Changelog

License Genie is generally available — our newest pre-packaged AI agent that continuously identifies underused licenses, engages employees to find the most cost-effective solution, and executes approved changes to reduce software waste while keeping teams productive.

• Surface underused and inactive licenses across all managed apps — no spreadsheets, no manual audits.
• Engage employees in a conversation before acting, recommending right-sizing or lower-cost tiers before any removal.
• Route decisions through configurable approval workflows with automated follow-through built in.
• Track realized savings per app in real-time dashboards, exportable directly to Finance and BI tools.

Learn more about License Genie.

Agent Studio supports Bring Your Own LLM (BYOLLM), enabling you to power Genies with your own OpenAI or Anthropic credentials instead of Workato's managed contracts.

• Use your own AI credentials – Connect Genies to foundation models using your existing OpenAI or Anthropic accounts, bypassing the need for additional security reviews.
• Streamlined compliance – Leverage pre-approved vendor relationships and existing data processing agreements for faster deployment.
• Flexible model access – Maintain control over your AI infrastructure while benefiting from Agent Studio's powerful orchestration and management capabilities.

Learn more about BYOLLM Configuration.

Knowledge Base Management is now available in Agent Studio, providing comprehensive visibility and control over your AI knowledge base content through an intuitive interface.

• Full content observability – View and manage all Knowledge Base content in a centralized UI designed for efficient knowledge curation.
• Precise content search – Search KB content to quickly locate specific files and verify document context with viewable truncated content directly in the interface.
• Direct content management – Upload files directly to the Knowledge Base and delete outdated content to keep your AI agents working with relevant, current information.
• Streamlined workflow – Manage knowledge base content without requiring recipe deployments for faster updates and maintenance.

Learn more about Knowledge Bases.

Genies support file and image uploads, expanding beyond text-only interactions to enable richer, more versatile AI agent workflows.

• Enhanced input options – Users can upload images and files directly in Genie conversations for visual context and document-based interactions.
• Broader use case support – Enable workflows across IT support, sales, finance, and other areas where visual assets and documents are essential for processing and decision-making.
• Improved user experience – Provide more natural and complete interactions by allowing users to share the full context needed for their requests.

Learn more in Genie File Support.

Agent Orchestration allows builders to delegate tasks to Genies directly within recipes. When a recipe assigns a task to a Genie, the Genie completes the work and returns its response back to the recipe, which then continues execution with that data. To use this feature, add the "Assign a task to a Genie" action in recipes or skills, specifying the goal, input data, and an optional conversation ID for context chaining.

This capability accelerates the creation of sophisticated workflows, including:

• Autonomous Task Processing: Embed Genies in recipes to handle complex tasks such as invoice-PO reconciliation, contract processing, and deal desk validations.
  
• Programmatic Genie Access: Perform tasks with Genies through MCP or API endpoints.
• Testing and Evaluation: Run evaluation scenarios against existing Genies and compare their outputs to expected results for quality assurance.

Important Notes:

• Tasks can only be assigned to Genies that don't have any skills with end-user connections or skill confirmations.
• Genies must reside in the same project as the parent recipe or skill.

Learn more about Agent Orchestration.

New features enhance the Genie experience on Microsoft Teams. Users can now restart Genie chats and view a descriptive stream of a Genie’s actions and decision processes, improving transparency and usability.

Key details:

• Restart Genie chats by typing “restart”; admins can add this as a prompt in the Genie Teams app. Step-by-step instructions for adding the restart command are available in the app configuration.
• Users can see a descriptive stream of Genie actions and reasoning during chats. The descriptive stream feature requires the latest version of Microsoft Teams.

Agent Studio now supports granular RBAC (Role-Based Access Control) settings for Conversation History and Test Mode. Admins can precisely control which roles have access to sensitive chat records and Genie test queries, helping protect personal and organizational data.

Key details:

• Configurable access to Conversation History, which may contain sensitive user or organizational information.
• Ability to limit access to Test Mode, which allows Builders to query Genies and retrieve data from connected Knowledge Bases.
• Existing customers’ permissions have been migrated; no action needed unless further customization is desired. New customers must manually grant access. By default, roles do not have access.

Updated RBAC settings are available on the Workspace Admin page under Collaborator Roles.

Test Mode: Instantly test and interact with your Genie during the build process, with live, detailed visibility into every Genie action.

Conversation History: View all user-Genie conversations and actions for full auditability and easier troubleshooting.

Templates: Jumpstart Genie builds with ready-made templates for common use cases, each with job descriptions and pre-set skills.

We've introduced a new feature to bring human judgment into your AI workflows. Business Approvals for Genies allow you to add guardrails and oversight to AI-powered processes, ensuring critical decisions align with company policies. This is ideal for processes like time-off requests and discount approvals. Genies can automate the work while giving you the final say.