Update version 2026.08.03.0.75 | Yoroflow product update - AI Sales agent, Razorpay integration & platform enhancements. Table of contents. SaaS Hub is excited to introduce a new set of product updates designed to make your day-to-day business operations more intelligent, connected, and efficient. From an AI-powered Sales Rep Agent and Razorpay integration to flexible table fields, workflow drafts, real-time AI form generation, and enhanced login visibility, these updates bring more automation and control directly into your workflow. Here's what's new. Sales Rep AI Agent in CRM. Managing sales opportunities becomes easier with the new AI Sales Rep Agent in CRM. The AI Sales Rep Agent helps sales teams quickly understand their pending deals, review previous interactions, and take action without manually searching through multiple records. View pending deals at a glance. The agent provides a list of pending deals, helping sales representatives identify which opportunities need attention. For each deal, you can access an overall summary of the previous conversation and activities associated with the opportunity. This gives sales reps the context they need before taking the next step. Get an AI-generated conversation and activity summary. Instead of going through every previous interaction, the AI summarizes the important details of the deal, including relevant conversations and activities that have already taken place. This makes it easier to understand: * What has already been discussed * Previous customer interactions * Deal activity and progress * What action may be required next Generate and send follow-up emails with AI. The new Summary Email option makes customer follow-ups faster. The AI generates an email template based on the deal context and previous interactions. Sales representatives can review the generated email, make changes if required, and approve and send it directly to the client. This reduces the effort required to write follow-up emails while keeping communication relevant to the customer. Pre-call briefing. Before speaking with a customer, sales reps can use the Pre-Call Briefing feature to quickly review the previous call summary. The briefing provides important context from earlier conversations, helping sales representatives prepare before contacting the customer. You can also call the customer directly from the briefing, making the entire process more convenient. Razorpay integration. Yoroflow now connects natively with Razorpay, one of India's most widely used payment gateways. Setup is straightforward - retrieve your API key and secret from your Razorpay account and enter them in Yoroflow's integration settings. Once connected, the automation feature takes over. You can configure triggers so that whenever a selected invoice, subscription, or payment link reaches a success or failure status, a new entry is automatically created in a designated data table. This eliminates manual payment tracking and ensures your records stay current without any intervention from your team. New table field control types. SaaS Hub has expanded table field capabilities with three new control types: * Select * Select Multiple * Autocomplete These options make it easier to create structured and searchable data fields. Select. With the Select control type, you can create a dropdown based on data stored in another data table. You can configure: * User data table * Key column * Description column * Conditions You can also define conditions for filtering the available records, such as: * Begins with * Ends with * Equal * Not equal * And other supported conditions Once configured and saved, the filtered list will be available directly within your table. Select Multiple. Need to select more than one record? The Select Multiple option allows users to choose multiple values from the available data. This is useful when a record needs to be associated with multiple users, categories, teams, or other related data. Autocomplete. The Autocomplete control type makes it easier to search and select records from available data. Instead of scrolling through a large list, users can start typing and quickly find the required value. These new control types provide more flexibility when designing and managing structured business data. Save workflow as Draft. Building a workflow doesn't always happen in one sitting. With the new Save as Draft feature, you can now save your workflow while it is still incomplete and continue working on it later. When you try to publish an incomplete workflow, the platform displays an incomplete flow warning notification, helping you identify that the workflow still needs additional configuration. You can save your progress, return later, complete the remaining steps, and then finalize the workflow. This makes workflow creation more flexible, especially when designing complex automation processes. Live streaming in AI form creation. AI-powered form creation now comes with a new streaming experience. Previously, users had to wait until the entire form was generated before seeing the result. Now, the form creation process can be viewed live as the AI generates it. This provides better visibility into the generation process and makes the AI form-building experience more interactive. Instead of waiting for the final result, you can watch the form take shape in real time. Tracking user login activity is now more informative with the new Map View option in Login History. Based on the IP address associated with a login or logout activity, you can view the corresponding location on a map. This provides an additional layer of visibility into user access activity and makes it easier to understand where login and logout activity originated. The Login History map view can be particularly useful for monitoring access patterns and reviewing user activity. Mobile access has also received an important update. You can now view the concurrent mobile login limit configured for your application.This provides greater visibility into how many mobile sessions can be active simultaneously and makes mobile access management easier. Keeping the mobile application updated is now easier. Whenever a new app update is available, the update information will be displayed directly on the login page. This makes users aware that an updated version is available before they continue using the application. Once the app has been updated, users can log in and continue using the latest version with the newest features and improvements. Smarter tools for better business operations. These updates bring together AI-powered sales assistance, payment automation, flexible data management, workflow improvements, and better platform visibility. With the new AI Sales Rep Agent, sales teams can spend less time searching through CRM records and more time engaging with customers. With Razorpay integration, payment events can automatically trigger business actions. New table controls provide greater flexibility for managing data, while Save as Draft makes workflow creation easier. SaaS Hub'll continue improving the platform with features that help teams work smarter, automate more, and get more done from a single workspace.

