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Release Notes & Updates

Dive into the latest Customer Portal updates, get up to speed with all the latest changes and innovations.

Portal Updates

Automatic Transcript Translation - 11th Jun 25

What’s new?

Non-English calls are now automatically translated into English - with both the original and translated transcripts ready in your portal within an hour of your call ending.

Whether it’s French, Japanese, Spanish or any other language, there’s no more waiting around. As soon as your call has been processed, you’ll see both versions in your portal - ready to review, analyze, and share.

How it works:
  1. Run a call in any language.
  2. Within an hour, the English translation appears in your portal alongside the original transcript.
  3. In the transcript view (AI Assistant and Data Capture), toggle between the original and translated versions.
  4. Uploading a non-English call? We’ll automatically translate it and populate the Data Capture grid with insights in English - all within an hour.
Why this matters

Waiting for manual translations slows you down - and can get expensive. If you’re trying to dive into analysis or quickly share findings, this product release removes the bottleneck. It’s fast, seamless, and requires no extra steps from you.

Who’s this for?

Customers running calls on Techspert lines. Customers uploading calls into Techspert's Data Capture.

Want help with moderation too?

Reach out to our Project team to learn more.

Which languages are handled and to what accuracy?

Our tool supports the translation of over 50 languages, covering >97% of speakers worldwide.

Excellent: Spanish, French, German

Very High Accuracy: Italian, Portuguese, Dutch

Strong Accuracy: Russian, Mandarin, Polish

Moderate Accuracy: Arabic (Modern Standard), Japanese, Korean, Hindi, Turkish, Romanian, Hebrew, Cantonese

Formal medical language is typically handled very well.

Language Accuracy Rating Notes
Spanish ★★★★★ Very high accuracy for medical terms, widely supported
French ★★★★★ Excellent for clinical and formal speech
German ★★★★★ High-fidelity translation of medical and technical terminology
Italian ★★★★☆ Reliable in structured conversations
Portuguese ★★★★☆ Strong for both Brazil and Portugal
Dutch ★★★★☆ Very good clarity and structure; similar to English
Russian ★★★★☆ Solid for formal use; some nuance risk with informal phrasing
Chinese (Mandarin) ★★★★☆ Strong in formal/clinical settings; tone and idiom pose minor challenges
Polish ★★★★☆ Generally strong, depending on register
Arabic (MSA) ★★★☆☆ Good in formal register; dialects more variable
Japanese ★★★☆☆ Strong for technical terms
Korean ★★★☆☆ Reliable in formal speech
Hindi ★★★☆☆ Moderate accuracy, common medical vocabulary well handled
Turkish ★★★☆☆ Good for structured calls
Romanian ★★★☆☆ Clear for written/formal input
Hebrew ★★★☆☆ Works well for medical content
Cantonese ★★★☆☆ Good with formal speech and English mix;
Vietnamese ★★☆☆☆ Moderate performance
Thai ★★☆☆☆ Complex grammar, lower resource availability
Indonesian ★★☆☆☆ Fairly basic translation support
Filipino (Tagalog) ★★☆☆☆ Fairly basic translation support


AI Assistant Now Includes Uploaded Calls - 29 May 25

What's new?

We’ve launched the first integration between Techspert’s Data Capture and AI Assistant.

Now, when you upload external transcripts to the Data Capture, they’re automatically sent to the AI Assistant and tagged under the correct segment - no manual steps needed.

How it works
  • Upload an externally hosted call to Data Capture.
  • The AI Assistant places the expert in the correct segment.
  • Query insights or generate outputs as you would with any Techspert-hosted call.

Why?

This update gives you more flexibility in your post-call analysis. You can now power your AI Assistant with external calls, so you won’t miss out on smart summarization, fast Q&A, or searchable insights.

Who is this applicable to?

All customers using Techspert’s Data Capture. Please note only Zoom and Teams file types are supported.  

Audio Snippets - 16 Apr 25

What’s new?

Download expert quotes as short audio snippets directly from the project portal.

No more scrubbing through long recordings or opening editing tools. Just grab the quote you want and download the audio in seconds. It’s the fastest way to bring expert voices into your deliverables.

How it works:
  1. Locate a quote in any location on the portal. 
  2. Click the download icon, next to the save icon.
  3. Done, your audio snippet is downloaded and ready to use
Why this matters
Customers often tell us, “We’d love to use more of this content in our outputs, but we don’t have time to clip it all.” Now you don’t have to.
Audio Snippets make it effortless to include real voices in deliverables, presentations, and share-backs, so expert calls become even more valuable.

Who’s this applicable to?
All customers who run calls through Techspert lines.

Follow-Up Questions - 20 Mar 25

What’s new?

You can now ask experts to answer follow-up questions directly from the project portal.

Whether you need a quick clarification or want to dig deeper into something an expert said, follow-up questions give you a flexible way to keep learning from the same experts, without needing to schedule another call.

How it works:
  1. In the 'Completed Connection' tab, click the 'Ask Follow-up Question' button.
  2. Choose your expert(s)
  3. Add your questions
  4. Select how much time you’d like them to spend on their answers
  5. Set a deadline
  6. Submit the form - we’ll take care of the rest.

