Changelog
Follow up on the latest improvements and updates.
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We’re excited to announce an update that makes it easier than ever for Field Agents to work with both static and dynamic file attachments in their requests. This improvement gives you more flexibility when using documents and images with AI Field Agents, helping you provide richer context and get more useful results.
Key Highlights
- Static and Dynamic Attachments: Field Agents now support both files added directly in Field Settings and files pulled dynamically from Files and Images fields.
- More Flexible Inputs: You can use PDFs, CSVs, Excel files, and images to give your agent the context it needs.
- Support for Multiple Files: Add one or several files to an AI Field Agent, making it easier to work with more complete supporting materials.
- Smarter Model Experience: File attachments are only available when the selected model supports files and images, so the experience stays clear and relevant.
- Better Validation for Static Files: The system checks file size limits for static uploads and alerts you if attached files exceed the allowed total.
- Combined Attachments: You can use both static and dynamic attachments together in the same agent run for greater flexibility.
How It Works
- Open the AI Field Agent settings and attach one or more static files if you want the same files included every time the agent runs.
- Add Files and Images fields as pills in your prompt if you want files to be pulled dynamically from a record during each run.
- Choose a model that supports files and images to enable file attachment options.
- Make sure each uploaded file is under 50 MB and that the total attached content in a single request does not exceed 50 MB.
- Run the agent and your attached files will be included automatically, giving the model additional context for the task.
We've rolled out a new enhancement in SmartSuite to bring real-time visibility to your Lookup fields when editing records. Now, you can immediately preview how changes to your linked records will affect calculated values - no need to wait for a record to be saved. This update is designed to streamline your workflow and reduce unnecessary saves while keeping your data accurate and secure.
Key Highlights
- Real-Time Preview: See updated Lookup field values as you select, modify, or remove linked records.
- No Unwanted Saves: The preview mechanism is read-only and doesn’t persist data or trigger background processes.
- Smart Field Dependencies: A dedicated dependency store tracks which Lookup fields relate to your changes, ensuring only relevant fields are recalculated.
- Consistent with Save Behavior: The preview mimics what will be calculated on save, so you always get an accurate view.
How It Works
- As you adjust linked records during editing, our system quickly identifies which Lookup fields depend on your changes.
- SmartSuite computes the preview value without writing to the record or triggering additional processes.
- When you save your record, the preview value becomes the official stored value, keeping your workflow smooth and intuitive.
This enhancement is now available for all users. Enjoy a faster, more informed editing experience with SmartSuite!
new
All Plans
SmartSuite AI: Field Agents
We’re excited to announce the general availability of
AI Field Agents
. AI Field Agents bring intelligence directly into your workflows by embedding AI-powered assistants into individual fields, so SmartSuite can analyze record context, generate structured results automatically, and help teams move faster on repeatable work. They can run manually when needed or automatically when relevant field values change, with results saved directly in the field and tracked in activity history.Key Highlights
- Bring AI directly into the flow of work by embedding intelligent assistants into supported fields.
- Automate repeatable tasks such as summaries, classifications, recommendations, and other structured outputs based on record data.
- Configure agents to run automatically when trigger fields change, or launch them manually when you want more control.
- Extend AI results with optional Internet Search, giving teams access to broader context beyond the record when enabled.
- Get started quickly with included free AI requests, then continue usage with your own API key as needs grow.
- Maintain visibility and trust with AI-generated values stored in the field, logged in activity history, and supported by SmartSuite’s audit trail.
How It Works
- Enable AI Field Agents for your workspace.Workspace admins can turn on AI Field Agents, optionally add an API key for expanded usage, enable Internet Search, and view remaining free AI requests.
- Configure the agent on a supported field.OpenField Settings, select theAI Field Agenttab, and turn onEnable AI Field Agentfor a SmartDoc, Text Area, or Single Select field.
- Build the prompt.Combine static instructions with values from other fields so the AI can use live record context to generate useful, structured outcomes. Prompts must include at least one field variable.
- Choose how it runs.Set the agent to run automatically when referenced field values change, or let users run it manually from Grid view, the Record page, or a Record Details widget.
- Review the result in context.The AI-generated output is written directly to the field, labeled as AI-generated, and recorded in the activity trail for traceability and governance.
We've expanded our Twilio messaging capabilities with a new Voice option, alongside our existing SMS action, giving you more options when configuring outbound notifications. With this update, you can now send voice messages using Twilio and choose both a Language and a Voice for each message, ensuring your calls are delivered in the right tone and language every time.
