Release notes

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Engagement roadmap (Preview)

• Built on your sales process — the roadmap follows your org’s Opportunity stages and any stage guidance you’ve set up, and lays out AI-recommended steps for each stage until the deal closes.
• Start at any stage — click Start roadmap on the Secured a meeting? milestone at any time. You don’t need to finish Prospecting or hold a meeting first. Link an existing Opportunity and ShiftUp starts the roadmap from the deal’s current stage. ShiftUp never changes the Opportunity’s stage.
• Work each step with ShiftUp AI — every step shows its instructions and timing, calculated from your org’s Salesforce business calendar. Conversation starters and step-specific chats help you prepare, revise the step, or record what happened.
• You approve every outcome — tell ShiftUp AI what happened, and ShiftUp proposes the outcome, the effect on the deal, and the buyer’s response for you to approve. ShiftUp only prepares the next step after you approve.
• Close as Won or Lost — record the result in chat to close the roadmap. Completed steps stay readable.

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One stakeholder journey in Engage

• Ordered by what’s due — every stakeholder in outreach appears as a row, with overdue work first. The header counts stakeholders in outreach, overdue touches, and touches due today. With more than five stakeholders, the timeline groups into Overdue, Due today, Upcoming, Not started, and Done.
• Inline cadences — the selected stakeholder’s row expands to show their cadence. The current touch shows its full card, upcoming touches collapse into one line, and past touches move into Past outreach.
• New add-stakeholders picker — a two-pane picker shows each stakeholder’s research, including Why recommended, Best approach, and Pain points, before you click Add to outreach.
• Per-stakeholder Generate next 3 — Generate next 3 now adds touches for the selected stakeholder only.
• Link to Salesforce before sending — if a stakeholder isn’t linked to a Contact or Lead, Send Email explains why and offers Link to Salesforce.
• Guided walkthrough — a one-time tour of Prospecting launches the first time Engage has a usable draft. Click Take a tour to replay it.

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Pipeline agents

• Queue top-ups — the Runs step is now Review, set with one sentence: When I click Run or Each week, top up your pipeline to 10, 100, or 1,000 recommendations ready to review. Each run stops once the queue reaches that size. See How runs top up your queue.
• Overview card — a single overview card shows the agent’s state, how many recommendations are ready, live run progress, top-up settings, and last run details.
• Agent results — the review workspace and the Activity tab are replaced by one Agent results list. Switch between Recommendations and All results, save private filter sets, build filters in chat, and run bulk actions on the whole set or on checked rows.
• Exports — CSV, Executive Summary, and Full Data exports follow the current set. CSV exports include up to three saved stakeholders per row. See Export results.
• Larger uploads — uploaded lists can now be up to 100 MB.
• Strategy approvals follow Workspace filters — the Workspace Strategy approvals widget now applies the selected global filter’s account owner and industry criteria. See Strategy approvals and global filters.

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Seller Profile Files

• Add files at creation or later — attach up to 50 files on the Files card of the create form, and ShiftUp uses them when it generates the profile. You can add more later from the profile’s Files tab.
• Broad file support — PDF, Word, PowerPoint, text, Markdown, CSV, Excel, JPG, and PNG, up to 100 MB per file.
• Agent access status — the Agent access column on the Files tab shows whether each file is Available to Agents, Syncing, Not Synced, or an Unsupported File.
• Sync files — click Sync files to pick up files added or removed outside the Files tab, such as directly in Salesforce.

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Account Emails context provider

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Realistic previews for Custom Research

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Chat for Read Only users

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Strategy assignment notifications

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Meetings

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Communication style

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Reports and dashboards

• Engage status widget — the Engage Outreach section of the Adoption dashboard has a new Engage status widget that groups active strategies into No activity, Prospecting, and Engaged. It appears for every org.
• Standard Dashboard tab removed — ShiftUp Analytics now has two tabs, Pipeline and Adoption.

