What's New

What changed in Rocketly?

Every release, we publish what was added, what improved and what was fixed. Newest first — each entry carries its own date and version.

The 25 newest updates are here. All 569 updates are reachable by month or by product area.

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569updates
26releases
October 14, 2026latest release

October 14, 2026

v23.1.1414Latest32 updatesAll 32 updates in this release

NewSales & CRMHighlight

Goals: set sales targets and track the results

A “Goals” page has been added to the Opportunities menu. With “Create goal” you enter a monthly, quarterly or yearly target for won revenue or the number of won deals and choose its start and end dates. The list shows how much of each goal has been achieved so far and the progress towards it; revenue is measured in your organisation’s base currency and won deals as a count. If the goal and the result are in different currencies, progress is not estimated and the reason is shown instead. From the same page you can open the goal report or delete a goal you no longer need. The page is available to everyone who can view opportunities, including on the free plan.

NewMarketingHighlight

Keyword Planner, Performance Max insights and video reports in Google Ads

New read-only panels have been added to the advanced section of the Google Ads page. In “Keyword Planner” you get new keyword ideas from keywords or a web page, check the historical search volume of keywords and see their forecast performance; the “Ad group themes” and “Setup recommendations” tabs are here too. “Performance Max insights” lists the search terms and asset performance of your PMax campaigns. “Video metrics and placements” shows video view rates and the sites, channels or videos where your ads appeared. Google Ads reports also gain day-and-hour and region highlights and device-level impression share charts. None of these panels change anything in your account.

ImprovedAIHighlight

AI Chat in the mobile app: ask about files, see charts and record cards

AI Chat in the Rocketly mobile app has moved closer to the web version. You can pick a document on your phone and ask a question about it; file limits are the same as on the web and you can cancel a send halfway. Numeric answers are now drawn as charts and visual cards instead of plain text. Records mentioned in an answer open inside the app with one tap, across 12 supported record types.

ImprovedSales & CRM

Visitors choose their own time zone on the booking page

On the public booking page, visitors pick their own time zone with “Select time zone”; calendar days and free slots update to the chosen zone. You can preview your weekly working hours before publishing them. You can copy the link a guest uses to manage their booking from the booking record, or invalidate every previously shared link with “Revoke old link”; the reminder sent to the guest states how long the link stays valid. The appointment calendar opens with a full month grid and shows separately whether the appointment reached each calendar provider.

NewAI

Set your own AI credit alert thresholds

An “AI credit alerts” dialog has been added to the AI credit usage dashboard. You can keep your plan’s default alert thresholds or enter your own first-warning and critical-warning percentages for the organisation; the alert for running out of credits always stays at 100%. The dashboard shows which threshold is in effect and whether it comes from the plan or from your organisation’s setting. The month-end forecast now has a “likely range” based on actual usage over recent days, and a separate warning tells you roughly when credits may run out if usage continues at this pace.

ImprovedAutomation

Fixed-length A/B experiments in follow-up sequences

A/B experiments on follow-up sequence steps now run for a period set in advance. When you start an experiment you choose how many days new participants are enrolled; the screen shows the enrolment end and the decision time. The measured outcome is the reply or conversion from a person’s first run, and failed sends still count towards the people assigned. When the decision time arrives the result is settled once and later events do not change it. If the step’s content changes while the experiment is running, or the experiment is stopped early, no winner is declared.

NewMarketing

Conversion upload settings and data-sharing consent

Lead Operations now has conversion upload settings: this is where you enter the CRM event set for TikTok and the conversion action for Google Ads; secret fields show only their last characters once saved. At the top of the section, the “Data sharing with ad platforms” card lets the organisation owner or an admin confirm and turn on, or turn off, sharing lead conversions with ad platforms; it shows who made the last change and when. Until now there was no screen for giving this consent, so conversion uploads were skipped. Platforms not covered by the consent are listed by name on the card.

ImprovedMarketing

Page selection and automatic form sync for Meta lead forms

In Lead Forms you can now choose which Facebook Pages’ forms to track for Meta: every accessible Page is listed with its form permission, your choice is saved and the form list refreshes accordingly. If you have more than one connected account, you also choose which account the forms come from. With the new “Automatic form sync” turned on, new Meta forms are checked every 6 hours; when it is off, you sync new forms manually. Either way, leads keep flowing from existing forms. If access to a Page has been revoked, the selection screen says so.

