salesloft chat interface — click the Chat History (clock) icon to see your session list.How: Open Ask Salesloft and click the Chat History icon to view your past sessions, sorted most recent first. Select an entry to reload that conversation, or start a new session with "New Chat." Hover over any entry to delete it. To learn more, see the Ask Salesloft: Your AI-Powered Sales Assistant article. Chat History in Ask SalesloftAI Knowledge Library - Quality ScoringThe AI Knowledge Library automatically scores the documents you upload for extraction quality. Scanned or thin-content files will be flagged before they reach the vector store and affect your AI-drafted output.Who: Admins managing the AI Knowledge Library. Requires the AI Knowledge Library entitlement and the AIKL Content Quality Scoring flag enabled on your account.Where: AI Knowledge Library — flagged files show a "Review Required" status, and a banner at the top of your library list surfaces existing low-quality files.How: Upload documents as you do today; new files score automatically. To clean up existing low-quality files, click the banner at the top of your library to open the bulk review modal, then delete, ignore, or replace flagged files individually. To learn more, see the Manage AI Knowledge Library article.  AI Knowledge Library Quality ReviewConversation IntelligenceAsk AI ImprovementsAsk AI answers more of your genuine call-related questions, cites the specific part of the call each answer draws from, and reasons across the full call instead of matching on similar past text — giving you more complete, more traceable answers.Who: All users with access to Ask AI.Where: Ask AI in Salesloft Conversation Intelligence (Legacy Copilot), within your call records.How: No setup needed — the improvements apply automatically to your Ask AI answers. Citations grouped by call appear alongside each answer you receive. To learn more, see the Ask AI in (Copilot) Conversation Intelligence article. Microsoft Teams: API Ingestion (Cloud Recorder)You can capture Microsoft Teams calls through Teams' own cloud recording instead of a bot joining your meeting, so your calls are still captured, summarized, and searchable even if your organization blocks third-party meeting bots.Who: Admins configuring recording settings for Microsoft Teams. Requires your Microsoft admin to grant org-level consent to the Microsoft Graph API.Where: Recorder Settings, under the Microsoft Teams recording method.How: In Recorder Settings, set your Microsoft Teams recording method to Cloud Recorder, then turn on auto-record and choose which cloud recordings to import. This method has no live transcription or real-time features, and calls take longer to appear since recordings are checked for every 15 minutes. To learn more, see the Record Microsoft Teams Meetings with the Cloud Recorder in Conversation Intelligence article.Conversation Intelligence Recorder Settings: MS Teams Cloud RecorderAI Themes - Enhanced Usability ReleaseYou can archive and delete theme analyses on your AI Themes dashboard, so you can declutter your active list without losing an analysis, and permanently remove the ones you no longer need.Who: Admins with access to AI Themes on the Dashboard.Where: AI Themes tab on the Dashboard.How: Open the "..." options menu on any analysis and select Archive to move it out of your active list, or Unarchive to restore it. Delete is available only for analyses you've already archived, and requires confirmation since it cannot be undone. To learn more, see the AI Themes in Conversation Intelligence article.AI Themes - Archive OptionMeetingsStandalone Calendar - Admin SettingsEnable standalone calendar connections for your organization, letting your users connect a Google or Outlook calendar without connecting an email inbox.Who: Admins with permission to manage Settings.Where: Settings > Communication > Meetings.How: In the admin Meetings Settings, toggle on "Enable standalone calendar connection." Users will then go to Settings > Calendar to connect their calendar client independently of email. Enabling this setting is also a prerequisite for Domain-Level Calendar Authentication. To learn more, see the Manage Meetings article.Standalone Calendar Connection EnabledDomain Level Calendar Authentication - OutlookCentrally authenticate and manage Microsoft Outlook Calendar connections for your entire team at once, instead of requiring each user to connect individually.Who: Admins on Microsoft 365/Outlook environments. Requires Standalone Calendar Connection to be enabled first.Where: Settings > Communication > Meetings, on the Microsoft Outlook card.How: In Settings > Communication > Meetings, enable "Enable standalone calendar connection" and "Enable domain level access and permissions," then connect the Microsoft Outlook card using your Azure Tenant ID, Client ID, Client Secret, Workspace Email, and Workspace Domain. Use the Manage button to bulk connect or disconnect your users. To learn more, see the Manage Domain Level Access in Salesloft article.User Connection for Domain Level Calendar - OutlookExtensionsChrome Extension: Conversation Intelligence in Overview TabYour Chrome Extension Overview tab includes a Conversation Intelligence card with the most recent call summary for the contact or account you're viewing — no clicks required.Who: Users who have downloaded the Salesloft Connect Chrome Extension and have an active Conversation Intelligence or (former) Copilot entitlement.Where: Inside Chrome Extension side panel, Overview tab on Person and Account record views.How: Open any contact or account record in your Chrome Extension side panel and view the Conversation Intelligence card under the Overview tab. Click "View all" to open your full conversation library filtered to that record. To learn more, see the Salesloft Chrome Extension: Side Panel UI article.Conversation Intelligence Section in Chrome Extension Side PanelData & CRMPerson Records: Improve Contact Creation and Deduplication LogicSalesloft protects your records from duplicates when an email address is unavailable, matching on First Name + Last Name + Phone Number as a secondary check.Who: All users creating person records manually or through CSV import.Where: Create Person modal and CSV import.How: No setup needed. If you manually enter a record that matches an existing one, you'll see an inline warning with a link to the existing person instead of creating a duplicate. Matching rows in a CSV import are merged automatically. To learn more, see the Create a Person in Salesloft article. Warning Preventing Person Record DuplicateProductUpdates to Our Support ExperienceSupport now runs through an AI-powered Support Chat inside Salesloft, Clari, Groove, and the Knowledge Base. If Support Chat can't resolve your issue, it opens a support case on your behalf automatically.The case form — and, for Salesloft, the support@salesloft.com email address — no longer accepts new submissionsWho: All users. For Clari customers, only Designated Support Contacts (DSCs) can submit a case through Support Chat; other Clari users are directed to a list of their org's DSCs. Salesloft customers can all submit cases through Support Chat.Where: Support Portal (Salesloft or Clari Knowledge Base), the Salesloft platform, the Clari platform, and Groove.When: Made generally available on October 1, 2026.How: Support Chat is now the only way to start a request. Access Support Chat in:The Support Portal (chat icon, bottom right corner) Salesloft (click your name, then "Ask a question") Clari (click the ? icon, then "Get instant help") Groove (chat icon, bottom left corner). Once a case is open, you'll communicate with support through the customer portal or email as before. Clari Designated Support Contacts can still track cases in the Case Dashboard. 

See what's new in Salesloft!Release Date: September 9, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas: Salesloft Conversation Intelligence Clari Forecast SalesloftRe-Introducing: SalesloftSalesloft is officially our go-forward name and brand. As of September 2, 2026, Salesloft and Clari are one unified company under the Salesloft name, and you will begin to see the refreshed brand and logo applied progressively across our platforms in the coming weeks.Who: All Salesloft and Clari users.Where: Across the Salesloft and Clari platforms.How: No action required — the rebrand will be applied automatically. In the meantime, explore what's new:Press Release Rebrand Blog New Website New Vision Video Take a Tour 2026 Revenue Benchmark Report: U.S. Edition | UK EditionAdmins: If you'd like to update your SSO configuration with the new Salesloft logo, you can download the image below. Salesloft LogoSalesloft Chrome Side Panel & Profile ViewThe Salesloft Connect Chrome extension has been redesigned as a persistent Side Panel that stays open as you navigate between browser tabs, eliminating the pop-out experience. A new Profile View centralizes settings, extension controls, and troubleshooting in one place.Who: All Salesloft users with the Chrome extension installed.Where: Salesloft Connect Chrome Extension accessible via the Salesloft browser icon.How: Click the Salesloft icon in your browser extensions to open the Side Panel. Access settings, reload the extension, or log out directly from the Profile View by clicking your avatar in the panel header. To learn more, see the Salesloft Chrome Extension Overview article.Settings inside the Chrome Extension Side Panel Ask Salesloft in the Chrome ExtensionAsk Salesloft brings a conversational AI interface directly into the Chrome Extension side panel, giving reps instant, grounded context on any contact or account without leaving their browser. A signal badge panel surfaces active cadences, open tasks, inbound pricing emails, and pending voicemails, while a natural-language input lets reps ask questions and generate drafted responses grounded exclusively in their verified Salesloft interaction history.Who: Available to Salesloft users with Chrome Extension access and the required AI entitlements enabled.Where: Salesloft Chrome Extension side panel — Overview tab on Person and Account record views.How: Open any contact or account record in the Chrome Extension side panel and navigate to the Overview tab. Review the signal badge panel for outstanding items, then type a question into the "Ask anything" input. If the response includes a draft email, the native compose window opens automatically pre-populated with the content. To learn more, see the Ask Salesloft in the Chrome Extension article. Ask Salesloft in Chrome ExtensionTags in the Chrome Extension & Outlook Connect Side PanelTags are now available directly in the Salesloft Chrome Extension and Outlook Connect side panels. Reps can view, apply, create, and remove tags on contact and account records without leaving their browser or inbox. Who: Available to all Salesloft users with the Chrome Extension or Outlook Connect installed. Users must have team-level permissions to view and apply tags.Where: Chrome Extension and Outlook Connect side panel. The Tags card is under the Overview tab on Person and Account record views.How: Open any contact or account record in the side panel and navigate to the Overview tab. Click the Tags card to view existing tags, select from the autocomplete dropdown, type to filter, or enter a new tag name to create one inline. Click the X on any tag chip to remove it. To learn more, see the Tag Salesloft Records article. Tags in the Salesloft Chrome ExtensionGet Meetings API: Recording Failed ResponseThe Salesloft Public API now links calendar meeting events directly to their corresponding Conversations recordings, giving customer developers programmatic visibility into which meetings were recorded, which were not, and why. Teams can use this data to automate recording compliance tracking and build custom dashboards without manual data workarounds.Who: Available to customer developers and sales operations teams using the Salesloft Public API. No admin configuration required. This release covers Salesloft Conversations (traditional CI); Copilot support will follow in a future phase.Where: Salesloft Public API — List Meetings endpoint (GET /v2/meetings).How: Query the List Meetings endpoint and optionally pass recording_failed=true to filter for unrecorded meetings. The response includes a failed_recording_reason field on each meeting object — populated with a reason string when recording failed, or null when the meeting was recorded successfully. Things to Note: API counts and UI report counts will not match line-for-line. The API counts unique calendar events (i_cal_uid), while the UI counts raw database logs (which include duplicate bot retries). Lower API numbers are expected behavior.To learn more, check out the Developer Portal for the Meetings API.AI SnippetsAI Snippets are pre-built, signal-based message starters that surface in the Salesloft email composer automatically. When a rep opens a Cadence step or Task, relevant snippets appear based on account characteristics like industry or funding stage — ready to insert with one click, with contact and account details already filled in.Who: Available to Salesloft Users with the Salesloft Agentic add-on. Users must access the email composer. Admins configure and manage AI Snippets in Settings. AI Snippets follow existing Snippet permissions and settings.Where: Salesloft email composer. AI Snippet selection modal surfaces when opening a Cadence step or Task. Snippet creation is managed under Settings > Artificial Intelligence > Snippets tab.How: Admins create AI Snippets by navigating to the Snippets tab and selecting "AI created" during the snippet creation flow. Once created, snippets surface automatically in the composer based on account signals. Reps click the desired snippet to insert it, with dynamic variables already resolved. To learn more, see the Insert and Create AI Snippets in Salesloft article. AI Snippets seen in the Insert Snippet window in SalesloftConversation IntelligenceCopilot is Now Conversation IntelligenceClari Copilot is being renamed Salesloft Conversation Intelligence (CI), reflecting the unified Salesloft brand. You will see the updated name, logo, and terminology applied progressively across the platform — including navigation, settings, the recording bot name, and shared calls, — beginning September 1, 2026.Who: All Clari Copilot users. Net-new Salesloft customers will see the new branding immediately. Where: Across Copilot, Clari, and Salesloft — including navigation labels, admin settings, the in-meeting recording bot, and shared call pages.How: No action required. Branding updates will be applied automatically. To learn more, see the Conversation Intelligence in Salesloft article. Conversation Intelligence (formerly Copilot) Data Retention Policy UpdateConversation Intelligence (formerly Copilot) is standardizing its media retention policy, limiting audio and video recording storage to a maximum of 3 years across all customer accounts. Transcripts, AI-generated insights, and metadata will remain available beyond the retention window.Who: All Conversation Intelligence (formerly Copilot) customers. Accounts currently configured beyond a 3-year retention window will be contacted directly ahead of the change.Where: Conversation Intelligence (formerly Copilot)When: This policy will be enforced beginning September 15, 2026.How: Admins can now configure granular retention controls, setting shorter retention windows for audio and video recordings while retaining game tapes and shared snippets for longer — up to 3 years. To learn more, check out our Copilot Data Retention Policy. Clari ForecastClari Forecast MCPThe Clari Forecast MCP makes live forecast data available through AI assistants via natural language queries, so revenue leaders, managers, and RevOps teams can get instant answers to forecast questions without navigating the Clari UI. Phase 1 surfaces seven forecast tools covering tab discovery, grid values, scope hierarchy, time periods, historical snapshots, field configuration, and related deal entities — all scoped automatically to each user's existing Clari permissions.Who: Available to Clari Forecasting customers with a Claude or ChatGPT Business or Enterprise subscription. Requires the Forecasting tools for MCP toggle to be enabled by a Clari Admin.Where: Clari Studio > Integrations > AI Settings > MCP. Connected via Claude and ChatGPT.How: Admins enable the Clari MCP toggle in Clari Studio. Users connect their AI assistant and ask forecast questions in plain language — for example, "What is my team's total closed-won revenue this quarter?" or "What are the top forecast changes this week?" To learn more, see Enable Clari Forecast MCP in Clari Studio and Connect Clari Forecast MCP in Claude Desktop articles.  

