March 2026

Updates released in March 2026.

Improved Connection Management

Unified session status indicators — the instance selector dropdown and the Connections management page now use the same three-state status system: Active (green), Expired (grey), and Disconnected (no indicator)
Smarter session recovery — selecting an expired connection now automatically refreshes the session using the stored credentials, instead of requiring a full reconnection cycle
Reconnect action — added a "Reconnect" option in the connection actions menu, allowing you to manually trigger a full token refresh when needed
Compact connection table — the connection type badge is now displayed inline with the instance URL, and all actions are consolidated into a single overflow menu for a cleaner layout

Agent Rename: System Expert → System Architect

The System Expert agent is now called System Architect — emphasizing its role in architecting and designing the ERP system itself
New description: "Architects the ERP system: solves complex business problems, configures custom logic, workflows, settings, and specialized apps."
Internal key erp_manager remains unchanged — no impact on existing automations or saved agents

Knowledge Base

Indexed the full help of Retail POS Manager, making it searchable through the Advisor agent

Calendar Management Improvements

Faster event creation — calendar now retrieves available document types in a single step alongside events, eliminating the need for a separate query before creating an event

Speech Mode Improvements

Various stability and reliability improvements to speech mode across all interaction types (Dictation, Voice → Text, Voice ⇄ Voice)

Speech Mode: Separate Dictation Mode

Dictation mode is now a distinct speech mode, separate from Voice → Text. Use it as a pure drafting tool — speech is transcribed into a text buffer that you review and edit before sending. No AI execution is triggered; you stay in full control of the final message.
Turn detection in Dictation controls when the buffer text is sent to the chat input: choose Manual (press Send) or Pause (auto-send after silence).
The Voice → Text mode remains available for cases where you want spoken input to trigger AI responses directly.

Calendar Management Improvements

Improved time and timezone handling — time fields now preserve the user's local timezone offset, with automatic fallback when the offset is missing
Add and remove participants — manage event attendees directly, with support for person lookup by name, email, or user ID
Social group support — associate calendar events with social groups on creation or update
View event details — new ability to fetch full event info including all participants and their record IDs

Speech Mode: Turn Detection Options

New setting: When should the AI respond? — choose how the AI decides when you've finished speaking:
- Manual — press Send or hit Enter to submit; gives full control over message timing
- Pause — the AI responds after a configurable silence delay (0.5s to 1.4s, default 0.8s)
- Automatically (Semantic) — uses semantic voice activity detection to intelligently determine when you've finished (Voice ⇄ Voice only)

Speech Mode: Voice Input Editing

Click-to-trim — click any word in the transcript to delete it and all words after it; words highlight on hover to preview what will be removed
Delete last word — dedicated button next to the transcript (also available via Backspace on keyboard)
Clear all — X button to instantly clear the entire transcript
Send with Enter — press Enter on the keyboard to send the buffered transcript
Appends to input — dictated text is added to the chat input field instead of being sent immediately, so you can review and edit before sending

Save Turn Context (Experimental)

New experimental setting: Save turn context — preserves tool call history between turns so follow-up messages are faster and more accurate
When enabled, previous tool calls and their results are sent as structured context to the AI, preventing it from re-fetching data or losing track of earlier results
Toggle in Settings → Experimental

File Management Capability

New File Management capability for listing, retrieving, and attaching files to ERP.net objects
Manage files attached to any ERP object using the Extensible Data Object (EDO) pattern via Systems.Core.ObjectFiles
Organize objects hierarchically using Folders — create folder structures and move objects between them
Uses a gating pattern: call get_file_management_instructions first to unlock list_object_files, get_file_from_object, and attach_file_to_object
Available to Business Specialists and above

Retail POS Help Documentation

Operator's knowledge base now includes help documentation from the Retail POS companion app
Users can ask questions about Retail POS features, configuration, and troubleshooting directly in chat
Search results link to the official Retail POS help pages at retailpos.app.erp.net/help

Speech Mode Now Available to All Users

Speech mode is no longer an experimental feature — it is now available to all users from Settings → Experimental
Three interaction modes: Voice → Text, Voice → Text → Voice, and Voice ⇄ Voice (real-time conversation)
Customize language, voice (Male/Female), playback speed, and noise reduction
Speech sessions have full access to the same tools and capabilities as text-based chat

Manage Agents Capability

New Manage Agents capability allows you to list, create, update, delete, and share your custom agents directly through chat
Create agents using natural language — describe the agent you need and the AI builds it for you, including name, identifier, instructions, greeting, and suggested actions
Update or refine existing agents conversationally — change instructions, base agent, reasoning level, or greeting without leaving the chat
Share agents with colleagues by email or remove shares, all through natural-text commands
Available to Power Users and above when using System Architect, Partner, or Nexus agents
Follows a discovery-first pattern: the agent lists your existing agents before making any changes

Expanded File & Image Attachments

Chat now accepts a vastly expanded range of file types as input — including PDFs, Word, Excel, PowerPoint, CSV, code files, images, and more (50+ formats supported)
Images are analyzed at high detail for accurate visual comprehension
Maximum file size: 10 MB per attachment

30% Reduction in AI Credit Usage

Internal optimizations result in approximately 30% lower AI credit consumption per conversation

Bank Sync Help Documentation

Operator's knowledge base now includes help documentation from the Bank Sync companion app
Users can ask questions about Bank Sync features, configuration, and troubleshooting directly in chat
Search results link to the official Bank Sync help pages at banksync.app.erp.net/help
Article drill-down (get_knowledge_article_info) now correctly supports Bank Sync articles — previously, requesting details for a Bank Sync article returned empty results