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We’re always trying to improve our platform for our customers. Here, you can get an inside look at what’s currently in beta at Elementum. Remember, this list is provided as a heads-up—not as an invitation to test or a promise of what capabilities may be included. Most customers will not see these features until general availability. For what’s available today, see the most recent release notes.

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What to expect

Heads-up, not a commitment. The information below explains how we treat beta features and why delivery and availability can change.
  • Currently being tested. These features are in active development and testing. Behavior and scope may change.
  • No guaranteed delivery date. We do not commit to a specific release date for any feature listed here.
  • No guarantee of delivery. Priorities shift based on resources and customer needs. A feature in beta may be delayed, changed, or not released to General Availability.
  • Limited availability. Some features may be tested by select customers before being released to General Availability. Broader access is not guaranteed until a feature is generally available.
  • Labs badge. Experimental features available in the platform but still being validated are marked with an orange Labs badge in the Elementum UI. Treat these the same way—behavior, scope, and availability may change before General Availability.

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Features in beta

This list is updated as new beta features become available to give you an idea of upcoming improvements likely to occur in Elementum. The colored badges indicate the area of Elementum where you will see the update.
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Start Conversation Hook Intelligence

Agents can run an on-demand automation before the first message in a conversation, with inputs mapped from available metadata such as user name, email, and record ID. Outputs from the automation are captured as a message sent to the agent before the first turn, so the agent has the context it needs on turn one.
Who can configure it: App Administrators.Where to find it: App → Intelligence → select the agent → Settings icon Settings → Hooks.Configuration steps:
  1. Within your app, open Intelligence.
  2. Select the agent.
  3. Click the Settings icon Settings icon.
  4. In the Hooks section, click Add Start Conversation Hook.
  5. Select an automation.
  6. Map the Inputs, and optionally add a progress message users see while the automations run.
  7. Click Next.
  8. Review the configuration and click Save.
Behavior notes:
  • The progress message is optional. Users see it while the selected automation runs.
  • The hook runs at the start of each conversation, before the first user message.
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Voice Agents: Bring Your Own Key Intelligence

Voice agent configuration includes an OpenAI provider option that routes the underlying voice agent experience through your own API key instead of shared infrastructure. Organizations can apply an existing OpenAI agreement to voice, giving direct control over voice AI costs and usage.
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Expanded File Preview: Office and TIFF Formats Record Details

Word, PowerPoint, and OpenDocument attachments (DOCX, PPTX, PPT, ODT, ODS, ODP), along with single- and multi-page TIFF scans, preview directly on the record details page and render as PDFs so page navigation works the same across formats. Both the side-by-side preview panel and full screen preview support these formats, and a new /preview API endpoint returns any supported attachment as a PDF.
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Dynamic Approvals: Workflow Inspector Apps

Clicking an inflight approval opens a side panel with the full details of the approval process, including the current step, the assigned approvers, and progress so far. The panel is available from the Record Details page, the My Approvals page, and the approvals list on a record.
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Batched Record Field Updates Record Details

Editing several fields in a row on a record saves the changes together as a single update, so closely-timed edits no longer overwrite each other and the last value entered for each field is what sticks. If a save fails, only the fields in that save roll back, and background record refreshes will not overwrite edits that are still being saved.
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Dynamic Approvals: Expiration Outcomes Apps

A new approval-process-level setting decides what happens when a step in a Dynamic Approval process fails to complete: reject, cancel, approve, or hold open. Approval processes conclude in a predetermined way instead of stalling in a pending state when a step expires.
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Dynamic Approvals Apps

