Riva Meeting Intelligence 2026.3

Grace Wannapongsai
Grace Wannapongsai
  • Updated

Overview

This release introduces Riva Meeting Intelligence, a powerful new capability designed to turn client meetings into trusted, actionable intelligence. Captured automatically, compliant by design, and connected directly to Salesforce, this feature drives exceptional note-taking practices. It automatically captures conversations, summarizes outcomes and action items, and syncs them to where your teams already work, powering better follow-ups, performance improvements, and account planning.

Additionally, this release delivers significant platform updates, including platform branding, infrastructure modernization, integration updates, and backend reliability enhancements.

Release Notes / Hotfix Date
Release 2026.3.3 Jun 23, 2026
Release 2026.3.2 Jun 11, 2026
Release 2026.3.1 May 15, 2026

Release 2026.3.3 - Jun 23, 2026

  • New & Enhancements
    • Meeting owners can now edit generated meeting notes.
    • Riva AI now delivers even stronger relationship-focused insights.
    • Integrations are now available under Settings.
    • Meeting notes now include Next Steps and Decisions sections.
    • Meeting Notes layout has been refreshed.
  • Fixes
    • Fixed off-hours meeting note generation and access issues.

New & Enhancements

Editable Meeting Notes

Meeting owners can now edit generated meeting notes inline, making it easier to keep meeting content accurate after notes are created.

Edit generated notes inline
Update the Summary, Decisions, and Next Steps sections directly from the meeting notes page.

Edit_summary_26-3-3.png

Add new Decisions and Next Steps
Capture additional outcomes after the meeting by adding new Decisions and Next Steps to the generated notes.

Edit_meeting_notes-26-3-3.png

Stronger Relationship Insights from Riva AI

Riva AI now delivers more relationship-focused insights to help teams better understand client engagement, identify risks and opportunities, and follow through on meeting outcomes with greater confidence.

Experience Improvements

  • Integrations can now be found in Settings, making it easier to manage admin configuration in one place.

    Settings_integration_26-3-3.png
  • Meeting notes now include clearer sections, with Action Items renamed to Next Steps and a new Decisions section added to better capture outcomes.

    Meeting_note_details_26-3-3.png
  • The Meeting Notes layout has been refreshed for a cleaner, more consistent experience, with meeting details organized in a dedicated footer section.

    Meeting_notes_overveiw_26-3-3.png

Fixes

Off-Hours Meeting Notes

Fixed an issue where meeting notes were not consistently generated or accessible for meetings recorded outside standard business hours.


Release 2026.3.2 - Jun 9, 2026

  • New Features & Enhancements
    • Meetings can now sync follow-up tasks to Salesforce.
    • Added a new Integrations tab for Salesforce and Zoom.
    • Updated the Meeting Intelligence UI from four key analytics to three, and added meeting notes search and a shorter two-card notes layout in the Meeting Notes tab.

New Features & Enhancements

Bring Meeting Intelligence into Salesforce

Meeting Intelligence now supports a Salesforce connector that helps teams turn meeting insights into follow-up activity directly in Salesforce.

When a matching Salesforce contact is identified, Meeting Intelligence can create a Salesforce Task with relevant meeting details. The task appears in the contact’s Activity Timeline, helping teams track follow-ups directly in Salesforce.

Integration Updates

A new Integrations tab has been added to Meeting Intelligence, bringing Salesforce and Zoom setup into one central location.

From this tab, users can connect Salesforce and manage Zoom integration settings. Zoom-recorded meeting notes continue to be automatically processed and made available in the Meeting Intelligence hub, enabling EI capabilities without additional manual steps.

integrations_tab_2026-3-2.png

Updated Meeting Intelligence Experience

We’ve refreshed the Meeting Intelligence experience to make meeting insights easier to review, search, and scan.

  • The analytics view has been simplified from four key analytics to three following the removal of the Action Items tab and related dashboard. 
  • Meeting notes now include search capability and an updated shorter two-card layout, helping users find and review meeting content more efficiently.
Meeting_Notes_New_2026-3-2_ui copy.png

Release 2026.3.1 - May 15, 2026


New Features & Enhancements

AI Response Feedback

Users can now provide Thumbs Up / Thumbs Down feedback on all AI-generated responses in the web application.

Infrastructure & Security Improvements

  • Migrated environment variables
  • Migrated CDN domain to the new CDN infrastructure

Backend Improvements

  • Moved AI prompt logic to the backend to improve maintainability and consistency