Anticipated Release Date: August 11, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Salesloft - AI, Data, & CRM Salesloft - Cadence, Rhythm, & Workflow Copilot Clari Groove Salesloft - AI, Data, & CRMSalesloft MCP Server for ChatGPTThe Salesloft MCP Server is now available as a custom connector for ChatGPT, making live Salesloft data available directly inside ChatGPT without leaving the tool.Who: Available to Salesloft Agentic customers. Requires a Salesloft Admin to enable the MCP Server toggle, and a ChatGPT Business or Enterprise subscription.Where: Salesloft Settings > Artificial Intelligence > Salesloft MCP toggle. Connected via ChatGPT Plugins.How: Admin navigates to Salesloft Settings, locates the Salesloft MCP toggle under Artificial Intelligence, and enables it. Users open ChatGPT, connect and authenticate with Salesloft credentials. Once connected, ask questions about your accounts, deals, and calls in plain language. To learn more, see the Connect Salesloft MCP Server in ChatGPT article. Adding a New Salesloft MCP plugin to ChatGPTSalesloft MCP Server for Claude — Transcript Access UpdateThe transcript retrieval tool has been removed from the Salesloft MCP Server for Claude. Due to a protocol limitation, the tool was unable to return raw transcript content as intended. Conversation intelligence remains available through the conversation details tool, which returns AI-generated call summaries, extracted fields, and key moments.Who: Affects Salesloft Agentic customers using the MCP Server for Claude.Where: Salesloft MCP Server for Claude.How: No action required. Workflows using conversation summaries and insights through the MCP are unaffected. If you were attempting to retrieve raw transcripts, that capability is not currently supported. To learn about the Salesloft MCP Server for Claude, check out the Connect Salesloft MCP Server in Claude Desktop article. Salesforce Account Object LinkingSalesloft now automatically links accounts to their corresponding Salesforce CRM records based on domain and website matching, and detects when accounts are merged in Salesforce, HubSpot, or Dynamics to reconcile the corresponding Salesloft records.Who: Available to Salesloft Admins and account executives using Salesforce, HubSpot, or Dynamics. Where: Settings > CRM Sync > Sync Management > View Logs — a new "CRM Merge" log type tracks automated reconciliations.How: No admin setup required. When a new account is created in the CRM with a matching domain or website, Salesloft links the records automatically. When accounts are merged in the CRM, Salesloft detects the event and reconciles the corresponding Salesloft accounts. To learn more, see the CRM Mirroring: Recognize CRM Merges and Deletions article. Salesforce Custom Object EnhancementsAdmins now have a full suite of self-service controls for managing Salesforce custom objects in Salesloft including field mapping, activity logging, group-based visibility, and a 10-object cap.Who: Available to Salesloft Admins (configuration) and sales reps (daily logging). Available for Salesforce CRM only. Salesforce Admins may need to enable required Salesforce settings. Visibility is managed at the group level, not per individual user.Where: Field mapping and activity logging — Settings > Field Configuration > [Custom Object]. Visibility — Settings > Access and Visibility > Custom Object Visibility. Object cap — Settings > Field Configuration.How: Admins will navigate to the Field Configuration Settings to map fields, configure activity logging, and monitor your object count. CRM record selection must be enabled for Custom Object Activity Logging. To learn more, see the Custom Object Field Configuration article. Logging to a Custom ObjectSalesloft External Client Application (ECA) —Required Action Now AvailableThe Salesloft External Client Application (ECA) is now available on the Salesforce AppExchange. This free managed package replaces the legacy Salesforce Connected App and is a required migration for all Salesloft customers on Salesforce by September 2, 2026. Salesforce has deprecated the Connected App standard platform-wide — the ECA keeps your Salesloft-to-Salesforce connection intact with no disruption to activity logging or deal sync.Who: Required for all Salesforce Admins managing a Salesloft team. All Salesloft users on Salesforce will complete a one-time re-authentication after admin cutover.Where: Salesforce AppExchange (free install); Salesloft CRM Settings for admin connection and cutover; individual user CRM Settings for personal re-authentication.How: Admins must complete the steps to migrate their team. Then, users must reconnect to their Salesforce account. For more information, check out the Migrate and Reconnect help articles. Salesloft Data Sync app inside the Salesforce App ExchangeSalesloft - Cadence, Rhythm, & WorkflowRhythm Bulk Delete TaskReps can now clear large backlogs of overdue tasks in Rhythm in a few clicks. Cancellation runs in the background, so reps can keep working while the cleanup runs, and a completion email confirms how many tasks were cancelled when the job finishes.Who: Available to sales reps with overdue task backlogs in Rhythm.Where: Rhythm homepage dashboard — new Trash icon entry point.How: To delete, click the Trash icon on the Rhythm dashboard. In the configuration modal, select which task types to cancel (Cadence steps, one-off tasks, etc.) and set a due-date cutoff. Review the confirmation modal, which shows the total number of tasks to be cancelled and notes that the action is permanent. Confirm to queue the job. A completion email is sent when the job finishes. To learn more, see the Delete Tasks in Salesloft article. Remove Overdue Tasks windowCopilot Meeting Follow-Up PlayClari Copilot customers who record a call now receive Meeting Follow-Up Play tasks in Rhythm when a Meeting Follow-Up Play is enabled. Play criteria evaluation now uses Copilot recording events, so reps receive post-call follow-up tasks regardless of how the recording was captured.Who: Available to Salesloft customers who have migrated to Clari Copilot and have the Meeting Follow-Up Play enabled. Where: Meeting Follow-Up tasks appear inside your Rhythm workflows.How: If your team does not already have a Meeting Follow-Up Play enabled, create one in your Plays settings first. Once enabled, no additional setup is required — when a call is recorded via Copilot, the Plays engine detects the recording-complete event, evaluates the criteria, and creates the follow-up task in Rhythm automatically. To learn more, see the Meeting Follow-up Play article. Inline AI Email RevisionReps can now highlight any word, phrase, or sentence in the email composer, choose a preset action or type a custom instruction, and receive a revised replacement in place without regenerating the entire email. Merge tokens and inline links within the selection are preserved automatically.Who: Available to all Salesloft users with AI Email Assistant access. The inline toolbar appears only on selections within the email body; the subject line, signature block, and quoted thread content are excluded.Where: The floating AI toolbar appears on text selection inside Email compose windows.How: Highlight any text in the email body. Select a preset action (such as Shorten, Lengthen, or Improve phrasing) from the floating toolbar, or type a custom instruction of up to 200 characters. The selected text is replaced in place. To learn more, see the Refine Emails Using the AI Assistant article. AI Email Inline Revision in the Email WindowCopilotAsk AI Multi-CallAsk Copilot now works across up to 15 calls in a single chat. Select the calls you want to analyze, ask one question, and get a single synthesized answer with call-level citations.Who: Available to Clari Copilot users. No user configuration required. Requires calls recorded on or after January 1, 2026, and transcribed recordings in the Copilot library. Users must have view permissions on every call they select.Where: Clari Copilot — Calls page, Feed, or single call view. The Ask Copilot button appears in the top-right of the page.How: Go to the Copilot Calls page or Feed. Check the boxes next to up to 15 calls, then click Ask Copilot. Choose a suggested prompt or type your own question. The response streams in with a "Summarized from N transcripts" section listing source calls. Click any source to jump to that call. Ask follow-up questions in the same chat; every follow-up is grounded in the same set of calls. To learn more, see the Ask Copilot about Multiple Calls article. Ask Copilot with Multiple Calls selectedAI ThemesAI Themes analyzes up to 1,000 calls in a single run and returns a structured, cited report of the themes and representative moments that emerged across them. Choose one of seven preset questions — Decision Criteria, Customer Pain, Objections, Customer Concerns, Business Goals, Pricing Reactions, or Product Feedback — scope the calls with filters, and receive a quote-backed report.Who: Available to Clari Copilot users. Admins and Managers can generate analyses; all other Copilot users have view-only access and can open reports via shared links. Requires a minimum of 100 calls in the filtered scope; analyses are capped at 1,000 calls per run.Where: Clari Copilot — Dashboard > AI Themes.How: Go to Dashboard > AI Themes and click a preset question card to start a new analysis. Refine your filters in Step 1, review the call count and remaining monthly quota in Step 2, then click Run Analysis. You will receive an email when the report is ready, along with a Slack, Teams, or in-product notification if those channels are enabled. On the report page, expand any theme to see focus areas, representative quotes, and a link to view source call mentions. Use Download PDF or Copy Link to share the report.To learn more, see the Copilot AI Themes article. AI Themes GeneratingCopilot Mobile for iOS: In-Person RecordingField reps can now record in-person meetings directly from the Clari Copilot mobile app on iOS. Recordings are attributed to an account and opportunity after the meeting, then processed through Copilot's standard pipeline: transcription, speaker diarization, and CRM sync.Who: Available to all Clari Copilot users on iOS — update the app from the App Store to get started. Where: Clari Copilot mobile app (iOS) — Home screen for scheduled meetings, or start an ad-hoc recording at any time.How: Tap Record from a scheduled meeting on the Home screen, or start an ad-hoc recording with no meeting attached. Confirm that all participants have consented to being recorded (an audio chime also plays). Once uploaded, recordings are processed and viewable in the Completed tab. To learn more, see the Copilot Mobile In Person Recording article.Copilot MCP Server for ChatGPTThe Copilot MCP Server is now available as a custom connector for ChatGPT, letting revenue teams query Copilot data directly inside ChatGPT. This release supports Copilot tools only.Who: Available to Clari Copilot customers with a ChatGPT Business or Enterprise plan. Requires the Copilot tools for MCP toggle to be enabled by a Copilot Admin.Where: Added as a custom plugin in ChatGPT: Admin toggle: Copilot Settings > AI Features > Copilot tools for MCP.How: An admin enables the MCP toggle in Copilot Settings. Users connect and  ask revenue questions in plain language. To learn more, see the Copilot MCP Server for ChatGPT article. Copilot MCP in ChatGPTCopilot MCP Server for ClaudeThe Copilot MCP Server is available as a custom connector for Claude, giving revenue teams access to Copilot data inside Claude. This release supports Copilot tools only.Who: Available to Clari Copilot customers with a Claude subscription. Requires the Copilot tools for MCP toggle to be enabled by a Copilot Admin.Where: Added as a custom connector in Claude. To locate the admin toggle: Copilot Settings > AI Features > Copilot tools for MCP.How: Admin enables the MCP toggle in Copilot Settings. In Claude, add a custom connector. Start a new chat and confirm the Clari tools appear in the connector list. Ask revenue questions in plain language to get started. To learn more, see the Copilot MCP Server for Claude article.Add Custom connector for Clari MCP in ClaudeClariUpdated Activity Blocklisting Behavior for UAP CustomersThe Unified Ingestion Service (UIS) now evaluates all participants in an activity against configured blocklists. If any participant matches a blocked domain or email address, the entire activity is blocked from ingestion. Previously, filtering focused primarily on the meeting organizer, meaning a blocked attendee who was not the organizer would not always prevent the activity from being ingested.Who: Affects all Clari customers using the Unified Ingestion Service (UAP customers).Where: Clari Unified Ingestion Service — backend enforcement. No UI change.How: No setup required. This is a forward-looking behavioral change that takes effect automatically. To learn more, see the Clari Unified Activity Pipeline article. Clari Mobile AuthenticationAs part of ongoing Salesforce security compliance improvements, Clari Mobile has updated how it connects to your Salesforce account. You may need to reconnect to Salesloft if prompted. iOS: Make sure you're on the latest version of the Clari Mobile app. Once updated, tap the Connect in browser button — this will open Clari in your browser, prompt you to connect Salesforce, and then return you to the app automatically. Android: Open app.clari.com in your browser, connect to Salesforce, then return to the Clari Mobile app.GrooveGroove Managed Package Update (v9.223)A new Groove managed package (version 9.223) has been released, including the latest Salesforce security requirements and bug fixes. Teams that do not upgrade may lose access to Salesforce from Groove.Who: Affects all Groove users. Salesforce Admin action required.Where: Groove Salesforce Managed Package. Install package from Salesforce.How: As a Salesforce Admin, update the Groove Managed Package to version 9.223.

See what’s new in Salesloft!Anticipated Release Date: August 11, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Salesloft - AI, Data, & CRM Salesloft - Cadence, Rhythm, & Workflow Copilot Clari Groove Salesloft - AI, Data, & CRMSalesloft MCP Server for ChatGPTThe Salesloft MCP Server is now available as a custom connector for ChatGPT, making live Salesloft data available directly inside ChatGPT without leaving the tool.Who: Available to Salesloft Agentic customers. Requires a Salesloft Admin to enable the MCP Server toggle, and a ChatGPT Business or Enterprise subscription.Where: Salesloft Settings > Artificial Intelligence > Salesloft MCP toggle. Connected via ChatGPT Plugins.How: Admin navigates to Salesloft Settings, locates the Salesloft MCP toggle under Artificial Intelligence, and enables it. Users open ChatGPT, connect and authenticate with Salesloft credentials. Once connected, ask questions about your accounts, deals, and calls in plain language. To learn more, see the Connect Salesloft MCP Server in ChatGPT article. Adding a New Salesloft MCP plugin to ChatGPTSalesloft MCP Server for Claude — Transcript Access UpdateThe transcript retrieval tool has been removed from the Salesloft MCP Server for Claude. Due to a protocol limitation, the tool was unable to return raw transcript content as intended. Conversation intelligence remains available through the conversation details tool, which returns AI-generated call summaries, extracted fields, and key moments.Who: Affects Salesloft Agentic customers using the MCP Server for Claude.Where: Salesloft MCP Server for Claude.How: No action required. Workflows using conversation summaries and insights through the MCP are unaffected. If you were attempting to retrieve raw transcripts, that capability is not currently supported. To learn about the Salesloft MCP Server for Claude, check out the Connect Salesloft MCP Server in Claude Desktop article. Salesforce Account Object LinkingSalesloft now automatically links accounts to their corresponding Salesforce CRM records based on domain and website matching, and detects when accounts are merged in Salesforce, HubSpot, or Dynamics to reconcile the corresponding Salesloft records.Who: Available to Salesloft Admins and account executives using Salesforce, HubSpot, or Dynamics. Where: Settings > CRM Sync > Sync Management > View Logs — a new "CRM Merge" log type tracks automated reconciliations.How: No admin setup required. When a new account is created in the CRM with a matching domain or website, Salesloft links the records automatically. When accounts are merged in the CRM, Salesloft detects the event and reconciles the corresponding Salesloft accounts. To learn more, see the CRM Mirroring: Recognize CRM Merges and Deletions article. Salesforce Custom Object EnhancementsAdmins now have a full suite of self-service controls for managing Salesforce custom objects in Salesloft including field mapping, activity logging, group-based visibility, and a 10-object cap.Who: Available to Salesloft Admins (configuration) and sales reps (daily logging). Available for Salesforce CRM only. Salesforce Admins may need to enable required Salesforce settings. Visibility is managed at the group level, not per individual user.Where: Field mapping and activity logging — Settings > Field Configuration > [Custom Object]. Visibility — Settings > Access and Visibility > Custom Object Visibility. Object cap — Settings > Field Configuration.How: Admins will navigate to the Field Configuration Settings to map fields, configure activity logging, and monitor your object count. CRM record selection must be enabled for Custom Object Activity Logging. To learn more, see the Custom Object Field Configuration article. Logging to a Custom ObjectSalesloft External Client Application (ECA) —Required Action Now AvailableThe Salesloft External Client Application (ECA) is now available on the Salesforce AppExchange. This free managed package replaces the legacy Salesforce Connected App and is a required migration for all Salesloft customers on Salesforce by September 2, 2026. Salesforce has deprecated the Connected App standard platform-wide — the ECA keeps your Salesloft-to-Salesforce connection intact with no disruption to activity logging or deal sync.Who: Required for all Salesforce Admins managing a Salesloft team. All Salesloft users on Salesforce will complete a one-time re-authentication after admin cutover.Where: Salesforce AppExchange (free install); Salesloft CRM Settings for admin connection and cutover; individual user CRM Settings for personal re-authentication.How: Admins must complete the steps to migrate their team. Then, users must reconnect to their Salesforce account. For more information, check out the Migrate and Reconnect help articles. Salesloft Data Sync app inside the Salesforce App ExchangeSalesloft - Cadence, Rhythm, & WorkflowRhythm Bulk Delete TaskReps can now clear large backlogs of overdue tasks in Rhythm in a few clicks. Cancellation runs in the background, so reps can keep working while the cleanup runs, and a completion email confirms how many tasks were cancelled when the job finishes.Who: Available to sales reps with overdue task backlogs in Rhythm.Where: Rhythm homepage dashboard — new Trash icon entry point.How: To delete, click the Trash icon on the Rhythm dashboard. In the configuration modal, select which task types to cancel (Cadence steps, one-off tasks, etc.) and set a due-date cutoff. Review the confirmation modal, which shows the total number of tasks to be cancelled and notes that the action is permanent. Confirm to queue the job. A completion email is sent when the job finishes. To learn more, see the Delete Tasks in Salesloft article. Remove Overdue Tasks windowCopilot Meeting Follow-Up PlayClari Copilot customers who record a call now receive Meeting Follow-Up Play tasks in Rhythm when a Meeting Follow-Up Play is enabled. Play criteria evaluation now uses Copilot recording events, so reps receive post-call follow-up tasks regardless of how the recording was captured.Who: Available to Salesloft customers who have migrated to Clari Copilot and have the Meeting Follow-Up Play enabled. Where: Meeting Follow-Up tasks appear inside your Rhythm workflows.How: If your team does not already have a Meeting Follow-Up Play enabled, create one in your Plays settings first. Once enabled, no additional setup is required — when a call is recorded via Copilot, the Plays engine detects the recording-complete event, evaluates the criteria, and creates the follow-up task in Rhythm automatically. To learn more, see the Meeting Follow-up Play article. Inline AI Email RevisionReps can now highlight any word, phrase, or sentence in the email composer, choose a preset action or type a custom instruction, and receive a revised replacement in place without regenerating the entire email. Merge tokens and inline links within the selection are preserved automatically.Who: Available to all Salesloft users with AI Email Assistant access. The inline toolbar appears only on selections within the email body; the subject line, signature block, and quoted thread content are excluded.Where: The floating AI toolbar appears on text selection inside Email compose windows.How: Highlight any text in the email body. Select a preset action (such as Shorten, Lengthen, or Improve phrasing) from the floating toolbar, or type a custom instruction of up to 200 characters. The selected text is replaced in place. To learn more, see the Refine Emails Using the AI Assistant article. AI Email Inline Revision in the Email WindowCopilotAsk AI Multi-CallAsk Copilot now works across up to 15 calls in a single chat. Select the calls you want to analyze, ask one question, and get a single synthesized answer with call-level citations.Who: Available to Clari Copilot users. No user configuration required. Requires calls recorded on or after January 1, 2026, and transcribed recordings in the Copilot library. Users must have view permissions on every call they select.Where: Clari Copilot — Calls page, Feed, or single call view. The Ask Copilot button appears in the top-right of the page.How: Go to the Copilot Calls page or Feed. Check the boxes next to up to 15 calls, then click Ask Copilot. Choose a suggested prompt or type your own question. The response streams in with a "Summarized from N transcripts" section listing source calls. Click any source to jump to that call. Ask follow-up questions in the same chat; every follow-up is grounded in the same set of calls. To learn more, see the Ask Copilot about Multiple Calls article. Ask Copilot with Multiple Calls selectedAI ThemesAI Themes analyzes up to 1,000 calls in a single run and returns a structured, cited report of the themes and representative moments that emerged across them. Choose one of seven preset questions — Decision Criteria, Customer Pain, Objections, Customer Concerns, Business Goals, Pricing Reactions, or Product Feedback — scope the calls with filters, and receive a quote-backed report.Who: Available to Clari Copilot users. Admins and Managers can generate analyses; all other Copilot users have view-only access and can open reports via shared links. Requires a minimum of 100 calls in the filtered scope; analyses are capped at 1,000 calls per run.Where: Clari Copilot — Dashboard > AI Themes.How: Go to Dashboard > AI Themes and click a preset question card to start a new analysis. Refine your filters in Step 1, review the call count and remaining monthly quota in Step 2, then click Run Analysis. You will receive an email when the report is ready, along with a Slack, Teams, or in-product notification if those channels are enabled. On the report page, expand any theme to see focus areas, representative quotes, and a link to view source call mentions. Use Download PDF or Copy Link to share the report.To learn more, see the Copilot AI Themes article. AI Themes GeneratingCopilot Mobile for iOS: In-Person RecordingField reps can now record in-person meetings directly from the Clari Copilot mobile app on iOS. Recordings are attributed to an account and opportunity after the meeting, then processed through Copilot's standard pipeline: transcription, speaker diarization, and CRM sync.Who: Available to all Clari Copilot users on iOS — update the app from the App Store to get started. Where: Clari Copilot mobile app (iOS) — Home screen for scheduled meetings, or start an ad-hoc recording at any time.How: Tap Record from a scheduled meeting on the Home screen, or start an ad-hoc recording with no meeting attached. Confirm that all participants have consented to being recorded (an audio chime also plays). Once uploaded, recordings are processed and viewable in the Completed tab. To learn more, see the Copilot Mobile In Person Recording article.Copilot MCP Server for ChatGPTThe Copilot MCP Server is now available as a custom connector for ChatGPT, letting revenue teams query Copilot data directly inside ChatGPT. This release supports Copilot tools only.Who: Available to Clari Copilot customers with a ChatGPT Business or Enterprise plan. Requires the Copilot tools for MCP toggle to be enabled by a Copilot Admin.Where: Added as a custom plugin in ChatGPT: Admin toggle: Copilot Settings > AI Features > Copilot tools for MCP.How: An admin enables the MCP toggle in Copilot Settings. Users connect and  ask revenue questions in plain language. To learn more, see the Copilot MCP Server for ChatGPT article. Copilot MCP in ChatGPTCopilot MCP Server for ClaudeThe Copilot MCP Server is available as a custom connector for Claude, giving revenue teams access to Copilot data inside Claude. This release supports Copilot tools only.Who: Available to Clari Copilot customers with a Claude subscription. Requires the Copilot tools for MCP toggle to be enabled by a Copilot Admin.Where: Added as a custom connector in Claude. To locate the admin toggle: Copilot Settings > AI Features > Copilot tools for MCP.How: Admin enables the MCP toggle in Copilot Settings. In Claude, add a custom connector. Start a new chat and confirm the Clari tools appear in the connector list. Ask revenue questions in plain language to get started. To learn more, see the Copilot MCP Server for Claude article.Add Custom connector for Clari MCP in ClaudeClariUpdated Activity Blocklisting Behavior for UAP CustomersThe Unified Ingestion Service (UIS) now evaluates all participants in an activity against configured blocklists. If any participant matches a blocked domain or email address, the entire activity is blocked from ingestion. Previously, filtering focused primarily on the meeting organizer, meaning a blocked attendee who was not the organizer would not always prevent the activity from being ingested.Who: Affects all Clari customers using the Unified Ingestion Service (UAP customers).Where: Clari Unified Ingestion Service — backend enforcement. No UI change.How: No setup required. This is a forward-looking behavioral change that takes effect automatically. To learn more, see the Clari Unified Activity Pipeline article. Clari Mobile AuthenticationAs part of ongoing Salesforce security compliance improvements, Clari Mobile has updated how it connects to your Salesforce account. You may need to reconnect to Salesloft if prompted. iOS: Make sure you're on the latest version of the Clari Mobile app. Once updated, tap the Connect in browser button — this will open Clari in your browser, prompt you to connect Salesforce, and then return you to the app automatically. Android: Open app.clari.com in your browser, connect to Salesforce, then return to the Clari Mobile app.GrooveGroove Managed Package Update (v9.223)A new Groove managed package (version 9.223) has been released, including the latest Salesforce security requirements and bug fixes. Teams that do not upgrade may lose access to Salesforce from Groove.Who: Affects all Groove users. Salesforce Admin action required.Where: Groove Salesforce Managed Package. Install package from Salesforce.How: As a Salesforce Admin, update the Groove Managed Package to version 9.223. 

