🚀 What’s New in v2.13.0

🔎 Agent & Team Drill-Down for Revenue Optimization

Revenue Optimization now gives managers a deeper way to investigate referral opportunities and underpriced policy detections.

Managers can click into agent-level views to review the related calls, inspect call details, and open transcripts directly from the dashboard. Multi-agent and team-based views make it easier to compare performance, identify coaching patterns, and understand where revenue opportunities are being missed.

🏆 Team vs Team Revenue Performance

A new Team vs Team section has been added to Revenue Optimization, focused specifically on referral performance.

Managers can compare teams side by side using referral-specific metrics such as Ask Rate, Missed Opportunities, and Total Identified Opportunities. Detailed drill-down views also show agent-level performance within each team, helping leaders quickly spot top performers and coaching opportunities.

📊 Revenue Optimization Chart Improvements

The Referral Opportunities by Agent chart has been refined to make the most important insights easier to find.

Managers can now switch between views focused on agents with the most missed referral opportunities and agents with the most successful referral asks. This makes the chart more actionable for both coaching and recognition.

📈 Weekly Activity Reports with Revenue Metrics

Weekly Activity Reports now include additional revenue-focused metrics, giving teams more visibility into referral activity and underpriced policy trends.

This expands weekly reporting beyond activity and performance tracking, helping managers connect coaching insights with revenue optimization opportunities.

🛠️ Improvement Task Generation Restored

Weekly improvement task generation has been fixed and made more reliable.

The generation flow now handles external rate limits more safely, reducing missed task creation and helping ensure eligible agents continue receiving weekly coaching tasks on the homepage.

🧩 Integration & Data Mapping Improvements

Clarity processing now uses real external user IDs, improving user matching and integration accuracy.

Additional fixes improve agent matching, external ID handling, and call ownership behavior across customer environments.

🔧 Fixes & Improvements

General fixes and refinements across Revenue Optimization, transcript drawers, weekly task generation, notification/admin linkage workflows, monetization charts, and platform reliability.