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Pipeline agents

• New creation wizard — creation now uses Focus, Plan, Sources, and Runs. Focus captures the starting idea and whether the agent should look for New, Existing, or Any customers. Plan is a ShiftUp-authored agent name, focus text, priority areas, and custom filters that you refine in natural language. Sources exposes independent checkboxes for Monitored accounts, Salesforce selection, Uploaded lists (CSV or XLSX), and Market discovery. Runs offers Standard, Expanded, Extensive, or Custom with independent controls for the recommendation target, company research limit, minimum quality grade, and review queue threshold. New agents no longer set a revenue goal.
• Company-centered review workspace — Overview and Activity share one table that groups by Company, Status, Account owner, Industry, Run, or None. Filter menus hide parents and choices without matches and show a matching-row count for each visible parent, respecting search and other filters.
• Quality grades A+ / A / B / C — candidate quality is presented as A+ (85%+), A (70–84%), B (50–69%), or C (below 50%). The underlying scores and thresholds are unchanged; API grade bands remain A/B/C/D so saved selections and integrations keep working.
• New decision brief — one shared surface for pending review, discovery history, and the original-candidate dialog. Overview pairs company facts with the complete suggested approach, timing, and people. A persistent contents menu opens Overview, Estimate & timing, Signals, Research & quality, and each saved person directly. Export PDF produces the full brief.
• Older agents load safely — agents whose saved configuration is missing a target mix load with Any customer focus; missing descriptions stay blank rather than blocking the list or detail view.
• List assistant for uploads — uploaded lists are cleaned by a list assistant that shows live progress and time left, previews the cleaned list with Download CSV, and lets you refine it in chat. You can change the Company, Website, and Site column roles and set Account matching. Saved lists reopen with their chat. See Clean an uploaded list with the list assistant.
• Simpler Sources step — sources are checkable tiles whose setup cards collapse to a summary with Change. A What this agent researches summary and one shared, optional Companies to skip section cover every source.
• Scoped sites and Account matching — each site, division, or region is a separate research target with explicit Account and parent matching. The activation dialog names the parent account it sets, activation shows Account Plan progress, and Account Plans link to parent and child plans within the same Seller Profile. See Scoped sites and Account matching.
• Advanced re-evaluation — Settings → Advanced re-evaluates the saved backlog, skipping cooldowns, refreshing recommendations and activated strategies, and retrying rejected candidates. See Re-evaluate the saved backlog.
• Strategy-owned quality grades — activated strategies own their grade, the pipeline Active row and strategy page show the same assessment, and every grade opens a breakdown popover. See Grades on activated strategies.
• Legacy strength display — when Enable Pipeline Agents is disabled, strategy lists, detail pages, and PDFs fall back to the released numeric Confidence percentage and the legacy strategy strength display.

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Salesforce standard email composer (Preview)

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CC recipients on email sends

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Strategy updates from chat

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Reports and dashboards

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Context providers

• Contains and Does not contain filters — CRM Context provider field filters have two new operators for text, text area, and single-select picklist fields. Matching is case-insensitive, and Does not contain also includes records whose field is empty. The operator dropdown only shows operators the selected field supports and resets to Equals when a field change makes the current choice invalid. See Field filters.

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Click-to-dial from stakeholder phone numbers

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Workspace

• Prospecting queue scope and sorting — the Prospecting queue widget and its drill-in now follow the workspace’s global Ownership and assignment filters, and both share a full sort menu: Recommended (the default due-priority order), Most recent, Account name, Strategy name, Value, and Confidence.
• Prospecting-led rep layout — reps’ default workspace now leads with the Prospecting queue: row 1 is Prospecting queue, Active strategies (hero), and Priority accounts; row 2 is ShiftUp coverage (hero) and Daily feed. Saved layouts aren’t migrated — click Reset to default to pick up the new arrangement.
• How ranking works — the Workspace page now explains how ShiftUp ranks your accounts: the three lenses, the signals behind a rank, and how fresh the ranking is. There’s also a new Customize your workspace how-to guide.

