What's new

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Fixed

• A deal you marked Lost no longer shows up as your hottest deal. If you closed a Decision Room as Won or Lost, the Overview could keep naming its buyer under Hottest right now, counting them in Buyers active this week, and holding their thread in Waiting on you for as long as the seven-day windows lasted. That happened whenever the trailer had been shared from the Trailers screen rather than from inside the room. One rule now applies across the Overview, Deal cycle’s Hot this week and the Team tab’s waiting-on-you column: a deal marked Won or Lost drops off every “act now” surface. Your history is untouched; the Engagement funnel, the Buyer activity feed and Top performing still count what happened.
• Waiting on you stops counting dead threads. A prospect message with no reply for more than 90 days is no longer “waiting on you”: it drops off the tile and the “thread stale” line, matching the Team tab and the Conversations inbox, which already stopped at 90 days. The inbox already stopped listing threads that old.
• The Impact tab now counts Decision Room outcomes. Marking a room Won or Lost shows up in Impact’s won / lost counts and win rate from the close date. Before, only trailers marked by hand or by CRM counted, so a room you had just closed left the tab saying no outcomes were tracked.
• “Trailers recorded but never shared” counts trailers only. The footer line under Needs attention was counting every full call recording (meetings and qualifying calls) as an unshared trailer, so it could read “28 trailers never shared” when seven of them were trailers. Call recordings are kept, not sent, and no longer count. Trailers for deals already marked Won or Lost are left out too.
• Going cold and Pipeline health see trailer watches. A room whose trailer was watched yesterday could read as “going cold”, and Pipeline health could score it with zero watch time, because only visits to the room itself were being counted. Trailer views now count as room activity in both places.

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New

• When a lost deal comes back, you hear about it. If a buyer opens a trailer, visits the room, downloads a document or messages you after you marked the room Lost, that is the one closed-deal signal worth your attention. Needs attention shows “KwattWorks came back after you marked it lost” with a Take a look action that opens the room’s engagement view, and if they keep watching, Hottest right now says “marked lost 2d ago, still watching” rather than pretending the deal is open. Set the room’s outcome back to Open to put it back in your pipeline. Won rooms never resurface this way: a customer watching is success, not pipeline.

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New

• Trailers and full recordings, side by side in a Decision Room. A room could always hold a full call recording as well as a produced trailer, but the seller’s Demos section only listed trailers, so a call you added looked like it never arrived, and the prospect’s view didn’t say which was which. The room’s Demos section now groups its videos under Trailers (short cuts of the highlights) and Full recordings (the complete call, unedited), with a badge and the running time on every tile. Your prospect sees the same grouping: each tab carries a Trailer or Full recording chip, and a line above the player says what they’re about to watch and how long it runs. Nothing changes about what plays; it’s about being clear which is the two-minute cut and which is the forty-minute conversation.

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Changed

• One notetaker per meeting, even when several of you are invited. If two or three people from your workspace were on the same customer call with auto-scheduling on, each of their calendars scheduled its own notetaker, so two or three bots asked to join the meeting (and often one of them failed at the door). Now, when the organizer is a teammate who auto-records, their notetaker is the only one that joins and the recording lands on their account; if the organizer can’t auto-record, the first eligible teammate’s notetaker takes it instead. Teammates won’t see that meeting under their own Calls → Upcoming, which is expected: the organizer has the recording, and admins can reach it through the team library. Hitting Don’t record on a meeting now excludes it for everyone in the workspace, not just you.

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Fixed

• A tab left open across a release now catches up on its own. If your browser restored TrailerCast from a previous session, or you kept the tab open for days, it could carry on running the version it first loaded, so a feature we shipped in the meantime simply wasn’t there until you hard-refreshed. The app now checks for a newer version when it opens and when you sign in, and reloads itself once if there is one, at moments when you have nothing in progress to lose. If it notices a newer version while you’re mid-session, it shows A newer version of TrailerCast is available with a Reload now button instead of interrupting you. A normal page reload always works too.

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Changed

• Billing is now a conversation, not a checkout. Plan prices no longer appear anywhere in the app. Settings → Billing shows your current plan, seats, trial end or next charge date, and status, and a Contact us card that opens an email to the team; that’s how you pick a plan, add or remove seats, or switch billing cadence. The Choose a plan button, the monthly/annual toggle, and the seat stepper are gone, and the plan badge on the Dashboard opens the same contact space. If you already have a payment account, Manage billing still opens the Stripe portal for your card, invoices, and cancellation. Ask Winter follows the same rule and will point you to the team rather than quote a number. The Billing page is updated to match.

