AI Analyst goes deeper as dashboards, invoices, and workflows move faster
AI Analyst now delivers more accurate analysis, memory, and full-screen presentations; dashboards are clearer on web and mobile, invoice and table work is easier, and scheduled and formless workflows are more reliable.
AI Analyst now interprets the filtered and drilled-down view you see on a dashboard more accurately. It keeps your conversation history, remembers the working preferences you teach it, compares periods, and performs new calculations across multiple visuals. The redesigned conversation experience explains failures more clearly, and it can turn a thorough summary into a full-screen slide presentation with narration when voice is enabled.
Dashboards are clearer and more consistent across web and mobile. Gauge ranges and targets can come from your data, key indicators can compare previous periods, small pie slices and long axis labels stay readable, text visuals now appear, and table values format more reliably. The invoices screen can now show managed customers according to your access and filter results by month. In large editable tables, selecting a whole column, finding options beyond the first results, and applying bulk updates is faster, while read-only fields stay out of accidental selections.
Organization administrators can connect data sources on private networks with organization-specific secure access credentials, without exposing them directly to the internet. When enabled, the same protected connection is preserved in connection checks and scheduled work. Connection and data-reading problems now come with clearer guidance. Scheduled workflows are running regularly again, and formless workflows now finish on web and mobile with their real outcome instead of getting stuck on a waiting screen.
In this release
- NewAI Analyst with conversation history, remembered working preferences, period comparisons, and calculations across multiple visuals
- NewRicher AI presentations that turn live dashboard data into full-screen slides with narration when voice is enabled
- ImprovedResults aligned with on-screen filters and drill selections, clearer failure states, and an easier AI conversation experience
- ImprovedRefreshed dashboards with period comparisons, data-driven targets, more readable charts, and consistent number formatting across web and mobile
- NewAccess-aware managed-customer invoices with customer and month filters
- ImprovedWhole-column selection, search across distant options, and bulk updates that leave read-only fields untouched in large tables
- NewOrganization-specific secure connections to private-network data sources without exposing them directly to the internet
- FixedScheduled starts that had stopped running and a launch flow that left formless workflows stuck on the waiting screen