Spiro Release [June 2026]
June 2026 Release Notes
This release adds branch-aware contact assignment, improvements to collaboration notes, new notification types, and a set of usability updates across routes, filters, and email.
Branch Assignment for Auto-Created Contacts
When Spiro auto-creates a contact from an email, it now assigns that contact to the correct branch (child company) based on the contact's email information.
Why it matters
Organizations with multiple branches had contacts defaulting to the wrong child company, requiring manual correction after the fact. The assignment logic had no way to distinguish between branches based on available contact data.
This update makes the initial assignment more accurate, and gives users a clear way to review and correct assignments when needed.
How it works
- Auto-assignment uses the contact's email information to match against the correct branch.
- A banner appears on the contact's detail page showing the assigned branch, with an option to change it.
- Assignments can be reviewed, accepted, or reassigned in bulk from the contact list.
- Controlled by a new setting — Enable Branch Assignment — under the Contact Automation tab in Settings.
Collaboration Notes Improvements
Collaboration Notes now support pinning, starring, and search, making it easier to surface and manage notes as they accumulate.
Why it matters
As the volume of collaboration notes grows, there was no way to mark important notes or find specific ones without scrolling through the full list.
How it works
- Pin a note to keep it at the top of the list.
- Star a note to mark it for easy reference. Hovering shows who pinned or starred it.
- A search field filters notes by user, note text, or related record.
- Notes from child tickets and related activities are rolled up to the parent record.
- Available on web.
Pre-Recorded Message for Outgoing Calls
Admins can configure a pre-recorded message that plays to the callee at the start of every outgoing call.
Why it matters
Some organizations need a consistent opening on every call — for legal disclaimers, compliance, or standard greetings — without relying on individual reps to deliver it manually.
How it works
- Set the message in the admin console under the Twilio account tab.
- The message plays to the callee at the start of every outgoing call made by users in the organization.
- Enabled per customer.
Non-Company Stops for Routes
Routes now support stops at locations that aren't companies in Spiro.
Why it matters
Sales reps often need to include stops at locations not tracked in Spiro — warehouses, hotels, or other addresses. Previously, every stop had to be a Spiro company record.
How it works
- Search for any stop by address or place name directly in Spiro.
- Non-company stops appear with a distinct pin color and icon on the map.
- Their popup shows name and address only.
- Can be reordered in the route builder like any other stop.
- The map search bar now has separate Companies and Locations tabs.
Exclude Fields from List View Filters
Admins can now control which fields appear in the filter picker on list views.
Why it matters
Filter pickers accumulate every available field over time, making them harder to use. There was no way to hide fields that aren't relevant for filtering without removing them from the data model entirely.
How it works
- A new "Show in Filters" column has been added to Settings → Customizations.
- All fields are enabled by default.
- Toggling a field off removes it from the filter picker in list views.
- Web only.
Notifications Updates
Several new notification types have been added for opportunities, tickets, and ticket replies, along with a Direct Reports filter in the Assistant.
How it works
- New Opportunity notification — triggers when an opportunity is assigned to or created for a user, not when the user creates it themselves. Appears under Mentions in the Alert Center.
- New Ticket notification — triggers when a ticket is assigned via creation, assistant rule, automation, or manual update. Available on web, iOS, and Android.
- New Ticket Reply notification — triggers when a ticket receives a new inbound reply. The notification includes the email body. Available on web, iOS, and Android.
- Direct Reports filter in Assistant — new option in the Assistant user dropdown between My Alerts and Team Alerts, showing alerts for the manager's direct reports only.
Quick Copy on Email Addresses
A copy button now appears next to each address in the To and CC fields of synced emails.
Why it matters
Copying an email address from a synced email required selecting the text manually, which was error-prone when addresses were truncated or displayed in a list.
How it works
- A copy button appears next to each address in the To and CC fields when viewing a synced email.
- One click copies the address to the clipboard.