Workflow
Assessment Names are Hidden by default on New Apps
You can now toggle whether assessment name is shown to the end user on a per-app level. By default, new apps will have this option enabled so that the end user does not see the assessment name.
Bug Fixes
- Resolved issue where Scheduled Task emails were not being sent if one of the email recipients was invalid
- Resolved User Group users not being recognised in API Assessment Create
- Resolved date input formatting issue on FORM block
- Resolved Embedded Public Assessment Error - "Hi! It seems that you've accessed an invalid or inactive link.
- Resolved Internal Server Error during csv import with User List field
- Fixed “SSO users cannot open Checkbox from Microsoft app library” on Microsoft Edge
AI Assistant
[BETA] Intelligently create matters via chat
AI Assistants now have the ability to perform the “Create Matter” action if you also have a licence for the Matter Management product. if you would like to participate in and test out this Beta feature, please contact your CSM.
Default Model on new AI Assistants changed to GPT-4o
We have updated the default model on new AI Assistants to GPT-4o. For existing AI Assistants, we recommend upgrading to the new model and retesting performance to ensure the AI Assistant is behaving as expected.
There is no additional cost to using GPT-4o.
Bug Fixes
- Fixed number field not being extracted from conversation for intelligent creation of matters
- Removed “coming soon” integrations
- Fixed number field in matter not able to be extracted
Matter Management
Features
Slack - Create Matters
Matter management now supports creating matters from within Slack channels and DMs. When a message thread is marked as a matter, Checkbox automatically captures all messages and files within the thread. New messages, and edits are also automatically tracked in the matter.
For more information head on over to our knowledge base at: https://support.checkbox.ai/hc/en-us/articles/38601120631833-Slack-Intake
Enhancements
- Matter Files Tab now filters out images (jpg, jpeg, png, svg, gif) that are <50kb in size. These images are downloadable in the conversation threads.
- Requester field: Removed constraint where Requester field was present on all matter layouts. It can now be added/removed from matter layouts.
- File upload on matter supports additional formats: .XML, .bmp, .dwg, .tiff, .wpd
Bug Fixes
Resolved the following bugs:
- Matter layouts rearrangement was not working properly
- Date/time field was not sorting by date, instead was sorting alphanumerically
- Some styling in emails weren’t working: numbered list in some emails were not coming through.
- ‘Add to matter’ email intake bug where threads would not display in matter unless user refreshed page.
- Number formatting not appearing on board view
- Slack: Matter list wasn’t loading properly when a user clicked ‘back’ in the navigation experience
- Email intake was not working if Requester or Assignee field is not in the layout