# Changelog > Customer-facing AgencyTitan product updates: new features and major improvements, published daily when something impactful ships. URL: https://www.agencytitan.com/help/changelog/ What's new in AgencyTitan. Entries cover customer-visible features and major fixes only, not every internal change. The latest 30 digests are below. Older updates live in the year and month archives. ## August 27, 2026 **Workflow and form automation updates** We shipped improvements to workflow handling, form settings, and the agent dashboard experience. - **Improved:** Workflow actions now return more consistent results, improving reliability across workflow runs and related automations. - **Improved:** Form settings and workflow shortcode handling were updated to make automation setup smoother in the Forms Management area. - **New:** The agent dashboard and orchestration tools received a broad refresh to improve day-to-day agent operations and visibility. ## August 24, 2026 **AI assistant and media workflows got broader support** This release expands the AI assistant’s capabilities and improves media and workflow handling across the product. - **New:** Expanded the AI assistant’s access to more workspace context, including my day, activity logs, time entries, and tenant AI settings. - **Improved:** Improved internal MCP and AI tool handling so assistant actions can work with a wider set of connected data and prompts. - **Improved:** Added and refined cloud file and image media operations, including public API support for media-related workflows. - **Improved:** Improved workflow relationship filtering and condition configuration behavior for more reliable workflow setup. ## August 21, 2026 **Workflow builder and list views got smarter** Today’s release improved workflow scheduling, relationship-based list queries, and several connected views across the app. - **New:** Workflow scheduling and query setup now handle more cases in the builder, making it easier to configure scheduled automations and related filters. - **Improved:** Relationship-based list views were improved so grouped and filtered results render more reliably across clients and process lists. - **Improved:** Google Ads customer browsing and related integration screens were updated for smoother navigation and data loading. - **Fix:** Several background health checks and token refresh flows were hardened to reduce integration and automation interruptions. ## August 20, 2026 **Builder, onboarding, and integrations got a major refresh** Today’s release adds new builder field options, improves onboarding and integration setup, and fixes several workflow and assignment issues. - **New:** Added new builder field controls, including a Todo field and updated color/background styling options. - **Improved:** Improved onboarding and integration setup flows, including Google Ads browsing, website analysis, and logo persistence. - **Improved:** Bulk assignment now supports clearer assignment modes and a preference to keep the creator when eligible. - **Fix:** Fixed several workflow and process issues, including button bindings, stage requirements, and return navigation. - **Fix:** Improved AI and message processing reliability for drafts, queues, and pending operations. ## August 19, 2026 **AI workflows and onboarding got a major upgrade** This release expands AI-assisted setup, planning, and workflow tools across the product, with several fixes to make them more reliable and visible in the UI. - **New:** Added broader AI support for planning, workflows, fields, layouts, processes, and views, giving teams more places to use AI-assisted setup and editing. - **Improved:** Improved onboarding and setup experiences, including a refreshed setup flow and updated guidance for getting departments and team access configured. - **New:** Expanded support for client imports, notes, escalations, and ticket AI policies so these workflows are easier to use and more consistent. - **Fix:** Fixed realtime updates and related UI behavior so changes appear more reliably in areas like processes, escalations, and chat-driven workflows. ## August 17, 2026 **Workflow, portal, and help experience upgrades** A broad set of customer-facing improvements landed across workflows, portal permissions, AI-assisted building, and help content. - **Fix:** Workflows now handle charge idempotency, scheduled-run safeguards, and business-hours delays more reliably. - **Improved:** Portal and billing permissions were tightened and aligned so access checks behave more consistently across the app. - **Improved:** AI builder and chat experiences improved with better session parity, asset links, publish guidance, and more reliable receipts and evidence. - **New:** Help and docs were expanded with a new help center, API docs, screenshot lightbox, and navigation polish. - **Improved:** File uploads and pasted attachments now preserve filenames more consistently, and storage handling is more predictable. ## August 16, 2026 **AI authoring and access controls got a major cleanup** We tightened how AI tools, SOPs, and help content behave, while also fixing a few visible access and read issues. - **New:** Added SOP and training shortcodes to make guided content easier to reuse in the product. - **Improved:** Improved AI tool access and permission checks, including clearer gating for chat and builder actions. - **Fix:** Fixed member read behavior for custom objects and agency display data so records show up correctly. - **Fix:** Cleared agency-switch UI state more reliably when changing agencies. ## August 15, 2026 **Workflow filters, MFA, and AI controls improved** Today’s release tightened workflow filtering, added/expanded MFA and session handling, and improved AI generation controls and ticket insights. - **New:** Workflow filters now support trigger identity more consistently, including editing, publishing, and backfilling existing filters. - **Fix:** Staff sign-in is more reliable with MFA support and better session handling, including a fix for live sessions being