← All updates
v2026.02.21

AI Assistant Gets Major Upgrade: Smart Entity Links and Powerful New Tools

New Features

  • AI Assistant Chat Interface

    New AI-powered chat assistant accessible via Cmd+J shortcut to help with manufacturing operations, search data, and perform actions

  • File Upload and Analysis

    Upload and attach files to AI conversations for intelligent document analysis and processing

  • Default Quote Markups

    Configure company-wide default markup percentages that automatically apply to new quote line items

  • Quote Status Progress Tracking

    Visual progress bars showing quotation pipeline status and stage progression

  • Enhanced Search with Jobs and Inventory

    Improved search functionality now includes jobs and inventory items with intelligent hybrid search capabilities

  • Enhanced AI chat with clickable entity links

    AI responses now include clickable links to parts, quotes, jobs, and other entities mentioned in conversations

  • Create parts directly from engineering drawings

    Upload drawings and let AI automatically create parts with intelligent material type and shape matching

  • Expanded AI tool capabilities

    AI can now manage clients and suppliers, duplicate quotes, handle work orders, send purchase order emails, and delete entities

  • Improved chat panel experience

    Chat panel now includes conversation history, auto-resumes recent conversations, and has better navigation

Bug Fixes

  • AI Chat Message Loading

    Resolved issues with conversation messages not loading properly and duplicate messages appearing

  • Safari Address Autofill

    Fixed Safari browser autofill interfering with Google Places address suggestions

  • AI Tool Execution Feedback

    Improved status messages and prevented double confirmations during AI assistant actions

  • Fixed AI chat conversation reliability

    Resolved issues that could cause chat conversations to fail unexpectedly

  • Fixed AI chat conversation issues

    Resolved problems where first messages in new conversations wouldn't get responses

  • Fixed quotation list filter refresh

    Quotation filters now properly trigger data updates when changed

Improvements

  • AI Assistant Capabilities

    Enhanced AI assistant with new tools for searching work orders, managing quotes, and accessing shipment details

  • Supplier Portal Experience

    Streamlined RFQ response interface with improved component organization and user experience

  • Better chat button behavior

    Chat button now toggles the panel open and closed, and uses a more intuitive sparkles icon

  • Enhanced file attachment support

    Improved file handling for AI tools that work with uploaded documents and drawings

Security

  • AI Conversation Security

    Enhanced security measures for AI conversation state management and data protection