Coevera 5.8.0 adds Voyager AI › Text-to-Speech so users can listen to notes, emails, and AI summaries instead of reading them, introduces multi-currency support across Users, Forecasts & Targets, Filters, and Reports, and brings conditional fields to entity forms.
Voyager AI leads this release with a new Text-to-Speech option: wherever a rich text toolbar appears — the email editor, notes, rich text fields, and AI tool output — users can click the headphone icon, choose a language and voice, and listen to the entire text, a selection, or from the cursor position, with Amazon Polly handling the conversion once Admins enable it from the Automation Hub. Multi-currency support is the other major addition, letting individual users set a preferred currency in their User Settings and control how values are formatted and converted across Forecasts & Targets, Filters, and Reports. Administrators also gain conditional fields on entity forms, so a field can be shown, required, or made read-only only when specific conditions are met.
Beyond the headline features, Automatizer gains a Copy Record action that duplicates records matching selected parameters, the Gmail add-on has been rewritten to install from the Google Workspace Marketplace, and archived and deleted records are now easier to distinguish through (Archived) and (Deleted) name suffixes and distinct background and font colors. A set of usability improvements rounds out the release: a new AI Key Points summarization for Emails, Messages, and Notes, Sub-sections for form layouts, an upgraded email account selector, and inactive users hidden by default in the Admin Module.
What we're proud of
Voyager AI › Text-to-Speech turns any note, email, rich text field, or AI summary into audio, so users can listen instead of read. It appears wherever a rich text toolbar is available — click the headphone icon, choose a language and voice, and play the full text, a selection, or from the cursor. Powered by Amazon Polly, the available neural voices adapt to geolocation and language.
We’ve added additional support for our customers with international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters and Reports. Previous behavior allowed amounts to be entered in any enabled currency but all visualizations and reports used values converted into the system Base Currency.
Users can now select their preferred currency in their “User Settings › Preferences“.
Administrators are now able to customise the “Form Field Settings” from the Entities menu in the Admin Module to set individual fields to display, be required or be read-only only when specific conditions are met. For example, a field “Customer #” is only relevant when the Account in question is a Customer (rather than a Prospect) so can be hidden until the “Type of Account” is updated to “Customer” but should be required for every customer.
We’ve also updated the “Field Settings” (For this Particular Form) window to replace checkboxes with switches and to group relevant options together under the Visibility and Validation sections.
On the Form, the Admin select “Modify Field Form Settings” for a field to access the “Field Settings” window and then switch on “Show field” (using Conditions).
We’ve improved the visualization of “Archived” and “Deleted” records to make them more easily distinguishable.
A suffix (Archived) or (Deleted) has been added to the name of a record depending on their current status and we’ve also changed the background and font color for archived and deleted records shown in the application.
For Accounts and Contacts, we have also added back the “Delete” action even if the record is not archived.
We have added a new Action Type of “Copy Record” to Automatizer. This action will create copies of the records that match the selected parameters. Note that records that were copied via Automatizer will not have the “– Copy” suffix in the record name.
Our latest AI improvement is the addition of a “Text to Speech” option. This is ideal when there is a lot of useful information in notes or other rich text fields or even an AI summary from Feeds as the user can listen rather than needing to read.
Coevera Admins need to enable the option from the “Configure” button for the “Voyager AI Assistant” in the Automation Hub.
Due to Gmail updates, we’ve rewritten our Gmail Addon completely. The addon will need to be installed from the Google Workspace Marketplace.
As part of our ongoing usability enhancement program, we’ve updated the following features.
Key Points — a new type of “summarization” — has been added to the AI Tools options. It works in the same way as “Summary” and “Action Points” but uses a different prompt (AI — AWS Bedrock, model Haiku) to pull together the key points of the Emails, Messages and Notes.
Enhancing the ability to customise the layout of Forms, a new form element “Sub-section” has been added. Insert Sub-Sections from the Form Layout Editor in the Entities menu of the Admin Module.
For our customers with many active email accounts, we’ve added an account type icon (allowing users to quickly identify whether an email account is Google, Microsoft 365 or SendGrid) as well as a search bar to quickly find an account by name and a scroll bar.
Updates have been made to field names and labels to improve consistency across Coevera and the “Email Filter” options in Feeds have been reorganized to group incoming and outgoing email options together.
Filter settings in the “Users” tab in “Units“, “Users & Roles” menu in the Admin Module have been changed. Inactive users are now hidden by default and can be enabled by enabling the new “Show inactive users” switch.
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