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Release Notes

Kizen ships fast! From new features to under-the-hood improvements, every Kizen update is in one place. See what's new!

Find Where an Activity Is Used

Before you change or remove an Activity, you can now see everywhere it’s currently used. Open the three-dot menu for any Activity in the Activities table and choose Show Where Used. A summary shows scheduled and logged counts and links to every Agentic Workflow, SmartConnector, Dashboard, Homepage, Filter Group, and Toolbar Template that references it.

Enable and Disable Activities

You can now turn an Activity off without deleting it. Each Activity has a new Enable Activity toggle, and the Activities table has a new Status column that shows whether each one is Enabled or Disabled, which you can change from within the table. A disabled Activity retains its configuration and its logged history is still available to export, but it can no longer be scheduled or logged. When you disable an Activity that still has scheduled instances, Kizen asks whether to keep or delete them.

Step IDs on Automation Steps

Automation steps now offer a copyable short step ID (first 8 characters) from the step menu, showing the ID in the Go To Step selector and including it in failure notifications. The ID makes it easier to find and jump to a specific step, especially in large Agentic Workflows.

Other Enhancements

  • More Options on the Delay Step: The Delay step's three-dot menu now includes Duplicate and Copy, matching other step types.

  • Clearer Search Step Behavior: When you set a Search step to add items to an array (or remove items), a note below the array resolution setting now explains that the array will contain only unique values after adding.

  • Encrypted Secrets for Plugin Services: Plugin developers can now encrypt secret values such as API keys, so the encrypted text is safe to commit even in a public repository.

  • Delete Scheduled Activities: You can now clear an Activity's scheduled instances at any time using a Delete Scheduled button on the Activity's Scheduled screen. A confirmation dialog shows how many scheduled activities will be removed, and if the Activity uses Calendar Integration, you can choose to email cancellations to attendees.

  • JWT Authentication for Plugin Apps: Plugin app services now support a private key JWT authentication type, for integrations that require a JWT bearer flow such as SMART on FHIR.

  • Multiple Base URLs for Plugin Services: A plugin service can now define more than one base URL and route a request to a specific domain, which supports providers that use per-account or regional domains.

  • Kizen AI Usage in Execution History: Execution History details for AI steps now show when Kizen AI was used and record the Kizen AI credits a step consumed. This makes it easy to monitor how much Kizen AI your workflows are using and to see which steps are the most expensive to run.

  • Fewer Sign-Up Emails: For businesses that use single sign-on, one of the two Welcome to Kizen emails that new users receive during self-registration can now be turned off. Talk to your Kizen contact to enable this.

  • Public File Upload Endpoints: New public API endpoints support unauthenticated file uploads from forms and surveys, using dedicated public routes instead of the authenticated ones. The existing authenticated endpoints are unchanged.

  • Rich Text on Activity Fields: Activity text fields can now use rich text. Turn on Allow Rich Text under Field Options on the field, and the formatting carries through to the timeline and email notifications.

  • Light and Dark Mode Favicon: The browser tab icon now adapts to light and dark mode so it stays legible either way.

  • Preview: High Contrast Theme. A high contrast theme is now available in preview. Turn it on under Theme in My Profile. This is an early release ahead of general availability, and we welcome your feedback.

Fixed

  • New businesses no longer stay stuck showing a Building status after the Business Builder finishes.

  • The Agentic Workflow condition "Field with value Contains blank variable" now evaluates correctly for Phone Number fields.

  • Clicking View on Kizen in a comment notification email now opens the comment thread, not just the notifications page.

  • The Add Action menu in automations now stays anchored to the step instead of scrolling away.

  • The Go To Step loop check now works correctly in large automations.

  • The Agentic Workflow canvas no longer breaks when you drag a long condition branch to the top of the screen, and it now re-centers on the dropped step.

  • Removed the color opacity control from dashlet style settings, which was causing some bar chart colors to display incorrectly.

  • Activity field names and display names are now limited to 255 characters.

  • The Run SmartConnector action now uses the SmartConnector icon instead of the code step icon.

  • Viewing an inactive or deleted business that has an installed app no longer causes a crash.

  • Logging an activity no longer fails when the same record is being updated at the same time.

  • Automations can no longer assign an archived team member to a team member or owner field.

  • Publishing a SmartConnector SQL script while an execution is running no longer causes that execution to fail.

  • Importing a configuration package no longer fails when a record layout has no name.

  • Importing an automation that uses a Schedule Activity action no longer fails when the activity name does not match.

  • Fixed an error in the AI filter builder that could stop it from generating filters when certain field types were involved.

  • The confidence threshold on the Field Update from LLM step now saves correctly.

  • The public team-member list used by forms now requires a form field context, so employee lists are not exposed publicly.

  • Upgraded select libraries to close security vulnerabilities.

Search Records Action Step

Agentic Workflows now include a Search Records action step. It finds records on any object that match your criteria and loads them into an array variable you can use later in the workflow, for example to review, update, or send alerts on a set of records at once.

You can match records using an existing filter group, your own custom filters, or all records for an object. A single step returns up to 1,000 matching records.

App Content in Blocks

Installed apps can now add their own content blocks to your pages. This lets you surface rich, app-managed content such as training videos, guides, analytics, or custom interfaces directly in context, without building and maintaining static HTML.

When you add a block, you'll see a new Integrations section that lists your installed apps. Choose an app, pick one of the blocks it provides, and set its options. You can add the blocks on homepages, dashboards, chart groups, and custom record detail pages.

Knowledge Catalogs Now Support MCP

You can now connect an outside AI assistant, such as Claude or ChatGPT, directly to your Kizen Knowledge Catalogs. This uses MCP, an emerging standard that lets AI assistants pull information from other tools.

Once enabled by an administrator and available to users, the assistant can search your catalogs and use what it finds to answer questions, without anyone copying content out of Kizen. It can list your catalogs, search across them, and open a specific document.

Access follows your existing permissions, so a connected assistant only sees the catalogs and content that the person who connected it is allowed to view.

New Kizen AI Models

Kizen now offers built-in AI models, so you can power AI steps without connecting your own provider key. Choosing one lets Kizen run the work on a leading commercial model for you. Three are available:

  • Kizen AI Lite: optimized for speed and lower cost

  • Kizen AI Pro: optimized for accuracy

  • Kizen AI Transcribe: for audio transcription

They appear in the dropdown under Kizen Model Optimization. Select them like any other model in an AI Agent step, such as Call LLM, File Extraction, or Audio Transcription. Kizen routes each request to a top provider and fails over to a backup automatically, so you never manage providers or keys yourself.

To turn the models on, install the Kizen AI app from the App Marketplace.

Other Enhancements

  • Link to Source Code in Open Source Plugins: Marketplace plugins that are open source now show a View Source link on their detail page. You can review the plugin's code on GitHub before installing, extend its functionality, or contribute improvements back to the community.

  • AI Advisor: Kizen's in-app AI assistant delivers sharper answers and better context with this release. Opened via the Kizen logo in the lower right, it can answer how-to questions or build objects, fields, and filters, all grounded in your own data and permissions.

