Changelog

Genie conversation data is now accessible on demand through the Dev API — full transcripts, turn-by-turn detail, and event traces — so teams can analyze agent performance, enrich tickets, and meet compliance needs programmatically.

• On-Demand Conversation Access — List, retrieve, and drill into any Genie's conversations across three REST endpoints.
• Full, Untruncated Transcripts — Complete user/Genie exchanges with event-level detail including LLM calls, tool executions, and guardrail evaluations.
• Schema Parity with Log Streaming — Same event schema as the audit log streaming API, so consumers build once against a consistent payload.
• Enterprise-Ready Controls — Environment-scoped Dev API token auth, per-workspace rate limiting, and workspace-admin permissioning.

Learn more about Agent Studio Dev API.

IT Support Genie is an AI-powered conversational assistant that deflects routine IT requests, automates actions across connected systems, and gets employees back to work faster — without opening a ticket.

• Knowledge Retrieval & Query Deflection — Answer IT questions instantly by surfacing relevant guidance from your organization's Knowledge Base, deflecting routine queries before they become tickets.
• Ticket Management — Create, view, update, and comment on helpdesk tickets conversationally, with proactive notifications for ticket assignments.
• Access Provisioning & Deprovisioning — Request and grant application access with configurable manager, second approver, and admin approval workflows.
• Password Management & Account Unlock — Reset passwords and unlock accounts securely with full audit logging for compliance.
• Groups & Distribution List Management — Create, add, or remove users from groups and distribution lists through natural language.

Supports Jira Service Desk, Confluence, Okta, Entra ID, and Google Workspace.

Learn more about IT Support Genie.

Intermediate messages and persistent Tool Call Streams are now available in Microsoft Teams, bringing full parity with Slack. Users see exactly what a Genie is doing — step by step — while processing their requests.

• Intermediate Messages Always Shown — Any response-relevant content the LLM returns is surfaced in Teams and Test Mode, ensuring full parity with what the Genie intends to communicate.
• Persistent Tool Call Stream — Each intermediate message is accompanied by a real-time stream of the Genie's actions, providing full observability over every step taken in response to a query.
• Collapsible Streams — Users can collapse any Tool Call Stream to reduce visual clutter — it keeps running in the background and can be expanded at any time.
• Human-Readable Tool Labels — Internal tools display plain-language labels (e.g. "Searching knowledge base [My KB] for [query]…") instead of raw function names.
• Slack Bug Fix — Orphan Tool Call Streams and out-of-order streams are resolved; both Slack and Teams now show exactly one Tool Call Stream per Intermediate Message, in the correct order.

Learn more in Agent Studio.

EDI Genie is an AI-powered conversational assistant that gives EDI operations teams instant access to transaction monitoring, failure diagnostics, trading partner health, and audit reports — via Workato GO, Slack, and Microsoft Teams in natural language.

• Transaction Retrieval & Analysis — Search and filter EDI transactions by date, trading partner, transaction type, and status using natural language — no dashboard navigation required.
• Trading Partner Performance & Error Monitoring — Retrieve partner health insights including success rates, latency trends, recurring errors, and SLA risk.
• Audit Reports & Operational Insights — Generate audit-ready reports, detect anomalies, and receive proactive operational summaries.
• Transaction Failure & Poller Diagnostics — Identify failed or stuck transactions, view root-cause information, and receive remediation guidance.
• Orderful Onboarding Assistance — Access step-by-step onboarding and configuration guidance from a curated Knowledge Base with conversational follow-up support.

Learn more about EDI Genie.

Builders can manage knowledge base documents directly from a recipe — keeping the knowledge agents reason over current, governed, and citable, without leaving the recipe editor.

• Recipe-Native Document Management — Upsert, delete, list, and search knowledge base documents from any source without crawlers or manual uploads.
• Idempotent Batch Upserts — Insert or update up to 100 documents per call, matched by document ID, so re-runs update in place with no duplicates.
• Cross-Knowledge-Base Search — Run natural-language or keyword search across one or more knowledge bases with metadata, content-type, and date filters plus paged results.
• Any Source, Any Format — Ingest text plus PDF, DOCX, and PPTX with server-side text extraction, with source URLs cited back in Genie answers.
• Seamless Migration — Replaces the Genie connector's Store knowledge action 1:1; existing recipes keep running with no action required.

