Docs

Getting Started·Updated Aug 21, 2026

Release Notes

Recent KendoAI updates across call routing, scoring, integrations, analytics, billing, and team workflows.

Overview

This page highlights major additions across the Kendo workspace, API, integrations, analytics, billing, and training workflows. For step-by-step help, follow the linked guides in the sidebar.

Dates refer to when features were documented in these guides; your workspace may have received updates on a different schedule.

Call Routing and scorecard automation

What shipped — The new Configure > Call Routing workspace routes incoming calls through a visual workflow. Match by source, call type, title, duration, direction, internal/customer scope, rep, participants, HubSpot deal context, conversation intelligence, or custom metadata.

Workflow actions — A route can select a scorecard, send a low-score notification through Kendo, Slack, or email, request review, create a coaching task, add a tag, and finish with an explicit fallback.

Operational controls — Save a draft, validate it, test a sample call without affecting production, publish an immutable version, inspect live and simulated runs, restore an earlier version, or unpublish back to the team's default scorecard.

Build faster — Start from a template or describe the routing outcome to the AI copilot, then review the proposed graph before applying it.

Learn more — See Call Routing under Analytics & Metrics.

Evidence-led scoring and manager calibration

What shipped — Call scoring now separates a factual call overview from scorecard judgment. Criterion verdicts are tied to transcript evidence, and the overall result includes review status, confirmed outcomes or next steps, unresolved risks, and the selected scorecard.

What changed — Kendo does not infer personality, honesty, emotion, or confidence from raw voice characteristics. Scoring evaluates the current call against the configured criteria and does not reward or punish a rep merely because the deal was won or lost.

Manager controls — Owners and Administrators can mark a criterion accurate, too strict, too generous, wrong, or not applicable; correct its execution level; add a note; and save supported transcript moments as calibration examples.

Learn more — See Understanding Scores and Custom Scorecards.

Expanded integrations workspace

Meeting and call imports — Kendo now supports Fathom, Zoom, Google Meet, Fireflies, Wispr Flow, Aircall, RingCentral, Dialpad, Quo, Grain, Granola, Close CRM, Gong, Avoma, and GoHighLevel, subject to the provider plan and permissions described in the integration card.

Business context and revenue — HubSpot can enrich calls with read-only CRM context. Stripe and Whop import payments read-only so teams can attach collected revenue to the calls that generated it.

Automation — Slack, signed webhooks, Push API, Zapier, Make, and n8n cover notifications and custom ingestion workflows.

UX improvements — Integration cards now show connection health, destination-team routing, sync behavior, permission requirements, member matching, and troubleshooting in one place.

Learn more — Start with Integrations Overview.

Google Workspace: Gmail, Calendar, and Meet

What shipped — One user-scoped Google connection can create reviewable Gmail drafts, manage Google Calendar events, and import accessible native Google Meet recordings and transcripts without sending a meeting bot.

Calendar workspace — View availability, create and reschedule meetings, invite guests, add Google Meet conferencing, and work with scheduled-call notes, action items, attendance, and outcomes.

Privacy controls — Disconnecting revokes the Google grant, deletes stored OAuth credentials, and removes Google-derived Kendo data as described in Kendo's Google Workspace data practices.

Learn more — See Google Workspace Integration.

Revenue attribution and deal outcomes

What shipped — Add or update a deal directly from a call with deal size, cash collected, deal date, notes, attendance, and outcome. Connected Stripe and Whop payments can be searched, suggested by date, linked, moved, or unlinked.

Analytics — Team dashboards now calculate win rate from recorded outcomes, cash collected from linked payments and manual deal updates, and average deal size from won calls. AI forecasts are not counted as collected revenue.

API and automation — Push API accepts optional deal details during ingestion. Webhooks include payment.linked and deal.outcome.updated events for downstream systems.

Learn more — See Revenue Tracking, Push API, and Webhooks.

Call review, transcript, and coaching workflow

What shipped — Call pages have clearer scorecard results, factual overviews, participant and attendance context, CRM deep links, outcome editing, activity tracking, and source-aware playback or note panels.

Transcript tools — Speaker turns are easier to read and transcript export is available for supported calls. Granola imports open the original note because Granola does not provide stored audio or video.

