Our January 2026 release delivers smoother request handling, stronger self-ingestion and AI workflows, improved system reliability, and important security updates — all designed to enhance performance, stability, and ease of use across the platform.

Here’s what’s new:

Added

• Requests Management:

  • Improved the Requests page to make it faster and easier to navigate when working with large numbers of requests.

• Cases App:

  • Introduced the new Cases application to help you easily track, manage, and organize cases in one place.

• Self-Ingestion Enhancements:

  • Enhanced self-ingestion with support for Quote Create and Update templates, making quote processing more consistent and automated.

Fixed

• TwinGPT- Document Processing

  • Fixed an issue that could prevent documents from being processed by TwinGPT, ensuring more reliable document handling.

• Parts & Assets

  • Fixed an issue where navigating from an asset to its related part didn’t work correctly, ensuring you’re now taken to the right part details every time.

Security

• Applied platform-wide security updates to ensure safer and more reliable operations.

That’s a wrap for this month — as always, thank you for your continued support and feedback!

Our early-December 2025 release brings improved visibility into ingestion workflows, smarter task handling, better document and quote management, and important security updates — all aimed at enhancing reliability and usability across the platform.

Here’s what’s new:

Added

• Checklists & Forms

  • Introduced task repeatability for form fields, making recurring data entry smoother and more structured.

• Ingestion

  • Added success and failure counts across all ingestion workflows for improved visibility into processing results.

• Quotes & Contacts

  • When creating a quote or contact, the options shown in the organization and contact dropdowns now respect your access permissions:
    • Users with organization read access will see all organizations.
    • Users without organization read access will see their own organization only.
    • Contacts shown depend on whether you have access to the Contacts app and its data, showing only relevant contacts under your organization if access is limited.

Fixed

• PDF Viewer

  • Fixed an issue where child manuals in dynamic manuals lost PDF outlines and annotations, so all document structure and notes are now preserved.

• Manuals

  • Resolved an error preventing users from uploading new document versions.

Security

• Applied platform-wide security updates to ensure safer and more reliable operations.

That’s all for the early December release — bringing clearer ingestion insights, smarter task workflows, improved document and quote management, and stronger security across the platform.

Our early-November 2025 release makes TwinGPT smarter, enhances quote workflows, improves task management, focuses on smarter monitoring, smoother ingestion experiences, improved automation in task management, and introduces new self-serve ingestion and search capabilities.

Here’s what’s new:

Added

• Ingestion

  • Introduced Self-Serve Ingestion, empowering users to upload and manage their own data ingestion workflows.
  • Added visibility into failed records within the Requests table for easier troubleshooting.
  • Display selected ingestion type details and enable template downloads for quick setup.
  • Users can download ingestion logs directly for better troubleshooting and audit visibility.

• Parts

  • Added a completion notification when parts ingestion finishes successfully.

• Tasks

  • Automatically generate unique task labels during enrollment for better organization and tracking.

• Quotes

  • Introduced a timeline view showing webhook and external event activity.
  • Added child part nesting support for a clearer, structured quote items list in quote workflows and all related emails.

• Search

  • Enhanced global search with support for contacts, dealers, and stores, now searchable directly within relevant apps and quote creation flows.

• Issues Monitoring

  • Handling the issues before you even notice them, ensuring a smoother and more reliable experience.

• Tasks

  • Added support to send reminder emails 7 days before a task’s expiration, keeping users informed and proactive.

Fixed

• Outcomes

  • Fixed an issue where the user list failed to load for non-admin users, improving accessibility and stability.

• Parts

  • Fixed an issue with hierarchy expansion when interacting with parts in the 3D viewer.

• Performance & Stability

  • Improved reliability and performance across ingestion, search, and quoting workflows.

Changed

• TwinGPT

  • Added manuals ingestion progress tracking for greater transparency during uploads.

• Quotes

  • Added part images to the quote details page for richer visual context.
  • Improved email templates to support child part nesting in quotes.

• Tasks

  • Refined the UI to support the new assignment and allocation flow, improving task ownership and clarity.

• Account (UI)

  • Added a task reminder email template within account settings, supporting easy customization of reminder messages.

That’s all for the early November release — delivering improved visibility, greater intelligence, enhanced automation, and a more self-service, user-friendly experience across ingestion, authentication, TwinGPT, quotes, tasks, and core workflows throughout the platform.

Our October 2025 releases bring multiple waves of improvements — from enhanced APIs and task automation to smarter ingestion, quoting, and search capabilities. Together, they make TwinGPT and related workflows more intuitive, reliable, and self-serve ready.

Here’s what’s new across both October updates:

Added

• Ingestion API

  • Merged SDK code with the API repository into a unified ingestion-api module.

• Assets

  • Navigate directly to the configured default tab when selecting an asset from search results.

• Tasks

  • Added progress tiles across all task template details pages for better visibility and tracking.
  • Automatically generate unique task labels during enrollment for improved organization.

