Riva Insight 2026.2 Release Notes

Curtis Massie
Curtis Massie
  • Updated

Riva Insight 2026.2: Which version do I have?

Riva Insight Cloud

The 2026.2 release will be rolled out to shared tenants on the following dates:

  • Preview channel (release):  April 29, 2026, after regular business hours
  • Live channel (pre-release): May 27, 2026, after regular business hours

You will have approximately four (4) weeks to test this release on the preview channel before it is rolled out to the live channel. 

Riva Insight On-Premises:  

  • Use the most recent 2025.2 release for all the latest hotfixes.
  • A new release of Insight On-premises using .NET8 is in the works (available summer 2026).

Windows Add-in (Legacy Outlook VSTO Plugin) Customer?

 

Email Tracking Now Included in Activity Capture

We’ve expanded our Activity Capture suite to include the new Email Tracking capability within Riva Insight, giving you a deeper view into how your emails perform directly from Outlook. 

With this feature, you can track key engagement signals such as email opens and link clicks, helping you better understand how recipients interact with your communications. These insights enable more timely and informed follow-ups, allowing you to refine your outreach and improve overall engagement effectiveness.

Insight Cloud WebApi Upgrade to .NET 8

Riva Insight WebApi has been upgraded to the Microsoft .NET 8 technology.  Riva Insight WebApi is the data layer of Riva Insight that communicates with the CRM platforms. This update improves performance, boosts security, and lays the groundwork for future enhancements, all working quietly behind the scenes to enhance your experience.

Key Benefits for End-Users

  • Improved Reliability: Fewer outages or disruptions mean users can count on the system being available when they need it.
  • Enhanced Security: Updates to underlying technology help protect user data and privacy, even if those updates are invisible.
  • Future Enhancements Delivered Faster: New features and updates roll out with minimal disruption, so users benefit sooner without waiting through long upgrade windows.

What to Expect

  • No changes to how you use the app.  Just better performance under the hood.

Insight Record Type-aware Layout Management 

This release adds Record Type– and User Profile–aware layouts for Salesforce CRM in Riva Insight. Layouts now dynamically adapt based on the user’s Salesforce profile and the selected record type, ensuring users see only the most relevant fields when creating, tracking, and reviewing records.

Admins can configure layouts by profile and record type directly in Riva Insight settings, closely aligning with Salesforce behaviour while reducing manual configuration and ongoing maintenance. This improves data accuracy, streamlines workflows, and supports scalable layout management across roles and business needs.

Learn more:

AI-Powered Features

This release introduces three new AI-powered features, along with meaningful enhancements to our existing AI feature, Contact Discovery. Together, these features help end users with day-to-day workflows by improving efficiency, reducing manual effort, and delivering more actionable insights directly in Insight.

Each AI feature is designed for a specific use case and integrates with your existing data and workflows, so you get a consistent, intuitive experience.

Below is a high-level overview of each feature. For full details, including key capabilities, user impact, limitations, and enablement, refer to the dedicated documentation page linked for each feature.

  • Voice Note Summary
    Automatically transcribes and summarizes voice notes to help end users quickly capture key meeting information and reduce manual note-taking. See full documentation here.

  • Riva for Agentforce
    Brings Agentforce AI capabilities into Riva Insight to help users streamline interactions and take faster, more informed actions. See full documentation here.

  • Contact Discovery
    Identifies and surfaces relevant contacts from existing data to help end users keep their data up to date. See full documentation here.

  • Email Recommendation
    Generates context-aware email reply suggestions to help end users respond faster and communicate more effectively. See full documentation here.

