Assistive AI automation upgrades
It's now easier for Admins to roll out Assistive AI automations at scale with more control and visibility, and makes onboarding for new partners faster and with fewer blocking needs.
  • Board exclusions
    : Admins can now exclude specific boards from running automations, helpful for keeping internal or alerting tickets untouched during rollout.
  • Exclude
    filtering
    : Admins can now exclude specific clients, boards, or sources. This is great for running automations on most, but not all, of your partner base.
  • Flows visible on Automation pages
    : Admins can now see from each Automation run condition page if Flows with automation actions are also running, making it easier to manage triggers and Flows from one place.
  • Triggers and Flows are independently
    : We removed logic that applied Trigger filters to Flows, avoiding unexpected behavior and reducing Support/Success escalations.
Auto-Categorization: Customize all category fields
Admins can now set descriptions for second- and third-level categories when customizing Auto-Categorization, which includes support for:
  • SubType and Item fields in ConnectWise, and
  • Sub Issue Type field in Autotask
This gives you full control over the entire category tree, so you can fine-tune prompting without cramming extra rules into the top-level field. One of our most requested features - big thanks to Partners for driving this forward.