ImprovedMarketing

Meta tools: Meta recommendations, brand safety and a long-range report

New panels have been added to the tools section of the Meta Ads page. “Meta recommendations and opportunity score” lists in Rocketly the recommendations Meta shows in Ads Manager and your account’s opportunity score; you see how much each recommendation adds to the score and which objects it affects, and you can open it in Ads Manager with one click. “Brand safety” shows an ad set’s inventory filter settings. “Long-range report” prepares reports for long date ranges in the background. The account’s DSA defaults and the Advantage+ status of campaigns are shown here as well, and ads with dynamic or Advantage+ creative show a creative summary on their row.

ImprovedMarketing

Impression share, term popularity and change history for Apple Ads campaigns

The Apple Ads campaign page has a new “Apple Ads insights” section. “Impression share” shows the share of searches your campaign captures, “Term popularity” the popularity of search terms and “Change history” the changes made in the account, while “Breakdown report” and “Ad level” split performance by the dimension you choose. Data loads only for the tab you open. You can sort the breakdown report and download it as CSV, and share the selected tab and filters as a link. “Phrase / category suggestions” gives keyword ideas for your app. The campaign page also lists ad groups, keywords, negative keywords and search terms live from Apple.

ImprovedMarketing

Hourly ad series and breakdown insights for Snapchat

An “Hourly series and delivery insights” panel has been added to the Snapchat page. The “Hourly (ad)” tab shows a single ad’s performance hour by hour through the day. In the “Breakdown” tab you choose a breakdown and an attribution window for the ad account, a campaign or a lower level and see performance split by that breakdown; long reports are prepared in the background.

ImprovedMarketing

Ad approval status and rejection alerts in Rocketly

The approval status of your ads on each platform is now visible in Rocketly. On TikTok and Snapchat campaign pages, the review card highlights ads that are not approved or have been rejected, with the reasons, and can list all ads if you want. In Google Ads, each ad’s row shows its approval and review status together with any policy topics. The Yandex Direct moderation panel also shows the ad’s headline, text, link and image, so you no longer need to go to Yandex to see what is under review. In LinkedIn you get a notification when a creative is rejected or held for review.

ImprovedMarketing

Segment breakdowns, CTA/VTA and performance ranking in ChatGPT Ads reports

Two tabs have been added to the ChatGPT Ads campaign tools: “Segment report” splits performance by breakdown and shows click-through (CTA) and view-through (VTA) conversions separately, while “Crawl evidence” shows how the ad’s landing page was crawled. In reports, “Period performance ranking” sorts items by the metric you choose, and the click-through conversion rate is included. The daily chart can draw different metrics on a comparable scale, and clicking a day opens all of that day’s metrics. You can share the report view as a link and see which pages and rows a CSV will contain before you download it.

ImprovedMarketing

Personal table views and chart-to-table navigation in Matomo

With “Personal table views” in Matomo reports you can save a report’s columns, sorting and page layout to your account under a name and open it again with one click; only the layout is saved, not the data. Choosing “Open data” on a chart point opens the matching row in the table. You can choose the row density of tables and move between columns with the keyboard. When a comparison with the previous period is not possible or data is missing, the chart shows why, and if no site is selected the screen guides you to pick one.

ImprovedMarketing

Day-and-hour heatmap and cross-device preferences in the Marketing Dashboard

A “Day and hour intensity” heatmap has been added to the Marketing Dashboard: it shows on which days of the week and at which hours Google Analytics 4 sessions or Meta ad data are concentrated, and narrows to the connected account selected on the dashboard. On your phone, you choose the four metrics shown in the summary strip with “Choose summary metrics”. The selected account, visible columns, primary metrics and the trend table preference are now saved to your account, so you find the same layout when you sign in from another device. Spend in different currencies is shown separately per currency instead of with a made-up conversion.

ImprovedMarketing

Your campaign drafts on every device

In the campaign wizard, “Save to my account” stores the draft in your account so you can open it on another device from the “Show drafts” list; you only need to upload images and videos again. Campaign, group and ad drafts you prepare in ChatGPT Ads are also saved under a name and open across devices. Starting the wizard over now asks for confirmation, so a draft is not deleted by accident. During launch, the campaign’s status on each platform is tracked separately as “Creating”, “Done” or “Could not be created”.

ImprovedMarketing

GEO: live competitor search progress, competitor editing and mention tone

In the competitor step of GEO Setup, the search for suggestions is shown live with the elapsed time; if the search stops partway, what has been found so far is listed and you can retry the rest. Your own site no longer appears among the suggestions, and where it makes sense, indirect competitors from an adjacent category are suggested alongside direct ones. You can change a competitor you have added with “Edit competitor” without leaving setup. The GEO dashboard shows the tone in which your brand is mentioned in AI answers as an estimated distribution, and “Review answer evidence” takes you to the related answers.

