Sapience Changelog For Developers
Changelog for developers coding against the Sapience API and SDKs.
This change log gives developers a single place to go to see all changes accross apps, API, and SDKs for the Sapience ecosystem.
Table of Contents:
2026
May
2026.05.08 -- Chat Input > Plan Mode From the Thinking Dropdown
Plan mode used to be armable only by pressing Shift+Tab in the chat textarea — undiscoverable for anyone who didn't know the shortcut. There's now a "Plan mode" checkbox at the bottom of the Thinking dropdown that toggles the same on/off state, so both surfaces drive one indicator chip above the input.
2026.05.08 -- Sapience Agents > List Projects and Project Files
The Sapience Agents (OpenAI, Anthropic, Google) now have two new tools: List Projects and List Project Files. Ask "what projects do I have?" or "what's in my Q3 Roadmap project?" and the agent returns a structured answer instead of guessing via substring search.
2026.05.08 -- Mobile > Crash Fix on Power-User Accounts
Mobile users with very large workspaces (hundreds of projects/files/conversations) sometimes saw the app crash and reload in a loop ~10–20 seconds after launch. The local search snapshot was overflowing the renderer's memory ceiling on iOS Safari / Android Chrome. Mobile now keeps a smaller in-memory index instead of writing the snapshot to IndexedDB. Search still works for the rest of the session.
2026.05.07 -- Calendar-Scheduled Meetings > Notetaker Auto-Dispatch
Connecting your Google or Microsoft calendar now reliably auto-dispatches a Sapience notetaker bot to your scheduled meetings, for both Zoom and Microsoft Teams. Previously the underlying webhook was not wired up, so calendar-scheduled bots did not actually fire. The fix has been applied retroactively to all existing connected calendars — no action required.
2026.05.07 -- Chat Input > Type / to Activate a Skill
Type /skill-name directly in the chat input (e.g. /brainstorming, /website, /animated-slide-deck) and pick from a prefix-filtered dropdown. Skills were previously only activatable from the Skills picker in the message composer. Also new: a Brainstorming skill that gets the agent to explore intent and requirements before jumping to implementation.
2026.05.07 -- Sidebar > Get Help Link
Added a "Get Help" entry under Help & Documentation in the chat sidebar that opens the same support panel that's available from the menu's Support & Help submenu.
2026.05.06 -- Files > Deep Links With ?openFile=<uid>
Any Sapience URL now accepts ?openFile=<file-uid> and opens the file's info card on top of the current page — works in emails, notifications, and shared links, whether the user is already in the app or arriving cold. Canonical form: /next/#/files?openFile=<uid>.
2026.05.06 -- Meetings > Recordings Section on Meeting Notes
After a meeting note is published, a ## Recordings section is now appended to the note with deep links to the captured audio and video files. One click takes you straight from the meeting note to the playable file.
2026.05.06 -- Notes > Filter Dropdown Visible in All Views
The Notes filter dropdown was only rendered in the card view; it's now visible in the list and database views as well, so the same status filter applies regardless of which layout you're using.
2026.05.06 -- Menu > Manage Submenu
The top-level menu has a new Manage flyout containing Shares and Scheduled Jobs (previously top-level entries). AI Store has moved to second-from-bottom, directly above Log out.
2026.05.06 -- Settings > Top Toolbar
The Settings & Customization modal now has a slate-blue top toolbar with the title, Save, and close buttons — the previous bottom Save/Cancel footer is gone. The Settings & Customization menu also flies out into Agent Settings / Account Profile / Advanced for direct deep links to each tab.
2026.05.05 -- Meet Now > Topic Required
The Meet Now modal now requires you to enter a "Topic of meeting (name)" before submit. The resulting note is named YYYY-MM-DD - <your topic> instead of the generic YYYY-MM-DD - On-Demand Meeting.
2026.05.05 -- Calendar > Upcoming Meetings Skip / Attend Toggle
The Upcoming meetings list now shows an explicit "Attend" label next to the existing Skip toggle, making clear which side of the toggle means "the bot will join" vs. "the bot will skip this one."
