DataPeak Release Notes

January 2026

Jan 2 - V.0.9.0

• Chat: Clearer, More Helpful Error Messages
  Improved Chat error handling so it doesn’t silently fail or return confusing answers when something goes wrong (ex. unsupported file formats, missing/invalid data, or response generation issues). Chat should now provide clearer explanations and suggested next steps instead of dropping the conversation.

• Custom Agents: Add “Agent Checker” Workflow Validator
  Added an Agent Helper/Checker that scans a Custom Agent workflow for missing params and incompatibilities, shows per-component readiness status (red/amber/green), provides fix guidance in a right-side panel, and auto-opens when a run is attempted with blocking issues.

• Chat: Prevent “No Response” Failures
  Improved chat reliability so it doesn’t hang/loading-forever when it can’t answer or can’t read the data—returning a helpful failure message instead.

• Chat: Support Special Characters Without Converting to NaN
  Fixed cases where values like “N/A” were being misread/converted to NaN so users can query and find exact values correctly.

• Chat + Graphs: Work Smoothly With Large Datasets
  Improved chat and graph features to handle large datasets with less lag (including better table sampling/expansion behavior and removing row-limit pain points for advanced graphs).

• Localization: Test Multi-Language Encoding + Special Characters
  Test a wide range of languages/characters to confirm we won’t hit encoding issues when storing and reading data across the platform.

December 2025

Dec 31 - V.0.8.11

• Data Management: Dataset Deletion Fix
  Fixed an issue where deleting a dataset would show an error and the dataset wouldn’t actually be removed (even after confirming or refreshing). Dataset deletion now completes successfully.

• Settings: Language Updates Now Apply Across the Platform
  Improved localization so that when a user changes their language in Settings, the change is reflected consistently across the platform — including system-generated text and table content (not just select areas).

• Custom Agents: Workflow Persists After Refresh
  Fixed an issue where refreshing the page after saving a newly created Custom Agent could show a blank workflow. Newly added components and parameters now display correctly immediately after refresh.

• Onboarding: Welcome Page Set as Default for New Users
  New Admin and Sub-Admin users now land on the Welcome page by default (instead of the Dashboard) to help them start the DataPeak flow faster.

• Chat: Dataset Context Now Visible
  Improved chat clarity by showing which dataset was used for different Q&As and sessions, making it easier to follow the context when switching datasets.

• Platform: Documented Feature Size Limits
  Captured and documented size limitations across key features (uploads, chat, custom agents, connectors, etc.) to help guide usage, testing, and optimization planning.

• Localization: LLM Responses Update Immediately After Language Change
  Fixed an issue where chat/LLM responses didn’t switch languages after updating Settings until the user logged out and back in. Responses now reflect the new language right away.

• Platform: Centralized Styling for Consistency
  Consolidated platform styling into a centralized approach so key UI elements follow consistent spacing, sizing, and visual rules across pages—reducing one-off CSS, inline styles, and inconsistent components.

• Chat: Clearer Which Files Are Supported
  Improved the file-selection experience in Chat so it’s clearer which file types are compatible (including single vs. multi-file limits). Incompatible files are now prevented or disabled with clearer guidance, helping avoid crashes when unsupported files are selected.

Dec 30 - V.0.8.10

• Data Management: Single File Delete Stability
  Fixed an issue where deleting a single file from the dataset page could crash the page to a white screen and prevent deletion. Single-file deletes now behave normally (including showing the delete confirmation).

Dec 29 - V.0.8.9

• Data Management: Pagination for Large Datasets
  Added pagination when viewing larger datasets, so you’re no longer limited to only the first 200 rows. This makes it easier to browse big datasets without putting extra load on the system.

• Custom Agents: Action Menu Tooltip No Longer Shifts the Page
  Fixed an issue where hovering over a Custom Agent action menu could trigger a scrollbar and shift the sidebar/actions, making buttons difficult to click. Tooltips now expand without moving the page layout.

• Onboarding: New Accounts Inherit Default Language
  Fixed an issue where newly created accounts weren’t inheriting the selected site language, causing missing text during password setup. New account setup now follows the user’s chosen language throughout the workflow.

• Chat: Clearer Access to Chat Options
  Made chat controls easier to discover by adding a subtle pulse/attention indicator and hover text for the chat feature menu.

• Localization: Better UI Support for Longer Translations
  Improved responsiveness across the UI so longer localized text (like French) doesn’t overflow or break layouts in areas like sidebars, headers, and navigation elements.

Dec 24 - V.0.8.8

• Agentic AI: Consistent Action Menu Styling
  Updated agent action menus to match the styling and hover behavior used in Data Management tables. This brings a more consistent look and feel across the platform when interacting with action items.

• UI: Standardize Buttons + Loading/Confirmation States
  Standardized button styling across the platform (color, type, icons), ensured submit buttons use consistent confirmation animations (including failure states), and unified loading animations to match the Custom Agent run experience.

Dec 23 - V.0.8.7

• Localization: System-Generated Text Now Translates
  Improved localization so system-generated text is translated to match the language set on the user’s account, supporting a more consistent multilingual experience.

• Localization: More Consistent English/French Experience
  Improved localization consistency so switching languages applies more reliably across the platform, reducing areas where text could remain in the previous language.