Anticipated Release Date: July 7, 2026 Channels Call Recording Security ImprovementsAdmins can now control who within their organization can view call recordings. Three visibility tiers are available: the individual who made the call only, the recording owner and members of their assigned group and child groups, or the full team.Who: Configuration requires a Salesloft Admin role. The Group/Child Groups tier requires users to be assigned to groups in Settings > Groups. The "Requires Authentication" toggle for Dialer Recordings must also be enabled before configuring visibility. The recording owner always retains access to their own recordings under all tiers. This setting applies to Dialer call recordings only — Conversations recordings are governed separately.This release also introduces the the download recordings permission that allows or prevents users from downloading recordings in Salesloft. This permission is enabled for admins and users by default.Where: Settings > Dialer > Call Recordings — "Call recordings visibility" section.How: Navigate to Settings > Dialer > Call Recordings, enable "Requires Authentication," then scroll to "Call recordings visibility" and click Edit to select the appropriate tier. Changes apply immediately and retroactively to all recordings. To learn more, see the Manage Team Dialer Settings.Call Recording Visibility SettingsCalendar Improvements to Non-Organizer LoftingLofting meetings organized by external clients now works when your personal calendar sync is turned off. Salesloft automatically populates the "Lofting To" field from the attendee list so you can sync the meeting to your CRM without errors or blank fields.Who: Available to Salesloft users with a Google Calendar connection who loft external meetings. No configuration required.Where: Inside Google Calendar, the Loft It button on calendar events organized by external attendees.How: No setup required. When you click Loft It on an external meeting, Salesloft automatically matches the event to the correct contact. For recurring series, choose "This Event" or "All Events" when prompted. To learn more, see the Loft a Google Calendar Invite. Things to Note: "This and following events" is not available for externally organized series. You cannot edit the details of an external meeting invite through Salesloft.ConversationsSharing Links EnhancementsWhen sharing conversation recordings and clips via a public link, you can now choose whether to require a passcode. Recipients of a passcode-free link can view meeting details, the recording, and the AI-generated summary. The full searchable transcript is only available on passcode-protected links after the recipient authenticates.Who: Available to all Salesloft users who share conversation recordings. The passcode toggle is on by default. Users must actively turn it off to share without one. Links generated before this release are unaffected.Where: Share link generation dialog, accessible from the Navigator or Recordings page in Conversations.How: When generating a sharing link, use the "Require passcode to view" toggle to enable or disable passcode protection. To change the passcode setting on an existing share, generate a new link.To learn more, see the Share a Recording.Require Passcode Toggle EnabledSalesloft ConnectPerson View ModernizationThe Person record in the Salesloft Connect for Outlook sidepanel has been redesigned with an interactive Overview tab that supports inline field editing, social profile shortcuts, and deal context links, replacing the previous static Contact tab.Who: Available to all users with the Salesloft Outlook Connect add-in. No additional configuration required. Field editability follows the permissions set in your Salesloft web app.Where: Salesloft sidepanel in Microsoft Outlook — Person record view.How: The updated Overview tab loads automatically when viewing a Person record in the Outlook sidepanel. Click any editable field to update it inline. Use the social icon row to open LinkedIn, CRM records, and other links in a new tab. Note: engagement stats have moved from the profile header to the Activity tab.To learn more, see the Salesloft Connect for Outlook: Side Panel UI Reference.Updated Person View in Salesloft Connect for OutlookAccount View in OutlookA dedicated Account view is now available inside the Salesloft Connect for Outlook sidepanel, giving you real-time company context, activity history, associated contacts, and open deals without leaving your inbox.Who: Available to all users with the Salesloft Outlook Connect add-in. Requires "View Accounts" permission in your Salesloft profile.Where: Salesloft sidepanel in Microsoft Outlook. Accessible by clicking an Account name from a Person record.How: From any Person record in the Outlook sidepanel, click the Account name in the header to open the Account view. Use the Overview, Cadences, Notes, and Activity tabs to review context and take action.To learn more, see the Salesloft Connect for Outlook: Side Panel UI Reference.Create Tasks in Outlook: Account RecordYou can now create Salesloft tasks directly from Account and Opportunity records in the Connect for Outlook sidepanel. The task modal auto-fills the related record based on the active view.Who: Available to all users with the Salesloft Outlook Connect add-in. No additional setup required. Task creation respects your existing Salesloft permissions, and tasks sync to your CRM automatically if activity sync is configured.Where: Salesloft sidepanel in Microsoft Outlook from the Quick Actions menu on Account and Opportunity record views.How: Open an Account or Opportunity record in the Salesloft Outlook sidepanel and click the Create Task icon in Quick Actions. Complete the task fields (subject, type, due date, assignee, notes) and save. To learn more, see the Create a Task in Salesloft.Create Tasks from Account in OutlookClariAda ChatbotThe Ada chatbot is now available in Clari to provide in-app support. It delivers contextual help and guidance directly within the Clari interface, so you can get answers without leaving the platform or searching external documentation.Who: Available to all Clari users. No setup required.Where: Clari platform — accessible via the in-app chat interface.How: Access the Ada chatbot directly within Clari for contextual help and guidance. See Clari support documentation. Updated Clari Navigation BarMinor updates to the Clari navigation bar improve visual consistency and discoverability. The Studio icon has changed from a desk icon to a settings icon, the search bar is now rectangular, and module names highlight in grey on hover.Who: Available to all Clari users. No action required.Where: Clari platform navigation bar.How: No setup required. The updated navigation bar is visible automatically upon login. Updated Clari Navigation Bar Salesforce Token RefreshClari now automatically rotates Salesforce refresh tokens that have been idle for 30 days, in compliance with Salesforce's updated security requirements for connected apps. Most users will not notice any disruption.Who: Affects all Clari users with a Salesforce integration. No action is required for active users.Where: Clari–Salesforce integration (backend enforcement — no UI change).How: No setup required. If prompted to re-authenticate with Salesforce, follow the on-screen instructions to reconnect. If you are an integration user who has not synced Salesforce data with Clari recently, in the last 30-days, or get disconnected automatically due to this update, please reconnect. Learn more in the Clari Support documentation.Groove Scheduled Maintenance WindowGroove has a scheduled maintenance window on August 8, 2026. Groove may be unavailable or degraded during this period.Who: Affects all Groove users.Where: Groove platform.When: August 8, 2026, 2:00 PM UTC – approximately 8:00 PM UTC.How: No action required. Plan accordingly and avoid scheduling critical workflows during this window. AI, Data, & CRMSalesloft External Client Application (ECA) — Coming Next MonthSalesloft is introducing the External Client Application (ECA), a managed package available on the Salesforce AppExchange. Salesforce is deprecating the Connected App across all partners. To keep your integration working, you’ll need to install a replacement app.What’s changingAll customers will need to install the new ECA app from the Salesforce AppExchange and reconnect to Salesloft. This will be available in the next few weeks.Migration timelineRight now: Notify your IT team that this change is coming to prepare to migrate. In the next few weeks: Your admin will receive an email when the ECA is ready to install. At that point, they will need to: Install the new External Client Application from the Salesforce AppExchange. Uninstall the legacy Connected App. After the switch: All Salesloft users will be prompted to re-authenticate.What will NOT be affectedThere will be no disruption to activity logging or deal sync during the transition. Users will not have a disruption with their connection from Salesforce to Salesloft.Questions?Reach out to your Customer Success Manager with any questions. 

See what's new in Salesloft!Anticipated Release Date: July 7, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Channels Conversations Salesloft Connect Clari AI, Data, & CRM Channels Call Recording Security ImprovementsAdmins can now control who within their organization can view call recordings. Three visibility tiers are available: the individual who made the call only, the recording owner and members of their assigned group and child groups, or the full team.Who: Configuration requires a Salesloft Admin role. The Group/Child Groups tier requires users to be assigned to groups in Settings > Groups. The "Requires Authentication" toggle for Dialer Recordings must also be enabled before configuring visibility. The recording owner always retains access to their own recordings under all tiers. This setting applies to Dialer call recordings only — Conversations recordings are governed separately.This release also introduces the the download recordings permission that allows or prevents users from downloading recordings in Salesloft. This permission is enabled for admins and users by default.Where: Settings > Dialer > Call Recordings — "Call recordings visibility" section.How: Navigate to Settings > Dialer > Call Recordings, enable "Requires Authentication," then scroll to "Call recordings visibility" and click Edit to select the appropriate tier. Changes apply immediately and retroactively to all recordings. To learn more, see the Manage Team Dialer Settings.Call Recording Visibility SettingsCalendar Improvements to Non-Organizer LoftingLofting meetings organized by external clients now works when your personal calendar sync is turned off. Salesloft automatically populates the "Lofting To" field from the attendee list so you can sync the meeting to your CRM without errors or blank fields.Who: Available to Salesloft users with a Google Calendar connection who loft external meetings. No configuration required.Where: Inside Google Calendar, the Loft It button on calendar events organized by external attendees.How: No setup required. When you click Loft It on an external meeting, Salesloft automatically matches the event to the correct contact. For recurring series, choose "This Event" or "All Events" when prompted. To learn more, see the Loft a Google Calendar Invite. Things to Note: "This and following events" is not available for externally organized series. You cannot edit the details of an external meeting invite through Salesloft.ConversationsSharing Links EnhancementsWhen sharing conversation recordings and clips via a public link, you can now choose whether to require a passcode. Recipients of a passcode-free link can view meeting details, the recording, and the AI-generated summary. The full searchable transcript is only available on passcode-protected links after the recipient authenticates.Who: Available to all Salesloft users who share conversation recordings. The passcode toggle is on by default. Users must actively turn it off to share without one. Links generated before this release are unaffected.Where: Share link generation dialog, accessible from the Navigator or Recordings page in Conversations.How: When generating a sharing link, use the "Require passcode to view" toggle to enable or disable passcode protection. To change the passcode setting on an existing share, generate a new link.To learn more, see the Share a Recording.Require Passcode Toggle EnabledSalesloft ConnectPerson View ModernizationThe Person record in the Salesloft Connect for Outlook sidepanel has been redesigned with an interactive Overview tab that supports inline field editing, social profile shortcuts, and deal context links, replacing the previous static Contact tab.Who: Available to all users with the Salesloft Outlook Connect add-in. No additional configuration required. Field editability follows the permissions set in your Salesloft web app.Where: Salesloft sidepanel in Microsoft Outlook — Person record view.How: The updated Overview tab loads automatically when viewing a Person record in the Outlook sidepanel. Click any editable field to update it inline. Use the social icon row to open LinkedIn, CRM records, and other links in a new tab. Note: engagement stats have moved from the profile header to the Activity tab.To learn more, see the Salesloft Connect for Outlook: Side Panel UI Reference.Updated Person View in Salesloft Connect for OutlookAccount View in OutlookA dedicated Account view is now available inside the Salesloft Connect for Outlook sidepanel, giving you real-time company context, activity history, associated contacts, and open deals without leaving your inbox.Who: Available to all users with the Salesloft Outlook Connect add-in. Requires "View Accounts" permission in your Salesloft profile.Where: Salesloft sidepanel in Microsoft Outlook. Accessible by clicking an Account name from a Person record.How: From any Person record in the Outlook sidepanel, click the Account name in the header to open the Account view. Use the Overview, Cadences, Notes, and Activity tabs to review context and take action.To learn more, see the Salesloft Connect for Outlook: Side Panel UI Reference.Create Tasks in Outlook: Account RecordYou can now create Salesloft tasks directly from Account and Opportunity records in the Connect for Outlook sidepanel. The task modal auto-fills the related record based on the active view.Who: Available to all users with the Salesloft Outlook Connect add-in. No additional setup required. Task creation respects your existing Salesloft permissions, and tasks sync to your CRM automatically if activity sync is configured.Where: Salesloft sidepanel in Microsoft Outlook from the Quick Actions menu on Account and Opportunity record views.How: Open an Account or Opportunity record in the Salesloft Outlook sidepanel and click the Create Task icon in Quick Actions. Complete the task fields (subject, type, due date, assignee, notes) and save. To learn more, see the Create a Task in Salesloft.Create Tasks from Account in OutlookClariAda ChatbotThe Ada chatbot is now available in Clari to provide in-app support. It delivers contextual help and guidance directly within the Clari interface, so you can get answers without leaving the platform or searching external documentation.Who: Available to all Clari users. No setup required.Where: Clari platform — accessible via the in-app chat interface.How: Access the Ada chatbot directly within Clari for contextual help and guidance. See Clari support documentation. Updated Clari Navigation BarMinor updates to the Clari navigation bar improve visual consistency and discoverability. The Studio icon has changed from a desk icon to a settings icon, the search bar is now rectangular, and module names highlight in grey on hover.Who: Available to all Clari users. No action required.Where: Clari platform navigation bar.How: No setup required. The updated navigation bar is visible automatically upon login. Updated Clari Navigation Bar Salesforce Token RefreshClari now automatically rotates Salesforce refresh tokens that have been idle for 30 days, in compliance with Salesforce's updated security requirements for connected apps. Most users will not notice any disruption.Who: Affects all Clari users with a Salesforce integration. No action is required for active users.Where: Clari–Salesforce integration (backend enforcement — no UI change).How: No setup required. If prompted to re-authenticate with Salesforce, follow the on-screen instructions to reconnect. If you are an integration user who has not synced Salesforce data with Clari recently, in the last 30-days, or get disconnected automatically due to this update, please reconnect. Learn more in the Clari Support documentation.Groove Scheduled Maintenance WindowGroove has a scheduled maintenance window on August 8, 2026. Groove may be unavailable or degraded during this period.Who: Affects all Groove users.Where: Groove platform.When: August 8, 2026, 2:00 PM UTC – approximately 8:00 PM UTC.How: No action required. Plan accordingly and avoid scheduling critical workflows during this window. AI, Data, & CRMSalesloft External Client Application (ECA) — Coming Next MonthSalesloft is introducing the External Client Application (ECA), a managed package available on the Salesforce AppExchange. Salesforce is deprecating the Connected App across all partners. To keep your integration working, you’ll need to install a replacement app.What’s changingAll customers will need to install the new ECA app from the Salesforce AppExchange and reconnect to Salesloft. This will be available in the next few weeks.Migration timelineRight now: Notify your IT team that this change is coming to prepare to migrate. In the next few weeks: Your admin will receive an email when the ECA is ready to install. At that point, they will need to: Install the new External Client Application from the Salesforce AppExchange. Uninstall the legacy Connected App. After the switch: All Salesloft users will be prompted to re-authenticate.What will NOT be affectedThere will be no disruption to activity logging or deal sync during the transition. Users will not have a disruption with their connection from Salesforce to Salesloft.Questions?Reach out to your Customer Success Manager with any questions.