• Quotes

  • Introduced the ability to view Order Confirmation PDFs and Purchase Order PDFs directly within the quotes workflow.
  • Introduced a timeline view showing webhook and external event activity.
  • Added child part nesting support for a clearer, structured quote items list in quotes and related emails.

• Access

  • Introduced Self-Serve Ingestion, empowering users to upload and manage their own ingestion workflows.
  • Added visibility into failed records within the Requests table for easier troubleshooting.
  • Display selected ingestion type details and enable template downloads for quick setup.

• Parts

  • Added a completion notification when parts ingestion finishes successfully.

• Search

  • Enhanced global search with support for contacts, dealers, and stores, making them searchable directly within relevant apps and quote creation flows.

Changed

• Container API

  • Added user’s last visited information in the AuthenticatedUserData API response.

• Users

  • Displayed the last visited time in the Users table for better visibility into engagement.

• Outcomes API

  • Updated permissions to allow admins to view all outcome reports.

• TwinGPT

  • Added manuals ingestion progress tracking for greater transparency during uploads.

• Quotes

  • Added part images to the quote details page for richer visual context.
  • Improved email templates to support child part nesting in quotes.

• Tasks

  • Refined the UI to support the new assignment and allocation flow, improving ownership and clarity.

Fixed

• Alerts API

  • Fixed an issue where alerts were not being generated correctly.

• Sensors

  • Optimized the Asset Sensors page for improved performance.

• Manuals

  • Fixed multiple UI and data issues:
    • Filters being removed when changing the number of pages.
    • Document creation failure when tag filters were applied.
    • Incorrect metadata auto-selection in Dynamic Manuals.

• Users

  • Fixed tracking of user activity on the website.

• Outcomes

  • Fixed failure on the outcomes edit page.
  • Fixed hierarchy expansion issues in Parts when interacting with the 3D viewer.

• Performance & Stability

  • Improved reliability and performance across ingestion, search, and quoting workflows.

That’s all for October — a month dedicated to performance, visibility, and automation, making TwinGPT and core platform workflows more intelligent and self-service ready!

Our September 2025 release delivers important updates across UI, APIs, and databases — including new indexing for directories, large parts upload workflows, enhanced permissions, and refinements to quotes and assets. Here’s what’s new:

Added

• User Access:

  • Launched User Impersonation, Admins can now step into a user’s shoes to quickly diagnose and resolve account issues.

• Manuals Enhancements:

  • Rolled out Dynamic Manuals. Effortlessly select multiple PDFs, merge them on the fly, and view as one seamless document.
  • Dynamic Manuals now get smarter. Chapters auto-selected with AI for a tailored reading experience.
  • Enabled dark theme for upload dialog

• Directory Enhancements:

  • Improve response of directory APIs.

• Assets:

  • System page optimized by removing recursive calls to directory apis.
  • New feature to upload asset parts via UI.
  • Added support to upload large number of asset parts.
  • Introduced Parts BOM Versioning. Upload new templates to create updated parts, or roll back by selecting previous versions with ease.
  • Now create organizations right from the Asset creation page.
  • Smart Owner Intelligence, discover nearby potential owners and link them to your asset instantly!

• Maintenance:

  • Link timeline with maintenance. Navigate to maintenance details from asset timeline.
  • Updated user experience of maintenance details popup

• Storefront:

  • Introduced a new Storefront app — seamlessly connect your Shopify store and order directly from our platform..
  • Enhanced shopping experience with built-in Add to Cart and Checkout features.

Changed

• Quotes:

  • Updated permissions to access outcomes reports.
  • Powered up quotes with AI. Instantly read and extract data from quote PDFs.

• Custom Permissions:

  • Introduced granular feature controls — admins can now fine-tune access to individual features with precision.

• Tasks:

  • Redesigned Signature Experience — smoother, faster, and more intuitive than ever.

• OpenSearch Enhancements:

  • Fixed manuals search feature.
  • Extended text analyzer to also split on underscores _, applied to all text and search-as-you-type fields with per-field overrides.

That’s it for September — a month focused on scalability, permissions, and consistency across quotes, assets, and APIs!

Our July 2025 release brings powerful enhancements for managing quotes, orders, and parts — plus improvements to email automation, document handling, and e-commerce integration. Here’s what’s new:

Added

• Quote Email Automation:

  • Get automatic quote follow-up and expired quote emails every 7 or 14 days, based on account configuration.
  • Accounts can now control whether these emails are sent and choose the frequency.

• Quote Management:

  • Edit quote details (parts only) directly from the UI.
  • AI based quote data extraction.
  • Ability to update quote parts and automatic mail configuration.
  • Added and updated templates for Quote Expired, Order Placed, and Order Confirmed.

• Order Management:

  • Dedicated UI tab for orders converted from quotes with statuses Order Placed and Order Confirmed.