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New

• Point a stakeholder at a document or trailer, right inside the message (rolling out). “It’s in the Documents section, second row” is a poor way to send someone to a pricing deck. When you write to a stakeholder from a Decision Room — Message on the People tab, + New message, or a reply in Conversations — type # and start typing the name of any document or trailer in the room, then pick it (there’s a Link a document or trailer button under the box too). It lands in the message as “#Pricing deck”; @ still mentions a person. The prospect sees a clickable chip that opens the section and brings that document into view, or selects that trailer, and the email they get lists each linked item with a direct link to the same place. You can only link things they can actually open — documents that aren’t hidden from prospects and completed recordings in this room — and if you hide a linked document afterwards, its chip simply stops being a link. Enabled workspace-by-workspace.
• Message a stakeholder from the Decision Room. Until now a room conversation could only be started by the prospect — you could reply, but there was nowhere to write first, so following up with one person meant leaving the room. On the room’s People tab, every buyer-side person with an email now has Message, and the Conversations section has + New message with a To: picker of the same people. Your message goes into that person’s own private thread, and they get an email with it and a link to their Decision Room, where they can reply in place. If they don’t have a link yet, one is created for them — the same tracked link Share Decision Room sends, so their views and replies land on their record. Two things follow from it. Your replies in the room now email the prospect a link back into the thread; before this, a reply typed in Conversations reached them only if they happened to reopen their link. And in Conversations each message has a delete and each thread has Delete thread, so a stray message or a whole conversation can be removed — it disappears for the prospect too, and both ask you to confirm. If the email can’t be sent (the address is on the unsubscribe list, say), the message is still saved in the room and you’re told the email didn’t go. On for every workspace; if Message or + New message doesn’t appear, a hard refresh picks it up.

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Fixed

• Ask Winter finds a call by who was on it. “When was my call with Paul?” used to get “No results for ‘paul’ in your demos”, and then a claim that Winter couldn’t search meetings — while Paul was sitting right there in the meeting’s participant list. Winter’s lookup only ever read a recording’s title and prospect name, and even the transcript search dropped a call when the name appeared only as a speaker, never in what was said. Now one search covers demos, qualifying calls, and meetings together and matches the title, the prospect, and every person on the call: meeting-platform participants, calendar invitees, speaker names, and the follow-up attendee list. A first name is enough, words can be in any order, and if nothing matches Winter runs the transcript search itself before answering, then tells you exactly what it looked through rather than asking you for a filename. When several calls fit, it lists them with kind and date and lets you pick. Private recordings stay visible only to their owner, as everywhere else.
• “Mark private” is visible to the Global Admin again — and so is the rest of the Global Admin’s toolkit. The ⋮ menu on a call was documented as offering Mark private to the Global Admin, and the Security & Permissions page as offering Transfer Global Admin and per-person permission editing. For a while none of it appeared, for anyone — including the actual Global Admin, who was instead shown the “you are not the Global Admin” state on a page that should have been theirs. A single wrong lookup in the app was reading the role from the wrong place, so every Global-Admin-only control quietly decided you weren’t one. Nothing was ever exposed to the wrong person; the controls simply couldn’t be reached. They’re back where the docs say they are: Calls → ⋮ → Mark private / Mark public, and the Global Admin’s actions on Settings → Security & Permissions. If your account holds the Global Admin seat and you still can’t see them, sign out and back in once.
• Team Reports no longer include other people’s private recordings. A recording the Global Admin marked private was correctly hidden from the Calls list, search, and the dashboard — but Reports in Team scope were still counting it. Its title, prospect name, creator, and engagement numbers could surface in Top demos, the Activity feed, a teammate’s By-user totals, and the Impact report and its PDF. Team Reports now apply the same rule as everywhere else: a private recording is visible only to its owner and the Global Admin, so a private call stays private in every place a number is added up. The Reports page describes the rule.
• “Preview as prospect” is read-only now. Previewing a Decision Room opened it with every message and comment box live, exactly as a stakeholder sees it, with only a “Viewing as Preview” pill for a hint — and “Preview” was simply the name on your own preview link. So a note typed there to follow up with someone was saved on that link: attributed to a prospect called “Preview”, delivered to nobody, and then shown back in your Conversations as if a prospect had written it. The room’s conversation box, document comments, proposal questions, and action-item comments are now disabled in a preview, with a note explaining why, and the pill reads “Preview — nothing here is recorded or sent”. Anything already written this way has been removed from your inbox. If you remember a message “from Preview”: that was your own note, and it never reached anyone. To reach a stakeholder, share the room with them — Share Decision Room or Copy share link — the preview is only for checking how it looks.
• The Dashboard stops counting your own preview note, and deleting a Decision Room thread now works. Two loose ends from the preview fix above. The Waiting on you tile — and the Hottest, going-cold, Needs-attention and Team-performance signals behind it — were still counting a note typed in a preview as a prospect waiting for a reply, so the tile could say “1” while the inbox showed nothing to reply to; they now only count real prospects. And Delete on a Decision Room thread in the Conversations inbox looked like it worked but didn’t: the row vanished and was back on the next load. It now deletes the thread — the stakeholder’s messages and your replies together — for room threads exactly as it always did for trailer threads. Deleting a single message is still limited to your own messages for now.