ImprovedMarketing

Competitor Analysis by the brand’s country; share comparisons

In Competitor Analysis you can optionally enter “Brand country” for each brand; search data and ad library scans are then run for that country’s market, and the brand card shows the country as “user confirmed”. You can send a competitor comparison as a link with “Share comparison”; whoever opens it sees only the data they are allowed to see. Filters in the competitor list can be shared with a link too. Brand insights have become action cards that show how many sources returned data and when the data was collected.

ImprovedAI

AI Coaching: weekly summary email, accessible summary and next task

With the “Get the weekly summary by email” switch on the coaching dashboard, you can receive the weekly coaching summary at your own email address. The coaching profile now has an “Accessible coaching summary” that reads well with screen readers too. In the development plan, “Next task” highlights the first concrete thing to do, and cancelled tasks or tasks with an unknown status are flagged for you to review. In manager notes, “Show changes from the previous version” shows added and removed paragraphs, and long notes expand in full when you want.

ImprovedAI

Automatic website refresh and large documents in knowledge sources

Website sources in Knowledge Sources now have an “Automatic refresh” option: the site can be re-read by itself every day, every 7 days or every 30 days, and the next refresh time is shown on the source card. Large texts and documents are indexed in the background, and you can follow the job on the card. When you add a new website source and a source already exists at the same or an equivalent address, that one is shown first and you can use the existing source instead. You can filter the source list by status and freshness.

ImprovedAI

Save chart views in AI Chat and download long answers as PDF and PNG

In AI Chat, after arranging a chart answer the way you want, you can name it and keep it with “Save view”, then reopen it from the “Saved views” list. Long answers download as a PDF split into readable pages, or as PNG (inside a ZIP when long). The downloaded PDF also ends with the searchable text of the answer.

ImprovedAI

Conditions between steps and a per-run credit limit in Super Agent playbooks

In Super Agent playbooks you can tie a step to the outcome of earlier steps you select: you set a condition so it runs when “All selected” or “Any selected” succeed or fail, and you make each step use only the part of the trigger data it needs. Before saving, a “Complexity preview” shows the number of write, critical, external delivery and conditional steps and the estimated credit cost. Every run has a credit ceiling, and no new step starts once it is exceeded. A run you cancel does not execute later steps, and you see edits made at a step waiting for approval before it continues. In agent memory you can restore archived entries, and find entries that are about to expire with the “Re-verify” filter to verify and extend them.

ImprovedAI

AI Routing: per-agent capacity and human review of decisions

In AI Routing you can set a “concurrent capacity” for each agent; if it is left empty the organisation capacity is used, and with load balancing on, the agent’s current active work against capacity appears in the decision explanation. In the new “Confidence range review” you mark decisions as “Suitable” or “Not suitable”, and the rates are calculated only from these human reviews. You can filter the decision history by reason code and by whether a decision has been reviewed, and download the workload as a file. The agent editor shows keywords that clash with other agents.

ImprovedCommunication

Call Center: import holidays from CSV, enter targets in bulk, archive scripts

The holiday calendar in Call Center settings now has “Import holiday list”: you upload a year’s holidays from CSV, review them as a draft checked row by row, and then save. Archiving one of your organisation’s own closed days no longer changes past SLA results. On the daily targets card, “Paste bulk targets” brings in team and personal targets at once and previews them before they are applied. When you change the cooldown for SLA alerts, “Show sample alert sequence” shows which alerts would be sent and which suppressed, without saving. Call script templates can be archived and restored; if someone else changed the same template, your draft is kept and you merge the differences by choosing. “Alert summary” in transcript search gathers the daily match alerts you received.

ImprovedFinance

General Ledger: bulk drafts for past documents, stock opening and count difference entries

General Ledger has a new “Historical source entries” section: documents recorded before you started using the General Ledger that have no journal entry yet — sales invoices, expenses, collections and payments, transfers, returns, service revenue and bank fees — are listed as candidates; drafts are prepared in bulk from the ones you select, and each draft still goes through the approval and posting steps on its own. In the stock movement list you can prepare a “Stock opening entry draft” for a physical opening movement, and a count difference entry draft for the shortage or surplus of a completed count; the amount comes from the movement’s recorded cost and you choose the counter account. For foreign-currency cash and bank accounts, “Exchange difference preview” calculates the period-end revaluation difference without recording anything, and you can attach the TCMB document as rate evidence and submit it for independent approval.

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