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The colored badges indicate the area of Elementum where you will see the update (for example, Apps, Tables, Intelligence, or Automations).

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September 3, 2026

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Agents & AI

Agent Managed View Customization Intelligence - Choose a Standard or Custom layout when you configure an Agent managed view, then brand the chat with an image, header, and subheader and build a portal-like content area beneath it.
  • Standard keeps the existing full-page Agent managed view experience.
  • Custom adds an image, header, subheader, and a JSON-defined content section with cards, lists, and static text.
  • Starting actions on the agent render differently in the Custom layout to match the branded experience.
Voice Call Handoff Intelligence - Voice agents on SIP-based phone numbers can escalate a live call to a human or another SIP destination without dropping the caller.
  • Add a Handoff tool with the standard tool name, description, and start message fields.
  • Set a SIP URI Destination and optionally pass warm-transfer context through a customizable Context Key Header Name.
  • Combine dynamic headers from the agent with static headers on the tool when the call is transferred.
Agent Overview V3 Intelligence - The agent detail page opens to Agent Overview V3 with read-only configuration settings at a glance, matching the design of the gateway page.
  • Review the agent’s configuration from a single overview without digging through separate tabs first.
  • Click into any section to edit that area of the agent’s configuration.
  • Aligns the agent detail experience with the gateway overview layout.

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Apps

Record Work Breakdown Record Details - Every automation action on a record is categorized as AI, Computer, or Human Action, showing at a glance how much of a record’s work ran autonomously versus manually.
  • A work breakdown bar with a legend sits atop the Automations and AI panel on record details.
  • Hover the bar for exact percentages and action counts.
  • See how AI, automated, and manual steps contributed to work on the record without opening each execution.
Add Option from List View Workspace - Add a missing option to a dynamic picklist directly from your List view, without leaving the list or navigating to the underlying element.
  • Type a new picklist option in a dynamic picklist cell and press Enter to open the Create modal.
  • Complete the required fields to create the record in the element the picklist references.
  • The new option becomes selectable in every dynamic picklist that references the same element.

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Platform

Deployments Overview Org Settings - Preview a deployment with a dry run that walks the full process without writing any changes, and reopen completed runs to see exactly what they covered.
  • Dry runs show every App, Element, Task, and Table in scope, along with the admins responsible for each object.
  • Reopen any completed run—dry run or real deployment—for an audit trail of what was included.
  • Use the overview before and after a deployment to confirm scope without relying on memory or separate notes.

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