  • Sharing Settings on Catalog List in Custom Knowledge. The Custom Knowledge catalog list now shows sharing at a glance. A new Sharing Settings column replaces Last Updated, so you can see who each catalog is shared with and edit it directly from the list.

Fixed

  • Fixed an Agentic Workflow condition that returned the wrong result when comparing an object variable to a static record value, which could send an execution down the wrong path.

  • Upgraded the underlying AI model versions that power Kizen's AI builder steps.

  • Record detail pages no longer discard unsaved changes when you use Schedule Activity or Add Lead Source. You're prompted first.

  • Sending an email after reaching the Marketing plan limit now correctly fails with an upgrade prompt instead of showing a false success message.

  • The AI assistant no longer fails when a request needs many steps, such as creating an object with many fields at once.

  • The AI assistant's tools, such as listing objects, now work in businesses with very large numbers of objects and fields.

  • The AI Object Editor now auto-renames a field that uses a reserved name instead of failing.

  • The Display Name field is now handled consistently across custom objects and no longer appears in the Activity custom field picker for some objects but not others.

  • SmartConnector export and import now preserve headers and output-table settings for SQL-enabled connectors.

  • When you bulk-start or bulk-cancel an Agentic Workflow across records, the resultijng timeline events on those records now show who initiated the action.

  • The Run SmartConnector custom action now names the SmartConnector instead of saying "Agentic Workflow."

  • Fixed horizontal scrolling in the Agentic Workflow canvas.

  • Agentic Workflow step indicators now load together instead of appearing piecemeal.

  • Dashboard and chart group sharing settings no longer inflate the user count by including service accounts.

  • New Activities keep the Admin role in Team Sharing settings after a page refresh.

  • The record actions (three-dot) menu is now fully visible in the Object Board View.

  • Email step failures now show a clearer message: "Email cannot be sent without a Business Address configured."

  • Payment-failure emails now show the correct invoice number instead of "invoice None."

  • Upgraded select libraries to close security vulnerabilities.

Agentic Workflow Folders: Continued Improvements

Building on the recent folder redesign, the sidebar now anchors to the full height of the browser window, so your folder tree stays visible and usable regardless of screen size. The Actions column in folder views has been pinned to the right side for more consistent access to inline actions. A lingering issue where the hover-state action button remained visible after closing a modal has also been resolved.

Service Account Improvements

Service accounts now support a suspended status, giving admins a way to temporarily deactivate a service account without deleting it. Service accounts are also now generated automatically for marketplace plugin automation steps, removing a manual setup step for plugin publishers and admins.

Other Enhancements

  • Knowledge Catalogs from Installed Plugins: Knowledge Catalogs installed from marketplace plugins now display a plugin icon, with hover text showing which app the catalog came from. These catalogs remain fully testable, and admins can still manage sharing settings and active status, while source details stay controlled by the plugin.

  • Blank Value Handling in Agentic Workflow Conditions: Condition filters that use Agentic Workflow variables now handle blank values according to defined logic rather than always pausing the workflow in error. Where a field-and-operator combination needs clarification, a warning icon with an explanatory tooltip is now shown directly on the filter.

  • Update/Clear Fields on Agentic Workflow Variables: The Modify Related Entity action now supports updating or clearing fields directly on Object Record variables, not just related records, and this action is now available in Global Automations as well as record-based ones.

  • Delay Step Menu Parity: The Delay step's "..." menu now includes the same additional options available on other step types, bringing it in line with the rest of the builder.

  • Only Add Options for Create Entity Action: A new Only Add Options setting is now available in the Choose Field Resolution flow for relationship fields in the Create Entity action, giving builders more precise control over how relationship values are resolved.

  • Templates with Context Object Setting in Message Library: Templates in the Message Library can now be created with a Context Object setting, allowing template content to reference fields from a specified object.

  • Plugin Custom Add Record Flow: Plugins can now inject a custom Add Record flow via the plugin feature API, giving plugin publishers more control over the record creation experience.

Fixed

  • Fixed newlines not being respected in interpolated values in the Email Builder.

  • Fixed the date picker being partially hidden in the dashlet and chart filter builder modal.

  • Source links in Knowledge Base Preview Chat now open correctly when opened in a new tab.

  • The word Automation has been removed from the Step Failed email link URL, and the Notification Center's View Automation action now correctly reads View Agentic Workflow, continuing the platform-wide naming consistency effort.

  • Source links in Knowledge Base Preview Chat now open correctly when opened in a new tab.

  • Fixed Related Objects cache not being invalidated correctly.

  • Fixed the Agentic Workflow archive dialog presenting misleading messaging.

  • Fixed users without Agentic Workflow permission being able to access the Agentic Workflow list directly by URL.

  • Fixed a 500 error returned by the SmartConnector Dev Package API when an invalid source_file_id was provided.

  • Fixed an issue preventing multivalue relationship fields from being updated from a record variable source in Agentic Workflows.

  • Fixed Custom Objects pages refreshing unexpectedly when switching between tabs.

  • Fixed the Custom Objects Permissions page crashing on consecutive object creation.

  • Fixed an issue preventing Activity Field creation on an Activity.

  • Fixed filters disappearing on the Custom Object list after a window resize or responsive reflow.

  • Fixed HTTP Delete Request steps incorrectly sending a request body.

  • Fixed a formatting issue affecting AI response tables.

  • Fixed the rename option appearing on Static Block content with no underlying functionality.

  • Fixed the Number of Activity Submissions dashlet not refreshing its data.

  • Fixed Activity association appearing blank for the current record in certain views.

  • Fixed the non-deletable "Owner" permission on Activities not being honored, which caused the activity to be missing from the /loggable endpoint.

  • Fixed the connector type for Scheduled jobs incorrectly displaying as "Spreadsheet."

Array Variables in Agentic Workflows

Agentic Workflow variables now support multi-value Object Record variables, making it possible to store and work with lists of values in a single variable. Array variables can be passed between steps, used in conditions, and referenced throughout a workflow, reducing the need to build workarounds for list-based logic.

Plugin Improvements

Plugin Block Artifact

A new Block artifact type is now available for plugins, giving plugin publishers a new way to surface content and functionality directly within the Kizen interface.

Plugin Content Dashlet

A new dashlet type lets you add plugin content directly to Homepages and Dashboards, extending the range of experiences plugin publishers can deliver without requiring users to navigate elsewhere.

Plugin Knowledge Catalog

Installed plugins can now include their own Knowledge Catalog, making plugin-specific knowledge available to AI agents without requiring manual setup by admins. Changes in the knowledge catalog sources are immediately available in installed businesses.

Service Account Suspended Status

Service accounts created by plugins now support a suspended status, giving plugin publishers and admins a way to disable a service account without deleting it.

Other Enhancements

Object Deletion Warning

Attempting to delete an Object that contains non-archived Records now surfaces a warning before proceeding, reducing the risk of accidental data loss.

Object-Specific API Docs

API documentation for Objects is now accessible directly from the Object context in the platform, making it easier for developers to reference the right endpoints without leaving their workflow. The linked API documentation is specific to the Object and include the entire Custom Field schema in their examples.