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Pipeline dashboard

• Per-card filters — the Active pipeline value and Total pipeline in ShiftUp accounts metric cards now expose filter popovers, including an exclude-closed-won toggle, an opportunity-created timeframe, and an only-after-account-linking toggle. See Pipeline dashboard for the full walkthrough.

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Engage

• Send Email without converting first — Send Email now works on stakeholders that aren’t yet linked to a Salesforce Contact or Lead. ShiftUp links the stakeholder in the background while the button shows Preparing email…, then opens the review dialog with the created or linked record as the recipient.
• Log calls and LinkedIn messages as Salesforce Tasks — when the Log ShiftUp non-email activities setting is enabled, call and LinkedIn steps you mark complete in Engage (and in cadences) are logged as completed Salesforce Tasks on the contact or lead. The setting is off by default. See Communications settings.

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Stakeholders

• Request Phone Number (Add-on) — ask ShiftUp to look up a phone number for a converted stakeholder from the side panel’s Actions tab. The lookup runs in the background and presents a picker when multiple numbers are found. See Request a stakeholder’s phone number.
• Phone-mismatch warning — when a stakeholder profile’s phone number differs from the linked Salesforce Contact’s, a warning icon appears next to the number with a tooltip explaining which number is shown.

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Chat

• Artifacts and exports — ask Chat to build slide decks and one-pager PDFs from your account and strategy data, review them right in the conversation, and export decks as .pptx and one-pagers as PDF. Decks include full speaker notes, Chat adds charts and infographics where the data supports them, and every asset carries your company branding. See Artifacts and exports.

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Pipeline agents

• Account owner in the pending queue — the pending candidates table now shows an Account owner column with a matching facet filter, owner-name search and sort, and a right-click Filter by Account owner action.
• Assignment on activation — the reworked activation dialog assigns each strategy to its account’s Salesforce owner by default (resolved live at activation), with fallbacks, an “everything to one user” option, and an admin-gated opt-in to also transfer account ownership. See Assignment on activation.

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Feed

• Create as Task — turn a feed item’s Suggested action into a Salesforce Task without leaving the feed. Set the title, description, due date, and related Account or Opportunity; the card keeps a private View task link back to the Task. See Create as Task.

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Account plans

• Bulk import from custom criteria — the Bulk Import wizard on a Seller Profile can now build an import from custom filter criteria (up to 5 filters) as an alternative to a Salesforce Report, with a 10,000-row cap for criteria runs. See Bulk Import.

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Branding

• Presentation deck branding — set the brand and accent colors for the slide decks Chat generates, and choose whether your logo appears on the title slide only or on every slide. See Presentation deck branding.
• Meeting assistant branding — brand the ShiftUp assistant that joins your customer meetings: set the display name shown in the participant list and upload the image used on the meeting tile. See Meeting assistant branding.

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Admin and setup

• Read Only persona — a new persona with read-only access to account plans and strategies; it cannot create, edit, share, refresh, or create tasks, and stacks with the Pipeline Agent Viewer permission set.
• Clearer App Settings — seven App Settings were renamed so each toggle’s label names its outcome (for example, Disable ShiftUp AI Chat and Bypass Activation Prompt), with defaults and descriptions updated to match. See App Settings.
• Admin-only custom research associations — a new ShiftUp Admin setting restricts custom research seller-profile associations to admins with Modify All on Seller Profile. See Set up custom research.

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Compliance and reliability

• SOC 2 certification — ShiftUp is now SOC 2 certified. Compliance documentation is available on the ShiftUp Trust Portal.
• Status portal — check whether ShiftUp services are online at the ShiftUp Status Portal.

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Pipeline agents

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Engage tab (preview)

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Workspace (preview)

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Custom Research is now generally available

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Personal Customization

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Stakeholder viewpoints

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ShiftUp Mobile

• Voice notes on account plans — Capture account notes hands-free.
• Dashboard widgets on mobile — The core dashboard widgets render on mobile.
• Reliable tab boot routing — Tabs restore to the last screen you were on.

