# Release Notes

We regularly update to deliver performance improvements, new features, and critical fixes.

## April 1, 2026

#### 🚀 New Features & Improvements

**App**

* **Magic Wand:** When setting up and configuring a Knowledge Base, Lumi AI can now automatically suggest field types and descriptions based on your data. This makes getting a Knowledge Base ready faster, and reduces the manual effort of configuring each field.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F8u9z16vJvF77lbGm6ivq%2FScreenshot%202026-04-01%20at%204.21.27%E2%80%AFPM.png?alt=media&#x26;token=c5b0d4ac-d177-4c37-a154-6e92ab8698e9" alt=""><figcaption></figcaption></figure>

* **Tour Guide:** A new in-app guided experience helps new users get oriented quickly. Step-by-step tours are now available for Chat, Boards, the Query Builder, Knowledge Base setup, and Human Verification.
* **Auto Org Switching:** Users with access to multiple organizations are now automatically directed to the right organization context, removing the need to manually switch.

**Chat**

* Chat Filters are now applied and visible right away when starting a new message, making it easier to scope your analysis from the start.
* A support nudge prompt now appears during a chat session to help users get assistance when they need it.
* General improvements to the chat input experience including cleaner status indicators when Lumi is working on a response.

**Query Builder**

* **Add to Query Builder:** You can now send a query directly from a Chat response into the Query Builder with a single click, making it easy to move from exploration to deeper analysis.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FKnCvCbIalqKBCWcaMJcv%2FScreenshot%202026-04-01%20at%204.22.44%E2%80%AFPM.png?alt=media&#x26;token=140dd8f6-2deb-440f-a564-448db3b0bb0d" alt=""><figcaption></figcaption></figure>

* Queries can now be deleted from the Query Builder sidebar, with a confirmation step to prevent accidental removals.
* New queries now open with a default title of "New Query" to keep the sidebar organized.
* The query timer has been moved to a more prominent position outside of the visualization area for better visibility.

**Boards & Visualizations**

* Tables on Boards now support downloading data as a CSV or Excel file directly from the view.
* Visual polish improvements including fixes to pie chart legend display in card detail views.

**Knowledge Base (KB)**

* Table columns in the Knowledge Base are now resizable, making it easier to browse tables with long field names or values.
* KB locks are now tied to active sessions, so locks are automatically released if a user navigates away or closes their browser, preventing tables from getting stuck in a locked state.

**Notifications**

* A new weekly round-up email gives users a regular summary of activity, keeping teams informed without needing to log in.
* Email summary frequency can now be configured in user settings.
* Notification toasts now navigate to the relevant destination when clicked.

**Integrations**

* Azure Synapse Analytics is now a supported data source connection, expanding the range of warehouses teams can connect to Lumi AI.
* Azure SQL Database and Microsoft Fabric connections are now supported via Entra ID authentication, with options for both user and service principal auth modes.

### 🐞 Bug Fixes

**Chat**

* Resolved cases where question block icons were not reflecting the correct loading or cancelled state.

**Query Builder**

* Fixed an issue where iteration links were not rendering correctly for the first iteration in a session.
* Resolved a timezone handling issue that could affect query results.

**Knowledge Base (KB)**

* Resolved a scrolling issue with the context table footer.

**Boards & Visualizations**

* Fixed a pie chart legend clipping issue in the card detail view.

**General**

* Various improvements to reliability, performance, and UI consistency across the app.

### March 1, 2026

#### 🚀 New Features & Improvements

**Chat**

* The Chat getting started page now surfaces your recently used Knowledge Bases, making it faster to pick up where you left off.
* The prompt helper button is now visible on the Chat getting started page once a group is selected, giving users quicker access to suggested prompts.
* Users can now navigate directly to the full chat thread from within the verification section for better context when reviewing responses.

