What's new

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New

• Copy a Decision Room link without sending the email (rolling out). Corporate mail filters — Microsoft Defender in particular — sometimes hold a share email back or rewrite its link, and you only hear about it when the prospect says “I never got it”. The room’s Share panel now has Copy share link: pick the person, click Create link, and paste the URL into Teams, LinkedIn, a calendar invite, or your own mail client. It’s the same per-person tracked link the email carries, so their views and replies still land on their engagement record. The email confirmation screen offers the link too. It’s their credential, so don’t open it yourself — Preview as prospect is the way to look at the room. Enabled workspace-by-workspace.
• A smoother first day, and an AI that can’t invent evidence. Fixes from a full QA pass of the new-account experience: the “verify your email” banner now clears itself the moment you return from your inbox (plus an “I’ve verified” button); accounts that never started a trial see “Start your free trial” instead of the wrongly alarming “your trial has ended”; typed or bookmarked links always open the page they name; Decision Room section navigation works properly with a keyboard and screen reader; and the disabled Share button now says in plain text what it’s waiting for (a buyer-side person with an email on the People tab). Two deeper ones: “Revise with AI” can no longer invent numbers — if it can’t improve your copy without adding figures you didn’t write, it refuses and leaves your text untouched, because a made-up statistic in front of a buyer is worse than no revision; and every Decision Room edit now lands in the audit log (plan items, people, ROI, welcome), so “who changed the room” is always answerable. Winter also sees more now: ask it about a deal and it knows who’s on the buying committee and what’s in the action plan.
• The notetaker knows when to show up, and tells you why it wouldn’t. Scheduling a bot by meeting link now has a Join at field — leave it empty and the bot joins the moment you click (right for a call already in progress); set a time and it arrives with everyone else. Previously every manually scheduled bot joined immediately, which could leave it expiring in an empty waiting room hours before the real meeting. Recurring meetings are also handled properly now: one bot per occurrence, so scheduling next week’s instance no longer stops this week’s from being recorded. And if your calendar is connected but auto-recording can’t run, the Integrations page now says exactly why — reconnect needed, auto-record off, consent step incomplete, or billing — instead of showing an empty Upcoming list. When everything’s healthy it shows a green line with when your calendar was last checked.
• The dashboard opens with signals, not a greeting. The top of Overview is now four clickable tiles — Waiting on you, Buyers active this week (with an up/down chip vs. the week before), Hottest right now, and Going cold — each one a direct path to the place you act on it. Buyers only, always: your own views and your colleagues’ never count. The funnel is renamed Engagement funnel (Sent → Opened → Engaged → Responded) and now follows one honesty rule: percentages appear only once a stage passes 20 — below that you get plain counts, because “1 of 1 = 100%” is noise wearing a percent sign. CTA clicks moved to the card’s footnote. The Needs-attention queue merges items about the same person into one story with one Reply button, spells durations like a human (“4 months”, never “3111h”), and moves backlog reminders (“28 trailers never shared”) to a quiet footer line so urgency stays urgent. Your plan badge lives at the right edge of the tab row now.
• View counts mean views now. “Someone opened your Decision Room” notifications — and every view, page-dwell, and completion metric — fire only after the visitor actually interacts with the page: moves the mouse, scrolls, touches, or presses a key. Before this, the security scanners that corporate email systems point at every link in a message were being counted as the prospect, so a seller could get an “opened” notification for an email still sitting in the recipient’s quarantine. If your view counts look lower after this change, that’s the noise leaving: the old numbers included scanners, the new numbers are people. An “opened” notification is now safe to act on — you can say “saw you had a look at the room” in a follow-up without any risk of being wrong. Engagement recorded before 2026-08-25 may still include scanner hits, especially any “first view” that arrived within a minute of you sending the link.
• Action plan templates. A Decision Room’s Mutual Action Plan starts empty, which meant retyping the same six steps for every deal — or shipping a room with no plan in it. Now you can pick a template at the top of the section, and its items are added to the plan: nothing already there is removed, including anything the buyer has already ticked off. The usual way to get one is Save this plan as a template — build a good plan in a real deal, then reuse it on the next. Due dates in a template are relative (“day 7”), counted from the day you apply it, so a template stays usable for a year instead of going stale, and applying one can never hand you an item that’s already overdue. Items can also carry no due date at all. Templates are shared with your whole workspace; anyone can create and apply one, while renaming or deleting is limited to whoever made it or an admin. Deleting a template never touches rooms built from it.
• Folders for your recordings. Trailers now has folders, and they’re shared with your whole workspace — file something once and the rest of the team sees it filed. Make one with + Folder in the toolbar, then use the folder dropdown to narrow the list; Unfiled shows everything in no folder, which is where everything starts. Each recording’s ⋮ menu has a Folder picker, and a recording lives in one folder at a time — this is filing, not tagging, so there’s never a question of which folder something is “really” in. Folders are flat by design: no folders inside folders, because a filing system you have to navigate isn’t saving you anything. Anyone in the workspace can create a folder and file into it; renaming or deleting one is limited to whoever made it or an admin. Deleting a folder never deletes recordings — they move back to Unfiled, and we tell you how many before you confirm and again after. Folders apply to recordings only, not to Library documents.
• Comment on a document while you’re reading it. Documents you send as a share link now carry a conversation, and it sits beside the pages rather than in a box underneath — a buyer opens the link, reads the document, and types the question at the moment it occurs to them instead of scrolling to the end to find somewhere to put it. No account, no login, the link is the credential, exactly as it already worked for questions on a trailer. (On a phone the conversation stacks under the document, where there’s room for it.) The box is already pointed at whichever page is on screen, so a comment is anchored to the page it was written on without anyone having to say so — “this indemnity clause” arrives attached to page 4 instead of you having to work out which clause; your reply carries the page back, so the buyer lands on page 4 to read it. Clicking the page on any comment jumps the document straight to it, from either side. Comments on Decision Room documents get the same treatment, and can now be left from the full-screen document viewer rather than only from the card. All of it lands in the same Conversations inbox as trailer questions and room messages — there is still no second inbox to watch — and you’re notified the way you are for any other prospect message. Threads stay private per recipient: every document link is minted per-recipient, so each reader has their own thread and never sees anyone else’s, including someone the link was forwarded to.
• Trailers now has a Deal tab and a Reusable tab. A trailer built from a specific call and a micro demo you send to everyone are two different things, and they were sharing one list — so you scrolled past one to find the other. Deal is the retrospective archive: trailers tied to the call and the deal they came from. Reusable is the library of things you record once and reuse — micro demos, product overviews, integration explainers, pricing walkthroughs. Existing trailers land on Deal; browser recordings made without a prospect attached land on Reusable. Anything in the wrong place moves with Move to Reusable / Move to Deal in its ⋮ menu — same recording, filed differently, nothing re-encoded.
• Record is a real button. Browser recording was buried behind a dropdown caret and a divider, which is a strange place to hide the fastest way to make a trailer. It’s now the primary action on the Reusable tab. The recorder still opens in its own tab so a screen share never captures TrailerCast’s interface — and if your browser blocks that tab, we now say so and offer to open the recorder in place. Previously you clicked Record and nothing happened, with no explanation.
• A list view, and duration on every card. Grid stays the default — a poster frame is how you recognise a video — but there’s now a List view for density, showing title, length, created date, creator, and status in a row. Cards show the trailer’s runtime as a badge. Your tab, sort, and view choice are remembered.