Start Bulk Action Dialog

The Start Bulk Action dialog has been updated with an improved layout for easier readability and faster configuration.

Fixed

  • Fixed hidden Object fields missing from Agentic Workflow goal steps and triggers.

  • Fixed a static value for Update Variable throwing an error in Agentic Workflows.

  • Fixed the HTTP Step losing its payload format when saved.

  • Fixed the Schedule Activity step Save button being disabled when a Due Date had a specific time offset configured.

  • Fixed the Agentic Workflows stats page not clearing quick filters when clicking through to the record list.

  • Fixed unintended notifications being marked as read when bulk-reading selected notifications in the Notification Center.

  • Fixed the Notification Center comment Send button remaining enabled after the first message was sent.

  • Fixed read-only Object long text fields becoming editable when clicked inside an Activity.

  • Fixed a Contact Record action block with email as the first field causing the record view to shift.

  • Fixed the Variable Viewer throwing a TypeError when a null reference was encountered.

  • Fixed SmartConnector table identifiers requiring quotes being double-quoted incorrectly.

Service Account Management

A dedicated Service Accounts page is now available under Settings > Manage Connections, on the Service Accounts tab.

From this page you can configure service accounts with specific permissions to authenticate API calls on behalf of a service account user, view, rotate, and delete API keys, and rotate a key without breaking existing integrations. The previous key is preserved as a secondary key until you're ready to fully cut over.

The service account user name previously labeled "Automation user" has been renamed to Agentic Workflow Code throughout the platform, consistent with the broader Agentic Workflows naming convention.

Read the Developer Documentation

Notification Center Improvements

Status Quick Filter

A Status filter has been added to the Notification Center quick filter set, making it easier to focus on one segment at a time, whether that's clearing out errors and warnings or keeping an eye on what's still in progress.

Bulk Action Notifications

Users can now toggle off email notifications for bulk actions, since everything can be tracked directly in the Notification Center. Notification titles have also been updated for easier scanning, with the most important information surfaced first.

Plugin Improvements

Plugin Setup Assistant

Images, Links, and QR Codes: The Plugin App Setup Assistant now supports embedding images, links, and QR codes, giving plugin publishers richer options for onboarding and configuration guidance.

Plugin Content in Modals

Plugin content can now render inside modals triggered by JS Actions, expanding where plugin-driven experiences can appear in the product.

Plugin Integration Service Accounts

Plugins now support an optional integration service account, giving plugin publishers a dedicated authentication path for outbound service calls.

Other Enhancements

  • Multiple Web Sources from the Same Domain in Custom Knowledge: You can now add multiple web sources from the same domain to Custom Knowledge, removing a previous restriction that limited one source per domain.

  • Notification Values Preserved in Form and Survey Duplication: Duplicating a Form or Survey now correctly copies notification values, so duplicated forms don't require manual notification reconfiguration.

  • Improved Error Handling in Code Steps: Additional error handling has been implemented in Code Step execution to surface clearer information when a step fails, making debugging faster.

  • Custom Object Editor has been updated for reliability and quality improvements: Improved the reliability of the new custom object editor by adding expanded AI evaluation coverage, including interactive test cases, scoring criteria, and performance logging.

Fixed

  • Fixed the Create New Branch button appearing out of position when creating a branch after a variable initialization step.

  • Fixed inconsistent icon weights on Agentic Workflow step tiles.

  • Fixed a SmartConnector error where a data source field was not found in the file despite being mapped.

  • Fixed a SmartConnector issue that could cause duplicate email entries to be inserted.

  • Fixed a SmartConnector console error occurring when configuring a scheduled type connector in advanced mode.

  • Fixed contact name data that was returning null instead of an empty string.

  • Fixed a custom object deletion failure affecting certain configurations.

  • Fixed LLM Execution Log formatting for request body JSON strings.

  • Fixed a plugin code step failure showing "Secret is deleted" after plugin reinstall when the secret still existed.

  • Fixed Paste from Clipboard in Code Steps

  • Fixed an issue where Round Robin was incorrectly including Agentic Workflow Service Accounts.

  • Fixed Agentic Workflow execution history failing to display Extracted Content for steps that update related fields.

Agentic Workflow Folder Enhancements

Navigating and managing Agentic Workflow folders is now faster and more intuitive. A redesigned sidebar displays your full folder tree with expanding and collapsing logic, so you can see your entire structure at a glance. Selected folders are highlighted with bold text and an expanded icon, and that bold state persists on parent folders even when collapsed, so you always know where your active Agentic Workflow lives.

Hover over any folder to access inline actions: rename it, change its parent folder, add a new workflow directly inside it, or delete it. Drag and drop organizing is coming in the next release.

Read the Documentation

Notification Center Improvements

Notification Center Comments

You can now comment on business-wide notifications directly in the Notification Center. An icon in the title column indicates when comments exist, and selecting it opens a modal to view and add comments.

You can mention teammates, who will receive an email notification, and mute future comment emails per notification, the same way Timeline comments work. Comments are available on business-wide notifications only, not on personal notifications like bulk actions you ran yourself.

Agentic Workflow Failure Notifications

"View Failures" is now the default action on Agentic Workflow failure notifications, so you can get to error details in one click instead of navigating from the Agentic Workflow page.

SmartConnector Improvements

  • Activity Trigger: SmartConnectors now support an Activity trigger type. When selected, you choose an Activity Object, which becomes the required configuration field in place of the primary Object.

  • Reprocess a Previous Execution: From the Executions tab on any SmartConnector, you can now reprocess a completed, failed, or cancelled execution without re-uploading the file. Options for dry run and live reprocessing appear in the action menu for eligible executions. If duplicate checking is configured, you can toggle whether it applies to the reprocessed run.

  • Trigger from Custom Action: SmartConnectors can now be triggered directly from a Custom Action on an Object Record.

Other Enhancements

  • Schema Import - View Status from Import List: Import statuses now include "Completed with Errors" and "Completed with Warnings" states in addition to the existing Completed and Failed statuses. If an email report was generated for an import, the status in the list is now clickable and opens the email content directly in a modal, so you can review results without waiting for the email to arrive.

  • View Deleted Agentic Workflow Histories: Execution history for Agentic Workflows run on deleted records is now preserved and viewable. When viewing history for a deleted record, action controls are hidden so the history remains intact for audit and review without the risk of accidental changes.

Fixed

  • Fixed email line spacing formatting being ignored in the Email Builder.

  • Fixed rich text formatting being lost on copy/paste in the Email Builder.

  • Fixed copied merge fields showing null in the Email Builder.

  • Fixed the execution view becoming inaccessible when a large number of Agentic Workflows were queued.

  • Fixed a scheduled Activity step with no associations incorrectly appearing in the context record's timeline.

  • Fixed the Activity Calendar dashlet not updating when switching to Table view.

  • Fixed timeline opt-in events being created without an initiator.

