On this page, we'll be highlighting the new features you'll find in Drift during the month of May. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Intelligent Search Reporting and Review  Feature: Intelligent Search Reporting and ReviewBilling Plan Required: Included with the Site Concierge Purchase.Description: Intelligent Search Reporting includes the ability to review and rate site visitor interactions with the bot all from the reporting page.Reference Documentation: Site Concierge - Intelligent SearchLocation: You can find Intelligent Search Reporting by navigating to Reports > Site Concierge > Intelligent Search.  Site Concierge: Display ConditionsFeature: Site Concierge: Display ConditionsBilling Plan Required: Included with the Site Concierge Purchase.Description: Control exactly where each Site Concierge app, Content Recommendations, Intelligent Search, and Meeting Booking, will appear on your site.Reference Documentation: Site Concierge - Recommended Content, Site Concierge - Intelligent Search and Site Concierge - MeetingsLocation: You can find Site Concierge Display Conditions by navigating to Playbooks > Site Concierge and click on the specific Site Concierge app you want to enable display conditions for. Content Library - Bulk Upload of URLs through CSVFeature: Content Library - Bulk Upload of URLs through CSVBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Content Library supports the ability to bulk upload URLs from a CSV file.Reference Documentation: Content LibraryLocation: You can find the Bulk Upload ability by clicking on the Content Library tab. Sunset FeaturesThe CSAT report is being sunset on May 1st. CSAT metrics can be found within the Routed Chats Report and within the Chat Data Report moving forward.The Calls report is being sunset on May 1st. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of April. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Add CSAT Comments to the Chat Data Report and ExportFeature: Add CSAT Comments to the Chat Data Report and ExportBilling Plan Required: Premium, Advanced and Enterprise plans.Description: The Chat Data Report now contains a column that shows CSAT comments. This column is also available when exporting the report.Reference Documentation: The Chat Data ReportLocation: You can find the Chat Data Report by navigating to Reports > Conversations > Chat data. Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of April. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of March. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Site Concierge: Non-Chat Meeting BookingFeature: Site Concierge: Non-Chat Meeting BookingBilling Plan Required: Included with the Site Concierge PurchaseDescription: A new, direct way for site visitors to book a meeting without having to interact with chat at all.  Only shows to pre-qualified visitors (known email and an ‘excellent’ lead recommendation).Reference Documentation: Site Concierge - MeetingsLocation: You can find Non-Chat Meeting Booking by navigating to Playbooks > Site Concierge > Meeting Booking.  Site Concierge: Intellegent Search AppFeature: Site Concierge: Intelligent Search AppBilling Plan Required: Included with the Site Concierge PurchaseDescription: An experience inside Drift's Site Concierge that searches your website, content repositories, and any text document to provide precise answers to visitor inquiries without the need to start a chat. Reference Documentation: Site Concierge - Intelligent Search AppLocation: You can find the Site Concierge Search App by navigating to Playbooks > Site Concierge > Search Site Concierge: Search App Reporting Feature: Site Concierge: Search App ReportingBilling Plan Required: Included with the Site Concierge PurchaseDescription: Tracking Search App KPIs like search button clicks, searches performed, and source click-through, alongside a search history table.Reference Documentation: Site Concierge - Search AppLocation: You can find Search App Reporting by navigating to Reports > Site Concierge > Search Suggested Content Experience V2Feature: Suggested Content Experience V2Billing Plan Required: Included with the Bionic Chatbots PurchaseDescription: Additional pieces of recommended content are available to site visitors (versus just one piece at a time): top recommendations, recently viewed recommendations, and trending recommendations.Reference Documentation: Site Concierge - Recommended ContentLocation: You can find Search Recommended Content by navigating to Playbooks > Site Concierge > Content Recommendations.  Contact Attribute IngestionFeature: Contact Attribute IngestionBilling Plan Required: Included with the Bionic Chatbots PurchaseDescription: As part of the AI Lead Qualification node, the bot will automatically write attributes used in qualification back to the contact record whenever it sees them in chat.Reference Documentation: Bionic ChatbotsLocation: You can find Contact Attribute Ingestion by navigating to Playbooks > Chat Playbooks. Select the Playbook you want to edit and select the AI Lead Qualification node. Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of MarchFor reference to all sunset features check out this doc.  

