Release Notes

New Features

AI Agent Orchestration

• Copy Agent Configuration - Duplicate existing agents with complete configurations for rapid deployment and iteration.
• Field Filtering for Record Search - Select specific fields in record searches to improve agent performance and manage context windows.

Workflow Automation

• Service Account Management - Securely manage non-human access with automatic permission validation and access warnings.

New Features

AI Agent Orchestration

• MCP Tool Protocol - Standardize how agents run actions between systems with a unified protocol.
• A2A Self-Signed JWT Auth - Flexible authentication for agent-to-agent communication with automated key rotation.
• Bedrock Agent Management - Orchestrate specialized AWS agents alongside your existing fleet.
• Custom OpenAI Endpoints - Use your approved OpenAI or Azure endpoints globally without changing workflows.
• Reasoning Effort Control - Adjust AI reasoning depth from minimal to high for complex, multi-step tasks.

Workflow Automation

• Email Attachments - Send generated reports and files directly from automation workflows.
• Interventions Dashboard - Monitor automation failures with metrics, alerts, and admin notifications.
• Out-of-Office Status - Automatically skip unavailable users in assignment workflows.
• Slack Message Triggers - Start automations from Slack messages with full content and metadata access.
• API-Powered Elements - Dynamically fetch real-time data from external APIs in your fields.

New Features

AI Agent Orchestration

• Embedded Flow Agents - Build intelligent workflows by embedding agents directly into your Flows.
• Secure Portal Operations - Agent tools execute with current user permissions for secure, portal-ready workflows.
• End-to-End Agent Workflows - Server agents now handle complete workflow execution from start to finish.
• Snowflake Agent Management - Manage and scale your agent operations seamlessly through Snowflake connections.

Workflow Automation

• Simplified File Processing - Connect File Readers directly to Data Mining without additional App Record setup.
• Streamlined Trigger Configuration - New intuitive UI makes automation trigger setup faster and easier.

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.