• Agentic AI: Hide Non-Functional System Agents
  Temporarily hid non-functional system agents/links (including Data Cleaning & Preprocessing) from the sidebar so only the usable system agent(s) remain visible, keeping the experience clean for users.

• Component Builder: Delete Components + Immediate Updates After Save
  Added component deletion and ensured newly-created components update their icon/code immediately after saving (including removing components added from public spaces).

Dec 22 - V.0.8.6

• Data Management: Run Data Cleaning Anytime
  Added a new Data Cleaning action on the dataset page so users can manually clean a dataset at any time — not just during upload. When triggered, you can choose to update the current dataset, create a new dataset version, or create a new dataset, then continue through the cleaning flow as usual.

• Localization: Filled Key French Translation Gaps
  Added missing French localization in several areas, including default chat responses, Upload New Dataset, system agent names in the sidebar, categories in agent modals, and data connector titles.

• Datasets: Add “Clean on Upload” + Cleaner Actions
  Added an optional cleaning step after CSV/Excel upload (with preview + guidance), plus the ability to run cleaning later from the datasets table—handling common issues like empty rows/cols, duplicate headers, missing headers, and formatting for system compatibility (including warnings when needed).

Dec 21 - V.0.8.5

• Chat: Message Timestamps Stay Accurate
  Fixed an issue where replying in chat could change the timestamps on earlier messages. Message times now remain stable.

• Component Builder: New Components Must Work in Debugger Mode
  Ensured components generated via the Component Builder are compatible with the debugger workflow, so users/devs can step through runs and troubleshoot properly.

Dec 19 - V.0.8.4

• Data Management: Clearer Delete Confirmation
  Updated the delete confirmation modals for consistency and clarity. Single and multi-delete now use the same modal design, with clearer warning text that the action is permanent, and an updated header (“Delete DataSet(s)”).

• Custom Agents: Searchable Dataset Selectors
  Updated Custom Agent input components so you can type to search when selecting datasets. Selected datasets are now shown at the top of the list for quicker review and easier edits.

• Custom Agents: Category Changes Update Instantly
  Fixed an issue where updating a Custom Agent’s category wouldn’t appear on the Agentic AI page until a manual refresh. Category changes now show immediately.

• Custom Agents: API Datasets Now Supported in Inputs
  Fixed an issue where Custom Agents could fail when an input component was connected to an API-based dataset. Agents now run normally when using API datasets as inputs.

• Agents: Ensure .xlsx / .xls Work End-to-End (With Better Errors)
  Make sure all existing agents can run fully with Excel files (.xlsx/.xls). If a file causes an issue, show a clear error and give the user options to restart or retry with another file instead of the agent “stalling.”

Dec 18 - V.0.8.3

• Custom Agents: Category Names Keep Their Formatting
  Fixed an issue where Custom Agent category names wouldn’t retain the formatting users entered (for example, “SQL” being changed to “Sql”). Category labels now display exactly as saved, and the default category consistently appears as “Custom” across the sidebar and selectors.

• Data Management: More Reliable Viewing & Downloads for Large Datasets
  Improved performance when working with large dataset files so viewing and downloading no longer causes the server to crash. Dataset previews now load as expected, and full-file downloads complete normally.

• Token Use: Default to Previous Week + Quick Time Ranges
  Updated the Token Use page to default to showing the previous week, with quick-select ranges (30/60/90 days, etc.) to prevent long, bloated tables.

Dec 17 - V.0.8.2

• Agentic AI: Consistent Agent Icon in Modals
  Updated agent modals to use the new star icon across the platform, replacing older/varied agent icons for a more consistent experience.

• Data Management: Large CSV Uploads Now Complete Successfully
  Fixed an issue where uploading large CSV files (100K+ rows) could appear to start but never finish, leaving the dataset missing from the Datasets page. Large file uploads now complete and display correctly.

• Custom Agents: Smoother Data Connector Configuration Flow
  Improved the Data Connector experience in Custom Agents so configuration doesn’t disrupt agent-building. Configuration can be opened without losing progress, and the flow no longer forces redundant connector selections when the connector is already chosen.

• Platform: NPM Package Cleanup for Security and Maintainability
  Removed unused NPM packages from the front-end and API codebases and ensured remaining dependencies avoid medium-or-higher security risks—improving overall platform security and maintainability.

• Custom Agents: Running State Persists After Saving Mid-Run
  If an agent is saved while a component is running, prevent the component from being “stuck running forever” when reopening the agent (reset state or allow it to complete properly).

Dec 16 - V.0.8.1

• UI: Improved Table Header Alignment
  Updated the reusable table styling so headers are vertically centered (including in Token Usage and Dataset tables) for a cleaner look.

• Platform: Cleanup of Unused Files
  Removed unused front-end and API files to reduce maintenance overhead, improve CI performance, and avoid unnecessary localization work.

• Datasets: Bulk Select + Bulk Actions on the Dataset Table
  Added multi-select (including Select All/None) to the Datasets table so users can bulk delete, deactivate, or download datasets (with proper permission restrictions and zip download for bulk exports).

• Localization: Language Doesn’t Update When Logging Into a Different-Language Account
  Fixed the login experience so when a user logs into an account set to French (or another language), the UI updates immediately instead of staying in the previous language.

• Site Admin: System-Wide Token Usage Table + Limit Controls
  Added Site Admin reporting to view token usage across all users/accounts (including who used what), plus controls to set token limits by user or admin hierarchy and optionally freeze limits to prevent changes.

