Changelog.

Vee is now a view inside the dashboard itself. In standard workspaces, switch between Dashboard, My day, and Vee, and your choice is remembered. Contextual starters help you plan the day, catch up on recent work, or decide what needs attention. Reopen a recent conversation, start a new thread, and pin a selected response beside the conversation as a working result that can be copied or closed when it is no longer needed.

Workspace admins can create a saved what-if scenario before changing live territory assignments. Adjust territory rules, managers, priorities, capacity targets, and individual account moves, then preview account ownership, coverage, pipeline, follow-ups, and handoff context together. Reviewed changes apply as one operation, and applied scenarios retain a change history with a guarded reversal flow. Pipeline and follow-up figures show only the records each reader is authorized to access.

Student workspaces now offer a fuller path from course material to active recall. Read uploaded slides and documents page by page in a new course-material reader, alongside an improved lecture reader. Build practice tests from lecture content, review grading and prior attempts, share eligible tests, and export study guides as PDFs. Workspace statistics show recording hours, lecture activity, and practice tests created.

A lecture recorded through the microphone now keeps the raw room audio so distant speakers remain clear, and a lecture playing on this computer can be captured from its browser tab. The lecture reader shows each processing stage, says plainly when a recording captured no speech, and offers a retry when processing fails. Saved recordings now report their true length, so playback and seeking work immediately.

Unread chat counts stay aligned with conversation activity, and Google Ads configuration and provider errors return clearer feedback. Supporting fixes also improve student note processing and course-material handling.

The Vesso website now presents current product capabilities more clearly across pricing, integrations, use cases, comparison guides, student pages, and the AI notetaker experience. A new anonymized product screenshot on the AI notetaker page shows what Vee sees during a meeting, with fictional participants and anonymized shared content so no customer information appears.

Vee can now carry useful context into future interactions. Personal memory stores preferences, working style notes, and facts privately within your workspace. Account memory attaches shared knowledge to a specific account for teammates who can access it, while Team memory captures processes and institutional knowledge for everyone in the workspace. Every memory shows its source and date, can be paused, edited, deleted or exported, and sharing with an account or the team requires confirming that you reviewed it. Plays turn repeatable workflows into templates with input parameters and open as an editable draft in Vee when used; they never send, enroll or create anything on their own. The Learning Inbox is opt-in: nightly learning reads new Vee conversations and completed calls, with customer email and CRM updates as separate opt-ins, and surfaces suggestions with their source quote for you to review, approve, or dismiss before they become active context. Unreviewed suggestions expire after 90 days.

Start the day with a concise, actionable summary delivered to Slack. The Morning Brief can include upcoming meetings, overdue follow-ups, hot account signals, and deals that need attention. Choose the delivery time, weekdays, timezone, language, and sections to include; quiet days are skipped automatically. The brief arrives as a direct message to your linked Slack account, never a channel, carries Brief settings and Pause for 7 days buttons, and uses no AI credits.

Create a single handoff view from an account's memories, open promises, key contacts, and active deals. Download the brief as a text file or copy its link for a teammate. Each reader sees only the records they are authorized to access.

When Vee captures a commitment from a meeting, draft and schedule a follow-up directly from the promise. Vee suggests a draft based on the original conversation, and one-time Slack reminders help keep promises from falling through the cracks.

Vesso now supports students with purpose-built workspaces for lecture recording, note-taking, and study. Dedicated dashboards, guided walkthroughs, interactive quizzes built from lecture content, and a curated library support the learning workflow. Student Free includes 3 recording hours a month with no card and no expiry, while Student is $12 a month or $96 a year with 30 recording hours, 90-day audio retention and $5 top-ups of 10 hours. Tasks, projects and whiteboards are unlimited on both.

Reorder the cards in the meeting view, minimize cards to the sidebar, or reset to the default layout. Your arrangement syncs across devices. Starting a recording is now a single step, with system audio, meeting audio, and microphone capture plus clearer permission prompts. Action items and commitments can also be marked complete directly from the meeting view.

Whiteboards now include a theme system with a library of visual styles. Text editing and shape tools are more reliable, and the canvas makes better use of the available screen space.

Mobile users now get phone-first recording, an improved signup flow, and a more refined greeting experience.

The Roleplay Studio page now includes in-app screenshots and introduces the practice cast by name.

The workspace is available in English, French, German, Italian, Portuguese, and Spanish. Language and voice settings keep three choices apart: the interface language, the language you speak in meetings and practice sessions (with regional variants such as English (UK), Spanish (Spain), and Portuguese (Brazil)), and the language Vee uses for notes, coaching feedback, and replies. Speech and AI follow the interface language until you set them yourself, individual practice sessions can run in another language, and existing conversations and records keep their original text. Only the language you select loads in the browser, so the app stays fast.

Insights now reports on the whole workspace. Trends group recurring topics and risks, Trackers count workspace-defined phrases with per-rep breakdowns and one click to the moment in the recording, Performance pairs talk ratio, monologue length, and question rate with a rep by methodology-dimension scorecard and leaderboard, and Deals roll calls up to the account or opportunity they touched with engagement depth, multi-threading, and time since the last conversation. Every view applies existing meeting privacy, so private meetings stay out of team aggregates.

Open an analyzed call, find the moment worth copying, and use Save to library to keep it for the team. Clips can be renamed, searched, grouped into collections, and removed without touching the call or its recording. Coaching threads anchor comments to a moment in the recording with replies, @mentions, reactions, and a Received and Sent inbox, so a rep sees feedback in one place. Managers who coach the call owner can comment even when they were not in the room.

Vee Chat and the header quick chat now take spoken input. Words appear live while you speak, the spoken reply starts before the full answer is finished, and captions and action cards stay in the same conversation. Interrupt stops playback and starts listening again, and the microphone closes while Vee answers so the reply is never fed back in. Admins pick the workspace voice in Admin Settings and decide whether members may choose their own.

A new dashboard view opens with the handful of things worth doing first, suggested focus blocks around the meetings already on the calendar, prep for the next meeting, and the dates coming up. Set your start hour, finish hour, and focus length; suggested blocks stay suggestions until you book them. Walk me through my day turns the same plan into a spoken briefing you can interrupt with questions, and each briefing uses workspace AI credits.

