Changelog

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November 12, 2024
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Introducing Custom Views

Custom Task Views

We introduced a new feature to customize agent task views, enabling better review and monitoring of agent activities.

Key Features

  • Customizable Task Views: Create tailored views to focus on specific aspects of an Agentic workflow.
  • View Filter Settings:
    • Access via setting icon in task view
    • Ability to create multiple custom views
    • Filter by tools and triggers
    • Name and save custom views

Benefits

  • Reduces noise in task review process
  • Improves client review experience
  • Creates customizable command center UI
  • Simplifies approval and escalation processes

Example Use Cases

  1. Email Communications View
    • Filter for email-related activities (Gmail, Outlook)
    • Quick overview of prospect communications
    • Streamlined review of email threads
  2. Research View
    • Isolate research-related activities
    • Easy validation of prospect research
    • Focused view of research reports

Other improvements

Agent Building Improvements

Direct Tool Integration

  • New: Add any project tool directly in agent's core instructions
  • Previous: Required connecting tools to agent beforehand
  • Impact: Streamlined tool integration process

In-Line Tool Creation

  • Create new tools directly within agent's core instructions
  • Enables "behavior-first" approach to agent development
  • Benefits:
    • Define agent behavior first
    • Perfect logic and flow
    • Add technical details later

Fixes

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