See what's new in Clari and Salesloft! Anticipated Release Date: June 9, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:AI, Data, & CRM Workflow, Rhythm, & Cadence Salesloft Connect Channels & Conversations Clari Platform & GovernanceClariClari Copilot - AI assisted ScoringClari Copilot can now automatically score recorded video calls using your scorecard templates. After analyzing the call transcript, Clari Copilot assigns a numeric score to each question, highlights the relevant moments in the recording, and generates a summary of strengths and areas for improvement. Managers retain full control and can review, edit, and approve every score before reps see any feedback.Who: Available to users with access to Clari Copilot and Team Calls who manage or coach reps using call scorecards. Requires Advanced AI features to be enabled in Workspace settings.Where: Clari Copilot — Team Calls. Scorecard configuration is managed in Workspace settings under Scorecards.How: For help building or configuring scorecard templates, visit the Clari Support Community.Clari Copilot in Salesloft — Unified Conversation IntelligenceClari Copilot is now integrated directly into Salesloft, giving revenue teams access to one of the most capable conversation intelligence products in the market without leaving their Salesloft workflow. Users log in once and access Clari Copilot through their existing Salesloft navigation — no separate login, no context switching.Clari Copilot call data flows natively into the Salesloft platform. Recordings, transcripts, AI summaries, and action items captured in Clari Copilot appear across the Activity Feed, Deal Summary Agent, Meeting Prep and Follow-Up Plays, Research Agents, and Ask Salesloft — the same way Conversations data did, now powered by Clari Copilot's best in class intelligence layer.Clari Copilot brings capabilities that Conversations did not have, including AI Smart Chapters, Revenue Critical Moments, real-time live Battlecards on every call, active consent controls, voice fingerprinting, secure external call sharing, and a full enterprise admin command center with team adoption reporting and bulk admin actions.Who: Available to new Salesloft customers and new Clari Copilot implementations. Existing Salesloft Conversations customers will migrate in a subsequent phase. Requires an Advanced or higher Salesloft license tier.Where: Accessible from the top navigation under Activity once provisioned. Clari Copilot settings are available under Salesloft Settings → Copilot.How: Administrators provision users for Clari Copilot within Salesloft Settings. A unified Okta SSO setup is required for new implementations so users access both products with a single sign-on. Once provisioned, users do not need to log into Clari Copilot separately.SalesloftPlatform & GovernanceUpdated App Navigation and Button StylingYou'll notice a refreshed look across the Salesloft platform. The top navigation bar has been updated to a lighter color scheme, and buttons throughout the app now appear in a light mode style with blue accents. These are visual updates only — no functionality, settings, or workflows have changed.Who: All Salesloft users.Where: Across the Salesloft web app — top navigation bar and buttons throughout the platform. AI, Data, & CRMAnalytics Reports: People and Account Research AI MetricsThree new AI metrics are now available in Salesloft Analytics, giving you visibility into how your team is using AI-assisted research. You can now track Account researched, Person researched, and Agent tasks completed across key reports to better understand AI adoption and its impact on team activity.Who: Available to users with access to Salesloft Analytics reports. No additional permissions required beyond existing report access.Where: Inside Salesloft Analytics in the Accounts Report and Team Performance Report, as well as the  Individual Coaching Report found in Coaching. The Agent tasks completed metric appears in the Individual Coaching Report only.How: To learn more, see the Salesloft Metrics Glossary.New Metrics seen on the Team Productivity: Team Performance pageConnect Salesloft to Claude via the MCP Connectors DirectoryYou can now connect Salesloft directly to Claude through the MCP Connectors Directory, letting you work with your Salesloft data from within the Claude desktop app.Who: Available to Salesloft Users with the Salesloft Agentic add-on and access to the Claude desktop app.Where: Claude desktop app — Connectors Directory.How: Connect Salesloft to Claude in the Connectors Directory. Check out the Set Up the Salesloft MCP Server + Claude article to learn more.Workflow, Rhythm, & CadenceCadence CollectionsCadence Collections introduces a new organizational layer for grouping related cadences into a single container, so admins can manage settings, permissions, and CRM sync rules across multiple cadences at once.When a Collection is created, any cadence added to it inherits the parent-level configuration. A visual indicator within the cadence settings makes it clear when a setting is being controlled at the Collection level.Who: Primarily available to Salesloft admins managing multiple active cadences. Users will also see "Verified Master" labels on cadences to help identify the correct company plays.Where: Cadences list view — a new Collections tab will appear for eligible workspaces. Collection settings are managed within the Collections configuration panel.How: To create a Collection, navigate to the Cadences list view and select the Collections tab. Create a new Collection, define your master settings for sync, throttling, and permissions, then add cadences to the Collection using bulk-select. Existing standalone cadences are not automatically migrated — they must be manually moved into a Collection.To learn more, see Create a Cadence Collection in Salesloft.Cadence Collections seen in the Cadences pageSalesloft ConnectMulti-Select Import from Salesforce List ViewYou can now hand-pick specific contacts, leads, or accounts from a Salesforce List View to import into Salesloft, rather than importing an entire view at once. The import button updates in real time to reflect how many records you've selected — for example, "Import 5 people" — so you always know exactly what will be brought in.Who: Available to Salesloft users with a Salesforce integration and the Salesloft Connect Chrome Extension installed.Note: Teams who previously created the Custom View Import button in Salesforce will not have access to the Multi-Select import until they have removed the custom import button. Where: Salesforce Lightning List Views (Contacts, Leads, or Accounts), via the Salesloft Connect Chrome Extension.How: To use multi-select import, navigate to any Salesforce Lightning List View, check the boxes next to the records you want to import, and click the import button. Note that if you use "Select All" on a long list, you'll need to scroll to the bottom of the list first to ensure all records are fully loaded before importing. To learn more, see Imports from Salesforce - Method 4.Mutli-Select import from Salesforce Lead ListSalesloft Connect Extension: Person View Redesign & Opportunity LinkingThe Salesloft Connect extension's person view has been redesigned with a new Overview tab that replaces the legacy Contact tab. The Overview tab displays key person details alongside a direct link to the nearest open opportunity associated with that person, so you can quickly review deal context without leaving your email or CRM.Who: Available to all users with access to the Salesloft Chrome extension. Deal information is only available for teams that use Salesloft Deals. No additional permissions or configuration are required. Where: Salesloft Connect Extension sidepanel, on any Person record.How: Open the Salesloft Connect Extension side panel inside your Chrome browser. When viewing Deal information, the nearest open opportunity link appears automatically when a qualifying opportunity exists — meaning the opportunity's stage is not Closed Won or Closed Lost, and its close date is today or in the future.To learn more, see Salesloft Chrome Extension: Side Panel UI.Salesloft Connect Chrome Extension People View Create Tasks from Outlook (Person View)You can now create and save follow-up tasks directly from a person's record in the Salesloft Connect panel inside Outlook. When you open the task composer, the related person field is automatically filled in based on the contact you're viewing, so you can log next steps without leaving your inbox.Who: Available to all users with existing task creation permissions in Salesloft. Requires the Salesloft Connect Add in for Outlook.Where: Salesloft panel in Outlook — Person record view, Quick Actions.How: No setup required. The feature is enabled by default. To create a task, open the Salesloft panel in Outlook, navigate to a person's record, and click the **Create Task** icon in the Quick Actions area. Fill in the task details (subject, type, due date, assignee, and notes) and save. If your Salesloft account is connected to a CRM with task sync enabled, the task will also write back to your CRM automatically.To learn more, see Create a Task in Salesloft.Create a Task workflow in Connect for OutlookChannels & ConversationsDomain-Level Calendar Authentication for Google CalendarAdministrators can now centrally connect Google Calendar for their entire organization in a single setup, automatically integrating all existing and new users with Salesloft without requiring individual connections. Users can still disconnect or reconnect their own calendar at any time through their personal settings, and administrators can selectively disconnect or reconnect individual users as needed.Who: Salesloft administrators with access to Admin Settings. Requires the Standalone Calendar setting to be enabled. Once configured, the integration applies automatically to all users on the domain.Where: Admin Settings > Calendar Integration. Individual users can view and manage their connection status under their personal calendar settings, where the connection source (user-level or domain-level) is clearly labeled.How: To get started, navigate to Admin Settings, select the Calendar Integration option, choose Domain-Level Authentication for Google Calendar, and follow the OAuth steps to link your organization's Google Calendar domain to Salesloft. Note that if the Standalone Calendar setting is not enabled, the Domain-Level Authentication option will appear grayed out — contact your Salesloft CSM to enable it.To learn more, see Manage Domain Level Access in Salesloft.Google Calendar User Calendar Connection StatusActivity Feed: Enhanced Date Filtering and Meeting TrackingThe Activity Feed on Person and Account pages now includes a custom date range filter in the Past sections of the Meetings, Conversations, Notes, and Emails tabs, so you can quickly surface historical activity by the date it actually occurred. A new Upcoming section has also been added to the top of the Meetings tab, giving you a dedicated view of all scheduled meetings in one place.Who: Available to all Salesloft users.Where: Person and Account Profile pages in Salesloft — Meetings, Conversations, Notes, and Emails tabs within the Activity Feed.How: Visit and Account or Person Profile page. Apply the custom date range filter inside the Activity feed. To learn more, see View the Person Profile Activity Feed and Account Profile Activity Feed.Upcoming Meetings shown in the Meeting Tab 

See what's new in Salesloft!Anticipated Release Date: June 9, 2026In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:AI, Data, & CRM Workflow, Rhythm, & Cadence Salesloft Connect Channels & Conversations Clari Platform & GovernanceAI, Data, & CRMAnalytics Reports: People and Account Research AI MetricsThree new AI metrics are now available in Salesloft Analytics, giving you visibility into how your team is using AI-assisted research. You can now track Account researched, Person researched, and Agent tasks completed across key reports to better understand AI adoption and its impact on team activity.Who: Available to users with access to Salesloft Analytics reports. No additional permissions required beyond existing report access.Where: Inside Salesloft Analytics in the Accounts Report and Team Performance Report, as well as the  Individual Coaching Report found in Coaching. The Agent tasks completed metric appears in the Individual Coaching Report only.How: To learn more, see the Salesloft Metrics Glossary. New Metrics seen on the Team Productivity: Team Performance pageConnect Salesloft to Claude via the MCP Connectors DirectoryYou can now connect Salesloft directly to Claude through the MCP Connectors Directory, letting you work with your Salesloft data from within the Claude desktop app.Who: Available to Salesloft Users with the Salesloft Agentic add-on and access to the Claude desktop app.Where: Claude desktop app — Connectors Directory.How: Connect Salesloft to Claude in the Connectors Directory. Check out the Set Up the Salesloft MCP Server + Claude article to learn more.Workflow, Rhythm, & CadenceCadence CollectionsCadence Collections introduces a new organizational layer for grouping related cadences into a single container, so admins can manage settings, permissions, and CRM sync rules across multiple cadences at once.When a Collection is created, any cadence added to it inherits the parent-level configuration. A visual indicator within the cadence settings makes it clear when a setting is being controlled at the Collection level.Who: Primarily available to Salesloft admins managing multiple active cadences. Users will also see "Verified Master" labels on cadences to help identify the correct company plays.Where: Cadences list view — a new Collections tab will appear for eligible workspaces. Collection settings are managed within the Collections configuration panel.How: To create a Collection, navigate to the Cadences list view and select the Collections tab. Create a new Collection, define your master settings for sync, throttling, and permissions, then add cadences to the Collection using bulk-select. Existing standalone cadences are not automatically migrated — they must be manually moved into a Collection.To learn more, see Create a Cadence Collection in Salesloft.Cadence Collections seen in the Cadences pageSalesloft ConnectMulti-Select Import from Salesforce List ViewYou can now hand-pick specific contacts, leads, or accounts from a Salesforce List View to import into Salesloft, rather than importing an entire view at once. The import button updates in real time to reflect how many records you've selected — for example, "Import 5 people" — so you always know exactly what will be brought in.Who: Available to Salesloft users with a Salesforce integration and the Salesloft Connect Chrome Extension installed.Note: Teams who previously created the Custom View Import button in Salesforce will not have access to the Multi-Select import until they have removed the custom import button. Where: Salesforce Lightning List Views (Contacts, Leads, or Accounts), via the Salesloft Connect Chrome Extension.How: To use multi-select import, navigate to any Salesforce Lightning List View, check the boxes next to the records you want to import, and click the import button. Note that if you use "Select All" on a long list, you'll need to scroll to the bottom of the list first to ensure all records are fully loaded before importing. To learn more, see Imports from Salesforce - Method 4. Mutli-Select import from Salesforce Lead ListSalesloft Connect Extension: Person View Redesign & Opportunity LinkingThe Salesloft Connect extension's person view has been redesigned with a new Overview tab that replaces the legacy Contact tab. The Overview tab displays key person details alongside a direct link to the nearest open opportunity associated with that person, so you can quickly review deal context without leaving your email or CRM.Who: Available to all users with access to the Salesloft Chrome extension. Deal information is only available for teams that use Salesloft Deals. No additional permissions or configuration are required. Where: Salesloft Connect Extension sidepanel, on any Person record.How: Open the Salesloft Connect Extension side panel inside your Chrome browser. When viewing Deal information, the nearest open opportunity link appears automatically when a qualifying opportunity exists — meaning the opportunity's stage is not Closed Won or Closed Lost, and its close date is today or in the future.To learn more, see Salesloft Chrome Extension: Side Panel UI. Salesloft Connect Chrome Extension People View Create Tasks from Outlook (Person View)You can now create and save follow-up tasks directly from a person's record in the Salesloft Connect panel inside Outlook. When you open the task composer, the related person field is automatically filled in based on the contact you're viewing, so you can log next steps without leaving your inbox.Who: Available to all users with existing task creation permissions in Salesloft. Requires the Salesloft Connect Add in for Outlook.Where: Salesloft panel in Outlook — Person record view, Quick Actions.How: No setup required. The feature is enabled by default. To create a task, open the Salesloft panel in Outlook, navigate to a person's record, and click the **Create Task** icon in the Quick Actions area. Fill in the task details (subject, type, due date, assignee, and notes) and save. If your Salesloft account is connected to a CRM with task sync enabled, the task will also write back to your CRM automatically.To learn more, see Create a Task in Salesloft.Create a Task workflow in Connect for OutlookChannels & ConversationsDomain-Level Calendar Authentication for Google CalendarAdministrators can now centrally connect Google Calendar for their entire organization in a single setup, automatically integrating all existing and new users with Salesloft without requiring individual connections. Users can still disconnect or reconnect their own calendar at any time through their personal settings, and administrators can selectively disconnect or reconnect individual users as needed.Who: Salesloft administrators with access to Admin Settings. Requires the Standalone Calendar setting to be enabled. Once configured, the integration applies automatically to all users on the domain.Where: Admin Settings > Calendar Integration. Individual users can view and manage their connection status under their personal calendar settings, where the connection source (user-level or domain-level) is clearly labeled.How: To get started, navigate to Admin Settings, select the Calendar Integration option, choose Domain-Level Authentication for Google Calendar, and follow the OAuth steps to link your organization's Google Calendar domain to Salesloft. Note that if the Standalone Calendar setting is not enabled, the Domain-Level Authentication option will appear grayed out — contact your Salesloft CSM to enable it.To learn more, see Manage Domain Level Access in Salesloft.Google Calendar User Calendar Connection StatusActivity Feed: Enhanced Date Filtering and Meeting TrackingThe Activity Feed on Person and Account pages now includes a custom date range filter in the Past sections of the Meetings, Conversations, Notes, and Emails tabs, so you can quickly surface historical activity by the date it actually occurred. A new Upcoming section has also been added to the top of the Meetings tab, giving you a dedicated view of all scheduled meetings in one place.Who: Available to all Salesloft users.Where: Person and Account Profile pages in Salesloft — Meetings, Conversations, Notes, and Emails tabs within the Activity Feed.How: Visit and Account or Person Profile page. Apply the custom date range filter inside the Activity feed. To learn more, see View the Person Profile Activity Feed and Account Profile Activity Feed.Upcoming Meetings shown in the Meeting TabClariClari Copilot - AI assisted ScoringClari Copilot can now automatically score recorded video calls using your scorecard templates. After analyzing the call transcript, Clari Copilot assigns a numeric score to each question, highlights the relevant moments in the recording, and generates a summary of strengths and areas for improvement. Managers retain full control and can review, edit, and approve every score before reps see any feedback.Who: Available to users with access to Clari Copilot and Team Calls who manage or coach reps using call scorecards. Requires Advanced AI features to be enabled in Workspace settings.Where: Clari Copilot — Team Calls. Scorecard configuration is managed in Workspace settings under Scorecards.How: For help building or configuring scorecard templates, visit the Clari Support Community.Clari Copilot in Salesloft — Unified Conversation IntelligenceClari Copilot is now integrated directly into Salesloft, giving revenue teams access to one of the most capable conversation intelligence products in the market without leaving their Salesloft workflow. Users log in once and access Clari Copilot through their existing Salesloft navigation — no separate login, no context switching.Clari Copilot call data flows natively into the Salesloft platform. Recordings, transcripts, AI summaries, and action items captured in Clari Copilot appear across the Activity Feed, Deal Summary Agent, Meeting Prep and Follow-Up Plays, Research Agents, and Ask Salesloft — the same way Conversations data did, now powered by Clari Copilot's best in class intelligence layer.Clari Copilot brings capabilities that Conversations did not have, including AI Smart Chapters, Revenue Critical Moments, real-time live Battlecards on every call, active consent controls, voice fingerprinting, secure external call sharing, and a full enterprise admin command center with team adoption reporting and bulk admin actions.Who: Available to new Salesloft customers and new Clari Copilot implementations. Existing Salesloft Conversations customers will migrate in a subsequent phase. Requires an Advanced or higher Salesloft license tier.Where: Accessible from the top navigation under Activity once provisioned. Clari Copilot settings are available under Salesloft Settings → Copilot.How: Administrators provision users for Clari Copilot within Salesloft Settings. A unified Okta SSO setup is required for new implementations so users access both products with a single sign-on. Once provisioned, users do not need to log into Clari Copilot separately.Platform & GovernanceUpdated App Navigation and Button StylingYou'll notice a refreshed look across the Salesloft platform. The top navigation bar has been updated to a lighter color scheme, and buttons throughout the app now appear in a light mode style with blue accents. These are visual updates only — no functionality, settings, or workflows have changed.Who: All Salesloft users.Where: Across the Salesloft web app — top navigation bar and buttons throughout the platform.

