July Release
Release Date: July 4, 2026
This month, we made four meaningful upgrades.
Dashboards get comparative analytics. Bar and stacked charts now support Created-vs-Resolved, SLA Met-vs-Breached, and other month-over-month comparisons - the trend view most teams have been asking for. A round of chart, filter, and export fixes rounds out the section.
Ticketing V2 workspaces are ready to build on. A minimum out-of-the-box configuration lands with every new template - fields, layouts, workflow, actor mapping, permissions - so a workspace is functional the moment you save it. Attributes, Audiences, Calendars, Service Teams, and Audit Logs all ship as implemented modules inside V2.
Bot and knowledge widen their surface. OneNote, Google Drive, and Azure Wiki are now available under Knowledge Integrations as ingestible sources. GenAI Settings expose three custom prompts (answer generation, follow-up, web search) to admins.
Additional changes include a new UI for Event & Action logs, an audit log for Module Subscriptions, automatic audience creation by email domain, Slack channel configuration in Creator Studio, dynamic support for clearing actor fields in Actions, and a fix that stores mail-server credentials centrally to stop token-expiry notification failures.
In total, 37 updates shipped this release: 17 new features / enhancements and 20 fixes.
Dashboards & Analytics
Comparative Trend Analytics in Bar and Stacked Charts
Bar and stacked charts now support time-based comparisons across two metrics - the kind of view teams have been running out to a spreadsheet for.
- New Comparative Metrics option in Bar Chart configuration
- Standard use cases covered: Created vs Resolved (MoM), Opened vs Closed, SLA Met vs SLA Breached, Backlog Aging Trend
- Time grouping: Month (default), Week, Quarter
- Datetime fields on the category axis unlock two time modes: Timeline and Seasonality
- Bucket options that would produce more than ~60 bars for the selected range are disabled automatically, with the projected count shown next to them
Description Field in Downloaded Reports, Now with a Full Year of Data
Report downloads now include the Description field alongside the other ticket fields and notes. The data window also stretches from 6 months to 1 year (as two 6-month intervals, if needed) so you can pull older records without asking engineering.
Weekly Chart Shows All Weeks (Bug Fix)
When grouping by CreatedAt with Weeks and Time Span: All, the "Ticket by Weekly" chart now returns every week in the range instead of clipping to the last five.
Monthly Chart Sorts Across Years (Bug Fix)
When grouping by months with Time Span: All, previous-year months (e.g., Nov 2024, Dec 2024) now appear before the current-year months in chronological order. Year is shown alongside month on the X-axis. Sorting is on full date (YYYY-MM), not month name.
FRT SLA Columns Included in CSV Export (Bug Fix)
FRT SLA Percentage and FRT SLA Status now appear in the CSV export from the dashboard Data Table. Previously the columns were visible in the UI but dropped from the download.
Cross Filter Reflects in Bar Chart (Bug Fix)
Applying a cross filter from a row chart now propagates to the bar chart correctly. The bar chart no longer shows the unfiltered dataset.
Trend Functionality Restored in Dashboard Charts (Bug Fix)
Trend values and indicators calculate and render again on dashboard charts.
Filter Chip Count Matches Bar Total (Bug Fix)
Applying a cross filter on a stacked bar (e.g., QA-RCAType = QA Miss) now shows the full bar count in the filter chip instead of the count of a single stack fragment. Chip and chart tell the same story.
"Attribute Selection" Appears Only When Actor Field Is Selected (Bug Fix)
Chart configuration hides the Attribute selection control unless an actor field is chosen. Follows through on the May clean-up for consistency across all chart types.
Knowledge & AI
Ingest Knowledge from OneNote
OneNote joins the list of first-class knowledge sources. The pipeline reads notebooks, sections, and pages via Microsoft Graph with Sites.Selected delegated permission, cleans and chunks the HTML, and embeds each chunk for retrieval.
- Notebook / section / page hierarchy preserved as metadata (notebook name, section, page title, last modified, page ID)
- Semantic chunking preferred; fixed-window fallback (300 to 500 tokens) when structure isn't detectable
- Differential sync - pages that change are re-embedded, obsolete chunks are removed
Custom Prompts in GenAI Settings
Three prompt controls that were previously back-end-only are now exposed in the Admin UI, under a new Custom Prompts card in the Advanced tab.
- Answer Generation Prompt - shape how the bot phrases answers from ingested documents
- Follow-Up Questions Prompt - shape when and how the bot asks clarifying questions
- Web Search Prompt - shape how the bot phrases answers pulled from external web sources
- All three are additive to the system prompt (they don't replace it). Leave any of them blank to keep the default out-of-the-box behavior.
Notifications & Alerts
Slack: Tenant-Level Channel Configuration in Creator Studio
Each tenant now sets its supported channels globally - Teams / Web, Slack, or Both. Creator Studio adapts card configuration accordingly so admins don't see editors they don't use.
- Teams / Web only: Adaptive Card editor only, payload required
- Slack only: Block Kit editor only, payload required
- Both: both editors shown; Adaptive Card payload required (backward compatibility), Block Kit optional
Mail Server Credentials Now Centrally Managed (Bug Fix)
Mail-server credentials have moved into the Auth Credential Service. Notification workflows retrieve credentials dynamically, so token expiry no longer causes silent notification failures. Credentials are encrypted at rest, restricted to authorized services, and access is audit-logged.
Ticket Notification No Longer Shows "undefined" (Bug Fix)
When a system user updates a ticket, the notification now shows the correct field value instead of the string "undefined".
Message Copy Says "Files" Instead of "Images" (Bug Fix)
Small copy fix - the in-message label now reads "files" wherever a non-image file has been attached.
