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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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Updated Agent Overview Page

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Updated Agent Overview Page Intelligence

The agent detail page now opens to a refreshed overview that surfaces read-only configuration settings at a glance, matching the design of the gateway page. Click into any section to jump straight into editing that part of the agent’s configuration.
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Org Default Column Layouts for Table Widgets

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Org Default Column Layouts for Table Widgets Apps

Dashboard admins can now open Display Settings on a Table View Widget to choose which columns appear and save that layout as the default for everyone in the org. Individual users can still adjust their own column view on top of the default whenever they need to.
Who can configure it: App Administrators.Where to find it: App → Dashboard View → Table Widget → More icon More → Display Settings.Configuration steps:
  1. Open a dashboard view in your app and click the More icon More icon on the table widget you want to configure.
  2. Select Display Settings.
  3. At the top of the popup, select the Everyone tab to manage the layout for all users with permission to view the widget.
  4. Choose which columns are Visible or Hidden and arrange them in the order you want.
  5. Click Save for Everyone to publish the layout as the org default.
Behavior notes:
  • Individual users can still customize their own column view on top of the org default whenever they need to.
  • If a user has personalized the layout, they can return to Display Settings and click Reset to Default to restore the admin-defined view.
  • Reset to Default cannot be undone—if a user wants their previous personalized layout back, they will need to recreate it manually.
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Conditional Record View

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Conditional Record View Apps

Record detail pages now render a dynamic layout that shows the fields, sections, and components defined for each record type, including rich content like attachments, tags, assignees, and rich text. Admins can add conditional visibility rules driven by other field values, stage, or user and group permissions so people see only the information relevant to the record in front of them.
Who can configure it: App Administrators.Where to find it: App → User Interface → Record Details Layout.Configuration steps:
  1. Open the Record Details Layout and switch to Dynamic Layout at the top of the page.
  2. Click the Import button in the top-right corner to import the field configuration from the static layout, then click Import and Replace.
  3. Continue editing the layout as desired by choosing to add or update components or fields.
  4. In the Edit popup for a field or component, click the Conditional Visibility tab.
  5. Edit the filters to choose when the field or component is visible to your users (for example, based on other field values, stage, or user and group permissions).
  6. Click Save when finished.
  7. Click Layout Inactive at the top of the page to make the dynamic layout the visible layout for your users.
Behavior notes:
  • The dynamic layout coexists with the static layout—you can keep building and previewing the dynamic layout while the static layout remains active, then activate the dynamic layout when you’re ready.
  • Conditional visibility rules are evaluated per user and per record, so the same record can show different fields and components depending on who is viewing it and the record’s current state.
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Customizable Side Nav

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Customizable Side Nav Navigation

Pin the Apps, Agents, Conversations, Views, Elements, Tables, and Tasks you reach for most to a dedicated section of the side nav, hide the items and sections you don’t use, and drag to reorder your pins. Search makes adding pins fast, and your layout persists across sessions, page navigation, and logins.
Who can configure it: All Users (each user personalizes their own side nav).Where to find it: The left navigation menu in Elementum.Configuration steps:Pin an object:
  1. Click the + icon in the left navigation menu.
  2. Select the type of object you’d like to pin (for example, Apps, Views, Agents, Chats, Elements, Tasks, or Tables).
  3. Choose the specific object from the list by searching or scrolling.
Rearrange or remove pinned items:
  1. Click the + icon, then click Manage.
  2. In the Pinned section, drag and drop a pin to move it, or click the Trash icon Trash icon to remove it from your main navigation.
Personalize Main nav and System nav sections:
  1. From the Manage nav panel, open the Main or System section.
  2. Use the checkboxes next to individual items to show or hide them, or use the section’s checkbox to toggle the entire section at once.
Behavior notes:
  • Your side nav layout persists across sessions, page navigation, and logins.
  • Hidden items remain accessible through search and direct links; they are only removed from the visible side nav.
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Custom Platform Branding

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Custom Platform Branding Org Settings

Organization administrators can set a custom accent color that carries across the platform, including primary buttons, links, active states in main and sub navigation, icon hover states, checkboxes, and the login flow. Branding the workspace helps external collaborators immediately recognize which customer they’re working in, reducing wrong-account mistakes.
Who can configure it: Organization Administrators.Where to find it: Organization Settings → General → Platform Branding.Configuration steps:
  1. In the Platform Branding section, check the Enable Custom Branding box.
  2. Upload your Company Logo and a dedicated Login Page Logo (displayed above the email field on the login screen).
  3. Set the Accent Color for both Light Mode and Dark Mode to match your organization’s style guide.
  4. Use the Live Preview on the right side of the page to confirm how your accent color appears across primary buttons, links, navigation states, checkboxes, and focus states in each theme.
  5. Click Save when finished.
Behavior notes:
  • The Company Logo is managed in General Settings above the Platform Branding section and is reused across the platform.
  • Accent colors apply globally to primary buttons, links, active navigation states, icon hover states, checkboxes, and the login flow.
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Studio Agents: Flow Builder

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Studio Agents: Flow Builder Intelligence

A new coding-based agent type that builds automations, agents, and flows in Elementum through conversation. Describe what you need, and the Studio Agent generates the flow—lowering the barrier to creating complex workflows on the platform.
Who can configure it: App Administrators.Where to find it: App → Flows.Configuration steps:
  1. Open the Flows page and use the natural language chat at the top to describe the workflow you want to build. Explain the stages and automations you’d like included.
  2. Click the Send icon to hand the request off to the Studio Agent.
  3. Follow along in the chat pop-up as the agent writes the TypeScript that builds the flow. Click any action to see more details about what the agent did.
  4. Use the Preview pane to verify the workflow is being built as expected.
  5. If something doesn’t look right, keep chatting with the agent to refine the flow.
  6. Click Publish when the flow is ready. After publishing, you can manually edit each step of the flow.
Behavior notes:
  • In-progress builds appear under Studio Agent Sessions on the Flows page so you can resume a draft session later.
  • Pre-built prompt templates (for example, Expense approval, Customer onboarding, Incident triage) are available below the chat as starting points.
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SIP Trunking Provider

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SIP Trunking Provider Org Settings

Bring your own telephony provider to Elementum by connecting SIP trunk-enabled phone providers to power voice agents.
Who can configure it: Organization Administrators.Where to find it: Organization Settings → Integrations → Phone.Prerequisites:
  • A SIP trunk-enabled account with a supported provider (for example, Twilio, Telnyx, or any standards-compliant SIP provider).
  • Credentials and the SIP URI/domain from your provider.
Configuration steps:
  1. Add a new phone provider and select SIP Trunk as the connection type.
  2. Enter a Name, add one or more SIP Gateways (the IP addresses or hostnames that will handle call routing), and select an Authentication Type.
    • IP Based — authenticate using the gateway’s IP address; no additional credentials required.
    • Credentials — enter a username and password.
  3. Use the provided callback URL to complete the provider configuration.
  4. Test the connection to confirm Elementum can register with the trunk.
  5. Assign inbound/outbound phone numbers from your provider to specific voice agents.
Behavior notes:
  • Using your own SIP trunk lets you keep existing carrier contracts and phone numbers while routing calls through Elementum’s voice agent stack.
  • Per-call audio, transcripts, and telemetry still flow through Elementum for logging and agent memory.
  • Outbound caller ID and number porting are handled by your telephony provider, not by Elementum.

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