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June 2026

· One min read

June brings file attachments, conversation memory, and team-wide customization to AI Dashboards.

File attachments​

Give Agnes files as context when building reports — upload a PDF of an existing report to recreate, a spreadsheet of reference data, or a screenshot of a layout you like. Supported formats include PDF, Word, Excel, CSV, and images. Learn more →

The Attach files dialog

Conversation memory​

Agnes now remembers the earlier messages in a report's conversation, so follow-ups like "use the same grouping as before" work naturally.

Team customization settings​

Shape how Agnes works for your whole company from Settings → Customization:

  • A system prompt that teaches Agnes your terminology and business rules (job numbering conventions, status indicators, and more).
  • Dashboard styling preferences so every generated report matches your brand.

Learn more →

New data connections​

Reports can now be built on dedicated AI Data configurations, alongside existing ERP Sync configurations — with per-record-type controls over which data Agnes can use. Learn more →