AI Assistant: Multi-Domain Data Queries
- The AI assistant can now answer questions across your entire account: compliance, DevOps, help desk, QA, tasks, incidents, sales, contacts, calendar, and notes.
- Ask natural language questions like “What is the status of our current sprint?” or “Show me overdue tickets” and get instant answers from your live data.
- Multi-turn conversations: ask follow-up questions and the AI remembers context from earlier in the conversation.
- Tools shown to each user respect their role permissions and enabled features, ensuring data isolation.
AI Policy Writing Assistant
- New AI panel in the compliance policy editor (sparkle icon in the toolbar).
- Generate complete policy templates from a topic description with sections for purpose, scope, responsibilities, and procedures.
- Refine existing policy content with quick actions: Shorter, More Detail, More Formal, Simplify, and Fix Grammar.
- Custom instructions for specific refinements like “Add a section about data classification levels”.
- Preview generated content before inserting at cursor position or replacing the entire document.
- Streamed responses for real-time feedback as content is generated.
AI-Powered Compliance Search
- Search your published policies and procedures using natural language questions.
- AI responses include citations referencing specific policies by name.
- Results are scoped exclusively to your account with multi-layer tenant isolation.
Email AI Improvements
- Supports longer email threads and drafts without losing context.
- Smarter summarization of long threads: recent messages kept in full, older messages condensed into key points.
- Higher character limits for notes, content, and instructions.
New Permissions
- “Compliance AI: Search” for searching policies and procedures via AI.
- “Compliance AI: Generate” for generating templates and completing sections.
- Available in role management under “Compliance and Security”.
Bug Fix: Account Activation Emails
- Fixed an issue where account verification and invitation emails could silently fail during registration if the mail provider was temporarily unavailable.
- All auth-related emails are now queued and automatically retried up to 3 times on failure.
General Bug Fixes
- Fixed the account setup flow to validate invitation tokens on page load instead of only at form submission. Expired links now show a clear “Link Expired” state with the option to request a new invitation email, and already-activated accounts are directed to the password reset flow.
Reporting and Navigation
- New Compliance Reports page: see requirements by status, controls by implementation, and overall compliance percentages at a glance.
- New Sales Reports page: track deals by stage, pipeline value over time, lead conversion, and key sales metrics.
- New Feedback Reports page: review feedback distribution by type, status, and priority, plus submission trends.
- New Calendar Reports page: visualize events by day of week, source, and trends over time.
- CSV export added to DevOps, QA, Task, and Incident reports (PDF was already available).
- Smart filtering with the new token search bar across Compliance, Sales, Feedback, Calendar, and Incident reports, including support for “is” and “is not” filters.
- Quick date range pills (7 Days, 30 Days, 90 Days, 1 Year) on all report pages.
- New Reports permission group in role management for granular access control to each report type.
- New MCP tools for pulling Compliance, Sales, Feedback, and Calendar report data into AI assistants and external integrations.
- Help Desk Reports moved into the main Reports section so all reports live in one place.
- Cleaner sidebar with the Automation group removed (workflows are still accessible from their dedicated pages).
- Consistent Export CSV and Export PDF buttons across every report page.
- Faster, more reliable filtering on report charts.
Workflow Triggers
- Added scheduled, time-relative, inactivity, manual, webhook, and form-submission triggers alongside existing entity triggers.
- Manual run button available on issue, ticket, task, lead, deal, opportunity, and contact detail pages.
- Webhook workflows expose rotatable signing secrets via a reveal-once dialog.
Workflow Actions
- New record actions: create, update, set field, transition status, add and remove tag, change assignee, archive, and delete.
- New notification actions: email and in-app.
- New helpdesk actions: create ticket, assign SLA, escalate, send canned response, and add internal note.
- New calendar and activity actions: create calendar event, create note, and log sales activity.
- New external actions: HTTP request and generate PDF.
- New AI actions: summarize, classify, and draft response.
- New control flow actions: branch, for-each loop, wait, and call sub-workflow.
Workflow Visual Editor
- Guided expression builder dialog with pickers for trigger fields, related-entity fields, step outputs, loop items, and change sets.
- Filter pipeline covering upper, lower, title, date, truncate, default, json, map, take, and join.
- Branch and for-each editors now support Add Branch, Add Loop, Add Sub-workflow, and Add Action in place, with loop-item schema autocomplete threaded through nested dialogs.
- Relational field pickers traverse allow-listed relationships automatically.
Workflow Summarize and Email Pattern
- New scheduled digest pattern: pull recent records, summarize with AI, render a PDF, and email as an attachment.