On this page, we'll be highlighting the new features you'll find in Drift during the month of February. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Filter Out Test Conversations Feature: Filter Out Test ConversationsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Drift now allows you to filter out playbook testing workflow conversations (playbook testing workflow and driftlinks) from all reports.Reference Documentation: How to Test a Bot Playbook. Conversation States, Reporting, and ExportLocation: You can find Filter Out Test Conversations by navigating to Settings > Conversations > Test conversations. Activity Tab in Drawer & Activity Timeline in the Details PageFeature: Activity Tab in Drawer & Activity Timeline in the Details PageBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now view an accounts Activity Timeline straight from the account drawer without having to click into the account itself.Reference Documentation: Drift ProspectorLocation: You can find the Activity tab and Activity Timeline by clicking on the Prospector dashboard icon and then clicking on an account. Beta Feature: Scheduled Re-sync of Uploaded Content Feature: Scheduled Re-sync of Uploaded ContentBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Set your uploaded site mappings or URLs to automatically re-sync on a weekly basis with the click of a button in lieu of re-uploading manually.Reference Documentation: Content UploadLocation: You can find Scheduled Re-sync of Uploaded Content by clicking on the Content Library icon and clicking on an uploaded URL or site mapping. Beta Feature: Bionic Chat EAP Performance FeedbackFeature: Bionic Chat EAP Performance FeedbackBilling Plan Required: This feature is currently only available to customers in the Bionic Chatbots EAPDescription: You can now provide feedback while testing your Bionic Chatbot responses to help train the AI model.Reference Documentation: Bionic ChatbotsLocation: You can find the Performance Feedback features in the AI responses skill node within the Playbook builder. Navigate to Playbooks > Chat Playbooks > click on your Playbook > AI responses node.  Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of December.For reference to all sunset features check out this doc. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of January. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Account Fit Score In Playbook Targeting Feature: Account Fit Score In Playbook TargetingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now target your Playbooks based off of an accounts Account Fit Score to intelligently identify the accounts that are most interested in your company.Reference Documentation: How To Use Targeting and Display ConditionsLocation: You can find Account Fit Score Playbook Targeting by clicking on the Playbooks tab > click into a Playbook > Targeting.  Beta Feature: Re-sync Uploaded ContentFeature: Re-sync Uploaded ContentBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Manually re-sync previously uploaded content with the click of a button. This will ensure that content you’ve uploaded to Drift will stay up to date without having to go back and reupload new content every time you update your site.Reference Documentation: Content UploadLocation: You can access re-sync previously uploaded content by navigating to the Content Library tab and clicking on a piece of content. Beta Feature: Chat Data - Additional Columns Feature: Chat Data Report - Additional ColumnsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The following columns have been added to the Chat Data Report: first routed at, first routed Drift user responded at, first conversation close at, first Drift user participated at, CSAT, country, and visitor sentiment. We’ve also made timestamps more consistent both in the app and in exports to make sure you’re getting the most out of your data.Reference Documentation: The Chat Data ReportLocation: To access the Chat Data Report navigate to Reports > Conversations > Chata data. Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of December.For reference to all sunset features check out this doc. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of December. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Prospecting Recommendations in Digest Emails Feature: Prospecting Recommendations in Digest EmailsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Account engagement summary now includes a Yes/No/Maybe prospecting recommendation to help reps with their prospecting prioritization.Reference Documentation: Drift ProspectorLocation: You can find Prospecting Recommendations by clicking on an account in the Prospector dashboard and also within the Daily Digest emails that are sent out via Prospector. Custom ICP Definitions  Feature: Custom ICP DefinitionsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Admins can now set their own ICP (Ideal Customer Profile) definitions to use with the Account Fit Score within Drift Prospector. Reference Documentation: Drift ProspectorLocation: You can find Custom ICP Definitions by navigating to the Prospector Dashboard Tab > gear icon > Account fit Content ViewFeature: Content ViewBilling Plan Required: Premium, Advanced, EnterpriseDescription: Content Review mode is updated to now include email notifications when comments are made, the ability to comment on any type of node, and a full audit log for comments.Reference Documentation: Playbook CollaborationLocation: You can find Content View by navigating to the Playbooks tab > click into a playbook > use the drop down on the left to select Content Review Mode.  Team Performance AvailabilityFeature: Team Performance AvailabilityBilling Plan Required: Premium, Advanced and EnterpriseDescription: The Team Performance Availability report gives you a more in-depth look at the availability of your agents. You can view their total availability time for a given day or week, and see when chats were responded to or missed.Reference Documentation: Team Performance Availability ReportLocation: You can find the Team Performance Availability Report by navigating to Reports > Team Performance > Availability. SFDC List Targeting for Routing Feature: SFDC List Targeting for RoutingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now use Segment lists from Salesforce in your routing conditions just like you can with Playbook targeting.Reference Documentation: Setting Up Conversation Routing RulesLocation: You can access the Routing Rules by clicking on Settings > App Settings > Conversation Routing. Automatic Time Zone for Connected Calendars Feature: Automatic Time Zone for Connected CalendarsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Now when you connect your calendar, Drift will automatically detect your time zone instead of defaulting to EST.Reference Documentation: Connecting Your Calendar to Drift MeetingsLocation: Click on Settings > App Settings > Meetings to set up your calendar Custom Contact Attribute TargetingFeature: Custom Contact Attribute TargetingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now target your Playbooks using any Drift contact attribute or custom contact attribute.Reference Documentation: How to use Targeting and Display ConditionsLocation: You can find Custom Contact Attribute targeting by clicking on the Playbooks tab > click into a Playbook > Targeting.  