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Strategies

• Request strategy — Ask ShiftUp to draft a new Sales Strategy on demand from an Account Plan’s Strategies tab. Once account intelligence is ready, click Request strategy and reply in Chat to pick one of the two suggested directions or supply your own — ShiftUp drafts the full strategy grounded in the plan’s intelligence. See Request a strategy.
• Bulk archive (New + Active) — The bulk archive action now appears for users with edit access. Multi-select strategies and archive them in one action; the Archived tab remains excluded.
• Bulk assign user (New + Active) — Multi-select strategies on both the New and Active tabs and reassign them to another user in one step. The assign dialog searches by name or email (2+ characters) and assigns them in one action; the Archived tab remains excluded.
• The Value column and value sort are now available on the Archived strategies tab (matching the Active and New tabs).

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Account plans

• Bulk-assign owner — Reassign the owner on multiple account plans from a multi-select on the account plan list, similar to strategies.
• Activity indicator moved — The activity indicator has moved off the company logo to a sticky-note icon pinned to the right of the plan name; long plan names now truncate cleanly. Hover over the icon in the list view to see note and meeting notetaker counts. Both refresh as notes and meeting links change.

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Account ownership change handling

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Support for Private Account OWD

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New admin control: Disable Account Access Sharing

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Account ownership change handling

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Bulk import (Admin)

• Read-only Import Jobs for non-admins — Team members can open the Import Jobs page on a Seller Profile and review job history, status, and failures without needing admin rights. Starting new imports and aborting active runs still require the Bulk Import Account Plans permission.

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Dashboards

• Multi-user filter — The user filter on the Pipeline and Adoption dashboards now supports multi-select.
• Total pipeline in ShiftUp accounts — Closed opportunities are now excluded from the “Total pipeline in ShiftUp accounts” metric.

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List view filters

• Multi-user Owner and Assignee filters — The Owner filter on account plans and the Assignee filter on strategies now match up to 20 users at once, (previously one user at a time).

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Custom Components

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Strategies

• Rename strategies — Edit a strategy’s name directly from the strategy overview using the pencil icon.
• Related open opportunities — The strategy overview now surfaces open opportunities on the related account so you can see what else is in flight.
• Auto-archive on close — Strategies are automatically archived when their linked opportunity is closed; archival reasons have been relabeled for clarity.
• Account strategy selector — From an opportunity record, users can select a ShiftUp strategy to link to the opportunity using the ShiftUp tab. Users can also view all strategies for that account from the ShiftUp tab.
• Value column on Active tab — The strategy Value column with sort are now available on the Active strategies tab.

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Feed Updates Now Generally Available

• Default to unread — The Feed now defaults to unread items, so you start with what needs attention.
• Notification content details — Feed cards now include the impact and suggested action — so you can act immediately on any updates.

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Journey Updates

• MEDDPICC scorecard and add-note tours — New guided tours walk sellers through completing the MEDDPICC scorecard and adding account notes.
• Deal Progression phase visible to all — The Deal Progression phase on the Your ShiftUp Journey timeline is now visible to every user.

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Integration user setup — New Integration License option

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Branded PDF exports

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Journey landing page

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Real-time update notifications and feed (beta)

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New Activity tab on Sales Strategies

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Context Console (Admin)

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Experience Enhancements

• The adoption dashboard now includes new widgets to indicate onboarding progress from the Journey page.
• The email composer window on the Stakeholder Actions tab now allows resizing or full-screen mode.
• Account and Strategy list views will now include the number of records displayed and the total number of records.
  
• Account and Strategy list views now include an Unviewed assigned to me filter, so you can jump straight to records that are assigned to you and haven’t been opened yet.

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Cross-sell strategies are now generally available

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Context Providers is now generally available

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Chat (Preview)

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Meetings (Beta)

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New activity tab on strategies

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Confidence score history (Beta)

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Add accounts to ShiftUp from the Salesforce Account record

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Improved adoption dashboard

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Email signatures on AI-generated emails

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Persistent view filters

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Real-time update notifications and feed (Beta)

• Master feed — Accessible from the left-hand menu, this view shows all updates across all Account Plans and Strategies in your organization.
  
