Coevera 5.9.0 leads with Voyager AI › Email Categorization, which automatically tags captured emails and analyzes sentiment, and adds a WhatsApp messaging integration, Static Profiles, Interactive Help, multi-column Online Forms, Feeds filter presets, and Forecast improvements.
The headline of 5.9.0 is Voyager AI › Email Categorization: Coevera can now automatically categorize the emails it captures, applying Tags from a predefined, admin-managed set and analyzing Sentiment so the current state of play on a Contact or Account is visible at a glance. Tags and Sentiment show in the main and per-record Feeds and in email detail, can be filtered and edited manually, and are exposed as three new fields — Email Tags, Email Sentiment, and Email Direction — for columns, grouping, filtering, and charts. Automatic categorization is enabled from the Voyager AI Assistant module in the Automation Hub, and only new incoming emails from the 5.9 release date are processed automatically.
Elsewhere, a WhatsApp messaging integration — a paid add-on for all subscription tiers, activated from the Automation Hub — lets teams connect company and personal WhatsApp accounts, control access by User Role, and track conversations in Feeds. Static Profiles add user-curated record lists that stay fixed until edited; the Online Form editor gains multi-column containers with drag-and-drop reordering; Filter Presets let users save and switch filter sets in record Feeds tabs; and a new Interactive Help tool surfaces context-relevant clickable demos throughout the app. Forecast Improvements add an 'Allowed editing not owned records' permission and a tracked history of forecast value changes, Email Sequence tasks can now trigger Automatizer processes, and smaller updates cover space-wide email-notification control, editing records owned by inactive users, report filtering, and dashboard display.
What we're proud of
Voyager AI › Email Categorization tags captured emails and scores their sentiment against a predefined, admin-managed tag set, so the current state of play on any Contact or Account is visible at a glance. The new Email Tags, Email Sentiment, and Email Direction fields can be filtered, grouped, reported, and charted, and users can reprocess the last 7 or 30 days of incoming email on demand.
Voyager AI now includes the ability to automatically categorize emails captured in Coevera to set Tags and analyze Sentiment. As well as allowing instant visibility of the current “state of play” of a Contact or Account, users can also filter records based on current Sentiment or applied Tags allowing them to respond appropriately and can also create reports and analyze records.
WhatsApp is increasingly used by businesses as a way to keep in touch with customers and to quickly answer queries. Available as a paid-for add-on for all subscription tiers, the WhatsApp integration can be activated from the "Automation Hub" and, once the Terms & Conditions have been accepted and the add-on is running, personal and business WhatsApp accounts can be added to Coevera and used to create new conversations and track previous conversations from the Feeds tab.
Static Profiles allows users to create a custom list of records which then remains static unless changed by the user. This is ideal for invitations and follow ups where you need to contact the same people on an ongoing basis and where a dynamic filter might have altered, changing the records displayed by a dynamic profile. Static Profiles are created from the main menu — users can…
“Add to New” › Add selected record(s) to a new static profile (or create a new empty static profile)
“Add to Existing” › Add selected record(s) to an existing static profile
Our new Interactive Help tool is designed to help make Coevera even easier to use.
When a user clicks on the “Explore Interactively” button, they will be able to access a series of interactive demos that are directly relevant to the area of Coevera that they are working in.
Clicking the name of the demo will open a preview image.
This release includes a significant update to the Online Form Editor making it easier to design dynamic and flexible forms. Users can now add multi-column containers.
We have added “Filter Presets” to the “Filter” in Feeds tabs on records. This useful enhancement allows users to create their own Preset filters and quickly switch between them to find relevant Feeds without needing to check / uncheck options in the Filter. These new “Filter Presets” are shared across all entities.
There’s a new bar at the top of the the Filter window where users can:
See what “Filter Preset” is currently selected.
To facilitate working with Forecasts, we’ve added an additional permission to “Common Records › Forecasts” within “User Role” settings. Enable “Allowed editing not owned records” to allow users based on the role to edit all forecast values within visible forecasts even if they did not create (own) the forecast.
As part of the “Settings” for “Email Sequences“, tasks can be created when the recipient performs certain actions such as replying or unsubscribing. These tasks can now trigger an Automatizer process to directly connect “Email Sequences” with processes to cover scenarios such as.
Running additional workflows for the created task within the email sequence.
Creating leads when the task was created by the email sequence.
As part of our ongoing usability enhancement program, we’ve updated the following features.
A new option has been added to allow Admins to temporarily, or permanently, disable (or enable) all email notifications within their space for new users. The setting can also be applied to existing users by selecting the preferred option and then clicking on the “Apply to all users” button. This option is very useful if you’re importing data and don’t want all your users to receive many notifications prompted by the new records or when running processes that make ownership changes.
We’ve removed the restriction where a record could not be updated if it was currently owned by an Inactive user.
We’ve introduced a new filter box to make finding specific reports quicker and easier. The options include:
“Recently Viewed” & “Favorites” are retained regardless of the selection.
Dashboards will only be displayed if they contain at least one report that matches the filtered criteria.
Start a free trial and see Voyager AI email categorization, WhatsApp messaging, and the rest of Coevera 5.9.0 in your own pipeline.
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