Beta Feature: Content Upload DetailsFeature: Content Upload DetailsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Content Library now shows more information about each piece of content you have uploaded, such as the full URL name, uploaded by, and upload status.Reference Documentation: Content UploadLocation: You can access Content Ingestion by clicking on the Content Library tab. Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of December.For reference to all sunset features check out this doc. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of November. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Account Fit Scores in ProspectorFeature: Account Fit Scores in ProspectorBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Account Fit Score is a new AI generated score that will help your sales agents determine the probability of successful engagement.Reference Documentation: Drift ProspectorLocation: You can find the Account Fit Scores by clicking on the Prospector Dashboard tab and viewing the Account Fit column. All In One Account Summary DrawerFeature: All In One Account Summary DrawerBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The All In One Account Summary Drawer provides a seamless view of all the essential account information your sales agents need in one easy to access place.Reference Documentation: Drift ProspectorLocation: You can access the All in One Account Summary Drawer by clicking on the Prospector Dashboard tab and selecting the account. Playbook Targeting on Any Account AttributeFeature: Playbook Targeting On Any Account AttributeBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now use any account attribute in Drift to target a Playbook allowing for more granular targeting at the account level.Reference Documentation: How To Use Targeting and Display ConditionsLocation: Playbook targeting can be found by navigating to Playbooks > Chat Playbooks > select your Playbook > Targeting. Playbook Content VariablesFeature: Playbook Content VariablesBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Playbook Content Variables allows you to centrally manage names, URLs, and other information across all of your Playbooks.Reference Documentation: Playbook Content VariablesLocation: You can access Playbook Content Variables by clicking on the Playbooks tab > Library > Content Variables.  Chat Detail Data Completeness - Public BetaFeature: Chat Details - Data CompletenessBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Chat Data Report is receiving a series of enhancements including saved filters, column customization, and additional data columns (Time to first response and Tag Names).Reference Documentation: Chat Data ReportLocation: You can access the Chat Data report by navigating to the Reports tab > Conversations > Chat data. Drift Engage/Lift AI “Codeless” IntegrationFeature: Drift Engage/Lift AI “Codeless” IntegrationBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now use Drift Engage without having to install both the Lift AI and the Drift snippet on your website.Reference Documentation: Drift Engage Powered by Lift AILocation: You can access Drift Engage by navigating to Settings > Integrations > Lift AI. Sunset FeaturesThe Conversation Analysis Feature is set to be sunsetted this month for users who have not accessed it within the past six months. We suggest using the Chat Data Report in place of Conversation Analysis. For reference to all sunset features check out this doc.  

On this page, we'll be highlighting the new features you'll find in Drift during the month of October. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Team Performance: AvailabilityFeature: Team Performance: AvailabilityBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Team Performance: Availability provides you with an in-depth look at the availability of each of your chat agents. Easily see when chats were responded to or missed!Reference Documentation: Team Performance: Availability ReportLocation: You can find the Team Performance: Availability report by navigating to Reports > Team Performance > Availability. Prospector Global FiltersFeature: Prospector Global FiltersBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The new Existing Customer and Disqualified Account global filters will help your sales rep easily organize their view and help to filter out existing customers from their list of prospecting accounts.Reference Documentation: Drift ProspectorLocation: Admins can access Global Filters by navigating to Prospector Dashboard > click the gear icon > Advanced. AI Account Based Engagement SummaryFeature: AI Based Engagement SummaryBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The AI Based Engagement Summary quickly provides a summarized overview of an accounts activity over the past two weeks powered by Drift AI.Reference Documentation: Drift ProspectorLocation: You can access the AI Based Engagement Summary via the Activity tab in Prospector by navigating to Prospector Dashboard and clicking into an account.  Reuse Account Lists in Playbook TargetingFeature: Reuse Account Lists in Playbook TargetingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Reuse Account Lists in Playbook Targeting allows you to use your pre-existing Salesforce segments for Playbook targeting, reporting, and filtering in Drift.Reference Documentation: Syncing Salesforce Account Data and How to Use Targeting and Display ConditionsLocation: You can access the setup for this feature by navigating to Settings > Integrations > Salesforce > Accounts. Playbook targeting can be found by navigating to Playbooks > Chat Playbooks > select your Playbook > Targeting. Beta Feature: Content Ingestion: Ingest Text Files and Site MapFeature: Content Ingestion: Ingest Text Files and Site MapBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Content Ingestion allows you to ingest content from text files (PDFs and Word Documents) as well as all the pages of a website into Drift AI Suggested RepliesReference Documentation: AI Suggested Replies Content IngestionLocation:  Content Ingestion will be available via the Content Ingestion icon via the main menu in Drift. Beta Feature: AI Suggested RepliesFeature: AI Suggested RepliesBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Utilize AI Suggested Replies with the Content Ingestion feature to allow Drift AI to respond to questions in any company’s voice, brand or messaging.Reference Documentation: AI Suggested RepliesLocation: You can access AI Suggested Replies by navigating to Conversations > click into a conversation and click the star icon underneath the composer bar when it lights up. