Templates​

Browse a library of report starters curated by Agave, preview each one's design and prompt, and build it on your own data in two clicks. Templates are organized with tags, so you can filter to the category you need. Learn more →

Official reports​

Report owners can now mark a report Official — a green badge that tells your whole team "this is the trusted version." Filter All reports to just Official reports to find them fast. Learn more →

Starter reports​

New workspaces now come with ready-made starter reports, automatically added when your first AI Data configuration is set up — working examples from day one. Learn more →

Multi-configuration reports​

A report can now connect to more than one configuration, as long as they share the same source system and product — build a single dashboard across several companies or accounts. Learn more →

Duplicate reports​

Duplicate any report you can edit — including its full version history — to build a variation without touching the original. Learn more →

Stop a running generation​

Changed your mind mid-generation? A new Stop generating button cancels the in-progress version without affecting earlier ones. Learn more →

Personal customization settings​

In addition to team-wide settings, you can now set your own system prompt and dashboard styling, applied on top of your company's settings for reports you generate. Learn more →

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 →

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 →

Build reports by prompting Agnes​

Create a report, describe what you want ("Budgets vs Actuals for each Job"), and watch Agnes plan, query your data, and generate an interactive dashboard — with its reasoning and each data step shown live as it works. Refine the result by continuing the conversation. Learn more →

Version history​

Every edit creates a new version, so nothing is lost by iterating. Compare versions, archive the ones you don't need, and pin a default version to control exactly what your team sees while you keep improving the report. Learn more →

Sharing & permissions​

Share reports with specific teammates or your whole team, with Owner, Editor, and Viewer roles controlling who can edit and who can only view. Learn more →

Folders and starring​

Organize your team's reports into shared folders, and star the reports you use most for quick access from your personal Starred list. Learn more →