Release Notes

New Features

Integrations

• OAuth Support - Seamless OAuth authentication for secure API integrations.
• Flexible API Formats - Support for XML and plain text in API requests.

Collaboration

• Slack Integration - Instant answers and agent integrations directly in Slack.

AI Agent Orchestration

• Language Routing - Automatically route voice calls based on caller language.
• Agent Task Automation - Trigger and assign agent tasks through workflows.
• Automated Calling - Start agent phone calls directly from automations.
• Multi-Agent Orchestration - Enable agents to delegate tasks to other agents.

Workflow Automation

• XML Processing - Process XML files within automation workflows.
• Webhook Support - Handle webhook payloads in automation triggers.
• Script Execution - Execute JavaScript scripts within automations.

New Features

AI Agent Orchestration

• Voice Agent Enhancements - Idle messages to keep callers engaged and custom start messages for agent tools.

Workflow Automation

• Real-Time Notifications - Automate real-time notifications for key users.

New Features

AI Agent Orchestration

• Multilingual Voice Agents - Voice agents support additional languages including Chinese, Korean, and Thai.

Workflow Automation

• Phone-Based Workflows - Launch workflows via AI agent phone calls for real-time assistance.
• Notification Controls - Configure notification settings at the app level.
• Related Items Discovery - Find related items in automations with flexible filtering and sorting.

Enhancements

Platform Management

• Granular Permissions - Manage roles and permissions at the individual app level.

New Features

AI Agent Orchestration

• Agent Automation Triggers - Agents can trigger automations directly for streamlined execution.

Application Design

• Streamlined Setup - App creation wizard with optional access policy configuration.
• Agent-Driven Workflows - On-demand automation triggers for agent-driven deterministic workflows.
• Inline Editing - Edit rich text fields directly in List View.
• Email Automation - Automate custom email notifications with dynamic content.
• BI Integration - Create views for seamless BI tool integration.

Enhancements

Collaboration

• Enhanced Messaging - Threading, reactions, and editing for better communication.
• Activity Tracking - Track creation details and changes for better visibility.
• Shared Dashboards - Admins can manage and share dashboards across users.

New Features

AI Agent Orchestration

• AI Agents - Incorporate AI agents into your workflows and business processes with natural language design and workflow integration.

Application Design

• Workflow Health Monitoring - Quickly assess workflow health with visual indicators and detailed run history.
• AI-Powered File Processing - Extract and query data from files using AI for dynamic automation workflows.
• Validation Tools - Identify and handle broken value references in automations.

Platform Management

• Expanded AI Support - Support for OpenAI GPT 4.1.

Enhancements

User Experience

• Streamlined Preview - Faster record data preview with fewer clicks.
• Enhanced Triggers - Improved trigger management capabilities.

New Features

Workflow Automation

• Organizational Hierarchy - Access user's manager information in automations for dynamic workflow routing.
• Flexible Relationships - Multi-select dropdowns to support many-to-many data relationships.
• File Processing - Unzip files in automations and process individual files from archives.

Platform Management

• Expanded AI Support - Support for OpenAI GPT models.

Enhancements

Workflow Automation

• Graceful Error Handling - Handle API failures elegantly within workflows.
• Automatic Metrics - Automation savings metrics are now saved automatically.
• Loop Controls - Reference first and last iterations when processing loops.

New Features

Workflow Automation

• Text Processing - SPLIT function for processing text data in automation calculations.
• Approval Exceptions - Exception option in approval processes to trigger specific workflows.
• User Interaction Controls - Lock records during automation to improve user experience and prevent conflicts.

Platform Management

• Flexible Timeout Settings - Configure inactivity timeouts separately for desktop and mobile users.
• Alternative Identifiers - Support for non-email identifiers in Single Sign-On.

Enhancements

Workflow Automation

• Performance Controls - Configure automation triggers for enhanced performance.
• Simplified Configuration - Click-to-add actions and triggers for faster workflow setup.

User Experience

• Enhanced Navigation - Improved list view interaction between preview and detail pages.
• Automation Transparency - Visual indicators show automations in progress to prevent user conflicts.

New Features

Platform Management

• Configurable Session Timeouts - Set custom inactivity timeouts with separate settings for desktop and mobile users.
• Flexible User Identification - Choose how users are identified in SAML—by email or external ID.

Application Design

• Approval Exceptions - Exception handling for more flexible approval workflows.
• Automation Control - Prevent specific updates from triggering automation chains.

Enhancements

Workflow Automation

• Simplified Configuration - Click any action to add it directly to your workflow.
• Real-Time Visibility - See active automations mid-progress on record details and list views.
• Enhanced Stage Layouts - Improved stage layout management with better guidance and navigation.