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Improved

• Your Decision Room’s documents look like the prospect’s now. The document cards that shipped for the buying committee — preview image, file type, page count, size — only ever reached the prospect’s side of the room. Open your own room and you still got a list of filenames with a Download button, which made it impossible to check what a document actually looks like to a customer without sending yourself the room link. Both sections now show the same grid, and View opens the document in a new tab exactly as the prospect gets it. Your own reads don’t count as their engagement — skimming your own pricing deck will never show up as the customer reading it. Download, edit, the visibility eye, and delete are all unchanged. View appears only where a document can be opened: Word, PowerPoint, Excel and ZIP still offer download only, and a document you’ve hidden (or one in a section you’ve switched off) says why instead of opening a dead page.
• Search, filters, and sort now see your whole trailer list. They used to filter only the trailers already loaded on the page, which meant that on a list of 200, searching simply could not find number 51 — it looked like the trailer didn’t exist. Every filter now runs against the full list, the header states how many matched (“Showing 50 of 214”) instead of implying the first page is everything, and Load more brings in the rest. There’s also a proper sort control: newest, oldest, recently updated, name, and longest/shortest.
• Better resting frames on thumbnails. A trailer’s thumbnail now rests on a frame chosen from the video’s own content instead of one picked at random from the trailer’s ID, so the grid is easier to scan. Hover-to-scrub is unchanged. Trailers made before this keep their existing frame until they’re next processed.
• The Trailers page stopped calling itself a library. Its heading read “Trailer Library” while a separate Library sits in the sidebar for decks and PDFs — enough of a collision that answering a question about “the library” meant asking which one you meant first. The heading is now just Trailers. The sidebar item never changed.