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of September. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Salesforce Activities in ProspectorFeature: Salesforce Activities in ProspectorBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Drift Prospector now shows you Salesforce activities (email clicks, forms opened, etc.) on the account activity, account details, and contact details pages to give you a more complete picture of the buyer’s journey.Reference Documentation: Drift ProspectorLocation: You can find Salesforce Activities within Drift Prospector by clicking on the Prospector Dashboard tab. ABM Notifications in MS TeamsFeature: ABM Notifications in MS TeamsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Microsoft Teams integration with Drift will now send you a notification when a visitor from a targeted account is active on your site, allowing you to keep your chat and ABM notifications in one platform.Reference Documentation: Drift Notifications for MS TeamsLocation: You can find ABM notification settings for Microsoft Teams by clicking Settings > My Settings > Notifications > Account Activity. Topic GroupingFeature: Topic GroupingBilling Plan Required: EnterpriseDescription: The Topic Grouping feature allows you to add AI topics to your playbooks in bulk, categorize your topics as you build out your AI topic library and add topics in bulk when you are building a playbook with Conversational AI.Reference Documentation: Conversational AI in PlaybooksLocation: You can access topic grouping by navigating to Playbooks > Library > AI topics > Topics. Drift API: Listing Teams by UserFeature: Listing Teams by UserBilling Plan Required: N/A - Developer API FeatureDescription: New updates to our API to enable pulling teams for any user from our API.Reference Documentation: Listing Teams by User - Developer DocumentationLocation: N/A - Developer API Feature EAP Release: Reuse Salesforce Account Lists in Playbook Targeting Feature: Reuse Salesforce Account Lists in Playbook TargetingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now import your pre-existing Salesforce segments into Drift to use for Playbook targeting instead of having to manually rebuild your Salesforce segment within Drift.Reference Documentation: Syncing Salesforce Account Data and Targeting and Display ConditionsLocation: Setting up your synced Salesforce accounts is found under Settings > Integrations Salesforce > Accounts. Playbook targeting can be found by navigating to Playbook > Chat Playbook. Select the Playbook you wish to setup targeting for and click the Targeting.Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of September.For reference to all sunset features check out this doc. 

On this page, we'll be highlighting the new features you'll find in Drift during the month of August. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Mobile Notification FlowsFeature: Mobile Notification FlowsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: We’re bringing mobile notifications to parity with the web and desktop apps, allowing users to configure more granular notification settings to make sure they never miss a conversation or a key contact on the site.Reference Documentation: How To Use The Drift Mobile AppLocation: To access mobile notifications open the mobile app and select Me > Notifications. New Enrichment Provider - Adapt.ioFeature: New Enrichment Provider - Adapt.ioBilling Plan Required: Premium, Advanced, and EnterpriseDescription:  Adapt.io is now an enrichment provider for Drift Intel, bringing significantly improved match rates for business emails.Reference Documentation: What is Drift Intel and Where Does it Get it’s Info FromLocation: You’ll find Drift Intel in the right hand side of the Drift Conversation view. Drift Setup ReportFeature: Drift Setup ReportBilling Plan Required: Premium, Advanced, and EnterpriseDescription: The Sale Rep Setup Report provides you with an at-a-glance view of how well set up your reps are to use Drift. By understanding their setup rates, admins and managers can more easily push reps to get setup and use Drift more effectively.Reference Documentation: Sales Rep Setup ReportLocation: To access the Drift Setup Report navigate to Reports > Team Performance > Sales Rep Setup. Unknown Account Icon in Prospector Feature: Unknown Account icon in ProspectorBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Drift Prospector now displays an icon that indicates if an account has not been added to your CRM.Reference Documentation: Drift ProspectorLocation: To access Prospector, click the Prospector Dashboard tab on the left side of the screen.  To enable the Unknown Account Icon setting, go to Settings > Org settings > and select show accounts not in my CRM in Prospector tools. Playbook Performance CuesFeature: Playbook Performance CuesBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Playbook Performance Cues provide a set of top-level KPI cards for the Playbooks Overview report, plus individual performance delta indicators on the table view. We also updated the KPI card design for individual playbook performance to matchReference Documentation: Chat Playbook ReportingLocation: To access Playbook Performance Cues navigate to Reports > Playbooks > Chat Playbooks. Meetings Outcome Report - SFDC Sync SettingFeature: Meetings Outcome Report - SFDC Sync settingBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Reps can update Meeting Outcomes in Drift, which can now sync and update in SFDC if the setting is enabled.  If the meeting is cancelled or rescheduled, the outcome in both Drift and SFDC is updated.  Reference Documentation: Types of Reporting Available in Drift and Setting Up Meetings with DriftLocation: Settings for the Meetings outcome report can be found in Settings > Integrations > Salesforce > Sync Settings > Meeting Reporting.  After enabling Salesforce to sync meeting data, the Meetings Outcome report will be found in Reports > Conversations > Meetings Beta Feature: Playbook Collaboration CommentingFeature: Playbook Collaboration Commenting Billing Plan Required: Premium, Advanced, and EnterpriseDescription: Content review mode now allows you to leave comments on any message or question node within your chat playbooks.Reference Documentation: Playbook CollaborationLocation: Playbook Collaboration Commenting can be accessed by navigating to the Playbooks tab > Chat Playbooks > click the Playbook you want to comment on and select Content review mode from the dropdown in the upper left corner of the screen. Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of August.For reference to all sunset features check out this doc.