Re-run notes on a recording from the meeting itself, choose the language the new notes should be written in, and add instructions for what to emphasize. The re-run claims the notes atomically, so two people cannot start one at the same time, and the existing summary, action items, and decisions stay in place until the replacement succeeds.

A dark theme covers the dashboard, CRM, analytics, content, data sources, deal rooms, feeds, insights, leads, queues, tasks, calendar, Roleplay Studio, and the shared app surface, and it takes its tone from your workspace accent color. Vesso follows your system setting by default, admins can set a default appearance for the workspace, and your own toggle takes over once you use it.

Vesso captures the Google click ID on the marketing site once marketing cookies are accepted, carries it through signup, and records account creation and trial start as conversions. Offline conversion upload returns those events to Google only where marketing consent was granted, and the campaign drawer shows tracked signups and trials next to spend. Consent Mode v2 starts denied, the Google tag loads after opt-in, and withdrawing consent clears the stored click ID.

Google Search campaigns created in Vesso are checked before they reach Google. A daily budget above 100,000 or a currency bid target above 10,000 in the ad account currency is refused with a message naming the amount, so a slipped decimal point does not become real spend. Larger budgets can still be set in Google Ads and sync back into Vesso.

Library listings and scorecards are filtered by who can open the underlying call, so a private meeting stays invisible to everyone who was not in it. Clips cannot be saved from one workspace while working in another. Share-link viewers can watch a recording but cannot read or post in coaching threads. Mentions are limited to active members who can open that call, so a mention cannot leak a call title or a comment excerpt.

Run browser-based video meetings inside Vesso. Start from a conversation or calendar event, and invite customers, prospects, or partners with a link. Guests can join without downloading an app or creating a Vesso account.

Preview your camera, check your microphone, choose devices, and play a test tone before joining. Device preferences persist between meetings, while the waiting room leaves the host in control of when external guests enter.

Meetings include screen sharing, hand raising, reactions, live captions, and participant controls. Supported browsers add background blur and noise suppression. When Vee notes are enabled, everyone sees a clear disclosure and the host team receives a recap connected to the event and, when linked, the relevant account and opportunity.

Connect Salesforce or HubSpot through a guided OAuth flow, preview record counts and representative data, and import accounts, contacts, and opportunities. Conservative deduplication skips matching records instead of overwriting them, and automatic token refresh keeps connections current.

New eligible workspaces begin a seven-day trial without a card. Trial status and remaining time stay visible in the workspace, and customers choose a paid plan and add payment details only when they are ready to upgrade.

Roleplay Studio adds more expressive personas, portraits, and voice profiles, along with meeting rehearsal flows, coaching insight cards, a dimension radar, and faster scenario assignment and contact selection.

Cookieless web analytics now use first-party attribution, while workspace-level LinkedIn conversion tracking supports Insight Tag and Conversions API events. The in-app conversion panel, audience-list management, and ad creative workflows also expanded.

Email summaries now resolve through active workspace membership, blog newsletter images render more reliably in Outlook, and company matching and CRM token refresh are more resilient. Picklist selection, PDF export, long-form text entry, password recovery, mobile layouts, and campaign responsiveness also received refinements.

Connect authorized LinkedIn and Meta ad accounts at the workspace level so campaign access and reporting are shared with the right team. Campaign budgets, delivery status, spend, impressions, clicks, and engagement metrics sync into Vesso.

Campaign Launcher now guides teams through budget, schedule, objective, audience, and targeting decisions. LinkedIn campaigns can also use Configure with Vee to turn a saved ideal customer profile into targeting recommendations.

Open a campaign drawer for pacing and performance details, assign an owner, archive completed work, and connect campaign activity to CRM records or an email campaign.

Roleplay sessions now combine live whisper guidance, battle cards, cockpit settings, and coaching insights. Reps can keep relevant guidance visible during a practice call and review performance after the session.

Turn meeting notes and action items into a collaborative whiteboard using a flowchart, swimlane, or kanban layout. Every generated element remains editable so teams can refine ownership, dependencies, and next steps together.

Speaker names, colors, and voice assignments now follow one identity model across live meetings, completed transcripts, recording shares, and transcript filters. Recurring-event attendance also carries into individual meeting occurrences more reliably.

Vee now uses a more direct, conversational writing style across product interactions and can create planned campaigns directly from chat.

Advertising credentials remain encrypted and workspace-scoped. Meta connections now include signed deauthorization and data-deletion callbacks, while conversion measurement honors marketing-consent and ad-attribution signals.

The private beta and its waitlist are retired. Anyone can create a Vesso account at app.vesso.ai/signup using Google, Microsoft or an email address and password, then set up a workspace in the same flow. Every new eligible workspace starts its trial immediately; choosing a paid plan comes later.

Solo, Starter, Professional and Growth each start with a 7-day free trial. No credit card is required to begin. Explore Vesso with Vee, unlimited meeting recording and the core CRM, then choose a paid plan and add a card when you are ready.

The account-creation screen asks for less up front. Company details, team size and workspace shaping now live in the setup wizard after the account exists, so getting from the signup form into the product takes fewer steps.

Sign-ups from disposable, temporary or relay email domains are placed in a short review queue instead of being activated immediately. Most are cleared quickly; if a sign-up is held, the address on file receives an email once it is approved. Work and personal addresses on established domains are not affected.

Vee now watches the screen shared during a live meeting and keeps a snapshot each time it changes, from both the Vesso Notetaker and browser recordings that capture meeting audio. It reads the slide, sheet, or record on screen, uses those figures and names in live assist nudges and in the in-meeting Vee panel, and includes the screens that shaped the conversation in the meeting notes. Webcam video is never stored: the Notetaker takes screenshare frames only, and browser capture masks moving video tiles before a snapshot is saved. Screen context is on by default and reads each screen using workspace AI credits; it can be paused mid-meeting with one click, has a per-user setting, and can be disabled for the whole workspace by an admin.

Every screen Vee kept appears in a Screens tab on the meeting with a one-line Vee note and reaction, and the filmstrip under the recording follows playback, so clicking a screen jumps to that moment. Slides can be copied or downloaded as PNG, exported together as a PDF with Vee's notes and the transcript lines spoken over each, included in recording shares, and added to a deal room as a meeting deck buyers can browse. Conversation intelligence adds a per-slide view of time on screen, talk split, sentiment, and objections, and prep briefs carry a "Last time you showed" section from the last linked meeting. The meeting organizer can forget a single screen or all of them at any time.

