WovenIQ — Release R1.65

Highlights

• Adaptive integration: the in-app Integrations experience now supports connecting and configuring Adaptive alongside your existing integration types, with clearer setup and status in the UI.
• Outbound email on the timeline: customer-facing emails sent from WovenIQ (including compose-from-profile and automated template sends such as Customer Queue status messages, preference update notifications, and store visit follow-up reminders) now create a completed Task so the message appears on the activity timeline. One-time password (OTP) messages for surveys remain excluded from this pattern so authentication emails do not clutter the timeline.
• Allocation approvals: a dedicated permission set, WovenIQ - Approve Allocation, lets you grant only the users who should set Product Interest Approval Status for allocation workflows.
• Messaging accuracy: Podium-style message activities use a dedicated Completed Date/Time value on Task for ordering and summaries, and Contact Last Message At stays aligned with the latest message activity.
• Quieter notifications after data loads: in-app message received notifications are limited to current message activity so bulk or historical message loads are less likely to notify the whole team.

What’s new for everyone

• Integrations: connect and manage Adaptive from the same Integrations area you use for other connections, with improved layout and controls for configuration and status.
• Richer email activity details: email rows on the activity timeline can show a clearer date and time when the custom Completed Date/Time value is present on the underlying Task.
• Message threads: conversation ordering and “last message” behaviour respect the message Completed Date/Time when present, so threads feel more consistent with real send/receive times.
• Fewer noisy alerts: if old messages are imported or backfilled, teammates are less likely to get new message notifications for every historical row.

What’s new for administrators and data stewards

• WovenIQ - Approve Allocation: assign this permission set to users who may approve or reject Product Interest allocation decisions. It controls access to update Product Interest → Approval Status without granting unrelated admin access.
• Product Interest: use Approval Status as the single picklist that drives allocation approval workflows for interested products.
• Contact → Last Message At: this field reflects the latest messaging activity time derived from messaging-related Tasks, including both sent and received traffic where applicable. Use it in list views, reports, or automation that depends on “last touched by messaging.”
• Task → Completed Date/Time: this custom Completed Date/Time field on Task stores the instant used for messaging ordering and rollups. For new messaging-related tasks it is populated automatically when appropriate; activity queries and the timeline prefer it when set, and fall back to standard fields otherwise.
• Outbound email and activities: template-based sends that previously relied on Salesforce “email as activity” in isolation are aligned so a completed email Task is created for traceability—except survey OTP emails, which intentionally stay off that pattern.
• Customer Queue: status notification emails sent from the queue continue to update Customer Queue tracking fields and now align with the same explicit Task-based activity behaviour as other outbound template mail, improving consistency on the Contact timeline when a Contact is in scope.
• Preference update emails: automated preference-update messages use the same explicit Task activity pattern so the Contact timeline stays consistent with other template-driven mail.
• Notification policy for inbound messages: only message Tasks with Activity Date on or after the prior day drive the standard message received in-app notification, which reduces alert storms when loading historical data.

Support

If you have questions about this release or need help with configuration, contact your WovenIQ administrator or your WovenIQ support channel.