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Fixed

• Reading your own room document can no longer land on the customer’s engagement record. When you hit View on a document in your own Decision Room, we said your read wouldn’t count as prospect engagement — and on your screen it didn’t. But the link behind that button was the prospect’s link with a marker on the end, and the marker was the only thing keeping your reading time, page attention, and completion off their record. Copy that link, send it to a colleague, or trim the end of the URL, and your team’s reading started showing up as the buying committee’s. View now opens an internal link — a genuinely different kind of link, whose reads are stored somewhere buyer analytics cannot see. There is no longer a URL you can mistype into contaminating a deal’s numbers. Internal links to a room document follow the room’s own access rules: the room’s owner, anyone invited to it as a collaborator, or an admin at your company — a rep who can’t open the room can’t mint a link into it.
• Overdue action-plan reminders now open the plan. The “action plan item overdue” email and notification pointed at a page that doesn’t exist, so clicking one dropped you on the Dashboard and left you to find the room yourself. They now open the room’s Mutual Action Plan. The same reminders also mislabelled who owned the item — everything read as “your side”, including the items the buyer owes you, which are the ones worth chasing. Fixed.
• A link to a room or a call opens the room or the call. Opening a Decision Room or call link in a fresh tab — from an email, a notification, or a bookmark — dropped you on the Dashboard instead. Refreshing that same page worked, which made it look intermittent rather than broken. Links now land where they point, whether the tab was already open or not.
• The conversation stays put while you read. On a shared trailer, the conversation panel beside the video scrolled away with the page instead of staying in view, so answering a question meant scrolling back up to find where to type. It now stays pinned as you read.
• “Preview as prospect” no longer reads as the prospect. Checking your own Decision Room with Preview as prospect opened it on a live stakeholder’s link whenever the room had already been shared — so your look around the room landed on their record. Opening the room marked them as having opened it. Reading a document added your reading time, page attention, and completion to theirs. Playing the trailer added your watch time to their heat-map. A rep skimming their own pricing deck could then read “four minutes on page 3” about themselves. The preview now opens on a link belonging to you, so nothing done inside it can touch a buyer’s numbers — and that holds if you copy the URL or send it to a colleague, because the protection is in the link rather than in the page. Two visible consequences, both intended: the preview shows the room as a new recipient sees it, so per-person section visibility set for a named stakeholder doesn’t apply to it, and a document the prospect uploaded isn’t badged “Uploaded by you”. A preview now leaves no trace at all: it isn’t a room view, it doesn’t move “last opened”, it doesn’t reach the activity feed, it doesn’t notify you that someone opened your room, and it adds no watch time if you press play. Previewing isn’t an event. The preview link is never reused as a real share link either, so if you do share the room with your own address, that one is ordinary and tracked.

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New

• Decision Room documents are read in the room now. Every document in a Buyer Space shows as a card with a page-1 preview and a page count, and View opens it in place — no download, no login, nothing for the buying committee to install. A downloaded document disappears from your view the moment it lands in someone’s Downloads folder; a document read in the room reports opens, total reading time, completion, and which pages held attention — attributed to that specific document, even though the whole room sits behind one link. Downloads are still tracked as their own signal (the file is being circulated internally). Pages are pre-rendered at upload so page one appears immediately, and a text layer ships alongside for screen readers; a large upload may briefly show a “preparing pages” state and stays viewable throughout. Word, PowerPoint, Excel, and ZIP files can’t be rendered as pages and continue to offer download only. Documents attached from the Sales Library reuse the Library’s existing rendering and preview rather than re-rendering per room.
• Prospects can comment on a specific document. A buyer can leave a comment right on a document card — no account required. It lands in the same conversation thread as everything else in the room, tagged with the document it’s about, so you read and reply in Conversations instead of watching a second inbox. Threads stay private per recipient: a stakeholder who was forwarded the room gets their own thread and never sees anyone else’s.