**Query Builder**

Query Builder is Lumi AI's dedicated SQL development environment, with Lumi AI acting as a context-aware Copilot alongside it. It's designed for analysts who want direct, code-first control over their queries while still benefiting from AI assistance grounded in their organization's Knowledge Base.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FFcFDRCZUOpHBcQrzs3w1%2FScreenshot%202026-03-19%20at%2010.22.39%E2%80%AFAM.png?alt=media&#x26;token=ccb1d61d-9517-4729-8c75-cadcb8c98e4f" alt=""><figcaption></figcaption></figure>

The key capabilities are:

* Dedicated SQL editor for writing, testing, and iterating on queries with full control over joins, filters, and calculations
* Contextual AI Copilot that understands your schema and business context to help generate or improve queries
* One-click debugging that automatically diagnoses and resolves SQL errors
* Tracked iterations so every query version is saved and can be revisited or rerun
* Publishing to Boards to share validated insights across teams

**Boards & Visualizations**

* An export button is now available when a visualization component is in edit mode, making it easier to share your work.
* Editing the visualization mode inside a card modal is now restricted to the board creator, preventing unintended changes by other users.

**Knowledge Base (KB)**

* The KB connection tab now correctly shows the deployable demo option where applicable..
* The Users tab now separate admins from standard users and contributors, matching the layout in Admin Management. Empty-state helper text has also been added.

**Admin / Settings**

* The usage visualization now displays the complete set of days for the current month, even when usage data is empty for some days, giving a clearer picture of activity over time.

#### 🐞 Bug Fixes

**Chat**

* Fixed a text formatting issue on the Knowledge Base welcome page.
* Fixed an issue where thread creator information was missing from thread list responses.

**Query Builder**

* Fixed saving issue for visualization edits made to visualizations in the Query Builder are now persisted, so your customizations carry over between sessions.
* Fixed a timezone handling issue in the Query Builder.
* Fixed a metadata mapping issue affecting field types.

## February 1, 2025

### 🚀 New features & improvements

#### App

* **Chat file upload**
  * This latest feature is designed to help teams extract insights across both structured databases and unstructured files in a single workflow.
  * Lumi can analyze PDFs, CSVs, and spreadsheets alongside your existing warehouse data, enabling questions and insights that span multiple sources without additional ingestion or setup. [Learn More](https://www.lumi-ai.com/post/chat-file-upload)

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F4hlKkKP15MIdcASpyQyf%2FScreenshot%202026-01-30%20at%203.06.59%E2%80%AFPM.png?alt=media&#x26;token=6ac8cae2-e563-432a-9fd4-73c5012fae04" alt=""><figcaption></figcaption></figure>

* **Chat filters**
  * Chat Filters give teams precise control over how analyses are scoped within a single conversation.
  * With Chat Filters, you can select fields from your knowledge base, apply specific values, and have those constraints injected directly into the SQL Lumi generates. Filters apply only to the active conversation, allowing you to refine and rerun analyses without changing your data model or creating permanent filters. [Learn More](https://www.lumi-ai.com/post/chat-filters)

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FS9QfdyvCFp3Qa7B6b5Sx%2FScreenshot%202026-01-30%20at%203.08.06%E2%80%AFPM.png?alt=media&#x26;token=6b4390ef-9148-40dd-ae1b-8e3b69e2522b" alt=""><figcaption></figcaption></figure>

* **General UI & UX Polish**
  * Improved progress and status updates during longer-running workflows.
  * Enhanced multi-org account management.
  * Better database-specific optimizations for AWS Athena and Redshift.

### 🐞 Bug fixes

* **Boards**
  * Fixed issues with board card placement/auto-placement, including after deletions.
  * Fixed an issue where the boards sub-navigation could fail to appear.
  * Multiple UI polish fixes across boards and visualizations (action buttons, legends/tooltips, styling).
* **Knowledge Base (KB)**
  * Improved KB table UX (layout issues, table preview issues like truncation, and cleanup of duplicate anchors).
* **General UI & UX Polish**
  * Pagination and user detail performance improvements.

## January 1, 2025

### 🚀 New features & improvements

#### App

* **Boards and visualizations**
  * Smoother “save & layout” behavior on boards, including prompts when opening cards while you have unsaved dashboard changes.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FOs4Ex2TUiBkiSJ8ge135%2FScreenshot%202026-01-05%20at%201.46.59%E2%80%AFPM.png?alt=media&#x26;token=e013dc73-447c-4d46-aee2-d458bddc08da" alt=""><figcaption></figcaption></figure>

