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Changelog — Week of March 17, 2026

New features and items

Agents & Tools

  • Added generic PSA request tools for Autotask and Halo, giving agents the ability to make arbitrary API calls to your PSA
  • Added Find ITGlue Organizations and Create ITGlue Document tools, enabling agents to look up and create documents in ITGlue directly
  • Added support for marking time entries as non-billable via the Add Time Entry tool
  • Added support for updating asset and email CC list fields on Halo tickets
  • Added Halo ticket outcome support, allowing the agent to select the correct outcome when resolving tickets
  • Renamed Microsoft License tools to be vendor-agnostic, reflecting broader licensing support
  • Agent tools reorganized and consolidated into clearer groups

Dispatch

  • Added ConnectWise holiday list support — dispatch now avoids scheduling technicians on holidays
  • Added business days option for the dispatch workload lookback window
  • Dispatch now enforces SLA deadlines when selecting scheduled time slots

Workflows & Triggers

  • Added Priority Changed trigger option for all PSAs
  • Dynamic field filters now applied before the entity limit, so workflows receive the most relevant tickets

Integrations

  • Exchange Admin role now auto-assigned after Microsoft consent, removing a manual setup step
  • Restored ITGlue Runbook Export as a documentation source
  • IT Glue synced documents now carry PSA company ID metadata for better search relevance
  • Added excluded resources management for Autotask PSA webhooks

Dashboard

  • Added permission group write settings (toggles, text, number, dropdown) for integration permissions
  • Added Select All to multi-select dropdowns
  • Improved integration error messages with shorter text and clickable doc links
  • Featurebase SSO — single sign-on access to the feedback portal from the dashboard

Insights

  • Insights annual ticket estimation now uses a reliable data window, improving accuracy for newer clients

Bug fixes and improvements

Agents

  • Fixed an issue where in/notIn filters failed when converting lists of names to IDs
  • Fixed an issue where directive phrasing in tool descriptions could override custom instructions
  • Fixed a crash in the reranker on malformed LLM output

Dispatch

  • Fixed an issue where technicians with auto-update disabled were incorrectly excluded from dispatch

Workflows

  • Fixed an issue where Halo portal replies were not detected as customer replies (CUSTOMER_REPLIED trigger)
  • Fixed an issue where Halo PSA 400 errors crashed workflows instead of being handled gracefully
  • Fixed an issue where Autotask sub-resource writes incorrectly validated body-level fields
  • Improved Autotask webhook defaults and auto-exclusion of admin resources
  • Webhooks now fail fast with a clear error on insufficient PSA permissions

Integrations

  • Fixed an ITGlue flexible assets sync crash by splitting processing into separate activities
  • Fixed an ITGlue sync crash from oversized embedding batches with token-aware batching
  • Added distributed rate limiting for Datto RMM API to prevent throttling

Halo PSA

  • Fixed an issue where calendar parsing failed when all days were set to the same schedule
  • Fixed scheduling fields and metadata not surfacing correctly on Halo tickets

Dashboard

  • Fixed a crash when selecting a PSA group for Autotask/Halo clients during agent creation
  • Fixed the field restrictions toggle not saving correctly
  • Fixed multi-select dropdowns closing on scroll
  • Fixed Permissions column layout alignment
  • Billing section now greyed out for trial clients

Search

  • Fixed similar tickets returning an empty message on the dashboard when all results were filtered out