What's Coming?

Roleplay Promoted Member access

ADMIN APP

Roleplay scenarios provides a judgment-free environment for sellers to practice their pitch and build confidence before stepping into a high-stakes meeting. 

With the upcoming release, Promoted Members will have permissions to manage Roleplays within the Admin App. These designated users will be able to create, edit, and distribute Roleplays, bridging the gap between administrative oversight and subject-matter expertise.

Manager Roleplay overview with My Team: Roleplays

WEB APP

Soon, managers will be able to review their team’s Roleplay assignments directly within the My Team hub. 

They'll have a centralized view of all their team's assigned Roleplays, complete with progress data and detailed metrics. This makes it easier to stay on top of their team's development, quickly identify coaching opportunities, and celebrate your team's progress.

Video Roleplay practice

WEB APP

Sellers will soon be able to view, record, and review their own real-time video when practicing Roleplay scenarios. 

This new type of Roleplay can provide a more complete view of their performance, allowing them to review their own body language and facial expressions alongside their transcript, and helping them prepare more effectively for real conversations.

Streamline workflows with Genie Assistant

WEB APP | iOS

Genie Assistant is your AI-powered in-platform assistant for finding content, preparing for meetings, and completing tasks faster.

With the upcoming release, Genie will be available on both the Web App and the iOS app, helping you streamline your workflow and stay focused on selling.

On the Web App, use Genie to instantly build a Collection or Shared Space from anywhere in Showpad and interact with your content through a conversational interface with trusted citations. Genie helps you handle objections, recommends the right content, drafts polished communications in multiple languages, and formats content to create personalized buyer experiences.

On iOS, Genie Assistant acts as a conversational knowledge base, providing content recommendations, answering questions, and summarizing assets. It can also automate tasks, such as creating Shared Spaces and Collections, and always asks for your approval before taking action.

Customize Genie Assistant for your organization

ADMIN APP

Admins will soon be able to control how GenieAI supports their team through Genie Settings in the Admin App. Add company context to Genie’s core logic so every response aligns with your products, brand voice, and sales approach.

You’ll also be able to set conversation starters with prewritten prompts, manage permissions, and configure disclaimers. These controls turn Genie Assistant into a tailored expert for your organization.

On specific plans, you can create specialist agents focused on particular knowledge areas. Reach out to your Account Manager for details.

Field Meeting AI updates

Field Meeting AI helps sellers capture insights from meetings and automatically turn them into structured notes, CRM Updates, and follow-ups.

With this release, we’re unlocking new capabilities in Field Meeting AI (previously Showpad Assist) to provide deeper insights and smarter, automated follow-ups.

Convert conversations into CRM insights 

WEB APP | iOS

Automatically log meeting insights and presented content to Salesforce as tasks or events. You can link multiple notes to a meeting, intelligently creating a single, comprehensive source of truth.

Text-only follow-up emails 

WEB APP | iOS

Generate text-only follow-up emails directly within Showpad. The draft opens instantly in your preferred email client, fitting seamlessly into your daily routine.

Processing notifications

WEB APP | iOS

Multitask with ease. You can soon step away after capturing a note. You’ll receive a notification as soon as it’s ready, so you can review it instantly.

Smart Content Recommendations 

WEB APP

Field Meeting AI will soon analyze the specific assets you viewed and presented during a call to automatically suggest relevant files for your follow-up.

A glossary for your organization’s terminology

ADMIN APP

Admins can soon manage a glossary within the Admin App to improve the accuracy of Field Meeting AI-generated meeting transcriptions and summaries.

By adding industry-specific and internal terminology, admins can ensure Field Meeting AI correctly identifies your organization's unique language. This reduces the need for manual edits to meeting notes and ensures that proprietary terms are correct and consistent.

Promoted Member access to the Report Builder

ADMIN APP

Promoted Members with reporting permissions will soon be able to create their own reports using the Report Builder. This new access enables leaders to make data-driven decisions for their teams without relying on a central administrator.

Report Builder enhancement and more asset engagement data

ADMIN APP

Soon, admins and Promoted Members will have greater clarity in the Report Builder. The available metrics will be organized into collapsible sections of dimensions and measures, with distinct colors for quick identification.

Asset engagement reports will also provide more user-level granularity, revealing which users are engaging with each asset. In addition, you’ll be able to distinguish between platform-specific sharing metrics to better track prospect activity.

Create user engagement reports with the Report Builder

ADMIN APP

Admins and Promoted Members can soon create custom user engagement reports tailored to their specific business questions for all user-level dimensions and metrics.

View and analyze Page performance with Page insights

ADMIN APP

Admins will soon have a more powerful way to analyze content performance with the introduction of Page insights. Accessible directly from the Page detail panel, these detailed analytics provide a comprehensive view of seller and buyer engagement with a particular Page, allowing you to track metrics like view time, Shares, and individual user interactions.

You’ll also be able to compare the performance of up to four Pages side-by-side and export data for deeper analysis, helping you make more informed decisions about your Page content. 

Engagement tracking for Pages began on September 19, 2025.

Track changes with the detail panel audit log

ADMIN APP

Admins will soon have more visibility into asset changes within the Files and Pages libraries, with the introduction of a new audit log. The audit log tab in the asset detail panel will provide a real-time history of every file and Page’s lifecycle. Track who changed what, when, and how. The audit log will also include updates and modifications made via the Content API.

Save enhanced basic filters in the Files library

ADMIN APP

New basic filter operators will let admins specify whether files must match all, any, or none of their selected values. You will also be able to filter by empty or populated fields.

Save these precise filters for reuse in the Files library, Smart Folders, and Pages. This update automatically migrates your saved filters to a more powerful and reliable format.

Additionally, you can soon sort on seller and buyer engagement columns in the basic filters view.  

Modernized content picker for creating Announcements and Spotlights

ADMIN APP

Soon, admins can more easily find high-impact content for Announcements and Spotlights using intuitive Experience navigation, search, and filters with an updated content picker.