Release Notes

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.

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.

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.

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.

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.

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

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.

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

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

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.

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.