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majorΒ·Β· 39 min

3.0.0 is live

This release includes 79 items: 13 new features, 11 improvements and 55 bug fixes. Highlights include the new ENSPACE Plugin for Microsoft Word, the new Beni app and the AI agent node in Spaceflow.
August 25
EnSpace
v3.0.0

RELEASE NOTES

1. New Features

1.1 Word Plugin: ENSPACE inside Microsoft Word

The biggest launch in this version is not inside ENSPACE, but inside Word: the new ENSPACE Plugin for Microsoft Word. It is a separate product that brings your workspace into the document. From a side panel in Word itself, you sign in, choose a workspace and use the resources you already configured in ENSPACE, without switching systems. The connection goes both ways: Word reaches ENSPACE agents, playbooks and templates, and the document you work on can become a record in your workspace.

In this first version, the focus is AI and templates. You run AI reviewer agents from the document chat, applying a playbook when you want a specific set of criteria, and the suggestions arrive as Word tracked changes, for you to accept or reject one by one, generating a new version. You can also choose ready-made templates by category, turn the current document into a new template, configure variables directly in Word and create an item in the referenced category from the plugin. Task management is left for future versions.

Everything respects the workspace and your permissions: you only see and use what you have access to, every AI execution is logged for history and audit, and, when the agent requires human review, the result stays pending until an authorized user validates it.

For now, the Word Plugin is an MVP and is not yet in the Microsoft store, since it is still under review, so it does not appear in the add-in search. To get started, talk to our team and request the manifest file: once it is loaded in Word, the plugin runs directly from ENSPACE's servers, with nothing installed on the computer.

πŸ“‹ Step by step: start using the ENSPACE Plugin in Word

πŸ—ΊοΈ Guided navigation: ENSPACE Plugin for Word

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about the Word Plugin? See the documentation.

1.2 Beni AI: Beni now has its own app

Beni now has an app of its own. Instead of opening the full ENSPACE, you enter a dedicated screen, sign in and land straight in the conversation with Beni, with the same assistant and the same resources you already use inside the product. On the web, it is available at its own address, beni.enspace.io.

The biggest gain is having all your workspaces in one place. Using the selector in the top-left corner, you switch workspaces without leaving the conversation, and Beni then answers and acts within the chosen workspace, respecting your permissions. For anyone who takes part in several environments, it is the fastest way to move from one to another.

And it is not just asking. Through the conversation, Beni queries the workspace data, summarizes items, lists categories and item types, creates tasks and records and sends a summary by email, just as it would inside ENSPACE. You also choose the agent and the AI model, attach files and return to previous conversations from the list on the left, with search.

πŸ“‹ Step by step: start using the Beni app

πŸ—ΊοΈ Guided navigation: Beni app

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about the Beni app? See the documentation.

1.3 Spaceflow: AI agent node

Spaceflow now has the AI agent node. The key point is that the agent acts as a user inside the workspace: according to what is set for it on the Agents screen, it resolves a step of the flow on its own, chaining several actions until it reaches the result.

Because it is autonomous, it handles cases that would otherwise take many conditionals. A health insurer that receives reimbursement requests through a single form, for example, can let the node read each request, identify whether it is an appointment, an exam or a hospital stay, and route it to the right queue, without building a conditional for every combination. The node also walks the workspace from a reference, gathering the items related to it across different categories and handing the set to the next node, which helps when the information is scattered and you do not know in advance where it sits.

The node's tools work even with no member tied to the execution, which allows using it in flows triggered by an external integration or by a schedule.

πŸ“‹ Step by step: configuring the AI agent node

Want to learn more about the AI agent node? See the documentation.

1.4 Spaceflow: AI Extractor node

Spaceflow now has the AI Extractor node, an AI already scoped to one specific task: reading a document during the flow execution and returning the information already separated by field. Precisely because it is dedicated to that, it solves work that would be complex to assemble any other way, at low cost.

That is the case of a carrier receiving hundreds of bills of lading a day: instead of typing the data by hand, the flow reads each document and returns number, issue date, sender and freight amount as independent values, ready for checking and for the next entry. When a piece of information is not found, the matching field comes back empty, and the flow can handle that absence in a conditional.

πŸ“‹ Step by step: configuring the AI Extractor node

Want to learn more about the AI Extractor node? See the documentation.

