Announcements

26R2.2 Release Notes Podcast

We’ve added an AI-generated podcast that walks you through the highlights of the 26R2.2 release (...)

iOS 27 and Updated Device Support

Vault CRM supports the iPadOS and iOS 27 releases on iPad and iPhone (...)

Performance Improvements for Agentic Text Monitoring

Following performance improvements for Agentic Text Monitoring in the 26R2.2 release, customers are encouraged to retest performance for compliance documents if in use (...)

Token Efficiency for Conversational AI (Early Adopter)

With the 26R2.2 release, Conversational AI (Early Adopter) token efficiency is improved by an average of 25 percent (...)

Microsoft Outlook Integration: Transition to Core System User by 26R2.2

All new Vault CRM instances provisioned after 26R1.0 automatically use the Core System User for Microsoft Outlook integrations (...)

Data Migration for Documented Interest

With the 26R2.2 release, historical Documented Interest call report data is automatically migrated into the new data model for call2_documented_interest__v (...)