Changelog

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.

Genies can operate natively in Slack channels — not just DMs. Deploy Genies for IT help desks, HR support, and project assistance directly inside the channels where teams already work.

• Two Channel Modes — Help Desk Mode responds to every message in selected channels; On-Mention Mode responds only when @mentioned, giving builders the right behavior per use case.
• Full Thread Context & User Attribution — Genies see the entire thread, know who said what, and auto-summarize long threads to stay in context.
• Authenticated Actions In-Channel — Workato Identity login via ephemeral messages and user-validated confirmation modals ensure the right person approves every action.
• Builder-Controlled Channel Scope — Builders select exactly which Slack channels a Genie responds in, with a clear error shown if a Genie is added to a non-configured channel.
• Safe by Design — Multi-Genie loop protection, rate limits, race-condition handling, and streaming progress updates keep interactions reliable and transparent.

Learn more about Agent Studio.

Builders have full visibility and control over which LLM model powers their Genies in Agent Studio, with support for versioned models across Anthropic and OpenAI.

• Model selection — Choose specific versioned models across Anthropic (Sonnet 4.x) and OpenAI (GPT-5.x) directly in Agent Studio.
• Latest model access — Take advantage of the newest model releases as they become available from leading providers.
• Model audit logs — Track LLM model version changes and timestamps for each Genie, making it easier to correlate behavioral differences and troubleshoot.
• Auto-migration for deprecations — When LLM providers sunset older models, Genies automatically upgrade to a recommended replacement, preventing service disruption.

Upcoming auto-migration — April 14, 2026: Claude Sonnet 3.7 reaches end-of-life and all Genies still using it will automatically migrate to Sonnet 4.6. Rollback will not be available. Builders can upgrade early using the new model selection dropdown — testing in advance is recommended to ensure expected behavior.

Learn more about Model Lifecycle Management.

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.