Release Notes

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Latest Updates

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July 29, 2024

• Bulk License Assignment/Removal and User Deletion:
  • Enhanced the Teams page to allow bulk assignment, unassignment, and modification of license settings for multiple users. Multiple users can also be deleted in a single action.

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July 22, 2024

• Enterprise SSO Enhancements:
  • Finalized the ability to handle SAML users, allowing enterprise single sign-on using SAML.

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July 20, 2024

• Teams Page Improvements:
  • Introduced filters for Salesforce roles and moved the Export to CSV and Invite Members buttons to the top. Used colored bars to represent AI License Count usage.

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July 19, 2024

• Executive Brief Enhancements:
  • Added pagination for handling more than 1000 opportunities and improved error propagation for previews.

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July 16, 2024

• Exec Briefs Cadence Support:
  • Added support for monthly and quarterly cadence in the Exec Briefs product.

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July 15, 2024

• Update Object Button Enhancement:
  • Enabled additional preset values for Date or Datetime fields, allowing for computed values based on the date the button is clicked.

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July 12, 2024

• Backend Formatting Support:
  • Added support for currency and percentage formatting in Scheduled Notifications.

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July 11, 2024

• Editors Can Assign AI Licenses:
  • Expanded permissions to allow Editors to invite members and assign AI licenses, alleviating the burden on Organization Admins.

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July 9, 2024

• Improved Record Type Handling:
  • Fixed duplicate issue with Record Type fields, ensuring only relevant fields are displayed.

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July 8, 2024

• Enterprise SSO:
  • Enabled the ability to select SAML connections for enterprise single sign-on.

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July 7, 2024

• New Documentation Site:
  • Launched a new documentation site, migrating from Notion for improved content management.

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July 6, 2024

• Ask Momentum Update:
  • Updates to Ask Momentum models to increase context size for better performance.

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July 5, 2024

• Zoom Auth URL for Service Accounts:
  • Enabled the creation of Zoom Auth URLs for service accounts.

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July 1, 2024

• Export User List to CSV:
  • Added an Export to CSV button on the Teams page for Organization Admins to easily export user information.

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Previous Updates

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June 30, 2024

• Email-Triggered Workflows:
  • Launched the first piece of Email-triggered Workflows to build AI features that can read email threads, starting with emails imported into Salesforce by Apollo.

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June 28, 2024

• Salesforce Auth Scope Reduction:
  • Reduced Salesforce Auth scope to necessary permissions, addressing security concerns.

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June 26, 2024

• AI Signals in Slack:
  • Removed tagging of the host user in AI Signals when sending Slack messages.

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June 24, 2024

• Component Library Project:
  • Deprecated the Recipes page and added more tests and features to the in-progress Component Library project.

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June 23, 2024

• Infinite Scrolling in User Dropdown:
  • Enabled infinite scrolling on the Invite Users dropdown on the Teams page, increasing the page size to 50 for easier user search and selection.

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June 21, 2024

• Call Audit Enhancement:
  • Added a feature to Call Audit to categorize meetings with less than 5 minutes of speaking time as “Skipped” and marked as “Duration Too Short.”

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June 17, 2024

• New UI Buttons:
  • Implemented new slick-looking buttons throughout the app to enhance the user interface.

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June 14, 2024

• Executive Briefs:
  • Sections in executive briefs can now be sortable.

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June 12, 2024

• Web App Navigation Changes:
  • Tweaked the Settings section for better navigation. Only Org Admins will see “Security” (formerly “Organization Admin Settings”).

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June 5, 2024

• Feature Update:
  • Removed @-tagging in summary notifications to reduce notification clutter.

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June 4, 2024

• Email Follow-Up Customization:
  • Introduced new screens for users to customize Spotless Emails with Tone of Voice and example links.

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May 28, 2024

• Recording License Improvements:
  • Added options to enable bot recording for Zoom and non-Zoom meetings.
  • Specified whether Momentum will record meetings organized by users outside of a customer’s organization.

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May 20, 2024

• Provisioned Licenses Bug Fix:
  • Allowed the number of provisioned licenses to be set to 0.

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May 16, 2024

• Custom Summaries:
  • Frontend support for generating call summaries with custom prompts.

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May 9, 2024

• Performance Update:
  • Improved rendering time for tabs with large amounts of users.

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April 25, 2024

• Case Object Availability for Summaries:
  • Added Case object support in AI Summaries and AI Notifications.

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April 17, 2024

• AI Summaries Update:
  • Additional Summaries Prompt toggle is turned off by default.
  • Removed the clone button due to complications around cloning workflows with prompts.

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April 4, 2024

• Conditional Deliveries for Flow Notifications:
  • Added Quarter and Fiscal Quarter query filters in Scheduled Notifications.

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March 19, 2024

• Follow-up Emails Thai Support:
  • Added support for Thai language in follow-up emails.