Product Release Notes Q1 2023

In Q1, Y Meadows focused on adding features and enhancements for users while maintaining overall product consistency.

New Features Added to the application in Q1:

• FE: Download for Trips report can happen before data loads

• Updated ms365 retriever to work with immutable IDs

• Add features to Slack integrations

• Built new Gmail Retriever to allow for stricter auth scopes

• Modified the generic webhook to allow for optional time/date inputs

• Add tooling to the In app Model training for expanded data set information

• Add capability to identify out parent intents

Steps:

In Q1, Y Meadows developed a large number of custom steps for implementations, as well as additional steps to round out integrations with systems like Slack, Freshdesk, Zendesk, O365 and Hubspot. Some examples are:

• New Step: Help Scout - Change ticket status

• New Step Factory: Help Scout Add Note to Conversation

• New Factory: Salesforce - Get Posts From Case

• Salesforce - Lookup Send-To Address From Case

• Step Factory: Zendesk - Get User Detail Fields

• New Factory: Snowflake - Query Database

• New Step Factory: O365 - Get oldest ancestor of message

• Step Factory Error: Hubspot steps that lookup by email address or phone number

• New Factory: YM - Tools Extract Text from PDF

• New Factory: Slack - Get Message

• New Factory: Slack - Get Messages from Channel

• New Factory: Slack - Get User

Stability / Bug Fixes:

• Updated user management system

• Stability fixes for pushtopics in Salesforce

• Updated Step Services template to Python 3.11

• Web app login fix to work with disabled local storage

• Fix Freshdesk message retriever error