2026

Roleplay Promoted Member access

March 11, 2026 | Admin App

Roleplay scenarios provide a judgment-free environment for sellers to practice their pitch and build confidence before stepping into high-stakes meetings. Promoted Members now have permissions to manage Roleplays within the Admin App. These designated users can create, edit, and distribute Roleplays, bridging the gap between administrative oversight and subject-matter expertise.

Read more about creating and managing Roleplays here.

Manager Roleplay overview with My Team: Roleplays

March 11, 2026 | Web App

Managers can now review their team’s Roleplay assignments directly within the My Team hub. 

in My Team > Roleplays, managers have a centralized view of all their team's assigned Roleplays, complete with progress data and scores. Managers can also read the Virtual Coach's feedback, making it easier to stay on top of their team's development, quickly identify coaching opportunities, and celebrate their team's progress.

Learn how to review your team's Roleplay progress.

Video Roleplay practice

March 11, 2026 | Web App

Sellers can now view, record, and review their own real-time video when practicing Roleplay scenarios. 

This new type of Roleplay provides 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.

Find out how to practive real time video Roleplays.

Streamline workflows with Genie Assistant

March 11, 2026 | Web App

Genie Assistant is your AI-powered in-platform assistant for finding content, preparing for meetings, and completing tasks faster. Genie is now available on the Web App, helping you streamline your workflow and stay focused on selling.

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.

Learn how to use Genie Assistant.

Customize Genie Assistant for your organization

March 11, 2026 | Admin App

Admins can now 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 can 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.

Find out how to set up your new Genie Assistant.

Introducing Field Meeting AI 

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’ve unlocked new capabilities in Field Meeting AI (previously Showpad Assist) to provide deeper insights and smarter, automated follow-ups. 

Convert conversations into CRM insights 

March 11, 2026 | 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.

Learn how to manage meetings with Field Meeting AI.

Text-only follow-up emails 

March 11, 2026 | 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.

Find out about follow-up actions with Field Meeting AI.

Processing notifications

March 11, 2026 | WEB APP | iOS

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

Learn how to multitask with Field Meeting AI.

Smart Content Recommendations 

March 11, 2026 | WEB APP

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

Find out more about recommendations by Field Meeting AI.

A glossary for your organization’s terminology

March 11, 2026 | Admin App

Admins can now 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, you 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.

Learn how to add terms to your organization's glossary.

Promoted Member access to the Report Builder

March 11, 2026 | Admin App

Promoted Members with reporting permissions can now 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.

See how to get started building custom reports in the Report Builder.

Report Builder enhancement and more asset engagement data

March 11, 2026 | Admin App

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

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

Learn about the improved asset engagement metrics in the Report Builder.

Create user engagement reports with the Report Builder

March 11, 2026 | Admin App

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

Find out how to create custom user engagement reports in the Report Builder.

View and analyze Page performance with Page Insights

March 11, 2026 | Admin App

Admins now 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 can also 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 is active for data collected starting September 19, 2025.

Learn how to use Page Insights.

Track changes with the detail panel audit log

March 11, 2026 | Admin App

Admins now have more visibility into asset changes within the Files and Pages libraries with the introduction of the audit log. The audit log tab in the asset detail panel provides a real-time history of every file and Page’s lifecycle.

You can track who changed what, when, and how. The audit log also includes updates and modifications made via the Content API, ensuring a comprehensive overview of your content's history.

Read more about the audit log.

Modernized content picker for creating Announcements and Spotlights

March 11, 2026 | Admin App

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

See how to select content to add to your Announcements.

Enforce 1-click login for external Shared Space participants

February 4, 2026

Admins can now require all external participants to use email verification when accessing Shared Spaces. This setting enforces 1-click login via a secure link sent to the buyer's email, removing the option to create or use static passwords.

By ensuring only verified recipients with active email access can view content, admins can mitigate risk and meet enterprise Multi-Factor Authentication (MFA) standards. The setting is disabled by default.

Learn how to configure global Shared Spaces settings.

Announcing the legacy Outlook add-in sunset 

Sunset coming August 2026

To ensure a more secure and high-performing experience, we’re sunsetting the legacy Outlook add-in. We recommend transitioning your users to the modern Outlook 365 add-in, which offers improved stability and a more seamless integration with Showpad. Review the sunset timeline and learn how to help your team make the switch.
 

Learn more about preparing for the Outlook legacy add-in sunset. 

Always include specific pages in document Shares

January 7, 2026

Admins can now ensure critical information is always part of the conversation. When the file permission ‘Pages can be separated’ is on, admins can use the ‘Always include specific pages’ option. This ensures that certain pages, such as legal disclaimers or cover sheets, are included whenever a document is shared.

This update helps sellers deliver compliant, complete content without risking missing context.

Learn how to ensure specific pages are always included in Shares.

Showpad for Outlook 365 and Gmail search enhancements

Januray 7, 2026 | Showpad for Outlook 365 and Gmail plugins

Updates to the Showpad for Outlook 365 and Gmail plugins now allow you to see recent search terms, filter results by tag and content type, and view previews while looking for content to include in your emails.

When sellers select content to add to Shared Spaces and Collections in the Web App, they’ll also now see recent searches and be able to filter results by tag and content type. 

Learn more about sharing with Outlook 365.

Read how to share via the Gmail plugin.

Just-in-time recommendations on the Homepage (Beta)

Januray 7, 2026 | Web App, Windows Desktop App

Admins can now add recommendation blocks to Custom Homepages to provide sellers with a personalized learning experience. These blocks suggest relevant files, Pages, Experiences, and Courses based on a user’s unique habits and recent sharing activity. By tailoring recommendations to individual actions, you can ensure every seller surfaces the most impactful training exactly when they need it.

The feature is available in open beta. You can share your feedback directly in the recommendation block in the Homepage Builder.

Find out how to add recommendation blocks to Custom Homepages.