See what's new in Salesloft as we will highlight our newest features and functionality!Anticipated Release Date: May 12, 2026 New features are releasing in the following product areas:AI, Data, & CRM Channels & Conversations Workflow, Rhythm, & CadencePlease Note: Additional documentation will be made available on the anticipated releases date. Stay tuned for more details.AI, Data, & CRMAgent TasksNew AI Data MetricsNew “Agent Tasks” metrics will be added to the existing reports to better show the value of generative AI and agent usage within Salesloft.Who: Available to all Salesloft users.   Where: AI data metrics can be found in the Account Report and Process Report. How: “Agent Task Completed” can be found in the Accounts tab under Prospecting results Analytics; a variety of “Agent Task” metrics are displayed in the Process tab under Team Productivity Analytics. To learn more, check out the Salesloft Metrics Glossary.Agent Tasks metrics on the Team Productivity Process Analytics PageAI Email AssistantThe AI Email Assistant integrates an AI-powered drafting tool into the email compose window. Draft and refine high-quality, personalized emails directly within existing workflows. Who: Available to all Salesloft users with the Generative AI feature enabled.  Where: Can be found as the "AI Email Assistant" button within all email compose windows in the Salesloft web app (one-off emails, Cadence steps, and Play email tasks).  How: Explore the feature by opening a new email composer and selecting the “Help me Write” AI Email Assistant icon. To learn more, check out the Generate an Email Draft with the AI Assistant and Refine Emails Using the AI Assistant articles.AI Email Assistant in the Email Compose WindowChannels & ConversationsCustom Key Moments AnalyticsKey Moments Analytics now allows users to filter Conversations Analytics using custom key moments. The update includes a filter to compare up to six moments,  a trend graph that visualizes "Total Mentions" rather than simple call counts, and an interactive legend for a decluttered view. In addition, this update provides full retroactive data back to each moment's original creation date. Who: Available to Salesloft users with access to Conversation Analytics. Custom Key Moments in analytics must already be created in Admin Conversations Settings inside the Key Moments tab. Where: Located under Analytics within Conversations Insights under the Key Moments tab.   How: From the Conversations Insights Analytics, go to the Key Moments tab. Use the Key Moments Filter to select their specific "Custom Trackers." The graph will immediately update to show the frequency of those mentions across the selected timeframe and team. See the Key Moments Analytics article to learn more.Key Moments Filter on the Conversation Insights Analytics PageCRM Sync for Conversations: AI Summary Write BackSalesloft automatically enriches CRM activity records by writing AI-generated summaries, attendee lists, and recording links directly into the record's comments. Who: Available to Salesloft users with the Generative AI feature enabled. Admins a team admin must set your Meeting and Call activty logging settings in the CRM Sync settings and that the Salesloft "Notes/Comments" field is mapped to the corresponding CRM activity field  Where: Conversation summaries, attendees, and recording links will populate in the CRM's mapped field, typically the "Comments" or "Description" fields.   How: Once a Conversation ends and Salesloft AI processes the recording, the system identifies the matching Task or Event in the CRM. It then updates that record's "Comments" field to include the AI Summary, participant list, recording link, and user notes. To learn more, check out the Conversation Summary article. AI Summary Included in a CRM Log Seller Out of Office AutomationAutomatically manages seller availability by detecting "Out of Office" events from connected calendars and rescheduling Cadence tasks to maintain momentum. Who: Available to users with Calendar Sync active and the Seller OOO Automation toggle enabled in their user profile. Where: This setting is managed within Admin Meeting Settings and then enabled by users from their respective Calendar Settings. When active, a yellow "OOO Enabled" status banner will be visible at the top of the platform.   How: A team admin may need to enable the Seller Out of Office Automation setting for your team from the Meetings Settings. Then, each user can enable the Seller Out Of Office Automation toggle in your user Calendar Settings, then set an OOO event on your external calendar. Seller Out of Office Automation Setting in the User Calendar SettingsSend Email to Multiple "To" ContactsAllows the addition of multiple recipients in the “To” field of emails within Salesloft. Users can search for existing records or create new ones for unrecognized addresses. Who: Available to all Salesloft users.  Where: Located within the Email Compose Window across the Salesloft web platform.  How: Open the email composer and type additional email addresses into the "To" field. See the Send Emails from Salesloft article for more informationSending an email to Multiple People in the “To” FieldUpdate Meeting Events for OutlookSingle Event Sync for Outlook ensures your calendar remains a single source of truth by automatically syncing updates to meeting details from Outlook to Salesloft. Who: Available to all Salesloft users with the Outlook Connect add-in and Calendar Sync enabled.  Where: Located within the Salesloft Connect side panel in Outlook and reflected on all Salesloft activity pages and reports.  How: Ensure the Lofting enabled toggle is active in the Salesloft Connect side panel and click Send after modifying an event. Learn more in the Book a Meeting in Outlook article. Updated Outlook Meeting Event as seen on the Person Profile Activity FeedWorkflow, Rhythm, & CadenceView-Only PlaysA page inside the Salesloft Settings that shows all of the Plays enabled for your role. Non-admins can click into a play to see the Signal, Filter logic, and Action settings in a disabled, "view-only" state.Who: Available to all Salesloft users.  Where: To view Plays, go to Settings and select Plays under Workflow.  How: In your Settings, go to Plays, and click into each play to see further details. To learn more, check out the View Plays in Salesloft article. View Plays Settings Page 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Anticipated Release Date: April 14, 2026New features are releasing in the following product areas:AI, Data, & CRM Channels & Conversations Platform & Governance Salesloft Connect Salesloft MCP ServerWhat: The Salesloft MCP server lets AI tools pull live data directly from Salesloft to provide answers based on your actual data, i.e. pipeline, calls, accounts...etc.  Who: Available to Salesloft Users with the Salesloft Agentic add-on. Where: Admins can enable the MCP Server for Salesloft Users. How: For more information on how to enable and set up the Salesloft MCP Server with Claude, check out our help article here. Salesloft Chrome Side Panel & Integrated Profile ViewWhat: The Salesloft Chrome Side Panel is now a fixed browser panel that stays open as you navigate tabs. This experience allows you to use various browsers and Salesloft tools simultaneously and eliminates the need to switch tabs. Who: Available to all Salesloft users who have the Salesloft Chrome extension installed. Where: Located within the Chrome browser's side panel, accessible by clicking the Salesloft "S" icon in your browser toolbar. Salesloft Dialer Bulk Assignment ToolWhat: Allows admins to assign phone numbers to multiple users at once using a single CSV upload. Who: Available to all Salesloft admins with the Dialer enabled Where: Admins can assign phone numbers in bulk from the Team Dialer settings. How: To learn more, check out the Manage Team Dialer Settings article. Log a Meeting on DemandWhat: Log a Meeting on Demand in Salesloft allows you to retroactively record details of past, unscheduled meetings. On-Demand meetings will contribute to Salesloft Analytics as a meeting synced. Who: Available to all Salesloft users. Where: Log a meeting from the Person Profile Quick Actions. Click the + button, then Log a Meeting. You can also log a meeting from within the Chrome extension. How: For more information on the Log a Meeting on Demand feature; check out our article here. Sales Strategist Integration with Knowledge LibraryWhat: Sales Strategist Agent Configuration page now contains a content section to ensure the Coaching Agent is focused on the most current and relevant information in your organization. Who: Available to Salesloft Users with the Coaching Agent Add-On Where: Admins can configure the Sales Strategist by going to Settings, Artificial Intelligence. How: For more information, check out our Sales Strategist Content Configuration article.  Salesloft Connect Account Record PagesWhat: Account and Opportunities data now included in the Salesloft Chrome Extension. Who: Available to Salesloft Connect Chrome users. Where: Account and Opportunity autopopulates in the Salesloft Connect Sidepanel. How: For more information, check out our Salesloft Connect article.

Release Date: March 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. Clari + Salesloft IntegrationEmpower your sellers to seamlessly use Clari and Salesloft together. Leverage insights and pipeline inspection from Clari and Copilot, and turn them into instant, tracked action in Salesloft. What’s New:Salesloft Side Panel: Access Clari and Salesloft side by side. AI Emails: Generate Salesloft emails with one click, optimized for sales roles. Task Creation: Spin up Salesloft tasks with one click, logged and ready to go. Smart Follow Up Emails: Send AI follow up emails from Copilot calls in one click. Learn how to use the integration with our Quick-Start Guide.  What’s New in ClariAccess the power of the Salesloft Extension Side Panel directly in Clari. Send AI Emails from ClariWhen viewing relationships in Clari from an Account or Opportunity, use the email icon next to any relationship listed to open the Salesloft Extension. Then, start drafting an email or use an AI template from Salesloft. AI templates leverage context from the selected relationship to start a cold email, new angle, or follow-up. Help Center: Emails from ClariCreate Salesloft TasksWhen inspecting your pipeline, spot risk and create tasks that will surface in Salesloft Rhythm. Click the task icon from the Opportunity list view (in the right panel or in Relationships) to populate the task with the Opportunity and/or Contact. Then save it directly to Salesloft without leaving Clari.What’s new in CopilotSend follow-up emails via SalesloftSend Salesloft-tracked follow-up emails in one click. Once your call summary is generated, click to populate it directly into a Salesloft email with a subject line and all call participants. Help Center: Copilot AI Follow up Email Create tasks from call action itemsCapture action items from recorded calls in one click. Once you see smart action items after a call, click the icon next to each action item to create a task in Salesloft. You can add additional notes or assign the task to someone on your team. Help Center: Copilot Task CreationAction Required: Customers using Zoom & Copilot Zoom has recently enforced stricter security and access requirements for third-party applications. To ensure uninterrupted recording of your Zoom meetings, all customers must sync their Zoom account under Integrations → Web Conferencing in Copilot.If this sync is not completed:The Copilot bot will no longer be able to join or record Zoom meetings. Meeting recordings and transcripts will not be generated.Updated Bot BehaviorAs part of Zoom’s updated requirements:The Copilot bot will now join the meeting when the meeting organizer joins. The bot will leave the meeting when the organizer leaves. Recording availability is therefore tied to the organizer’s presence in the meeting. More details will be shared soon.We strongly recommend completing the Zoom sync at the earliest to avoid any disruption to recording workflows.Update to zoom needed for copilot by April 1.  What’s new in SalesloftHere’s a preview of some features in the next Salesloft Release: Sales Strategist Agent EnhancementsThe Sales Strategist Agent enhancements allow admins to customize how the agent works through the Artificial Intelligence settings. From the Artificial Intelligence settings, admins can provide custom instructions to control how the Agent generates content and offers recommendations, with the flexibility to apply these rules to specific groups or the entire team. Additionally, admins can focus the Agent's analysis on up to 10 specific opportunity fields to ensure its insights are always based on the most important data points for their sellers. Enhanced Contact Creation & DeduplicationThis release introduces a Secondary Deduplication Logic toggle that helps admins prevent duplicate records. This new setting automatically matches contacts using names and phone numbers when an email address is missing.  Admin Settings - Zoom Auto RecordThis release allows admins to create a consistent initial experience for all team members by defining specific user defaults. This includes reordered columns on the Conversations Page to prioritize Auto Record data. This release also introduces a new notification banner on the navigation menu and adds Auto Record counts directly to Zoom cards, providing an at-a-glance visibility into your recording activity. Clips Sharing EnhancementsThis release introduces a more secure way to share call snippets by requiring a passcode for access. When creating a clip, you can set specific expiration dates to determine how long a recipient has access to a shared clip. When you click Share URL to copy a link to a clip, a mandatory passcode. Recipients must enter the passcode to access the shared clip. For external viewers, the shared link provides a secure player featuring meeting metadata and an AI-generated summary, while internal users are directed back to the full Conversations page.  March Analytics EnhancementsThis month’s Analytics enhancements streamline your data analysis by introducing more granular Sorting and Filtering options. On the Individual Coaching Page, you can now sort the list of users by Group or Role. In the Command Center, you can filter the Prospecting funnel by Cadence. What’s new in GrooveFlow History EnhancementsSee more details about changes made to your flows. History event log now shows when a person was manually removed from the flow  or when flow ownership is changed. When viewing flow history, click View Details to see more context about all changes to your flows. Help Center: Groove Flow History Tab

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Anticipated Release Date: March 10, 2026New features are releasing in the following product areas:AI, Data, & CRM Channels & Conversations Deals & Forecast AI, Data, & CRMAnalytics EnhancementsWhat: This month’s Analytics enhancements streamline your data analysis by introducing more granular Sorting and Filtering options. On the Individual Coaching Page, you can now sort the list of users by Group or Role. In the Command Center, you can filter the Prospecting funnel by Cadence.Who: Available to all Salesloft users.Where: The new Sort options can be found on the Individual Coaching Page. To access the Individual Coaching Page, hover over the Workspace tab, then select Coaching. From the Coaching page, click the Individual tab. New Sort options will appear at the top of the list. The new Filter options can be found in the Command Center. To access the Command Center, hover over the Analytics tab, then select Command Center. The new Filter option will appear in the Prospecting funnel section. How: To learn more about Coaching page filters and the Command Center Cadence filter, check out the Salesloft Coaching article and the Command Center Overview article, respectively.  Sales Strategist Agent EnhancementsWhat: The Sales Strategist Agent enhancements allow admins to customize how the agent works through the Artificial Intelligence settings. From the Artificial Intelligence settings, admins can provide custom instructions to control how the Agent generates content and offers recommendations, with the flexibility to apply these rules to specific groups or the entire team. Additionally, admins can focus the Agent's analysis on up to 10 specific opportunity fields to ensure its insights are always based on the most important data points for their sellers.Who: Available to all Salesloft usersWhere: Admins can add custom instructions, apply the rules to specific users, and select opportunity fields from the Artificial Intelligence settings. To access them, navigate to your settings, then select Artificial Intelligence under the Data category.How: To learn more, check out the Sales Strategist Agent Overview article and the Sales Strategist Configuration Page article. Zoom Auto Record - Admin DefaultsWhat: This release allows admins to create a consistent initial experience for all team members by defining specific user defaults. This includes reordered columns on the Conversations Page to prioritize Auto Record data. This release also introduces a new notification banner on the navigation menu and adds Auto Record counts directly to Zoom cards, providing at-a-glance visibility into your recording activity.Who: Available to all Salesloft usersWhere: These updates can be found on the Conversations Page. To access the Conversations Page, hover over the Activity tab, then select Conversations.How: To learn more, check out the Manage the Zoom API Integration article.  Clips Sharing ExperienceWhat: This release introduces a more secure way to share call snippets by requiring a passcode for access. When creating a clip, you can set specific expiration dates to determine how long a recipient has access to a shared clip. When you click Share URL to copy a link to a clip, a mandatory passcode. Recipients must enter the passcode to access the shared clip. For external viewers, the shared link provides a secure player featuring meeting metadata and an AI-generated summary, while internal users are directed back to the full Conversations page. Who: Available to all Salesloft usersWhere: Clips can be shared from the Clip Details Page. To share a clip, hover over the Activity tab, then select Conversations. From the Conversations Page, click the Your Clips tab. Select the title of the clip you want to share. This will open its Details Page. Beneath the video/audio player, click the Share dropdown, then click Share URL. How: To learn more, check out the Create and Share Clips in Conversations article.  Enhanced Contact Creation & DeduplicationWhat: This release introduces a Secondary Deduplication Logic toggle that helps admins prevent duplicate records. This new setting automatically matches contacts using names and phone numbers when an email address is missing. Who: Available to all Salesloft users What’s New in Clari and CopilotHere’s a preview of some features in the next Clari and Copilot Releases:Send AI Emails from ClariWhen viewing relationships in Clari from an Account or Opportunity, use the email icon next to any relationship listed to open the Salesloft Extension. Then, start drafting an email or use an AI template from Salesloft. AI templates leverage context from the selected relationship to start a cold email, new angle, or follow-up. Help Center: Emails from Clari Create Salesloft TasksWhen inspecting your pipeline, spot risk and create tasks that will surface in Salesloft Rhythm. Click the task icon from the Opportunity list view (in the right panel or in Relationships) to populate the task with the Opportunity and/or Contact. Then save it directly to Salesloft without leaving Clari. Send follow-up emails via SalesloftSend Salesloft-tracked follow-up emails in one click. Once your call summary is generated, click to populate it directly into a Salesloft email with a subject line and all call participants. Help Center: Copilot AI Follow up Email

See what's new in Salesloft! In this article, we will highlight upcoming Salesloft features and functionality.Anticipated Release Date: Feb 10, 2026.Please note: Features will start rolling out on the release date, but may not be available to all users until the end of the month.Clari and Salesloft have recently merged!Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Workflow, Rhythm, & Cadence Channels & Conversations Platform & Governance Drift What’s new in Clari Workflow, Rhythm, & CadenceTask EnhancementsWhen rescheduling Tasks in Rhythm, Rhythm will use business days (Mon - Fri) as the default option. Additionally, Admins will now have more options to choose from when scheduling Task due dates.Who: Task enhancements are available for all Salesloft users.Where: Business day logic applies to rescheduling tasks in Rhythm and can also be found in the Play builder.When: This feature will gradually roll out to users over the coming week.How: Check out our Tasks in Salesloft and Create a Play help docs to learn more. Open & Click Tracking Enhancements for OutlookOpen & Click Tracking Enhancements for Outlook introduces per email Open & Click Tracking while also enhancing the accuracy and reliability of email open and click tracking functionality within the Outlook integration.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature is generally available.How: For more information on Open & Click Tracking, check out the following articles:Send Emails from Outlook - Windows and Mac Send Emails from Outlook - Office 365  Outlook Add-In EnhancementsThe Salesloft Connect side panel can be pinned while composing an email in Outlook.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature is generally available.How: Open the Salesloft Connect Side Panel while composing an email in Outlook and click the Pin button in the top right of the side panel to pin the side panel.  Channels & ConversationsConversations - Sharing Page EnhancementsSharing Page Enhancements includes an enhanced recording link sharing experience including an updated Public Sharing Page. The Public Sharing Page refers to the landing page a non Salesloft user is directed to when they open a recording link. With this release, non-Salesloft users will be required to enter a password to view a recording. The Public Sharing Page will now include an AI summary of the conversation, an enhanced Meeting Info panel, and a full transcript sidebar that allows users to jump directly to specific keywords or topics.Who: Available to all Salesloft users with Conversations enabled.Where: Located on the Public Sharing Page generated when a user shares a recording link from the Conversations Page or the Recording Details pageWhen: This feature is generally available.How: Explore the feature by generating a sharing link for any recording. Salesloft will automatically provide the required passcode to share with your recipient. To learn more, check out the Share a Recording article. MS Teams Management EnhancementsSalesloft admins can now access a centralized Manage Users table after bulk configuring the Microsoft Teams API Integration. This table provides full visibility into integration connection statuses, allowing admins to easily manage their team’s access to the API Integration or the Bot Integration.This release also includes new bulk management tools that allow admins to manage Microsoft Teams API access for multiple users at once. Admins can now check the box beside relevant team members on the Manage Users table, then use the Bulk Actions dropdown to perform specific actions.In addition, new Status and Group filtering options are available on the Manage Users table. Admins can use these filters to identify users with disconnected integrations and resolve recording issues faster.Who: Available to Salesloft admins who bulk configured the Microsoft Teams API Integration. To configure the Microsoft Teams API Integration in bulk, Salesloft admins must hold Microsoft Teams admin privileges and have the "Manage Conversations" permission enabled in Salesloft.Where: Located within the admin Conversations Settings.When: This feature will gradually roll out to users over the coming week.How: Check out the Manage the Microsoft Teams API Integration article to learn more.Platform & GovernanceIn-App Notification EnhancementsIntroduces an In-App notification center that alerts users to critical platform health issues such as a failed CRM sync or calendar disconnectionWho: Available to all Salesloft users.Where: In-App Notification Enhancements are located in Notification settings.When: This feature will gradually roll out to users over the coming week.How: Check out the Platform Notifications article to learn more. DriftChatbot Settings EnhancementsDrift Inbox settings, Communication settings, Rep Availability, Limits and Inactivity, and Routing settings and now consolidated under the single "Chatbot" setting.Who: Available to all Drift Admins.Where: Chatbot Settings Enhancements can be found in Drift Settings under Chatbot.When: This feature is generally available.How: Check out the Drift - Manage Chatbot Settings article to learn more.Chatbot Guardrail CustomizationDrift's Bionic Chatbot Guardrail descriptions and sensitivity threshold are now customizable.Who: Chatbot Guardrail Customization is available to all Drift users with Admin and Marketing permissions.Where: Chatbot Guardrail Customization is located in the Guardrails Library section of Playbooks.When: This feature is generally available.How: Navigate to Playbooks, then select Guardrails and select the edit icon. Check out the Manage your Conversational Guardrails article to learn more.What’s new in ClariHere is a preview of some of the features available in the latest Clari release:Clari: Improved Search - Search displays results faster and shows more details like deal stage and account owner when searching deals. Groove: Any Step Automated Actions - This feature eliminates the manual work of updating Salesforce fields or creating tasks after a specific number of emails or calls.

Release Date: February 10, 2026 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari?Improved Search: We’ve improved search to include faster search results and more details like deal stage and account owner when searching deals. You’ll be able to search across everything Clari and select search facets like Accounts, Views, or Calls to quickly filter your results. Learn More What’s New in Groove? Any Step Automated Actions: This feature eliminates the manual work of updating Salesforce fields or creating tasks after a specific number of emails or calls. It ensures that no lead goes cold simply because a follow-up task was forgotten after a specific outreach step. Admins:  You can setup new rules in automated actions to take advantage of this trigger. For example: Always move lead to Nurture after 3rd call attempt. Learn More  What’s New in SalesloftHere’s a preview of some features in the next Salesloft Release:In-app Notification Enhancements: A new, centralized in-app alert system designed to proactively notify users of critical system health issues.  Task Enhancements: Introduces "Business days only" logic for tasks created or rescheduled through Plays. Outlook Enhancements: introduces pinned side panels, per-email tracking toggles, and direct compliance controls for Outlook.