User Experience

• Streamlined Details - Cleaner Record Details page with improved focus.
• Clear Hover States - Better visual feedback for ID fields across all views.
• Organized Settings - Display settings relocated for easier access.

New Features

AI Capabilities

• DeepSeek R1 Support - Cost-effective reasoning model for complex analytical tasks.
• OpenAI o3-mini - Enhanced problem-solving with improved efficiency and speed.

Analytics & Reporting

• Modernized Dashboards - Refreshed design with improved layouts and enhanced readability.

Application Design

• Flexible Layout Options - More flexible positioning for related items in record layouts.
• Redesigned Approvals - Updated approval interface with clearer status indicators.
• JSON Field Type - Store and work with structured JSON data directly in records.

Workflow Automation

• Automated Reporting - Generate custom reports automatically at key workflow stages.
• File Upload Workflows - Send files to external systems via automation actions.

Data Management

• Bulk Operations - Manage multiple relationships simultaneously for efficient data maintenance.
• JSON Processing - Process JSON files and API responses in automations.

Integrations

• Flexible Authentication - Configure custom headers for OAuth-enabled API requests.

Platform Management

• Custom Email Domains - Send emails from your organization's domain for improved deliverability.

Advanced Features

• Custom Functions - Define custom functions for sophisticated data processing.

New Features

Application Design

• Related Record Workflows - Find and retrieve related records in automations for dynamic workflows.
• Improved Settings - Enhanced visibility for display settings controls.
• Enhanced Date Selection - Quick navigation to distant dates with improved date picker.
• Modernized Interface - Refreshed configuration interface with clearer organization.
• Filtered Selection - Filter available records when creating relationships for faster connection.

Workflow Automation

• Unified Approval Workflows - Consolidated approval trigger for simplified configuration.
• Consistent Builder Experience - Unified automation interface across the platform.
• Approval Context - Access approval details directly in workflow triggers.
• Enhanced API Integration - Better handling of API responses in automations.

Data Management

• Configuration Interface - Dedicated interface for managing table settings.

Integrations

• OAuth Support - Secure integration with modern APIs using OAuth 2.0.
• Teams Integration - Send automated messages directly to Microsoft Teams channels.

User Experience

• Quick Preview - Preview Kanban cards without leaving board context.

New Features

Application Design

• Self-Assignment - Automatically assign new records to their creator.
• Consistent Processing - Unified behavior across all record creation methods.
• Resizable Previews - Adjust preview panel width to optimize screen space.
• Enhanced Error Pages - Clearer guidance and helpful navigation for errors.
• Automatic Recovery - System automatically maintains data infrastructure integrity.
• Default Protection - Configure fields to be locked by default for security.
• Data Governance - Visibility into data storage locations for governance and troubleshooting.

Workflow Automation

• Protected Field Updates - Automations can update locked fields while maintaining user restrictions.

Integrations

• Dynamic API Integration - Pass record data dynamically to external systems.

Mobile Experience

• Enhanced Navigation - Improved mobile navigation with faster transitions and better touch interactions.

User Experience

• Task Management - Improved interface for managing background operations.

New Features

Application Design

• Stage-Based Layouts - Customize record layouts for each workflow stage to focus users on relevant information.
• Enhanced Image Editor - Improved editor with persistent preferences across sessions.
• Mobile Navigation - Enhanced mobile experience with better touch targets and streamlined menus.

Workflow Automation

• Approval Metadata - Access approval completion details in automation triggers.

Data Management

• Complete Excel Support - Support for all Excel file types for automated data extraction.
• Enhanced Processing - Better handling of unstructured spreadsheet data.

Surveys

• Flexible Survey Editing - Remove and restructure survey pages without rebuilding.

New Features

Analytics & Reporting

• Unified Dashboards - Combine data from multiple applications on a single dashboard.
• Optimized Exports - Report images automatically optimized for easy sharing.

Application Design

• Access Controls - Appropriate user visibility based on access boundaries.
• SLA Management - Configure service level agreements with detailed tracking.
• Smart Assignment - Automatically assign work based on team availability and workload.
• Enhanced Bulk Uploads - Faster processing for high-volume data imports.

Workflow Automation

• Dynamic Assignment - Automate work routing based on workload and availability.
• Comment-Based Triggers - Trigger workflows when comments are added to records.

User Experience

• Optimized Images - Images automatically sized for optimal performance.
• Persistent State - Kanban column selection remembered across sessions.