1.5 Beni AI: New Beni Builder agent

Beni now has Beni Builder, an agent specialized in workspace configuration. It is with Beni Builder that you create and adjust categories, fields, roles, groups and members by talking, instead of going through the configuration screens.

That separates two uses that used to share the same agent: the standard Beni stays focused on day to day conversation, such as looking up records and creating tasks, and Beni Builder concentrates the actions that change the structure of the environment. This reduces the chance of an ordinary conversation triggering a structural change by accident.

Like every agent, Beni Builder operates under your permissions: if your role does not allow changing the workspace structure, neither will he.

πŸ“‹ Step by step: switching to the Beni Builder agent

Want to learn more about Beni Builder? See the documentation.

1.6 Interface: New item listing

The native category screen gained a far more flexible and practical table. The record listing becomes fully configurable: you resize the columns, choose which ones stay visible and set the order they appear in. The feature can be enabled or disabled per workspace.

In practice, this allows setting up different cuts of the same category: in contracts, for example, keeping the deadline columns in view at one point and the amount columns at another, adjusting what shows up depending on what you're checking.

The adjustments live in each column header: the width respects a minimum and a maximum limit so the table alignment holds, and columns can be repositioned. When the content does not fit the chosen width, the table truncates the text and keeps the width, so the other columns stay visible.

The same screen also handles the category's daily routine. The trash restores every deleted item at once, on top of restoring them one by one, and the action bar includes the extract report button, which exports the items already taking the table's active filters into account, from the report templates of the category. And, to add a record, the new record modal lets you choose among the category's form variations when there is more than one.

πŸ“‹ Step by step: setting up the item table columns

πŸ—ΊοΈ Guided navigation: new item listing

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about item listings? See the documentation.

1.7 Interface: New dedicated item screen

The dedicated item screen is lighter and more practical, with a two column layout that keeps everything within reach without leaving the record. On the left, the Side View concentrates the item details and its relationships, in blocks that stay in view at all times. In the center sits the main content, with the record's tabs and editing right in the field, without opening a separate screen. The timeline with the item history is still available, now inside a tab of the item itself.

One of the new pieces on this screen is the Side View, a panel that sits alongside the main content and keeps in sight the information you consult the most while you work. You choose which blocks appear and in what order, according to your process. The Side View can be enabled or disabled per workspace.

That way, whoever reviews a credit application keeps the applicant data and the linked collateral in sight while writing the opinion, without switching tabs at every check.

The Side View configuration is saved locally, in the browser: it applies to your access in that browser and is not shared with the other workspace members.

Item folders and tabs can be created and reordered according to each category's process, and the fields shown in each block are customizable as well.

In the Tasks folder, hovering over the option opens the choice between Quick Tasks and Scheduled Tasks, each with its own icon and a visual cue for the selected type.

πŸ“‹ Step by step: getting to know the new dedicated item screen

πŸ—ΊοΈ Guided navigation: new dedicated item screen

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about the dedicated item screen? See the documentation.

1.8 Fields: New editor for HTML fields

The HTML field has a new look: the editor was redesigned and now brings a complete toolbar, with undo and redo, text style, bold, italic, underline, strikethrough, code, colors and alignment. The content is stored in a structured format and can be read as JSON, Markdown or HTML, depending on the use.

As an example, a real estate agency that keeps the description of each property in an HTML field writes the text once and uses the same content in the sheet shown on screen, in the email sent to the prospect and in the proposal PDF, without rewriting it for each format. Texts created in the previous editor keep working: the conversion happens when the field is opened, with no loss of formatting, links or images.

Formatting also happens without touching the toolbar: two markup characters and a space already convert the passage as you type β€” ## becomes a heading, two asterisks on each side make it bold, and a hyphen opens a bullet list, with Enter continuing the list on its own.

In the field settings, the Preview works like a real editor: you can test the formatting right there, and through the full color picker, choose any shade using the HEX field. The Formatted Value line shows the generated HTML with the color applied.

πŸ“‹ Step by step: formatting the content of an HTML field

πŸ—ΊοΈ Guided navigation: new text editor

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about the text editor? See the documentation.

1.9 Fields: Complex expressions in field events

Field events now accept complex expressions, with conditionals and iterations, able to walk through a field that holds a list of values and pull one piece of data from each item in that list. This applies to any field that stores a list, such as Multiple Relationship and Repeater.