2026.05.05 -- Views & Reports > Scheduled Jobs View
Added a built-in "Scheduled Jobs" view to Views & Reports — a second access path alongside the existing Settings entry, for review and reporting use. The "My Agents" and "My Skills" built-in views have been hidden; their content is reachable via the Everything view.
2026.05.05 -- Meetings > Better Notification Email
The post-meeting notification email now contains the meeting digest inline — action items above the summary, then the deep link to the full note. Previously the email contained only the link.
2026.05.05 -- Meetings > Audio Recording On, Video Off by Default
Calendar-scheduled bots now record audio only by default. Video capture is opt-in per user via Settings. Audio is sufficient for transcription and most playback; opting out of video by default reduces storage cost and meeting-bot footprint.
2026.05.05 -- Meetings > Group Chat Flag on Conversations
A new is_group_chat flag persists across reloads, browsers, and shared chat links — fixes a bug where re-opening or sharing a group chat caused the AI to start replying to messages it shouldn't have.
2026.05.04 -- Calendar > Sapience Meetings Calendar Integration
Connect your Microsoft 365 or Google Workspace calendar once and a Sapience notetaker auto-joins every meeting on your calendar that has a recognized conferencing link (Zoom, Teams, Google Meet). Per-meeting Skip toggle on the Upcoming list lets you pre-empt the bot for sensitive 1:1s. Available to Power Users and above.
2026.05.04 -- Files > Versioning, Edit Button, and Version Column
Editing a Markdown or HTML file now creates a true new version of the file (preserves the original filename, archives previous bytes) instead of producing -v2 siblings. The /#/files grid has a new Version column showing v1, v2, etc. Each row has an inline Edit button next to Preview. The HTML editor's Save button has moved into the header (top-right) so it's always reachable.
2026.05.03 -- Files > Date Created and Date Modified Columns
The /#/files grid now shows two date columns: Date Created and Date Modified. Both use smart relative formatting ("Today", "Yesterday", "3 days ago", then dd/mm/yyyy). The previous "Date Modified" column was actually showing the created date — that label/data drift is fixed.
2026.05.03 -- Files > New Text or Markdown File
The /#/files actions dropdown has a new New ▸ entry that fans out to "Text File" and "Markdown File". You're prompted for a filename (extension auto-appends), the file is created in the currently-navigated folder, and the markdown editor opens immediately on the new file.
2026.05.03 -- Meetings > Convert Audio/Video File to a Sapience Meeting (Mode 3)
The Meet Now & Notetaker modal has a new "Convert audio/video file to a Sapience Meeting" link. Upload an existing recording (or pick from your cloud files) and Sapience will produce a meeting note from it — same output as a live notetaker session.
2026.05.02 -- Meetings > Meet Now & Notetaker Modal (Alt+M)
A single new modal lets you (a) drop the Sapience Notetaker into a meeting that's running NOW by pasting a Zoom/Teams/Meet/Webex URL, or (b) discover and copy your unique inbox address (<your-token>@agents.sapiencecloud.ai) for forwarding calendar invites. Includes a one-click vCard download to save the inbox address as a contact. Triggered by Alt+M anywhere in the app.
2026.05.01 -- Desktop > Idle-Aware Update Reload
The desktop apps now reload silently to pick up new web bundles when you've been idle for ≥10 minutes with no active chat streams. If you stay busy long enough that the reload window passes, you'll get a toast prompting you to reload manually instead.
April
2026.04.30 -- Chat > Auto-Retry on Streaming Timeout
When a chat streaming send hits the 4-minute server timeout, Sapience now automatically switches the conversation to long-poll mode and re-sends a follow-up message asking the agent to deliver the synthesis — instead of leaving you with a red error. The retry message renders in italic / muted style so you can see it happened.
