Historial de cambios

Las últimas funciones, mejoras y correcciones de Quotain.

  1. Nuevas funciones

    • Salesloft, Clari Copilot, Chorus, and Salesfinity: Connect four more call sources to import transcripts into Quotain for review and scorecard grading.
    • Practice competitions: Managers can run timed competitions for a team or the whole organization, ranked by best score or practice streak. Live standings track progress, with reminders and winner announcements.

    Mejoras

    • Jump from a transcript to the recording: Select a transcript passage to play that moment. Transcripts follow playback and pause following while you write a comment; comment links take teammates to the cited moment.
    • More control over call syncing: Pause or resume a call connection, check its latest sync results, and import calls from a selected date range directly from integration settings.
  2. Mejoras

  3. Mejoras

    • Create Personas from the assistant: Ask the assistant to create a Persona from any page. When you ask it to edit an existing Persona, it opens that editor and stages the changes for review.
  4. Nuevas funciones

    • A shared Personas library: Create reusable customer Personas, save and restore versions, and build simulations from them. Each simulation keeps a link to the Persona version it was created from.
  5. Mejoras

    • Select library items in bulk: Use checkboxes and Shift-click to select ranges of drills, scorecards, modules, or knowledge documents, then delete or archive the selection together.
  6. Nuevas funciones

    • Comment on specific call moments: Pin comments to transcript moments in real calls and practice sessions. Mention teammates, reply in threads, share a direct link, or start practice from the moment being discussed.

    Mejoras

    • Write drills as a brief: Drills now have an editable brief, an optional simulation, and their own scorecard. Shape the practice moment and its grading criteria together in the drill editor.
    • Build learning modules in one workspace: Edit a module's drills and simulations without leaving its Content workspace. Add written content and an attachment to a task, then preview the lesson as a learner.
  7. Mejoras

  8. Nuevas funciones

    Mejoras

    • Choose which calendar meetings appear: Hide internal or solo meetings with calendar rules, or hide a single event or recurring series. Show hidden meetings to bring a specific event back.
  9. Nuevas funciones

  10. Nuevas funciones

    • Search call transcripts: Find a phrase in a call-review transcript, move between matching passages, and keep the current match highlighted without scrolling the whole page.

    Mejoras

    • Edit and filter knowledge tags: Add or remove tags on knowledge documents and filter the library by tag. Your changes stay in place when a document's title or classification is updated.
  11. Mejoras

  12. Correcciones

    • Smoother buyer audio in Safari: Fixed a Safari issue where speaker audio repeatedly interrupted the buyer. Practice also stops leftover buyer audio from replaying after an interruption.
  13. Nuevas funciones

    • More control over cold-call practice: Set how a buyer picks up and responds to a cold call. Practice recognizes opener pauses, email stalls, and spoken refusals, with a chance to respond before a soft goodbye ends the call.
  14. Nuevas funciones

    • Six more call recording integrations: Fathom, Fireflies, Lightfield, Grain, Circleback, and Otter connections are now available in integration settings for importing and syncing call transcripts.
  15. Nuevas funciones

    • Create practice from recorded calls: Build a simulation from one or more recorded calls, or choose a transcript line and continue the conversation in a live practice session.
    • Control which calls are imported: Draft, preview, and publish call privacy rules using meeting details before a transcript is fetched. Calls excluded by those rules stay out of the Calls library.

    Mejoras

  16. Nuevas funciones

    • Use Quotain in Spanish: Spanish is now available across the platform interface, including practice, scorecards, analytics, and settings.
  17. Mejoras

  18. Nuevas funciones

  19. Nuevas funciones

  20. Nuevas funciones

    • Learning modules: Package roleplays and drills into learning modules, publish a version, and assign it with a due date. Learners follow the tasks while managers track attempts, pass requirements, and completion.
  21. Nuevas funciones

    • Nested teams and team leads: Organize people into teams and subteams. Team leads can coach and assign practice across their team branch, while observers get a read-only view of organization progress.
  22. Nuevas funciones

  23. Nuevas funciones

    • Practice streaks: Track consecutive practice days with a streak indicator and reminders to help keep a regular practice routine.
  24. Nuevas funciones

  25. Nuevas funciones

    • Grade real sales calls: Upload a recording or transcript, or import a call from a connected source. Review the transcript, recording, and scorecard together, and regrade using the rubric you choose.
  26. Nuevas funciones

    • An organization knowledge library: Keep approved documents and notes in a searchable library with file previews and original downloads. Scorecards can use this knowledge to check the accuracy of claims made in a call.
  27. Nuevas funciones

    • Quotain in Microsoft Teams: Connect your organization to use the Quotain assistant in Microsoft Teams and receive practice assignment notifications there.
  28. Nuevas funciones

  29. Nuevas funciones

  30. Nuevas funciones

    • Quotain in Slack: Connect a Slack workspace to talk with the Quotain assistant and manage practice assignments from chat.
  31. Nuevas funciones

  32. Nuevas funciones

    • Connect SharePoint: SharePoint now has its own connection panel in integration settings, so your team can connect its document source from the app.
  33. Nuevas funciones

  34. Nuevas funciones

    • Team readiness and coaching reports: Review your team's practice, readiness, and scorecard gaps in a shared reporting view. Open a rep's evidence and use the coaching queue to plan follow-up practice.
  35. Nuevas funciones

    • Replay practice call recordings: Practice calls now have audio recordings alongside their transcripts. Jump to a spoken moment, adjust playback speed, or download a recording for review.
  36. Mejoras

    • Choose the buyer's voice: Override the automatically selected buyer voice from the buyer editor. Preview supported voices before starting a practice call.
  37. Nuevas funciones

    • More sales methodologies for practice: Build practice around Challenger, Chris Voss, or Fanatical Prospecting, with buyer behavior and stage-specific grading aligned to the selected methodology.
    • Connect Gong for setup and research: Connect Gong from integration settings. Quotain's setup and in-app assistants can use Gong conversations alongside your other connected sources.
  38. Nuevas funciones

    • An assistant inside Quotain: Open the assistant beside your work to read and update organization context, buyers, and rubrics. Review proposed changes before applying them, with conversations saved across reloads.
    • Passkeys and two-factor sign-in: Register a passkey or enable an authenticator app from Security settings, then use it when signing in to Quotain.