June 2026

June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

June updates let you filter Workflow enrollments by custom fields, control conversation reassignment by role, send AI Agent messages through RCS inboxes, export call records to CSV or TXT, and mention teammates in contact notes.

NEW

Target Contacts with Custom Field Filters in Workflows

Select any custom field your team has created and set the value you want to match. Salesmsg filters your enrollment list down to only the contacts that qualify so you can build more precise automations without manual list management or workarounds.

Start Your 14-Day Free Trial
June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

NEW

Target Contacts with Custom Field Filters in Workflows

Select any custom field your team has created and set the value you want to match. Salesmsg filters your enrollment list down to only the contacts that qualify so you can build more precise automations without manual list management or workarounds.

NEW

Lock Down Conversation Reassignment by Role

Control conversation reassignment at the role level. Lock down members so they can't cherry-pick leads or bypass round-robin rules, while managers and admins retain full reassignment control.

Start Your 14-Day Free Trial
June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

NEW

Lock Down Conversation Reassignment by Role

Control conversation reassignment at the role level. Lock down members so they can't cherry-pick leads or bypass round-robin rules, while managers and admins retain full reassignment control.

NEW

Send AI Agent Messages Through RCS Inboxes

Assign an RCS inbox to any AI Agent when creating or editing it and Salesmsg will automatically handle delivery, failing gracefully for contacts who are not RCS-capable so no execution gets stuck. Give your outreach a stronger first impression without additional configuration.

Start Your 14-Day Free Trial
June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

NEW

Send AI Agent Messages Through RCS Inboxes

Assign an RCS inbox to any AI Agent when creating or editing it and Salesmsg will automatically handle delivery, failing gracefully for contacts who are not RCS-capable so no execution gets stuck. Give your outreach a stronger first impression without additional configuration.

NEW

Download Your Call Records Instantly from the Calls Page

Pull a filtered or complete export of your call history including date, contact, agent, inbox, outcome, duration, recording URL, and more in one click. Analyze call performance, share records with your team, or feed the data into your reporting tools without any manual work.

Start Your 14-Day Free Trial
June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

NEW

Download Your Call Records Instantly from the Calls Page

Pull a filtered or complete export of your call history including date, contact, agent, inbox, outcome, duration, recording URL, and more in one click. Analyze call performance, share records with your team, or feed the data into your reporting tools without any manual work.

NEW

Mention Teammates Directly in Contact Notes

Tag teammates by name in any contact note and Salesmsg notifies them instantly. Keep your team's internal context organized and actionable right where the contact lives.

Start Your 14-Day Free Trial
June 2026 Salesmsg Product Updates: Lock Down Assignments, Export Call History, and Automate with Custom Fields

NEW

Mention Teammates Directly in Contact Notes

Tag teammates by name in any contact note and Salesmsg notifies them instantly. Keep your team's internal context organized and actionable right where the contact lives.

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