On this page, we'll be highlighting the new features you'll find in Drift during the month of July. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available.Fastlane Quick SetupFeature: Fastlane Quick SetupBilling Plan Required: Advanced, and EnterpriseDescription: Fastlane Quick Setup is a code free method used to activate Fastlane which reduces setup time from days to minutes.Reference Documentation: Fastlane Quick SetupLocation: To access Fastlane Quick Setup, navigate to the Playbook tab > Fastlane Playbooks > Create Fastlane Playbook Sales Setup ChecklistFeature: Sales Setup ChecklistBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Sales users can easily keep track of their Drift account setup with the Sales Setup Checklist to make sure they’re getting the most out of Drift.Reference Documentation: Sales Setup ChecklistLocation: To access the Sales Setup Checklist, Sales users can click the list icon on the left side of the screen.  Note: The Sales Setup Checklist icon will not be shown to those who have already completed all steps in the setup checklist. Automated Rep AvailabilityFeature: Automated Rep AvailabilityBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Automated Rep Availability will automatically toggle your status between available and unavailable as you log in and out of Drift so you don’t have to think about it.Reference Documentation: Rep Toggle StatusLocation: To toggle your availability, click on your avatar in the bottom left corner of the screen. Understanding SFDC PermissionsFeature: Understanding SFDC PermissionsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Easily gain insight into your Salesforce user permission while integrating with Drift. If you run into any issues, this feature will allow you to quickly run a check and see what user permissions are missing for the connected integration user.Reference Documentation: Granting the Proper Salesforce User and Object PermissionsLocation: To access the SFDC permissions check navigate to Settings > Integrations > Salesforce > Details Last Touch Sales in ProspectorFeature: Last Touch Sales in ProspectorBilling Plan Required: Premium, Advanced, and EnterpriseDescription: See when and who had the last sales touch against a specific account to make sure your accounts aren’t getting spammed with similar messages.Reference Documentation: Drift ProspectorLocation: Last touched notes will appear in the header of each account under Drift Prospector as seen above. SFDC Opportunity Data in ProspectorFeature: SFDC Opportunity Data in ProspectorBilling Plan Required: Premium, Advanced, and EnterpriseDescription: You can now see all the context of SFDC in Drift Prospector so reps know what kind of actions and engagement are happening even if Drift wasn’t present to understand those events.Reference Documentation: Drift ProspectorLocation: To view SFDC opportunities go to Prospector > Select your Account > Select the Opportunities tab. Measure Meeting OutcomesFeature: Measure Meeting OutcomesBilling Plan Required: Premium, Advanced, and EnterpriseDescription: New Meetings reports pull data directly from Salesforce allowing you to view all past and future meetings booked as well as their outcomes so you can gain deeper insight into the outcomes of your meetings.Reference Documentation: Types of Reporting Available in Drift and Setting Up Meetings with DriftLocation: Set up the Meetings outcome report by going to Settings > Integrations > Salesforce > Sync Settings > Meeting Reporting.  After enabling Salesforce to sync meeting data, the Meetings Outcome report will be found in Reports > Conversations > MeetingsReduce Widget FootprintFeature: Reduce Widget FootprintBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Behind-the-scenes performance updates made to the widget in order to reduce operational/performance presence it has on a user’s website.Location: N/A Sunset FeaturesThere are no features within Drift scheduled for sunset in the month of July.For reference to all sunset features check out this doc. 