- Dynamic date placeholders like {{now}}, {{now -7d}}, and {{now -1w}}, plus relative-date filters on for-each query sources.
- Loop aggregation exposes an items array for downstream map and join filters.
- Email attachments can come from earlier step outputs, and record-content PDFs are supported for notes, tasks, issues, incidents, user stories, policies, and procedures.
- New entity-agnostic digest PDF template with a matching weekly-digest entry in the gallery.
Workflow Template Gallery
- Added templates: classify inbound ticket, data-breach 72-hour reminder, deal-won celebration, new-issue-to-sprint, overdue task reminder, policy-published acknowledgement, sprint-start welcome, test-execution failure issue, and weekly stale tickets digest.
- Fixed template instantiation so schedules, nested for-each and branch children, trigger config, mailbox bindings, rate limits, alerting thresholds, and custom object bindings are preserved.
- Templates still create workflows in a disabled state for review.
Workflow Management
- Export and import workflows as portable JSON with multi-tenant rebinding.
- Versioning captures every definition change and supports restore.
- Audit log tracks who changed what.
- Dry-run mode executes against real or synthetic entities with no side effects.
- Metrics dashboard shows success rate, execution count, and average duration per workflow.
Workflow Reliability
- Execution correctness: after-commit dispatch, proper wait and retry state propagation, cycle detection on sub-workflow graphs, batched context writes for large loops, and chunked inactivity sweeps.
- Scheduling: atomic schedule claim prevents duplicate runs, and rate-limit drops now alert with cooldown.
- Security and validation: bulk ID validation on mutation endpoints, webhook payload sanitization, and cross-account binding validation on import.
- Versioning and data: version-number uniqueness, transactional restores, and MongoDB entry ID handling.
Workflow Mailbox Dependencies
- Email-sending workflows now require an explicit shared mailbox (no default fallback).
- Workflows depending on a deactivated, deleted, or disconnected mailbox are auto-disabled with author notification.
Workflow Scheduling Cadence Floor
- Scheduled workflows enforce a minimum of every 5 minutes, and inactivity thresholds in minutes must be at least 15 minutes.
- Interval picker, custom cron input, and inactivity threshold input reflect the floors with updated hints and validation.
- Existing sub-floor workflows keep running, but any save submitting a sub-floor cadence is rejected.
MCP Server for AI Clients
- workflows tool rewritten to reach parity with the Angular console.
- New resources for workflow metrics and the template gallery.
- New operations: bulk enable, disable, delete, webhook rotation, dry-run, manual run discovery and dispatch, audits, version history, restore, export, import, and import-placeholder extraction.
- New reference-data endpoints: trigger sources, entity-relation allow lists, object types, mailboxes, forms, callable workflows, SMS and email recipients, and placeholder validation.
- Tool description documents every placeholder form, filter, and action type with examples, plus the full scope and feature-flag matrix, and surfaces the new cadence floors.
Compliance Framework
- Policy attestation flow reworked: publishing creates attestation records for every assigned user group, version transitions are handled cleanly, and attestation thresholds are respected.
- Frameworks, requirements, and procedures gained soft deletes and filter indexes.
- Attestation records are now properly account-scoped, and compliance status recalculations fire at the right moments.
- Evidence and procedure recurrence handling is more robust.
Role-Based Access Control
- Permission and role services resolve assignments and edge cases more consistently.
- Admin role bootstrap command covers previously missing paths.
- Account-user metadata gained fields for future role-scoping, and the frontend permission directive and service were updated to match.
PDF Output
- Cleaner layouts, consistent typography, better long-content handling, and improved tables and sanitized HTML across digests, default template, incident reports, and record-content exports.
- German and Spanish translations backfilled for PDF labels.
Diagram Builder
- The Diagram Builder received a comprehensive round of robustness improvements covering over 20 bug fixes. Container shapes (mobile frames, dialogs, web pages) now correctly handle child shape lifecycle during duplication, deletion, rotation, and undo/redo operations. Rotating a container properly rotates all child shapes and their connection points together. Connector routing was improved with better orthogonal path previews during reconnection, automatic waypoint cleanup, and accurate label positioning on multi-segment paths. Group transforms no longer accumulate rotation incorrectly, and dragging grouped containers now moves their children along. Keyboard shortcuts (Ctrl+Shift+Z for redo, Delete key) work more reliably, grid lines maintain consistent thickness at all zoom levels, diagram list pagination is corrected, and export no longer crashes on orphaned connectors. Saving diagrams with rotated shapes is now handled gracefully on both frontend and backend.