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July 18 – Release Notes

Explore this week's updates and improvements to Kognitos.

✨ New Features

Here's what's new this week:

Welcome to Your New Default: The Guidance Center

The Guidance Center is now the default interface for exception handling. It replaces the former Exception Center with a streamlined interface that offers enhanced workflows, natural language resolution, grouped exception handling, and more.

⬇️ Check out a quick walkthrough below, or learn more here.

We recommend using the Guidance Center for a new and improved exception handling experience.

Prefer the old Exception Center? Disable Guidance Center in Preferences.

New LLM Model: GPT-4o Search Preview

The platform now supports GPT-4o Search Preview in LLM automation procedures. This OpenAI model is designed for web search and can access current information from the web. Users can specify the OpenAI model as gpt-4o-search-preview within procedures like ask koncierge and extract data to access the model's capabilities.

Examples

ask koncierge
    the question is "In 2024 Paris Olympics, who won gold in the women's 800m freestyle"
    the openai model is "gpt-4o-search-preview"
extract data from the text
    the openai model is "gpt-4o-search-preview"
    the first field is "invoice numbers"
    the first field's format is "number"

GPT-4o Search Preview cannot process images or documents at this time. It currently supports text input only.

Support for Password-Protected PDFs

You can now unlock and process password-protected PDF files in your automations. We've added a new automation procedure that allows you to unlock a PDF file. Here's an example, where the file is a password-protected PDF and the password is the PDF's password:

unlock the file
    the password is "abcd1234"
the file is the above

⚡ Enhancements

We’ve made the following enhancements to improve functionality, security, and user workflows:

  • Updated Terminology: The Email Trigger Configuration dialog now uses clearer, more consistent terms. Outdated terms like Department have been replaced with Agent.

  • Improved Inline Results: Long text results are now truncated with an ellipsis (…) instead of being hidden, improving the visibility of inline results.

  • Connection Timestamps: The system now tracks when a connection was last updated. This will be used to display when a connection was last modified, providing users with more visibility into the status of their connections.

🐛 Bug Fixes

We’ve resolved the following issues:

  • Table Access: Resolved an issue that prevented some tables from being viewed or downloaded.

  • Excel Sheets: Resolved an issue where processing an Excel file with only one worksheet would cause an error. The system will now correctly auto-select the single sheet and will only prompt for a selection when an Excel file contains multiple worksheets.

  • Column Name Handling: Resolved an issue where AI-generated queries would fail when interacting with table columns containing spaces in their names (e.g., "Paying Entity").

  • Bulk Database Inserts: Resolved an issue that caused bulk database inserts to fail.

  • Timestamp Accuracy: Resolved an issue where the "Last Updated" timestamp for draft processes on the process list page was incorrect. Timestamps now accurately reflects the most recent modifications.

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