• Datasets: Create Proper Views for Non-Table Files
  Added file-type-specific viewers so users can open and view files like PPT and DOCX (not just table-based datasets).

• Custom Agents: Let Agents Generate New Components
  Enable users to request new components via a Custom Agent, have the system generate + save them for reuse, support sharing, and handle dynamic Python package install/remove as part of generation.

• Custom Agents: Workflow Page Refresh Shows Old Version After Update
  After updating an agent, refreshing the workflow page should show the updated version (not the pre-update version).

Dec 15 - V.0.8.0

• Settings: Token Usage Page Works for New Accounts
  Fixed an issue where the Token Usage page could fail to load for new users with no token history. The page now loads correctly and displays an empty state when there are no transactions yet.

• Custom Agents: Translate Now Supports Excel Files
  Fixed an issue where the Translate component could fail when translating .xlsx (Excel) files. Excel-based datasets can now be translated successfully, just like other supported file types.

• Custom Agents: Component Generator Outputs Multiple File Formats
  Updated the Component Generator so outputs are no longer limited to JSON. You can now generate results in more useful formats — like CSV/XLSX for tables and DOCX/PDF for text — making it easier to download or pass outputs into other components. Also fixed output downloading so the Download button works reliably across components.

• Navigation: Updated Agent Icon for Consistency
  Replaced the Agentic AI sidebar icon with the star icon used across the platform (including Create Agent), for a more consistent visual experience.

• Welcome Page: Improved Getting Started Flow
  Updated the Welcome page onboarding steps (Upload → Chat → Auto Analytics → Create Agent), improved the upload progress behavior, and refreshed the template section to use the current system agents.

• Admin Navigation: “Tokens” Shortcut from Users + Hierarchy
  Added an Admin-only “Tokens” action in User Management (both user table and hierarchy level selection) that jumps directly to the Token Use page for quicker troubleshooting and management.

• Tokens: Add Per-User Token Limit Dropdown in Settings
  Added an Admin-facing dropdown/field in user settings to assign token limits per user (supporting the GenAI demo + broader token governance).

• Sub-Admins: Fix Pages Showing No Text (and Text Disappearing After Logout)
  Resolved an issue where many pages show blank/missing text for sub-admin accounts, including text disappearing on the homepage after logging out.

• Custom Agents: Search + Sort + Better “My Custom Agents” Header
  Updated the Agentic AI Custom Agents section so users can search agents by name/description, sort (alphabetical, most recent, etc.), and see clearer labeling (“My Custom Agents” instead of “My agents”).

• Scheduled Agents: Runs Trigger Twice + Duplicate Logs
  Fixed an issue where scheduled agents sometimes run twice and generate two sets of logs in Agent Data (inconsistent across agents/days).

• Custom Agents: Component Icons Misaligned in the Builder
  Fix component icon alignment so icons line up consistently across rows/columns.

Dec 14 - V.0.7.18

• Custom Agents: Component Generator Works with Excel Inputs
  Fixed an issue where the Component Generator could get stuck when using .xlsx (Excel) datasets as input parameters. Generated components now complete their normal build flow.

Dec 12 - V.0.7.17

• Settings: Removed Duplicate Help Link
  Removed the Help page link from Settings to eliminate duplicate/help links with inconsistent behavior.

• GenAI: Disable AWS Metrics on Non-GenAI Sites
  Added a simple toggle/config approach so AWS metrics used for GenAI environments don’t appear on standard/non-GenAI DataPeak sites.

Dec 11 - V.0.7.16

• Microsoft Teams Connector: Only Show Accessible Transcripts
  Improved the Teams connector so users only see meeting transcripts they actually have access to (and can download). Recurring meetings now display each accessible occurrence as well.

• Microsoft Data Connectors: Clearer “Pull Data” Workflow
  Improved the “My Data Connector” experience by adding a clearer action for pulling data into DataPeak, updating Microsoft connector date fields to use consistent date dropdowns, and reducing Microsoft connection confirmations to a single toast.

Dec 9 - V.0.7.15

• Permissions: Role Limits Verified
  Validated hierarchy permission levels so Business users only see and perform the actions they’re allowed to (for example: read-only users can view data, while write users can edit—but not delete).

• Platform: Clearer Success/Failure Feedback on Submissions
  Improved confirmation animations across key actions (like updates and deletes) so successes and failures are clearer — including a proper error indicator when an action doesn’t complete as expected.

• Chat: Better Context Across Sessions
  Improved chat behavior so it can carry context across a user’s existing sessions, making it easier to ask follow-up questions that reference earlier chats.

• Chat: Restore Saved Chat Sessions + History
  Re-implement chat session saving so users can return to past chats, see recent history, and continue conversations (ChatGPT-style saved threads with auto-generated descriptions).

Dec 8 - V.0.7.14

• Onboarding: Welcome Page Copy & Navigation Improvements
  Refined Welcome page wording and navigation, including updated headings and button labels (with localization), and improved carousel behavior to make browsing templates/starting points more intuitive.

• Chat: Auto-Analysis Graph Mode Failing
  Fixed the Auto-analysis graph option in chat where generating a graph from a dataset/query fails instead of producing the expected chart.