Notification Center: A Cleaner, Smarter Command Center

The Notification Center is where you go to monitor what's happening across your Kizen environment, from Agentic Workflow failures to bulk action results. In this release, we've made it easier to scan, faster to filter, and smarter about how it surfaces what matters, transforming it from a functional list into a true hub for monitoring and troubleshooting.

Here's What's New

Read and Unread, at a Glance

Unread notifications now appear in bold, with colored status dots flagging errors, warnings, in progresses, or completes at a glance. Once read, text returns to standard weight; no more dedicated read/unread column.

This frees up table real estate, reduces visual clutter, and makes state immediately obvious without forcing your eye to a separate column.

New: Status Column

The column previously used for read/unread state has been replaced with a Status column that surfaces the class of each notification at a glance:

  • In Progress: an action is underway and will resolve to Completed, Warning, or Error

  • Error: something failed and needs attention

  • Warning: something completed with caveats or potential issues

  • Completed: a process finished successfully

  • Info: informational only, no action required

Status colors align with Kizen's standard toast notification palette, so severity reads consistently across the product.

Inbox, Archive, All: A New Folder Toggle

The archive filter has moved out of the quick-filter menu and into a folder toggle at the top of the Notification Center, with three views: Inbox, Archive, and All. A new Folder column in the table also shows each notification's current state at a glance, so you can see where things live even in the All view.

Switching between active and archived notifications now takes one click and doesn't disrupt the rest of your filter setup, the same paradigm you're used to from email.

New: Count Column

When the same notification fires multiple times in a day, it appears as a single row with a count next to it. The Count column shows how many times that notification fired, making it easier to prioritize the issues that need the most attention.

Agentic Workflows: Automations, Evolved

You have always been able to build powerful, event-driven automations in Kizen. Today, we are giving that capability a name that better reflects what it actually does, and shipping something new alongside it.

Here's What's New

A New Name for a More Powerful Concept

Kizen Automations are now Agentic Workflows. The builder, the UI, and the documentation have all been updated to reflect the change. If you have existing automations, nothing breaks. Everything you have built continues to work exactly as it did before.

But the name matters. What you are actually building when you configure a workflow in Kizen is closer to an intelligent agent, one that listens for events, evaluates conditions, makes decisions, and takes action across your data and systems, autonomously— also known as an Agentic Workflow.

Update: Variable Override

When one Agentic Workflow starts another, you now have full control over what data it runs with. Override the called workflow's variables using values from a variable, the Context Record, a Related Record, or a specific value, and if a variable is required, it cannot be left blank.

As a result, reusable workflows can adapt to their context over time. You can build a workflow once, call it from anywhere, and let the data do the rest.

New! AI Agent Step

The biggest functional addition in this release is the AI Agent, a dedicated step type built specifically for AI-driven logic within your workflows.

Previously, AI Agent steps were combined inside the Action modal alongside other action types. To improve the user-experience and let these amazing tools shine, we've made it even easier to access by giving AI Agents their own home.

Here's what it will now look like:

  • A dedicated AI Agent pill in the builder toolbar, sitting alongside Action, Condition, Delay, and Goal

  • AI Agent steps available directly from the plus menu anywhere in a workflow

  • A focused configuration modal that surfaces only the three core AI step types: Call LLM, File Extraction, and Audio Transcription

  • A distinct color and icon so AI-powered steps are immediately recognizable in the builder at a glance

  • Standard Action steps remain unchanged, with plugin steps now displayed alongside HTTP actions

If you were already using LLM/AI steps inside the Action modal, those steps have automatically moved to the AI Agent step. Your existing configurations are not affected.

What Did Not Change

The execution engine is the same. Triggers, conditions, actions, code steps, variables, goals, delays, HTTP actions, and marketplace integrations all work exactly as before.

What's Coming Next

The Agentic Workflows Kizen UI and documentation have been updated to reflect the new name and are continuing to grow to match the depth and ambition of the feature itself. Over the next few weeks, expect comprehensive coverage of the execution model, trigger types, action steps, code step development, AI/LLM integration, APIs, webhooks, and design best practices, all in one place.

Read the Documentation

Introducing Knowledge Base Catalogs

The Custom Knowledge has been reorganized around Catalogs, a new way to group, scope, and share knowledge sources across your business. Instead of every source landing in one shared pool, admins can create multiple catalogs, assign sources to them, and control which roles and team members can query each one.

Each business automatically gets a default Business Knowledge catalog, so existing sources continue to work without any setup. From there, you can create additional catalogs for specific teams, products, or use cases, with role-based and user-specific sharing settings on each.

A new Preview Chat tab on each catalog lets you ask questions against the catalog and see the generated answer alongside the source citations and chunks the agent retrieved, making it easier to validate your knowledge base before turning it on for users. Knowledge retrieval respects catalog permissions throughout, so AI agents only return content from catalogs the requesting user has access to.

Other Enhancements

  • Automations are now Agentic Workflows: Across the platform, Automations have been renamed to Agentic Workflows to better reflect how teams are using them today: coordinating logic, AI, and integrations to execute work on behalf of the business. The change touches page titles, navigation, the New button, the Action modal, the bulk Action flow, the broadcast calendar, Record detail tabs, the toolbar, timeline initiator labels, filter categories, permission labels, email notifications, and the KZN export status email. URLs have moved from /automations to /agentic-workflows, with redirects in place so existing links continue to work.

  • Notification Center UX Refresh: The Notification Center now uses color-coded statuses (Error, Warning, In Progress, Completed, Info), bold formatting for unread notifications, a Count column for grouped events, a three-way Inbox/Archive toggle, and a primary action icon for one-click follow-through. Bulk Action Started and Bulk Action Finished are now consolidated into a single Bulk Action type, with status conveying progress.

  • Schedule Activity from Global Agentic Workflows: The Schedule Activity step has been reworked to support global workflows and more flexible association sources. Each association can now pull from the context record, a primary relationship field, an Agentic Workflow variable holding a record, or a related field on a record variable.

  • Assign to Role from Variable for Schedule Activity: Activity assignments now support a Role from Variable option, with the role resolved by UUID or by case-insensitive name match.

  • Start Agentic Workflow with Variable Overrides: The Start Agentic Workflow step and the public start API now accept variable overrides, so a parent workflow can pass values into a child workflow's variables. This enables orchestrator/child patterns and reduces duplication across similar workflows.

  • Action for Dates in the Past for Goals: The On or Around Date Goal now exposes an explicit setting for what to do when the calculated trigger date is in the past, with options to proceed down the Met path immediately, the Not Met path immediately, or wait for the configured Not Met delay.

  • Expanded Format Support for Audio Transcription: The Audio Transcription step now accepts .m4a, .mp4, and .ogg files in addition to MP3 and WAV, covering Zoom audio recordings, Teams and Google Meet recordings, voice memos, and audio messages from WhatsApp and Telegram.

  • Code Step Timeout: Code Steps in Agentic Workflows can now run for up to 55 seconds, up from 30, giving more headroom for parsing, splitting, and processing larger files.

  • Agentic Workflow Folders in Schema Exports: The export selection list now displays folders, including nested folders. Folder checkboxes select all the workflows inside, folders themselves are recreated in the destination business, and you can enter an optional filename prefix for the export file.

