Coevera Release Notes

Coevera 6.1.0 introduces the brand new AI Smart Field, bringing configurable AI-powered value generation directly to supported CRM fields. Administrators can enable AI behavior per field, define prompts and dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. sources, configure manual, automatic, or scheduled update triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., and run AI updates from record forms, list views, and Automatizer flows — with permission controls, credit-awareness messagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience., and progress feedback throughout. This release also delivers the Voyager 2 AI Super Agent, Coevera's unified AI assistant accessible from the top-right corner of... Read More

Coevera 6.0.0 introduces a brand new Voyager AI Record Assistant, bringing an in-context assistant directly inside individual CRM records. Available in the right-hand panel for Leads, Accounts, Contacts, and Opportunities, it provides guided summaries, actionable suggestions, and record-aware chat in one continuous workflow. This credit-based add-on includes clear Credit Consumption Visibility, showing exact AI credits used per action. We also implemented new Automatizer Log Download Period Controls, allowing users to export activity logs using specific time ranges. For better searching,... Read More

Coevera 5.23.0 introduces a brand new Quick Filter functionality. Replacing previous filter presets, this introduces a highly customizable toolbar allowing users to set any field for quick filtering. It operates as a separate tool alongside the Custom Filter, requiring users to coordinate criteria across both to ensure accurate results. This release brings significant Grid Improvements to list views, updating visual styling and introducing richer column-header interactions to make sorting and column management more intuitive. Additionally, new fields are available in... Read More

This release introduces significant enhancements to the Outlook Add-in, improving the integration between Outlook events and Coevera records with context-aware field mapping and expanded Lookup field support. We've implemented Advanced Sign-In Security Settings, enabling admins to restrict access via IP Whitelisting, enforce Auto Logout policies, and mandate 2-Step Verification. Automatizer capabilities now allow dynamic record access assignment based on the trigger owner. Additional improvements include enhanced Feeds preference persistence and updated folder deletion logic in Reports and Email Templates. On... Read More

Coevera 5.21.0 introduces major updates to Product Pricing, deploying a multi-layered pricing engine. This includes new entities for Price Schedules and CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Prices, alongside a smart Pricing Logic flow that determines the correct price when adding products to Opportunities. We also overhauled the Price List admin area with new availability rules and default states. This release also streamlines mobile access with a new Sign in with QR Code feature found in the UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Profile. For administrators, a new central Manage Schedules interface allows privileged users to manage all scheduled reports system-wide. Additionally, we... Read More

Coevera 5.20.0 introduces the new AI Automatizer Agent, bringing AI-powered capabilities directly into workflow automation. Users can now create, update, and manage processes using natural language prompts. This includes new UI components for AI interaction, process diffing before publishing, and enhanced options for saving and copying processes. This release also includes significant Target Improvements. We are decoupling targets from user data with new Simulated Targets, allowing sales teams to model performance without being tied to historical data. Enhancements include a redesigned progress bar and the ability to create... Read More