• Chat: Respond in the User’s Account Language
  Updated chat intros + responses to follow the language set in the user’s account (ex. French), with a fallback to English when needed. (Includes optional secondary translation call when required.)

Dec 7 - V.0.7.13

• Agentic AI: Clearer Video Component Name
  Updated the Video Annotation component label to “Agentic AI Video Processing with LLM Prompts” for clearer, more consistent naming.

Dec 6 - V.0.7.12

• Custom Agents: Iterator, Graph, and ML Components Working Again
  Fixed an issue where iterator, graph, and ML components weren’t working in Custom Agents due to JSON parser changes. These components now run normally again.

Dec 5 - V.0.7.11

• User Management: Clearer Permissions Selection
  Updated the Permissions page to make access levels easier to understand and manage. Selecting a higher permission now highlights included lower levels, hover states better reflect hierarchy branches, and delete actions include clearer confirmation feedback.

• Custom Agents: Video Annotation Fixes & UI Updates
  Improved the Video Annotation component with reliability fixes (including missing marks and deleted images still processing) and updated the UI so key actions like Undo Last Draw and Generate Defect Analysis sit alongside Update/Cancel for a smoother workflow.

Dec 4 - V.0.7.10

• Welcome Page: Dashboard Graphs Replaced Auto Analytics
  Updated the Welcome page to remove outdated Auto Analytics links and replace them with a direct path to Dashboard graphs, including progress/check indicators based on whether a user has created a graph.

• User Management: Sub-Admins Can Manage Business Users Across the Admin Hierarchy
  Updated User Management so Sub-Admins can view and edit Business users created by the Admin and other Sub-Admins within the same Admin hierarchy—while keeping Sub-Admin visibility appropriately restricted.

• General UI/UX Improvements
  Made several layout and workflow improvements across the system, including: reducing excess whitespace on subscription plan pages, clarifying the final steps for Calendar/Email add-on installs, removing a non-functional “Finish” button, and adding a proper Close/Cancel control to the Component Builder while improving its fit on standard screens.

• Datasets: Hide or Disable Inactive Datasets in Inputs
  Prevented inactive datasets from appearing as selectable options in Custom Agents, Chat, and graph creation (or grey them out so they can’t be used).

• Upload: Fix Suggestions Not Appearing on Beta
  Restored the suggestions popup after file uploads on beta, and updated the experience by removing “Suggested AI Agents” and instead showing the uploaded file name/type with relevant suggested actions.

• Custom Agents: PowerPoint Generator Fails After LLM Prompt Engineering
  Resolved a workflow issue where the PowerPoint Generator can’t correctly consume/use output from an LLM Prompt Engineering step—causing the run to fail.

• Datasets: Expand Supported Dataset Options
  Explore and add support for more common dataset file types (ex. .xlsx, .xls and other widely used formats) to broaden what users can upload/use.

• Datasets: Add AWS S3 as a Data Source
  Allow users to connect to Amazon S3 buckets and import files into DataPeak (including handling required access permissions/keys).

Dec 3 - V.0.7.9

• User Management: Permissions Tab UI Improvements
  Improved the Permissions tab layout and usability by moving the Update button to the top-right, reducing excess whitespace between hierarchy levels, and adding clearer confirm/cancel actions with consistent styling.

• User Management: Usability Improvements + Deactivate Actions
  Improved the User Management experience by adding a Deactivate user action, showing deactivated status in the table, refining button order (Cancel → Submit → Deactivate), fixing missing button borders, and improving confirmation animations (including failure states).

• Chat: Always Show Which Mode Is Selected
  Made the chat bar clearly display the current mode (Data, Graph/Auto Analysis, or Help) at all times so users don’t accidentally ask data questions while stuck in Help mode.

• Custom Agents: Email Component Fails in Debug Mode
  Fixed an issue where the Email component won’t run when stepping through a workflow in debug/parameter mode (running components one-by-one).

• Microsoft Add-ons: UI Text Now Follows Selected Language
  When users switch the add-on language (ex. to French), the surrounding UI text updates too—across scheduler, summarizer, and future add-ons.

• Localization: Clean Up English/French Coverage Across the Site
  Improved overall localization so language switching works consistently before/after login, and all system text properly translates (without weird symbol/placeholder replacements).

• Chat: Microsoft Office Connector Data Must Work in Chat
  Ensure Word/Excel/SharePoint (and other Microsoft Office connectors), whether uploaded or cloud-connected, can be used in chat for questions and (where possible) graph creation.

• Data Connectors: Airbyte Connections Can Get Stuck Loading
  Fix cases where Airbyte database connectors hang on “connecting” after credentials are submitted instead of completing the connection and pulling data.

Dec 2 - V.0.7.8

• Agentic AI & Datasets: Small UI Text & Spacing Improvements
  Made a set of polish updates across Agentic AI cards and dataset views, including improved spacing around actions, clearer modal titles (e.g., “Set Permissions”), and cleaner copy/formatting in the View Dataset modal (including “Download” text and row count formatting).

• Custom Agents: Email Parameter No Longer Resets on Save
  Fixed an issue where the Email component would overwrite a manually entered email address with the account email after saving. Email parameters now persist exactly as entered.

• Localization: Improved Language Switching Across the Platform
  Refined the language selector experience across DataPeak. Languages are now limited to English and French in key locations (pre-login, add-ons, and user settings), the language toggle is easier to find on the Welcome page, and localization behavior is more consistent across add-ons and LLM experiences.