Once answers are ready, you’ll find them saved in the 'Completed Connections' area, in a new tab next to the expert's biography, titled 'Follow-Up Questions'.

This feature also works on closed projects, simply submit the form and our Project Team will pick up your request.

Why this matters
You’ve told us you want faster ways to follow up on insights — especially when you're mid-synthesis or prepping a deliverable. This feature gives you just that: direct access to expertise on your terms.

Who’s this applicable to?
All Techspert customers with access to the project portal.

Launching Techspert's Data Capture - 17 Feb 2025

What's new?

Introducing Techspert's automated Data Capture.  

Turn expert calls into structured insights with Techspert's Data Capture. Expert responses are automatically organized into a Q&A grid, making it easy to spot key themes, track expert alignment, and identify areas of divergence. Hyperlinked, timestamped references take you straight to the original audio snippet, for instant validation. No more sifting through transcripts or struggling with spreadsheets; just clean, structured data, ready for analysis, all in one place.

Features include: 

  • Fully integrated grid, auto-filling within 30 minutes of calls concluding
  • Answers referenced with source material
  • Cells can be edited in-line 
  • Upload calls run internally or via third-party vendors 
  • Fully HIPAA and GDPR compliant
Why?

Techspert’s Data Capture is designed to replicate the workflow top consultancies and researchers use when creating data capture spreadsheets in Excel. By using the Data Capture, you will be able to bypass the hours spent taking notes and get straight to creating value.

Who is this applicable to?

All Techspert customers. Request a demo here: https://techspert.com/platform-demo

New Activity Feed - 23 Oct 24

What's New?

You can now monitor your project’s key activities in real-time, directly through the platform. Instead of waiting on email updates, you’ll have instant access to all changes to your project with our live Activity Feed. This means you can get the information you need, exactly when you need it.Activity Feed events include:
  • *New expert added
  • *Expert availabilities updated
  • *Expert availabilities expiring (last remaining expert availability is within 24 hours)
  • Call scheduled
  • Files generated (transcripts, summaries, recordings)
  • Project put on hold
  • Project resumed
  • Project kicked off
  • Project closed
You can toggle between seeing all updates or just priority (*) events. Each update links directly to the relevant expert profile, so you can quickly schedule calls and navigate across the portal.
 
Why?

Timely access to real-time information is essential for efficient project and expert management. This feature enables faster decision-making and gives users more control over the research process, without relying on email updates.
 
Who is this applicable to?

This feature is available to all Techspert customers. Events will start from October 23, 2024, and won’t include past activities.

ECHO Ask moves out of BETA - 5 Sept 24

What's New?

ECHO Ask moves out of BETA with a series of powerful upgrades, including a default project-level assistant with no more file limits, custom segment creation, and full chat history. New features include:

  • Project-level assistant. Now, when you go to ECHO Ask in your project portal, all completed calls are automatically loaded. No setup or configuration is required to get going.
  • Create your own custom segments. Whether you want insights from just Payer and KOL segments or the experts you spoke with on Monday, you can now configure this in one easy step.
  • No more file limits. N=50, no problem.
  • Full chat history. All your chats are now saved, so you can revisit them whenever you need.
  • Improved file library. You can now see all files in one place, with clearer labels, so you can jump between transcripts and call recordings more easily.

Why?

As our most hotly requested feature by customers, this change allows users to use ECHO Ask at a project level, pulling in all data across every project segment.

These changes improve your access to critical insights without the need for manual setup or limitations. By enhancing the ECHO Ask experience, we aim to streamline workflows and empower you to make more informed decisions with verifiable data at your fingertips.

Who is this applicable to?

All customers who use ECHO Ask.

Thread Management - 27 Aug 24

What’s new?

We’ve added new thread management tools to help you stay organized when using ECHO Ask. You can now:

  • Manage Multiple Threads: Create and view all your threads right in the UI.
  • Access Chat History: Review chat histories for both active and past conversations.
  • Archive Threads: Archive threads that you no longer need.

Here’s how it works:

  • Threads stay active for 7 days, after which they become read-only.
  • All threads, including archived ones, can be accessed from the ECHO Ask tab in your project portal.
  • When you archive a thread, it’s removed from the UI entirely.

These updates make it easier to manage your conversations and keep things organized.

Why?

We made these changes to give you more control over your conversations and benefit from keeping conversations going in threads that have been trained.

Managing threads and finding past conversations should be easy, and archiving lets you clear out what you don't need.

Who is this applicable to?

All customers who use ECHO Ask.

ECHO Ask Update - 4 Jul 24

What’s new?
ECHO Ask has been upgraded to include significant usability enhancements, offering improved performance for better chat responses.
 
Why?
This update is designed to provide you with better performance when using ECHO Ask, covering:
  • Enhanced Performance: Experience faster response times and more efficient processing of your requests.
  • Improved Consistency: Discover a consistent performance every time, ensuring you can get the best response from ECHO Ask.
  • Formatted responses: Gain more clarity in the format of ECHO Ask responses, for improved readability and onward analysis.
Who is this applicable to?
All contract customers who use ECHO Ask.