* Better card creation from visuals, including support for creating board cards directly from KPI-style visuals.
* Improved attribution and clarity, like showing an owner tag on dashboard cards.
* Scheduling UI enhancements (e.g., clearer schedule indicators/tags for boards).
  * More chart rendering and formatting improvements, including:
    * Better handling of negative/zero values (e.g., labels and area charts).
    * Improved KPI formatting and editing, including quicker access to the editor.
    * More consistent data label rendering across chart types.
    * Stronger “field formatting” support so tables and charts stay consistent.
* **Chat**
  * Improved multi-threaded workflows so complex results are easier to read and navigate.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FddPNbKaD5dyXC3FYNuB2%2FScreenshot%202026-01-05%20at%201.47.52%E2%80%AFPM.png?alt=media&#x26;token=2f16069d-b572-4628-8b3f-ca8e1c891137" alt=""><figcaption></figcaption></figure>

* Better chat filters, including more discoverable filter selection and stronger validation of filter values.
* Friendlier chat input UX (tooltips, cleaner controls) plus better scrolling behavior for large nested results.
* Safer file upload experience with client-side file size limiting and general upload reliability improvements.
* **Knowledge Base (KB)**
  * More flexible KB table exploration, including:
    * Refreshing tables outside of edit mode.
    * Sticky headers and resizable layouts for easier browsing.
  * Improved join and field handling, keeping join field order stable and reducing friction when updating relationships/fields.

### 🐞 Bug fixes

* **Chat**
  * Fixed issues with chat filters (menu behavior, expand/collapse polish, and general reliability).
  * Addressed cases where chat blocks could duplicate or display inconsistently.
  * Fixed cases where key chat input actions (like cancel) wouldn’t appear properly.
  * Fixed chart label issues (including pie labels and negative-value label placement).
  * Fixed formatting edge cases (including decimals and KPI display/truncation).
  * Reduced cases where visualizations could appear empty or fail to update correctly.
* **Boards**&#x20;
  * Fixed table vs. chart rendering mismatches inside card details.
  * Fixed dashboard position saving issues.
  * Fixed cases where returning to a board could incorrectly reopen a previously viewed card.
* **Workflows**
  * Improved handling of missing/optional metadata fields to avoid unexpected errors.

## December 1, 2025

### 🚀 New Features & Improvements

#### App

* **Dashboards and visualizations**
  * We’re excited to introduce a major upgrade to Lumi visual&#x73;**:** a fully enhanced graphing experience built to make working with data more intuitive and powerful.
  * With this release, you can now create, customize, and share visuals directly within Lumi, all with greater ease and flexibility.&#x20;
  * Behind the scenes, Lumi automatically interprets your data and transforms it into compelling charts and graphs.
  * This update is all about giving you more control, clarity, and creativity when visualizing your data.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FwAH41o745GEA2xSaygSr%2FScreenshot%202025-12-01%20at%203.02.20%E2%80%AFPM.png?alt=media&#x26;token=fbad9125-b2dd-4eab-aad4-f692ad9b552b" alt=""><figcaption></figcaption></figure>

* **Multi-threading**
  * A new toggle in the chat input lets you enable multi-threading so Lumi can automatically run follow‑up steps and deeper analysis. This toggle is now on by default.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FlVMgExq7zJftF0C6LaZP%2FScreenshot%202025-12-01%20at%203.07.52%E2%80%AFPM.png?alt=media&#x26;token=95509d36-fc14-48ed-a329-ff22316ae86c" alt=""><figcaption></figcaption></figure>

* **Chat**&#x20;
  * **Stay productive while Lumi is “thinking”**\
    Chat input controls are no longer disabled during long‑running workflows, so you can type your next question while Lumi finishes the current one.
  * **Smarter, clearer responses under the hood**\
    We’ve improved how Lumi plans questions, runs parallel clarifying questions, summarizes empty results, and feeds executed queries into the summarization logic- leading to more consistent, explainable answers.
* **Knowledge Base (KB)**
  * **More reliable previews & save flows**\
    Undefined values, empty table details, and fields without metadata are now handled gracefully in table preview and save flows.
  * **Safer schema editing**\
    When a table field is deleted, any associated filters are automatically cleaned up to prevent broken configurations.
  * **Clearer field typing**\
    The table section now shows canonical field types with a tooltip that reveals the raw underlying type, improving trust in how Lumi understands your schema.
  * **Easier navigation**\
    KB anchor tabs have been moved into the main body of the page
* **Workflow System**
  * **Smarter summaries & more predictable multi‑step workflows**
    * Lumi now handles empty datasets more gracefully, improving the clarity of summaries when data is sparse or missing.
    * Iteration logic and edge cases in workflows have been refined, so multi‑step analyses behave more consistently.
* **General UI & UX Polish**
  * **Visual consistency**\
    Color usage has been standardized across the app, and hover states have been refined for smoother visual feedback.
  * **Better navigation & search**\
    Sub‑navigation search behavior has been improved, and various layout tweaks make it easier to find what you need.
  * **Tooltips & layout refinements**\
    Default tooltip behavior for multiline text and max widths has been improved