2026.04.30 -- File Info Card > Get Full Text Button
The FileInfoCard now has a "Get Full Text" button next to AI Summary's Regenerate. Opens the raw extracted text in a wider 80% / 1200px-max dialog with action buttons moved to the top of the card. The viewer also has a "Not right? Click to re-run text extraction" link if the extraction looks wrong.
2026.04.29 -- Views & Reports > Bug Sweep + DevExpress Migration
The Views & Reports runner is now powered by DevExpress DataGrid (filter/search/header-filter popups, virtual scrolling, multi-column sort, column chooser, Excel export). Five user-reported bugs fixed: Recent Activity now uses the dashboard's Activity Feed; Shared With Me uses the real shares list; Projects (tree) uses the existing tree component; task priority renders as a coloured badge instead of raw JSON; views now fill the page width.
2026.04.29 -- Project Conversations > Show Real Owner
The "Created By" column in a project's Conversations tab now shows the real username for the active user's own conversations instead of "Unknown".
2026.04.29 -- Folders > Delete Folders Containing Notes
Deleting a folder that contained notes (or other Sapience objects) was failing with "Cannot delete: has 1 non-deleted children" even when the folder appeared empty in the grid. The delete now correctly cascades through every type of content pinned to the folder.
2026.04.29 -- Skills > Animated Slide Deck Visible by Default
The Animated Slide Deck skill is now visible in the user-facing Skills picker. The skill has been live since 2026.04.23 — visibility was held back while the artifact quality stabilised.
2026.04.28 -- Files > File Versioning
Files now keep all versions instead of overwriting on re-upload. Re-uploading a file no longer loses the original — every previous version is browsable. New endpoints to list, fetch, and download a specific version. The /list endpoint accepts ?include_versions=true to surface every version row in one call.
2026.04.28 -- Meetings > Personalised Bot Name
The Sapience notetaker bot now joins meetings as {first_name}'s Sapience Notetaker (e.g. "Ken's Sapience Notetaker") instead of the generic "Sapience Notetaker", so you can tell which bot is yours when several notetakers from different vendors are in the same call.
2026.04.28 -- Agents > Path-Style Filenames and Create Folder Tool
Agents that produce files can now save them into a nested folder path in one step (e.g. /Reports/2026/Q2/summary.pdf) — Sapience auto-creates any missing intermediate folders. New explicit create_folder agent tool for explicit hierarchy scaffolding.
2026.04.28 -- Views & Reports > Initial Release
A new Views & Reports sidebar entry (preview, Power User and above) ships with five built-in views — All My Tasks, Meeting Transcripts, Recent Activity, Shared With Me, Projects (tree) — plus a 3-step wizard for creating saved views with a 12-operator filter language across Tasks, Notes, Files, Projects, Folders, Goals, and Conversations.
2026.04.28 -- Languages > Hebrew (עברית)
Full Hebrew localization shipped. All UI strings translate to modern Israeli Hebrew, with proper RTL rendering for chat bubbles. Brand and technical terms (Sapience, GPT, Claude, API, etc.) stay in Latin script as in the Arabic pack.
2026.04.28 -- Files > Edit Markdown Files in /#/files
The same "Edit" capability that existed for HTML files now works for Markdown files (.md). The Settings → Advanced flag has been renamed to Preview: Edit Files (HTML, Markdown). New "Overwrite existing file?" checkbox (default ON) — saves replace the original filename and archive previous bytes as .bak.
2026.04.27 -- Mobile > Silent Re-Auth (No Biometric Prompt)
Mobile (iOS / Android Capacitor) now uses true OS secure storage (iOS Keychain Services, Android Keystore + EncryptedSharedPreferences) for silent re-authentication. The previous biometric prompt is gone — credentials are restored silently after the JWT expires, with no Face ID / fingerprint prompt to interrupt you.
2026.04.27 -- Settings > Project Group Chat (Preview)
New "Preview: Project Group Chat" toggle in Settings → Advanced. When enabled, clicking "+ New Conversation" in a project's Conversations tab shows a choice dialog: "Chat with Project Agent" or "Group Chat with Team Members". When off (default), the click goes straight to the project agent, as before.
