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August 2025

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Agent and Workflow

  • Begin with templates designed for common use cases such as spam detection, ticket routing, and ticket classification, eliminating the need to start from scratch. Select a template that closely matches your needs and customize it. This approach enables you to launch your automations in minutes rather than starting from zero each time.

  • Define permissions for viewing, editing, or running specific workflows to avoid granting full access to everyone. Protect critical automations while allowing team members to safely experiment. This way, your important workflows remain secure, and production processes are not disrupted by accidental changes.

  • The search feature for workflows in the UI is now live, making it easier to find workflows by name across tabs.

  • Eliminate the need to build complex workflow trees for repetitive tasks across multiple tickets, meetings, or users. We’ve introduced ready-to-use loop nodes for common scenarios, such as tickets and meetings, along with a flexible For Each loop for custom collections.

document icon For more information about Agent and Workflow, refer to the following articles: ‣ Workflow management | Workflows | AgentOS platformTroubleshooting | Workflows | AgentOS platformTriggers | Workflows | AgentOS platformConversational workflows | Workflows | AgentOS platformWorkflow action library | Workflows | AgentOS platformDevRev | Workflow EngineWorkflows | AgentOS platform

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Build App

  • A new default My Issues view has been added to Explore, enabling you to quickly pin and manage your own work items.

  • Case sensitivity issues in trail searches have been fixed, ensuring relevant results appear without requiring an exact keyword match.

  • Now, when fields like Sprint or Target Close Date are cleared (unset) on issues and tickets, these changes, along with their timestamps, are visible in the Events tab.

document icon For more information about Build App, refer to the following articles: ‣ Build snap-ins | BuildBuild best practices | BuildBuildBuildIssues | BuildSmart sprint | Automate | Snap-insSprint mode | Build

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Vistas

  • Introducing a board view that turns work items into visual cards, organized in columns and rows. It enhances workflow visualization, limits work in progress, and allows drag-and-drop management through different stages. Ideal for moving tickets, tracking issues, and managing sales opportunities.

  • When exporting a view as CSV, you can now choose to export either all columns of the record or only the columns currently displayed in your view.

  • In list views, when grouping issues or tickets, you can now sort group labels by their default order or by count. This prevents layout jumps due to changing group counts and makes it easier to process work items within each group.

  • You can now edit both rich text and plain text fields directly from list views, enabling quicker updates with a single click, without opening each record.

document icon For more information about Vista, refer to the following article: Updates | AgentOS platform