lost after a hard refresh. - **Improved:** AI generation now uses clearer budgets and safeguards, with improved handling for long-running streams and visual generation limits. - **Improved:** Ticket AI Insights and linked-task cards received usability polish. - **Improved:** Billing markup tiers now auto-arrange more cleanly. ## August 14, 2026 **Workflow builder and website updates** Workflow automation gained new trigger and output options, while website forms and public contact handling were improved. - **New:** Workflows now support broader trigger families, trigger-scoped fields, and new action output handling for more precise automation logic. - **Improved:** The AI workflow builder was improved to ground requirements more reliably and better align generated workflows with available triggers and fields. - **Improved:** Table widgets now support nested sub-fields, making complex data easier to view and configure. - **Fix:** Website contact and consent flows were updated for A2P compliance, with mobile formatting and contact form fixes. - **New:** Public pages now hide the support email where appropriate, and MCP gateway tools can run through machine-auth impersonation. ## August 13, 2026 **Workflow branching and marketplace import safeguards** Workflows gained more flexible branching, and marketplace imports now have stronger protections against bad mappings and duplicate reimports. - **New:** Workflows can now branch based on action results, with added support for moved tickets and merged processes. - **Improved:** Marketplace imports now better prevent duplicate reimports and block unconfirmed mappings before running Import Now. - **Fix:** Ticket records now include SLA catalog fields, and soft-deleted items are purged from AI retrieval data. ## August 12, 2026 **AI chat drawer and workflow tools land** Today’s release adds a new AI chat drawer experience and strengthens AI/auth reliability. - **New:** Added a new AI chat drawer with page and pop-out modes, plus a cleaner header. - **Improved:** Improved AI and auth reliability with better 429 retry handling, faster JWT verification during bursts, and protection against retry storms. - **Improved:** Expanded workflow AI coverage with a larger harness of test scenarios to improve stability. - **Fix:** Clarified the public privacy policy for Google Workspace API data use, sharing, retention, and deletion. ## August 11, 2026 **AI builder and workflow reliability improvements** We shipped several customer-visible fixes to AI-assisted building, workflow execution, and field rendering. - **Improved:** AI-assisted builder flows are now more reliable, with improved tool routing, better fallback handling, and broader support across builder domains. - **Improved:** Workflow runs now keep the correct trigger/root record context, reducing cases where actions or conditions pointed at the wrong entity. - **Fix:** Required fields, numeric bounds, and field-layout rendering were tightened up to prevent completion and display issues in forms and process views. - **Fix:** Process and todo details now refresh more consistently, and checklist toggles are more dependable. ## August 10, 2026 **AI field layouts and task handling got smarter** We improved how AI-assisted field layouts and task completion behave, with safer button handling and clearer labels. - **New:** AI can now better look up and persist field layouts, including refreshed media links and soft-deleted layout handling. - **Improved:** Manual AI action buttons now fail closed, and stage detection is more reliable for cleaner handoffs. - **Improved:** Task completion now waits for pending saves and enforces required-field checks before finishing a stage. - **Improved:** Updated task-facing labels and AI Instructions naming to better match what users see in the product. ## August 9, 2026 **AI Builder and automation workflows got smoother** This release focused on making AI Builder, automations, and custom object tools more reliable and easier to use. - **Improved:** AI Builder now handles more workflow and field-writing cases more reliably, including draft republishing and recovery from interrupted runs. - **Improved:** Custom object reference pickers and table views now support better paging and sorting for larger datasets. - **Fix:** Automation schedules stay in sync more consistently, and publish/manual execution is more robust. - **Improved:** Process and builder screens now show clearer labels and validation feedback in a few key places. ## August 8, 2026 **Marketplace updates and smarter widget picklists** Marketplace upgrades are easier to manage, and several widget and workflow picklists now surface the right options more consistently. - **New:** Added a marketplace update wizard with better upgrade handling, including UUID remapping and clearer version status after upgrades. - **Improved:** Improved widget and filter picklists so relationship, entity, and process options are easier to choose across builders and filters. - **Improved:** Create Ticket now defaults to the tenant’s default inbox, reducing setup friction for new tickets. - **Fix:** Fixed several widget and marketplace issues that could cause incorrect previews, publish false positives, or validation problems. ## August 7, 2026 **Workflow and AI builder updates** Today’s release adds new workflow conditions and AI builder capabilities, plus several customer-facing website and auth improvements. - **New:** Workflows now support custom-field change conditions, improved For Each array handling, and clearer condition names. - **Improved:** The AI builder gained new linking and vocabulary improvements, making it easier to connect tickets to processes and work with widgets and filters. - **Improved:** Create Entity Forms can now clear after submission, and the form experience was refined. - **Improved:** Website legal and consent pages were updated, including consent audit and request-access improvements. - **Improved:** Auth redirects now send legal pages to the marketing site. ## August 6, 2026 **AI