Key Highlights
- New Voice Capability: Twilio Voice Messaging is now available as a new capability in addition to SMS, giving you more ways to communicate through automation.
- Language Selection: A new dropdown lets you select a language, defaulting to "English (US)" for every new configuration.
- Voice Options: Once you choose a language, the Voice dropdown refreshes to show the compatible options. The list includes a default selection, either the recognized default or the first available voice option.
- User-Friendly Interface: The UI automatically updates the Voice options when you change the selected language, so the choices always match your current selection.
How It Works
- When configuring a Twilio: Send Voice Messageaction, you'll see a Language dropdown with "English (US)" applied by default.
- Changing the language prompts an automatic update of the Voice dropdown, ensuring you have the right voice options for that language.
- If a previously chosen voice isn’t available after switching languages, the system resets it to a default option, so your configuration never has invalid settings.
- All your selections are saved and reloaded automatically each time you access the action configuration.
This update is now available to enhance your messaging experience across both SMS and voice. Enjoy a smoother, more tailored setup that helps ensure your messages are delivered the way you intend.
improved
All Plans
AI Assist: Support for GPT 5.1, Claude Sonnet 4.5, and Gemini 3 Pro
We’re excited to announce enhancements for AI Assist that bring new capabilities to your workflow. Building on your feedback and our commitment to delivering smart, efficient solutions, we’ve added support for advanced AI models to drive more accurate and dynamic responses.
Key Highlights
- Expanded Model Options: Now choose from GPT 5.1, Claude Sonnet 4.5, and Gemini 3 Pro directly within the AI Assist action.
- Intelligent Request Routing: Each selected model routes your requests with precision, ensuring the right processing for your needs.
- Enhanced File Compatibility Checks: For models that support them, SmartSuite will verify that images and PDFs are handled correctly.
How It Works
- Simply access the AI Assist dropdown and pick your preferred AI model from an updated list.
- Once selected, SmartSuite directs your request to the correct backend model, with built-in checks to confirm support for images and PDFs when applicable.
- Enjoy an enhanced AI experience as the system validates and returns responses generated with the advanced capabilities of GPT 5.1, Claude Sonnet 4.5, and Gemini 3 Pro.
This update applies across all plans, making it easier than ever to harness the power of our latest AI technology for your everyday tasks. Enjoy a smarter, more efficient AI Assist in SmartSuite!
improved
All Plans
Formulas: Date Formatting
We've introduced a new update that gives you more control over how formula field date outputs are displayed. Now, when your formula produces a date value, you can apply formatting options to make sure the result appears exactly the way you want.
Key Highlights
- A new Formatting tab has been added to the advanced editor in formula fields.
- Date formatting is now available for formula fields that return a date value.
- You can choose how date results are displayed, helping create a more polished and consistent experience across your solution.
- Formatting is optional, and the default setting keeps the formula result displayed as-is.
- Your formatting settings are preserved even if the formula changes temporarily while you are editing it.
How It Works
- Open a formula field and go to the Formatting tab in the advanced editor.
- If the formula returns a date value, date formatting options will appear automatically.
- If the formula is incomplete or SmartSuite cannot yet determine the result type, you will see a message prompting you to finish configuring the formula first.
- Once the formula returns a valid date result, you can apply date formatting to control how the output is displayed.
- These formatting settings are preserved as you continue editing, so you do not need to reconfigure them if the formula temporarily becomes invalid or changes before returning to a date result.
This update makes it easier to present formula-based dates clearly and consistently throughout your workspace. Enjoy a cleaner and more customizable formula field experience!
We've upgraded our Banner Widgets to include dynamic value support, making your dashboard text more flexible and data-driven. This update lets you use placeholders in your widget texts so that they update automatically with the right data.
Key Highlights
- Dynamic Placeholders: Easily incorporate dynamic values into the text for Heading, Simple Banner, and Hero widgets using the familiar {{value}}format.
- Consistency Across Widgets: The same list of supported dynamic values is used for all widgets, ensuring uniform behavior and display.
- API Enhancement: The backend now accepts and stores strings with dynamic placeholders, ready to be injected with actual data when needed.
- Visual Design Alignment: The update is designed to match the approved Figma specifications, ensuring that the final output looks clean and professional.
How It Works
- When you set up your widget text, simply add dynamic placeholders (displayed as {{value}}) where you want real-time data to appear.