  • Custom Domains for Portal and Agent CRM: Businesses can now be hosted on a custom domain. The platform routes emails, magic links, password resets, calendar sync URLs, file downloads, OAuth flows, broadcast email links, AI agent and Knowledge Base responses, and bulk action download links through the business's primary custom domain. Available as a paid add-on for Enterprise customers.

  • Per-Object OpenAPI Specs and Swagger UI: Two new endpoints expose a live OpenAPI spec for any custom object's records API. GET /api/record-docs/{object}/ returns the JSON spec; GET /api/record-docs/{object}/swagger renders a Swagger UI scoped to that object, with examples populated from the object's actual fields and scoped to the requester's read permissions.

  • Upstream Error Forwarding for Plugin Service Proxy: When a plugin's outbound request fails, the proxy now wraps the upstream status code, headers, and body in its own response payload, letting plugin code distinguish proxy errors from upstream errors.

  • Local Development Toolkit for Plugins: A new @kizenapps/builder package, runnable via npx, lets plugin developers build a local plugin package and exercise it in a sandbox without round-tripping through Kizen.

  • Ranged Video File Streaming: A new GET /api/files/{id}/stream endpoint supports HTTP Range requests, returning 206 Partial Content. HTML5 <video> elements pointed at the stream URL can now seek and play without downloading the entire file.

  • Schema Import Reports Persisted: Reports for KZN file imports are now stored on the bulk Action Record so they can be reviewed later, not just at the moment the email is delivered.

  • Timeline Initiator Labels: Timeline events for form and survey submissions, subscription list updates, and integrated inbox emails now show explicit initiator types and labels instead of falling back to a generic "Opt in" label.

Fixed

  • Fixed Agentic Workflow histories being deleted when a record was archived. Archiving a record now cancels in-flight executions cleanly while keeping the history intact for audit and debug.

  • Fixed Code Step executions getting stuck in a pending state after a deploy. Consumers now respond promptly to shutdown signals and mark in-flight work as retryable instead of leaving histories stuck forever.

  • Fixed the Delete Scheduled Activity step silently completing when the only target Activity had been deleted. The step now correctly pauses on failure.

  • Fixed SmartConnector duplication losing the source's status. Duplicating a SmartConnector that's still in Setup now keeps it in Setup.

  • Fixed SmartConnector test execution failing with a SQL syntax error on Excel files with numeric sheet names like "1" and "2".

  • Fixed inconsistent capitalization of "agentic workflow" on the bulk pause/cancel summary screen.

  • Fixed Contact merge fields not populating in team-member SMS messages from Agentic Workflows.

  • Fixed bounced emails with multiple recipients adding all recipients to the Suppression List. Only the actual bouncing address is now suppressed.

  • Fixed Form and Survey imports crashing when the imported object had a matching api_name but a different display name. The import now fails cleanly and reports the conflict in the email summary.

  • Fixed newline characters being collapsed in the LLM File Extraction step prompt, which had been causing inconsistent and unpredictable LLM responses.

  • Fixed Integrated Inbox sync getting stuck when Gmail returns a 404, when the history ID expires (which Google does after 7 days), or when a backfill page token gets stuck. The inbox now resumes from a Gmail push notification using the last-received timestamp.

  • Fixed Timeline event lookups timing out at 70–150 seconds on cold start, which had been preventing users from adding comments to Timeline events under load.

  • Plugin Code Step output fields now respect the required flag in the plugin configuration, so optional outputs no longer fail validation when omitted.

  • Suppressed the View API Key option in Settings > API Keys for keys that don't belong to the logged-in user, completing a recent backend restriction that prevents users from retrieving other users' keys.

External Calendars in Calendar Dashlets

Your calendar dashlets now display events from Google Calendar and Outlook, giving you a complete picture of your schedule without ever leaving Kizen.

For sales teams and operations managers juggling both CRM activities and personal calendar commitments, this means you can finally see everything in one place.

Spot open time slots, avoid double-booking, and schedule follow-up Activities with a clear view of your availability, whether your team lives in Google Workspace, Microsoft 365, or a mix of both.

With this feature, you can:

  • View Google Calendar and Outlook Calendar events directly inside your Kizen calendar dashlets

  • Select which calendars to display from a new calendar icon in the dashlet header

  • See scheduled Kizen activities and external events side by side, with duplicates automatically consolidated

  • Create Google or Outlook events directly from any date or datetime field in Kizen.

External calendar support will continue to expand. Additional calendar integrations and display enhancements are planned for future releases.

Getting Connected

To get started, connect your calendar from the Marketplace. Both Google Calendar and Outlook are now supported.

Once authorized, a calendar icon will appear in the header of any calendar Dashlet. Select it to choose which of your calendars to display.

If you haven't connected a calendar yet, the icon will prompt you to visit the Marketplace to set up the integration.

Designed Around Your Day

External events appear in green so they're easy to distinguish from scheduled Kizen Activities, which are in red. Past events are shown in a muted style to keep focus on what's upcoming.

If an external event matches a scheduled Kizen Activity, such as a calendar invite sent from Kizen, the two are automatically merged into a single event so your dashlet stays clean and easy to read.

Hovering over an external event shows the event title, calendar name, time, and attendees. Selecting the event opens the event directly in Google Calendar or Outlook, wherever it lives.

Create Google and Outlook Events without Leaving Kizen

With Google Calendar and Outlook connected, date and datetime fields across the platform can create events in both calendars. Want to see a follow-up date on a Contact Record? Select the data adornment to drop it straight onto your Google or Outlook calendar.

The Activity Schedule Dashlet on your homepage also lets you create Google and Outlook events directly from any date field in Kizen. Selecting a data adornment opens the event in Google Calendar or Outlook, pre-filled and ready to save.

  • ​Date fields create all-day events

  • ​Datetime fields create events at a specific day and time

Personalized for Every User

Admins control whether external calendars are enabled for each dashlet. When enabled, each team member sees their own calendars based on their individual Google or Outlook connection, so the same dashlet shows the right schedule for each person viewing it. No mixed signals, no shared inboxes, just your calendar for you.

SmartConnectors: Bulk Action Trigger

SmartConnectors now support a new Bulk Action trigger type, giving you a faster and more direct way to run a SmartConnector on a specific set of Records.

Running a SmartConnector on a targeted group of records previously required workarounds like upload files or filter groups. Now you can select records directly from the list view and trigger a Start SmartConnector bulk action on that set, with your configured input fields augmenting the selection automatically.

This is especially useful for large datasets where you want the performance and data-handling capabilities of SmartConnectors, without the overhead of setting up automation-based alternatives.

To use this trigger type, select Bulk Upload when creating a new SmartConnector and configure which fields should be included in the input table. A Start SmartConnector permission is available per Object to control access.

Other Enhancements

  • Automation Execution History Sorting: The step list in automation execution history now sorts by Run At time first, making it easier to follow the sequence of events in complex automations.