Create calendar events and send email invitations to attendees directly from Vesso. Each invitation includes a branded RSVP page where recipients can accept, decline, or respond as tentative. Responses sync back to the event so organizers can track attendance without switching tools.

Practice calls now display real-time captions during the conversation, with a voice-activity ring that provides visual feedback while speaking. Audio handling has been rebuilt for lower latency, and scenario options have been expanded so rehearsal sessions feel closer to real conversations.

A new preferences panel lets each user choose which updates reach them in-app and which are also delivered by email. Controls cover workflows, agents, alerts, deals, tasks, team activity, messages, calendar activity, CRM updates, service, outreach, and system notices. Preferences apply to future sends.

New accounts confirm their email address before accessing workspace features, while phone numbers provided during signup are validated and normalized. A legacy cookie-handling issue that could preserve stale session state has also been resolved.

Workspace admins can give teammates a viewer seat for read-only access to browse and search workspace content without edit or configuration permissions. Viewer access is managed from the Users tab and its fixed permission set cannot be modified.

Credit utilization is now visible across the workspaces a user belongs to. Trial expiration is enforced consistently, and workspaces that lapse receive a clear path to resubscribe and restore access.

Public recording pages now support dark mode and improved keyboard and screen-reader navigation.

Invited users no longer pass through a separate waitlist approval step. The invite signup flow, error messaging, and waitlist email templates have been refined for a clearer path into the workspace.

Duplicate transcript segments, speaker-label mismatches, dashboard calculation errors, and broken sharing links have been corrected. Inactive workspace API access is now blocked consistently.

Team chat now supports scheduled messages, conversation search, saved messages, inline polls, automatic link previews, and a channel details view. Presence, custom status, do-not-disturb schedules, and per-conversation notification levels give each teammate clearer control over availability and attention.

Workspace admins can configure Account Radar to discover accounts against selected ideal customer profiles, set fit thresholds and review limits, and inspect findings before adding accounts to the workspace. Account-level controls help teams avoid duplicate discoveries across scans.

The new prep tool at vesso.ai/prep turns a company domain and meeting topic into a research-backed brief with company context, recent signals, talking points, questions, likely objections, and an opening approach. Briefs can be shared through private links, and expanded playbook content unlocks after email capture.

Revenue teams can organize products and pricing in price books, then use deal rooms to bring opportunity resources, buyer collaboration, and interactive quotes into one shared workflow.

Recipients of workspace emails can manage preferences through signed links, including full unsubscribe and category-level opt-outs. The controls connect directly to workspace suppression rules so future sends respect each recipient's choices.

Teams that operate outside a traditional CRM pipeline can choose workspace views that fit their workflow. New dashboard options, refined onboarding, theme settings, user management, and navigation controls make it easier for admins to shape the workspace around how their team works.

Signup, waitlist, and meeting prep flows now include bot protection and request controls. Chat uploads enforce file-size and file-type rules, sanitize filenames, and verify attachment ownership before content is made available.

Vesso now publishes its Data Processing Addendum, a downloadable DPA PDF, and an authoritative subprocessor list with vendor purpose and hosting region. Customers can also subscribe to notice of future subprocessor changes.

Recent recording results, recording deletion, meeting names, hidden meeting states, recent conversation ordering, and signup error messages now behave more consistently across their related workflows.

Teams can add PDFs, presentations, Word documents, spreadsheets, CSV files, Markdown, text files, and common image formats from the meeting workspace. Vesso extracts the material, keeps it attached to the meeting, and makes ready files available to Vee during the live conversation.

Diarized transcripts now show speaker filter chips when multiple voices are available. Select one speaker or combine several to isolate the exchange that matters, then clear the filters to return to the full conversation.

Vee can turn meeting notes and action items into a new collaborative whiteboard. Workflow maps dependencies and decisions, Swimlanes organizes work by owner, and Kanban arranges next steps as Now, Next, and Later cards. Generated boards stay editable and link back to the source meeting.

Completed conversation intelligence can be exported as a branded vector PDF with selectable text. Reports include the analysis available for that meeting, such as methodology scorecards, coaching feedback, talk-time distribution, sentiment, topics, and flagged moments.

Calendar sizing, viewport behavior, transcript scrolling, and live meeting presentation have been refined so active meeting content is easier to follow. Timezone-based actions now use a consistent interpretation across calendar workflows.

Admins can connect one Slack installation to a Vesso workspace through OAuth, select a default public channel, and send alerts, digests, deal updates, or workflow messages into Slack. Team members can link their Slack identity and use direct messages, @mentions, or /vesso commands to retrieve pipeline, deal, and task context.

Workspace admins can define custom fields for accounts, contacts, deals, and leads. Inbound form submissions can enter lead queues with configurable members, routing modes, priorities, service-level targets, and capacity limits, giving revenue teams a consistent way to distribute and work new demand.

Vee conversations now accept images, PDFs, CSV files, and Excel workbooks. Attached material becomes part of the conversation context for document review, research, planning, and analysis, and users can expand an inline conversation into the full chat view while keeping its history.

Enterprise workspaces can present the meeting assistant with custom recording and paused-state visuals. Admins can also manage the assistant name, consent message, auto-join policy, and behavior when the meeting owner is absent.

Users can connect Gmail from the email integrations settings and manage the active connection in one place. Single-connection enforcement keeps mailbox sync tied to the intended provider and account.

Workspace administration now shows token consumption and supports clearer role-based access. Admins can grant or deny individual capabilities for a member on top of that person's role, giving teams more precise control over CRM, AI, and administrative actions.

Meeting context now carries into associated contact and opportunity views, the post-meeting flow has fewer handoffs, and Vee responses during meetings use natural conversational language. Queue pages, loading states, and core CRM surfaces have also received a consistent visual update.

A practice environment for revenue teams: scenario gallery with six ready-made personas across cold calls, discovery, renewals, QBRs, budget pitches, and exec updates; an immersive call stage with live captions; and a post-call debrief with weighted scores, transcript evidence, strengths, and missed opportunities.