Contract Usage Reports - 3 Jun 24

What's new?

Previously, usage reports were emailed to customers monthly or quarterly. Now, admin users can download these reports directly from the customer portal.

Accessible from the navigation bar, all completed and active contracts will display in the 'Usage Reports' area, with reports for active contracts being refreshed on a daily basis.   

Why?

This feature provides admin users with real time information on contract usage:

  • Self-serve access: No more waiting for monthly or quarterly emails. Get the information you need right away.
  • Real-time visibility: See how many contract units have been used and how many are left - at any time.
  • Improved invoicing: Manage your reporting and invoicing - on your terms.

Who is this applicable to?

All contract customers. Your Customer Success representative will notify you when this feature has been enabled in your account.

Quote Library - 27 May 24

What's new?

Introducing Techspert's quote library!

We are excited to announce a new feature in the ECHO Ask UI: the ability to favorite and unfavorite paragraphs. With this new feature, you can:

  1. Save key quotes to the expert record in the completed connection page.
  2. Remove quotes from your saved collection as needed.
Saved quotes are organized in a new 'Saved Quotes' tab against each expert record, making it easy to manage and reference important insights.

Why?
This feature allows users to save key moments from calls into a quote library - which can be used as a powerful resource when:
  • Report writing.
  • Evidencing recommendations with expert testimony.
  • Conducting future secondary research.
By saving key moments from your calls, the quote library becomes a powerful, all-in-one resource for managing and utilizing expert insights.
 
Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

ECHO Ask: Quote Validation And Playback - 07 May 24

What's new?

Our new ECHO Ask UI displays transcripts and call recordings side-by-side with the AI Assistant chat interface. 

When generating an answer that contains a citation, you can now click the citation and the transcript and audio files will instantly snap to that location. 

This allows you to instantly verify the quote's accuracy, and to ensure the context in which the quote came from is appropriate.  

In this release we have also refined and updated the example prompts, improving the quality of the answers generated. 

Why?

Speed up the time it takes to synthesize research and generate quotes.  

Who is this applicable to? 

All customers who run calls on Techspert Zoom lines.

Multi-Account Access - 05 Apr 24

What's new?

For users who work with multiple brands or restricted/isolated business units, you can now access multiple Client Portal instances through a single login. 

Why?

To allow users to access multiple Client Portal instances where projects span across accounts. 

Who is this applicable to?

All customers. Please contact your Customer Success Manager to enable this on your account.  

ECHO Call Summary Improvements - 03 Apr 24

What's new?

ECHO Call Summaries are improving. From 3rd April, all call summaries will now be powered by a more advanced LLM, which will in turn improve the quality and level of detail of the summaries being generated.
We tested this by running a transcript through the current vs new model, the difference was significant.

Why?

Better quality summaries.

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

Zoom Co-Host Meeting Controls - 21 Mar 24

What's new?

All client users have now been granted co-host controls for meetings.  As co-host, you have the ability to admit and remove guests from a waiting room, rename attendees, and turn videos on/off. 

Why?

Better conference call experience, greater control over attendee anonymity. 

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

ECHO Ask: Techspert’s AI Assistant - 11 Mar 24

What's new?

Customers can harness the power of generative AI with our cutting edge AI assistant, integrated directly into your Techspert project portal. Powered by your completed call transcripts, it surfaces and synthesizes insights from your respondent groups, saving hours of time for its users.

Features include: 

  • Interactive Chat Interface - Engage in a dynamic conversation with your project data.
  • Instant Insights - Ask any question and receive answers derived directly from your transcripts - no hallucinations. 
  • Expert Quotes - Get evidence-backed points with direct quotes, complete with specific locations within the documents.
  • Comparative Analysis - Effortlessly compare responses across different expert records or respondent groups within a project.
Why?

Our customers spend significant amounts of time on low value, time intensive, manual tasks. ECHO Ask unlocks this time by eradicating these tasks, so it can be better spent on value creation. 

Who is this applicable to?

All customers who run calls on Techspert Zoom lines.

Screener Comparison - 06 Feb 24

What's new?

Previously, client portal users had to view screener responses one by one.  Now, our screener comparison tool allows customers to review and compare all completed screeners side by side.  This feature is accessible from a button in the client portal UI, by the main navigation bar.  

Presented in table view, customers are shown one tab per project segment. This accounts for the fact that screeners are typically unique per respondent group.  

N.B. experts who have requested anonymity are excluded from the screener comparison table.  

Why?

Save time reviewing screeners. View all expert screening information in one place. 

Who is this applicable to?

All customers.

'Near Pass' Experts - 08 Jan 24

What's new?

Now, experts who nearly pass a screener but fail on one or two questions, will be published to the customer portal for review.  These experts will be presented with a ‘near pass’ flag. 

Why?

In many instances, screener requirements loosen or change as fielding progresses. This near pass feature allows our customers to review profiles that closely fit the project criteria. It also gives greater visibility to trends on where experts are failing, and give a steer on where to potentially relax screener criteria to achieve fielding success. 

Who is this applicable to?

All customers.

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