2026.04.27 -- Project Conversations > "+ New Conversation" Spawns Multiple
Clicking "+ New Conversation" in a project a second time used to silently no-op (a deduplication key collision). Now it correctly spawns a new chat each click. If you click on a conversation that's already open elsewhere, you get a "Chat is already open" toast instead of a silent no-op.
2026.04.26 -- Notes > Insert External Content (Iframely Embeds)
With the new "Enable Embeds" toggle in Settings → Advanced, the Notes editor's Insert menu has a new "Insert External Content" item. Paste a YouTube / Google Sheets / Loom / Figma / etc. URL and the embedded preview appears inline in the note. Powered by Iframely — supports the full Iframely provider catalog.
2026.04.25 -- Notes > Chat With This Note
With the "Enable Chat with this Note" toggle in Settings → Advanced, every note gets a "Chat with this note" button that opens a chat scoped to just that note's content. The agent has the full note in context.
2026.04.25 -- Notes / Projects > URL-Bound View Switching
The Notes and Projects pages now bind the active view to the URL: /#/notes?view=card, ?view=list, ?view=db (and the same three for projects). Browser back/forward works across views; views are now deep-linkable. The "Show Projects" checkbox state is shared across all three Notes views.
2026.04.24 -- Notes > Inline Playable Voice Audio (Preview)
With the "Inline playable voice audio" toggle in Settings → Advanced, the voice recorder in the note editor gains an "Also insert playable audio" checkbox. The recorded audio is embedded inline as a player in the note (not a separate file), so it travels atomically with the note when shared.
2026.04.24 -- Menu > Support & Help Submenu
The top-level "Report an Issue" menu item is now grouped under a new Support & Help submenu with two children: Get Help (opens the live chat support panel) and Report a Problem. The Report-a-Problem modal also gains a red "include a screenshot" nudge — problems reported without screenshots will be addressed slowest.
2026.04.18 -- Notes > Public Link Controls
The note view now shows two independent rows: Shared: (for user-to-user and org-wide shares) and Published: (for public web links). Each chip click opens its own modal directly. When a note is published, the row shows a Quasar toggle (ON) plus a one-click Copy URL button. Toggling OFF revokes the public link with a confirmation dialog.
2026.04.18 -- Tasks > Add Related Resource Picker
The Task / Goal "Add Related Resource" affordance now opens a unified picker with Notes / Files / Tasks tabs, multi-select checkboxes, and a "Create new Note related to this {Task|Goal}" first-row option. Click "Link N items" once to attach everything in a single batch — previously each note had to be linked individually.
2026.04.18 -- AI Store > Public Marketing Page
The AI Store is now embeddable on the marketing site at a new public, unauthenticated URL (/#/public/agent-store). Visitors can browse every globally available agent and skill without signing in.
2026.04.18 -- Agents > Claude Opus 4.7 Selectable
Anthropic's Claude Opus 4.7 (released April 16) is now selectable when creating or editing an agent, and as a per-chat model override. The Sapience Agent's default flavor has migrated from Opus 4.6 → 4.7.
2026.04.18 -- Files > Edit HTML From File Preview
With "Preview: Edit Files" enabled, opening an HTML file in the file preview modal now shows an "Edit HTML" button in the header. Saves produce a new sibling file (foo.html → foo-v2.html → foo-v3.html) so the original is preserved.
2026.04.17 -- Menu > Report an Issue
A new "Report an Issue" feature lets you submit a textarea description plus a paste-or-upload screenshot. The report is captured via Sentry with the last 50 console log lines, current route, active agent, and user context attached.
2026.04.17 -- Banner > Opus 4.7 Announcement
A thin announcement strip now appears at the top of the app for one-time announcements (the first one is the Opus 4.7 release). Dismissing it persists per-user-per-browser.
2026.04.17 -- Projects > Drag and Drop on Card View
Drag a project card onto a folder card to move the project into that folder. Drag a folder card onto another folder card to nest folders. Cycle prevention is enforced server-side.