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.Clari and Salesloft have recently merged!Last month, Clari and Salesloft completed their merger (read more here!). Are you a Clari user or curious to learn what is being released? Check out the Clari release notes. And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months.New features are releasing in the following product areas:Prospecting AI, Data, & CRM Channels & Conversations DriftProspectingAI Generated Call ScriptsLeverage generative AI inside your Cadence call steps to draft the initial call script with up-to-date buyer context. Reps can efficiently prepare for their calls with minimal manual effort.Who: AI Generated Call Scripts are available to all Salesloft users. An admin must first enable the "AI dynamic call" step type in team settings.Where: Located within the Cadence Builder when adding or editing a phone step.When: This feature will gradually roll out to users over the coming week.How: While adding a phone step to a Cadence, select AI Dynamic Call and fill out the prompt instructions. Check out the Add a Phone Step article to learn more.AI Cadences - Cadence purpose & step instructionsA new button (magic wand icon) located in the AI Cadence Settings screen that allows the user to generate prompts without requiring users to be prompt engineers.Who: Available to all Salesloft users who have AI features enabled.Where: Located in the AI section of Cadence Settings, Cadence Purpose field.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Artificial Intelligence section of Cadence Settings.  Enter your prompt, and click the Help me write pencil icon. Check out the Create a Cadence article to learn more.AI, Data, & CRMShared Saved Views in AnalyticsShared Save Views allows users to create custom, filtered report views that can be shared organization-wide, eliminating the need for manual parameter sharing or static data exports.Who: Shared Saved Views are available to all Salesloft users.Where: Shared Saved Views are located within Salesloft Analytics reports.When: This feature will gradually roll out to users over the coming week.How: Explore Shared Saved Views by opening a report, applying your desired filters, and selecting Save as a new view. From there, you can toggle the privacy setting to "Shared" to make it visible to your entire team. Check out the Saved Views in Salesloft article for more information.Channels & ConversationsConversation EnhancementsNew filters on the User Management table that allow admins to filter by Zoom Connection Status and by Group. This table is available in the admin Conversations settings when an admin configures the Zoom API Integration for their team in bulk. Admins can filter the table to find specific users and perform actions in bulk, such as enabling/disabling Zoom settings.Who: Available to Salesloft admins who enabled the Zoom API Integration for their team in bulk.Where: Located in the admin Conversations settings.When: This feature will gradually roll out to users over the coming week.How: Navigate to the admin Conversations settings by clicking Settings>Communication>Conversations. Scroll down to the Zoom admin panel. Check out the Manage Zoom API Integration article to learn more.Book Meeting from OutlookAllows users to book and Loft meetings from the Salesloft Connect add-on in Outlook.Who: Available to Salesloft users who have the Salesloft Connect add-on in Outlook.Where: Book Meeting from Outlook is located in the Salesloft Connect sidebar in Outlook.When: This feature will gradually roll out to users over the coming week.How: Navigate to Outlook, then compose a new email. Open the Salesloft Connect sidebar, then click the book a meeting icon to schedule a meeting. You will also see the Loft It button. Check out the Book a Meeting in Outlook article to learn more.Sync Recurring MeetingsA Recurrence dropdown in the meeting scheduler that allows you to book recurring meetings in Salesloft. With this release, all instances of a recurring meeting series, including those created in Salesloft or in a user's connected Google or Microsoft calendar, will now sync to Salesloft. Recurring meetings are labeled in the Activity Feed.Who: Recurring Meeting is available to all Salesloft users.Where: Located in Salesloft's meeting scheduler.When: This feature will gradually roll out to users over the coming week.How: Navigate to a Person's Profile Page, then click the book meeting icon. Use the meeting scheduler panel to access the recurrence dropdown. Check out the Book a Meeting Through Salesloft article to learn more.Custom Key MomentsCustom Key Moments allows Salesloft admins to create smart trackers that can analyze calls by topic as opposed to key words.Who: Custom Key Moments are configured by Salesloft admins and available to Salesloft users once configured.Where: Custom Key Moment configuration is located in the Key Moments settings. Once created, Custom Key Moments are found within the Conversations platform.When: This feature will gradually roll out to users over the coming week.How: Check out the Manage Key Moments article for more information.DriftEnhanced Chatbot SettingsDrift Settings, including Bot, Drift Widget, and Conversation settings are now consolidated under a single Chatbot setting.Who: Available to all Drift admins.Where: Enhanced Chatbot Settings can be found in Drift Settings under Chatbot.When: This feature is generally available.How: Check out the Drift - Manage Chatbot Settings article to learn more. Bionic Chatbot Playbook TemplatesEngage All and Pricing Playbook templates are now available in the Playbook Marketplace for Drift Users with Bionic Chatbots.Who: Available to Drift Admins with Bionic Chatbots enabled.Where: Bionic Chatbot Playbook Templates are located in the Playbook Marketplace.When: This feature is generally available.How: Navigate to Playbooks, and select the new Bionic Chatbot templates in the Playbook Marketplace. Check out the Playbook Marketplace article to learn more.Chatbot Guardrail CustomizationDrift Admins can manage and customize AI chatbot guardrails, ensuring all automated conversations are on-brand, accurate, and aligned with their company's voice.Who: Drift Admins with Bionic Chatbots enabled.Where: Located in the Guardrails Library section of Playbooks.When: This feature is generally available.How: Navigate to Playbooks, then select Guardrails. Check out the Manage your Conversational Guardrails article to learn more. 

Release Date: January 13, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Automated Actions: Transfer to New User by Custom Lookup FieldAutomated Actions in Master Flows now support reassignment based on any Salesforce user lookup field, enabling automated transfers of Flow participants when custom user fields change (e.g., territory manager, account executive). Learn more. Enhanced Flow People ExportExporting people from a Flow now respects your step filters and has a default “Select All” scope. No more exporting page-by-page. Whether filtering by step, “My People Only,” or exporting entire lists, Groove delivers complete .CSV exports quickly, with direct downloads for smaller sets and email delivery for larger ones. Learn more. Clari and Salesloft have recently merged!Last month, Clari and Salesloft completed their merger (read more here!). Are you a Salesloft user or curious to learn what is being released? Keep an eye out for the Salesloft release notes next week.  And stay tuned for early integrations and developments bringing the best of both platforms together in the coming months. Here’s a preview of some features in the next Salesloft Release: Dynamic cadences: Cadence Purpose, Step InstructionsAllows managers to guide AI content generation by setting a "Cadence Purpose" and specific "Step Instructions," resulting in strategically-aligned email drafts that sales reps can use with minimal tweaks. AI-Generated Call Scripts for CadenceAI-generated script for Cadence phone steps that synthesizes the cadence purpose and step instructions to create personalized, structured call scripts, which saves rep prep time and improves conversation quality. Send meetings from OutlookSellers who use Outlook can now book Salesloft-tracked meetings directly from their inbox, increasing efficiency and improving data accuracy by allowing them to associate the meeting with specific Salesloft objects and custom CRM fields.  Recurring meetingsThis feature ensures activity data is always in sync with your CRM and calendar by accurately tracking and managing all occurrences of recurring meetings directly within Salesloft, allowing users to create and view them from the platform. Shared ViewsUsers can now create and share custom, filtered views with their teammates to standardize data consumption across the organization and eliminate manual workarounds.

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.New features are releasing in the following product areas:Prospecting Workflow, Rhythm, & Cadence AI, Data, & CRM Channels & Conversations Platform & GovernanceProspectingDynamic Cadences: AI-generated Step InstructionsA new button (pencil icon) is located in the AI Dynamic Email step and Cadence Purpose configuration screen that allows the user to generate prompts.Who: Available to all Salesloft users who have AI features enabled.Where: Located in the AI Dynamic Email Step, and Create Cadence, Cadence Purpose field.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Cadence Purpose section/AI Dynamic Email Step. Enter your prompt, and click the Help me write pencil icon. Your prompt must be at least fifteen characters long to be able to click the pencil icon. Check out the Create a Cadence and the Create a Cadence Email Step Using AI article to learn more.Compose an AI dynamic email stepSignal Enhanced Research BriefsThe Signal-Enhanced Research Briefs improves seller preparation by surfacing a prospect's most recent engagement and Salesloft signals. This feature embeds a narrative Signal Summary panel and a scannable Recent Signals panel on the Account and Person Research Briefs.Who: Available to all Salesloft users who have the Account Agent add-on.Where: Located on the Person Profile and Account Profile Pages under the respective Person and the Account Research tabs.When: This feature will gradually roll out to users over the coming week.How: Navigate to a Person Profile or Account Profile Page, then select the Research tab. The Signals Summary and Recent Signals panels can be found under the Person and Account tabs. To learn more, check out the AI Person Research Agent article and the Understanding Account Research Agent in Salesloft article.Account Activity SummaryWorkflow, Rhythm, & CadenceStreamlined Activity LoggingStreamlined Activity Logging introduces unified Quick Actions for logging calls, meetings, and notes across the Salesloft platform, Outlook Connect, and the Satellite Chrome Extension applications. Who: Available to all Salesloft users.Where: Located in the new Quick Actions menu within the Person Profile panel in the Salesloft platform, Outlook Connect side panel, and the Salesloft Connect Chrome Extension side panel.When: This feature is generally available.How: Look for the new dedicated Quick Action buttons in your side panels and in the Salesloft platform. Click a button to open a dedicated modal for quick, accurate logging of activity details. To learn more, check out the following articles: Log a Call and Log a Note.Log a Note from a Person Profile pageGlobal Quick Actions - Activity LoggingThe Salesloft search bar contains new quick actions, allowing you to log a note or log a call from anywhere within the Salesloft platform.Who: Available to all Salesloft users.Where: Located within the Global Navigation bar.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Salesloft Search and Navigation article.The Navigation Bar showing quick actionsOutlook Connect Enhancements: Person EditsOutlook Connect Enhancements: Person Edits adds the ability to manage person compliance statuses, such as Do not contact or Mark as EU resident directly within the Salesloft Connect side panel within Outlook.Who: Available to all Salesloft users utilizing Salesloft Connect within Outlook.Where: Located in the Salesloft Connect side panel within Outlook.When: This feature will gradually roll out to users over the coming week.How: Navigate to a person within Outlook and open the Salesloft Connect side panel to access these actions. To learn more, check out the following articles: Mark EU Resident  Mark Person as Do Not Contact  Delete Salesloft Records and Contacts Out of Office Detection Salesloft Connect for Outlook - Office 365 Online Salesloft Connect for Outlook - Windows and MacMark as Out of Office from the Salesloft Connect side panel in OutlookAI, Data, & CRMCustom Object Inbound Sync ConfigurationCustom Object Inbound Sync Configuration adds CRM Custom Objects in the Inbound Sync Frequency settings.Who: Available to all Salesloft users who use a CRM.Where: Located in the Sync Management tab of the CRM Sync data settings screen.When: This feature will gradually roll out to users over the coming week.How: Navigate to Settings, Data, CRM sync, Sync management, and click the edit button under Inbound sync frequency to set Custom Object times. Check out the Manage CRM Sync article to learn more.Inbound Sync Frequency settingAnalytics in Ask SalesloftAsk Salesloft now redirects questions about analytics to the appropriate analytics report so users can ask where they can find specific reports or data.Who: Available to all Salesloft users using Ask Salesloft.Where: Can be found when asking analytics questions in Ask Salesloft.When: This feature is generally available.How: Check out the Ask Salesloft: Your AI-Powered Sales Assistant article to learn more. Ask Salesloft answering an analytics questionEnhancements to Sales Strategist InsightsEnhancements to Sales Strategist Insights introduces feedback mechanisms to the AI-generated insights, to drive continuous improvement in the quality. This feature allows users to rate content with a simple thumbs up or down, directly enhancing the model's accuracy for future outputs, and includes the ability to easily copy insights for use in other tools.Who: This feature is available to all teams that have the Sales Strategist feature enabled.Where: Can be found on the Insights pages within Sales Strategist, where the AI-generated coaching recommendations are displayed.When: This feature is generally available.How: Use the thumbs up or thumbs down icons by section to rate the insight. To share outside of Salesloft, simply click the Copy icon to get a plain text version of the insight. To learn more about this feature, check out the Sales Strategist Agent for Reps and Sellers article.The Coaching Insights page showing the thumbs up and thumbs down iconsChannels & ConversationsConversation Activity ImprovementsConversation Activity Improvements introduces an updated Conversations Activity log in the Salesloft activity feed that offers one-click sharing and a compact mini-player along with the summary information.Who: Available to all Salesloft users.Where: Can be found in the Salesloft Activity Feed on the Person, Account, and Home pages, where Conversation entries are displayed.When: This feature will gradually roll out to users over the coming week.How: Explore the feature by completing a sales meeting (call or video conference) and then navigating to your activity feed to see the new expanded Conversation card.To learn more, check out the Account Profile Activity Feed article.Conversations Activity page showing the Mini Player and other enhancementsConversations Stage Insights AnalyticsStage Insights deliver a new Analytics dashboard that shows how specific conversation metrics correlate with deal stage progression. This enables actionable coaching by easily identifying coaching gaps and prioritizing topics by linking conversation activities (e.g., Talk Ratio) directly to specific deal stages.Who: Available to all Salesloft users with existing Analytics permissions.Where: The dashboard is now titled and located under the “Stage Insights” tab in the Analytics section.When: This feature is generally available.How: Navigate to the “Stage Insights” tab under Analytics. Explore the feature by clicking on a specific deal stage bar to filter the entire dashboard to conversations in that stage. Check out the Stage Insight Analytics article to learn more.Conversations Stage Insights Analytics pageEnhanced Recording Permission ManagementEnhanced Recording Permission Management streamlines administrative controls for Conversation Intelligence, enabling admins to set an organizational default for new users and manage existing user permissions in bulk.Who: Available to all Salesloft Admins.Where: Can be found on the Conversations Admin Settings page, specifically the Permissions section.When: This feature will gradually roll out to users over the coming week.How: Navigate to the Conversation Settings page to set the 'Default Recording Permission for New Users'. Use the new 'Filter by Status' and 'Bulk Enable' button on the Permissions user list to efficiently manage existing users. Check out the Manage Conversations Permission Settings article to learn more.Enhanced Recording Permission Settings Trackers Admin ImprovementsThis feature introduces a modern tracker management interface with intuitive multi-language filtering, comprehensive full-text search, and efficient term editing.Who: Available to all Salesloft Admins responsible for the setup and maintenance of the Conversations Tracker library.Where: Can be found on the Trackers page within the Conversation Intelligence settings.When: This feature is generally available.How: Navigate to the Trackers page. Explore the new Multi-Select Language Filter and use the improved search bar to query keywords across both group names and individual tracker terms. Check out the Manage Tracker Settings article to learn more.Conversations Trackers page showing the Multi-Select Language FilterSMS Message DeletionThe SMS Message Deletion feature allows you to "soft delete" messages from your personal view of a conversation thread, helping you keep your interface clean without compromising vital communication history for compliance.Who: This feature is available to all Salesloft  users who have a Salesloft texting plan enabled.Where: Messages can be deleted from the Messenger panel inside Salesloft.When: This feature is generally available.How: Navigate to an SMS thread, hover over the message you wish to remove, and click the delete option. Confirm the action in the dialog box, which clarifies the message will be removed from your view but retained in the system. To learn more, check out the Delete a Message in Salesloft article.Messenger showing a deleted SMS messagePlatform & GovernanceLive Feed Redesign & New FiltersThe Enhanced Live Feed Experience provides a cleaner, more organized, and filterable view of your recent activities, so you can quickly identify and act on the most relevant engagement.Who: Available to all Salesloft users.Where: Located in the Live Feed panel within the Salesloft platform.When: This feature will gradually roll out to users over the coming week.How: Access the Live Feed panel and explore the new multi-select filters and activity grouping. Your applied filters and sorting will now persist when you navigate away and return to the feed. Check out the Live Feed article to learn more.Updated Live FeedEnhanced Group Management via CSV fileThis update provides Admins with a simple way to identify inactive users, delete obsolete groups, and reassign groups, so teams can make informed decisions based on usage data.Who: Available to Salesloft Admins, specifically those with the manage team permission.Where: Can be found on the Users page and the Groups page within the Salesloft platform settings.When: This feature is generally available.How: Navigate to the Users page and use the new "Last Login Date" filter to identify inactive users. On the Groups page, you can now delete obsolete groups, and when creating a new group, use the "Create & Reassign group" button to bulk reassign users. Check out the Manage Groups and Hierarchy article to learn more.Groups Setting showing bulk delete 

Release Date: December 3, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Groove? Select Salesforce Object Type for Reference Picklist Fields in Groove ViewsChoose the Salesforce object type (e.g., User or Group) when editing reference picklist fields from Salesforce in Groove Views in Omnibar, streamlining edits and lookups. Learn more. Bulk Update/Manage ActionsBulk edit and manage actions to make large-scale updates quickly without losing your momentum. Learn more.  Pre-personalization on Flow ImportDuring Flow imports, apply personalization across contacts or leads in advance, enabling tailored outreach at scale and bypassing A/B test variants for those personalized entries. Learn more.Admins: If you have access to edit flows, personalization will be off by default, but it can be turned on for specific flows as-needed.  Phone Number Changes GuardrailTo prevent unintended updates when users edit phone numbers in the Dialer, Groove will prompt users after a call if a number was changed, allowing them to either confirm the update to Salesforce, or keep the original. Learn more. 