Learn more about Enterprise Context by Workato.

Genie conversation logs stream to existing logging destinations — giving security, compliance, and analytics teams full visibility into every step a Genie takes, in real time.

• Stream to Existing Destinations — Logs flow to Amazon S3, Azure Monitor, Splunk, Datadog, and any cloud logging service with no new setup required.
• Full Conversation Visibility — Every step a Genie takes is captured — LLM calls, tool calls, and more — with step-level events emitted as they complete, preserving the full trace even when a run fails midway.
• One Checkbox to Enable — Turn on via the new "Genie conversations" event type in existing Log Streaming settings; custom log templates and routing rules apply automatically.

Learn more in Conversation Log Streaming.

Genies in Slack show end users exactly what's happening — step by step — while processing their requests. Tool calls are paired with real-time, collapsible stream of Genie actions in plain language, replacing confusing internal monologue with clear, contextualized feedback.

• Intermediate Messages Always Shown — Any response-relevant content the LLM returns is surfaced in Slack and Test Mode, ensuring full parity with what the Genie intends to communicate.
• Persistent Tool Call Stream — Intermediate messages are accompanied by real-time streams of the Genie's actions, providing full observability over every step taken in response to a query.
• Collapsible Streams — Users can collapse any Tool Call Stream to reduce visual clutter — it keeps running in the background and can be expanded at any time.
• Human-Readable Tool Labels — Internal tools like KB search and file analysis display plain-language labels (e.g. "Searching knowledge base [My KB] for [query]…") instead of raw function names, ensuring that they are human readable and understandable.

Learn more about Agent Studio.

Workato Identity is now brandable. Builders can customize the sign-in and connection experience with their own logo, favicon, app name, colors, and help text — so end users see a login and consent flow that reflects the customer's product, not Workato's.

• Custom Logo, Favicon & App Name — Uploaded logo renders on the Identity login and VUA connection pages; custom favicon appears in the browser tab; app name replaces "Workato" across the entire flow.
• Custom Colors & Help Text — Accent, font, and background colors carry across the full login and consent flow, with Markdown-supported help text for SSO instructions, support contacts, or consent context.
• Cleaner VUA Copy for MCP — The connection page reads "Connect your accounts to use [MCP Server Name]" so end users know exactly which server they're authorizing.
• Configured in One Place — All branding lives under Workspace Admin → Access Control → Login Experience.

Learn more in Agent Studio.

Genies can operate natively in Microsoft Teams channels, completing the channel story started with Slack. Deploy Genies for IT help desks, HR support, and project assistance directly inside the Teams channels where employees already work.

• On-Mention Mode — Genies respond when @mentioned in a channel, configured independently per Genie across standard, private, and shared channels.
• Native Teams Channel Picker — Channels surface as TeamName / ChannelName so builders can easily disambiguate channels with the same name across different Teams.
• Authenticated Actions In-Channel — Workato Identity login uses a Teams-native button → modal flow via Adaptive Cards, ensuring the right person approves every action.
• Full Thread Context & User Attribution — Genies see the entire thread, know who said what, handle files attached in-thread, and auto-summarize long threads for full context parity with DMs.

Learn more about Genies.

Genies, Skills, and Knowledge Bases are no longer confined to a single project. Builders can assemble Genies from any asset across the entire workspace — eliminating duplication and the copy-paste workarounds that slowed teams down.

• Cross-Project Skills & KBs — Add Skills and attach Knowledge Bases from any project in the workspace to power Genies wherever they live.
• Cross-Project Events & Tasks — Recipes can send app events to and assign tasks to Genies across different projects, with no project boundary restrictions.
• Cross-Project Knowledge Writes — Knowledge recipes can store data to KBs living in other projects, keeping a single source of truth across the workspace.
• Move Assets Freely — Skills, KBs, and Genies can be moved between projects without breaking any existing links.

Learn more about Agent Studio.