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Improved

• Shared documents open fast, as their own page. Clicking View on a document now opens it in a new tab at its own permanent, copy-pasteable URL, and it renders immediately instead of making the recipient wait for the whole file to download. Under the hood we now pre-render each PDF page to an image when the document is uploaded, so the viewer shows page one as soon as it arrives rather than shipping a PDF engine to the reader’s browser. Page-by-page attention tracking is unchanged, and the page carries a text layer so screen readers can read it. Very large documents briefly show a “preparing” state right after upload while pages render, and stay viewable the whole time. Word, PowerPoint, and Excel files can’t be rendered as pages and continue to offer download instead.

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Fixed

• Hiding a document from a prospect now hides it everywhere. Marking an individual document hidden removed it from the prospect’s Documents list, but someone who already had its direct download link could still pull the file. Hidden documents are now unreadable and undownloadable from the prospect side, matching what the toggle always implied.

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New

• Share documents like you share trailers. Any Sales Library asset can now be sent to a buyer as a per-recipient tracked link — hit Share on the asset, enter their name and email, and they get a branded page that renders the document in the browser, no login and no forced download. You see opens, time spent, per-page attention, completion, and downloads per recipient, in the same engagement views as trailer activity. A download is tracked as its own signal: it means the document is moving around on the buyer’s side. Links support optional expiry, download on/off, and version pinning — by default a link always serves the latest version of the asset, so updating a one-pager updates every link you’ve already sent; pin it if you need a link frozen in time. First opens and downloads notify you like trailer views do (configurable in Notification preferences), and every link can be revoked from the asset’s link list.

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New

• Internal share links. Share a trailer or Decision Room with a colleague who doesn’t have a TrailerCast seat — “Share internally” on the trailer’s action bar and the room’s Share panel. Internal viewers see things buyers never do (the AI’s per-clip reasoning; internal-only plan items), links expire after 14 days by default and can be revoked anytime, and internal views never count toward buyer engagement or deal-health metrics. Amber INTERNAL badges throughout so nobody sends the wrong link to a prospect.
• Preview Library assets without downloading. PDFs, images, video, and audio in the Sales Library now open in a full-screen viewer right inside TrailerCast — hit Preview on any asset (or View on a specific version). Office documents still download, since browsers can’t render them natively.
• One recording, two lives. The Reclassify modal now has a “Keep the current version too” checkbox: instead of converting a recording from one type to another, it creates a second card of the new type from the same recording. A product walkthrough that doubled as a team sync can now exist as both a Demo (with its trailer) and a Meeting (with its summary) — each with its own artifacts, transcript shared, nothing re-recorded or re-transcribed.
• Pick the call type when you schedule a bot. “Schedule a bot on a meeting” now asks upfront whether it’s a Qualifying Call, a Demo, or a Meeting — instead of always landing as a qualifying call you’d flip afterwards. The choice also sets the recording layout (demos record speaker view for clean trailer cuts; everything else records gallery view), and explicitly-chosen types skip the “confirm this call’s type” reminder.
• Custom clips grew up: 5 minutes per clip, 30 minutes per trailer. Build-your-own-trailer clips were capped at 2 minutes; now each clip can run up to 5 minutes and a trailer up to 30 minutes of selected content. Every limit message states the actual number, and AI suggestions that run long are trimmed with a notice instead of silently.
• Slide text now steers around your template artwork. If you’ve uploaded custom slide backgrounds without defining text zones, TrailerCast now detects where your design already has content (logo, tagline) and places names, titles, and contact details in the clearest area — instead of stamping them over your artwork. Long names and accented French text auto-shrink to fit rather than overflowing. Explicit text zones, where you’ve set them, are untouched.
• Smoother slide motion. The subtle push/drift on slides now eases into rest instead of moving linearly — small change, noticeably more polished.
• The AI now explains its editing. On the clip-selection screen, every suggested moment shows why it was picked — the AI’s written rationale, a 0–100 persuasive-impact score, and a DEAL MOMENT chip on exchanges where an objection lands, pricing math clicks, or the prospect signals intent. You still decide what makes the cut.
• Narration that watched the call (rolling out). Clip intros are now written by AI from what actually happens in each clip — “watch them do the pricing math out loud” instead of “next, let’s look at pricing.” Spoken in your cloned voice, with delivery that leans in on deal moments and stays steady elsewhere. Enabled workspace-by-workspace; until then narration keeps the previous style.
• Fix one narration line without redoing the trailer. Every chapter row now has a ↻ Narration button: tell the AI how to rewrite that clip’s intro (“shorter”, “lead with the ROI math”) and the trailer re-renders with everything else untouched. Appears on trailers built from today onward.
• Cleaner call audio (rolling out) — background noise and uneven mic levels are scrubbed from the clips that make it into your trailer. Automatic when enabled for your workspace.
• Coaching (rolling out) — a whistle-icon sidebar tab answering “how is this person selling?”: your talk ratio with trend, longest monologue, and question rate, computed from your recorded calls — plus QBR Briefs as its second sub-tab. On bot-recorded calls you’re identified automatically by name; older calls ask once (“which speaker is you?”) and fix the call page’s labels at the same time. If you don’t see Coaching yet, it isn’t enabled for your workspace — QBR Briefs stay under Dashboards meanwhile.
• A real profile menu. Your avatar now opens a proper dropdown: profile, password & security, notifications, a light/dark toggle, sign out — and for admins, direct links to Team & permissions, Billing, and Workspace settings. Your signed-in email is finally visible (profile menu header and Profile page).
• Company-wide two-factor authentication. Admins can require 2FA for everyone (Security & Permissions). Teammates without it get a guided enrollment screen at next sign-in. Personal setup lives under avatar → Password & security, backup codes included.
• Sign out everywhere. One click (Password & security) revokes your sessions on every device within a minute — for the lost-laptop day.