 On this page, we'll be highlighting the new features you'll find in Drift during the month of June. We'll also include which billing plan is tied to each feature, and link to accompanying documentation when available. Live Chat TranslationsFeature: Live Chat Translations (Beta)Billing Plan Required: Premium, Advanced, and EnterpriseDescription: Live Chat Translations make it easier for your customers to have conversations with your agents in their preferred language without the hassle of having to use an outside translation software.Reference Documentation: AI TranslationsLocation: To access Live Chat Translations, click the Conversations Tab and click on the globe icon in the left side of the composer bar. Playbook WebhooksFeature: Playbook WebhooksBilling Plan Required: Advanced, and EnterpriseDescription: Playbook Webhooks allow you to make real time API calls to other systems and bring that information back into Drift without interrupting the Playbook flow.Reference Documentation: Playbook WebhooksLocation: To access Playbook Webhooks, click the Playbooks Tab > Chat Playbooks, click into the desired playbook and look for the Webhook skill on the left side of the screen. Playbook CollaborationFeature: Playbook CollaborationBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Playbook Collaboration lets you easily view and share your Playbook so others can can see the verbiage and flow of a playbook without needing to know how Drift works or needing a Drift seat.Reference Documentation: Playbook CollaborationLocation: To access Playbook Collaboration, navigate to the Playbooks tab, select a playbook and use the toggle on the upper left side of the screen to select Content Review Mode. Large CSV ExportsFeature: Large CSV ExportsBilling Plan Required: Premium, Advanced, and EnterpriseDescription: Data from the Routed Chats Report and the Chat’s Report no longer have an export limit of 50,000 rows.Reference Documentation: Routed Chats Report and Conversation Stats, Reporting, and ExportLocation: To access Reporting, click on the Reports tab on the left side of the screen. Sunset FeaturesOn June 7th, Drift will be sunsetting both Email Playbooks and Signature Playbooks.For reference to all sunset features check out this doc.

On this page, we'll be highlighting the new features you'll find in Drift during the month of May. We've also included which billing plan is tied to each feature, and link to accompanying documentation.Updated Meetings DesignFeature: Updated Meetings DesignBilling Plan Required: FY22 Premium and above plans Description: The Meetings feature has been redesigned to allow for a more streamlined navigation.Reference Documentation: Setting Up Meetings With DriftLocation: Meeting creation is located under the Meetings tab while all meeting settings can be found under Settings > App Settings > Meetings, or by going to https://app.drift.com/settings2/meetings Onboarding Role DesignationFeature: Onboarding Role DesignationBilling Plan Required: FY22 Premium and above plans Description: The Onboarding Role Designation feature helps to streamline the onboarding process by making it easier to get setup in Drift with an experience that is more tailored to your specific role.Reference Documentation: Onboarding WalkthroughLocation: Onboarding Role Designation is a part of the Drift onboarding process. Sales Manager RoleFeature: Sales Manager RoleBilling Plan Required: FY22 Premium and above plans Description: The Sales Manager Role provides Sales Managers with a Drift experience more tailored to their needs as a manager. This prebuilt role allows for a faster onboarding experience and ensures that Sales Managers have access to the parts of Drift that are important to them.Reference Documentation: Setting Roles and Account OwnershipLocation: The Sales Manager Role can be assigned during Drift onboarding. Smart Filters in ProspectorFeature: Smart FiltersBilling Plan Required: FY22 Premium and above plans Description: Drift Prospectors Smart Filters will now default to showing reps a filter that matches them with the most accounts if they currently have no other filters set in Drift Prospector.Reference Documentation: Drift ProspectorLocation: To access Smart Filters, navigate to Drift Prospector by clicking the Prospector dashboard tab. Admin Managed FiltersFeature: Admin Managed FiltersBilling Plan Required: FY22 Premium and above plans Description: Admin Managed Filters give Drift admins more control over what accounts their reps see in Prospector. This way your reps can focus on the accounts that matter the most without having a cluttered Prospector view.Reference Documentation: Drift ProspectorLocation: To access Admin Managed Filters, navigate to Drift Prospector by clicking the Prospector dashboard tab. Routed Chats Per Rep DetailsFeature: Routed Chats Per Rep DetailsBilling Plan Required: FY22 Premium and above plans Description: The Routed Chats Report now provides you with an in-depth look at routing outcomes at the individual level allowing you to gain insight into your reps performance to better coach and develop them.Reference Documentation: Routed Chats ReportLocation: To access the Routed Chats report, navigate to Reports > Conversations > Routed Chats. AI Chatbot: Topic Example GenerationFeature: Topic Example GenerationBilling Plan Required: FY22 EnterpriseDescription: Topic Example Generation uses the power of AI to generate strong example topics for your AI chat bots to help save you time.Reference Documentation: Conversational AI In PlaybooksLocation: To access the Topic Example Generation, navigate to Playbooks > Library > AI Topics > Create Topic.Sunset FeaturesOn May 19th Drift will be sunsetting both Email Playbooks and Signature Playbooks. UPDATE: Based on feedback from our customer base, the sunset of the Email Playbooks and Email Signature Playbooks have been rescheduled to June 7th.For reference to all sunset features check out this doc.