For example, a law firm that records the lawyers responsible for a case in a Multiple Relationship field can gather the bar number of all of them into a single text field, ready to go into the power of attorney. In a commercial proposal built with a Repeater, the same logic walks the product lines and adds up each amount to fill in the total.

Complex expressions can impact form performance. Use this option only when necessary, and prefer simple expressions for basic scenarios.

πŸ“‹ Step by step: enabling complex expressions in a field event

πŸ—ΊοΈ Guided navigation: complex expressions in field events

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about field events? See the documentation.

1.10 Spaceflow: Controlled flow versioning

Flow versioning is now controlled by whoever configures the flow. Before, the numbering advanced on its own and always at the last level: a structural change was recorded with the same weight as a minor adjustment, and correcting that was only possible for those working through the API. Now you state the type of change when saving, and the system suggests the matching number in the three level standard.

When adding one more step to a flow, for example, you indicate that the change alters the behavior of the executions and the version rises at the higher level, instead of being recorded as a fix. The history, on the Versions tab, now shows the title, the description and the real weight of each change.

πŸ“‹ Step by step: saving a new version of a flow

πŸ—ΊοΈ Guided navigation: flow versioning

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about flow versioning? See the documentation.

1.11 Spaceflow: Email Templates in the Email node

The Spaceflow Email node now accepts an Email Template, letting you apply a model already registered under Email Templates instead of building the email body directly in each node and repeating that work node by node.

In practice, this avoids having to copy and re-edit the same content in every email node of a flow whenever the model changes: you update the Email Template once and reapply it wherever needed.

πŸ“‹ Step by step: using an Email Template in the Email node

Want to learn more about the Email node? See the documentation.

1.12 Workspace: Notification bell

The notification bell, at the top of the screen next to the avatar, gathers the alerts addressed to you. Since they are alerts for your account rather than for the open workspace, they follow you into any workspace: opening an alert that came from somewhere else takes you straight there.

Notifications are generated when a Quick Task is created and assigned to you, when a Quick Task changes status, and when your name is mentioned in a comment. That way, whoever receives a demand outside the normal queue finds out right away, without having to open the task board to discover it.

Each alert shows the title, a short description of the change and how long ago it happened, and the blue dot marks what you have not read yet. From the list, you open the item that triggered the alert, which is then marked as read, or you remove the alert with the X, without touching the task that generated it.

πŸ“‹ Step by step: tracking and clearing your notifications

Want to learn more about notifications? See the documentation.

1.13 Monetary Correction: Manual sync of values

With the Monetary Correction module enabled in the workspace, the native item screen offers, in the gear menu at the top right, an option to manually sync the corrected values.

By default, the values are updated automatically whenever an index is updated in the API. The manual sync exists to force that update right away, without waiting for the next automatic cycle, when you need the values to reflect the most recent index immediately.

πŸ“‹ Step by step: syncing monetary correction values

Want to learn more about monetary correction? See the documentation.


2. Improvements

2.1 Spaceflow: New flow editor screen

The flow editor gained a tidier screen, in a two column layout, with the Executions, Versions, Comments and Logs tabs built into the page itself: you follow everything without leaving the editor. Information that used to appear duplicated in the interface, such as version, title and integration data, was removed.

Working on large flows became more direct. Each node visually indicates what changed since the last save, saving keeps you on the same page, and the system warns you when you try to leave with unsaved changes. The pending changes indicator on the Save button was also fixed.

Error validation now works on three fronts: on the flow diagram, highlighting the node with the problem; on the node configuration form; and on the save response, for what can only be checked on the server. The toggle between the old and the new view was removed, and the new one is now the only one.

πŸ—ΊοΈ Guided navigation: new flow editor screen

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about Spaceflow? See the documentation.

2.2 Beni AI: New chat experience

The Beni chat window was rethought, both in looks and in the control you have over the conversation. Starting with the appearance: the chat gained a refreshed look and now shows Beni's avatar, making it clear that he is the one helping, with more readable text blocks, faster rendering and adaptation to smaller screens.

The biggest gain, though, is in controlling the conversation. A selector at the top lets you switch the agent and the AI model on each message, without losing the history: you can start by asking the standard Beni a question and move to Beni Builder when it is time to change the structure, all in the same thread. The model list is provided by the platform and is the same for every agent.

