Changelog

August 2026

New Integrations

Acronis: MSP reporting tools across backup, activity, alerts, and tenant APIs, with a dedicated connect form and disconnect action
DNSFilter: DNS-layer security reporting (read-only)
Addigy: Apple device management reporting (research preview)
Breach Secure Now: Security-awareness training reporting
ScalePad ControlMap: 17 read-only compliance tools

New Features

Plan usage warnings: Org owners are notified when usage approaches a plan cap, with an upgrade path

Improvements

Simpler Autotask setup: The API Tracking Identifier is no longer collected, and the API Integration Code is optional
Simpler ConnectWise setup: Only the server host is required; read-only PSA access is recommended

July 2026

New Features

Tasks: Save an agent instruction as a recurring task — schedule it, browse its run history, diff and roll back revisions, and share it with your org
Unified chat: Chat moves to Home with Pro and Flash modes, starter cards, and drag-and-drop attachments
Workflow sharing: Share a workflow with your organization, including run history and trigger management
Usage & analytics: Rewired runs table and a dedicated usage page under Settings

New Integrations

SharePoint and OneDrive: Site- and folder-scoped file access with a folder picker
Datto EDR, Apptega, Field Effect MDR, Augmentt: New read-only integrations
ScalePad Lifecycle Manager: Hardware purchase and warranty date tools

Improvements

Faster canvas: The vendor tool catalog is cached client-side and loaded in one request, fixing rate-limit errors on large workflows
Microsoft 365: Added secure scores, bulk licensing rosters, and pagination across list tools
Cleaner URLs: The workflow canvas now lives at /workflows/{id}

June 2026

New Integrations

Tenable: Both Tenable Vulnerability Management and on-prem Nessus
KnowBe4: Security-awareness reporting, including partner/multi-account mode
Dark Web ID, ScalePad, dmarcian, EasyDMARC, Customer Thermometer

New Features

Organization switcher: Belong to multiple organizations, switch from the sidebar, and create new orgs in place
Assistant file downloads: Files the agent generates are delivered as downloads, with spreadsheets rendered as grids with sheet tabs and formulas
Custom webhooks: A generic webhook source for triggers, so any system can start a workflow
QuickBooks Online: Multiple companies per organization for Accountant mode

Improvements

Run inspection: Copy raw JSON for workflow run input and output
HaloPSA: Configured by base URL instead of subdomain, plus new opportunity tools
Sophos Central: Expanded with module passthroughs, async queries, and cross-tenant endpoint migration
Privacy: Trace payloads are redacted before storage

May 2026

New Integrations

Zoho: CRM, Billing, and Desk with a hosted "Connect with Zoho" OAuth flow
Sophos Central, Sherweb, Pia: New setup pages and tools
RocketCyber, myITprocess, Axcient: Available as research previews

New Features

Microsoft partner mode: Connect once as an MSP via GDAP, then activate individual customer tenants — with live activation status and unlink
New assistant experience: Rebuilt agent chat with image and document uploads (PDF, DOCX, PPTX, XLSX), a stop button, and live token streaming
Organizations & teams: Organization settings, team management, and email-scoped invitations
Triggers panel: Triggers get a dedicated side panel with inline delete and per-trigger run history

Improvements

Signup: OAuth sign-in buttons are enabled by default on the signup, login, and landing dialogs
Templates: Added starter templates for common PSA automations
Pax8: OAuth access tokens now refresh automatically

April 2026

New Integrations

QuickBooks Online: OAuth-based connection, connectable directly from chat
Datto RMM: Job execution, components, and activity log tools
Acronis, Rev.io, Kaseya Quote Manager: New setup pages and tools

New Features

Integration sharing: Share a configured integration's credentials with teammates
Request an integration: Ask for a vendor we don't support yet from the integrations page
Delete workflow: Remove a workflow from the settings panel, with a recovery note
Message feedback: Thumbs up/down on assistant replies

Improvements

Bulk runs: Moved to a dedicated page, replacing the old Test tab
Monitoring: The workflow monitor page refreshes automatically
Large results: Tool responses are automatically trimmed and filtered across 20+ integrations, so big result sets no longer exhaust the agent's context
Pax8 templates: Ready-made templates for the most common Pax8 use cases

March 25, 2026

New Features

Pax8 Webhooks: Full webhook management support for Pax8 — create, list, and delete webhook subscriptions for real-time event notifications (subscriptions, invoices, clients, products, and more)
Pax8 Webhook Triggers: Pax8 is now available as a webhook source when configuring workflow triggers, with a direct link to the webhook management page

March 24, 2026

New Features

Assistant chat: Dedicated assistant experience for conversational help alongside the product
askUserQuestion tool: Workflow builder chat can pause and ask clarifying questions when it needs your input