A new Dynamic Approvals approval type lets app administrators route each request to the right user or group based on rules and record data, rather than hard-coding approver IDs. Chains can span multiple sequential steps with concurrent approvers at each step, and per-rule filters decide which approvers apply so approval processes adapt to the record instead of getting stuck.
Who can configure it: App Administrators.Where to find it: App → Workflows & Processes → Approval Processes.Configuration steps:
  1. Open your App and go to Workflows & Processes → Approval Processes in the left navigation menu.
  2. Click Create New and choose the Dynamic Approval option.
  3. Enter a name for the approval process and click Save.
  4. Use the Table filter columns dropdown to select the fields the approvals will be filtered on.
  5. Click Add Step to build the approval as it progresses. For each step, configure the approver type, the users, and the preconditions that must be met, then save your changes for that step.
  6. Repeat the previous step for each step the approval should follow.
  7. Select Settings in the top-right corner to configure the approval name, expiration outcome, delegation depth, whether the approval can be started manually, locked fields, and SLAs.
Behavior notes:
  • Steps run in the order you add them, and each step can have concurrent approvers who act at the same time.
  • Save your changes for each step individually before moving on to the next one.
  • Per-step preconditions decide whether a step applies, so the approval process adapts to the record instead of stalling on approvers who aren’t relevant.
  • The Settings panel controls process-level options, including the expiration outcome that determines what happens when a step fails to complete, delegation depth, manual start, locked fields, and SLAs.
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Voice Call Handoff Intelligence

Voice agents can transfer a live call to a human or another destination without dropping the caller or losing context. Configure a Handoff tool on any voice agent with a SIP endpoint as the destination, and the agent decides when to trigger the transfer based on the conversation.
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Add Option from List View Workspace

Add a missing option to a dynamic picklist directly from your List view, without leaving the list, opening a separate form, or navigating to the underlying element. Users stay in their data-entry flow, and Elementum handles the setup so any new record automatically qualifies for the column it was created from.
Who can configure it: All Users with permission to create records in the element referenced by the dynamic picklist column.Where to find it: Any List view with a dynamic picklist column.Configuration steps:
  1. In the List view, click a dynamic picklist cell.
  2. Begin typing a new picklist option.
  3. Press Enter.
  4. Fill out the required fields in the Create modal to complete the record creation process.
Behavior notes:
  • The Create modal opens with the record name pre-filled from what you typed, so you only need to complete the remaining required fields.
  • For picklists with simple equals filters, the matching field is pre-filled and locked in the Create modal so the new record automatically satisfies the column’s criteria.
  • The new record is created in the element the dynamic picklist references, not the element backing the current List view.
  • Once the record is saved, it becomes a selectable option in every other dynamic picklist that references the same element.
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Automation Slack DM Automations

Automations can now send updates as direct messages to any user in Slack, in addition to posting in channels, so time-sensitive notifications and alerts reach people where they already work. These are one-way notifications—recipients cannot reply to the DM to reach an agent.
Who can configure it: App Administrators.Where to find it: App → Workflows & Processes → Automations.Configuration steps:
  1. Open your automation and add the Send Slack Message action after your trigger (for example, Record Updated).
  2. Add the users who can receive the Slack message.
  3. Add the Message content — Title and Contents. Both fields support {{value_references}} for pulling dynamic values from the trigger record.
  4. Toggle on Add Link Button and paste the destination URL below the toggle if you want the DM to include a jump-to link.
  5. Click Save.
Behavior notes:
  • When enabled, the Add Link Button renders as a clickable button in the Slack DM that opens the URL you specified.
  • The action targets specific users; use the existing channel-post action when the notification should be visible to everyone in a Slack channel instead.
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cXML Webhook Trigger Automations

You can now create a cXML Webhook Integration in Company Settings with the credentials required for cXML invoice event types, then use it as a trigger in automations. The trigger supports the synchronous responses that cXML requests require.

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Closed beta

These features are available to a limited set of customers by invitation and are not broadly available yet.
  • Elementum Development Kit (EDK) — A code-first toolkit for building Elementum in TypeScript as an alternative to building in the platform. Represent Apps, Elements, Automations, Agents, Skills, Flows, Search Tables, and Approval Chains as typed source, then follow a Terraform-like lifecycle: pull existing entities into a local workspace, author changes with typed @catalog references, preview a structural diff with plan, and deploy approved changes with apply. A packaged authoring skill teaches AI coding agents the EDK’s conventions, so you can describe an outcome in plain language and delegate the authoring from your editor or CLI. Get started with the EDK documentation to set up a workspace, authenticate, and import your organization.
  • Parent Trace ID for Trace Forwarding Org Settings — Include a W3C traceparent header on requests to Elementum so exported spans nest under your calling span, and the request appears in your platform as a single connected trace.

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