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Picture of Veronica Meza

Veronica Meza

Athento brings more AI, blockchain and integrations, and a more agile working experience

Rated 5 out of 5

This release strengthens the platform on three fronts: artificial intelligence and agents, new integrations, and a more agile user experience. We expand the AI/MCP capabilities, add new integrations and traceability options, and keep making day-to-day work easier for both users and administrators.

Highlights include the new AI/MCP tools —document Fields, queue management and an embeddable chat assistant—, the SharePoint integration, recording documents on the Polygon blockchain, automation alerts and the ability to edit and delete comments from the Side Panel, and a new document view with the redesigned fields panel.

The update is rounded out with new diagnostic tools for administrators, several exports (Form reports, notification templates and user monitor), preview of ODT, ODS and PDF documents in the Side Panel, new filters, and a broad set of stability and usability fixes.

Features

  • Introducing a new document view with the redesigned fields panel and real-time updates (channels), which reduces the need to refresh the screen after operations. This new view is already available and will be rolled out progressively; if you want to enable it for your Forms, request it from support. +Info 🚀
  • Selective import from SharePoint: copy documents from a specific folder into the Space and Form you choose, without duplicating those already imported. PR 4348 +Info 🚀
  • An embeddable conversational assistant so external users (e.g. a bank’s customers) can check the status and documents of their case file from an external website, read-only and with token-scoped access. PR 4369 +Info 💪🏼
  • Expanded MCP capabilities for AI assistants: advanced search with ATQL in natural language, reading document metadata, and access to the documents in a queue. PR 4324 / 4383 / 4398 +Info 🚀
  • Recording documents on the Polygon blockchain, with its configuration and smart contracts panel. PR 4346 +Info 🚀
  • Automation alerts: configurable pop-up messages shown when an automation runs. PR 4391 +Info 💡
  • A comment’s author can now edit or delete it (with confirmation); previously you could only reply. PR 4325 +Info 💪🏼
  • New diagnostic tools for administrators: check the server status (+Info) and analyze error logs with the help of an AI agent (+Info). PR 4178 / 4366 ⚡️

Updates

  • Improved PDF anonymization (v2) with more accurate entity detection and a preview of the anonymized document. PR 4267 / 4335 +Info 💡
  • Improved related documents panel: you can now link existing documents, and the grid refreshes when the lifecycle state changes without reloading. PR 4319 / 4330 +Info ⚡️
  • Links to Athento documents in comments now show the document title instead of the URL. PR 4336 +Info 💡
  • You can now preview .odt and .ods documents as PDF, just like Word and Excel already did. PR 4292 +Info 💡
  • In Choice/Multichoice Field selectors of the document subtype, you can now filter by a Field’s value instead of by the document name. PR 4285 +Info 💡
  • A workflow tasks filter has been added. PR 4221 +Info ⚡️
  • You can now update the document binary from the Side Panel. PR 4174 +Info 💪🏼
  • You can now open a document in the Side Panel (without reloading the page) from a Form’s document view, to consult or edit it faster. PR 4331 +Info ⚡️
  • You can now block the upload of protected or password-protected PDFs, to keep out documents that can’t be processed afterwards. PR 4396 +Info 🚀
  • When exporting a Form report, you can now filter by creation date with the created_days_ago parameter. PR 4393 +Info 💡
  • Notification templates can now be exported. PR 4361 ⚡️
  • iTable rows are now supported in PDF templates. PR 4417 +Info 💪🏼
  • A Space filter has been added to the lifecycle chart. PR 4373 +Info 💡
  • Improved knowledge base search with chunk-based indexing. PR 4088 +Info 🚀
  • You can now resize the width of the Side Panel, even beyond half of the screen, to see the document better. PR 4381 +Info ⚡️
  • Sticky template tags have been added. PR 4399 💪🏼
  • You can now collapse and expand automations by category. PR 4181 +Info 💡
  • The default page size of queues or trays is now configurable. PR 4378 +Info ⚡️
  • You can now upload all the required documents of a case file at once; the button can also be shown or hidden from the Form configuration. PR 4354 +Info 💪🏼
  • When Athenea runs an operation from the chat, the interface refreshes automatically, without reloading the page. PR 4252💡
  • The maximum size of the action buttons’ HTML attribute has been increased to 3000 characters. PR 4388 ⚡️
  • Users are notified by email when their document batch is ready, with a configurable minimum and no repeated notifications. PR 4308 +Info ⚡️
  • In the API, document creation (POST /api/v1/file/) now accepts the children parameter to create child documents in the same JSON. ⚡️
  • In ATQL/API queries you can now get the document’s public URL with the ecm:shared_public_url column. ⚡️
  • The embeddable chat assistant is enriched with the lifecycle state description and the case file’s SLA, to give more complete answers. PR 4437 💡
  • The link lock after form submission has been extended to OTP-protected links. PR 4431 🔒

Bugfix

  • Fixed the custom period selector in the AI tab of the admin panel, and added the total tokens consumed in the period. PR 4429 💡
  • Fixed an issue where a user with write permissions on the Space could not edit their documents. PR 4401 ⚡️
  • Fixed the loading of a document’s operation history. PR 4412 💪🏼
  • Fixed an issue where the plan-limit-exceeded notice was duplicated in the admin panel on each statistics collection. PR 4426 ⚡️
  • Fixed an issue where not all items were shown when linking documents with OneDrive. PR 4422 💡
  • Fixed email sending when using the recipient parameter. PR 4415 ⚡️
  • The editable link is now locked after form submission. PR 4413 💪🏼
  • Fixed the buttons in the Viafirma modal. PR 4262 ⚡️
  • A clear message is now shown when a document’s file cannot be found. PR 4289 💡
  • Fixed the layout size depending on the Form. PR 4349 ⚡️
  • Fixed the “days ago” filter in the CSV report. PR 4350 💪🏼
  • Fixed the iTable modal that was not shown in public forms. PR 4351 ⚡️
  • Fixed the import of (choice) values on lifecycle changes. PR 4353 💡
  • Fixed the deferred saving of numeric Fields by code. PR 4355 ⚡️
  • Fixed the button-hiding condition. PR 4356 💪🏼
  • Fixed date extraction with a dot separator. PR 4357 / 4364 ⚡️
  • Fixed the copying of the folder structure. PR 4358 💡
  • Fixed the Form change on lifecycle changes by Space. PR 4362 / 4362 / 4365 ⚡️
  • Fixed the reprocessing of emails without loadable attachments. PR 4370 💪🏼
  • Removed the duplicate input in the knowledge base chat. PR 4372 ⚡️
  • Fixed the selection in iTables when it was inactive. PR 4375 💡
  • Fixed orphaned Field-type widgets. PR 4376 ⚡️
  • Fixed the advanced search table. PR 4389 💪🏼
  • Fixed the fixed header of the HTML editor. PR 4400 ⚡️
  • Fixed the display of Fields without a category section. PR 4404 💡
  • Fixed the CSV export of the user monitor. PR 4406 ⚡️
  • Fixed the datepicker that got stuck after an automation. PR 4359 / 4360 💪🏼
  • Strengthened security in user editing. PR 4019 🔒
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