2026.04.17 -- Agents > DGEP Excellence Model Agent
A new global agent — DGEP Excellence Model Agent — has been added to the Agent Store. Bilingual EN+AR. Embeds the Dubai Government Excellence Model 2024 (3 pillars, 9 criteria, ~17 sub-criteria), the 2026-cycle Elite Model, and a complete bidirectional DGEP↔EFQM 2025 mapping table. Delegates EFQM-only deep questions to the EFQM Model 2025 Expert Agent automatically.
2026.04.16 -- Projects > Folders for Projects
Projects can now live inside folders. Create or rename folders directly from the Projects page; drag projects between folders; the project's internal task/goal/note/file tree stays independent of the browsing folder hierarchy.
2026.04.16 -- Files > Show Notes Toggle
A "Show Notes" checkbox in the /#/files toolbar (mirrors the existing "Show Projects" pattern) surfaces your notes as synthetic file rows, folder-aware, with a teal "article" icon. Click any note row to preview, or click Edit to jump straight into the markdown editor.
2026.04.15 -- Languages > Japanese (日本語)
Full Japanese localization shipped. All UI strings translate to native Japanese; brand names (Sapience, GPT-5.4, Claude Opus 4.7) and technical tokens stay in Latin script.
2026.04.15 -- Languages > Bahasa Melayu
Full Malay (Malaysian Bahasa Melayu) localization shipped — same pattern as the other language packs.
2026.04.15 -- Chat > Japanese and Hebrew Response Languages
Japanese and Hebrew can now be selected from the per-message response-language dropdown in chat. Hebrew automatically gets RTL rendering with proper bidirectional isolation, matching the existing Arabic behaviour.
2026.04.13 -- Notes > Card View Polish
The /#/notes card view gets a 20px gap between the folders grid and the notes grid; note cards are pinned to a fixed 320px height so varying tag/description lengths no longer leave uneven rows; and every note card now has a hover tooltip showing the full title, description, tags, author, word count, scope, project, and last-updated date.
2026.04.13 -- Shared Projects > Folders Now Visible
A user with a share on a project owned by someone else previously saw no folders in the project's Files or Notes tab. Folders inside shared projects now appear correctly for share recipients on first load.
2026.04.12 -- Sidebars > Favorites First
Notes, Projects, and Conversation History sidebars now sort favorited items to the top (with their yellow star), then by recency.
2026.04.12 -- Files > Drag-and-Drop Files Onto Folders
You can now drag selected file rows onto folder rows in the project Files tab and in the main /#/files view to move files between folders. Folder-into-folder drag works too. Moving a user-scoped file or folder into an org-scoped folder prompts for confirmation and promotes it to org scope.
2026.04.12 -- Files / Folders > Right-Click Context Menu
File and folder rows now have a right-click context menu with Rename and Delete actions, available across the /#/files grid, the project Files tab, and inline folder lists.
2026.04.12 -- Files > Shared Folder Icon
Shared folders (org-scoped, team-scoped, or sharer/sharee with explicit shares) now render with a yellow folder icon plus a small person badge in the lower-right, distinguishing them from your private folders at a glance.
2026.04.12 -- Settings > Auto-Open Editable Notes
A new "Auto-open Editable Notes" setting (cloud-backed, follows you across devices) controls whether editable notes open directly in the editor or in reader mode by default. Read-only / shared / org / global notes always open in reader mode regardless.
2026.04.12 -- Voice > Chrome iOS Recording Fix
Voice recording on Chrome for iOS used to silently capture empty audio (the modal showed "Listening…" but transcription returned empty). Fixed by switching iOS to the native MediaRecorder API with AAC encoding instead of the WebKit-incompatible ScriptProcessorNode path.
