March 2026

Elementum platform releases for March 2026.

The colored badges indicate the area of Elementum where you will see the update (for example, Agents, Record Details, Workspace, Admin Settings, or Automations).

General Availability

March 19, 2026

Record Experience

Real-time collaboration experience Record Details - See who is viewing the same record and where they are focused, so you can coordinate and avoid conflicting changes. Available in workspaces and objects.

• User icon appears in bubble within the record details.

Agents & AI

Pre-Loaded Skills Agents - Accelerate Elementum agent run time by pre-loading Skills, allowing recurring tasks to be executed instantly.

• Pre-load up to 3 skills on an agent so they’re available immediately.
• Configure within the Agent building workflow.
• Added skills execute directly, lowering load time.

Workspace & Data

Global Filters for Elements, Tasks, and Charts Workspace - View consistent data across all your workspace widgets, now including information for Elements, Tasks, and Charts.

• Learn more about Global Filters.

Automations

Search Group Action Automations - Build flexible, group-aware automations that adapt as your teams and their responsibilities shift so critical communication always reaches the right stakeholder without manual updates.

• Dynamic Group Resolution: Programmatically locate predefined user groups by name during workflow execution.
• Downstream Integration: Seamlessly pass resolved groups into subsequent actions, such as tagged comments or bulk email notifications.

Enterprise

March 19, 2026

Platform & Security

Multi Factor Auth Admin Settings - Strengthen your account security with TOTP-based MFA. Scan a QR code using apps like Okta, 1Password, or Google Authenticator to activate. Once enabled, the login flow will require a one-time code to verify your identity and protect against compromised passwords.

Limit Automation Actions Per Execution Automations - The number of actions an automation can make in a workflow execution is defaulted to 1000 to prevent infinite loops.

Activity Log Refresh Admin Settings - A consolidated timeline across Support, Tasks, and App Admin records. Features clear user/system origins, searchable entries, and “click-to-expand” descriptions with detailed before/after views for faster troubleshooting.

Automations

Reorder Actions Automations - Reorganize your automation flows effortlessly with a new drag-and-drop handle. Move individual actions or entire Logic blocks (like If/Else) in one go. The system provides real-time validation to flag broken links, plus a new Undo button for quick corrections during iteration.

Trigger User Action Automations on Record Details Record Details Automations - Trigger automations from user actions on record details.

Automation Versions Automations - See what automation versions have been published previously. Start a draft from an older version when needed.

Channels

Accept Files Through Slack Agents Agents - Send attachments to Elementum agents configured in your Slack workspace.

Enable Model Configuration on Voice Agents Agents - Agent builders can now select the specific model powering voice experiences over the phone. Currently supports OpenAI GPT-4o Mini and xAI Grok 4.1 Fast for high-performance, large-context requirements.

ESA Utilities

Base64 Encode and Decode, Docs, and Testing Function Automations - Write and validate scripts more efficiently within the Execute Script actions with access to the base64 utility functions, in-editor documentation, and a new script test experience.

Agent & Chat Experience

Starting Actions for Agents Agents - Admins can now configure clickable action chips that appear in the chat UI before a user’s first message. These pre-configured prompts—complete with icons and names—allow users to kick off common tasks without typing. Actions with variable placeholders (Text, Number, or Dropdown) will expand an inline form to collect inputs first, ensuring consistent data entry every time.

Show tool calls in chat Agents - Real-time transparency in the chat experience. Users can now see exactly when tool calls are running and completed, reducing the “black box” feel and providing immediate feedback on agent actions.

• Learn more about configuring tool call messages.

Tactical: A2A Responses Agents - Receive streamed A2A messages from an Elementum Agent.

Builder

Copy Agent Tools Agents - Accelerate your agent building by duplicating or moving tools across your apps. You can now copy a tool to another agent within the same app or duplicate it on the same agent. To keep things organized, auto-generated names prevent naming conflicts during the process.

QR Code Scanning Support Record Details - Eliminate manual data entry with contextual scanning directly within record fields. Instantly extract QR data into text fields, verify or edit the results on the spot, and trigger downstream automations to parse the data across your entire record for faster asset and inventory tracking.

March 5, 2026

Agents & AI

Agent Instructions Version History Agents - Users can safely iterate on agent instructions freely, track what changed, and roll back instantly if something breaks.

• A history of instruction changes on the agent.
• Side-by-side version comparison for any previous agent for Admins.
• Reverting to a previous version saves it as the new current version.

Agent Conversation History Waterfall View Agents - Get clear visibility into how a conversation executes, making it much faster to debug and optimize agent performance.

• Agent admins can view a waterfall breakdown of all requests in a conversation — tools, responses, and timing in a single view.
• Each step shows an estimated duration so it’s easy to spot where time is being spent.
• Hovering over any step previews the message without leaving the waterfall view.

Agent Skills Agents - Agents can now discover and execute Skills at runtime — a new way to build modular, reusable intelligence into your apps.

• Create and manage Skills within an App, each with a name, description, prompt instructions, and configured automation tools.
• Admins control which skills an agent can access: all, none, or a specific selection.
• Agents can automatically discover and invoke the right skill for the task based on the name and description — no additional setup needed.

Multi-Modal on Gemini-Powered Agents Agents - When using Gemini in the Admin Builder, Personal Assistant or Record Details, attach images or PDFs with your message to the agent for extra context.

AI Search

AI Search Table Creation Enhancements AI Search - Admins gain better insight into search table setup, including setup status and improved recovery capabilities.

• AI Search tables are now created immediately in the Element, with a status indicator showing whether the underlying table is ready.
• Admins can reference and configure a search table right away, but it won’t be functional until it reaches a ready state.
• In case of error, admins can re-try the AI search creation with one click.

When an admin is configuring an AI search tool within an agent, they can specify input value references with descriptions for how the agent can use them.

• Input values can then be referenced in the filters.
• An agent can pass values into the input parameters.

AI Search from Automations Automations - Admins can add an AI Search action step within an Automation to bring semantic search directly into your workflow.

• Select any configured AI Search table as the search source.
• Add a dynamic query using value references from earlier in the automation.

Automations

Webhook Trigger Custom Response Bodies Automations - Define custom response bodies on a webhook trigger to integrate with external systems with a specific response format when calling your webhook endpoint.

• Custom Response field when creating or editing a Webhook trigger.
• Formats include JSON, cXML, or TEXT.

Reporting

Report Layout Configuration Flexibility Reporting - When generating PDF reports, use custom formatting to efficiently share and analyze the desired information.

• Choose to display associated reference values for dynamic dropdowns.
• Merge cells to create headers or consolidate information.
• Apply text formatting to reference fields, including bold, italic, font sizing, and styles.
• Duplicate PDF Report Templates to easily share formatting between several reports.