  • Webhook Received Trigger Icon: The Webhook Received trigger has a new icon to make it more visually distinct in the automation builder.

Fixed

  • Fixed hidden activity fields not being treated as blank in existing activity rules, which could cause rules to evaluate incorrectly.

  • Fixed the Homepage onboarding popup reappearing after being closed.

  • Fixed an inconsistent default state for the Record Count toggle between the Create and Edit flows in Pivot Tables.

  • Fixed an autoscroll issue that appeared when adding new fields to the Active Table Columns section of Homepages Scheduled Activities Dashlet.

Board View: Rearrange or Remove the Name Field

The Name field in Board View can now be rearranged or removed like any other field, giving you more control over how records are displayed on your board. Previously, the Name field was locked in place regardless of your layout preferences. This update brings Board View in line with the flexibility available in other record views.

Other Enhancements

  • Custom Object Fields Preview: A Preview button has been added to the custom object fields editor, so you can see how a field will appear to users before saving your configuration.

  • Automation Field Update UX: The Field Update action has been improved to make configuring multiple field updates in a single step clearer and easier to work with.

  • Activities (Required Associations): Activities can now be configured to require an association, with options to also mark the association as read-only, giving admins tighter control over how activities are logged.

  • Suppress Failure Notifications in Debug Mode: Automation failure notifications are now suppressed when the Automation Debugger is active, reducing noise during testing and troubleshooting.

Fixed

  • Fixed pill labels in rich text fields not updating to reflect the latest option names, and resolved an issue where paste was not supported in those fields.

  • Fixed a Big Board crash caused by a null reference error when reading scroll position.

  • Fixed Google Ads credential errors that prevented the integration from running correctly.

  • Fixed fields below a deleted condition disappearing in Activity Advanced Rules.

  • Fixed the Automation Builder back link returning users to the root folder instead of their previous location after a page refresh.

  • Fixed a round-robin automation step error that caused duplicate key constraint violations.

  • Fixed an issue where switching dashlet types midway through creation broke the UI.

Calendar Dashlets: Day, Week, and Month Toggle

Calendar Dashlets now include a toggle that lets you switch between day, week, and month views directly from the dashlet, without leaving your dashboard. This brings the same flexible navigation available in the full Calendar view into your dashlet experience, making it easier to stay oriented across different time horizons while working.

Other Enhancements

  • Plugin App dynamicPrompt Tooltips: Info tooltips can now be added to dynamicPrompt fields in Plugin Apps, giving users clearer guidance during prompt configuration.

  • Automation History Status: Automation execution history now reflects the latest run states accurately with support for new history statuses.

  • Marketplace OAuth Suppression: Suppression behavior for OAuth-connected Marketplace apps has been updated for more consistent handling across integrations.

Fixed

  • Fixed an issue where automation variables could leave a step in a partially saved state when the variable was changed.

  • Fixed code step variables being auto-populated with invalid identifiers derived from legacy field API names.

  • Fixed condition custom filters failing when the "date created" field was used.

  • Fixed the Save button remaining active despite incomplete Team Member configuration in the CC Additional Team Members action.

  • Fixed code step failures not being handled correctly, which could cause automations to behave unexpectedly.

  • Fixed an automation using the Audio Transcription action closing immediately upon opening after import.

  • Fixed the Activity Field dropdown appearing blank in Object Record variable configuration.

  • Fixed an issue where renaming a text block's internal name broke visibility rules tied to that field.

  • Fixed a bug where opening the filter editor on a custom chart caused the edit modal to close on the first attempt.

  • Fixed inconsistent display names appearing on pivot tables.

  • Fixed users without any permission groups being incorrectly redirected to the Notification Center.

  • Fixed custom actions on individual records returning a "General Error."

  • Upgraded Axios to address a denial-of-service vulnerability via the __proto__ key in mergeConfig.

  • Resolved a Kafka dead-letter queue error occurring when a batch node reference was unexpectedly null.

Global Automations: Create Entity Record

Global Automations now support a Create Entity action, allowing builders to create a new Object Record directly from a global Automation step. The newly created Record can optionally be saved to an Automation variable for use in later steps, assigned to a relationship field, or used to trigger downstream Automations. This enables powerful multi-Object Workflows without manual intervention.

Other Enhancements

  • Scheduler Trigger with SmartConnectors: SmartConnectors now support a Schedule-based trigger, allowing connectors to run automatically on a recurring schedule without requiring an input file. Schedules use the same RRule-based configuration as Global Automations, with support for the advanced RRule editor.

  • Archive Record Step in Automation Actions: A new Archive Record(s) action is now available in the automation builder, allowing Automations to archive the current Record, a related Record, or a Record stored in an Automation variable. Active Automations on archived Records are cancelled automatically, and a Timeline entry is logged for the action.

  • Clear Field Values in Automations: The Modify Related Entity step now supports a Clear Field(s) action type, enabling multiple fields to be cleared in a single step. A new Blank Value option has also been added to the Update Field(s) flow, making it possible to update and clear different fields on the same record simultaneously.

  • Edit Dashlet with AI: A new Edit with AI option is now available in the dashlet three-dot menu across Homepages, Dashboards, and Chart Groups, allowing users to describe changes to a dashlet in plain language and preview the results before saving.

  • Selectable Columns in Team Member Overview: The Team Member table now supports customizable column selection, consistent with Custom Object overview tables. The default column set has been updated to remove Phone Number and add Last Login.

  • Mark as Read from Email: Clicking a link in a notification email now automatically marks the corresponding in-app notification as read, without requiring a separate visit to the Notification Center.

  • OAuth Access with Marketplace Permissions: Marketplace permissions have been updated so that users with no Marketplace access can still perform user-level OAuth authorization via a direct link, while the Marketplace page remains read-only.

  • Improved Key Display with Integration Secrets: API secrets now display the first 2 and last 2 characters of the key, making it easier to distinguish between keys that share a common prefix. Secrets under 14 characters remain fully masked.

  • Team Member Archive Warning: The team member archive confirmation dialog now displays the team member's full name, email, and business name, and requires a confirmation checkbox before proceeding.

  • AI Model Updates: Deprecated Gemini models (2.0 Flash, 2.0 Flash Lite, and 3 Pro Preview) have been removed from all LLM, File Extraction, and Audio Transcription step options ahead of their June 1, 2026 shutdown.

Fixed

  • Fixed a silent 400 error preventing DateTime field values from being cleared from the table view on Object Records.

  • Fixed AI filter generation failing on Contacts and Objects pages.

  • Fixed a bug where renaming an Automation by changing only letter casing incorrectly threw an "Automation name must be unique" error.

  • Fixed cancelled debug executions not supporting the "Run this step again" option; restarting from a cancelled Debug Waiting step now works as expected.

  • Fixed CSV uploads failing without a clear error message when a file used legacy CR-only line endings; the uploader now detects and blocks these files with an explanatory message.

  • Fixed the bottom of the Open Activities table appearing blurred when Notes were hidden.

  • Fixed the Contact Timeline becoming unresponsive when opening Relationship Details for Contacts with a large number of related Records.