On this page, we'll be highlighting the new features you'll find in Drift during the month of April. We'll also include which billing plan is tied to each feature, and link to accompanying documentation.Firmographic FiltersFeature: Firmographic FiltersBilling Plan Required: FY22 Premium and above plans Description: Firmographic filters have been added into Prospector so reps can now see the accounts they care about, even if they aren't the named owner. Reference Documentation: Drift ProspectorLocation: You can access Firmographic Filters by clicking the "Prospector Dashboard" tab.Prospector Dashboard UI UpdatesFeature: Prospector Dashboard UI UpdatesBilling Plan Required: FY22 Premium and above plans Description: The Prospector Dashboard now includes a search function, filters, and badging as well as updated visual queues as to whether an account is engaged or not to help make sure your reps are getting the most out of Drift.Reference Documentation: Drift ProspectorLocation: You can access the Prospector Dashboard by clicking the "Prospector Dashboard" tab.Dashboard Report UpdatesFeature: Dashboard Report UpdatesBilling Plan Required: All Drift plans.Description: The reports shown on the Drift Dashboard (excluding the Salesforce report) are now even more accurate and include drill downs so you can get an even more in-depth look at your data.Reference Documentation: Your Drift DashboardLocation: You can access the Dashboard by logging into Drift. Microsoft Dynamics Account SyncFeature: Microsoft Dynamics Account SyncBilling Plan Required: FY22 Premium and above plans Description: The Microsoft Dynamics integration now includes the ability to sync accounts from Dynamics into Drift. With this, you can now route conversations and meetings directly to the owner in Drift based on your CRM data. Reference Documentation: Syncing Accounts From Microsoft Dynamics Into DriftLocation: You can access the Microsoft Dynamics Integration by clicking "Settings > Integrations > Microsoft Dynamics".Drift Iframe in SFDCFeature: Drift iframe in SFDCBilling Plan Required: FY22 Premium and above plansDescription: We’re bringing key engagement data from prospector and meetings reps where they are in SFDC. See key account engagement data directly from within SFDC to make it easier to understand which accounts are engaging and how as you build your context on next steps.Reference Documentation: How To Install The Drift Salesforce IFrameLocation: Please see the above help doc for information on how to set up the Drift Salesforce IFrameDropdowns In PlaybooksFeature: Dropdowns In PlaybooksBilling Plan Required: FY22 Premium and above plansDescription: Dropdowns in question responses let users choose from a longer list of pre-defined options than what button responses previously allowed. It's not uncommon to frequently need users to choose a country or US state, and now you can add all of those with a click of the “quick add list” button.Reference Documentation: How To Build Bot PlaybooksLocation: You can access Dropdowns in playbooks by navigating to the "Playbook" tab, selecting a playbook and clicking into a Question node.Chat Report EnhancementsFeature: Chat Report EnhancementsBilling Plan Required: All paid Drift plans.Description: In response to customer feedback, we've made some improvements to the chats report. With added export options and additional filters you'll be able to gain even more insight into your reps conversations.Reference Documentation: Chat Playbook ReportingLocation: You can access Chat Playbook reporting by clicking the "reports tab".Sunset FeaturesNo features within Drift are scheduled for Sunset during this month.For reference to all sunset features check out this doc.