Improvements

Omnibot / chat UX: Chat views respect scroll position better while messages stream in
Tool presentation: Cleaner labels for agent tools in the UI

Other

Retired the separate onboarding omnibot flow and legacy home chatbot components in favor of the updated assistant and builder experiences

March 17, 2026

New Features

Huntress: New integration guide with setup steps, screenshots, and card logo on the integrations hub
N-able N-Central: New integration guide with images, step naming fixes, and small setup corrections
SMTP integration: UI support for configuring SMTP as an integration

March 15, 2026

New Features

API keys: Page to create and manage API keys for programmatic access

Improvements

Workflow runs: Run history table includes an Input column so you can see inputs supplied for each run
Chat streaming: Scroll position lock while chat streams to reduce jumpy layouts

March 7, 2026

Documentation

Dynamics 365 Business Central: Integration guide added and indexed
Atera and Bitdefender GravityZone: New setup guides and asset fixes

Improvements

Access: Documentation site no longer requires authentication to view
Signup: Dedicated signup page with tailored messaging

February 21, 2026

New Integrations

NinjaOne Integration: Added NinjaOne integration with 24+ tools across organizations, devices, alerts, and more
ITGlue: Added 12 read tools for organizations, configurations, contacts, locations, document retrieval, and types
HaloPSA: Added read tools for agents, sites, contracts, invoices, suppliers, and ticket actions
Hudu: Added 17 read tools for companies, assets, layouts, folders, procedures, websites, networks, and more

New Features

Bumblebee: Launched unauthenticated home page chat with "Build Workflow" capability
Pax8 OAuth Delegation: Added OAuth-based authentication as an alternative to API credentials for Pax8

Documentation

Added step-by-step setup guides with screenshots for all integrations (Pax8, HubSpot, Autotask, ConnectWise, HaloPSA, Syncro, SuperOps, Hudu, IT Glue, Microsoft)

February 17, 2026

New Integrations

Hudu Integration: Added Hudu integration support
ITGlue Integration: Added ITGlue integration support

Documentation

Added setup and tool documentation for Hudu integration
Added setup and tool documentation for ITGlue integration
Updated integrations overview page to include Hudu and ITGlue
Updated integrations guide to include screen shot details
Added reference to privacy policy, terms of service and master subscription agreement during signup
Added optimization to prevent the Workflow Builder agent from running out of context

January 22, 2026

New Features

Trigger Conditions: Added conditional triggering for webhook triggers, allowing users to specify natural language conditions that are evaluated against the webhook payload to determine if the workflow should be triggered

New Integrations

CIPP Integration: Added CIPP integration with documentation and tool support

Improvements

Workflow Builder Experience: Launched an experimental workflow builder experience for faster, clearer authoring

January 12, 2026

New Features

Schedule Triggers: Added schedule trigger support with natural language input, allowing users to create cron-based workflow schedules using plain English descriptions
Schedule Preview: Added schedule preview card showing the next 5 upcoming runs for better visibility into scheduled executions

Documentation

Added Microsoft integration documentation and content, introduced a few more tools
Added Autotask tools documentation, introduced a few more tools

December 29, 2025

New Features

Bug Report System: Added comprehensive bug reporting feature allowing users to report issues directly from the workflow builder
Context Sharing: Added support for context sharing between nodes within a workflow, enabling nodes to access and utilize data from previous nodes in the execution chain
Pax8 Integration: Added update_subscription tool to update subscription quantities for license count management

Improvements

Developer Experience: Added error collector utility and initialization component for better error tracking

December 15, 2025

Improvements

Authentication: Set up default better auth session timeout configuration for improved security and user experience
Workflow Runs: Increased default workflow run page size and bulk run max file size for better performance with larger datasets
Dependencies: Upgraded React version to latest stable release

December 8, 2025

Major Updates

Onboarding: Updated onboarding template with better prompts to help new users get started
Chat Interface: Extended chat route timeout to work for up to 2 minutes during building for better reliability

Bug Fixes

Fixed duplicate prompt chat trigger when using initial prompt

December 5-7, 2025

New Integrations

Google Integration: Added Google integration with comprehensive documentation and setup guides
Microsoft Integration: Added Microsoft integration with full documentation and configuration support
Integration UI: Added visual indicators (green button) when an integration is configured
Dynamic Tools: Tools are now dynamically fetched from backend API in the AI agent system prompt

Documentation & Standards

Created comprehensive Google and Microsoft integration documentation
Added missing Autotask tools to documentation
Created testing and TypeScript coding standards
Added development guidelines (claude.md)

Security & Performance

Upgraded Next.js version to mitigate security vulnerability
Upgraded dependencies for improved stability

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