Speak naturally and the buyer answers in a lifelike voice within about a second. Either side can interrupt the other mid-sentence, and practice sessions survive page refreshes with one-click resume.

Rehearse high-stakes presentations in two phases: the audience mostly listens while you present (interjecting when you hand-wave), then works through their hardest questions in Q&A. Scorecards add words-per-minute and filler-word counts.

Rebuild any recorded call into a practice scenario: the same buyer, the same objections, aimed at the moments that went sideways, with an optional coaching focus.

Assign practice with due dates and target scores. Scored sessions complete assignments automatically, notify the assigner, and roll up to a workspace leaderboard.

Each participant can configure the live meeting workspace around the information they need most. My Cockpit brings transcription, personal notes, recording state, live assistance, and meeting context into a flexible per-user layout.

Teams can tag important moments during live meetings and see the contributor behind each tag in meeting chat. A new CSM meeting type adds customer-success guidance for retention, adoption, and expansion conversations.

New review and feedback tools support post-meeting analysis. Teams can also bring historical meetings and email activity into Vesso, creating richer engagement context for accounts and contacts.

Workflow Builder can now distribute inbound leads with round-robin or capacity-based assignment. New positioning briefs for pending deals give assigned reps focused context before outreach.

A new validation agent checks account and contact records against current signals, then surfaces validation status and findings directly in CRM views.

Initial attribution reporting connects campaign activity to downstream results. Management views now extend call-performance analytics across reporting teams for a clearer view of coaching and execution trends.

Enterprise workspaces can configure Azure AD single sign-on scoped to their own Entra tenant. A new viewer role provides read-only access for stakeholders who need workspace visibility while keeping record changes and AI actions restricted.

Email templates now connect to agents and cadences for more consistent outbound workflows. Unsubscribe management now operates at the workspace level, giving teams one place to manage suppression across outreach.

Workspaces can choose an internet-scan enrichment path alongside configured data-provider workflows. Subdomain tracking expands web analytics coverage across connected properties.

Server-side permission enforcement now applies workspace-level user and billing overrides. Shared content receives expanded sanitization, membership and file-sharing flows apply stronger tenant checks, and autonomous agents use stricter handling for untrusted inbound content.

Notetaker absence detection, meeting playback, quick recording, and mobile cockpit behavior have been refined. Calendar views now distinguish the current day and past dates while exposing more detail on hover.

Updated plans add clearer user caps and viewer access. The Vee interface now uses more consistent chat and action patterns, while prebuilt production artifacts and smaller application bundles improve deployment consistency.

The redesigned Vesso site introduces updated product imagery, a refreshed homepage, clearer use-case storytelling, improved blog pages, and revised pricing content.

Inbound leads can now receive AI-generated research dossiers that combine public web signals with workspace context, giving reps a clearer view of account fit, buying signals, and next-step context before outreach.

Vesso can keep inbound engagement active when the team is offline, then surface live prospecting research and engagement tools directly in the app. Intent scoring helps teams prioritize the prospects showing the strongest buying signals.

Workspace admins can tune how Vee captures meetings and handles prospecting conversations, making AI outputs better match each team's sales process, terminology, and coaching style.

A new handoff workflow connects chatbot qualification, contact enrichment, rep assignment, and meeting booking. Flow Builder, booking slot selection, and handoff dossiers give sales teams context before the first call starts.

A dedicated win-loss analysis view gives teams a structured place to review deal outcomes, capture patterns, and identify where messaging, qualification, or execution can improve.

The live meeting cockpit now supports multiple teammates working together with shared transcription, notes, meeting chat, and real-time meeting state. Global and compact recording indicators make recording status visible across the app.

New users get a guided setup checklist for workspace onboarding, while achievements highlight meaningful adoption milestones as teams configure Vesso and begin using core workflows.

Contact and company enrichment now uses live web search signals to improve profile context, with reliability fixes across the enrichment pipeline.

Threaded replies, cleaner role options, a rebuilt invite flow, stronger pending-user access handling, and admin settings deployment fixes make collaboration and workspace management more reliable.

Preview cards, column picker refinements, table layout adjustments, custom notes on contacts and accounts, and theme color consistency updates make key workflows easier to scan and maintain.

Revenue teams now have a dedicated surface for data health scoring, reconciliation, duplicate review, workflow misfire inspection, and quote-to-order pipeline integrity. Error-rate trends and stage-gate controls help keep forecast and transaction data clean as deals move forward.

Teams can create quotes from pipeline context, add line items with proration, apply quote branding, share public quote links, and track status through approval and signature. AI-assisted quote generation is available from the quote workflow.

A new CDP section brings profile browsing, identity graph views, field mapping, pipeline visualization, sync-run monitoring, conflict resolution, billing attribution, and activity history into one workspace.

Admins can define reporting relationships and manage them in an interactive org chart. Dashboard, CRM, and pipeline views now respect hierarchy-aware scopes, so managers can see records across their reporting chain.

Workspace permission management now supports a fixed catalog for read, write, admin, billing, users, and team access, with role baselines and per-user grant or deny overrides.

Admins can start short-lived impersonation sessions to troubleshoot as a team member. Sessions are visible in the app, expire after one hour, block password changes, and write audit records when they start and end.

POST /v1/events accepts product signals tied to contacts by email, writes matched events to the contact timeline, and triggers workspace workflows. Outbound webhooks use HTTPS-only endpoints, signing secrets, delivery logs, retries, and SSRF validation.

Chatbot retrieval now runs on Amazon S3 Vectors with IAM-native authentication. This removes the external vector database dependency from the chatbot stack.

Cadences and workflow builder steps can now call AI agents for sequenced outreach, enrichment, deal research, and news scouting. Enrichment caching reduces repeated third-party lookups.

Workspace chat now supports topic-based channels, channel management, and dedicated file and link views for shared context.

Enabled workspaces can now use workspace-scoped API keys to read accounts, contacts, opportunities, and tasks; create and update CRM records; update tasks; and send product events into Vesso. Write endpoints enforce field allowlists so computed fields and system-managed values remain protected.

