June was all about making everyday work faster and more consistent. A brand new Create with AI experience lets you build records in plain language, a single rich text editor now powers every content area, and our token search bar reached even more of the console. Here’s the full rundown.
Create with AI
This is the headline for June. A new Create tab in the AI Assistant lets you describe a record in plain language. The assistant gathers any missing required details, then shows a confirmation card before anything is saved. You can also launch it straight from the create button on each feature list page, which opens a focused dialog already targeted to that feature. The main button still creates manually.
Create with AI spans nearly the whole platform: tasks and recurring tasks, notes, contacts, calendar events, help desk tickets and canned responses, DevOps issues and issue templates, QA test cases, test cycles, test executions, user stories, features, and test environments, incidents, sales leads, opportunities, and deals, and compliance frameworks, requirements, controls, policies, and procedures.
It reaches beyond simple records too. For diagrams, you can generate a full canvas of shapes and connectors from a description, with a live visual preview you can refine before confirming. For custom objects, you can generate a complete object type schema, or a valid entry that matches an existing object type. For workflows, you can generate a complete workflow (a trigger plus a nested action tree) grounded in your real entities, fields, and the capabilities your plan enables.
The assistant is smart about context. It resolves real people for assignees and owners, understands relative dates like “next Friday” in your timezone, and reuses existing linked records instead of duplicating them.
Safeguards are built in. Every record is scoped to your account on the server, identifiers are assigned by the backend, links are re-verified against your view permission, and the assistant can create but never update or delete. Every create is written in a single transaction and recorded in the audit log. A reminder beneath the prompt notes that AI can make mistakes and that you should review anything it creates before confirming. Create with AI has its own usage limit (configurable, defaulting to 60 per user per hour) separate from the chat allowance, with a live countdown. When it is unavailable for your account, a feature, or your permissions, the control falls back to a plain manual create button. Available in English, Spanish, and German.
Unified Rich Text Editor
A single rich text editor now powers every content area: DevOps issues, compliance policies and procedures, notes, emails, help desk tickets, canned responses, and email signatures. It brings a uniform toolbar with headings, text formatting, color, ordered and bullet lists, blockquotes, links, alignment, and full table editing, plus an inline media library with drag and drop and paste image upload.
Per-context AI writing assistance (Generate and Refine) is available in every editor and streams in real time. The output now matches the field it is written in: simple fields stay as clean prose, while full document structure with headings is reserved for the compliance policy editor. AI issue descriptions are tailored to the work item type, with the right structure for a Bug, Story, Task, Epic, or Subtask. AI canned responses insert the correct placeholder tokens such as {{requester_name}} so they resolve to real values when a reply is sent. We also improved reliability with a longer response window for large documents, trimmed prompts for very large content, and the ability to retry immediately after a timeout or error. A new “Editor AI: Assist” permission is assignable under Communication and Collaboration.
Email and Help Desk
Email AI Assist now lives in the editor toolbar (the sparkle icon), matching every other editor, and the redundant full-page composer was removed so all composition flows through the single email dialog. Help desk replies sent through a shared mailbox now offer the same To, Cc, and Bcc recipient controls as the email composer, with the ticket requester locked as the primary recipient. Outbound replies are stored in the shared mailbox’s Sent folder, and the conversation thread shows which mailbox each reply was sent from along with any Cc and Bcc recipients. When no shared mailbox is connected, the composer explains why only internal notes are available and links to mailbox setup for users with the right permission.
The Token Search Bar, in More Places
The consistent token search bar reached more of the console this month: the DevOps Kanban board filters, the workflow template gallery, the calendar agenda, chat browse channels and the new message dialog, the assignee and incident selector dialogs, the link test cases and link test cycles dialogs, and the link user stories dialog. The DevOps board filter bar is now permanently visible above the board, and the calendar agenda adds free-text search and a calendar filter alongside the quick date range presets.
Security
We strengthened the encryption that protects your connection to ISO Mate. Your browser is now instructed to always connect over a secure, encrypted connection, connections use the most up to date secure standards, and older, weaker options have been retired. An independent assessment of our service now rates this protection at the highest level. It all happens automatically, with nothing for you to set up or change.
Platform Administration
Super admins gained a Feature Usage dashboard showing how feature modules are adopted across the platform: features in use, system-wide record counts, adoption rates, monthly trends, recent activity and recency, and per-account breakdowns. A matching MCP tool, gated to super admins, is also available.
Polish and Bug Fixes
- Calendar events from AI: Events created with AI now resolve the chosen calendar correctly, interpret times in your timezone, and can enable Google Meet when you ask for it.
- AI diagrams: Generated diagrams now render and open correctly after creation, refining large diagrams no longer errors, and the preview appears only once the finished diagram is ready.
- First-load filters: List filters now apply correctly on first load, so pages with a saved or default filter (such as viewing only Draft policies or hiding closed tickets) no longer briefly show non-matching rows. The fix removes redundant initial data loads across around 29 list pages and hardens the shared table data source so a late, stale response can never overwrite a newer one.
- Exports match the screen: When you export a list to CSV, PDF, or Full PDF, every active filter is now applied, including “is not” exclusions, framework filters, and free-text search. This covers compliance, QA, DevOps, tasks, notes, incidents, custom objects, billing contacts, and sales. The Full PDF policy export also no longer leaves the first page mostly blank.
- Test cycle linking: The test cycle link dialog now passes the typed search term to the server instead of reloading the full list.
MCP Server
For teams building on our MCP server, June added a new calendar events tool covering list, get, create, update, and delete, mirroring the calendar API including recurring event scope and Google sync. New sales tools for leads, opportunities, and deals mirror pipeline assignment, stage validation, and loss reason rules, and a new editor AI assist tool is kept in lockstep with the in-app per-context writing assistant.
What’s Next
We’re not slowing down. There’s more on the way across the platform. If you haven’t tried ISO Mate yet, sign up for a free 14-day trial at isomate.io. No credit card required, full access to everything from day one.
Got feedback? Reach out at support@isomate.io or use the built-in feedback portal inside the platform. Your input shapes what we build next.