• Salesforce bell notifications — Account Plan and Strategy owners receive alerts with a summary of what changed and a direct link to the updated record.
• Record feed — A new tab within each Account Plan or Strategy shows that record’s full update history.
• Master feed — Accessible from the left-hand menu, this view shows all updates across every Account Plan and Strategy in your organization.
• Filtering and search — Filter by type (Account Plan or Strategy updates), update category (Intelligence or Strategy), priority (High, Medium, Low), or search for a specific Account Plan.

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Mass archive strategies

1. Click Select at the top of your strategy display.
2. Check the boxes for the strategies you want to archive.
3. Click Archive and confirm your selection.

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ShiftUp adoption dashboards

• Plan and strategy velocity — Status and volume of your account plans and strategies, to determine which are being viewed and by whom.
• AI efficiency — Total number of AI-generated emails and call scripts, quantifying time savings.
• Stakeholder conversions — How effectively your team is converting key stakeholders.
• Favorites and high-value targets — Volume of Account Plans and Strategies being favorited across the company.

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Email and call enhancements

• Stand-alone call scripts — Generate call scripts outside of Cadences.
• Log calls directly — Use “Log Call Notes” to record calls into Salesforce without switching screens.
• Strategy activation prompt — A new prompt reminds users to activate strategies when generating emails or call scripts. This can be turned off in Admin settings.
• Salesforce email signatures — ShiftUp-generated emails now include your Salesforce email signature from Settings > Email > My Email Settings.
• Generate emails without an email address — Content is generated even when no email address is present, allowing you to obtain the address before sending.

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Sales engagement

• Stand-alone emails — Click “Generate Email Message” to create a draft you can tailor, copy, or send directly from ShiftUp. Sending records the activity on the contact or lead record.
• Cadence integration — Add stakeholders to cadences (they must be converted to a lead or contact first), then generate email or call scripts for each cadence step using “Generate with AI.”
• Context-aware content — Emails may reference previous calls by checking activity history on the contact or lead record.

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Account plan updates

• Account plan notes — Add context and insights that may not be available from external sources. Notes can now be entered before generating the initial plan through the Seller Profile “Manage Account” function.
• On-demand refresh — Request an immediate Account Plan refresh via the ellipsis menu. The default refresh is weekly (or daily for active accounts if configured by your admin).
• Automated owner synchronization — Automatically sync Salesforce Account Owners with ShiftUp Account Plans and Strategies. Enable this in ShiftUp Admin > Other Settings.

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Account plan and strategy list view improvements

• Display filter — New filter button for sorting, filtering (favorites, owned by me, assigned to me, unmonitored accounts), choosing display columns, and pinning the name column.
• Column sorting and filtering — Sort via the ellipsis on column headers; filter via the filter icon.
• Resizable columns — Drag separator bars to resize columns.
• Contextual shortcuts — Right-click on any row for quick actions like copying links, viewing details, or reassigning.

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AI sources cited

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Admin updates

• Push upgrades — ShiftUp now delivers automatic upgrades to the Salesforce Managed Application. View your version in ShiftUp Admin > Advanced Settings > Version Information. Push upgrades can be disabled if needed.
• Refresh frequency restriction — Restrict account plan refresh frequency controls to administrators only via ShiftUp Admin > Advanced Settings.

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Smarter, more concise AI-powered seller profiles

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Expanded seller permissions

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MEDDPICC support

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Account plan notes

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Link strategies to existing opportunities

• When activating - Click “Activate Strategy” and choose “Link to Existing Opportunity.”
• On active strategies — Use “Link to Opportunity” in the upper right of the strategy overview.
• To remove — Use the kebab menu and select “Unlink Opportunity.”

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Favorite strategies

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Lead and contact creation improvements

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Include all strategies in the account plan download

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Stakeholder email discovery enhancements

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Stakeholder to contact/lead conversion

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Account plan refreshes

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AI assisted seller profile generation

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Seller profile PDF export

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Improved search experience

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Sync the account plan and account owners