Documentation Index
Fetch the complete documentation index at: https://docs.elementum.io/llms.txt
Use this file to discover all available pages before exploring further.
The colored badges indicate the area of Elementum where you will see the update (for example, Apps, Tables, Intelligence, or Automations).
General Availability
Enterprise
April 23, 2026
Automations
Automation Tracing Apps - Dive deeply into every action an automation takes in your workflow so you can quickly catch and fix logic or data errors.
- Granular Execution Traces: Full step-by-step visibility into every action, clearly isolating success and failure points within the workflow logic.
- Live Data Inspection: Access to the raw input/output payloads for every action to verify data integrity during execution.
- 72-Hour Rapid Recovery Window: Access to the inputs and outputs for all automations run within the last 3 days for real-time debugging.
Agents & AI
Skill Tool Types Intelligence - Give your Elementum agents richer, faster access to platform data and actions by configuring skills with the new tool types.
- Configure new skill tools: Search Record, AI Search, Create Record, Update Record, or Automation.
- See a guided, multi-step configuration flow when setting up an agent with different tool types.
- Skills using the tool types execute natively — no automation needed.
AI Powered Documentation Assistant Help Center - Quickly get answers to your Elementum platform questions with the AI Docs Assistant in the navigation bar.
- Access how-to and informational guides about Elementum features and processes within the platform.
- Click the Help icon to chat with the Docs Assistant.
- See Quick-link topics with our most popular articles.
Ask User Question Tool Intelligence - Collect user input with structured forms during agent chats, reducing conversation length, lowering token costs, and capturing consistent data that flows reliably into your workflow.
- Enable “Ask User Question” in an agent’s settings.
- User completes an in-chat form before returning to agent.
- Use agent instructions to control when forms are called and the questions, options, and required fields included.
Objects
Admin Managed Views Objects - Create pre-configured views in your object to allow users to track your processes in the most efficient way.
- Configure and manage customized List, Kanban, Dashboard, and Calendar views at the admin level, creating a single source of truth.
- Define default filters, sorting, column visibility and row density.
- Control record creation with a toggle for specific views or globally.
- Share the customized views with specific users or groups.
Agents on Admin Managed Views Objects - Allow users to interact with agents within the new Admin Managed Views for a streamlined chatting experience.
- Attach an agent to your admin managed view.
- Users see a chat box at the top of the view when configured.
- New Agent admin managed view type provides a full-page chat experience.
Experience
Navigation Sidebar Redesign Navigation - A new flexible layout of the main navigation menu with new icons creates a smoother Elementum experience.
- New icons for each feature.
- Hover over nav items to see section content in a floating preview without losing your place.
- Pin the sidebar open for persistent access or collapse it to maximize workspace.
- Turn navigation labels on in User profiles if desired.
Environment Category Indicators Org Settings - Assign a category—Development, Test, Stage, or Production—to each environment so your team always knows where they are working.
- Color-coded indicators on the Organization icon show which environment you’re in.
- Fly-out environment selector makes switching between environments easier.
- Toast notifications confirm every switch.
Managed Groups Visibility Org Settings - Control how system groups surface across the platform with key visibility and behavior toggles within Group Details.
- Organization Admins can toggle Mentionable, Watchable, Assignable, Approvers, and Data Access permissions on system-managed groups.
April 9, 2026
Automations
Execute Script Action Record List Apps - Make bulk changes on multiple records in a single action.
- New Value References: New Record and List of Record are available in the Execute Script Action.
- Runtime Configuration Errors Prevention: Quickly distinguish the difference between single values and arrays.
- Single-execution handling of datasets: Significantly reduces workflow latency and API overhead.
Agents & AI
Conversation Ended Tracking for A2A Intelligence - Automatically track outcomes and trigger follow-up workflows when conversations wrap up when building agents.
- Configure if an A2A conversation creates a record when the first message comes through.
- Set a timeout when building an AI agent so an A2A task can trigger an automation after a specified timeout period.
Voice Agent Caller Authentication Intelligence - Set up secure, permission-aware voice agents — callers are authenticated and scoped to their own data and access level, with flexible MFA options.
- Configure MFA for any user in your org by requiring a passcode to be entered at the beginning of a call with the agent.
- Create a voice agent that runs with the same permissions as the caller using the “Run As Current User” setting.
Data
AI Search on Tables Tables - Surface intelligent search across more of your data with consistency using the AI Search directly within Tables.
- Setup follows the same process as creating an AI Search table on Elements, just within the Tables object in Elementum.
- Multi-Field Search: Configure multiple fields to search on a single AI Search table, choosing between semantic search and keyword search per field for more precise, flexible results.
Link to Existing Cortex Search Service Apps - In an App or Element, connect an existing AI Cortex search on a Snowflake table to reuse search services your data team has already built, creating faster time to value.
