May 2026

Elementum platform releases for May 2026.

The colored badges indicate the area of Elementum where you will see the update (for example, Apps, Tables, Intelligence, or Automations).

General Availability

May 21, 2026

Agents & AI

Dynamic Dropdowns on Agent-Driven Forms Intelligence - Populate Ask User Question dropdowns from live platform data instead of static instruction-driven lists.

• Choose any object and field as a dynamic source.
• Support for single-select or multi-select responses.
• Users can search within long dropdowns to find an option quickly.

Automations

Linked Record Approvals Apps - Remove the need for separate records or workaround templates to get sign off on individual line items in your workflow.

• Configure Approval templates to run multiple times on a single record, each tied to linked records.
• Set the tag field in the Approval automation action to target specific approval instances so the automation can loop through line items and handle each independently.

Platform

AI Provider Failover Org Settings - Configure failover providers so traffic automatically reroutes if the primary AI Provider is unreachable and the backup is active.

• No manual intervention needed during a provider outage.

Organization Model Migration Org Settings - Select any AI model and migrate every usage to a different model in a single action — no need to update each agent and automation individually.

• All automation actions and agents referencing the source model switch over automatically.
• Preview every affected automation before confirming the migration.
• Track progress in Background tasks for large migrations.

May 7, 2026

Agents & AI

Custom AI Provider Intelligence - Take advantage of model flexibility by connecting any OpenAI-compatible endpoint within AI Services.

• Use any endpoint URL to connect a custom AI provider.
• Authenticate via API key or OAuth Client Credentials flow with bearer token.
• Use the custom provider across Organization agents and automations.

Agent Context Management via Summarization Intelligence - Agents stay responsive and contextually aware across longer, more complex interactions, avoiding barriers to your workflow.

• When a conversation approaches the model’s token limit, earlier messages are summarized — no user action required.

Voice Agent Authentication Configurability Intelligence - Tailor voice authentication limits and messages to each of your phone agent’s intended functionality.

• Allow callers to request a new PIN directly during a voice call.
• Customize the authentication failure message for unrecognized numbers.
• Callers have 3 attempts to enter their PIN correctly before the call is disconnected.

Platform

External User Re-Authentication Org Settings - Require external users to periodically re-verify their identity via magic link to maintain access to your organization.

• Set the Session Duration (1 hour, 8 hours, 24 hours, or 72 hours) and Link Validity (5, 15, 30, or 60 minutes) per organization.
• When a session expires, external users are blocked from the platform and automatically emailed a single-use magic link to restore access.
• Internal users are unaffected, and group memberships, roles, and data access policies are preserved across re-authentication.

AI Agent Trace Forwarding (OTEL + GenAI) Org Settings - Gain full observability into Elementum AI Agent trace data without leaving your existing monitoring stack.

• Configure (create, enable/disable, update, delete) OTEL endpoints to forward telemetry traces from Elementum to external observability platforms.
• Supported authentication types: None, Bearer Token, Basic Auth, and Custom Headers.
• Test endpoint connections directly within Elementum settings.
• Assign any combination of org endpoints to individual environments independently.

Experience

Fulfiller In-App Experience Navigation - Elementum’s navigation is now streamlined to show only the items you have permission to access, increasing your focus on the most important tasks.

• Fulfillers only see navigation items they have access to.
• Categories are hidden when a user does not have access to view or create any item inside.
• Permissions are determined within the Object. If the fulfiller has organization permissions, they still see everything in the side navigation.

Enterprise

May 21, 2026

Agents & AI

Multi-Agent Gateway Org Settings - Configure agent gateways to connect with multiple agents in an organization for a single entry point to orchestrate your AI workflows.

• Each Agent Gateway built at the org level connects to a curated set of agents.
• Assign a gateway to the Elementum homepage for a unified chat experience across agents.

Ask User Question Tool Intelligence - Collect user input with structured forms during agent chats, reducing conversation length, lowering token costs, and capturing consistent data that flows reliably into your workflow.

• Enable “Ask User Question” in an agent’s settings.
• User completes an in-chat form before returning to agent.
• Use agent instructions to control when forms are called and the questions, options, and required fields included.

Skill Tool Types Intelligence - Give your Elementum agents richer, faster access to platform data and actions by configuring skills with the new tool types.

• Configure new skill tools: Search Record, AI Search, Create Record, Update Record, or Automation.
• See a guided, multi-step configuration flow when setting up an agent with different tool types.
• Skills using the tool types execute natively — no automation needed.