External systems can send customer or product activity through POST /v1/events. Events match to contacts by email, appear on the contact timeline, and support idempotency keys so retrying the same event does not create duplicate activity or duplicate downstream deliveries.

Outbound webhooks can deliver Vesso workspace activity to HTTPS receivers. Deliveries include HMAC signatures, timestamp checks, retry handling, and delivery records so teams can verify payloads and recover from receiver outages.

Teams can compose quotes, track quote status, and share public quote links for buyer review while keeping quote context connected to accounts, opportunities, products, and orders.

The new Revenue Integrity surface helps teams monitor data health, review duplicate candidates, inspect reconciliation signals, and catch workflow misfires before they distort pipeline and revenue reporting.

Admins can define required fields for sensitive pipeline stages and choose whether missing data blocks the move or warns the rep, giving revenue teams more control over forecast hygiene.

Cadences now execute as sequenced outreach plans. Each cadence supports call, email, and LinkedIn steps with configurable delays between touchpoints. Enrolling a contact auto-advances them through the sequence by creating tasks for the assigned rep at each step. This complements the AI cadence builder shipped in June by providing the engine that moves contacts through the sequence.

Revenue operations teams can now configure default win probabilities per pipeline stage, enable weighted pipeline calculations, and map stages to forecast categories with confidence bands. These controls live in a new Pipeline Settings admin panel and feed directly into forecasting and reporting views.

Vee can now run prospecting workflows directly in chat, including multi-phase account and contact research. When Vee creates a task, contact, opportunity, note, cadence enrollment, or calendar event, a structured action card confirms exactly what was created. Chat history now persists across sessions, and the greeting experience is more contextual.

A new web research pipeline generates rep-ready briefs for individual contacts already in the workspace. Research results include verified emails and LinkedIn profiles, reported only when found verbatim on the web. Bulk enrichment is now available from the contacts list, and seniority mapping has been added to contact records for better org-chart context.

Recording now uploads in progressive 256KB segments on 15-second intervals to S3, with a retry queue for failed chunks. If the browser crashes or the page reloads mid-recording, a recovery card detects leftover vault data and offers options to resume, upload, or discard. The notetaker bot also persists across page reloads so live capture continues through recovery.

Admins can now manage a curated allowlist of meeting intelligence types, configure notetaker auto-join behavior, set the bot display name, and define the consent message shown to participants. A new workspace AI policy hook enforces these settings across the application.

Workspaces with a pending cancellation now display a countdown banner with one-click resume for admins. Fully inactive subscriptions land on a dedicated reactivation page that confirms data remains available and routes admins to checkout. Upgrade prompts appear contextually when a workspace reaches credit, site, or event limits, and feature access is gated by subscription tier.

Chat now supports threaded conversations with full WebSocket delivery. Team members can reply in threads and forward thread messages to group channels. Thread history is persisted on the backend for continuity.

A new stale-chunk auto-reload mechanism detects dynamic import failures after deploys and refreshes the page automatically with a guard window to prevent loops. Google List-Unsubscribe headers are now included on transactional and campaign emails, with a resubscribe option for users who previously opted out. The dependency lockfile has been refreshed with zero npm audit vulnerabilities across the app and landing site.

Teams can use Vee to research likely contacts for an account from company and domain context, helping reps start from relevant people instead of blank account records.

Org-chart workflows can expand around a known contact or account to suggest additional buyer, influencer, evaluator, and executive roles that may belong in the deal plan.

AI-sourced contact details are framed as reviewable research with confidence, source context, and duplicate checks before teams add them to the workspace.

Customer-facing copy now emphasizes practical review steps: confirm the company/domain, inspect evidence, avoid duplicates, and enrich missing email or phone fields only when useful.

The campaign builder has been rebuilt around a visual workflow editor for planning and organizing multi-channel campaigns, with campaign data exportable for offline analysis. Connections to external ad platforms are in progress and will roll out as they go live.

Vesso now supports international data workflows: localized address forms, phone number inputs with country codes, multi-currency selection, and region-aware formatting. Country normalization on import keeps data clean across accounts and contacts, and territory rules support the full global country list with alias resolution.

A new "Ask Vee" bar is available directly on account records, letting teams ask questions about any account and get AI-powered insights based on the account's CRM data. Vee can also auto-fill product details and draft GTM profiles, reducing manual data entry.

The in-meeting cockpit has been rebuilt with a streamlined layout, a post-meeting wrap screen for immediate review and follow-up, a notetaker status stepper showing join-to-complete progress, recording recovery for interrupted sessions, an integrated video player, and secure recording sharing from event headers.

Territory management now supports automated account-to-territory assignment based on configurable rules with full international country support. Account ownership syncs with territory assignments, and the owner selector includes search for faster reassignment.

Contact creation now deduplicates signals to prevent duplicate entries, validates email addresses with typo detection, and supports additional signal sources for richer contact profiles.

The sales queue page is now production-ready with full workflow support. The chatbot flow builder supports visual editing, deletion, and model retraining. Chatbot opens full-screen on mobile for a better conversational experience, and Telegram has been added as a chatbot channel.

Products can now be imported in bulk via CSV or structured upload, with Vee auto-fill available to complete missing fields during import.

New "Democratize GTM" and "Democratize CRM" campaign pages are live on vesso.ai with integrated waitlist signup forms, SEO metadata, and sitemap entries.

The pricing page now supports annual billing with dynamic term selection. Month-to-month remains available, and legacy payment routes redirect cleanly to current billing flows.

All modals have been standardized with a professional, consistent design system. Confirmation dialogs have been redesigned. App-wide latency improvements have been applied. Theme colors, transition animations, and sidebar behavior have been refined. Professional company logos now appear in prospect search results.

Backend AI services have been upgraded to a newer foundation model for improved accuracy. Response truncation issues in account research and contact intelligence have been resolved. Calendar settings and GTM fit scoring are now production-ready.

Teams can now send the Vesso AI Notetaker into Zoom, Google Meet, Microsoft Teams, and Webex meetings, or continue recording bot-free from the browser. Both capture paths support speaker-labeled transcripts, AI notes, action items, and conversation intelligence.

The Vesso Notetaker joins meetings with branded recording and paused states, supports pause and resume controls, and uses low-latency transcription so live notes and coaching stay close to the conversation.