Thing | Where, What & How |
2026.04.11
Chinese language pack | Settings > Localization > Chinese
You can now select Chinese for the GUIChinese was supported as an output option for the main Chat interface, but the overall user interface could not be changed to Chinese from the localization menu. This is now supported fully (i.e. chat in Chinese, as well as view all the GUI labels in Chinese). |
2026.04.11
Folders in Project Files | Projects > Files > Folders
Added Folder support to Project Files tab.
Folders are supported in the main File System view, and were recently added to the Notes Tab of a Project, but not Files. This has been enhanced so that there is now parity. i.e. you can create Folders within the Files Tab of a Project, and move files to existing folders. |
2026.04.11
User Role Projects | Projects > User Role
Can create Projects now (again).
We had made a change in Feb where the creation of Projects was restricted to Power User and above. This has been reverted and User role can now create Projects again. |
2026.04.10
Bug Fixes | Bug Fixes
1. Org scoped skills now reliably show to all org-users; 2. Markdown files now have their own icon; 3. Issue with Gemini model invocation failing silently fixed; 4. Token count tracking code improved for all AI vendor consumption through MBAAgent. 5. Fixed content extraction bug afecting large files. LlamaCloud and LlamaParse fully removed from system (unreliable) and Tika now only parsing pathway. 6. Scroll to bottom blue button restored in the main Chat interface |
2026.04.05
Sapience Coding Agent | AI Store > Coding > Sapience Coding Agent
Now visible and selectable.
The Sapience Coding Agent is what powers the Data Analyst Agent, as well as HTML rpdouction for landing pages, slides and dashboards. It is now directly selectable instead of being an invisible helper Agent. Can use it to code almost anything, including quizzes, games, and interactive training experiences. For most users, you are better off leveraging it through a task-specific Agent like the Data Analyst. |
2026.04.05
Agent Favorites | Favorites > Agents
You can now Favorite an Agent just like other Sapience objects.
When chatting with an Agent you can favorite it from the top bar in the Chat interface. You can also right click an Agent in the sidebar. Favorited Agents are 1) shown in the favorites section; 2) shown first in the Agent part of the sidebar; and 3) shown with their own filter in the Agent Browser Modal |
2026.04.05
Sapience Onboarding Agent | Agent Browser > Help
New Agent designed to onboard new clients.
This Agent walks users through a 12-part learning series, to master all parts of the Sapience system. The Agent can also administer quizzes to test the user’s knowledge and answer questions about Sapience. At its heart is the 12-part learning sequence, around all major modules of Sapience (Files, Notes, Project, etc). |
2026.04.04
Save as PowerPoint | Agents > Skills > Slide Output
Ability to save slides as pptx File in chat.
There are many ways to create PowerPoint files in Sapience, but none of them match the visual impact of what the Slide Output skill delivers in inline chat or with published webpages. Now, when you have the Slide Output skill equipped, right under the output is a “Save to powerPoint” button. This creates a pptx file from the DOM in realtime, lcoally (so its fast adn should match what you see in the brwoser or Sapience Desktop). |
2026.04.01
New EFQM Agent | AI Store > Excellence > EFQM 2025 Agent
Much improved Agent that is an expert on teh EFQM 2025 Model.