Builder, beta access, and consent updates** Today’s release adds new AI and website capabilities, plus several fixes to keep builder layouts and admin flows working smoothly. - **New:** Added xAI Grok Imagine image and video generation, plus xAI web search for AI workflows. - **New:** Launched the website beta access request flow with admin approval tools. - **Improved:** Improved the AI builder so clear-row layout behavior is preserved when placing elements. - **Improved:** Added a nightly AI model health sweep and better handling for generated image uploads. - **Improved:** Hardened public access and consent handling, including stricter public table access rules and updated cookie/privacy behavior. - **Fix:** Fixed the beta access admin requests view so reviewed requests load correctly. ## August 5, 2026 **Billing, widgets, and workflow fixes land in production** A set of visible fixes and improvements went live across billing, widgets, signatures, and workflow handling. - **Improved:** Billing retries and payment handling were improved, including public payment branding updates. - **Fix:** Widget filters now resolve host-context shortcodes correctly, so embedded dashboards and charts load the right data. - **Fix:** Custom-object forms and workflow screens now render submissions and stage changes more reliably. - **Improved:** AI escalation notes now distinguish system actions from human actions more clearly. - **Improved:** Signature management and the user setup wizard received usability updates. ## August 4, 2026 **List views moved fully to the new engine** AgencyTitan finished the switch to the new relationship-query list engine and fixed a worker outage that affected background processing. - **New:** Task, process, and client lists now run entirely on the new list engine, with legacy list RPCs removed and list filtering, sorting, and unassigned views corrected. - **Improved:** List screens now use a faster execution path, improving performance and keeping permissions and grouped counts in sync with the old behavior. - **Fix:** The production worker fleet was restored after a workflow bundle issue prevented workers from starting. - **Fix:** AI shortcode history now returns the correct process history in production instead of only the current instance. ## August 3, 2026 **Reference pickers, SMS intake, and health checks land in production** Today’s release adds new workflow and inbox capabilities, plus broader reliability monitoring across integrations and widgets. - **New:** Reference picker v1 now supports direct execution, making it easier to select related records in workflows and builders. - **New:** Ticket message filters and shortcodes are now available, along with an SMS inbox phone picker for faster inbound message handling. - **Improved:** Integration credential health checks and worker watchdog monitoring were added to catch broken integrations and stalled background processing sooner. - **Improved:** Widget drift and ticket SMS reply checks were expanded to help prevent visible data and inbox issues. - **Fix:** Frontend deploy retries were improved so temporary GitHub 503 errors are less likely to break production releases. ## August 2, 2026 **Workflow, security, and reliability updates** A broad production rollout improved workflow building, tightened security and rate limits, and fixed several customer-facing reliability issues. - **Improved:** Workflow filters and related labels now handle more cases correctly, including case-insensitive matching and better filter value display. - **Improved:** My Day and workflow builder screens received several fixes, including schedule banners, Return node configuration, and callable sub-workflow parameters. - **Improved:** Security and platform protections were tightened with fail-closed workflow and billing checks, stricter CORS, and stronger rate limiting. - **New:** Marketplace updates now support rollback and more reliable repinning/restamping during imports and duplication. - **Fix:** Fixed several customer-facing reliability issues around form privacy, ticket attachments and locks, payment webhooks, oversized uploads, and readiness checks. ## August 1, 2026 **Filters, workflows, and AI attachments got a major polish** Today’s release focused on making filters, workflow triggers, and AI file handling more reliable and easier to use. - **Improved:** Improved filter builders and operators, including better support for compatible operator switching, contains-style filters, and resource pickers. - **New:** Hardened workflow triggers and integrations with updated Drive/Gmail v1 filters, integration event payloads, and Return node support. - **Fix:** Fixed AI attachment handling, including Gemini Files API routing and more reliable attachment metadata across providers. - **Improved:** Improved timezone-sensitive calendar and billing behavior, plus faster validation paths for date-based views and RPCs. - **Fix:** Fixed several workflow editor and kanban issues that could make filters, drafts, or board views behave inconsistently. ## July 31, 2026 **AI, billing, and marketplace updates shipped** Today’s release focused on AI workflow improvements, marketplace reliability, and a few customer-facing fixes across billing and integrations. - **New:** AI-assisted workflows now have better relationship lookup and entity linking, improving how the product finds and connects related records. - **Improved:** Marketplace imports and updates are more reliable, with safer rollback behavior and better handling of dependency changes. - **Improved:** Billing and webhook-related flows received updates to improve stability and reduce failed or inconsistent actions. - **Fix:** Integration-trigger filters and legacy task scoping compatibility were restored, fixing issues that affected some widgets and automation flows. ## July 29, 2026 **Relationship queries cut over to v1, with hotfixes for lists and kanban** We completed the new relationship-query platform rollout across major product surfaces, then shipped follow-up fixes