June 2026 Releases

User Group Permissions for Handwritten Cards and Social Media Posts — You can now control which user groups are allowed to send, view, and report on handwritten cards, and which groups can schedule social media posts. Set these in your user group settings so each team only sees the tools that match their responsibilities.

User Groups content library permissions — Admins can now control which user groups can see pre-built HTML newsletters in the content library.

Send a Test from the Campaign Editor and Multi Email Scheduler — We've added a "Send a Test" button to the Content Calendar campaign editor and to the customize step of the Multi Email Scheduler. Preview exactly how your email lands in the inbox before it goes out to your audience.

Filter Email Report Stats by Tag — You can now filter email reporting by tag — on the campaign detail page and across the overview list rows. Narrow your results to the audience segments you care about when you review performance.

Read more about Custom Surveys here

Smarter Survey Responses and Previews — Survey responses and previews now show section headers, honor your show/hide rules, skip required fields inside hidden sections, and automatically clear answers when a section becomes hidden — so respondents only ever see and answer what applies to them.

Read more about Custom Surveys here

Auto-Assign Owners to New Opportunities — Opportunity board settings now include a Default Assignees picker. Admins can choose users to be automatically assigned to any new opportunity created on that board.

Save Survey Progress with Partial Submissions — Long surveys can now be submitted in parts. Turn on partial submission so respondents can save their progress and finish later. (Email must be a required field, and once enabled this option can't be turned off.)

Read more about Custom Surveys here

See Survey Activity Sooner on the Timeline — A contact's timeline now shows a card the moment a survey link is sent — not just when it's submitted. The card updates from "sent" to "responded" once the recipient completes it.

Read more about Contact Profiles here

Filter Campaign Reports by Contact Tag — You can now filter an email campaign report by contact tag, making it easy to see how a specific segment of your audience engaged with a campaign.

Read more about Custom Surveys here

Draft Survey Responses — Respondents can now save their progress and return to finish a custom survey later using the same survey link. Draft responses appear in your survey results so you can see who has started but not yet submitted.

Read more about Custom Surveys here

Show Survey or Form Name Toggle — A new toggle in custom survey and event registration settings controls whether the survey or form name is displayed at the top of the form respondents see.

Files Tab on Contact Profiles — Contact profiles now include a Files tab where you can upload, view, and download files associated with a contact. Each entry shows the file name, type, size, date added, and who uploaded it.

Read more about Contact Profiles here

Meeting Prep Agent — The Meeting Prep Agent automatically generates a pre-meeting brief for your contacts before a scheduled meeting. Each brief includes a quick summary of your relationship, key facts, relevant tags, and open opportunities — so you can walk into every conversation informed and ready.

Read more about Custom Surveys here

Advanced Tag Filtering on the Companies Page — The Companies page now supports the same advanced OR, AND, and NOT tag filtering already available on the People page. Open the filter drawer from the Companies tab to combine multiple tag criteria or exclude specific tags.

Richer Survey Report Exports — Survey response CSV exports now include additional contact columns — phone number, owner, connection-type users, and curated tags — across all four survey types (Satisfaction, Event Registration, Donation, and Custom).

Read more about Contact Profiles here

Edit Date-Based Key Facts In Place — Users can now edit date-based key facts (birthday, anniversary, wedding, financial review, and custom) directly — no need to delete and re-create. The edit modal opens from the existing pencil icon and lets you update the date and, for birthdays, the greeting name.

Read more about Contact Profiles here

File Request — Send a secure file-upload link to any contact using the {{File Request}} merge field in an email. The contact clicks the link, uploads files from their device, and the files appear in the contact's Files tab and activity timeline. Upload links expire after 30 days.

(Article pending merge — PR #472. The published URL will be assigned by HelpScout once merged; expect a /article/<N>-file-request path. Until then, refer to Contact Profiles for the Files tab where uploaded files appear.)

Schedule a Meeting — Unique Meeting Links — Each Teams or Google Meet booking now gets its own unique virtual meeting link — previously, users had to manually copy and paste a permanent link or send it separately for each appointment.

Read more about Custom Surveys here

Automation: Stage-Only Routing for Opportunity-Created Automations — Conditional branches in Opportunity-Created automations can now route by stage alone, without requiring a contact filter. Leave the contact filter empty to route all contacts whose opportunity lands in a given stage.

Meta Ads Integration — New Lead Notification Email — When a new lead arrives from a connected Meta campaign, Levitate sends a notification email to your account address — including the lead's name, contact details, and campaign. No setup required.

Spreadsheet Import — Row-Level Error Detail — After a contact import, Levitate surfaces a row-level error summary identifying which rows were skipped and why, so you can correct just those rows and re-upload.

Universal AI Assistant — Filter Contacts by Creation Date — Ask the assistant to find contacts created within a specific date range, combinable with other filters like tags, location, and last communication.

MCP Server — Contact Timeline — View a contact's full activity timeline — emails, notes, calls, key dates — through the MCP server.

MCP Server — Company Search — Search companies by name, tags, or other attributes using the companies_search tool, with full AND, OR, and EXCLUDE tag logic.

MCP Server — Contact Search Enhancements — The contacts_search MCP tool now supports filtering by contact creation date, matching the full capability of the in-app AI assistant.

Self-Service Shared Mailbox Setup — Users can now configure their shared mailbox connection directly in Settings → Profile without contacting Support. Once set up, a Send from dropdown appears in the campaign composer, letting you choose between your primary address and your shared mailbox on a per-campaign basis.

Email Campaign & Template MCP Tools — New MCP tools let you create, schedule, and manage email campaigns through any connected MCP client. Draft a campaign to an explicit contact list or a filtered audience, personalize with merge fields, and start from an existing template.