- The API handles these strings by storing and later retrieving them as-is, allowing the frontend to replace the placeholders with actual dynamic data.
- Each widget (Heading, Simple Banner, and Hero) leverages the same component for dynamic values, ensuring a consistent configuration and user experience.
- This implementation is rooted in the established design and requirements, so dynamic values appear correctly in your dashboards just as intended.
We hope this enhancement makes managing your dashboard content easier and more effective. Enjoy the smarter way to display your data!
new
improved
All Plans
Introducing Timeline View Widget
We’re excited to introduce a series of updates designed to make your timeline experience smoother and more intuitive. These changes build on our continuous commitment to improve how you share, view, and interact with timeline data both in the main view and in the widget.
Key Highlights
- Timeline view now available as a widget in dashboards.
- Sharing Support: The Timeline view now supports sharing, allowing for easier collaboration.
- Robust Widget Updates: Backend and frontend improvements ensure the Timeline widget performs consistently and reliably.
- Consistent Record Listing: The record list aligns perfectly with Timeline filters, grouping, and sorting settings for a seamless experience.
- Enhanced UI Interactions: Updated behaviors such as record selection, spotlighting, and search ensure that every interaction is intuitive and responsive.
- Refined Navigation & Layout: Navigation arrows have been repositioned alongside date labels, and the record listing button has been repositioned and resized for improved responsiveness.
- Adaptive Controls: On smaller widget widths, the scale control transforms from multiple buttons into a convenient dropdown menu.
- Visual Polish: The “Group by” section now features an extended grey area that flows continuously with the record list, matching the latest design mockups.
How It Works
- Administrators can adjust Timeline settings to toggle features like sharing support and responsive layout options.
- The Timeline view and widget synchronize filtering, grouping, and sorting so that any changes reflect instantly across both interfaces.
- Interacting with records—whether through clicking, searching, or using the newly updated navigation—is now more streamlined and visually consistent.
improved
All Plans
Dashboards: Deep links for tabs
Introducing Dashboards: Deep links for tabs – a new feature designed to help you navigate your dashboards more efficiently. Now you can share or bookmark direct links that take you straight to the desired dashboard tab.
Key Highlights
- Direct Linking: Jump directly to a specific dashboard tab using URLs.
- URL Tracking: The browser’s URL updates whenever you switch tabs.
- Seamless Navigation: Enter a deep link in a new session and the dashboard opens with the designated tab.
- Reliable Routing: Tab renaming won’t disrupt existing deep links, ensuring your links remain valid.
- Sharing Made Easy: Copy and share deep links across your team or other SmartSuite features.
How It Works
- When you switch between dashboard tabs, the URL in your browser updates to reflect the active tab.
- Our ID-based routing ensures that even if a dashboard tab’s name changes, any previously generated deep link will still work.
- Simply paste a deep link into your browser, and the dashboard will open with the specified tab active.
You can now enjoy a smoother, more customizable navigation experience across your dashboards.
We’re excited to roll out a new Scripting capability:
Subscribe to Filter Widget state changes
. Previously, Script widgets had no way to access or stay in sync with the state of other dashboard widgets. This update removes that limitation, allowing script widgets running in sandboxed iframes to automatically receive filter state and respond to changes in real time. The result is dashboards that behave more like interactive applications rather than static reports.Key Highlights
- Real-Time State Awareness: Script widgets can now receive events when a subscribed Filter widget changes. Previously, filter values were not accessible to scripts.
- Initial State Access on Load: Each Script widget now receives the current filter state when it initializes, ensuring it starts with the correct context.
- Targeted Subscriptions: Subscribe to specific Filter widgets so only relevant filter changes trigger your scripts.
- Enhanced Dashboard Interaction: Build responsive, interconnected dashboards where widgets react dynamically to shared state.
- Built for the Future: The underlying design supports future expansion to additional dashboard events, such as grid selection or record focus changes.
How It Works
- Script widgets subscribe to one or more Filter widgets using a secure subscription API that delivers both the current filter state and subsequent updates directly to the script.
- When a Filter widget changes, the subscribed script receives an event with the latest selection data and can respond automatically.
- The subscription model ensures scripts stay synchronized with filter state throughout the dashboard session.
- Multiple Script widgets can subscribe independently, with subscriptions scoped to the active dashboard session to prevent cross-interference.
This update removes a long-standing limitation around cross-widget awareness and enables true event-driven scripting on dashboards—unlocking more dynamic, context-aware SmartSuite experiences.
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