Bug Fixes and Other Enhancements

  • 20765 - Fixed an issue with LogRocket preventing Riva Insight from loading if blocked in the end-user firewall/proxy.
  • 20688 - Fixed an issue with loading Riva Sync configuration within Insight about page.
  • 20599 - Improved logging to remove duplicate logs.
  • 20555 - Improved properties inspector to include GRAPH item for faster diagnosis.
  • 20107 - Fixed an issue with loading user information where user lacks access to Salesforce profile object.
  • 20625 - Fixed an issue with GRAPH calls timing to prevent infinite loading in Related tab.
  • 20119 - Improved Insight logging for failures including GRAPH requests, Office.js runtime errors, initialization failures, view render, and consequent feature degradations.
  • 20418 - Improved detection of Office.js initialization to reduce instances where the related, track or actions tab appears empty.
  • 20419 - Fixed issue where the CRM card for a meeting series or occurrence is not displayed after changing the meeting schedule.
  • 20039 - Records that have been deleted from CRM can now be re-tracked. To enable, add "Feature.Track.AllowRetrackDeletedRecords" to the companysettings.xml configuration file.
  • 20415 - Added a retry to handle GRAPH API updates to a mailitem when an ErrorIrresolvableConflict error is encountered (item has changed since last retrieved).
  • 20416 - Added an exponential retry when a GRAPH API throttling limit (HTTP 429 - Too Many Requests) error is encountered.
  • 20374 - When logins are restricted in Salesforce, a more informative error message is now displayed.
  • 20394 - Fixed issue with the diagnostics health check returning null for WebApi.
  • 20030 - Updated the Sync Configuration diagnostic page to eliminate redundant information
  • 20030 - Reduced GRAPH API throttling limit (HTTP 429 - Too Many Requests) errors by reducing the number on concurrent GRAPH API calls.
  • 20030 - Added a retry when retrieving a mail item with GRAPH API returns a 404 error due to handle a bug encountered with the Microsoft GRAPH API.
  • 19694 - Improved error messages when encountering connectivity errors with the Enhance Track in CRM (TSS) data store.
  • 20402 - Improved encoding of Javascript in Riva Cloud Auth razor pages for consistency.
  • 20323 - Improved check for detecting compose mail items in Outlook to prevent displayReplyForm null errors from being logged.
  • 20323 - Added additional checks to wait for the Office API to load before making Office calls.
  • 20093 - Fixed the flow of the diagnostics health check to ensure the checks run in proper sequence.
  • 20092 - Fixed diagnostics health check to validated contact discovery service when supported instead of just enabled.
  • 20118 - Improved back-end logging for WebApi and Sales Engagement service calls.
  • 18922 - Improved Email Generation and Riva for Agentforce endpoint security.
  • 20345 - Addressed issue where Riva for Agentforce showed a blank screen when opened.
  • 20239 - Improved MSAL Auth handling for mailboxes with multiple accounts to ensure the GRAPH API calls are made using the correct context.
  • 19431 - Renamed Riva Copilot to Contact Discovery
  • 19612 - Ensured that subsequent calls for an access token when there is a Conditional Access Policy (CAP) claims challenge obtains a new token due to a MSAL bug that does not properly cache new tokens.
  • 19140 - An error will now be shown when the trackstate office custom property unexpectedly exceeds 2500 characters.
  • 20116 - Fixed issue with legacy track where a conflict with the server and client version of a mail item results in the server copy overwriting the client copy and reverting or removed the sync properties and categories on the mail item.
  • 19785 - Improved logging to better identify the flow and source of the issue.
  • 20111 - Addressed issue where the Windows Add-in version was not displayed correctly on the about page.
  • 20194 - Fixed issue where all client-side logs sent to the server were treated as warnings instead of the expected log level.
  • 20181 - Fixed issue Windows add-in not showing the disconnect from Salesforce option or connected status.
  • 19809 - Updated the health checks for Insight microservices to show the start time and uptime.
  • 20117 - Fixed an issue with the Windows Add-in that causes the track autosave draft to hang, and prevent tracking.
  • 19572 - Improved the warning for track when the corresponding sync configuration was missing (not enabled).
  • 19925 - Fixed the health check that showed a 500 error if the Insight application was not initialized first.
  • 19872 - Added the Riva Cloud Auth url to the diagnostics health check.
  • 19685 - Add a Sync Configuration diagnostics page to the about page to view the current sync configuration and allow for a forced reload of the syncconfiguration.
  • 19700 - Improved the handling and display of GRAPH API auth errors.
  • 18693 - Centralized static assets into a shared library to be used by the Insight and Insight auth services.
  • 19572 - Resolved an issue with that allows mail items to be tracked even though the corresponding sync configuration was missing (not enabled).
  • 18906 - Addressed issue when tracking an meeting as an attendee tries to close the mail item (the office API does not support automatically closing the api when an attendee).
  • 18361 - Updated Contact Discovery to not show create or update options for a contact if the user does not have create or update permissions.
  • 19575 - Removed check for Sales Engagement feature check when Sales Engagement is not enabled.
  • 19402 - Removed legacy code for Insight Bookings OnSend handlers.
  • 19399 - Reclassified loglines that were warnings but treated as errors.
  • 19385 - Improved the diagnostic health check for Enhanced Track in CRM to perform CRUD operations against the track state data store.
  • 19400 - Removed 'Sales Engagement Server Address' warning from logs as the server address now comes from Riva Cloud.
  • 19475 - Updated the StackExchange.Redis version to 2.10.1 for better performance with Valkey serverless.
  • 19225 - The cache duration for the user timezone has been extended to ensure it maintained longer than the local user cache.
  • 19278 - Fixed issue where the Insight Settings could not be accessed from Riva Cloud.
     

Post-release Bug Fixes and Enhancements

2026.2.0.563

  • todo

2026.2.0.547

  • todo

2026.2.0.545

  • todo