for list and kanban regressions. - **New:** Relationship queries now run on the new v1 platform across widgets, lists, forms, calendars, reference fields, custom objects, workflows, and AI live datasources. - **Improved:** The shared filter builder and field picker now power more of the product, with cleaner workflow condition editing and improved typed inputs like date, user, status, and entity pickers. - **Fix:** Fixed list and kanban regressions after the cutover, including broken URL behavior, incorrect default columns, and raw values rendering as `[object]` or unformatted links. - **Fix:** Builder autosave is more reliable, preventing changes from reverting while typing in shared sections, containers, and modal settings. ## July 25, 2026 **Programs, workflows, and estimates got smarter** This release adds month-based program recurrence, improves workflow recovery, and brings stage estimate overrides into the product. - **New:** Programs can now run on calendar-month intervals, with backfill alignment to keep schedules on track. - **Improved:** Workflows are more resilient with better recovery for stale-running jobs and a fix for duplicate watchdog dispatches. - **New:** Stage instances now support estimate overrides, with editing in the UI and reporting that reflects the overridden values. - **Fix:** The AI preset editor no longer crashes in the common TDZ case. ## July 24, 2026 **Ticket policy controls and escalation workflow updates** Today’s release adds more control around ticket policy enforcement and expands escalation, workflow, and reporting behavior across the product. - **New:** Ticket policy checks can now block sending by severity, with a clearer Send Anyway override flow and richer HTML signatures in replies. - **Improved:** Escalations now inherit global priorities and tags, with updated settings and improved handling for closed buckets and assignee defaults. - **Improved:** Workflows and layouts gained new conditional logic options, including date and agency-based conditions plus current user department shortcodes. - **Improved:** Forms and client matching were improved with better submission review actions and adapter target matching. - **Improved:** Reports and settings were updated with profitability fees, a Billing section under Clients, and a cleaner settings navigation experience. ## July 23, 2026 **Escalations, custom objects, and ticket assignment got smarter** This release improves how escalations, custom objects, programs, and ticket assignment behave across the product. - **New:** Escalation settings now support pools and a smoother create/edit experience. - **Improved:** Custom object builders can use conditional fields, default sorting and filtering, and hidden values save correctly. - **Improved:** Ticket assignment is more reliable, with capacity-based auto-assignment and better recovery when an assignment is rejected. - **Improved:** Inbound webhooks and filters are more robust, and program enrollments can pick up tasks more consistently. - **Fix:** The browser extension now better protects impersonation sessions, and client image cropping/proxy handling is more reliable. ## July 22, 2026 **Privacy, billing, and reporting updates** We tightened access controls, hardened billing flows, and improved time reporting and workflow automation. - **Improved:** Added stronger privacy and access rules for tickets, tasks, records, and AI-assisted actions so content stays scoped to the right client and users. - **Improved:** Improved billing reliability with safer settlement handling, startup fee charge locks, and more accurate revenue reporting for paid accounts. - **New:** Added escalation automation and program scheduling improvements, including start delays, skip conditions, and easier backfill handling. - **Improved:** Time reports now default to active work first, making it easier to review current activity. - **Improved:** AI image and video generation now automatically uses the client’s brand context when available. ## July 21, 2026 **Auth, permissions, and builder polish across the app** Today’s release focused on smoother login and tenancy handling, clearer permissions and logs, and several builder and date-display improvements. - **New:** Added system log tabs for authentication, client activity, and task audit history, with unified assignment history for tasks and tickets. - **Improved:** Improved login and SSO handling, including better extension/session coordination, public OAuth provider controls, and stronger protection against auth race conditions. - **Improved:** Made agency switching more reliable by redirecting deep links correctly and preventing stale or false redirects after tenant changes. - **New:** Expanded the builder with help panels, better field search and display-field handling, and new font-size controls for supported field types. - **Improved:** Improved date and task displays with relative or full date modes, tooltips, and cleaner archived-process navigation. - **Fix:** Fixed notification and comment assignment behavior so links open correctly and task comment alerts go only to current assignees. ## July 20, 2026 **Builder and mobile UX improvements across the app** We shipped several customer-facing updates to custom objects, workflows, formulas, and mobile layouts. - **New:** Custom object records can now be inspected in read-only detail views, and linked-record filters are easier to find and use in the builder. - **Improved:** Workflow editors now support inline shortcode toggles, stage start date updates, and other configuration improvements. - **New:** Added calculated formula authoring and testing improvements, including better support for client references and date or agency context. - **Improved:** Improved composite list controls with sorting, max results, and hide-add options. - **Improved:** Polished mobile and drawer layouts across views, settings, escalations, tasks, tickets, reports, and other detail screens. ## Archives - [2026](https://www.agencytitan.com/help/changelog/2026/) (34 updates)