A new live steering composer lets reps guide Vee with instructions such as “focus on pricing objections” or “ask about the renewal date.” Vee adapts suggestions, nudges, and tracked open questions to match the active directive.

Vee now recommends specific next moves during live calls, telling reps what to ask, say, or raise in language they can use directly. Suggestions and open questions can be copied, saved, promoted, or dismissed so the live assist surface stays relevant.

Completed meeting recordings can now be shared from the calendar event header or event context menu. Vesso selects the best available recording and opens a secure sharing flow.

Speaker names now persist into transcripts and automatically populate the attendee list with attendance and talk-time data. A dedicated attendees card makes it easier to review participants and take follow-up action after the meeting.

Meetings can now link to related prior conversations for prep context, open questions can become action items or meeting goals, task planning supports a kanban-style view, and talk-time callouts are available again in the meeting experience.

Contact and company search are more intuitive, sentiment analysis is more resilient across meeting types, and the conversation intelligence foundation now supports richer filtering by account, deal, contact, meeting type, score, and keyword.

Vesso’s Terms of Service and Privacy Policy have been refreshed with more comprehensive language for AI features, meeting recording and transcription, third-party integrations, subscriptions, data ownership, APIs, security, and acceptable use.

This release fixes event creation edge cases, email preference persistence, timezone conversion, long-running recording waveform display, Chrome audio source selection, and several rendering and accessibility details across the meeting experience.

Vee now has structured awareness of Vesso pages, records, workflows, and available actions. Teams can ask Vee for help in the context of the page they are viewing, including active filters, segments, searches, accounts, contacts, and pipeline views.

Scheduling, calendar, campaign, analytics, and date/time inputs now use the user’s saved timezone as the source of truth. This keeps meetings, events, and time-based workflows aligned for distributed teams.

Meeting Command Center panes can now collapse into a slim icon rail, giving reps more room to focus during live customer conversations. Pane preferences are remembered between sessions.

The chatbot builder now follows a clearer workflow from overview and design through configuration, launch, and measurement. Analytics views also refresh with live conversation and satisfaction data.

WhatsApp and Facebook Messenger chatbot deployment settings now include App Secret configuration for inbound webhook verification, supporting stronger production deployment practices.

New guides help teams get started with Vesso, use Vee as a GTM copilot, run meetings from the Meeting Command Center, and work with the Public API beta.

The Vee chat interface has been refined, Sales Pipeline responses now present cleaner tables, and account linkages have been improved so Vee can reference related records more reliably.

Dashboard greeting text now wraps correctly on mobile viewports.

Meetings now run through a unified command center with AI battle cards, flagged moments, meeting goals, prep briefs, CRM context cards, live transcript views, quick task capture, and meeting-history context in one focused workspace.

Teams can connect Google Calendar and Microsoft Outlook, sync meeting context into Vesso, enable recordings and notes for integrated calendar events, tag meetings with CRM context, and link Book Now meetings back to the right records.

The new Public API foundation introduces scoped API keys, credential rotation, rate limiting, cursor-based pagination, and read access for accounts, contacts, opportunities, and tasks so teams can connect Vesso data to their broader GTM stack.

New Products and Orders workspaces help teams manage catalog items, pricing, order details, and line items alongside accounts and opportunities, bringing more of the revenue workflow into Vesso.

Meeting goals, AI prep briefs, account and deal links, last-meeting recaps, due-date handling, reorderable panes, and follow-up capture have been tightened so meeting outcomes move naturally into CRM action.

Reports are production-ready with custom-theme refinements, improved chart selection, and clearer routing from insight to action.

The Solo tier is now reflected across the product and site, with credit monitoring and live-transcript support giving individual contributors clearer visibility into usage.

Prospecting workflows have broader backend support, company and account avatars are more consistent, contacts can include role context, and additional stakeholder handling gives teams richer relationship mapping.

Whiteboards now support richer CRM entity interactions so teams can connect accounts, contacts, and deals directly into collaborative planning spaces.

This release improves notification settings, instant event reminders, timezone conversion, polling, live-transcription fallback behavior, WebSocket fallback handling, recurring meetings, stacked meetings, dark mode consistency, sidebar behavior, view persistence, and header layering.

Describe your outreach goals and Vesso generates a complete multi-step cadence with personalized messaging, merge tokens, and step-level timing. Existing cadences can also be reviewed for optimization. Workflows are now called Cadences across the platform to align with standard sales terminology.

Search for net-new companies and contacts directly inside Vesso. Integrated prospecting data includes quick-filter pills for faceted browsing, load-more pagination, and built-in guardrails for focused discovery.

Automated email summaries now cover new accounts, contacts, opportunities, pipeline movement, active projects, and outstanding tasks. Choose daily, weekly, or monthly delivery, scheduled in your local timezone.

Assign accounts and contacts in bulk with a streamlined rules engine. Territory management now includes deeper account integration and AI-powered territory insights.

Control visibility and access at the individual page level. Super admin privileges provide full oversight, while workspace access filters help teams maintain the right scope.

Recurring meetings are production-ready with a new bi-weekly recurrence option and an updated calendar datepicker for faster scheduling.

Profile, audit log, admin settings, and ticket pages now have more compact, polished mobile layouts. Dashboard greeting behavior is also smoother during page load.

Resolved bright fill overrides and tightened dark mode consistency across the application.

AI assistant responses are more natural, company scoring is improved, web crawling coverage is broader, and enrichment pipeline stability has been strengthened.

Resolved issues with team creation, member association, and workspace scoping in the team join flow. Permissions are now handled more consistently across frontend and backend.

Recommended actions now include richer account context and clearer messaging direction, helping teams tailor outreach around industry, location, revenue, and the business signal behind each recommendation.

Files and folders can now be linked to accounts, contacts, projects, and tasks from the File Manager, making it easier to keep supporting documents connected to the records they support.

Daily briefing items now support an expandable detail view with clearer context, reasoning, and recommended next steps across desktop and mobile.

Accounts, Contacts, search modals, sidebar navigation, and briefing details have been refined for smoother mobile use and more consistent smaller-screen behavior.

New dashboard guidance helps first-time users understand where to begin and how to get value from Vesso faster.