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Improved

• Conversations moved to the top ribbon. The prospect-threads inbox is now the speech-bubble icon next to notifications, with an unread badge — one less sidebar item, and it’s visible from every page.
• Real names on talking timelines. Bot-recorded calls (including past ones) now label speakers with actual participant names from the meeting platform instead of “Speaker 0 / Speaker 1”.
• Meetings and discovery calls record in gallery view so everyone on the call is visible in the recording. Demo recordings stay speaker view — that’s what your trailers are cut from.
• Dark mode, actually dark. The top bar, search, menus, Library, Coaching, QBR Briefs, and the Impact dashboard all follow your theme now instead of staying white — and text stays legible throughout.

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Fixed

• Build-your-own trailers keep the full call intelligence. Hand-picked custom trailers were losing the Highlights tab, the benefit line on transition slides, DEAL MOMENT chips, and presenter names on the talking timeline. Now a picked clip that overlaps a moment the AI already analyzed inherits that analysis, brand-new territory gets analyzed fresh, and presenter names always resolve from the source recording. Custom trailers built before this fix pick everything up on their next rebuild.
• Decision Rooms no longer need a trailer first. You can create, preview, and share a Decision Room from the moment it exists — the trailer section shows a clear empty state until one is attached, and links you’ve already sent start serving the trailer automatically once it’s added. The old “Add a trailer before previewing” error is gone.
• Captions are back on rebuilt and custom trailers. Trailers made with “Rebuild as a new trailer” or “Build your own trailer” were shipping with no burned-in captions — the new trailer wasn’t inheriting the original recording’s transcript, and captions are generated from it. Normal AI-built trailers were unaffected. New rebuilds are correct; a trailer built before this fix picks the captions up the next time it’s rebuilt.
• Rebuilds now show up immediately. Rebuilding a trailer (or regenerating one clip’s narration) could leave you watching the previous version — the new video was rendered and saved correctly, but aggressive caching kept serving the old one, which also made chapter markers and the timeline land in the wrong places. Every rebuild now gets a brand-new video address, so what you see is always the version you just built. A new safety check also verifies every trailer’s slides, chapters, and duration line up before it’s marked ready — a broken build now fails visibly instead of shipping quietly.
• A failed rebuild no longer buries a working trailer. If a rebuild errors out mid-way, your trailer now stays exactly as it was — playable, shareable, listed as ready — instead of showing “failed” while the previous version was actually fine.
• Long-call summaries no longer vanish. Summaries of long meetings (up to ~2 hours) were silently failing and rendering empty topic lists; they’re now schema-enforced, and a failed summary shows a retry state instead of pretending there was nothing to say.

