July 3rd, 2026

The Agent Performance Heatmap is now easier to understand at a glance. Impact Type column headers now include helpful tooltip descriptions, giving managers quick context on what each coaching technique means and why it matters.
Heatmap cells now show clear performance labels such as Critical, Average, Good, or Excellent instead of raw percentages, making it faster to identify coaching opportunities without decoding the numbers manually.
Account activation and verification emails have been redesigned with AMC branding, improved layout, clearer messaging, and mobile-friendly templates. New users now receive a more polished onboarding experience with branded activation links and clearer verification code instructions.
Managers can now take action directly from the Compliance page. Flagged calls can be shared, marked as resolved, or rejected as false positives, helping teams track review progress and keep compliance workflows organized.
AMC now includes a dedicated alert notification service for delivering important coaching and compliance alerts. The service supports email notifications, alert templates, delivery tracking, and failed delivery handling.
AMC can now detect whether agents asked for referrals during calls and use that insight to support coaching workflows. Team leaders can be notified when agents ask β or fail to ask β for referrals, while agents can receive coaching reminders when a referral opportunity was missed.
New analytics foundations have been added to help identify underpriced policies and lowball pricing patterns at the agent level. This gives teams more visibility into pricing behavior and creates new opportunities for targeted coaching and revenue optimization.
This release includes improvements to CallGrid and Clarity webhook handling, including expanded call data support, full-cycle webhook processing, and user creation fixes. These updates make external call ingestion and integration flows more reliable.
General stability, database, integration, notification, and UI improvements across Command Center, Compliance, webhooks, email templates, and analytics workflows.