Conversation Ended Tracking for A2A Intelligence - Automatically track outcomes and trigger follow-up workflows when conversations wrap up when building agents.

• Configure if an A2A conversation creates a record when the first message comes through.
• Set a timeout when building an AI agent so an A2A task can trigger an automation after a specified timeout period.

Voice Agent Caller Authentication Intelligence - Set up secure, permission-aware voice agents — callers are authenticated and scoped to their own data and access level, with flexible MFA options.

• Configure MFA for any user in your org by requiring a passcode to be entered at the beginning of a call with the agent.
• Create a voice agent that runs with the same permissions as the caller using the “Run As Current User” setting.

Automations

Automation Tracing Apps - Dive deeply into every action an automation takes in your workflow so you can quickly catch and fix logic or data errors.

• Granular Execution Traces: Full step-by-step visibility into every action, clearly isolating success and failure points within the workflow logic.
• Live Data Inspection: Access to the raw input/output payloads for every action to verify data integrity during execution.
• 72-Hour Rapid Recovery Window: Access to the inputs and outputs for all automations run within the last 3 days for real-time debugging.

Execute Script Action Record List Apps - Make bulk changes on multiple records in a single action.

• New Value References: New Record and List of Record are available in the Execute Script Action.
• Runtime Configuration Errors Prevention: Quickly distinguish the difference between single values and arrays.
• Single-execution handling of datasets: Significantly reduces workflow latency and API overhead.

Objects

Admin Managed Views Objects - Create pre-configured views in your object to allow users to track your processes in the most efficient way.

• Configure and manage customized List, Kanban, Dashboard, and Calendar views at the admin level, creating a single source of truth.
• Define default filters, sorting, column visibility and row density.
• Control record creation with a toggle for specific views or globally.
• Share the customized views with specific users or groups.

Agents on Admin Managed Views Objects - Allow users to interact with agents within the new Admin Managed Views for a streamlined chatting experience.

• Attach an agent to your admin managed view.
• Users see a chat box at the top of the view when configured.
• New Agent admin managed view type provides a full-page chat experience.

Data

AI Search on Tables Tables - Surface intelligent search across more of your data with consistency using the AI Search directly within Tables.

• Setup follows the same process as creating an AI Search table on Elements, just within the Tables object in Elementum.
• Multi-Field Search: Configure multiple fields to search on a single AI Search table, choosing between semantic search and keyword search per field for more precise, flexible results.

Link to Existing Cortex Search Service Apps - In an App or Element, connect an existing AI Cortex search on a Snowflake table to reuse search services your data team has already built, creating faster time to value.

• Select the provider, schema, database, and search table name.
• Linked search tables are available for AI Search without recreation in Elementum.
• Removing the link in Elementum does not delete the service in Snowflake.

Experience

Navigation Sidebar Redesign Navigation - A new flexible layout of the main navigation menu with new icons creates a smoother Elementum experience.

• New icons for each feature.
• Hover over nav items to see section content in a floating preview without losing your place.
• Pin the sidebar open for persistent access or collapse it to maximize workspace.
• Turn navigation labels on in User profiles if desired.

AI Powered Documentation Assistant Help Center - Quickly get answers to your Elementum platform questions with the AI Docs Assistant in the navigation bar.

• Access how-to and informational guides about Elementum features and processes within the platform.
• Click the Help icon to chat with the Docs Assistant.
• See Quick-link topics with our most popular articles.

Platform

Environment Category Indicators Org Settings - Assign a category—Development, Test, Stage, or Production—to each environment so your team always knows where they are working.

• Color-coded indicators on the Organization icon show which environment you’re in.
• Fly-out environment selector makes switching between environments easier.
• Toast notifications confirm every switch.

App Deployment History Environments - See a full deployment log for any App in the deployments page in a clear, reliable record so issues can be resolved faster.

• Each record displays the source and target environment, the initiating user, timestamp, and outcome.
• Failed deployments include error details directly on the record.

Managed Groups Visibility Org Settings - Control how system groups surface across the platform with key visibility and behavior toggles within Group Details.

• Organization Admins can toggle Mentionable, Watchable, Assignable, Approvers, and Data Access permissions on system-managed groups.

User Group Visibility Org Settings - Complete faster group membership audits with the new User Detail page.

• Open a user’s detail page to see profile information and all group membership information.

Updated Provider Management Page Org Settings - Configure your AI providers and models in fewer clicks with the new Provider Management Page that shows all options in a unified list.

• Visual refresh of the AI Services setting page making AI Providers the main way to find configured services.
• Features tab only shows features that require model configuration.