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality. New features are releasing in the following product areas:Prospecting​​​​​​​ AI, Data, & CRM Workflow, Rhythm, & Cadence Channels & Conversations DriftProspecting​​​​​​​Ask Salesloft Integration with AI Knowledge LibraryThe Ask Salesloft Integration with AI Knowledge Library allows Ask Salesloft to intelligently query your uploaded internal documents, playbooks, and battle cards, making Ask Salesloft an expert on your business by sourcing immediate, on-brand answers.Who: Available to all users, but requires Admins to upload and manage content in the AI Knowledge Library.Where: The functionality is embedded within the Ask Salesloft interface.When: This feature is generally available.How: To learn more, check out the Use Internal Documents to Get Answers with Ask Salesloft article. AI Knowledge Library Content in CadencesAI Knowledge Library Content in Cadences allows you to attach relevant documents to your Cadences, which the AI then uses as its primary source of truth to create strategically sound, high-quality content.Who: Available to all Salesloft users leveraging Cadences and the AI Knowledge Library.Where: The new configuration section is located within the settings of an individual Cadence, under the Artificial Intelligence section.When: This feature will gradually roll out to users over the coming week.How: To leverage AI Knowledge Library content in your cadences, a Cadence owner will add up to 10 relevant documents to the AI knowledge library files section found in the Cadence settings. To learn more, check out the Create a Cadence article.AI Knowledge Library Files dropdown on the Cadence Settings pageAI Knowledge Library EnhancementsThis update to the AI Knowledge Library allows admins to better organize and update company-specific knowledge with improvements such as bulk document uploads, support for additional file types (like PowerPoint .pptx), and essential governance controls.Who: Available to all Salesloft users who leverage the AI Knowledge Library. The updates can be configured by Salesloft Admins.Where: All new functionality is located within the AI Knowledge Library section of Salesloft Settings.When: This feature will gradually roll out to users over the coming week.How: Navigate to the AI Knowledge Library settings page to upload multiple documents simultaneously, replace old files with the new Content Update option, and use Preview and Download to verify content. To learn about these new actions, check out the Manage the AI Knowledge Library article.The AI Knowledge Library pageEnhancements to AI-generated Cadence ContentEnhancements to AI-generated Cadence Content introduce required fields for Cadence Purpose and Step Instructions to guide your Cadence AI, which helps generate superior first drafts aligned with the target audience, sales goal, and specific step objective.Who: Available to all Salesloft users.Where: Cadence Purpose is a new field in the Cadence creation and settings window. Step Instructions is a new required field when adding an AI dynamic email step.When: This feature will gradually roll out to users over the coming week.How: When creating a new Cadence, fill out the required "Cadence Purpose" field. When adding an 'AI dynamic email' step, provide detailed "Step Instructions".Dynamic Email creation showing the Instructions fieldGen AI LinkedIn InMail Cadence StepsThis feature generates personalized, strategically-aligned LinkedIn InMail drafts based on your specific Cadence goals and step-by-step instructions using the new AI Dynamic InMail step.Who: Available to all Salesloft users leveraging LinkedIn Sales Navigator.Where: The new option is available when creating a LinkedIn - Send InMail step within a Cadence. The draft is generated and refined within the step execution window.When: This feature is available and will be rolling out to users over the next few weeks.How: To learn more, check out the LinkedIn Sales Navigator article.Linkedin InMail Cadence step creationRecommended Leads in Add to a Cadence Play ActionsThe AI-powered Recommended Leads section, visible during the execution of an Add to Cadence Play task, surfaces high-intent, right-fit contacts for immediate cadence enrollment.Who: Available to Salesloft users with a valid and active integration with ZoomInfo.Where: The new Recommended Leads section is located in the UI when executing an Add to Cadence task from a Play.When: This feature will gradually roll out to users over the coming week.How: To use this feature, execute an Add to Cadence Play task. Review the new Recommended Leads section that appears alongside existing contacts.Select new, un-imported contacts from the recommended list (sourced from ZoomInfo).Complete the task; the system will automatically create the new Salesloft Person records and add them to the Cadence in the background.Learn more in the Execute an Add to Cadence Task from a Play article.Add Recommended Leads to a Cadence AI, Data, & CRMSales Strategist AgentThe Sales Strategist Agent drives continuous performance improvement and closes more deals by replacing manual analysis with automated, AI-driven coaching plans.Who: This feature is available to teams that have purchased the Coaching Agent add-on.Where: Weekly AI-Generated Summaries are delivered via email and housed in a new dedicated Insights page within Coaching in Salesloft.When: The latest release is available. Contact your account team to initiate the enablement process.How: To learn more, check out the Sales Strategist Agent Overview article.Seller view of the Sales Strategist Agent Gen AI Email ProcessingGen AI Email Processing moves all email processing from classic machine learning (ML) models to a more accurate Generative AI (LLM)-based system. This update improves detection of key email insights, including out-of-office (OOO) status, email sentiment, and job seniority derived from email signatures.Who: Available to all Salesloft users who have Generative AI enabled.Where: Gen AI email processing applies to all emails captured in Salesloft and feeds insights into reporting, Cadences, and analytics where OOO status, sentiment, and job seniority are used.When: This feature is generally available.How: To learn more, check out the following articles: Out Of Office (OOO) Detection, Update Job Seniority, Email Sentiments Overview, and Manage Generative Artificial Intelligence. Analytics EnhancementsAnalytics Enhancements include the following updates across Salesloft Coaching and Analytics:  A new Delivered Emails tab on the Individual Coaching Emails Summary Two new tabs (Calls Logged and Calls Dialed) on the Individual Coaching Calls Summary Key pipeline metrics have been added to Coaching  The ability to select or deselect all report columns The ability to restore report columns to default Two metrics within Analytics, Coaching, and Command Center have updated names: “People Added” is now “Enrolled” “First Step Completed” is now “Activated” The following key metrics are now available in Individual Coaching Analytics: Win rate Average deal size  Average opportunity value People contacted  Opportunity conversion rate  Meeting conversion rate  Average sales cycle  Weighted pipeline  New pipeline added  Closed won  Deals won  Who: Available to Salesloft users who have access to Analytics, Coaching, and, for pipeline metrics, Deals enabled.Where: Updates can be found by accessing a user's Coaching Summary. Report column management improvements are available on any report table with editable columns.When: This feature is generally available.How: To access the updates, go to Workspace > Coaching > Individual tab, select a user, and click the Emails or Calls tab. Users can also select a default metric in each drop-down, which will be saved for that user's specific page view. To learn more, check out the Salesloft Coaching article and the Salesloft Metrics Glossary.Analytics Enhancements on the Prospecting Results pageImproved User Logging for Meetings Syncing as Events in SalesforceWhen booking a meeting through Salesloft, this backend enhancement now checks meeting attendees against the Salesforce User list and will log internal attendees as Salesforce Users even if they don't have a Salesloft license.Who: The feature is available to all Salesloft users integrated with SFDC.Where: This is a backend enhancement for users who Book Meetings with Salesloft.When: This feature is generally available.How: To learn more, check out the Book Meetings Through Salesloft article. Account Type Filter for Account ScreenUsers navigating to the Accounts page can now select Account Type from the "Add Filter" menu.Who: The feature is available to all Salesloft users.Where: Can be found on the Account Filter of the Account page.When: This feature is generally available.How: For more information on Salesloft Filters, check out the Complete List of Salesloft Filters article.  Workflow, Rhythm, & CadencePerson & Account Information Panel UpdatesModernizes the Person and Account information detail panel with a new design that unifies critical information with prominent quick action buttons, creating a central command center for interacting with people and managing accounts.Who: The feature is available to all Salesloft users.Where: Can be found on the Person and Account Profile pages in the primary information panel, which can be found in the upper left corner of the page.When: This feature is available and will be rolling out to users over the next few weeks.How: Explore the feature by navigating to any Person or Account Profile page. To learn more, check out the following articles: Person Information Panel Account Information PanelPerson Information PanelChannels & ConversationsKey MomentsKey Moments automatically surfaces AI-generated, strategic, methodology-driven insights from all your recordings, plus corresponding Analytics to help revenue teams instantly understand call substance and deal health.Who: Available to all Salesloft users with recording capabilities.Where: Top Key Moments can be found on the Conversation Detail "Recap" tab, below the recording summary. All new, detailed moments and the new analytics are located on the "Key Moments" tab.When: This feature will gradually roll out to users over the coming week.How: Explore the feature by navigating to any processed call recording after the launch date. On the Recap tab: Review the new "Top Key Moments" section for a quick, strategic glimpse of the call. On the Key Moments tab: Dive into all extracted moments and see the exact quotes (Sources) that generated the insights. To learn more, check out the Identify Key Moments article. The Recap tab showing Top Key Moments Expiration Link Improvements for Conversations SharingThis release allows users to set an expiration date for recording URLs, giving teams more control over how long shared recordings remain accessible. Admins can also configure default expiration settings for their team.Who: Available to all Salesloft users with access to Conversations.Where: Expiration settings can be managed from Settings > Conversations > General Settings > Share Recordings Settings. Recording URLs can be shared from the Conversation Details Page under the Recordings tab.When: This feature is generally available.How: For more information, check out the following articles: Share a Recording URL and Manage Conversations.Share Recording SettingsConversations - Bulk Authentication for TeamsBulk Authentication allows Salesloft admins to connect the Microsoft Teams API Integration for their entire team at once. This streamlines meeting capture and improves visibility into customer interactions.Who: Available to Salesloft admins with Manage Conversations permission and who are also Microsoft Teams admins.Where: Located in Settings > Conversations > Video Conferencing Integrations > Microsoft Teams Admin Box.When: This feature will gradually roll out to users over the coming week.How: For more information on Bulk Authentication, check out the Bulk Configure the Microsoft Teams API Integration article and the Manage Conversations article.Bulk Authentication settings for TeamsMulti-Select for Conversations Bulk Group Management PageMulti-Select for Conversations Bulk Group Management Page allows Salesloft admins to control their team’s access to the Microsoft Teams API Integration after it has been bulk configured.Who: Available to Salesloft admins with Manage Conversations permission and Microsoft Teams admin access.Where: Located in Settings > Conversations > Video Conferencing Integrations > Microsoft Teams Admin Box. Once the Microsoft Teams API Integration is bulk configured, the User Management table will appear where you can perform bulk actions.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Bulk Configure the Microsoft Teams API Integration article.Microsoft Teams Settings showing multi-selectionMeeting Prep EnhancementsMeeting Prep Enhancements let you pin meeting activities in the Person Activity feed for quick reference. Internal prep notes are also automatically synced to your CRM (Salesforce or Dynamics) as an activity.Who: Available to all Salesloft users.Where: Meetings can be pinned on the Person Profile Activity Feed.When: This feature will gradually roll out to users over the coming week.How: To pin a meeting, go to the Person Profile Page > Activity tab, hover over a meeting, and click Pin. To learn more, check out the View the Person Profile Activity Feed article and the Prepare for Meeting Play article.Pin Meeting activity on a Person pageMandatory Trusthub Enrollment for DialerThis enhancement makes completing a TrustHub submission a required first step for Dialer setup. This proactive measure ensures compliant communication, reduces the risk of calls being labeled as SPAM, and improves SMS delivery reliability.Who: This enhancement is applicable to Salesloft admins.Where: The feature is part of the Dialer setup flow in the admin settings.When: This feature will gradually roll out to users over the coming week.How: To learn more, check out the Manage Team Dialer Settings article.Mandatory TrustHub configuration as part of Dialer configurationDriftContent Re-sync EnhancementsSynced Sitemaps are now able to be deleted in the Content Library by Drift Admins, enabling you to remove synced sitemaps without the need to reach out to the Salesloft support team.Who: Conversational Guardrails for Bionic Chatbots are available to all users of Drift who have Bionic Chatbots enabled.Where: The Delete Sitemaps button can be found on the associated Sitemap in the Drift Content Library.When: This feature is generally available.How: To learn more, check out the Drift - Content Library - Content Resync article.Delete Site Map buttonConversational Guardrails for Bionic ChatbotsConversational Guardrails manage boundaries and behavior of Drift's Bionic Chatbots via defined rules.Who: Conversational Guardrails for Bionic Chatbots are available to all users of Drift who have Bionic Chatbots enabled.Where: Conversation Guardrails can be found under the Playbooks tab in Drift.When: This feature is generally available.How: To learn more, check out the Manage Conversational Guardrails article.Guardrail Configuration screen 

Release Date: November 5, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari?  Delete & Duplicate ModesCreate and manage duplicate modes with similar configurations, and delete unused modes in Clari Studio. Learn more.Note: Certain default modes cannot be deleted. Dependency checks will prevent deletion if a mode is referenced elsewhere, and provide an export of impacted configurations.  Nest Related Objects in AccountsConfigure custom modes to display data from related objects nested directly beneath Accounts (e,g, Opportunities, Products, or ingested usage data). This new flexibility enables deeper inspection and forecasting across multiple revenue models from a single view. Learn more.Note: Requires RevDB-powered Opportunities and connected Activity data.   What’s New in Groove? [Reminder] Groove New User SignupNew groove users must be imported via Manage My Org or assigned a license via Salesforce). If you are setting up a Salesforce instance (migrating to a new production environment or sandbox) reach out to your Clari team to setup a new instance with Groove. What’s New in Copilot? Smart Dialer ComplianceAutomatically ensure recording compliance across every Dialer call with AI-based consent detection. Copilot analyzes call transcripts to confirm consent requests and responses, applies compliance tags, and can automatically delete non-compliant calls based on admin-defined retention settings configured in Workspace Settings > Data Retention > Call-Recording Consent (Dialer). Learn more.

See what's new in Salesloft! In this article, we will highlight Salesloft's newest features and functionality.New features are releasing in the following product areas:Prospecting Workflow, Rhythm, & Cadence Channels & Conversations Data & CRM Drift Platform & Governance Mobile Deprecation Notice ProspectingAccount Research for LeadsGenerate rich account research for Person Records in Salesloft, even when they aren't linked to a formal account record, by leveraging their company name or URL.Who: The Research Agent is available to Salesloft customers with the Account Agent Add-on, with the Generative Artificial Intelligence setting enabled by their admin. Where: Can be found within the "Research" tab on any Person record. When: This feature is generally available. How: See the AI Person Research Agent article to learn more.Account Research on the Person Profile Page pulled from the Account URLRole Permission for AI Knowledge LibraryA new dedicated permission now allows non-admin users to manage the AI Knowledge Library, giving Admins greater control over who can govern the content used by AI features.Who: This permission is enabled by default for Salesloft Admins. It can be granted to any role to allow those users to access and manage the AI Knowledge Library settings. Where: The new permission is available in the Roles Settings under a new permissions category titled "Artificial Intelligence". When: This feature is generally available. How: To grant this permission, a System Administrator should navigate to Roles and Permissions, select a role to edit, find "Manage AI Knowledge Library" under "Artificial Intelligence," and enable the permission. To learn more, check out the Manage AI Knowledge Library article. Manage AI Knowledge Library Permission set for Admins​​​​​Workflow, Rhythm, & Cadence Signals in the Activity FeedUnifies all buyer and seller interactions, including key partner and customer signals, into one chronological feed on the relevant person and account records.Who: The feature is available to all Salesloft users. Where: Located on the Activity tab of the Person and Account Profile pages. When: This feature is generally available. How: Navigate to any Person or Account Profile page and click the Activity tab. View the chronological feed, which now includes rich signal events. Click on any signal to expand and view all the associated rich metadata and attributes.Signal in the Activity FeedField Visibility and Required Fields for OutlookThe Outlook Add-In fully respects the Person and Account field visibility and required field settings configured by Admins in the main Salesloft application. This ensures users only see and interact with relevant fields when editing or creating records in Outlook.Who: Available to all users of the Salesloft Outlook Add-In. Where: Located within the Salesloft Outlook Add-In when editing or creating a Person or Account record. The configuration is controlled by Salesloft Admins in the main application under Settings > Object Field Configuration > Field Layout. When: This feature is generally available. How: To learn more about the field visibility in Outlook check out the article that is applicable to your Outlook Add-In: Salesloft Connect Side Panel - Office 365 Online or Salesloft Connect Side Panel for Outlook - Windows and Mac.Example of Required Fields in OutlookCustom Names for Play TasksCreate custom names for tasks generated by Plays. This allows you to replace generic task titles with clear, actionable instructions, add dynamic tags (like account name) for context, and help your team take the right action faster.Who: Available to Salesloft Admins who build and manage Plays for their teams. Where: When creating or editing a Play, you will find a new "Edit Task" button on any step that generates a task. When: This feature is available and will be rolling out to users over the next few weeks. How: Admins can edit any Play and click the "Edit Task" button on a task-creating step. In the new field, they can write a custom name and insert dynamic tags like {{name}} to automatically populate information. Once saved, any new task created by that Play will appear in the user's Rhythm workflow with the clear, custom title. Note that existing Plays must be updated manually to use this feature. Check out the Create a Play article for more information.Edit Play Task NameDeals: Upcoming Actions and Meetings in Deals ViewThe Upcoming Meetings column allows you to see all upcoming meetings for every deal. The All Tasks column now shows all task types for every deal in the Pipeline View. These columns give you a complete overview of your pipeline at a glance.Who: Available to all Salesloft users. Users may need to add these columns to their Pipeline View via the Manage Columns icon. Where: This feature is located in the Deals list view. It includes a new "Upcoming Meetings" column and an enhanced "All Tasks" column, both of which can be added to your custom layout. When: This feature is available and will be rolling out to users over the next few weeks. How: Go to the Deals view and edit your columns to add the new "Upcoming Meetings" column. Once added, this column—along with the enhanced "All Tasks" column—will automatically show all scheduled next steps for each deal. To find opportunities that need attention, simply click the column header to sort your list and bring deals with no upcoming activities to the top. Check out the Pipeline View Fields article to learn more.Upcoming Meetings seen in the Deals Pipeline ViewChannels & ConversationsAuto-Record Management View for Zoom AdminsAdmins can view the auto-record status for every user and change an individual user’s setting directly from the user management table, enabling them to ensure consistent meeting capture for better coaching, analysis, and compliance.Who: Available to users with Admin permissions and teams using the Zoom video conferencing integration with Conversations. Where: Located on the Zoom User Management table within Settings > Conversations > Video Conferencing Integrations > Manage Zoom Admin. When: This feature is generally available. How: To learn how to view and modify the Auto-record setting for Zoom users, check out the Bulk Configure the Zoom API Integration article.Auto-Record Setting in the Zoom User Management TableTranscript Export ImprovementsAutomatically applies a dynamic, descriptive filename and a metadata header with key meeting details to every exported transcript.Who: Available for team Admins and user roles with the Download Conversations permission enabled. Where: Transcripts may be downloaded from the Conversations Recordings list page. When: This feature is generally available. How: Check out the Download Conversations Recording Video article to learn more about how to download transcripts and the details included in the downloads.Transcript file downloadEmail Click & Open Tracking SettingsNew email 'click' and 'open' settings allow both admins and individual users to set the default preference for open and click tracking on all emails. This helps you manage tracking to align with compliance needs and improve email deliverability, while still giving you the flexibility to track engagement when you need to.Who: Available to Salesloft Admins to set a team policy, and All Salesloft users for personal control over tracking settings. Where: For Admins: New tracking controls are located in Admin Settings > Email > Tracking. For Users: New personal tracking toggles are located in Personal Settings > Email, under a new "Email Tracking" section. When: This feature is generally available. How: Admins can visit their settings to establish a default tracking policy for the entire team and decide if users can override it. Individual users can then go to their personal email settings to set their own preferred defaults for open and click tracking. To learn more, check out the Manage Email Tracking article and the Your Personal Settings article.Admin Open and Click Tracking SettingsReply Email from Activity FeedThe "Reply Email" button allows you to send follow-up emails directly from the activity feed.Who: Available to all Salesloft users. Must have your email set up in Salesloft. Where: You can find the "Reply Email" button on email activities within the Activity Feed on Person and Account pages. When: This feature is generally available. How: When reviewing a Person or Account's Activity Feed, click the "Reply Email" button on any email activity. An email composer will open, pre-filled with the recipient's email and the prior conversation. Simply write your message and send it; the email will be logged to the activity feed automatically. Check out the Send Emails from Salesloft article for more information.Reply to Email from Activity FeedDialer Calls to Conversations ToggleThis feature enhances security by decoupling call and meeting recording privacy from global sharing settings, ensuring all conversations are sent securely to Conversations.Who: Available to Admins to enable for users. Where: The Dialer Calls to Conversations toggle is located within the Conversations settings page, under the Permissions section. When: This feature is generally available. How: Navigate to the Permissions section in Conversations settings and locate the new toggle, “Always upload calls to Conversations.” To learn more about Conversation Settings, check out the Manage Conversations article.Upload Calls to Conversations Option in Conversations SettingsMeeting Prep Shortcut in Google CalendarThe Meeting Prep Shortcut allows you to prepare for your meetings with a single click from your Google Calendar. A new "Meeting Prep" button will automatically appear on your calendar events, acting as a direct shortcut to the relevant Meeting Prep workspace in Salesloft.Who: Available to Salesloft users who use Google Calendar to manage their schedule and Salesloft to prepare for meetings. Where: A new green "Meeting Prep" button will now appear on your scheduled meeting events inside of Google Calendar. When: This feature is generally available. How: Open a calendar event and click the "Meeting Prep" button to be taken directly to your preparation workspace for that meeting in Salesloft. Note that this feature is currently available for Google Calendar only. Check out the Prepare for a Meeting Play article for more information.Meeting Prep button inside Google CalendarData & CRMAnalytics EnhancementsEnhancements to Analytics and Coaching to make reporting more flexible and intuitive. This release includes a new multi-select "Account Name" filter in the Accounts Report, more metric options and a "Daily" timeframe for goal setting, and updated report layouts that prioritize the most useful data.Who: Available to all Salesloft users. Where: The new "Account Name" filter is available in the Accounts Report. Expanded metric and timeframe options can be found in Coaching and Goal Settings. Updated layouts are visible across several reports in the Analytics section. When: This feature is generally available. How: To analyze specific accounts, navigate to the Accounts Report and use the new "Account Name" filter. When creating or editing goals in Coaching, you will now see an expanded list of metrics and a "Daily" timeframe option. Check out the Salesloft Analytics and Manage Goals articles to learn more.Updated panel metrics and new Account Name filterDriftAI Overview ReportThe AI Overview Report helps CMOs and marketers get a clear, and quantifiable view of how their Drift AI Agents are performing.Who: Available to Drift Users with Bionic Chatbots enabled. Where: Available in the Reports section of the Drift navigation menu. When: This feature is generally available. How: Check out the AI Overview Report article to learn more details on what's in the report.AI Overview Report in DriftPlatform & GovernanceWebhooks for Conversations Events & EmailsAllows developers to build faster, more efficient integrations by pushing full recording, transcript, and email content directly to them via webhooks, eliminating extra API calls.Who: Available to Developers and Integration Partners building custom solutions using the Salesloft API. Where: Available in the Salesloft Developer's Portal. When: This feature is generally available. How: See the Webhooks API documentation to learn how to subscribe to Conversations and Email events and start receiving data payloads directly. MobileConversation Playbacks from Activity Feed in Salesloft MobileAllows you to listen to call recordings, view synchronized transcripts, and access AI-powered insights directly from the Activity Feed in the Salesloft mobile app.Who: Available to all Salesloft users who have the “Conversations access” permission. Where: This feature is available in the Salesloft mobile app. You can find your recordings in the "Recent Conversations" section on any Person or Account page. When: This feature is generally available. How: Open the Salesloft mobile app and go to a Person or Account. Tap on "Recent Conversations" and select any recording. The playback screen will open, giving you access to the audio player, synchronized transcript, and AI-powered insights. Check out the Listen to a Conversations Recording from Salesloft Mobile article for more information.View Conversation from Salesloft Mobile Deprecation NoticeIn October 2025, Salesloft will deprecate the following features: Salesloft will remove the multi-language selector from the Help Center. Following this change, the entire site experience and all article content will be rendered in English only. For the best experience, please use your browser's built-in translation feature or Google Translate. Analytics Panels: The following Analytics panels will be deprecated. In many cases, the data from these panels has been integrated into other, more comprehensive panels.  Objection Replies Positive Replies Team Performance Activity Leaders LinkedIn Results Other Steps Top Reps by Cadence Activity

