RepCue used to show everyone the same console. This release makes the product understand who you are and what you're accountable for.
Teams and the org chart
Create teams, assign a manager, add members, or push them from your identity provider. Any SCIM group that isn't admins, managers or reps now becomes a team with its memberships, so an IdP that already models your sales organisation configures RepCue's access control with no second setup.
Role-based read access
Every list (calls, deals, analytics, coaching, usage, search) is now scoped by role, and the server decides the scope:
- A rep sees their own calls and deals. Always, whatever the client asks for.
- A manager sees the teams they manage.
- An admin sees the organisation.
Fetching a single record that's out of scope returns 404 rather than 403, so a response can't confirm that a colleague's call exists.
Managers in organisations that haven't created teams yet keep org-wide access, so nothing goes dark on upgrade. Creating your first team is what switches it on.
Goals with real pacing
Set a target for a person, a team or the org, over a week, month or quarter. RepCue judges it against what should have been achieved by now, not against the raw total, so 40 of 100 calls is on track on day 15 and behind on day 27. Rate metrics like adoption expect the full target from day one, and talk ratio is scored inverted, because lower is better.
A goal with no underlying data reports unknown. It is never reported as behind: a rep who hasn't taken a call hasn't missed their number.
Deal risk and forecast
Open deals now carry a 0–100 risk score built from what actually happened on the calls: staleness, missing or overdue next steps, slipped close dates, thin discovery, single-threading, competitor mentions, recurring objections. Every point is traceable to a named reason.
Signals with no underlying data are omitted, not scored as zero: a deal with no calls isn't safe, it's unmeasured, and each score reports its confidence so you can tell the difference. There's also a weighted forecast by stage and close month.
Coaching that keeps its receipts
Managers can now review and override any scorecard dimension with a rationale. The AI's original scorecard is never modified (reading a call returns both), so coaching disagreement stays auditable and the model's calibration stays measurable.
Admins can define custom scorecard rubrics of up to twelve dimensions, assigned per team or as the org default.
Notifications and digests
In-app, email and Slack notifications across four categories (coaching, pipeline, system and billing) with per-person preferences and a daily or weekly digest. Muting a category silences it everywhere, recurring alerts fire once per period (enforced in the database, not in memory), and an empty digest is never sent.
Per-team policies, with a ratchet
Consent, recording, screen-share exclusion, language and live coach-alert thresholds can now differ per team. One rule is absolute: a team may make consent stricter but never looser. If the org turns recording off, no team can turn it back on.
Also in this release
- Custom vocabulary: product names, competitors and internal shorthand, applied to transcription and prompts.
- Global search across calls, deals, people and documents, scoped like everything else.
- Saved views (personal or shared) and scheduled reports delivered as CSV or a readable summary.
- Admin health summary: seats, pooled-hour burn, integration health, stale knowledge, webhook failures, latency and consent coverage. Any block that can't be computed reports nothing rather than a misleading zero.
- Read-only "view as": an admin can see the product as another user for 15 minutes. Mutations are refused at the authentication layer and every request is audited under both identities.
New documentation: Roles & permissions, Teams & org chart, Goals & targets, Coaching & scorecards, Deal risk & forecast, Notifications & digests, Per-team policies, Custom vocabulary, Saved views & reports.