That control has help behind the scenes: if the chosen model does not read images, ENSPACE routes the analysis to a model that can and returns the result in the same conversation, without you having to switch models by hand.

And, when the request is more delicate, Beni can first present a plan of what he intends to do and only carry it out after your confirmation, with the mode set per message. So, on requests that change several records at once, you review the proposal before any change is applied.

πŸ“‹ Step by step: switching agent and model mid conversation

πŸ—ΊοΈ Guided navigation: new Beni chat experience

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about Beni? See the documentation.

2.3 Reports: Custom fields in the task report

In the task report builder, the custom fields of the item form are available as columns, alongside the task's native fields. When one of those custom fields is of the Relationship type, only the display value of the related item is available as a column, and it is not possible to expand the fields of the related item from there.

This allows building reports that cross task data with information from the item form, such as case number or notes.

πŸ“‹ Step by step: including custom fields in the task report

Want to learn more about reports? See the documentation.

2.4 Migrations: Execution tracking in bulk actions

The bulk upload and update modal now has a tab dedicated to tracking the executions, with the progress of each submission in real time.

You can now see in that tab whether the processing is running, has finished or stopped midway, instead of resubmitting the file out of doubt and ending up creating duplicate records.

Want to learn more about migrations? See the documentation.

2.5 Tasks: Scheduled Tasks on the new table

The Scheduled Tasks screen leaves the old table behind and moves to the new one, the same table used by the item listing and the logs screen. It brings column filters, width adjustment, and the choice of which columns stay visible and in what order.

In practice, following the tasks generated by flows no longer depends on the fixed cut of the old screen. You can choose which columns stay in view, reorder them and filter by what is still open, the same way you already do in the item listing.

πŸ“‹ Step by step: setting up and filtering the Scheduled Tasks table

Want to learn more about scheduled tasks? See the documentation.

2.6 Spaceflow: Flow trigger restricted to specific fields

The item updated trigger now accepts a choice of which fields start the flow. Instead of reacting to any edit on the record, the flow starts only when one of the selected fields changes.

In practice, an approval flow that should run only when the Approval Status field changes stops being triggered by edits to the description, the assignee or attachments. That removes the queue of conditionals that existed only to block an unwanted run at the very start of the flow.

πŸ“‹ Step by step: starting the flow only when a field changes

πŸ—ΊοΈ Guided navigation: trigger by specific field

Important:
You can navigate by clicking the areas circled in orange or using the arrows in the bottom right corner of the interactive area.

Want to learn more about the Start node? See the documentation.

2.7 Integrations: Signer order in the D4Sign integration

The D4Sign integration now allows setting the signing order of a document's signers, in the same standard already available for DocuSign.

In practice, this helps when the process requires a specific sequence, for example when a signer should only receive the document after another one has already signed.

2.8 Workspace: Visual adjustments to the start screen and themes

The workspace start screen is cleaner and more aligned with the ENSPACE visual identity: the welcome card and the productivity tip component were removed, and the task cards and the category listing cards now follow a single visual standard.

The start screen now shows what is operational first, without elements that took up space without delivering work information, and the whole thing sits more cohesively with the rest of the product.

Want to learn more about the workspace interface? See the documentation.

2.9 Spaceflow: Content generation with references and variables

Spaceflow's HTML and Markdown content generation was reworked to follow the new text editor. HTML fields now accept references to entities, variables, images and the other elements of the editor.

In practice, the change reaches all content generation done by Spaceflow: task descriptions, prompts sent to AI nodes, emails triggered by the flow and the record creation and edit operations. A text written once, with its variables and references, behaves the same way at every one of those points.

Beni also understands those references and can look up the information they point to on its own when it needs to generate or evaluate the content.

Want to learn more about the text editor? See the documentation.

2.10 Fields: Upload date and time in the attachment view

The view of a File field now shows the date and time each attachment was uploaded, next to the file name.

In practice, on an item that gathers attachments over the course of a process, you can tell which one is the most recent without opening them one by one or going through the item history.

Want to learn more about File fields? See the documentation.

2.11 Monetary Correction: New calculation index available

The list of monetary correction indexes now includes the TJPR, available for calculating the corrected values.

Now workspaces that use monetary correction can apply the TJPR index directly, without a separate calculation.

Want to learn more about monetary correction? See the documentation.


3. Bug Fixes