Release Date: October 8, 2025Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Editing Global Settings in Forecast ConfigModify global forecast settings, such as manager adjustments, past-period display, weekly column visibility, forecast cadence, and custom roles, under the Global Settings tab in Forecast Configuration (found in Clari Studio). Learn more. Coming October 16: Clari Studio LabsWith Clari Studio Labs, admins can selectively enable experimental or cutting-edge features for specific users, roles, or your entire organization, giving you granular control over implementation change management.Admins: Enable Cadences and Guide in Clari Studio Labs on the right timeline for your GTM organization. Learn more. What’s New in Groove?  Custom Salesforce Columns in the Action TableAdd custom Contact or Lead fields from Salesforce as columns in the Actions Table or Omnibar for greater visibility and flexibility in managing workflows. Learn more.Admins: Looking for Spaces in Manage My Org? With this update, you’ll now find Spaces nested under “Custom Fields from Salesforce” in Manage My Org. This is where you can now find the new Actions and the preexisting Spaces tabs. One-Sided Call RecordingAdmins can now manage call recording settings for Two Party Consent Regions. This includes a new option for one-sided call recording—recording only the rep’s side of a call—to ensure compliance across regions while still gathering useful coaching data. Learn more. Groove New User SignupNew groove users must be imported via Manage My Org or assigned a license via Salesforce. If you are setting up a Salesforce instance (migrating to a new production environment or sandbox), reach out to your Clari team to setup a new instance with Groove.   

Release Date: September 3, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. What’s New in Clari? Copy Forecast Opt-InsAdmins and RevOps leaders can now quickly duplicate user opt-ins from one published forecasting tab to another, streamlining setup and preserving consistency. Learn more. Edit, Create & Duplicate Forecast ColumnsForecast Config now empowers Admins to edit, create, and duplicate both component and composite forecast columns—giving you powerful flexibility to tailor your forecasting structure. Learn more. Edit, Create & Duplicate Forecast Formula ColumnsIn Forecast Config, Admins can now edit, create, and duplicate calculation (ARM) field formulas—unlocking faster modeling flexibility and consistency across forecasts. Learn more.  What’s New in Groove? Auto Re-import Finished People into FlowA new Flow-level option lets you automatically re-import users who’ve already completed a Flow, ideal for re-engaging recurring inbound leads while ensuring control remains isolated by Flow and permission status. Learn more. Pre-Personalization in Groove FlowsReps can now pre-personalize automated email sequences, individually or in bulk, directly within Flow workflows to streamline engagement and scale personalized outreach. Learn more.Note: Please reach out to your Clari CSM or the Clari Support team if you would like to enable pre-personalization. Actions Table Redesign with Saved Views & FiltersThe Groove Actions Table now includes Saved Views, advanced filtering, and dynamic sorting—empowering high-volume sellers with customizable task workflows, better prioritization, and enterprise-grade efficiency. Learn more. Send Now, Reschedule, or Cancel Outboxed ActionsYou can now manage scheduled emails directly in the Outbox. Choose to send immediately, reschedule, or cancel at any point before the send. Learn more.  Coming Next Month One-Sided Call RecordingGroove Dialer will offer one‑sided call recording, enabling organizations to record only the rep’s side of a call for training and coaching while staying compliant in regions that require two‑party consent. Learn more.

In this article, we will highlight Salesloft's newest features and functionality.Feature Spotlight Rhythm & Cadence Channels & Conversations Platform, Data, & CRM DriftFeature SpotlightAccount Research Agent CustomizationThis enhancement provides granular control over the Account Research Agent to allow customers to create, manage, and scope the fields displayed in account research. This includes the ability to name fields, such as “Target Persona” or “Financial Performance” and provide detailed instructions to prompt the account research agent on how to accurately populate the research fields. In addition, you can even use Generative AI capabilities to create your own fields.Who: Account Research Agent Customization is available to admins in Salesloft.When: This feature is available and will be rolling out to users over the next few weeks.Where: Account Research Agent Customization is located in your Settings under the Artificial Intelligence Settings. Look for the Account Research Agent section and click Manage.How: See the Manage Research Agents article to learn how to add, edit, or delete custom research fields, and configure visibility rules for your team.AI Knowledge LibraryThe AI Knowledge Library is a centralized document repository in Salesloft where customers can upload their own content, such as sales playbook, product positioning, and brand messaging guidelines to help inform the platform’s generative AI. This results in outputs that are more accurate, relevant, and aligned with their brand.Who: The AI Knowledge Library is available to admins with the Manage: Knowledge Vault permission.When: This feature is available and will be rolling out to users over the next few weeks.Where: The AI Knowledge Library is located in your Settings under the AI Knowledge Library section.How: See the Manage the AI Knowledge Library article to learn how to add and manage your content.Person Research AgentThe Person Research Agent provides users with comprehensive, AI-driven research focused on individual people they are engaging or planning to engage. You can find details regarding a person's role, responsibilities, and even their pain points, allowing you to craft personalized outreach.Who: The Person Research Agent is available to Salesloft customers with the Account Agent Add-on. with the Generative Artificial Intelligence setting enabled by their admin.When: This feature is available and will be rolling out to users over the next few weeks.Where: The Person Research Agent is located on the Research tab of any Person Profile page.How: See the AI Person Research Agent article to learn more about the AI Person Research Agent.Ask Salesloft"Ask Salesloft" introduces an interactive chat experience directly inside Salesloft to help answer rep questions using information from Salesloft’s underlying data model. This AI agent can answer questions about people, accounts, opportunities, activity history, meetings, emails, and call recordings. "Ask Salesloft" will be available to use throughout the platform, and will include an “Analytics Interpreter” skill to help when viewing Salesloft Analytics reports.Who: Ask Salesloft is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Access Ask Salesloft from the new icon in the global navigation bar at the top of the Salesloft platform.How: See the Ask Salesloft: Your AI-Powered Sales Assistant article to learn more.Plays from CRM Custom Object SignalsSalesloft allows Salesforce customers on the Elite plan to import Custom Objects, suh as health scores or webinar attendance and use their data in No-Code Plays to trigger up-sell, renewal, or churn mitigation workflows. This feature provides a UI-based configuration experience similar to importing standard Salesforce objects, achieving the benefit of greater flexibility and personalization in automated workflows.Who: Plays from CRM Custom Object Signals are available to Salesloft customers on the Elite plan who use Salesforce as their CRM and have permissions to modify CRM Sync settings.When: This feature is generally available.Where: Plays from CRM Custom Object Signals can be found within the Object and field configuration section.How: To learn how to create custom objects for signals, check out the Create Plays from CRM Custom Object Signals article.Rhythm & CadenceDynamic Populating of CC/BCC with Account TeamsThis feature streamlines team selling and renewal processes by allowing account team members to be CC/BCCed on selling communications. This ensures that all designated team members are kept in the loop on critical customer interactions.Who: Dynamic Populating of CC/BCC with Account Teams is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Configure this in the CC/BCC field when creating or editing an email step in a Cadence.How: See the Automatically CC or BCC Stakeholders by Role in a Cadence article to learn more.Trigger Plays on Person ChangesThis feature introduces robust, no-code signal support for "Person Created" and "Person Updated" events. This means that automated workflows (Plays) can now be triggered based on the creation of new person records or specific updates to existing person records within Salesloft or integrated CRM systems.Who: Trigger Plays on Person Changes is available by default to Salesloft admin roles and users with the Plays: Manage permission.When: This feature is generally available.Where: Admins can manage these Plays from the Plays settings page (Settings>Workflow category>Plays). Users will see tasks generated by these Plays in their Rhythm Workflow.How: See the Person Created Play and Person Updated Play articles to learn more.Rhythm Header Analytics UpgradesThe header on the Rhythm page can now be customized to show metrics that are relevant to the user. The header can be turned off and on based on whether the user wants to see the view.Who: Rhythm Header Analytics Upgrades are available to all Salesloft users.When: This feature is generally available.Where: Can be found on the Rhythm home page, the default page when you log into Salesloft. To access the page click Salesloft in the top left corner or use the navigation menu by hovering over Workspace  and clicking Rhythm).How: See the Edit Rhythm Header Layout article to learn how to customize or hide your Rhythm header.Channels & ConversationsConversations Recording Detail Page RedesignConversations Recording Detail Page Redesign introduces a new layout to help users review insights and take action on recorded calls.Who: Conversations Recording Detail Page Redesign is available to all Salesloft users.When: This feature is available and will be rolling out to users over the next few weeks.Where: Access the new Conversation Detail Page by navigation to Conversations (Activity tab>Conversations), and clicking the title of a recording.How: See the Salesloft Conversations product doc for a detailed walkthrough of the Conversation Detail Page.Conversations Recording EnhancementsConversation Detail Page Enhancements helps you better manage and share insights from your call recordings by providing new features for tracking engagement, sharing conversations, and updating participant details.Who: Conversations Recordings Enhancements are available to all Salesloft users who have access to the Conversations.When: This feature is available and will be rolling out to users over the next few weeks.Where: Located on the Conversations Recording Detail Page for any recorded conversation.How: Explore the Conversation Detail Page to see the new features in action. You'll find consolidated engagement stats, a new Copy Link option for sharing, and the ability to update external speaker participants.Custom CRM Fields when Booking a Meeting from SalesloftCustom CRM Fields when Booking a Meeting From Salesloft allows you to sync specific custom fields to your CRM while booking a meeting from Salesloft.Who: Custom CRM Fields when Booking a Meeting from Salesloft is available for all Salesloft users.When: This feature is generally available.Where: Custom CRM fields are visible in the calendar widget when creating an event and enabling Lofting.How: See the Log Custom CRM Fields for Events when Booking a Meeting article to learn more about logging custom CRM fields when booking a meeting from Salesloft.Platform, Data, & CRMMulti-team Enterprise ManagementThis advanced capability allows users to use one username across multiple tenants (Salesloft teams). This allows multiple teams to belong to a single enterprise (i.e., an organization) and also allows users to be in some but not all teams.Who: Multi-team Enterprise Management is available for Enterprise Users leveraging multiple instances.When: This feature is generally available.Where: Instances can be chosen after logging in with the Salesloft email address, and accessed via the Instance Switcher dropdown in the top right hand side of Salesloft.How: See the Switch your Salesloft Instance article to learn more.Mobile Caller ID CustomizationMobile Caller ID Customization allows you to display your verified personal cell phone number as the caller ID when making calls from the Salesloft mobile app.Who: Mobile Caller ID Customization will be available to all Salesloft mobile app users.When: This feature is generally available.Where: Configure your caller ID from the new Caller ID section within the Settings page of the Salesloft mobile app.How: See the Set Up Mobile Caller ID Customization article to learn more.Admin-Controlled SMS AccessAdmin-Controlled SMS Access allows you to enable or disable SMS for your team right from the Dialer admin portal.Who: Admin-Controlled SMS Access is available to all Salesloft Admins. Note: SMS can only be enabled for users after your organization's A2P 10DLC registration is complete in the Trust Hub.When: This feature will gradually roll out to users over the coming week.Where: Find these new controls in the user management section of the Dialer admin portal within your Team Settings.How: See the Manage Messenger article for more information.Colorblind ThemesColorblind Themes allows you to personalize your Salesloft experience by changing the appearance of your Salesloft instance.Who: Colorblind Themes are available to all Salesloft users.When: This feature will gradually roll out to users over the coming week.Where: Colorblind Themes are found within your personal Profile settingsHow: See the Setup Salesloft Appearance article to learn more about Colorblind Themes.Integration Re-authorization Re-authorize App Scope Changes gives you greater transparency and control over your data by showing you exactly what data an integration can access and prompting you to re-approve when an application requests new permissions.Who: Integration Reauthorization is available to all Salesloft users. Admins manage team-wide integrations, and individual users manage their personal app connections.When: This feature is generally available..Where: View permissions when first installing an app. After installation, admins can manage apps on the Settings > Integrations page, and individual users can manage their connections on their Settings > Profile > Connected Apps page.How: See the Re-Authorize Changes in Integration Scopes article for more information.DriftBionic Conversation Insights Dashboard EnhancementsThe Keywords Tab under Drift's Conversation Insights report provides insight to what your site visitors are talking about the most in live conversations and allows you to drill down into specific conversations to get more context.Who: Bionic Conversation Insights Dashboard Enhancements is available to Drift customers who have Bionic Chatbots enabled.When: This feature is generally available.Where: Keyword Reports can be found by navigating to Reports and then selecting Conversation Insights under the AI Performance section.How: See the Conversation Insights article to learn more.Content ResyncThe "Add sitemap" feature in the content library allows your content to be automatically re-synced on a daily basis. This ensures that any changes, additions, or deletions on your website are reflected in the content available to your Bionic chatbots and AI suggested replies, which improves the accuracy and relevance of your AI's responses.Who: Content Resync is available to Drift customers with Bionic Chatbots & AI Suggested Replies enabled.When: This feature is generally available.Where: Content Resync can be found by navigating to the Content Library and clicking Add Content.How: See the Content Library - Content Resync article to learn more. 

Release Date: August 7, 2025 Please note the release date above. Your partnership in the evolution of the leading revenue platform is important to us, so we want to bring you the latest product updates as soon as we possibly can! These features are currently scheduled to release so that you can find them in Clari, Align, Copilot, or Groove when you log in on the date above. Platform Updates Customers using Groove and Clari will need to add new IP addresses to their allowlist, including customers who are using Salesforce Trusted IP Address, follow these instructions to update your trusted IPs.Action Required Before August 11th, 2025:To avoid any service disruptions, ensure that your network administrator or IT Team has updated your network to allow voice traffic from the following globalized IP and port ranges. Please allowlist the following: IP Addresses52.206.172.25 54.175.220.82 13.222.43.56  AI Chat AgentThe new AI Chat Agent is designed to provide immediate, intelligent answers to your questions using the combined knowledge of the community and knowledge base. Ask the AI Agent questions to quickly surface helpful resources, product guidance, and troubleshooting tips—no search necessary. Check it out in the Help Center.Designated Support Contacts: You'll be able to submit a support case directly from the chat if and when your organization needs assistance from our technical support team.  What’s New in Groove? Dynamic Merge Fields & Scheduler ImprovementsCreate smarter, more flexible templates with new dynamic merge fields for dates, days of the week, and scheduling links — no longer limited to Salesforce data. Build templates, flows, and actions that feel more personalized and relevant for your recipients even faster and more easily. Learn more.  Groove Managed Package UpdateOn Friday, August 9th, Groove will deploy an update to the Salesforce managed package. No action is required from you. NotesNo changes to the Groove application—your experience will remain the same. If you are using Salesforce Sandbox instances, the managed package will be updated across all environments.