Contacts, Pipeline, and Tasks now use shared loading skeletons and empty-state patterns for a clearer, more consistent experience while data loads or a workspace is getting started.

Newsletter emails now use the actual blog post title as the subject line, making each update easier to recognize at a glance.

The dashboard now opens on a Vee briefing, followed by a KPI strip, forecast gap, revenue trend, top accounts, today's meetings and recent activity. Tiles can be dragged into a new order, resized between compact and expanded, and swapped for other visualizations from an add-visualization picker. Company logos appear on top-account rows and a compact density mode fits more on one screen.

A "mine / team" scope strip filters every dashboard number to your own records or the whole workspace, and the add-visualization picker offers new chart types for the same metrics.

Opening a contact now shows a cockpit panel: enrichment fields (title, seniority, location, social profiles), the parent account's details, and an outreach tab for drafting and tracking touches without leaving the record. Inline editing on the contact list gained additional columns.

The follow-up panel on a recorded meeting can send the drafted email back to Vee with instructions (shorter, firmer, add pricing) and returns a revised draft in place.

Events accept a right-click menu for the common actions, the day view shows attendee profile photos when available, and the meeting details overview was reorganised. Meeting times are converted to the viewer's timezone everywhere they appear.

Profile completion and workspace setup show progress and hand off more cleanly into the workspace.

Chat message actions no longer disappear under the keyboard on phones, the chat viewport sizes correctly, and the file manager gained a mobile layout.

A recording's insights panel now runs a full analysis: an overview, a scorecard against the chosen sales methodology, coaching notes and call segments with playback. Analysis can be retried if it fails, and the panel was restructured so notes, scorecard and recording sit together.

Settings gained a default conversation-intelligence methodology. When set, analysis starts on its own as soon as a recording completes, so scorecards are ready without a manual step.

Transcript lines are attributed to named participants rather than anonymous speaker labels, using the meeting roster.

Global search now indexes meeting transcripts, so a phrase from a call finds the meeting and the moment it was said.

After a meeting, Vee suggests follow-up actions. Action items and decisions extracted from the call can be reviewed and imported as tasks, with the associations to the account and contact preserved.

Agenda editing, auto-scroll and modal backdrops were tightened in the calendar, the recording controls moved next to the notes, and dark mode styling was corrected across the insights panel and scorecard.

Account enrichment no longer overwrites fields a user has edited by hand, and the industry classification prompt was corrected.

Account lists now load through paginated backend queries with filter and sort support, delivering consistent performance as account volume grows.

New DynamoDB Global Secondary Index tooling supports faster account lookups and more reliable query behavior across large CRM datasets.

Vesso now classifies account industries using AI when standard mappings are unavailable, improving segmentation quality and reducing manual cleanup.

New SIC3 mapping support and SEC filing match verification improve account data quality for enrichment, reporting, and downstream workflows.

Bulk account enrichment now includes batch guardrails, hardened queueing, and improved polling for predictable processing.

Added additional row-level actions and modernized the Add Account modal for faster account, contact, and opportunity management.

Added structured validation across accounts, calendar, CRM contacts, and opportunities endpoints to improve data integrity and endpoint reliability.

Removed sensitive password reset details from client-side console output.

Improved timezone conversions across booking and scheduling flows and fixed an empty-timeslot handling case in calendar availability logic.

Refined modal alignment, header spacing, mobile header rendering, enrichment refresh animations, and shared title-case formatting across CRM surfaces.

Product documentation is now live at vesso.ai/docs with guides for getting started, CRM, API, analytics, automations, integrations, and security, plus topic search and workspace role overviews.

Waitlist management endpoints now require authenticated admin workspace access. Critical API routes also include tighter schema validation to reject malformed requests earlier.

Fullscreen chatbot on mobile correctly manages scroll containment and adapts to virtual keyboards, keeping the composer visible and preventing background page movement.

The reminder scheduler now paginates DynamoDB operations correctly, ensuring no reminders are silently dropped at scale. Lambda deployment scripts also include stricter validation and cleanup safeguards.

Restored safe spreadsheet parsing in the account import flow, improving reliability for bulk data uploads.

Extended waitlist confirmation visibility, cleaned up unused code paths, and polished changelog and docs layouts for a tighter experience.

Category-level forecasting with weighted pipeline projections, snapshot comparisons, override capabilities, and AI-generated insights that surface key revenue signals automatically.

Create, allocate, and monitor quotas at the team, territory, or individual level with top-down allocation and real-time attainment tracking.

Track net revenue retention, pipeline pacing, and historical trends with waterfall visualizations and configurable pipeline stage settings.

Territory management is now production-ready with account assignment controls, company avatars, delete confirmation safeguards, and production data integration.

Replaced the spreadsheet parsing library with an audited alternative and completed a broader dependency risk-reduction pass.

Refined invitation acceptance routing and error handling for a smoother first-run experience when joining via invitation link.

Unified visual styling across core views, added copy-to-clipboard feedback in the sales pipeline, and improved dark mode consistency.

Reinforced role-based access controls on email preference management, with stricter authorization checks on admin-only endpoints.

Workspace analytics WebSocket connections now validate active workspace membership before establishing a stream.

Hardened authentication handling across backend, WebSocket, and application layers with consistent token validation and session enforcement.

Restored the interactive API documentation experience at /api/docs with full Swagger UI access.

Campaign views now automatically resolve to the user's default workspace when no workspace is explicitly selected, reducing friction for single-workspace accounts.

Meeting recordings are now scoped to event participants, with access requiring ownership or explicit sharing.

Invitation emails are now sent automatically when users are invited to a workspace, project, or team, with clear context on what they are joining.

Refined the invitation acceptance flow with better error handling and redirect logic for first-time workspace members.

Authentication handling is now managed through a single shared AuthHandler instance, giving all routes consistent token validation and session enforcement. Deprecated datetime utilities were also replaced throughout the backend.

Accounts at risk, deals at risk, deal predictions, and recommended actions now come from live workspace records instead of hardcoded samples. Territory pages gained their own insight panel.

Admin endpoints for email preferences now enforce admin role checks. Fetching recordings for a calendar event checks that the caller owns the event.

An interactive chatbot is now available on landing, demo, and product pages. Visitors can ask questions, explore features, and connect with the team without leaving the page.