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New

• QBR Briefs — auto-generated quarterly business review prep, per rep. New QBR Briefs tab in the left sidebar. Sellers pick a date range (last 30/60/90 days or 6 months — or custom), click Generate, and get an eight-section AI-synthesized rollup of every closed-won, closed-lost, and in-pipeline deal in the window: quarter stats, wins with transferable lessons, losses with honest reasons, active pipeline by stage, at-risk deals with rescue plans, patterns across deals, conversational talking points, and the manager’s likely hard questions with preempts. Read it in the detail view, present from it during the meeting via the Presenter mode (full-screen click-through, arrow-key navigation), or export to PDF. Cached and re-generatable. Saves a typical seller 2-4 hours of QBR prep per quarter.
• Cross-rep access for admins. Managers / admins can read any teammate’s QBR brief in their company (audit-logged) without the rep having to email it. Useful for pre-meeting context or coaching prep.
• Per-section edits survive regeneration. Sellers can hand-edit any AI-generated section; edits live in a separate overrides_json field and are merged at read time. Re-running the brief after adding new deals doesn’t trash manual corrections.

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Coming next

• Manager team rollup — same brief shape, but aggregating N reps into one team brief. Designed; building when first asked.
• Auto-generation on quarter-close — Q1/Q2/Q3/Q4 cron + email-the-rep notification.
• Slide export (PowerPoint / Google Slides). Hold for now — early testers say Presenter mode is more useful than slides.

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New

• Sales Library — a new top-level Library phase in the left sidebar. Company-wide pool of reusable sales assets (decks, PDFs, case studies, pricing, security questionnaires, legal templates, battlecards, one-pagers). Admins upload + curate; every rep can browse and attach assets to any Decision Room with one click. Eight asset types, free-form tags, full-text search. Distinct from the “Trailers” phase (which is the per-rep list of trailer videos).
• Versioning + always-latest by default. When marketing uploads a new version of the pricing deck, every Decision Room using it sees the new version on next download — no re-attach needed. Reps who want a specific version sticky can pin when attaching; the Documents tab shows a “Library · v2” badge on pinned rows vs “From Library” on always-latest rows.
• Suggested for this Space. When a rep clicks “Browse Library” inside a Decision Room, the modal pins the top 3-5 most relevant assets at the top, ranked by Postgres full-text search against the Space’s discovery + prospect industry. No AI call, no cost, deterministic.
• Visibility gating. Admins can mark an asset “Admins only” at upload — hidden from members in browse + the Browse modal.
• Version history on every asset. Detail panel shows every uploaded version with change notes + uploader; admins can download any historical version.

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Coming next (still on the radar)

• AI-ranked suggestions — shipped same day, see the entry above.
• Per-asset comments / approvals — internal team threading on the asset itself (“Marketing, can you update slide 12?”). V3.
• Engagement aggregation across Spaces — “this deck has been viewed 47 times in 12 Spaces, here’s the avg time-on-page”. V3.

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New

• Record a trailer directly in TrailerCast. No more Zoom-and-export, no more Loom. From the Trailers page → + New trailer ▾ → Record new trailer. Three layouts: screen + camera (picture-in-picture), screen only, or camera only. Up to 15 minutes per recording (soft warning at 10 minutes, auto-stop at 15). Lands as a normal trailer in your library, ready to attach to Decision Rooms, share via per-recipient links, and track engagement on. Skips the AI pipeline so it’s instantly available — recording IS the final trailer. Desktop browsers only (Chrome, Edge, Firefox, Safari); iOS doesn’t support browser screen capture.

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Coming next (designed, building incrementally)

• Per-prospect personalization layer. Record a short webcam intro and stick it on top of an existing trailer for one specific stakeholder. Different intro for the IT lead, the CFO, the CISO. Tracked per-recipient, your consensus play.
• Branded intro/outro auto-composition for recorded clips. Reuses TrailerCast’s existing slide pipeline + voice cloning narration to wrap your recordings with your brand without you doing anything.
• Playlist composition. Drag-drop multiple clips into a single branded, narrated sequence.

