> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# See what is new in Salesfinity

> New features and fixes in the Salesfinity app, month by month, in plain words.

export const Status = ({kind = "early-access", children}) => {
  const labels = {
    "early-access": "Early access",
    "coming-soon": "Coming soon",
    beta: "Beta"
  };
  const key = labels[kind] ? kind : "early-access";
  return <span className={`sf-status sf-status-${key}`}>{children || labels[key]}</span>;
};

Catch up on everything that changed in the app, newest first.
Each month lists what shipped for reps, managers and admins, with a link to the guide when you want
the details.

Developers: changes to the REST API are in the [API changelog](/changelog).

<Update label="October 2026" description="Lists for teammates" tags={["Dialer"]}>
  **Upload a list for a teammate.** Team owners and admins can upload a CSV straight into a
  teammate's lists. When you upload, Salesfinity asks **Who is this list for?** Pick a teammate and
  the list shows up in their dialer, ready to call. Leave it on yourself to keep the list.

  **Fixes**

  * The message that appears when your call device has a problem can now be closed, so it never
    blocks the page.
</Update>

<Update label="September 2026" description="Meet Ari, Salesfloor on Gold, and a smarter dialer" tags={["Ari", "Dialer", "Salesfloor", "Coaching", "Integrations", "Billing", "Sequencer"]}>
  **Meet Ari, your AI teammate.** The AI Companion is now Ari. Ask in plain words and Ari builds
  lists, researches accounts, updates your CRM and drafts follow-ups. It asks before it changes,
  sends or spends anything. Your chats, skills and memories carried over. Ari is available on
  Enterprise, Enterprise Plus and Admin seats. [Meet Ari](/ari/overview).

  * **Share what Ari made.** Share a document or list from Ari as a link. Set when the link
    expires, keep it to **Members only**, or revoke it at any time.

  **Salesfloor, AI Training and UK numbers on Gold.** Gold seats now include the
  [Salesfloor](/salesfloor/overview), **AI Training** coaching and UK phone numbers.

  **Dialer**

  * **Call anyone from a link.** Put a call link in your CRM, a spreadsheet or Slack. It opens the
    dialer on that person and can start the call. [Call anyone from a link](/dialer/deep-links).
  * **New filters.** Find people with **Not reached yet**, **Days since last dial** and
    **All time disposition**, the outcome of the last call each person answered, or of the last
    attempt if they never have.
  * **Your setup follows you.** Your dialer preferences, call script and filter presets are saved
    to your account, so they are there in any browser.
  * **Team defaults and rules.** Admins set team-wide dialer defaults in **Settings** ›
    **Dialer Settings**, and can lock settings like recording or parallel lines for each rep, or
    for several reps at once. [Set up your team](/account/team-settings).
  * **Org Chart and activity cards.** New contact cards for HubSpot and Salesforce show who else
    works at the account, with seniority and buying-role badges, and the recent activity on the
    contact and the account. Call someone now, call them next, add them to a list or email them
    from the Org Chart card.
  * **Lemlist activity card.** See a contact's Lemlist activity next to the call.
  * **Automated Call Screener (Beta).** Play your recorded introduction when a phone's call
    screener asks who is calling. On Enterprise and Enterprise Plus seats, with
    **AI Parallel Dialing** on.
  * **Celebrate the win.** Log a call as **Answered - Meeting Set** and confetti fills the screen.

  **Coaching**

  * **Score calls your way.** Managers set the team's call scoring rubric on its own settings tab,
    test it on one of the team's recent calls before saving, re-score calls, and restore an earlier
    version.
    [Score calls with your team's rubric](/calls/call-scoring).

  **Integrations**

  * **Share setups with the team.** Admins can share field and disposition mappings for Salesloft,
    Outreach, Pipedrive and ActiveCampaign, as well as HubSpot, Apollo and Amplemarket.
    [Connect your CRM](/integrations/overview).

  **Plans and billing**

  * **Buy Gold in the app.** Buy 1 to 5 Gold seats, monthly or yearly, and add SmartEnrich credits.
    Silver is no longer sold self-serve. Teams already on Silver keep it.
  * **Mix plans on one team.** Hold seats on more than one plan, such as Gold for closers and
    Silver for new hires.
  * **Clearer payment notices.** If a payment fails, your team sees when access will end. Your team
    keeps working for 2 days while the charge is retried. [Manage your subscription](/account/billing).

  **Sequencer** <Status kind="early-access" />

  For teams in the early access program: a master **Inbox** to read and answer every reply, a
  readable **Rules of engagement** page, a **Mailboxes** page with each mailbox's domain health,
  one-click **Connect Google**, and reps connecting their own inbox. [Run outreach with
  sequences](/sequencer/overview).
</Update>

<Update label="August 2026" description="Comments on calls, name pronunciation and music" tags={["Dialer", "Calls", "Ari", "Analytics", "Integrations"]}>
  **Dialer**

  * **Change lines mid-session.** Change **Lines** above the call queue during a session. The new
    number applies once the calls ringing now finish.
    [Run your first parallel session](/dialer/parallel-dialing).
  * **Say their name right.** Next to a contact's name, see how to say their first name and
    surname, and play it aloud.
  * **Music between calls.** Paste a Spotify playlist or album link into the dialer. Music pauses
    for each call and picks up again after.
  * **Bigger CSV imports.** Import up to 4,000 contacts from one CSV file, up from 1,500.

  **Calls**

  * **Comment on a moment.** In a call's transcript, click **Comment on this moment** to leave a
    note pinned to that exact point. [Review recordings and transcripts](/calls/recordings-and-transcripts).
  * **Clearer sync errors.** When a call did not reach your CRM, hover its sync status to see why.
    A call that reached some CRMs but not others shows a warning.

  **Analytics**

  * **One date picker.** **Activity Report** and **List Performance** share one date range picker
    with presets.

  **AI Companion (now Ari)**

  * **Tag skills and tools in chat.** Type **@** to pick a skill, list, call or sequence, the same
    way you do in a routine.
  * **On-brand emails.** Save your team's logo, colors and footer as an email theme. Emails the
    assistant and your routines write use it, and you can preview them in the chat.

  **Also new**

  * A shorter sign-up, with your company details filled in from your work email.
  * Only team admins can connect, configure or disconnect Gong.
</Update>

<Update label="July 2026" description="Attio, Salesforce Sandbox and automatic call summaries" tags={["Integrations", "Dialer", "Ari"]}>
  **Integrations**

  * **Attio.** Import Attio lists and log calls back as notes on your people records.
  * **Salesforce Sandbox.** Connect a Salesforce Sandbox org, separately from production.
    [Connect Salesforce](/integrations/salesforce).

  **Dialer**

  * **Automatic AI Summary.** Turn it on in your dialer preferences and an AI summary of each call
    is added to your note once the transcript is ready. It goes below anything you typed, and never
    replaces it. The **Generate** button now adds to your note too.

  **AI Companion (now Ari)**

  * **Run a routine when a call is logged.** Routines can now start when something happens, not
    only on a schedule. [Give Ari a standing job](/ari/responsibilities-and-routines).
  * **Import skills.** Bring in a skill from GitHub or a file. [Save a workflow as a skill](/ari/skills).
  * **See it think.** Watch the plan and each step as it works, instead of waiting for the answer.
</Update>

## Next steps

<CardGroup cols={2}>
  <Card title="Meet Ari" icon="sparkles" href="/ari/overview">
    Try the biggest launch of the season.
  </Card>

  <Card title="Get answers fast" icon="circle-question" href="/help/overview">
    Quick answers by topic, and how to reach us.
  </Card>
</CardGroup>


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