Manager follow-through — Review reminders, filtered/sorted training assignment, call renaming, tags, notes, and targeted coaching make it easier to move from a finding to an action.

Team setup, onboarding, and billing

Team management — Member records now normalize sales roles and job titles, support additional email aliases for rep attribution, and make integration-to-member matching easier to diagnose.

Onboarding — The setup flow has smoother step transitions, clearer team-size and pricing choices, stronger document validation, and guided integration recommendations.

Billing — Seat pricing supports monthly and yearly intervals, Owners and Administrators get clearer subscription lifecycle states, and the Billing workspace distinguishes pooled roleplay credits from live-call capacity.

API reliability and security

Reliability — Import pipelines use provider-appropriate webhook or polling flows, deterministic identities, retry-safe processing, clearer connection health, and explicit timeout/error states.

Security — Provider credentials are encrypted before storage; sensitive integrations use scoped or read-only credentials where possible; signed webhook verification, replay protection, tenant checks, and stricter write rules protect ingestion paths.

Platform cleanup — Deprecated cron and Recall integration paths were removed, while Stripe lifecycle handling and Google data purge behavior were strengthened.

Refreshed interface

What shipped — Kendo AI moved to a warm, lower-contrast parchment look with a single rationed amber accent, flatter cards, and a redesigned dark mode in matching warm tones. These docs now share that design language.

Why it matters — Calmer surfaces and consistent typography keep the focus on your calls, scores, and coaching instead of heavy chrome.

Learn more — Toggle light/dark from the theme switch in the top bar.

Passwordless email-code sign-in

What shipped — Passwordless sign-in now uses a 6-digit code sent to your email instead of a magic link. Request a code on the sign-in screen, then enter it to log in.

Why it matters — Codes work reliably across devices and email clients where magic links sometimes broke, and they pair cleanly with two-factor authentication.

Learn more — See Creating Your Account and Two-Factor Authentication in the docs.

Rename calls

What shipped — You can now rename a call after it's processed by editing its title from the call view.

Why it matters — Call history search matches on the title and rep name, so a clear title (for example, the prospect's name) keeps calls easy to find.

Learn more — See Uploading Calls under Call Analysis in the docs.

Training Paths

What shipped — Team-scoped Training Paths (Coaching > Paths, Owner/Administrator only): create ordered sequences of roleplay steps (up to 10 steps per path, each with a minimum passing score), assign reps, and track completion.

Why it matters — Managers get a repeatable onboarding or upskill program; reps always know the next step and can pass steps with a clear score threshold.

Learn more — Open Training Paths under Training System in the docs for full workflows.

Assign Training

What shippedAssign Training lets managers assign a single targeted roleplay drill from call analytics, with a score goal or time goal, notifications for the rep, and tracking under Personal Analytics (Assigned Training).

Why it matters — Closes the loop from a reviewed call to concrete practice without building a full multi-step path.

Learn more — See Assign Training under Training System in the docs.

Kendo AI (Agent tab)

What shipped — The Agent tab (Operate group) opens the Kendo AI experience: conversational coaching and insights using your team context and the same date range as Overview and Performance.

Why it matters — Leaders can ask questions about performance and coaching without leaving the workspace; the tab is optimized for focus alongside dashboards.

Related — Team-level knowledge lives under Context (Knowledge group). Roleplay and paths use Roleplay and Paths under Coaching.

Custom Scorecards

What shippedCustom Scorecards (Configure > Scorecards): build scoring criteria that match your methodology. Start from prebuilt templates (MEDDPIC, BANT, and more), draft one with the AI scorecard creator, or build from scratch with weighted categories.

Why it matters — Calls are scored against your real sales process, not just the default categories.

Learn more — See Custom Scorecards under Analytics & Metrics in the docs.

Team-member competency radar

What shipped — The team member drill-down (Workspace > Members → a member) now includes a competency radar chart that visualizes strengths and weaknesses across scoring categories at a glance.

Why it matters — Managers can quickly see where a rep needs coaching and assign targeted training from the same view.

Where to read more

- Training Paths — Structured paths, assignments, and rep experience

- Assign Training — Single-session drills from call review

- Custom Scorecards — Templates, AI builder, and weighted categories

- AI Context — Team knowledge for scoring, coaching, and roleplay

- Personal Analytics / Team Analytics — Assigned training, path progress, and the competency radar

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