  • Fixed SQL syntax highlighting being lost in the SmartConnector script editor after selecting all and deleting with the mouse.

  • Fixed Records unarchived via SmartConnector upload not having their calculated search text and display name updated, causing them to be unsearchable.

  • Fixed the Set Role dropdown on the Add Team Member page not displaying roles in alphabetical order.

  • Fixed overage budget inputs in Billing Settings appearing editable to users with View-only permissions.

  • Fixed Custom Actions sharing settings incorrectly rejecting Edit and Admin permissions for All Team Members.

Automation Field Updates

The Change Field Value automation action now supports updating multiple fields in a single step. This enhancement streamlines automation configuration and reduces the need for repetitive actions when modifying and clearing records.

Other Enhancements

  • Automation Configuration Stability: Automations with invalid configurations will no longer fail to load entirely, preventing disruption caused by misconfigured steps.

  • SmartConnector Dry Run Validation: SmartConnectors now require required configuration steps to be completed before allowing a dry run, with clearer error messaging to guide setup.

  • SmartConnector Execution Reporting: Run reports now accurately reflect successful uploads and execution outcomes, eliminating misleading partial success messages.

  • Calendar Dashlet Duration Display: Multi-hour events now visually span all affected time blocks in Calendar Dashlets, improving clarity for scheduling workflows.

  • Team Member Overview Filters: The Team Member table now supports filtering by roles and permission groups, aligned with filtering behavior across Contacts and Custom Objects.

  • Plugin Wizard Calendar Artifact Support: The Plugin Wizard now supports publishing apps using the new Calendar data source artifact.

  • AI Model Updates: Deprecated AI models have been replaced with supported provider models to ensure continued reliability in AI-powered workflows.

  • Developer Documentation Enhancements: New developer documentation for Custom Fields and Records is now available under the Objects section, providing foundational guidance on the data model, structure, and permissions functionalities.

Read the Documentation

Fixed

  • Fixed inability to interact with rich text fields in the activity modal due to layering conflicts.

  • Resolved issues where editing automation actions could prevent saving.

  • Fixed incorrect error messaging when required fields exist within hidden field categories.

  • Corrected Integrated Inbox errors related to invalid data handling and incorrect “From” addresses.

  • Resolved duplicate CORS header issues affecting certain external integrations.

  • Fixed dashboard rendering errors when opening newly unhidden dashboards.

  • Corrected date picker alignment issues in small create modals.

  • Fixed AI data augmentation dropdown UI behavior.

  • Resolved webhook delivery failures for voided invoices.

  • Fixed issues preventing automation variables referenced in math steps from being deleted.

  • Improved SmartConnector input file validation to prevent configuration-related execution errors.

  • Improved ModelFlow error messaging to prevent misleading guideline violation messages.

  • Fixed AI Chat guardrail messages that previously required a hard refresh to appear.

Introducing the Notification Center

We’re excited to introduce the Notification Center, a new in-app experience that keeps important alerts, updates, and system messages in one place, right inside Kizen.

The Notification Center replaces scattered email notifications with a centralized workspace, helping you quickly see what needs attention and take action without disrupting your workflow.

Instead of digging through inboxes or wondering whether background tasks completed, the Notification Center gives you real-time visibility into key activity across the platform.

With this release, you can:

  • Proactively spot Broadcast, Automation or Activity webhook failures

  • Track asynchronous work such as exports and bulk actions

  • Reduce inbox volume by managing alerts directly in Kizen

  • Act faster with built-in actions and direct links to related events

The Notification Center will continue to evolve. Additional events will be introduced over time, and the experience will be refined as we learn how teams use notifications in their daily workflows.

Designed for Speed and Clarity

Access the Notification Center from the new bell icon in your toolbar. Visual indicators highlight unread, in-progress, or high-priority notifications so you know what to focus on at a glance.

Inside the Notification Center, you can search, filter, and organize notifications by type, date, scope, read status, or archive state, and take bulk actions to keep things tidy. Your filters and search preferences are remembered automatically.

Built for Teams

Notifications support both user-level and business-level visibility, allowing teams to share responsibility for monitoring operational health and responding quickly when action is needed.

Smarter Alerts, Less Clutter

Notifications are automatically archived over time, and older items are removed to keep the experience fast and focused. The result is a notification stream that surfaces what matters without unnecessary volume.

Expanded Field Update Trigger and Goal Conditions

Field update triggers for all field types now support additional condition options, including Contains, Does Not Contain, Values Added, and Values Removed. These options allow automations to run based on specific changes to tags, multi-select relationships, and checkbox fields.

Other Enhancements

  • Notification Center: A new in-app workspace for viewing, filtering, and managing system alerts, automation failures, exports, and other operational notifications directly within Kizen, with search, bulk actions, and shared team visibility.

  • Code Step Library Expansion: Code Steps now support the python-dateutil library, enabling more robust and flexible date parsing and manipulation in automation workflows.

  • Billing Seat Calculation Updates: Users with example.com email addresses are now excluded from billable seat counts, consistent with existing behavior for kizen.com support users.

  • Global Automations: Global Automations are now available to all users.

Fixed

  • Fixed issues where execution steps could disappear in Execution History after selecting a trigger.

  • Fixed the Refresh button in Execution History so execution status updates correctly without triggering errors.

  • Resolved an issue where automations could become stuck on Variable steps, preventing executions from completing.

  • Fixed an issue where the debug view displayed incorrect date previews, even though underlying values were correct.

  • Fixed layout issues where long field names could break “Change field value” selectors.

  • Execution history for Call LLM and LLM Condition steps now correctly renders resolved merge field values instead of placeholders.

  • Fixed UI issues where Unified AI chat options could rapidly jump.

  • Fixed cases where truncated AI responses did not consistently show tooltips.

  • Resolved errors that prevented certain AI-generated homepage dashlets from rendering due to unsupported entity types.

  • Resolved typeahead search syntax errors that caused failures for certain query strings.

  • Fixed issues where notification indicators could fail to load in some environments.

  • Resolved an Integration environment issue that prevented users from opening profile settings for their businesses.

  • Fixed errors retrieving dynamic tags used in CSV templates.

Update Multiple Fields in Single Step

The Update Field Value automation action now supports updating multiple fields within a single step. This reduces the need for duplicate actions, simplifies automation logic, and makes complex workflows easier to build and maintain. Admins and builders can now make coordinated updates across several fields without introducing unnecessary branching or extra configuration.

Other Improvements

  • SmartConnectors Debugging Improvements: Users can now download partial SQL output when a SmartConnectors test execution fails. This makes it easier to understand where queries are breaking and speeds up troubleshooting during connector configuration.

  • Automation Create Action: Configurable Behavior for Duplicate and Archived Records: The Create Record automation action now lets you control what happens when a record with the same name already exists. Builders can choose to error, create a copy, delete and replace an archived record, or unarchive the existing record. These settings persist when steps are copied, automations are duplicated, or configurations are exported and imported.

  • Granular AI Configuration Controls: Admins can now enable or disable AI capabilities at a more granular level using the AI Plugin App configuration, allowing for tighter governance and more controlled feature rollout.