New Features

AI Capabilities

• Expanded AI Models - Additional AI model options to optimize for accuracy, speed, or cost.
• Mistral Large 2 Support - Strong multilingual performance and reasoning capabilities.
• OpenAI o1-mini - Advanced reasoning model for complex problem-solving.
• Llama 3.2 Support - Latest generation of open-source AI with improved performance.

Analytics & Reporting

• Image Galleries - Add organized image galleries to custom reports.
• Professional Exports - PDF exports maintain formatting for professional sharing.

Application Design

• Enhanced Performance - Faster page loads across list views and dashboards.
• Legacy Format Support - Support for older document and spreadsheet formats.

Workflow Automation

• Performance Improvements - Faster workflow execution with reduced latency.

New Features

AI Capabilities

• Jamba Model Support - Extended context window ideal for processing large documents.

Analytics & Reporting

• Time-Series Analysis - Create charts with flexible date/time-based grouping.
• Widget Editing - Modify dashboard widgets without recreating them.

Application Design

• Data Protection - Safeguards prevent accidental data loss when creating records.
• Advanced Calculations - Reference calculated fields within formulas for sophisticated logic.
• Flexible Calculations - Run calculations on dynamic dropdown relationships.
• Smart Configuration - AI service options automatically filter to supported models.
• Enhanced AI Access - Access to latest AI capabilities regardless of primary data region.
• Faster Loading - Optimized record loading for quicker page loads.

Workflow Automation

• Advanced Filtering - More precise control over workflow triggers and actions.
• Context-Aware AI - Dynamic AI categorization that adapts based on record data.
• Multi-Value Processing - Process multi-select dropdown values individually in workflows.

Data Management

• Hybrid Data Access - Real-time transactional data access capabilities.

Platform Management

• Consumption API - Programmatic access to consumption data for custom reporting.

New Features

AI Capabilities

• GPT-4o Mini Support - Cost-effective AI model option ideal for high-volume operations.
• Llama 3.1 Support - Access to latest open-source AI capabilities with enhanced reasoning.

Analytics & Reporting

• Consistent Report Exports - Preserved formatting across exported documents.

Application Design

• Enhanced Reliability - Improved data sync reliability with automatic reconnection handling.
• Customizable Kanban - Choose which fields display on Kanban cards for at-a-glance context.
• Improved Navigation - Hyperlinks open in new tabs to maintain context.
• Flexible Picklists - Update dependent picklist values while maintaining validation.
• Filter Management - Modify existing saved filters as needs evolve.

Approvals

• Improved Delegation - Enhanced interface for managing approval coverage.

Workflow Automation

• Automation Visibility - Visual indicators show when automations are actively running.

Data Management

• High-Volume Processing - Support for enterprise-scale data migrations and batch processing.
• Expanded Capacity - Comprehensive results for large datasets and high-volume scenarios.

Integrations

• Enhanced Security - Private key authentication for improved security and compliance.

User Experience

• Faster Navigation - Instant section access with improved navigation bar.

New Features

Analytics & Reporting

• Enhanced Reports - Add related items and images to custom reports with professional layouts.
• Complete Report Exports - Exported reports include all visual context for complete documentation.

Application Design

• SLA Tracking - Set service level agreements for workflow stages to measure velocity.
• Branded Communications - Configure branding for external notifications.

Workflow Automation

• Enhanced History - Better visibility into automation execution for troubleshooting and auditing.
• Simplified Updates - Update multiple fields in a single automation action.

Data Management

• AI Template Mapping - Create file reader templates with intelligent AI-suggested field mappings.
• Shareable Templates - Include complete data ingestion workflows in marketplace templates.

Integrations

• Performance Improvements - Faster data retrieval for external system integrations.

User Experience

• Consistent Filtering - Full filtering capabilities across all view types.

Collaboration

• Participant Management - Granular control over external chat conversations.

New Features

AI Capabilities

• Dynamic AI Classification - AI classification with live data and full auditability.
• AI Q&A - Ask natural language questions about records and get AI-generated answers.
• Expanded AI Models - Additional AI model options to match performance and compliance needs.
• GPT-4o Support - Faster processing with cost efficiency across AI-powered features.
• Enterprise AI Integration - Run AI entirely within your cloud environment for enhanced security.
• AI Cost Visibility - Track AI usage costs alongside ROI calculations.

Analytics & Reporting

• Custom Report Designer - Create highly customized report layouts from multiple data sources.

Application Design

• Dynamic Relationships - Define flexible automatic connections between records using filters.
• Enhanced Editor - Advanced formatting capabilities for professional documentation.
• Advanced Formatting - Custom number display formats for cleaner, more readable data.
• Expanded Filters - More precise control over chart data and time ranges.
• Persistent Preferences - Automatically save and restore filter selections across sessions.