• Tables: Faster Scrolling for Wide Datasets
  Improved the reusable table component to better handle large datasets by supporting virtualization for both vertical and horizontal scrolling. Tables continue to show a preview (up to ~200 rows) with full data available via download.

• Custom Agents: Long Descriptions No Longer Break the Canvas
  Fixed an issue where long component descriptions could push UI elements off-canvas. Descriptions now truncate with an ellipsis (…) and can be viewed in full on hover.

• Microsoft Add-ons: Localization Support
  Added localization support for Microsoft add-ons so they can either be set during setup or inherit the user’s language settings.

• Enterprise Plans: Subscription Page Hidden Where It Doesn’t Apply
  Enterprise Admin users no longer see the Subscription page in Settings (Business Admins still do).

• Help Links: Replace YouTube Videos with the New Help Center
  Replaced outdated YouTube help links across the platform with page-specific links to the DataPeak Help Center, ensuring each page points to the correct guide.

• Chat Help Mode: Add Reminder to Switch Modes
  Added a bullet to Help responses reminding users to switch to another chat category (ex. Data) after they finish asking Help questions—reducing confusion when they expect data answers.

• Tokens & Limits: Enforce AI Tool Access Based on Token Limits
  Implemented guardrails so when a user hits token limits (account/hierarchy/user), AI tools (Chat, Custom Agents, graphs, VisionLLM, etc.) are restricted and the user gets a clear message to contact their admin.

• Datasets: Keep Filters Applied After Actions + Add “Pin” Option
  Fixed an issue where saved/applied filters disappear after running actions on a dataset. Filters now stay applied, with an added pin option to persist them even when navigating away and back.

• Permissions: Graph + Datasheet Access Should Update for New Child Levels
  When a new child hierarchy level is added under a level already assigned access, graphs/datasheets should automatically include that new level in permissions.

Dec 1 - V.0.7.7

• Microsoft Teams Connector: Transcripts Now Load Correctly
  Resolved an issue where the Microsoft Teams connector could return no results—even when the user owned the transcripts. Transcripts and recordings now load as expected after connecting and setting dates.

• Text Processing: Now Supports PDFs and Word Documents
  Expanded text processing components (like summarization and keyword extraction) to work with PDF and Word (DOCX) files—beyond CSV/TXT—so they’re usable for more document-based workflows.

• Custom Agents: Clear Hover Labels for Agent + Component Actions
  Added hover text to action icons in Custom Agents so it’s clearer what each button does (ex. Edit, Copy, Share, Delete for agents, and Delete, Help, Configure for components).

• Custom Agents: Default Category Now Shows as “Custom”
  Updated the default Custom Agent category to display with proper capitalization (Custom instead of custom).

• Custom Agents: DataPeak Assistant Updated for New Components
  Updated the Custom Agents assistant so it understands the latest component set and the new workflow approach (including the removal of the JSON parser), making it able to generate correct workflows again.

• Accounts: Remove Default 0 Token Limit for New Users
  Fixed new account defaults so Business users aren’t blocked by a 0-token limit (they should inherit the plan’s monthly tokens), and Enterprise users don’t have a limit unless one is set.

• Welcome Page: Updated Cards + Links to Current Features
  Refreshed the Welcome page so obsolete items are replaced with current destinations (ex. Auto Resource Allocator, Data Cleaning/Preprocessing), updated carousel content (ex. “Agentic AI”), fixed outdated links (Users & Permissions → User Management), and redirected “Add Dataset” to the Data Connector tab.

• Help: Update DataPeak Help Link + Add Chat Link
  Updated the in-app Help links to open the current FactR help page in a new tab, and added a Chat link that also opens in a new tab for faster support access.

• Datasets: Docx Files Can’t Be Viewed on Beta
  Fixed/addresses an issue where uploaded (or connected) Word documents fail to render in the dataset viewer and throw an error instead of displaying normally.

• Datasets: Bring Back Base Versioning on Creation
  Re-introduced initial dataset versioning so every new dataset starts with a baseline version to help track changes over time.

• Tokens: Set Token Limits Per User
  Updated the token limiter so Admins can set usage limits per individual user (and view current per-user limits alongside tokens used) for better control and monitoring.

• Tokens: Set Token Limits Per Hierarchy Level
  Added the ability for Admins to set token limits by hierarchy level so groups of users collectively draw from a shared limit—once reached, token-spending features are restricted for that group.

• Data Connectors: Add Connector Images on AutoML Page
  Added proper connector imagery/icons on the AutoML page (Data Management) so the Data Connector section doesn’t show placeholder visuals and feels more polished.

• Custom Agents: Add “Best Use” Explanations for LLM Model Choices
  When users pick a model inside components like LLM Prompt Engineering, show a short description explaining what each model is best for—so people can choose confidently without guessing.

• DataPeak UI: Agentic AI Page Cleanup + Layout Fixes
  Improved the Agentic AI page for demo-readiness by: shortening the “Data Transformation and Normalization” label so cards align, removing the blue “Custom Agents” strip styling, removing the extra scrollbar, and moving categories into a side menu.

• Custom Agents: Confirm Before Deleting an Agent
  Added a confirmation modal when deleting a Custom Agent so it can’t be removed instantly by accident.