  • SmartConnectors Usability Improvements: Scope names are now shown in the Variables to Exclude from New Data Check configuration, and Team Associations are now supported in Reference Data. These updates improve clarity when managing complex datasets.

  • Admin & Platform Improvements: Admin tooling and platform reliability were improved with stronger validation when importing configurations with missing permissions, and broader UI support for international area codes.

  • API & Documentation Enhancements: The public API documentation now includes the new presigned-post endpoint GET /api/s3/presigned-post which allows you to upload files directly to S3.

Read the Documentation

  • Developer Documentation Enhancements: New conceptual developer documentation for Objects and Contacts is now available, providing foundational guidance on the data model, structure, and permissions functionalities.

Read the Documentation

Fixed

  • Fixed an issue where date range filters could skip the last selected day.

  • Fixed missing error messages in the filter builder.

  • Fixed table jitter when scrolling in the Contact Chart view.

  • Fixed automation folders not appearing immediately after moving items when filters or search were applied.

  • Fixed inconsistent timezone warnings in automation steps using date/time static values.

  • Fixed cases where null or undefined data caused UI errors in automation and activity views.

  • Fixed automation import failures related to missing related entities.

  • Improved error handling so expected external integration failures no longer surface as actionable system errors.

  • Fixed cases where Business Builder could get stuck on a blank page after failures.

  • Addressed stability issues related to dependency vulnerabilities and improved overall system resilience.

Summary Explanation in Donut Charts

Donut charts now display a customizable center summary that accurately reflects the selected record count.

Other Improvements

  • Automation Actions & Record Variables: Automation actions have been split into Start Automation and Modify Automation actions, enabling the use of record variables to start or manage automations on related records.

  • Variable Handling & Validation: Code Step variables now support all phone number fields (including Home Phone), UUID variables are restricted to valid field types, and removing a variable only invalidates its associated Update Variable action.

  • Scheduling & Trigger Reliability: Automations that schedule activities with Skip Non-Working Days enabled now correctly respect Business Calendar holidays, and date-based creation triggers no longer fail when encountering null or undefined values.

  • Webhooks & Integration Stability: Webhook-triggered automations now support Boolean, Team Member, Object Record, Date, and DateTime variables without execution failures, and email sync integrations now handle expired or revoked credentials without repeated hard failures.

  • Documentation Updates: Launched new technical documentation in GitBook, including comprehensive coverage of Activities concepts, data models, permissions, and API reference documentation.

Read the Documentation

Fixed

  • Fixed issues where inline editing of automation names caused cursor positioning problems and where condition cards did not consistently display selected values from related records and static inputs.

  • Resolved an issue where builders escalating to full chat displayed system headers instead of user output.

  • Fixed UI errors in automation and activity views caused by unhandled null or undefined data.

  • Improved error handling on automation record pages to ensure 404 responses are handled consistently.

  • Improved error classification so expected external integration failures no longer surface as actionable errors.

Enhanced Plugin Automation & Actions

You'll notice that plugins can now publish automation steps and manage sandbox builds.

These plugins can now leverage advanced JS actions with templates, versioning, and configuration assistance.

Other Improvements

  • Automation Builder Enhancements: New variable-only filter builder for Global Automations enables cleaner, more reliable condition logic when filtering exclusively on runtime variables.

  • Automation Reliability & Execution Improvements: Improved automation debugging and execution handling, including clearer debugger messaging for Global Automations. The AI Automation Builder now supports additional libraries, including paramiko, enabling SFTP-based automation scenarios.

  • Integrations & Data Platform Enhancements: SmartConnectors now support phone number fields as reference data, expanding mapping capabilities. Plugin lifecycle handling has been strengthened to ensure proper cleanup during uninstall and deletion.

  • Localization Improvements: Enhanced translation extraction ensures UI strings are consistently captured and translated across all supported languages.

Fixed

  • Prevented scheduled automations from running for deactivated businesses.

  • Resolved issues that prevented variables from persisting values sourced from logged activity associations.

  • Addressed cases where skipping automation steps caused executions to stall.

  • Removed lingering JS actions that remained executable after uninstalling a Marketplace app.

  • Eliminated browser hangs triggered by plugin-driven dynamic prompts.

  • Fixed dashboard layout generation issues that created empty dashlets.

  • Improved the automation history view to allow scrolling through all execution steps.

  • Corrected missing UI strings that were not translating properly via Lokalise.

  • Adjusted floating UI elements to prevent overlap with the “Back to Top” button.

  • Repaired related-object add flows for many-to-many relationships

Bring Your Own Amazon SES

Teams can now connect their own Amazon SES accounts to send email through their organization’s infrastructure, improving deliverability and compliance.

Admins gain greater control over domain reputation, security policies, and sending configuration.

Read the Documentation

Other Improvements

  • Dashboard & Chart Access Controls: Access requests for dashboards and chart groups now enforce correct maximum permissions, improving security and giving admins clearer control with less manual review.

  • Plugin-Provided Automation Step: Plugins can now register their own automation steps that behave just like native steps, enabling flexible, modular workflow design and deeper extensibility for advanced custom integrations.

  • JS Action templates in Object Actions Menu: Plugins can now register JS Action Templates directly into the Object Actions Menu, making it easier to run custom actions from any object record.

  • Automation Action Config Conflict Resolution Options: Automation Action Config now includes new conflict resolution modes for external integrations, giving users more control when updating or syncing data.

  • Knowledge Library-Configure Online Source: You can now configure online sources directly inside the Knowledge Library, making it easier to manage external documentation or reference content.

  • AI & Retrieval Improvements: The Knowledge Library now uses an improved indexing and retrieval pipeline for more accurate responses, and AI Chat is more stable with better handling of Custom Object–based queries.

  • Platform Reliability & Security: Authentication is more stable, Knowledge Base scalability is enhanced with new Postgres databases, and deployment reliability is improved through updated Jenkins artifact configuration.

Fixed

  • Fixed an issue where automation stats did not update when an execution’s status change failed.

  • Fixed a case where automation history did not correctly support skip, un-pause, or debug run behaviors.

  • Resolved an issue where "Completed" status colors were inconsistent in the automation execution list and viewer.

  • Fixed the inability to cancel an automation execution that was paused on a deleted Goal Step.

  • Fixed date/time triggers failing when using Around Date Time with Create Date.

  • Resolved errors where AI Chat failed on Custom Object builds.

  • Fixed an issue where AI Chat would sometimes render responses incorrectly.

  • Updated S3 access keys to ensure integrations continue running smoothly.

  • Fixed cases where the Update Record action could not find records by name.

  • Fixed issues preventing users with Library Permissions from creating, editing, or viewing templates.

  • Improved handling for the “Configure Online Source” flow.

  • Navigation menus no longer get cut off on smaller screens.

  • Logging Notes now warn or prevent loss of unsaved changes rather than discarding them silently.

  • Improved handling of variables to prevent errors when deleting them.

  • Fixed a bug where some static content blocks did not display correctly.

  • Fixed an issue causing repeated logout 401 errors.

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