Release Notes 1.4: Contact Memory, Configurable Intake Parameters, Responsive Emails

Revox voice agents can now remember the most important information from previous conversations with each contact.

When a new caller contacts an agency, Revox can automatically save them as a contact. After each completed call, Revox analyzes the transcript and identifies the details that may be useful during future conversations.

These details are converted into concise memory notes and connected to that individual contact.

When the same person calls again, the voice agent receives the relevant context before beginning the conversation.

Revox agents no longer need to treat every call as if it were the first interaction.

For example, if a client previously called to request an auto insurance quote, the agent may remember:

• That the client requested an auto quote
• The vehicles or drivers previously discussed
• Information already collected during the intake
• Questions the client asked
• Next steps that were promised
• Outstanding information still needed
• The client's communication preferences

The contact memory layer operates automatically after each completed call.

Revox analyzes the call transcript, extracts the most important long-term details, and creates organized memory notes for that contact.

The system is designed to focus on useful context rather than simply passing the entire previous transcript to the voice agent.

This gives the agent the information it needs while keeping future conversations focused, responsive, and efficient.

Contact memory allows agencies to provide a more connected experience across multiple conversations.

Instead of saying, “Can you explain what you called about previously?” the agent can recognize the existing situation and respond with the appropriate context.

This can be especially useful for:

• Quote follow-ups
• Incomplete insurance intakes
• Policy service requests
• Claims-related conversations
• Appointment follow-ups
• Renewal discussions
• Document requests
• Customer preferences
• Promised callbacks or next steps
• Ongoing conversations involving multiple calls

Memory notes are connected directly to the relevant contact, creating an ongoing record of important information from previous calls.

As contacts continue interacting with the agency, Revox can build a more complete understanding of their needs, prior requests, and conversation history.

This creates the foundation for a persistent contact intelligence layer across Revox.

Revox 1.4 also adds parameter fields to line-of-business intake workflows.

Agencies can define and structure the information that needs to be collected for different insurance lines and use cases.

Depending on the intake, these parameters may include details such as:

• Applicant information
• Driver information
• Vehicle information
• Property information
• Business information
• Current carrier details
• Prior insurance information
• Coverage requirements
• Effective dates
• Loss history
• Additional line-specific questions

Different lines of business require different information.

A personal auto intake should not follow the same structure as a homeowners, commercial property, general liability, or workers' compensation intake.

Configurable parameters allow Revox intake workflows to better reflect the specific requirements of each line of business.

This creates cleaner data collection and makes it easier to pass information into agency workflows, email notifications, PDFs, connected systems, and future integrations.

Email notifications generated by Revox have also been updated with an improved responsive format.

Call summaries, intake details, service requests, and other notifications are now presented in a cleaner, more polished layout that adapts to different screen sizes.

Whether an agency team member opens a Revox notification on a desktop computer, tablet, or mobile phone, the information remains organized and easy to review.

Revox 1.4 includes several fixes and improvements to voice-agent behavior and overall call performance.

These updates improve the consistency and reliability of conversations across supported voice workflows.

Additional refinements will continue to be released as Revox expands its voice, intake, routing, memory, and communication capabilities.

With this release, agencies can now:

• Automatically save new callers as contacts
• Analyze completed call transcripts
• Extract and store important contact memories
• Give voice agents relevant context from previous calls
• Continue conversations without forcing callers to repeat information
• Maintain useful history for quotes, service requests, claims, and follow-ups
• Configure parameter fields for line-of-business intake workflows
• Collect more structured and workflow-specific insurance information
• Receive professionally formatted email notifications
• Review notifications comfortably across desktop and mobile devices
• Benefit from improved voice-agent reliability and performance

The contact memory layer represents an important step in Revox's evolution.

Revox is not only helping agencies answer calls and complete individual tasks. It is building a persistent intelligence layer that can understand who a caller is, what they previously discussed, what information has already been collected, and what should happen next.

Over time, this will allow Revox agents to provide increasingly connected experiences across:

• Inbound calls
• Outbound follow-ups
• SMS
• Email
• Web chat
• Insurance intake
• Appointment scheduling
• Service requests
• Agency management system integrations

Revox 1.4 makes every conversation more valuable by allowing important information from one interaction to improve the next.

With contact memory, configurable intake parameters, responsive email notifications, and continued voice-agent improvements, agencies can provide a more informed and personal experience without requiring their teams to manually review every previous conversation.

Revox is continuing to develop into a complete AI communication and intelligence layer for insurance agencies—one that does not simply answer calls, but remembers context, understands ongoing needs, and helps move every client interaction forward.