• Custom Agents: Fix Edit Icon Overlapping Agent Name
  Adjusted spacing so the edit icon no longer overlaps the Custom Agent name in the Agentic AI list.

• Datasets + Chat: Organize Files by Category
  Added file-type categories (based on extension) to the Datasets table, and grouped/sortable dataset selection in Chat by category (images, video, audio, text, etc.) so it’s easier to find the right file fast.

• Data Connectors: Separate Options for Images, Video, and Audio
  Created dedicated connector “boxes” for image/video/audio uploads that only accept the right file types—making it obvious these formats are supported and keeping workflows cleaner.

• Chat: Make Dataset Selection Way Easier to Navigate
  Improved the dataset picker UI in chat so large lists (especially with long filenames) are easier to scan—using a more structured layout instead of one long, painful dropdown/list.

• Custom Agents: Add a Back Button to Return to the Agent List
  Added a clear “Back” action on the Custom Agent workflow page so users can quickly return to the Agentic AI list without hunting or losing their place.

• Datasets: Fix White-Screen Crash When Viewing Certain Files
  Resolved an issue where viewing certain uploaded (and API-connected) datasets could cause the page to go white. Instead, the system should show a real error message with guidance.

• Datasets: Add a Refresh Button Above the Table
  Added a refresh control above the datasets table so new uploads/changes can appear immediately without forcing a full page refresh.

• Custom Agents: Rename Components to More User-Friendly Names
  Updated component labels to clearer, more descriptive names (ex. CSV Cleaner → Data Cleaner, Prompter → LLM Prompt Engineering, PPTX → Powerpoint (PPTx), etc.) to reduce confusion and improve demo clarity.

• Custom Agents: Fix Rename/Component Changes Not Persisting After Refresh
  Fixed a bug where agent renames and component add/remove updates wouldn’t show after a page refresh unless you left the page and returned.

• Localization: Backend Support for Emails + Errors
  Extended localization beyond the front-end so emails, database strings, and backend error responses can also be translated.

• Custom Agents: Debounced Name Saving
  Stopped the system from saving the Custom Agent name on every keystroke by adding a short debounce delay before the API request fires.

• Settings: Fix the Help Page
  Fixed the broken Help link in Settings so it no longer white-screens and instead routes users to a support/ticketing/contact experience.

• Custom Agents: Auto-Number Duplicate Agent Names
  When a user creates an agent with the same name as an existing one, automatically append a number (ex. “Agent 2”) so lists stay readable.

• Custom Agents: Scheduled Agents Don’t Send Email Notifications
  Fix an issue where scheduled runs don’t send emails (either via the “email notification” scheduling checkbox or the Email component), even though manual runs work.

• Datasets: System-Generated Files Should Show Real File Size
  Replace the placeholder “1 MB” size on system-generated datasets with the actual dataset size.

• Datasets: Support Large Uploads via API for Enterprise
  Enable API (and version uploads) for very large datasets (50MB+), and ensure those datasets can be used throughout the system afterward.

• Custom Agents: Debug Mode “Reset All Components” Button
  Add a button in debug mode to reset all components while keeping parameters, so users don’t have to reset each one manually.

• Datasets: Auto-Number Duplicate Dataset Names
  When a dataset name already exists, automatically create the new one as Dataset (1), Dataset (2), etc., instead of throwing an error.

• Datasets: Download in Multiple Formats
  Let users choose file format (CSV, JSON, etc.) when downloading datasets (noting OCR downloads may not support this).

• Data Connectors: Deleting Connectors Throws an Error
  Fix an issue where deleting any connector from My Data Connectors fails with an error and the connector isn’t removed.

• Reports: Add DataPeak Logo + Link to Generated Files
  Ensure all system-generated documents (including LIDA outputs and PDF reports from Custom Agents) include DataPeak branding (logo + website link) in the header or footer.

• Datasets: Preprocessing “New Version” Doesn’t Appear
  After running the preprocessing agent and saving as a new dataset version, the new version doesn’t show in Datasets—so users can’t view it.

November 2025

Nov 21 - V.0.7.6

• Chat: Multi-File Queries Can Reduce Accuracy
  When users query multiple datasets at once (especially mixed file types) in Chat—particularly using math operations—responses can become less accurate or fail to return.

Nov 17 - V.0.7.5

• Custom Agents: DataPeak Assistant Restored
  Fixed the DataPeak assistant for Custom Agent workflow creation so it responds properly again and can generate workflows as expected.

• UI: Data & Users Sidebar Needs Scroll on Small Screens
  On smaller screens, allow the Data & Users sidebar to scroll (or reflow) so lower menu items remain accessible.

October 2025

Oct 16 - V.0.7.4

• Microsoft Add-Ons: Rename Tabs for Clearer Office365 Branding
  Renamed the Microsoft add-on tabs to consistent, clearer labels (Office365 AI Calendar Add-On + Office365 AI Email Add-On) so the settings UI matches what the add-ons actually are.

Oct 14 - V.0.7.3

• AutoML: Handle “No Datasets” State Correctly
  When a user has no datasets, the AutoML page should show the proper empty state instead of attempting to run the AutoML generation graphic.

July 2025

July 18 - V.0.7.2

• Custom Agent: PowerPoint Presentation Generator
  Added a component for the Custom Agent that can create PowerPoint presentations through the use
  of attached written documents and prompts provided by the user.

