3.6.1 Jan 2026 Release Notes
Published Jan 24, 2026.
Release Notes
This release includes changes to Skills, improvements to Notes, and a series of additional documentation resources.
New Helpdesk Articles
1. Delegate Work to Project Agents
2. Using Sapience with Automation Tools
3. Data Analyst Agent for Visualizations
4. Whiteboards & Diagramming
5. Sapience Skills
6. Multi-Agent Orchestration (Team of Agents)
7. New Database View for All Notes
8. Database View for All Projects (with Drilldown)
9. Encrypted text in Notes
10. All My Tasks View
Changes To Agents System:
Agent Features & Tools:
Improved Delegate to Agent Workflow: Sapience makes working with humans a lot easier. But a huge productivity unlock is using the Delegate to Agent feature of the system. This has been made even easier, and we now let you see the internal scratchpad and Agent notes that get written to a Task when you use the Delegate to AI feature. See the link to the article in the table above. Here is a dedicated article:
Create powerpoint file: Now available in the Sapience Agent (global ), it can create PowerPoint files on demand. Note that there are two ways you can create a PowerPoint file with Sapience. One is to use the Agent Feature for it, where it uses its save_powerpoint tool behind the scenes to actually create a physical PowerPoint file. This works well on some agents, but be aware that its not yet perfect at formatting so you will likely need to tweak the file. Here is a dedicated article (scroll down to section on Slides):
Slides mode Skill: Added as a global skill, and different to the Save Powerpoint tool. The Slides Skill often produces better/prettier slides, but renders them in the main Chat interface as in-line HTML. You can copy and paste to your own decks. This is NOT creating a physical powerpoint file like in #2 — this is giving you inline data that you can copy and paste. Why use this and not the create file option? Because slides mode will often give you prettier/nicer slides. Read more here (scroll down, and make sure to expand screenshots).
Custom Skills for Users: Claude Code’s “skills.md” is lighting the internet on fire, but they’re catching up to Sapience and still way behind. We’ve had skills since 2024 ;-). With this update we have made skills easier to use - without sacrificing any of the power. We’ve opened it up to the User role (previously Org Admin and Power User only). Sapience has always used skills under the hood, and that is most visible in the user-selectable output mode, which are really global-scoped skills, whereby detailed and structured instructions are given to the AI Agent as a hidden user message (and sometimes appended to the system and developer instructions sent to Agents). Now, you can define your own user-scoped or org-scoped Skills yourself. Think of this as letting you have the ability to infinitely customize Sapience’s output modes, or even how it runs. The key innovation is combining core agent information (it knows about all skills, from the user, the org and globally) but it doesn’t load the detailed information about a given skill until it needs it. Think of this as saving 1 or 2 pages worth of prompt instructions to the system, so you can use it again and again (and therefore is thematically similar to the Templates system of Sapience which is pervasive). To learn more about this superpower, read this article:
Integration Tools for Zapier, Make & n8n: New rich and powerful suite of Agent Tools, which together make up the “External Integrations” Feature which you will see in the Agent’s Features card. These tools are designed to let Sapience Agents play nicely with 3rd party systems, like Zapier, Make.com and n8n. Learn more about this feature here.
Changes to Sapience Notes
Sapience Whiteboards (aka Diagramming)
Whiteboards (Diagramming): A big part of Sapience’s promise to our Users is that Sapience “works just like you do”. We’ve always supported notes and meetings and emails and files… but the “whiteboard session” is an executive and leader staple that has been missing from Sapience. We got sick of how kludgy diagramming is in general (ever tried to build a flowchart in PowerPoint?) so we did what we do… and we built a better diagramming tool! Use it to create mind maps, org charts, mockups or anything else you would do on a whiteboard! Read this article to learn more:
Project Links In Notes Views: On the main note/page viewer, a Note now identifies which Project it belongs to if it has a parent Project. There is a linkbutton allowing the user to go directly to the parent Project if desired. This data is also included in the All Notes card view.
Add Note to Project: From the main Note viewer, in the More dropdown menu, there is now an action allowing you to add an existing Note to an existing Project. Note that this only works if you are the owner of the Note.
All Notes Database View: We have added a third view for “All Notes” alongside card view (default) and list view. Database View provides advanced functionality like powerful filters, grouping and data export. All of the features you’re used to in Excel (like creating a filter for ‘contains’, or ‘does not contain’, or grouping rows) is available here.
Encrypted Text (private key encryption): Ever wished you could store sensitive information (credit cards, account passwords) in Sapience but weren’t sure about it? Now you can do it with confidence. Encrypted text in Notes works just like the feature in Evernote for those that are familiar. It uses military grade encryption to store data in a way that no-one can access it without the decryption passphrase. Just dont forget your passphrase!
Changes to Sapience Projects
Tasks
Added global All My Tasks View: working on multiple Projects? Given work to others? Want a single view that shows you all your work, either work you’ve given to other humans or AI Agents as well as your own? The new “All My Tasks” view is for you. This is linked to from the main Dashboard. Its got an array of powerful features. Check out the screenshots below, and the docs for this new productivity enhancer.
Here you can see this is displaying all Tasks accross all Projects where the user is either the creator of the Task or is listed in the Assigned To on the field. Note that you can expand this to fullscreen, and it uses our new Database View. This lets you powerfully search any field, use dropdown filters, use date range filters, or powerful logic like “contains” filters, or “does not contain” filters. See the help article above for more information about the Database View, which is now available for All Notes and for All Tasks.