The new EFQM 2025 Agent has been available for several weeks and is now the “main” EFQM expert Agent, replacing “Radar”. Its also available in the AI Store under the Excellence category. |
2026.04.01
EFQM Scores Expert | Agents > EFQM Org > AB Scores Agent
An Agent that can work with AssessBase data. |
March
Thing | Where & Why | What |
2026.03.28
Sapience Support Agent | Agents > Tech Support > Support Agent
Now visible rather than just a tool. | Previously, the Sapience support agent was a helper available to other agents, and also available via the help button in the bottom right of the GUI. There is now a new category in the Agent browser called “Tech Support” and the Sapience tech support agent is there. For ease of access it is available via support@agents.sapiencecloud.ai as well. This is also a useful sales case study, showing companies how they can build powerful customer support Agents. |
2026.03.27
Drag Tasks to Goals | Projects > Task List
Can now drag and drop tasks into goals or sub-tasks. | Previously, drag and drop of Tasks was supported in the Eisenhowever and Kanban views, but not on the regular Task List in a Project. You can now drag a Task to a Goal or a Sub-Goal. |
2026.03.27
Brotli compression std | Main JSON Return APIs
Made Brotli level 5 the default. | Previously endpoitns used mix of gzip and brotli. Brotli level 5 now standard on all the heavy API endpoitns (files, conversations, agents, etc). |
2026.03.23
Better Team of Agents | Chat - Parallel Agent Teams (sub-Agents)
Faster, better, more reliable teams of Agents | Re-wrote the parallel Agent querying engine, so that Agents calling other Agents is more robust, with better error recovery, and faster with async parallel execution. To use it, ask Agent1 (e.g. Sapience Agent) to use the “appropriate expert agents to research” XYZ, making sure that XYZ does in fact map to the different expert Agents in the system. It will run up to 5 parallel Agents in a team, await the combined-but-parallized run, and then synthesize a response from the sub-Agents. |
2026.03.23
New Store Agents | AI Store > Agents
Lean / Six Sigma. Saudi KAQA Excellence model. Revamped EFQM 2025 Model expert. Medical Research Agent. Baldrige Excellence Model Agent. | Launched a series of new Agents built by the Sapience team. Medical Research uses PubMed and other reputable sources (Healthcare category). Legal Research is a powerful legal research agent that is good for many jurisdictions. The Lean Six Sigma Black Belt Agent is an expert on all things Six Sigma. The KAQA Agent is an expert on the Saudi national excellence model. The Baldridge Agent is expert on the USA’s Excellence model. |
2026.03.23
New local search system | Dashboard > Sapience Search. Or Alt+F Anywhere
Completely new search system that is near-instant. | We re-wrote the entire search stack. Now when you run a local search from the Dashboard, or using the Alt+F global shortcut key (Option + F on Mac) you now get a much better search experience in terms of speed, and results display with near realtime performance. |
2026.03.22
Bulk Edit View in Tasks | Projects > Tasks & Goals > Bulk Edit View
Allows you to edit lots of tasks in a grid similar to excel with freetext on some fields and dropdowns | If you want to make a lot of edits to a lot of different tasks all in one go the current system is slow as it requires you to open each task. There is now an excel-like editor for making many edits all at once, added as another view (peer of Eisenhowever, Kanban etc). |
2026.03.21
Project Export & Import | Projects > Export/Import Project
Allows owners or Project Admins to export project to a Sapience file (*.sap). | Full binary file format for a custom file type of Sapience data. Creates a compressed and encrypted archive file (.zip) that contains all the metadata (json) and file data (bytes) in a single compressed and encrypted archive. ZSTD compression. |
2026.03.21
Upload files in Projects | Projects > Files
The user can now directly upload files into a Project | Previously, the User had to upload a File to Sapience Files prior to being able to add it to a Project. This is streamlined so that the user CAN select files already in thier filesystem, OR they can upload Files directly into a Project.