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New

• AI picks for this deal (opt-in). When a rep clicks “Browse Library” inside a Decision Room, the modal includes an “Ask AI to rank” button. Click it once and the AI reads the Space’s full context (prospect industry, discovery summary, welcome message, stakeholders, most recent linked demo’s call summary) and ranks the library against THIS specific deal — each pick with a one-sentence reasoning (“Recommended because Acme is in healthcare and asked for HIPAA evidence — this is the ProHealth case study”). Result is cached per Space, so repeat opens of the same Space’s modal render the ranking instantly without re-running the model. A “Refresh” button lets the rep re-run after adding discovery context. Postgres full-text search still runs in the “Other matches” section.
• TrailerCast logo on docs.trailercast.io. Replaces the Mintlify default with our purple-target mark + wordmark in the top-left. Light + dark variants. Favicon also branded.

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New

• eSignature tracking — DocuSign V1. TrailerCast now watches contracts signed externally via DocuSign Connect. Paste an envelope ID into the Buyer Space Documents tab and you’ll see real-time engagement: who viewed when, “X hours since first view, not yet signed”, per-recipient signature status, and a full event audit log. When the envelope completes, the Space auto-flips to Won and the Sales Handoff Brief auto-fires for the implementation team. Setup is one-time (admin-only): Settings → Integrations → eSignature tracking → paste the HMAC secret from DocuSign Admin → Connect.
• Per-vendor adapter pattern. Backend is structured so PandaDoc / HelloSign / Adobe Sign drop in against the same schema. DocuSign first because it’s ~70% of B2B eSign volume + has the most mature webhook system.

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Coming next

• PandaDoc / HelloSign / Adobe Sign adapters — same engagement UI, different vendor wiring. ~2-3 days each once we have a customer asking.
• OAuth-connected DocuSign — auto-discover envelopes instead of pasting envelope IDs. V2.

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New

• Sales Handoff Brief — a new internal-only tab inside every Buyer Space. One click compresses every linked recording, the People ledger, MAP commitments, and ROI inputs into a structured one-page brief the implementation team can read in 90 seconds. Built specifically for the moment a deal closes and you’re handing the customer to onboarding or CS. Generate from Buyer Space → Handoff Brief → Generate brief. Regenerate any time. The brief is stored, so re-opening the tab is instant. Download PDF button exports the brief as a Letter-format printable for emailing the implementation team or attaching to a CRM record. See Buyer Spaces → Sales Handoff Brief for the full field list.

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Coming next

• eSignature tracking (DocuSign first) — webhook-based engagement tracking for contracts signed externally. When an envelope completes, the Buyer Space auto-flips to “Won” and the Handoff Brief auto-fires. Designed and spec’d; build starts now.

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New

• Color-coded chapter strip on every video. Hover to see what’s in each segment, click to jump there. Works on call detail, demo trailer review, and the prospect-facing share page.
• Active-segment highlighting — as the video plays, the current chapter lights up so you always know where you are.
• Keyboard shortcuts [ and ] to jump between chapters without touching the mouse.
• Comments tab on every demo and call detail page. Internal-only team discussion with @mention autocomplete. Mentioned teammates get a notification.
• Comments count badge on the tab so you can see at a glance whether teammates have weighed in.
• Ask Winter on every recording. A dedicated tab in the right rail of every call and demo page — Winter’s grounded specifically on that recording’s transcript and AI summary, so you can ask “what were the main objections?” without spelling out which call.
• Conversations persist in the per-recording Ask Winter tab — switch tabs, refresh the page, your Q&A history stays.
• Help menu in the top bar (the ? icon next to your profile). Deep-links to the docs page about whichever screen you’re on.

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Improved

• AI Personalization now powers every output. When you fill out the form in Settings → AI Personalization, every AI feature (moment selection, summaries, deal briefs, follow-up drafts, Ask Winter) grounds its output in your industry, ICP, value props, and pain points. Previously only moment selection used this context.
• Trailer review surface widened. More room for the video, cleaner layout edge-to-edge.
• Demo trailer right rail rebuilt with four tabs (Engagement, Highlights, Comments, Ask Winter) so prospect threads, AI summaries, internal team chat, and AI Q&A all live in one panel.

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Fixed

• “Watch full segment” pill now jumps to the START of the highlighted clip in the source recording (was incorrectly jumping to the end). You actually see the segment now, not what came after.
• Meeting summaries are generating again — there was a quiet failure where some meeting recordings ended up with no AI summary attached. All new meeting recordings get summaries; existing ones can be regenerated by reclassifying them.