Razorpay recruits AI experts from Microsoft, Salesforce, and CRED to develop an advanced commerce platform. Table of Contents Razorpay expands AI leadership with strategic new hires. Fintech unicorn Razorpay has bolstered its artificial intelligence (AI) division by enlisting senior engineering talent from industry leaders such as Microsoft, Salesforce, CRED, and the AI startup Divyam.ai. This strategic move underscores the company's commitment to developing AI-centric financial infrastructure, poised for the evolving landscape of agentic commerce. On Tuesday, Razorpay announced that Sudhir Reddy, the former CTO and co-founder of Divyam.ai, will step in as the senior-most individual contributor, spearheading AI and data architecture initiatives. Joining him are Abhishek Agarwal, who previously held the position of Principal Group Engineering Manager at Microsoft; Bhavya Shivaprakash, a former Senior Director at Salesforce; and Anuj Mathur, ex-Senior Director at CRED. These appointments are pivotal as Razorpay gears up for a future where AI agents assume a proactive role - initiating purchases, negotiating transactions, and executing payments with minimal human intervention. Anticipating a paradigm shift in financial infrastructure. "The next decade of financial infrastructure will be constructed notably differently from the previous one," stated Shashank Kumar, co-founder and CTO of Razorpay. "Software will no longer merely assist businesses in their operations; it will increasingly possess the capability to reason, decide, and act on behalf of enterprises." This recent recruitment drive enhances the company's AI-centric engineering initiatives, which commenced last year with the appointment of Praburam Rambadran as Senior Vice President of Engineering. Since then, Razorpay has unveiled a suite of products, encompassing Agentic Payments, Agent Studio, and Connected Banking Agents, along with a collection of AI-native developer tools aimed at integrating artificial intelligence into its overarching financial services platform. Fostering autonomy in financial systems. The enlarged engineering team is set to enhance AI functionalities across various domains, including payments, banking, fraud prevention, risk management, and data infrastructure. The ultimate goal is to cultivate financial systems that are not only more autonomous but also scalable and resilient. Rambadran emphasized that scaling AI within financial contexts entails more than just the application of large language models. He pointed out that data quality, system reliability, and operational judgment are indispensable components of production-grade AI systems. The newly assembled leadership team has been selected for their expertise in designing AI platforms within large-scale, high-stakes settings. A shifting landscape in India's fintech sector. This development reflects a broader transition within India's fintech domain as enterprises progress beyond deploying AI as mere assistants, toward creating infrastructures that support autonomous financial decision-making. Rather than viewing AI as an isolated function, fintech firms are increasingly intertwining it into payments, banking, fraud detection, and merchant operations, thereby automating intricate workflows and enhancing operational efficacy. Razorpay's latest leadership appointments signify that the forthcoming competitive landscape may hinge more on engineering teams specifically tailored for AI-native financial services than on traditional software development methodologies.

Razorpay boosts AI push with senior hires from Microsoft, Salesforce, Cred. Executives will help build payment systems that can increasingly make decisions using artificial intelligence, says the company. Razorpay is hiring four senior engineering executives from Microsoft, Salesforce, Cred and Divyam.ai as it pushes to build AI-driven financial infrastructure for businesses. The firm said the hires reflect its strategy to become an AI-first platform, where payment systems increasingly make decisions rather than simply process transactions. The executives are expected to help deploy artificial intelligence (AI) at scale across the company's products and operations in India. Sudhir Reddy, CTO and co-founder of Divyam.ai, joins Razorpay, will lead AI and data architecture. He brings nearly two decades of experience building large-scale AI platforms and enterprise systems, including leadership roles at Flipkart, Yahoo, and Symantec. Other three senior engineering leaders: Abhishek Agarwal, formerly a principal group engineering manager at Microsoft in Seattle; Bhavya Shivaprakash, formerly a senior director at Salesforce; and Anuj Mathur, formerly a senior director at Cred. Together, the four bring expertise spanning AI, developer platforms, cloud infrastructure, and data engineering. Razorpay needs this expertise as it builds toward autonomous, agent-driven financial systems. "The next decade of financial infrastructure will be built very differently from the last. We believe software won't just help businesses operate - it will increasingly reason, decide, and act on their behalf," said Shashank Kumar, chief technology officer (CTO) and cofounder, Razorpay. "That requires a fundamentally different engineering organisation, one that combines AI expertise, large-scale engineering experience, and a strong product mindset. The experience of these leaders will help us accelerate our ambition of building AI-native financial infrastructure for businesses around the world." Getting AI into production at a financial scale is a hard, unglamorous problem. It's about data quality, system reliability, and judgment under real constraints, not just model capability. "That's why we hired for depth: people who've actually shipped AI in high-stakes environments and know where it breaks. Adding them to the team lets us move faster on the engineering work that agentic commerce is going to demand." said Praburam Rambadran, senior vice president, engineering, Razorpay. India's commerce is entering a new era with AI. Increasingly, it won't just be people clicking 'buy' - it will be AI agents discovering products, negotiating terms, and completing transactions autonomously. Razorpay's leadership hires are a direct response to that shift and a signal of how seriously the company is investing in readiness for it. The build-out began in September 2025, when Praburam Rambadran joined as senior vice president for engineering to help shape Razorpay's engineering direction. Since then, Razorpay has shipped Agentic Payments, Agent Studio, Agentic Dashboard and Onboarding, Connected Banking Agents, and a growing suite of internal AI-native developer tools. These new hires mark the next chapter - doubling down on AI, data, cloud infrastructure, and developer platforms to power intelligent financial decision-making at global scale. "I've always believed AI earns its place not by being clever, but by being trustworthy - and nowhere is that tested more than in financial systems, where every decision carries real consequences for real businesses. That's the kind of AI I want to help build at Razorpay: dependable by design, not just impressive in a demo. I'm looking forward to building the data and AI architecture this next chapter of Razorpay needs." said Sudhir Reddy, CTO and co-founder, Divyam.ai.