2026-03-18 – 2026-03-24

🚀 New Features

Advanced Agentic Orchestration (Closed Beta) - a major upgrade to how agents handle complex, multi-step tasks. Available on request for selected customers.
- Agent can break down complex requests into steps, plan an approach, execute actions, and deliver a final answer - all in one conversation.
- New File Manager panel lets users upload files and view AI-generated documents directly in the chat.
- Cross-session memory - agent retains context from previous conversations, so users don't need to repeat themselves.
- Real-time streaming responses during multi-step tasks, with live progress updates as the agent works through each step.
Context-Rich Starter Questions Management - builders can now manually manage the context-rich starter questions generated by Webpage Awareness:
- For every page saved by Webpage Awareness, builders can edit both the display message (what visitors see) and the agent message (what gets sent to the agent when clicked).
- Manually edited questions are not removed after 30 days, unlike auto-generated ones.
- URLs in the management modal are now cleaned up (no protocol/www prefix) and truncated for readability.
- Available at Settings > Starter Questions > Manage (per saved webpage).
CLI Authentication - the CustomGPT CLI tool can now authenticate via a browser-based OAuth flow. Running the CLI opens a browser window for authorization, and a token is automatically issued back.

🛠 Improvements

PDF Viewer & Citations overhaul - a major update across citations and PDF viewing:
- PDF Viewer is now available on all deployments: Share Link, Live Chat, Embed, and Website Copilot. Previously limited to Instant Viewer deployment only. Configure at Personalize > Citations. Enterprise-only.
- Citations page restructured with a new master Enable Citations toggle and clear settings hierarchy - sub-settings only appear when their parent is enabled.
- OpenGraph citations redesigned - raw URL overlays replaced with structured, fully-clickable resource cards showing document title, source domain, and favicon.
- PDF Viewer styling improved - updated navigation, layout, and mobile responsiveness.
- WCAG accessibility compliance improved for classic citations.
- Instant Viewer deployment remains as a legacy option but is strongly discouraged. Existing agents with Instant Viewer configured have their settings transferred automatically.
Product Lookup role is now available on Standard plans. Previously required a Premium subscription.
Two-factor authentication UX upgrade - the TOTP verification page now uses a modern 6-field OTP input with automatic submission when the code is fully entered or pasted. Recovery code login remains fully supported.
SSO logout improvements - SSO-authenticated users can now properly log out, including guests from embedded agents. Fixed redirect URLs, tenant identification, and handling for cases where no logout URL is configured.
"Keep PDFs for viewing" now enabled on existing SharePoint and OneDrive sources. The setting was previously only available for newly connected sources.
SharePoint and OneDrive folder names now sync automatically when renamed in the source.
On mobile, the browser status bar now matches the chat header color when the chatbot is opened in fullscreen mode.

🐞 Bug Fixes

Fixed an issue where the in-app support copilot was not appearing on the dashboard.
Fixed the custom "I don't know" message configuration being hidden after the citations page update. The input field is now restored in Chatbot Settings.
Fixed source label filtering not being applied correctly, which could cause over-permissive access or incorrect "sorry" responses for agents using source labels (closed beta).
Fixed an issue where tasks were not displayed when previewing a shared conversation link.
Fixed a SharePoint picker UI glitch where folder contents would disappear when navigating back into a folder.
Fixed an issue where image/vision analysis was returning empty responses approximately 80% of the time.