Note: it does NOT let the user upload a folder here. For that, use the Filesystem. |
2026.03.21
Change Desktop Folder | Sapience Desktop > File System Integration
User can now change where stored. Also changed default & added check for other tools. | 1) the app now defaults to the %USERPROFILE% folder on the machine, i.e. one level up from Documents where it used to be created;
2) the app now checks for onedrive, google drive or dropbox and if the User is trying to install Sapience Files in one of those paths it will give an error and warn the user
3) in the Desktop Settings window, the user can now use the “Change Location” button to move their Sapience Files folder to any path on their local machine. |
2026.03.20
Decommissioned efqm | efqmtechnology.com gone
Confusing separate infrastructure. | Removed this cluster and put in 301 redirect to main cluster. |
2026.03.19
Stop voice button | Dashboard > Talk (realtime voice)
Red button now stops speech when clicked. | Previously, hitting the red button stopped the session from listening to the microphone, but did not stop the speech currently underway. Now it does, and allows you to get the system to stop talking if its a really long answer. Also tuned the prompts to make shorter spoken answers the default. |
2026.03.19
Folder support in Notes | All Notes, Plus Notes tab in Projects
Now have folder support with nested folders. | Folders previously only operated within the file system space. Now folders are global and visible in the All Notes view, as well as sub-folders from within a project. Just like in the Files space, Project Folders are shown as blue, versus system folders as yello. |
2026.03.18
Heading shortcuts in Notes Editor | Notes Editor > Heading Styles
Can now use #, ##, ###, as intellisense heading markers | If you type # in a Note (with a space after it) it will automatically convert that line to Heading 1. Use ## for Heading 2 and ### for Heading 3 (same as common markdown editors and Notion, Evernote, etc) |
2026.03.16
Get style guide tool | Agent Tools > Get Style Guide
New tool allowing Agents to check for an org-scoped style guide | For Agents that are producing presentation outputs, websites and landing pages etc, it is desirable for the Head of Marketing to be able to provide a style guide that all Agents should follow. It searches for an org-scoped Note that continas “styleguide” in its display title, and then follows the rules there. |
2026.03.15
Added sub-goal support | Projects > Goals (now also sub-goals)
Can have sub-Goals nested within Goals. | For bigger and more complex projects, its desirable to be able to create sub-goals inside primary goals, which makes goals and Sub-Goals almost like a folder-tree system for managing tasks. Only two levels now. |
2026.03.15
See Projects in All Files | All Files View, Show Projects
Can opt to see Projects alongside folders. Blue. | Projects contain files, similar in concept to Folders. Now, when in the #/files route/view, you can click the checkbox to “show Projects” and all Projects that the logged in User has access to show as blue folders under the yellow “real Folders”. Folders can be recursively nested. Project “Folders” cannot be. |
2026.03.14
Windows Explorer Shell Shortcut | Sapience Desktop:
Easy navigation to the Sapience Files system | Throughout Windows, in all explorer (the build-in file browser of Windows) there is now a “folder” installed as a shell extension so that Users see “Sapience” next to This Computer, Network etc. Similar to Dropbox/GDrive. |
2026.03.12
Create Global Note Tool | Tools Registry
Project Agents have been able to create Project Notes, and regular Gen3 Agents could create files, but not Notes. This lack of parity is now closed. | Any Agent in the system can now create an SoPage / Note object as part of their work. Allows user to say “save that as a Note” or variations thereof. |
2026.03.14
Added Folder Upload | Browser App + Desktop App
Common request from power users. | In the browser, for those browsers which support it (not all) there is now the option to upload a full folder of files. The desktop has 1st class support for folder upload via the Filesystem integration and now through GUI. |
2026.03.14
Added async endpoint for adding files to project | Sapience API
Adding many files to a project can take a long time and his a timeout in most frontend callers. | There is now POST /api/v2/sapience/add-file-to-object-bulk?async_mode=true. This returns immediately with a 202 and an ID, allowing caller to poll job.
Three options:
1. Desktop GUI: folder upload via Desktop GUI (best user experience)
2. Desktop Integration: right-click support in Sapience Desktop on folders (power users)
3. Browser: Upload a folder in browser, through web app (if supported) - most users. |
2026.03.10
Added People Data Labs integration | Tools + External API Integrations
For the Sales Development Rep Agent, its the #1 source of person and company enrichment data (used by Clay etc) | There is a new tool, not enbled by default, that can be turned on in certain agents (like the SDR agent in the store). Allows it to get very high fidelity information about humans, as well as companies, including email addresses in many many cases. |
2026.03.10 -
Sales Development Representative (SDR) Agent live | Agent Store
Useful Agent to be available to new users “out of the box” and great demonstration of the PDL integration. | There is a Sales Development Rep (BDM) Agent in the Agent Store, under the “Sales” category. It can research contact information including emails, as well as do deep enrichment of company data. |
February
This log was started in March 2026. All prior changes are covered in the monthly release notes archives.