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New

• A developer API and webhooks (rolling out). Everything TrailerCast learns about a deal — the AI call summary, who watched what and for how long, Decision Room activity, action-plan progress, contract status — can now be pulled into your own CRM, warehouse, or workflow tool, or pushed to it the moment it happens. Admins create API keys and register webhook endpoints under Settings → Integrations → API access; a key only ever reads your own workspace, and keys and secrets are shown once. The guide, endpoint reference, and an OpenAPI spec are in the new API reference tab of these docs. Read-only by design: TrailerCast supplies the buyer-side evidence, your system of record stays the system of record.
• Upload a finished video as-is (rolling out). A personalized demo you cut in an editor, a product explainer, a narrated walkthrough — until now every upload went through the trailer pipeline and came out re-cut, so there was no way to store a video that was already the thing to send. The upload screen now has a switch: Build a trailer with AI (unchanged, still the default) or Upload a finished video. Pick the second and the file is stored exactly as you uploaded it — no transcription, no narration, no slides — and shows on Trailers as completed the moment the upload finishes, ready for share links, engagement tracking, and Decision Rooms like any other trailer. + New trailer ▾ has a direct Upload a finished video item, and the switch remembers your last choice. MP4, MOV, or WebM up to 2 GB; name a prospect and it files under Deal, otherwise Reusable. Documents still belong in the Library; finished videos belong on Trailers, where they can be shared and tracked.
• Calls opens on your calls (rolling out). The screen used to land on an Upcoming tab — usually zero or one scheduled notetaker, with a Day/Week/Month calendar for it — while the recordings you came for sat behind a second tab. Now the recordings are the page: a dense list, newest first, with a Grid option and one toolbar for kind, search, owner and dates (your kind and layout choices are remembered). Upcoming notetakers are a compact Up next strip above the list — click a chip to confirm its kind, or Manage to expand the full rows with Don’t record and Retry. The calendar views are gone; the sidebar widget and your own calendar already cover what’s on today.
• 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

• “Share internally” sits with Collaborators now (rolling out). In a Decision Room, the colleague-facing share link was a full-width amber button directly under Share Decision Room — the loudest thing in the panel, in the spot you look first, for something you touch rarely. The room’s left panel now reads by audience: prospect-facing at the top (Share Decision Room, Copy share link, Preview as prospect), then internal underneath (Collaborators, and Share internally → as a quiet link with an amber dot). Same link, same 14-day expiry, same internal-only sections — only its position and weight changed, and the extra distance from the buyer share button makes the two harder to mix up. It also works now in a room that has no buyer-side people yet, which the old placement hid it behind for no good reason. If you can’t find it, it moved down, not away.
• 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

• Decision Rooms created from a call now carry the prospect’s email. The People tab was seeding the people who spoke on the call, but every buyer-side person arrived with no email — the calendar invite the notetaker was scheduled against was never copied onto the call, so there was nothing to carry. It is now, and room creation matches each speaker to the invite, including handle-style invite names like “astone” for Amanda Stone. Ambiguous cases stay blank rather than guessing, and a single best-guess pairing is flagged in the review banner. Calls recorded before the fix have had their invites restored, and rooms built from them had blank emails filled where the match was clear. Bots scheduled by pasting a meeting link have no invite, so those still need the email typed in.
• Trailer cards show the trailer’s length, not the call’s. A demo trailer built from a 47-minute call was badged “47m” even when the trailer itself ran four minutes, because the only length stored was the recording’s. The trailer’s own runtime is now recorded when it is composed, existing trailers have been measured and corrected, and the “longest / shortest” sort on Trailers uses it. The Calls screen still shows the full call length, which is the right number there.
• 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.