Data Management

• Widget Configuration - Configure sort order for dashboard widgets.
• Document Processing - Automated data extraction from Word documents.
• Inline Editing - Make changes directly within aggregated data views.

User Experience

• Enhanced Task Management - Sort and filter work across all applications to prioritize effectively.

New Features

AI Capabilities

• AI Conversation Summaries - Generate instant summaries of conversation threads.
• AI Document Extraction - Automatically extract structured data from document images.
• AI Anomaly Detection - Automatically detect anomalies and outliers in data patterns.
• Explainable AI - AI classification with transparency into reasoning and decision-making.
• AI Contract Analysis - Automatically extract key terms from contracts for compliance.

Application Design

• Multi-Level Dropdowns - Create complex dependent dropdown chains for guided selection.
• Smart Filtering - Show users only relevant options based on their attributes.
• Quick Record Creation - Rapid creation of related records directly from current record.
• Customizable Sorting - Control display order of dropdown values.
• Advanced Filtering - Comprehensive filtering with complex logic and saved presets.

Data Management

• Enhanced Filtering - More precise control over data views and analysis.

Integrations

• Enhanced Security - Improved authentication for cloud data connections.

Platform Management

• Historical Tracking - Track changes to consumption rates over time.

User Experience

• Kanban View - Visual board view for workflow and project management.

New Features

Application Design

• Usage Alerts - Proactive alerts about platform consumption within the Flow Designer.
• Task Queue Visibility - View all background tasks with progress tracking.

Approvals

• Enhanced Approval Context - Preserved formatting in approval fields for better readability.

Workflow Automation

• Email Attachment Processing - Automatically process and associate email attachments with records.

Data Management

• Enhanced Error Handling - Clear diagnostics and automatic cleanup for failed operations.
• On-Demand Validation - Validate configurations before activating scheduled execution.
• Data Relationships - Create connections between aggregated and detailed data.

Integrations

• Cross-Platform Analytics - Work with data across multiple cloud connections simultaneously.

Platform Management

• Flexible Pricing - Configure consumption rates to align with business value.

New Features

AI Capabilities

• AI Summarization - Automatically summarize multiple field values into concise summaries.
• AI Classification - Automatically classify and categorize records using AI.

Application Design

• Inline Testing - Test and validate calculated fields directly in the configuration interface.
• Precise Time Calculations - Support for exact hour and minute calculations in date fields.
• Dependent Dropdowns - Create nested dropdown relationships that filter options based on selections.
• Secure Data Storage - Store all conversation history with complete data control.
• Unified Workflow Editing - Modify automation logic directly within the Flow Designer.

Approvals

• Contextual Notifications - Include dynamic field values in approval emails for informed decision-making.

Workflow Automation

• Email Workflow Templates - Rapid deployment of email-to-record workflows.

Marketplace

• Configuration Management - Manage user assignments and permissions for marketplace templates.
• Pre-Configured Filters - Templates include ready-to-use filtered views and reports.
• Advanced Templates - Include sophisticated data transformations in marketplace templates.

Surveys

• Survey Sharing - Export and import complete survey configurations.

User Experience

• Regional Preferences - Set preferred date format for regional display preferences.

New Features

Analytics & Reporting

• Application Dashboards - Create dedicated analytics dashboards with pre-configured charts and metrics.
• Template Analytics - Get insights from newly installed applications immediately with included analytics.

Application Design

• Persistent Preferences - Your task list preferences are preserved across sessions.
• Email Management - Add BCC recipients to automated emails for oversight and record-keeping.
• Personalized Notifications - Enhanced email notifications with sender identification.
• Multilingual Support - Translate field labels and dropdown values for global teams.
• Custom Styling - Add colors and icons to dropdown options for better visual identification.
• Secure File Storage - Store attachments with complete control and visibility.

Approvals

• Approval Templates - Export and import approval configurations with marketplace templates.
• Dynamic Approval Routing - Context-aware approval routing based on record data.
• Enhanced Approval Interface - Improved clarity and management of approval workflows.

Workflow Automation

• Template Automation - Import pre-configured automations with marketplace templates.

Data Management

• Redesigned Interface - Improved navigation and organization for data operations.
• Template Data Views - Deploy applications with pre-built data aggregation views.
• Complete Workflow Templates - Import complete data analysis workflows instantly.

Marketplace

• Communication Templates - Pre-built response libraries to accelerate communication workflows.
• Visual Flow Diagrams - Understand application structure before installation.
• Enhanced Marketplace - Improved browsing experience and categorization.

Platform Management

• Usage Alerts - Automatic notifications for platform consumption thresholds.

User Management

• Dependency Protection - Warnings about dependencies to prevent accidental disruptions.