Check out some of the new features you'll find in Drift during the month of March. We’ve also included which billing plan is tied to each feature, and linked to accompanying documentation.Routing Outcomes ReportFeature: Routing Outcomes ReportBilling Plan Required: FY22 Premium and above plans Description: The Routing Outcomes Report is a brand new report that provides insight into how conversations are getting routed. With this reports, users can understand their routing rule performance, and identify configuration/rep performance issues to create the best customer experience possible.Reference Documentation: Routing Outcomes ReportLocation: You can access the Routing Outcomes Report by navigating to Reports > Conversations > Routed Chats.Migrate Chats Report to new reporting infraFeature: Migrate Chats Report to new reporting infraBilling Plan Required: FY22 Premium and above plans Description: The Chat Report has been revamped to draw data from our new reporting platform. You can now drill-down and export more sections of this report to really dig the data.Reference Documentation: Conversation Stats, Reporting and ExportLocation: You can access the Routing Outcomes Report by navigating to Reports > Conversations > Chats.Drift Chat Notifications in Microsoft TeamsFeature: Drift Chat Notifications in Microsoft TeamsBilling Plan Required: FY22 Premium and above plans Description: Routing notifications for new Drift chats send direct to Microsoft Teams, meeting reps where they live to increase their response time by increasing visibility of key eventsReference Documentation: Drift Chat Notifications for Microsoft TeamsLocation: Drift Chat Notifications in Microsoft Teams are enabled within Teams. Please see our help doc for more information.Blocks Page RedesignFeature: Blocks Page RedesignBilling Plan Required: FY22 Premium and above plans Description: The Blocks landing page has been redesigned to be easier to read and to show you more details about each of your reusable blocks without having to click into each one.Reference Documentation: How To Use Blocks v2Location: To access Blocks, navigate to Playbooks > Library > Reusable BlocksSunset FeaturesNo features within Drift are scheduled for Sunset during this month.For reference to all sunset features check out this doc

Here are the new features you’ll find in Drift during the month of February. With each new feature we include the associated billing plan and links to any accompanying help documentation.RealTime Dashboard: DrilldownsFeature: RealTime Dashboard: DrilldownsBilling Plan Required: FY22 Premium and above plans Description: Realtime Dashboard drilldowns provide Admins (sales & service managers) with the ability to drilldown into specific containers to view individual performance data so they can effectively coach and manage their teams.Reference Documentation: RealTime Dashboard - Service RealTime Dashboard - SalesLocation: You can access the RealTime Dashboard by navigating to Reporting > RealTime Dashboard. RealTime Dashboard: ExportFeature: RealTime Dashboard: ExportBilling Plan Required: FY22 Premium and above plans Description: RealTime Dashboard container exports give managers the ability to quickly export their team's performance data.Reference Documentation: RealTime Dashboard - Service RealTime Dashboard - SalesLocation: You can access the RealTime Dashboard by navigating to Reporting > RealTime Dashboard. 6sense Integration FieldsFeature: 6sense Integration FieldsBilling Plan Required: FY22 Premium and above plans Description: Drift now has key 6sense attributes in live view and live chat! If you have a 6sense license and drift license, all you need to do is connect.Reference Documentation: How to Connect Drift to 6senseLocation: You can access 6sense by navigating to Settings > Integrations > 6senseSelf Service Log UpdatesFeature: Self Service Log UpdatesBilling Plan Required: FY22 Premium and above plans Description:  The Teammate Activity Log now displays activity of how/when the widget has been modified, or targeting settings changes.  In addition, you can now use a Google Analytics Event Log to view any changes made to the integration. Reference Documentation: How to Access and Understand the Activity Log for Your Team, Connecting Drift and Google AnalyticsLocation: You can access the Teammate Activity Log by going to Settings > Manage Teammates > and selecting View Activity Log from the ellipsis on the right hand side.  To Access the Google Analytics Event Log, go to Settings > Integrations > Google Analytics > Event LogSunset FeaturesNo features within Drift are scheduled for Sunset during this month.For reference to all sunset features check out this doc

Check out the new features you'll find in Drift during the month of January. I’ve included which billing plan is tied to each feature, and linked to accompanying documentation.Blocks 2.0Feature: Blocks 2.0Billing Plan Required: FY22 Premium and above plans Description: Blocks give marketers the ability to reuse flows of skills across multiple playbooks and we saw some value during the v1 release but didn't get a ton of adoption due to the inconsistencies between the Blocks and Playbook builders.. With Blocks v2 we're releasing a more reliable, consistent experience that should help reduce complexity and repetition across playbooksReference Documentation: How To Use Blocks v2Location: You can access Blocks by navigating to Playbooks > Library > Reusable BlocksSignal Profanity in AI ChatbotFeature: Signal Profanity in AI ChatbotBilling Plan Required: FY22 Enterprise Description: Drift's AI Library has a new and improved signal profanity base topic that identifies profane language across your AI conversations. Enterprise Marketers are able to customize how the bot responds to profane language across all their AI playbooks. Once the profane topic response in generated in chat, the playbook question will be repeated to give the site visitor a chance to rephrase their utterance without profanity.Reference Documentation: Conversational AI In PlaybooksLocation: You can access Signal Profanity by navigating to Playbooks > Library Discovery Tab UpdatesFeature: Discovery Tab UpdatesBilling Plan Required: FY22 Enterprise Description: Uncover and apply even more relevant topics that your website visitors care about to provide a better AI bot experience. The updated UI clearly indicates actions to take and helps keep new topic discovery organized and easy to apply.Reference Documentation: Conversational AI In PlaybooksLocation: You can access Signal Profanity by navigating to Playbooks > Library > DiscoveryReporting Enhancements-Round 1Feature: Reporting Enhancements-Round 1Billing Plan Required: Premium and above plans.Description: A quick update of our Conversations overview widget on the dashboard to add a drill-down of the numbers/graphs, and exports so that users can audit and verify the numbers we’re showingReference Documentation: Conversation Stats, Reporting, and ExportLocation: You can access Reporting by clicking on the Reporting tab