Admin & Operations
Automatic Audience Creation by Email Domain
Audiences can now be assigned automatically based on the requestor's email domain, instead of only by user attribute. Useful for MSPs managing several sub-clients from a single tenant.
- Configure domain-to-audience mapping in Admin settings (e.g.
@clientA.com→ Client A audience) - New users whose email domain matches are added to the corresponding audience on sign-in
- Existing manual audience rules stay unchanged
Dedicated UI for Event & Action Logs
A new Event & Action Logs page ships under Settings → Admin. Structured, filterable, and exportable - designed to reduce reliance on backend logs when debugging automations.
- Table columns: Timestamp, Event Name, Action Executed, Status, Trigger Source, User / System, Details
- Expand a row for full Event and Action payloads, execution result, error message, and Event / Action IDs
- Filters: Date Range, Event Name, Action Type, Status, Trigger Source
- Search across event name, action name, user, or Event ID
- Failed rows highlighted red, successful rows green
- Pagination or lazy scroll, 20 to 50 records per page
- CSV / Excel export
- Access restricted to Admin, Support, and Platform Operator roles
- If your tenant runs centralised logs, ticket type and ticket object ID are logged and filterable
Audit Log for Module Subscriptions
Enabling or disabling a module on a tenant is now captured in the audit log alongside every other admin action. Useful for compliance reviews and change traceability.
Bulk User Upload in Production (Bug Fix)
Bulk-uploading users no longer fails with ON CONFLICT DO UPDATE command cannot affect row a second time. Single-user creation via the UI has always worked; the bulk path now matches.
Ticket Migration Deletion API Covers New Tables (Bug Fix)
The Ticket Migration deletion API now includes the new tpl* and meta* tables in its cleanup path so migrations leave no orphan records behind.
Sync Jobs: End Time, Hot Refresh, and Tooltip Fixes (Bug Fix)
A bundle of sync-job fixes carried over from earlier work:
- End time is captured correctly (and no longer misreported) when a job is cancelled
- Sync now triggers an immediate refresh instead of waiting for the next poll
- Status tooltips render with the correct formatting
Ticketing V2 Workspace Foundation
Minimum Out-of-the-Box Configuration When Creating a New Template
Every new template now saves with a functional baseline instead of an empty shell. Save-and-publish works on first attempt.
- Fields included by default: Subject, Description, Requestor, Status, Source, Assigned Group, Assignee, Attachment, Resolved date (hidden from UI). Optional fields can be removed as needed.
- Layouts included for Create (grid), Detailed (grid), Resolved (transition, with Note Type = Resolution), and Inbox (inbox). Each layout is linked to its view.
- Workflow ships as Submitted → Assigned → In Progress → Resolved → Closed, with validation on mandatory fields at each state. If a primary actor is deleted, the workflow closes cleanly.
- Actor mapping: Assignee is linked to the default queue by assignment rules; Requestor is linked to the requestor actor field.
- Actions available: Auto-Assign, Auto-Close After Inactivity (7 days post-resolution), Email Notifications for creation, assignment, notes, and state transitions.
- Default permissions shipped for Ticket Agent Supervisor, Ticket Agent, Ticket Admin, Ticket User, and Tenant Admin.
- Ticket digit default: 4. Prefix: first 3 characters of the template name, with a 4th (and 5th, if needed) character appended for uniqueness.
Attributes Module
Attribute configuration is now available as a first-class module in Ticketing V2 workspaces.
Audiences Module
Audience management is available directly inside Ticketing V2 workspaces, matching the module surface admins already know from V1.
Service Teams Module
Service Teams can be created, configured, and assigned inside Ticketing V2 workspaces.
Calendars Module
Business-hours calendars can be defined and referenced from Ticketing V2 workspace configurations - SLAs, working hours, holiday exceptions.
Workspace Setup
The overall Ticketing V2 workspace container is now implementable end-to-end, wiring templates, attributes, audiences, service teams, calendars, and audit logs into a single workspace.
Audit Logs in Ticketing V2 Workspaces
Every configuration change inside a Ticketing V2 workspace is captured in the workspace audit log - template edits, attribute changes, permission updates, actor moves.
Unified Navigation Across Integrated Applications
Cross-application navigation has been consolidated. Menus that were duplicated across integrated apps have been removed, and the entry points are aligned under a single top-level structure.
Tickets Management and Service Portal
Clear an Actor Field from an Action
Events and Actions can now clear an actor field, not just set it. Useful for the "Unassign" transition and any scenario where a workflow needs to move a ticket to an unassigned state.
- New "Clear field" option in the action configuration
- Applies to actor fields (Assignee, Requestor, custom actors)
- Behaves consistently with V1 unassignment semantics
Query Watcher Fields in Events and Actions
The Events and Actions builder now exposes To Watcher and CC Watcher (and other special fields) as query-able values.
- Search "Watcher" in the field picker and the special fields appear in the dropdown
- Conditions like "route to Status X if HR distribution email is in TO/CC" are now buildable without workarounds
- All field values are query-able using variables, consistent with the rest of the events framework
Field-Level Required Conditions Enforced on State Transitions (Bug Fix)
Field-level required conditions are now enforced on state transitions as well as on save. If a field is marked required by a condition and is visible-but-empty, the transition is blocked. Configuration stays simple - no need to duplicate the condition at the transition level.
Date Field Renders with Correct Format in List View and Reports (Bug Fix)
Date fields now display with the tenant's configured format in the list view and in downloaded reports across Prod and Beta.
Canned Note Rich-Text Editor No Longer Overflows (Bug Fix)
The rich-text editor for canned notes now fits inside the description box on all environments - no more overflow into adjacent UI.