6 posts tagged with "Ingestion"

Our April 2026 release brings important security updates, usability improvements, and new features across Cases, Task App, Parts, and more — helping enhance reliability, flexibility, and overall user experience.

Here’s what’s new:

Added

• Cases

  • Agents can now reply to cases with file attachments, making communication more effective and complete.
  • Integrated SAML with Amazon Connect for improved and seamless authentication.

• Parts

  • Introduced a PNG viewer in the Asset Parts tab, allowing users to easily view and extract information from images.

• Role

  • Added role-based visibility controls for Manuals, Timeline, Task Apps, and Search to improve access management.

• Task App

  • Added support to generate PDFs even when no predefined template is available.
  • Tasks can now be repeated, improving efficiency for recurring workflows.
  • Introduced custom permissions for task apps, allowing controlled access to templates and tasks.

• Profile

  • Users can now choose their preferred date and time format directly from their profile settings.

Updated

• Security

  • Addressed security alerts to ensure a safer and more secure platform experience.

• Login

  • Users can now log in using email addresses regardless of uppercase or lowercase formatting.

• API

  • Improved backend performance and stability through updates and cleanup.

Fixed

• Task App

  • Improved task experience by fixing issues with signatures, file uploads, media display, and overall layout for a smoother and more reliable workflow.

• Ingestion

  • Fixed issues with special character handling (e.g., Danish characters).
  • Improved validation for date formats in asset ingestion via CSV uploads.

• Email

  • Resolved an issue where emails were not being sent correctly from configured accounts.

That’s a wrap for this release — thank you for your continued support and feedback!

Our March 2026 release includes multiple fixes, enhancements, and UI improvements across Ingestion, DocGpt, Task App, Organization, Cases, and more — helping improve usability, accuracy, and overall performance.

Here’s what’s new:

Added

• Outcome

  • Introduced the ability to create opportunities within the Outcome app.

• Task App

  • Task assignments are now easier to understand with clearer labels and visibility of assigned systems.

• Cases

  • Case management is enhanced with better access to queues and user assignments.

Updated

• Organization

  • Managing organization structure is now simpler with an improved hierarchy view and smoother navigation.

• Quotes

  • Improved quote update handling and related UI enhancements.

• System

  • System data is now more accurate with added validation during data ingestion.

Fixed

• Ingestion

  • Uploading data is now more reliable with improved validation, reducing errors during bulk and CSV uploads.

• DocGpt

  • Document insights are now clearer with improved highlighting, accurate citations, and smoother extraction experience.

• Part

  • Finding and linking parts is now more intuitive with improved highlighting and linking.

That’s a wrap for this release — thank you for your continued support and feedback!

Our February 2026 release introduces the new DocGpt AI-powered checklist extraction, expands self-ingestion support for Parts, Assets, Systems, and Products, and resolves organization search issues to improve accuracy and overall user experience across the platform.

Here’s what’s new:

Added

• DocGpt

  • Introduced the new DocGpt application to extract checklists from your asset documents using AI.
  • Improved performance with faster and more efficient results.
  • Enhanced how reviewed document data is stored and accessed for better reliability.
  • You can now preview citation details on demand for better context and traceability.

• Organization

  • You can now view and manage organizations in a hierarchical structure, making it easier to understand relationships between entities.
  • Improved organization search and autocomplete filtering for more accurate results.

• Asset-Ingestion

  • You can now duplicate existing systems and models to save time during setup.
  • Added support for URN and translate type during system creation and updates for improved integration flexibility.

• Documentation

  • Added detailed documentation to help you understand and implement organization hierarchy effectively.

• Cases

  • You can now see dynamic field options when creating a case, ensuring the available selections are always accurate and up to date.

• Self-Ingestion Enhancements

  • Enhanced self-ingestion capabilities for Parts, Assets, Systems, and Products to support large volumes of data ingestion.

Updated

• Task App

  • The Show Details page now displays the correct labels for improved clarity.

• Asset

  • The Asset Details page has been optimized for a better mobile viewing experience.

Fixed

• Organization

  • Fixed an issue where users were unable to search organizations by Name or OrgID across the System, Assets, Organization, and Contract applications.

• Assets

  • Resolved issues in the Alert and Sensor tabs to ensure accurate data display and improved stability.

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

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.