• Parts & Assets:

  • Added search functionality to the Select RFQ field in the Add to RFQ dialog.
  • New tab in the quote page for Quote Edit and Add Part dialog.

• Documents Management:

  • Edit and delete documents in Systems and Assets tabs.
  • Restore and permanently delete documents in Manuals tab.
  • Updated upload document experience.

• Parts API Enhancements:

  • Bulk update capability for parts based on partNumber.
  • Create Orphan Parts API and corresponding UI support.

Changed

• Parts UI Improvements:

  • Removed part instance–specific fields from Edit Part Number dialog.
  • Updated headings and captions in Create/Edit Part dialogs.

• Assets UI Enhancements:

  • Parts tab list now uses a dedicated Part Details dialog for images/info instead of hover image.
  • Add to Cart icon now opens a Product Details dialog instead of redirecting to product page.

Fixed

• Search:

  • Improved part search relevance — part number matches now prioritized appropriately.
  • Fixed pagination issues in part search results with a custom footer for unique results.

• Cart & Quote Cart:

  • Updating/removing items now only disables buttons instead of showing a loading skeleton.
  • Item order preserved after adding new items.

• Parts & Assets:

  • Fixed PartInstances API response format to return flattened properties.
  • Fixed navigation in Edit Asset flow to return to Asset Details instead of Asset List.
  • Fixed crashes and layout issues in Create/Edit Part dialogs across devices.

That’s it for July — these updates streamline workflows, improve data accuracy, and add more control over communication with customers!

Our June 2025 release brings a brand-new app to manage contacts, smoother search functionality, and important improvements behind the scenes. Here's what’s new:

Added

• Introducing the Contact App:

  • A new Contact app is now available to help you manage people-related information more effectively.
  • You can now track contacts with fields like organization, department, job title, alternate email, and notes — giving you richer context and better record-keeping.

• Smarter Search URLs:

  • Searching just got more powerful! You can now share or bookmark search results using a cleaner and structured URL format:

    /app/search/<app_name>/<search_query>?filter1=value1&filter2=value2
    

  • This makes it easier to revisit specific search results or send them to teammates.

Fixed

• Notifications:

  • Fixed a bug where notifications weren’t disappearing even after clicking mark as read — they now clear as expected.

That’s a wrap for this month — as always, thank you for your continued support and feedback!

Welcome to the May 2025 release! This update introduces practical improvements across access management, asset organization, and system configuration — all designed to make your workflows faster and easier.

Added

• Restore Disabled Users:

  • Accidentally disabled a user? No worries — you can now easily restore disabled users directly from the Access app.

• Move Parts Between Assets:

  • We've made it possible to move parts from one asset to another, giving you more control over how parts are organized and managed.

• Smarter Dropdowns for Systems & Assets:

  • To help you identify the right entries faster, all system dropdowns now display system IDs, and asset dropdowns show serial numbers alongside names.

• Better System Setup with Stepper UI:

  • While creating or editing a system, you’ll now see a new stepper interface that makes it easier to map properties to system assets — step by step.

These small but impactful upgrades aim to reduce friction and give you more flexibility when managing users, assets, and systems.

We’re excited to bring you the April 2025 release! This update introduces our brand-new Quotes app, smarter email communications, and helpful fixes to streamline your everyday workflows. Let’s take a look:

Added

• Introducing the Quotes App:

  • You can now manage quotations directly within the platform through our new Quotes app.
  • Easily draft, submit, and follow up on quotes — all from one place.
  • The system supports multiple quotes per account (if enabled, contact support for more on this feature), offering more flexibility for your teams.

• Quote Automation:

  • We have added automation to send follow-up emails when needed, improving communication and keeping things moving.

Fixed

• Access App:

  • Fixed an issue where previously selected items kept showing up in the transfer list, even after deselection.

• Task Management:

  • Resolved a bug that was preventing tasks from being assigned to all users.

• Organization Management:

  • Fixed an issue where some users were unable to delete an organization.

This release sets the stage for smoother quote handling and removes common workflow blockers — thanks for growing with us!

We’re excited to bring you the March 2025 updates, packed with powerful new features that make managing organizations easier and searching through documents more efficient. Here's what’s new:

Added

• Manage Organizations with Ease:

  • You can now manage entire organizations directly within the Access app!
  • View a list of organizations and see all the details in one place.
  • Create or update organizations, and assign users, admins, assets, systems, and roles — all from a single screen.
  • Organization admins can manage their team: add users, assign roles, and view the organizational structure.

• Smarter Connections Between Organizations and Assets/Systems:

  • When adding or editing an asset or system, you can now link it directly to an organization.
  • Don’t worry — any existing “owner” data will continue to work smoothly with this new setup.

• Search Inside PDFs Instantly:

  • You can now search inside PDF documents directly using our new built-in PDF viewer!
  • Whether you're reviewing a report or a technical document, finding specific text is now quick and easy — just type and search.

We hope these updates help you work more efficiently across your teams and documents. As always, thank you for being part of the journey!