- Select the provider, schema, database, and search table name.
- Linked search tables are available for AI Search without recreation in Elementum.
- Removing the link in Elementum does not delete the service in Snowflake.
User Group Visibility Org Settings - Complete faster group membership audits with the new User Detail page.
- Open a user’s detail page to see profile information and all group membership information.
App Deployment History Environments - See a full deployment log for any App in the deployments page in a clear, reliable record so issues can be resolved faster.
- Each record displays the source and target environment, the initiating user, timestamp, and outcome.
- Failed deployments include error details directly on the record.
Updated Provider Management Page Org Settings - Configure your AI providers and models in fewer clicks with the new Provider Management Page that shows all options in a unified list.
- Visual refresh of the AI Services setting page making AI Providers the main way to find configured services.
- Features tab only shows features that require model configuration.
Multi-Agent Gateway Org Settings - Configure agent gateways to connect with multiple agents in an organization for a single entry point to orchestrate your AI workflows.
- Each Agent Gateway built at the org level connects to a curated set of agents.
- Assign a gateway to the Elementum homepage for a unified chat experience across agents.
April 23, 2026
Agents & AI
Pre-Loaded Skills Agents - Accelerate Elementum agent run time by pre-loading Skills, allowing recurring tasks to be executed instantly.
- Pre-load up to 3 skills on an agent so they’re available immediately.
- Configure within the Agent building workflow.
- Added skills execute directly, lowering load time.
Agent Skills Agents - Agents can now discover and execute Skills at runtime — a new way to build modular, reusable intelligence into your apps.
- Create and manage Skills within an App, each with a name, description, prompt instructions, and configured automation tools.
- Admins control which skills an agent can access: all, none, or a specific selection.
- Agents can automatically discover and invoke the right skill for the task based on the name and description — no additional setup needed.
Multi-Modal on Gemini-Powered Agents Agents - When using Gemini in the Admin Builder, Personal Assistant or Record Details, attach images or PDFs with your message to the agent for extra context.Agent Instructions Version History Agents - Users can safely iterate on agent instructions freely, track what changed, and roll back instantly if something breaks.
- A history of instruction changes on the agent.
- Side-by-side version comparison for any previous agent for Admins.
- Reverting to a previous version saves it as the new current version.
AI Search
AI Search Table Creation Enhancements AI Search - Admins gain better insight into search table setup, including setup status and improved recovery capabilities.
- AI Search tables are now created immediately in the Element, with a status indicator showing whether the underlying table is ready.
- Admins can reference and configure a search table right away, but it won’t be functional until it reaches a ready state.
- In case of error, admins can re-try the AI search creation with one click.
When an admin is configuring an AI search tool within an agent, they can specify input value references with descriptions for how the agent can use them.
- Input values can then be referenced in the filters.
- An agent can pass values into the input parameters.
Automations
AI Search from Automations Automations - Admins can add an AI Search action step within an Automation to bring semantic search directly into your workflow.
- Select any configured AI Search table as the search source.
- Add a dynamic query using value references from earlier in the automation.
Webhook Trigger Custom Response Bodies Automations - Define custom response bodies on a webhook trigger to integrate with external systems with a specific response format when calling your webhook endpoint.
- Custom Response field when creating or editing a Webhook trigger.
- Formats include JSON, cXML, or TEXT.
Search Group Action Automations - Build flexible, group-aware automations that adapt as your teams and their responsibilities shift so critical communication always reaches the right stakeholder without manual updates.
- Dynamic Group Resolution: Programmatically locate predefined user groups by name during workflow execution.
- Downstream Integration: Seamlessly pass resolved groups into subsequent actions, such as tagged comments or bulk email notifications.
Record Experience
Real-time collaboration experience Record Details - See who is viewing the same record and where they are focused, so you can coordinate and avoid conflicting changes. Available in workspaces and objects.
- User icon appears in bubble within the record details.
Workspace & Data
Global Filters for Elements, Tasks, and Charts Workspace - View consistent data across all your workspace widgets, now including information for Elements, Tasks, and Charts.Reporting
Report Layout Configuration Flexibility Reporting - When generating PDF reports, use custom formatting to efficiently share and analyze the desired information.
- Choose to display associated reference values for dynamic dropdowns.
- Merge cells to create headers or consolidate information.
- Apply text formatting to reference fields, including bold, italic, font sizing, and styles.
- Duplicate PDF Report Templates to easily share formatting between several reports.
Activity Log Refresh Admin Settings - A consolidated timeline across Support, Tasks, and App Admin records. Features clear user/system origins, searchable entries, and “click-to-expand” descriptions with detailed before/after views for faster troubleshooting.
