Release 2025.26
3 min read
📌 Release Overview
v 2025.26-f.6aff5
June 25, 2025.
👥 Role-Based Highlights
Role | Impact | Highlights |
|---|---|---|
Admin | Moderate | This release enhances control and efficiency with new access management capabilities in the Knowledge Base and the rollout of Elasticsearch, delivering faster and more accurate search results. Additionally, folder creation permissions have been refined to ensure better governance. |
User | Low | Users can now leverage the Answer Library to streamline RFP and DDQ processes by saving and reusing historical answers. Improvements to Excel exports and bug fixes further enhance usability and data accuracy. |
tech | Moderate | 2025.26 Infrastructure Changes Folder access management |
💥 Breaking Changes
User Admin Create folder action - A user with knowledge.read role was able to create a folder in the Knowledge Base. Now, a user must have the knowledge.write role and “Can write” folder access to perform this action.
🚀 What’s New (Business/End-User Focus)
✨ New Features
User UserScoped API Token - Users can now create an API key with restrictions to a user. This allows end user to create a token with user permission. More details in the documentation here.
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User RFP Library - RFP/DDQ Agent users can save historical answers to a central repository of answers called the Answer Library. The Answer Library can also be used as a scope for completing new RFP and DDQ questionnaires.
Overview - Users will now be presented with an Answer Library component that describes its purpose and a button to open the Answer Library Table
Answer Library Table - Users may open the Answer Library Table and review all of the answers that they have Verified and Marked Complete from prior sheets. This sheet is restricted to manual editing, meaning that the AI Agent will not overwrite any cells. Users can select which columns should be added to the Library from completed sheets and export into docx or excel.
Add to Answer Library Toggle - Previously disabled, users can now submit completed sheets to the Answer Library. When completing a sheet, users can use the
Add to the Answer Librarytoggle to insert the sheet rows to the Answer Library.
User Admin Knowledge Base “Can manage” Access - We’ve introduced a new “Can manage” access level, enabling users with the knowledge.write role to view and modify access permissions. Previously, only users with the chat.admin.role could perform these actions. The feature flag introduced in the last release has been removed, as it is now obsolete. In addition, creating root folders is restricted to users with the chat.admin.role. For more details, please refer to this page Folder access management. Please note that the chat.admin.role role is restricted by knowledge access rights, e.g., she must have the “Can manage” access to view and manage access.
This feature is disabled by default. Please reach out to your account manager if you would like us to enable it for you.
Admin Elasticsearch roll-out - We roll-out Elasticsearch with this release, making it the default engine for handling keyword-based queries. Elasticsearch provides superior relevance scoring for key-word based queries and improves the search performance overall. Our platform previously used PostgreSQL's built-in full-text search with n-gram-based similarity matching (pg_trgm extension). While functional, this approach had several limitations for FSI requirements. For more details, please refer to the documentation for Admins Elasticsearch and Infra Admins Elasticsearch Infrastructure.
Please note that we will be rolling out Elasticsearch to all tenants within a week from the release. It should be available on all tenants on .
🔧 Improvements
User Add Review Status and Assignee to Excel exports - Exported Magic Tables will now extract selected values from dropdown components for Review Status and Assignee.
🐞 Bug Fixes
User Eliminate duplicated header rows - This fix eliminates duplicate header rows that are generated when the agent is called after initial magic table population
User Remove blank line from RFP Excel Exports - Fixes blank line inserted between header and table that was present in excel exports
User Copy of answers - Fix formatting issue when copying answers from the page
🧑💻 Public API and SDK changes
2025.26 Public API/SDK changes
🛠️ Upgrade Notes (Technical Focus)
Designed for tech teams, e.g. sysadmins, DevOps, engineers managing integrations can be found below:
2025.26 Infrastructure Changes
Folder access management
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