### 🐞Bug Fixes

* **Chat & Workflows**
  * Adjusted behavior so chat input remains functional during workflows but is appropriately hidden in shared, view‑only chats.
* **Knowledge Base (KB)**
  * Fixed errors caused by undefined values and metametric fields lacking metadata in table previews.
  * Resolved issues with invalid filters, empty table details, and incorrect tab context being passed during preview refresh or save flows.
  * Ensured KB locks are released when leaving, preventing “stuck” states.

## November 1, 2025

### 🚀 New Features & Improvements

#### App

* **Metametrics**

  * Data exploration tool that provides an immediate overview of every data table you connect, summarizing key metrics such as number of records, number of distinct values, minimum and maximum values, and percentage of nulls

  <figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FEizuJWwIdiKoQwhs5qZK%2Fimage.png?alt=media&#x26;token=73d73874-39ba-477f-b34c-4daaf7147c38" alt=""><figcaption></figcaption></figure>
* **Workflow System**
  * Reattempt logic added to workflows using updated model versions.
  * New error recovery and error diagnostics added to workflows for improved performance.
* **Chat**
  * Chat now renders multi-decimal values with scientific notation and interprets percentages accurately.
  * Chat history explicitly sorted
* **Knowledge Base (KB)**
  * Empty states improved for memories and context.
  * Refresh button added to retrigger table previews and metametrics.
  * Source names are now used as default for new tables.

### 🐞Bug Fixes

* Fixed prompt rephrasing and agent selection failures.
* Corrected string search behavior in array-type fields.
* Fixed tooltip and alignment bugs in chat and visualizations.
* Prevented infinite loops during table previews.
* Fixed sorting logic in visualization cards.

## October 1, 2025

### 🚀 New Features & Improvements

#### App

* **Workflow System**
  * Chat 2.0 rollout with improved workflows.
  * Improved parsing and error handling for LLM outputs.
  * Reattempt logic added for invalid LLM responses.
  * Improved context handling for agents and tools.
  * Updated toggle for "Concise Mode".
* **Knowledge Base (KB)**
  * Improved text and alignment in filter interfaces.
  * Amazon Redshift is now a supported connection system.
* **Human Verification**
  * Rich text editor added for human verification notes.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2Fdkd9RY2nuWQzcoM6wP2l%2FScreenshot%202025-09-30%20at%2011.18.12%E2%80%AFAM.png?alt=media&#x26;token=92da0b97-6363-42c2-b643-e38ffa872228" alt=""><figcaption></figcaption></figure>

### 🐞Bug Fixes

* Added LLM timeout to prevent stalled executions.
* Fixed board deletion failures and frontend blocking issues due to incorrect message structures.
* Addressed workflow failures caused by chat interruptions and improper prompt rephrasing.
* Corrected string search errors and attribute issues in workflows.
* Fixed recursive workflows and null values in knowledge base overview imports.
* Fixed UI alignment in chat.

## September 1, 2025

### 🛠️ In Progress

* **Chat v2:** New block interface for seeing all steps of Lumi AI workflows.&#x20;
* **Boards v2:** Refreshed visualizations and revamped card and board UIs to accommodate upcoming features
* **Metametrics:** Provides additional metadata around connected tables and fields that Lumi is connected to.
* **KB Custom Filters:** Allows users to define custom filteres of tables and views from source data Lumi is connected to.

