Shared Assets
:🚀 Changing a Team in a Published Distribution
You can now swap out the team in a live Distribution without rebuilding it from scratch. This makes it easier to respond to org changes while keeping your routing logic intact. Once you update and re-publish, your stats will reset for a fresh start.
Example Use Case:
Imagine you’re running a territory split and the West Coast team becomes its region. Now, instead of duplicating and recreating every Distribution, RevOps can update the team and move on.*
🚀 Update Ownership on Cases and Opportunities (Concierge + Handoff)
Teams can now automatically transfer ownership of Salesforce Opportunities or Cases during the routing process. This helps keep CRM ownership aligned when meetings are handed off or routed to another team member.
Example Use Case:
If a team is routing a meeting to someone, and they want to ensure that if there is an opportunity that the team member routed, the Opportunity is also the owner of the opportunity
ChiliCal
:🚀 Single-use RR and Group links
You can now generate one-time-use links for Round Robin and Group meetings. This prevents overbooking, forwarding, or misuse. Perfect for high-stakes or limited-invite meetings.
Example Use Case:
Your sales director is hosting VIP executive calls. Instead of sending a reusable link that could be shared, they use a one-time link to keep the invite controlled and exclusive.
🚀 Schedule another meeting without closing the Scheduler
Book back-to-back meetings without leaving the confirmation screen. It’s a smoother experience for representatives or users who need to schedule multiple touchpoints at once.
Example Use Case:
An SDR is booking a discovery call and a follow-up demo call for a prospect. Now, they can set up both meetings in one flow without having to start over, making it more efficient and increasing the likelihood of success.
Chat
:🚀 Chat Logs -
Help ArticleA full, filterable, step-by-step view of every Chat Journey interaction — see what happened, what didn’t, and why. You can trace the visitor’s path, view CRM updates, track Salesforce actions, and understand where logic may have broken.
🧠 Flow View: Visual map of the entire user journey
🪵 Execution Logs: Every detail is captured step-by-step
🔎 Search & Filter: Quickly find any session
✅ Debug-friendly: Instantly see what worked and what didn’t
Example Use Case:
Let’s say your sales team notices a dip in meetings following the pricing page update. Now you can go into the logs, search for those sessions, and quickly see if routing failed, a rep didn’t join, or a booking node errored out.
🚀 Microsoft Teams Notifications -
Help ArticleYou can now send Teams messages directly from Chat Journeys by connecting to Zapier. Whether you're alerting a specific rep or posting to a shared channel, it's a seamless way to turn intent into instant action.
Example Use Case:
Your AE team wants to be notified when a qualified lead clicks "Talk to Sales" in Chat. With this setup, they'll get a Teams ping the moment it happens, complete with lead details so they can respond faster and win the deal.