Creating a workspace, project, or team invite now sends the recipient an email immediately. Previously, invites existed in the product without a notification.

Comments can be anchored to any element on the canvas. Boards can be saved as named versions and restored, with both actions syncing to collaborators over WebSocket.

Building on February cell editing, tables now support inserting and deleting rows and columns from the cell menu and resizing them by handle.

Multiple whiteboard elements can be grouped and moved together or locked in place. Frames organize regions of a board with editable titles, and a contextual toolbar surfaces actions for the current selection.

All element moves, edits, and additions are now synced in real time via WebSocket so collaborators see changes as they happen.

Per-IP rate limits were added to signup, login, invites, the marketing contact form, calendar, and waitlist endpoints. CORS is restricted to production origins, raw exception strings no longer reach HTTP responses, and public access was removed from file and whiteboard storage. Auth sessions and 2FA handling were also tightened.

Task lists include assigned personal tasks in their counts, tasks created by Vee carry a visual indicator, and overdue tasks have their own section.

Forms support custom branding, domain-based submission filtering, field validation with custom error messages, email notifications to team members on submission, and a public submission page.

Account search was rebuilt with business-type filtering, higher result limits, and a shorter path from a search result to a created account. Enrichment ordering and description limits were adjusted with it.

The screen stays awake while a recording is running, and audio playback for quick-record sessions was fixed. Team editing arrived in workspace settings, and the text editor gained additional fonts.

Vesso can be installed as a progressive web app on mobile devices, with a dedicated app icon and home screen shortcut.

Each user can create a booking link with custom availability. The public booking page converts time slots to the visitor's timezone, shows the host's avatar, sends confirmation emails to both parties, and supports real-time availability updates.

A reminder modal appears before scheduled events with options to open the meeting or dismiss. Reminder timing and the workspace session timeout are configurable by admins.

A quick-record button on the calendar starts a recording immediately without creating a calendar event, useful for ad-hoc conversations. Recordings appear in the sidebar panel after the session. A mobile floating action button opens quick record and booking links from the calendar.

Vee chat can access file contents and calendar event details when answering questions. Global search was rebuilt on production data with recent searches and corrected matching.

Territory management moved from placeholder records to live workspace data, with an interactive map, industry filtering, clickable territory cards, and bulk actions.

All whiteboard elements support drag-and-drop repositioning. Images can be resized by dragging corner handles. File access works consistently in light and dark mode, text formatting applies across elements, and text boxes size to their content.

Tables on the whiteboard support selecting multiple cells, editing cell text inline, and changing cell positioning. Tables are backed by the whiteboard WebSocket state so edits sync across collaborators.

Account profiles now display monthly and annual recurring revenue, computed from associated pipeline opportunities.

Blog posts can be scheduled for automatic email delivery to subscribers at publish time. The email includes an excerpt and a read-more link.

Tasks can be created and assigned, accounts support selecting multiple locations at once, and the pipeline gained a summary view over open opportunities.

The builder covers audience selection, a multi-step workflow, scheduling, campaign status, and analytics. Reusable email templates carry variable placeholders with version history, and variables resolve per recipient at send time.

Three insight services back the account, contact, and opportunity views through their existing routes. They read workspace records directly rather than a separate analytics store.

Contact enrichment can now pull data from Clay alongside existing providers. The enrichment priority order is configurable per workspace.

Transactional and notification email now sends from vesso.ai directly instead of a subdomain, and the no-reply sender was replaced with a monitored address.

People Data Labs joined the existing enrichment sources, adding firmographic coverage. The account deep-dive page was retired and its useful sections folded into one account view, with redundant engagement and intent tabs removed and industry classification moved to SIC codes.

The data explorer supports GROUP BY, ORDER BY, DISTINCT, multi-term sorting, table joins across workspace data, and a collapsible canvas sidebar with query shortcuts.

The Vesso Chrome extension lets you capture accounts and contacts directly from any web page and push them into your workspace without switching tabs.

Duplicate records can be merged and associated, contacts support bulk delete and activity tracking, table columns can be reordered, and accounts can be searched and filtered by location.

The whiteboard canvas supports shapes, smart arrows with snap connections, sticky notes, text boxes with font controls, image embeds, file links, freehand drawing, an eraser tool, and a transform tool for resize and rotation. Changes sync in real time via WebSocket with live cursors showing each collaborator's position. The board includes undo/redo history, touch support for tablets and mobile, dark mode, and one-click PNG export.

Dashboard KPI cards now auto-transition between bar, line, pie, and custom chart types. Opportunity stage metrics, pipeline totals, and activity data are sourced from live workspace records rather than placeholder data.

Pipeline deals support inline editing and per-deal activity tracking. Contact records gained duplicate detection, phone number validation and normalization with extensions, and email is no longer required. Accounts can be imported in bulk.

Admins can set a brand color and upload a logo. The theme is applied to the sidebar, header, and auth screen, and persists across sessions for all workspace members.

Files can be shared with specific teammates. Permission checks control who can view and download shared files.

Transactional email moved from Amazon SES to Resend on a shared template format. Unsubscribe and email preference pages render without a session, and unsubscribes capture a reason.

2FA login was fixed, the forgot-password flow was completed with a redesigned email and recovery screen, and token handling on protected routes was corrected. Workspace actions gained audit logging, admin controls were restricted by role, announcements were scoped by workspace, and new chats were limited to active workspace members.

Web analytics moved to production across the app, backend, and real-time service, with fixes to event delivery from tracked sites.

CRM records for contacts, accounts, and opportunities, with account ownership, configurable fields, and smart segments. Accounts show firmographics, associated contacts, and open opportunities.

Track page views, sessions, and custom events from any web property. Analytics are workspace-scoped and accessible from the main dashboard.

Send outbound emails and manage recipient preferences with workspace-level lists and an unsubscribe flow that works without a login.

Calendar events support in-app invites with accept and decline handling. Notifications cover invites, announcements, and workspace activity, while chat and file management provide the collaboration foundation.

Accounts enrich from SEC EDGAR, job posting analysis, company news, Wikidata, WHOIS, DNS infrastructure, and website content. Locations are geocoded and normalized, related domains and phone numbers are deduplicated, and market cap is calculated for public companies.