### 🚀 New Features & Improvements

#### App:

* **Boards**:
  * Added new sorting agent to help determine out of the box sorting on insights.&#x20;
  * Added drill down functionality and card sharing modal
* **Chat**:
  * Improved tab layout in business context blocks
* **UI/UX & General**:
  * Added shadows to navbar items
  * Updated chart theme colors and aggregation labels

### 🐞 Bug Fixes

* **KB Locks**:
  * Fixed race conditions and improved lock propagation
* **Boards**:
  * Resolved dropdown, popover, and layout issues
* **Workflows**:
  * Fixed workflow reattempt logic in shadow mode
* **Chat**:
  * Resolved missing prompt bug

## August 1, 2025

### 🚀 New Features & Improvements

#### App:

* **Knowledge Base Locks**&#x20;
  * Implemented KB locks and session tracking to prevent multiple users editing a knowledge base at the same time.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FinMgvMqeqcHIrWmvb0YC%2FScreenshot%202025-07-31%20at%201.17.28%E2%80%AFPM.png?alt=media&#x26;token=22d31203-a2f1-4c5b-902e-e416d34073da" alt=""><figcaption></figcaption></figure>

* **Human Verification Request**
  * Implemented human verification requests so that users can get admin verification of Lumi responses.&#x20;

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FdWYDk0CaV21hv6gn6ITY%2FScreenshot%202025-07-31%20at%201.21.44%E2%80%AFPM.png?alt=media&#x26;token=da98976d-c3f0-4fc8-bb00-fcdd6fd58e0d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FGdNsZI2BpzyuJZJr9UoN%2FScreenshot%202025-07-31%20at%201.19.32%E2%80%AFPM.png?alt=media&#x26;token=e9667a32-6f6f-4993-b54b-1809a818e6f1" alt=""><figcaption></figcaption></figure>

* **Admin Enterprise Resource Usage Dashboard**
  * Included enterprise resources usage page as well as inactive/internal user filters.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FKmUCS9NdPs31vIDmCMZv%2FScreenshot%202025-07-31%20at%201.20.37%E2%80%AFPM.png?alt=media&#x26;token=17f78e88-2198-464d-859e-bde1fca9b638" alt=""><figcaption></figcaption></figure>

### 🐞 Bug Fixes

#### App:

* Enhanced handling of dropdown and chart toolbar styling.
* Improved icon placement and empty state visuals.
* Introduced max-width constraint and concise mode enhancements for better readability.
* Improved curated prompt UI and fixed scrollbar alignment.
* Better handling of board errors with missing fields
* Better state handling when switching organizations
* KB dropdown sizing for long table names

**Workflows**:

* Various improvements to LLM workflows and SQL generation

## July 1st 2025

### 🚀 New Features & Improvements

#### App:

* **Chat**:
  * Standardized code viewer design across chat versions and boards.
  * Improved styling and behavior for prompt helper.&#x20;
* **Integrations**:
  * Added Athena as a KB connection for possible data source system.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FhnU63hI6vtGYMOB8Ieml%2FScreenshot%202025-07-02%20at%202.41.54%E2%80%AFPM.png?alt=media&#x26;token=36ca9a9c-15af-454c-9c3a-a430b50f32fd" alt=""><figcaption></figcaption></figure>

### 🐞 Bug Fixes

#### App:

* Fixed scrolling and z-index issues affecting UI components.
* Fixed Knowledge Base connection validation when testing connection.
* Fixed formatting menu display issues in chat data tables.

**Workflows**:

* Various workflows bug fixes and performance improvements.
  * Including upgrades to the following agents.
    * ChatStartersGeneratorAgent
    * ChatStartAgent
    * BoardInsightAgent
    * ContextAgent
    * DataFormattingAgent
    * QueryDiagnosticsAgent
    * GroupSummaryAgent

### 🛑 Deprecations

* None

## June 1, 2025

### 🚀 New Features & Improvements

#### App:

* System status is now available directly from within the app, letting users know if there are any conditions affecting the service

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F9riKxgN0TaCzvryF9lWm%2FScreenshot%202025-05-30%20at%201.13.31%E2%80%AFPM.png?alt=media&#x26;token=08bf728c-7ebc-4047-9a39-cdb373356700" alt=""><figcaption></figcaption></figure>