July 16 - V.0.7.1

• Custom Agent: Forecast Suggestions
  Added a new component that give forecast suggestions based on the accuracy of the comparisons.

June 2025

June 27 - V.0.7.0

• Custom Agent: Allow for Custom Agent to create it's own components
  Now allows for Custom Agents to create their own components for use on the system.

June 18 - V.0.6.5

• AANA Forecasting Integration - DataPeak Implementation
  Implemented a forecasting component into DataPeak that allows the user to generate a forecast
  using machine learning models on historical data.

• AANA Forecasting Integration - Modal Improvements
  Researched and prototyped modal improvements for the AANA forecasting experience to streamline
  interaction and clarity.

May 2025

May 16 - V.0.6.4

• Task Log Sidebar
  Adds a page that lists a log of all actions taken in the system, including Custom Agent activity, dataset uploads, and more, so admins can quickly review what happened and when.

May 09 - V.0.6.3

• Custom Agent: Iterator file compatibility

  The Iterator now works with multiple input files. When a run produces multiple outputs, you can download one or all files, and export in different file types, making multi-file jobs simpler and more flexible.

• Custom Agent Component: Allow for multiple input datasets
  Lets the Input node in a Custom Agent accept multiple datasets at once, so an agent can work across several sources in a single run.

May 08 - V.0.6.2

• Custom Agent Component: JSX Attribute Retrieval
  Adds a component that retrieves attributes from JSX elements and returns them as output.

• Custom Agent Component: Group JSON

  Adds a component that groups JSON data to help clean up and organize messy structures.

• Custom Agent Component: Convert Nested Json to Structured JSON

  Adds a component that converts deeply nested JSON into a more structured format for easier use.

• Custom Agent Component: HTML input value parser

• Adds a component that pulls values from HTML (e.g., inputs) so data can be extracted directly from HTML sources.

• Custom Agent: Find relationship in data and group together using relationship

  Adds a component that detects relationships in your data and groups items based on those connections.

May 05 - V.0.6.1

• Custom Agent Component: Data Relationship Comparison

  Adds a component that compares two related datasets/fields to identify how records connect, highlight differences, and help merge related items when appropriate.

• Create Report AI Agent
  Adds a Report AI Agent that can generate reports from selected data and export as PDF or save/share the report inside the system for other users.

• Research and integrate IBM Cloud Object Storage
  Integrates IBM Cloud Object Storage as a supported data source, so teams can connect buckets and use them as dataset inputs inside DataPeak.

• Create AI Workflow Automation Agent
  Creates an AI Workflow Automation agent that can run multi-step tasks automatically, including tasks like processing data and generating graphs as part of the workflow.

• Create dataset upload for SAP
  Adds a dataset upload button for SAP, letting users authenticate and connect their SAP data directly into DataPeak.

May 04 - V.0.6.0

• Speech to Text item for Custom Agent chat
  Adds speech-to-text input to both the Custom Agent generation chat and the regular chat, so you can speak your prompts instead of typing.

• Custom Agent: Stream creation of Custom agent using chat

  Enables live, step-by-step streaming of a Custom Agent being created from chat prompts, so you can watch components and settings appear in real time as they’re added.

• Data Merge: Allow for adding AI Suggestions to Column Selection

  In AI Data Merge, once suggestions are generated for which columns to join, you can now apply those suggestions directly to the Column Selection step, saving time and reducing manual picking.

• Create starting templates for getting started with agents on platform
  Adds starter templates built from existing user-created agents. You can pick a template and customize it, making it much faster to get up and running with agents anywhere in the system.

• Custom Agent Component: CSV file cleaner
  Adds a component that parses CSVs more reliably by separating values on commas while ignoring commas inside data fields, reducing broken columns and cleanup work.

• Custom Agent Component: Data Merger for Inventory
  Adds a Data Merger component for inventory workflows so outputs from multiple nodes can be combined into one, solving the prior limitation where you couldn’t merge results across nodes.

• Custom Agent: Debug Process
  Adds a debug run for Custom Agents: you can execute steps and see how they behave before saving configurations and running the full agent, making it easier to spot issues early.

• Custom Agent Component: Expiration Date Tracker
  Adds a component that tracks expiration dates in your datasets, especially for perishable inventory, and helps prioritize items that should be used before they expire.

• Custom Agent Component: Stock Optimization Component
  Adds a component for stock optimization within Custom Agent workflows, helping set reorder points and safety stock levels so inventory stays balanced without stockouts or excess.

• Custom Agent Component: Demand Forecasting
  Adds a component that lets Custom Agents predict future demand for a chosen period using historical sales data, so you can plan inventory and operations with more confidence.

• Make custom AI agents using chat
  Lets you build Custom Agents directly from chat: describe what you want in natural language and the system assembles the agent for you. You can still drag-and-drop to edit if you want finer control.

• Custom Agents: Integrate Agent Deployment Notifications
  Lets you add deployment notifications to a Custom Agent, so when the agent runs it can notify the agent owner, specific emails, or linked user accounts automatically.

• Custom Agent Component: Allow emailing results
  Adds an option in Custom Agent workflows to email the results of a run, including setting the content, subject, and recipients right inside the workflow.

• Custom Agents Component: Allow for generating charts/graphs using data
  Adds an option in Custom Agent workflows to generate charts and graphs directly from the data flowing through the agent, so visual outputs are produced as part of the run.

• Custom Agent Component: Allow agents to give text summary of data
  Adds an option in the Custom Agent workflow to output a plain-text summary of the data the agent receives, handy for quick overviews before deeper analysis or exports.

• Custom Agents Component: Add option for creating reports
  Adds a reporting option to Custom Agent workflows so an agent can export results as PDFs, Word docs, or Excel files directly from the run.

• Allow for editing, deleting, and publishing of agents
  Lets users edit, delete, and publish Custom Agents so they can be shared and used by others across the workspace.

• Dataset integration Options
  Researches and sets up data connection options so customers can choose their storage and pull data into DataPeak from the most appropriate sources.

April 2025

April 30 - V.0.5.10

• Allow for using voice to text in Agent creator and Chat

  Adds an option to use voice-to-text in both the Custom Agent creator and the main Chat, so users can speak prompts instead of typing.

April 22 - V.0.5.9

• Implement Microsoft Office data connectors
  Adds native Microsoft Office data connectors, enabling DataPeak to connect to and pull data from Office sources for use in workflows and analysis.

• Workflow Automation Options
  Explores options for configuring automations in DataPeak, defining actions and triggers so workflows can run automatically based on preset conditions.

April 21 - V.0.5.8

• Custom Agent: Add component to search internet for information
  Adds a component that lets a Custom Agent search the web and return relevant information to answer a user’s question.

April 14 - V.0.5.7

• Research swapping AI client to Cohere, Ollama or other option
  Explores replacing the current OpenAI setup with Cohere, Ollama, or another provider, evaluating performance, cost, and a potential Canada-based stack to reduce reliance on U.S. systems.

April 10 - V.0.5.6

• Custom Agents: Allow the agent to run either on a schedule or a specified number of times
  Lets you choose how often an agent runs: set a recurring schedule (e.g., hourly, daily) or run it a fixed number of times, giving you control over timing and recurrence.

April 07 - V.0.5.5

• Allow for pushing data to Airbyte Connector destinations
  Enables pushing data out of DataPeak to supported Airbyte destinations (per the registered connectors), so pipelines can write back to external systems, not just read from them.

March 2025

March 13 - V.0.5.4

• Custom Agents: Allow for the looping of sections
  Introduces an Iterator component so an agent can loop a section of its workflow, processing multiple rows or multiple input files one-by-one through the same connected steps.

March 06 - V.0.5.3

• Custom Agent Component: PDF Download
  Adds a component that lets a Custom Agent generate and download a PDF of its results, including summaries, charts/graphs, and other outputs, so you can share or archive the outcome of a run.

March 03 - V.0.5.2

• Agent Execution Log page
  Adds a dedicated page that lists logs for every agent run, so you can review past executions and diagnose issues without digging through system logs.

February 2025

February 10 - V.0.5.1

• Custom Agent: Add searching for components
  Adds a search bar to the Custom Agent creation flow so you can quickly find specific components across all categories.

• Custom Agents Component: Integrate LIDA for asking questions of agents and generating infographics
  Adds an option to use LIDA with Custom Agents for asking questions about data and generating infographics/visuals, similar to Auto-Analytics.

• Setup new User Management Hierarchy
  Revamps the User Management Hierarchy so admins can mirror their company structure and assign role-based permissions to individual users more clearly.

• Allow chat to give summary of agents
  Adds an option in Chat to summarize your Custom Agents, showing what each agent does, plus quick links to the agent itself and to the full agents list.

• Setup Data Management sidebar for uploading and modifying datasets
  Adds a Data Management sidebar to streamline uploading and editing datasets from one place.

• Data Preprocessing Agent Features
  Adds new preprocessing capabilities to the agent: identify column types, show sample values, count unique values, and compute min/max/sum, making data inspection much faster.

January 2025

January 29 - V.0.5.0

• Custom Agents: Integrate Data Connectors
  Allows Airbyte data connectors to be used inside Custom Agents, so agents can pull from connected sources directly.

November 2024

November 06 - V.0.4.0

• Create resource allocation agent
  Creates a resource allocation agent that assigns resources based on historical data, helping plan workloads more effectively.

• Data Cleaning and Preprocessing Agent
  Creates an agent that cleans messy data into the right columns and rows, standardizing structure before analysis or export.

• API dataset improvements
  Improves API datasets with options like setting keys for the response path and selecting which array values to use, making extraction more precise.

• Allow DataPeak to generate output API
  Allows DataPeak to generate output APIs from entered data, so results can be accessed programmatically.

June 2024

June 21 - V.0.3.1

• Allow for Admins to set fixed targets for all graphs
  Lets admins define fixed target values for graphs, based on the grouping used in each chart.

• Allow for setting the min/max range for graphs
  Lets admins define minimum and maximum value ranges on graphs during creation, so axes reflect the desired scale.

• Allow for duplicating data sheet templates
  Lets admins duplicate existing data sheet templates so new versions can be created quickly without rebuilding from scratch.

May 2024

May 8 - V.0.3.0

• Allow for chart/graph/table creation and mathematical operations to be performed with simple commands
  Lets chat create charts, tables, and run math from simple commands, and improves guidance when something can’t be executed, so users get clearer feedback on what went wrong and how to fix it.