* Subnav menus now support hover activation and pinning.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FfM6sUbVbXsqpNnAkbTDS%2FScreenshot%202025-05-30%20at%201.11.21%E2%80%AFPM.png?alt=media&#x26;token=98d5cda6-9daf-41b4-8db5-6a76d1b8bdbd" alt=""><figcaption></figcaption></figure>

#### **Knowledge Base (KB)**

* **Explicit and implicit joins are now visually differentiated.**

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2Fve6zrFitUNd9UCTiyoDs%2FScreenshot%202025-05-30%20at%201.38.38%E2%80%AFPM.png?alt=media&#x26;token=872cbb5f-e6fc-4d1e-aa86-d751895f5248" alt=""><figcaption></figcaption></figure>

* Implemented a knowledge base editing lock to ensure only one user can make changes at a time, preventing overwrites.

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2F6P85fJZaKyvwuYzDaGwx%2FScreenshot%202025-05-30%20at%201.28.49%E2%80%AFPM.png?alt=media&#x26;token=e17d84e8-97fa-42c7-9510-6e9d9b11b991" alt=""><figcaption></figcaption></figure>

* KB header now includes both date and time.

#### **Chat**

* Displayed null values clearly in chat data tables.
* Enhanced sorting for cards and decimal number columns.
* Scroll handling improved for large previews.

### 🐞 Bug Fixes

* **Chat**:
  * Resolved sorting issues in chat and board components.
  * Fixed display inconsistencies with null values and playbook popovers.
* **Knowledge Base**:
  * Addressed lingering KB creation bugs.

### 🛑 Deprecations

* None

## May 1, 2025&#x20;

### 🚀 New Features & Improvements

#### **Knowledge Base (KB)**

* Enhanced Knowledge Base creation & walkthrough layout with scroll-to-section tabs.
* New "hosted" connection type added in the Knowledge Base Connection tab (selectively enabled, not available to all customers).

<figure><img src="https://1092914297-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbsNNtXffkOLYrtYRQIcx%2Fuploads%2FoQyVKweMl8wdLXahgR3K%2FScreenshot%202025-05-01%20at%2010.25.07%E2%80%AFAM.png?alt=media&#x26;token=54a8e2d3-125c-4d16-af96-cc2a9f1ab36c" alt=""><figcaption></figcaption></figure>

* Helper video link in Knowledge Base tabs for better user guidance.

#### **Chat**

* (Early release) Introduced "string search" a semi-deterministic search of ambiguous terms/identifiers, often used to search/filter specific item, customer, location, brand, etc names. In short, 'string' lookups.
* Upgrades internally to newer OpenAI models in various parts of Chat and other workflows.

#### **Org Management**

* Users can now update duration limits for their organization.

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### 🐞 Bug Fixes

* Fixed issue where the first message in a new chat wouldn't show Lumi workflow process step notification.
* Resolved issue where editing a KB would not trigger a data refetch.
* Fixed re-identification of tables during KB editing.
* Resolved UI bug related to undefined system settings.
* Corrected hosted KB connection status/save issues.
* Role management updated to prevent outlier account lockout scenarios.
* Persisted sorting state for cards graph in KB Boards.

### 🛑 Deprecations

* None

## April 1, 2025

### 🚀 New Features & Improvements<br>

* **Streamlined Chat Experience:** The chat input now supports a more concise mode, making conversations cleaner and more focused.
* **Smarter Knowledge Base Setup:** Improved validation and automatic field metadata updates make connecting your data sources even smoother.
* **Visual Enhancements:**
  * Updated icons and placeholders for empty states in both Chat and the Knowledge Base.
  * Refreshed business context examples in the KB walkthrough for better onboarding.
* **Improved Responsiveness:** Table layouts are now optimized for smaller screens for easier viewing on mobile and tablets.
* **Performance Upgrades:**
  * Enhanced async handling for faster responses in Microsoft Teams.

### 🐞 Bug Fixes

* Fixed issues related to switching organizations and re-enabled related features.
* Resolved a scrolling bug in tables that previously prevented full rows from displaying.
* Fixed saving issues in the Knowledge Base configuration.
* Cleared up metadata error messages and improved how malformed CSVs are handled in chat.

### 🛑 Deprecations

* Removed the prompt helper from the Chat "Getting Started" page to streamline the interface.
* Removed the authentication banner from the login page for a cleaner experience.