Feature: Advanced Document Anonymization and AI-Powered Monitoring in Athento

Rated 5 out of 5

Athento strengthens its AI-powered document management offering with advanced document anonymization, enabling the secure protection of sensitive information across all types of documents, including scanned PDFs without digital text. Through multilingual automatic detection of sensitive entities, Athento ensures compliance, privacy, and consistency at scale. AI now goes a step further: it not only responds to user queries, but also generates new documents directly from Knowledge Bases, closes the knowledge lifecycle, and continuously learns from user feedback to automatically execute actions.

The platform also expands its monitoring, control, and visibility capabilities, introducing new system monitors, consumption charts, detailed statistics, and analytics tools that provide deeper insight into platform usage, performance, and AI activity.

Finally, this release introduces two key enterprise integrations that reinforce connectivity across the business ecosystem: Zendesk Guide, enabling the creation, synchronization, and management of knowledge articles, and Dropbox, allowing direct migration of documentation into Athento. The result is a more connected, more intelligent platform, ready to scale critical business processes with maximum control, security, and confidence.

Features

  • The op_anonymize_document operation has been created to generate anonymized documents based on previously identified entities PR 3384 +Info ✨

  • An operation has been added to detect sensitive entities in PDFs using spaCy’s multilingual model, with the ability to ignore specific words and store detected entities as a document feature PR 3380 +Info 🚀⭐️

  • A simplified document view has been created specifically for Knowledge Bases, displaying fields according to user permissions and allowing read-only preview PR 3409 +Info 💡

  • In folders shared with external users, it is now possible to configure whether fields are displayed in the document view or not PR 3454 +Info 💪🏼

  • 🎁 Zendesk Guide integration: The new integration allows downloading, creating, or updating a Zendesk Guide article. The article ID can be stored in a field for later use PR 3483 PR 3488 PR 3505+Info upload articles +Info update articles. A command has also been added to create folders by Zendesk sections, assigning the corresponding documents to each folder based on its section_id PR 3511 ⭐️🚀

  • 🎁 Dropbox integration: Configured at team level, allowing connection to Dropbox using a temporary access token. In addition, a command has been released to migrate documents from Dropbox to Athento PR 3447 +Info 🚀⚡️

  • The Knowledge Base can now generate new documents from the received response PR 3502 +Info 🤖

  • 🎁 You can now enable custom buttons for document creation from the application header or sidebar PR 3433 +Info 💪🏼✨

  • A new Process Monitor tab has been added to the Health menu. Here you can view system status (CPU and memory usage) and running processes. The system process table can also be sorted by CPU and memory PR 3512 PR 3517 🌟

  • It is now possible to configure a custom template for the Knowledge Base search view, allowing the page layout to be adapted to specific needs PR 3504. Additionally, the Knowledge Base search results table can now be customized by modifying column titles via JSON in the table_configuration attribute of the KnowledgeBaseSearchConfiguration model. New columns can now be added beyond the default ones PR 3496 PR 3400 +Info 💪🏼🚀

  • New HTML-type widget for the new dashboards, useful for inserting instructions or helpful links, for example PR 3507 +Info 💡

  • Operations can now be conditioned from the Space Automation tab. Conditions can also be generated using AI 🦾 PR 3478 +Info 🤖⚡️

  • Entity anonymization has been added for PDFs without digital text using ocrmypdf to generate a temporary PDF with extracted text PR 3497 +Info 🔝🌟

  • AI request statistics have been added to the Admin Console, including call charts and sent/received token metrics PR 3487 +Info ✨🤖

  • From the Admin Console, clicking on indicators now opens a statistics chart with period filters PR 3546 +Info 💪🏼

  • You can now move and copy documents and folders between spaces using the clipboard PR 3547 +Info ⭐️

Updates

  • Improvements to the hook for password change logging, automatically recording when a user updates their password PR 3372 🌟

  • Operation documentation has been added directly to the parameter configuration pop-up, allowing users to view relevant information while configuring the operation PR 3375 💡

  • The URL_APACHE_BLACKLIST setting has been added to restrict additional URLs and improve access control PR 3374 🔝

  • Athento now allows local embedding generation without relying on an external service PR 3381 +Info 💪🏼

  • Logging has been implemented for each request made to Athenea, enabling full tracking of AI usage PR 3377 +Info 🤖✨

  • Information in the document history has been improved for cases where a lifecycle change is forced PR 3420 ⚡️

  • Support has been added to apply the user locale to numeric fields, adjusting formatting based on browser regional settings PR 3426 +Info 💡

  • An option has been added to change the document space from the bulk edit tab of the form PR 3408 +Info 🔝⚡️

  • Embedding generation has been decoupled from OpenAI, allowing each integration service (OpenAI or Gemini) to manage its own embeddings PR 3403 +Info 🤖⭐️

  • It is now possible to filter Knowledge Base documents by lifecycle state PR 3394 +Info 🤖

  • A new “This year” period filter option has been added to custom charts PR 3434 🔝

  • Visual improvements have been applied to AI Teams configuration, preserving line break formatting and fixing visibility issues for forms without an assigned user PR 3436 🤖

  • All advanced search buttons have been added to the gallery view PR 3441 +Info ⚡️

  • It is now possible to use a date-type field as the X-axis in custom charts PR 3453 +Info 💡

  • The AI team configurator now also configures dictionaries PR 3464 +Info 🤖

  • Advanced search filters have been added to the configuration of search widgets in the dynamic dashboard PR 3419 +Info 🤖✨

  • It is now possible to check service monitor connections from the interface, both individually and globally, also displaying the last recorded exception PR 3424 +Info 🔝

  • Documents can now be updated or removed from the Knowledge Base index PR 3486 +Info 🤖💡

  • Loading times for the operation parameter edit modal have been improved by using a single REST query and limiting unnecessary serializer fields PR 3475 🚀

  • In Knowledge Bases, when a user provides feedback on an answer, it is now possible to automatically execute operations defined in the feedback field if the corresponding flag is enabled PR 3494 ✨

  • The new Document Request template has been updated to include selected read-only fields PR 3506 💡

  • An option has been added to configure whether relevant documents are shown in a Knowledge Base, allowing them to be hidden or displayed as needed PR 3495 🚀💪🏼

  • Numbers in custom charts are now displayed using the format configured in the field PR 3467 🌟

  • It is now possible to export the approval email report from the corresponding form PR 3500 +Info ⚡️

  • You can now enable a simple previewer for Document Delivery PR 3542 💪🏼

  • A new “Parent Tasks” panel has been added to the document view, showing parent document tasks PR 3520 +Info ⭐️🚀

  • The colors of the new Document Request view have been updated to use Athento corporate colors PR 3493 ⚡️

  • It is now possible to filter related fields by parent in advanced search PR 3452 🔝

  • A rich text editor can now be enabled for Text Area fields PR 3383 +Info 🚀

Bugfix

  • In table-type field editing, the z-index of selectors has been fixed so dropdowns display correctly PR 3387 ✨

  • Task emails are now sent using the sender defined in the notification template PR 3373 💪🏼

  • Public documents are now hidden when sharing a folder, ensuring external users only see the shared folder PR 3401 💡

  • An import error has been fixed to prevent the same metadata type from appearing in multiple form categories PR 3402 ⭐️

  • Only visible metadata is now shown when filtering document fields PR 3386 🚀

  • The height of the related documents gallery and document metadata is now automatically adjusted for balanced visualization PR 3382 🔝

  • Issues with operation visualization and installation in the Space Marketplace have been fixed PR 3398 💪🏼

  • The value 0 is now displayed correctly in numeric fields within document tables PR 3407 ✨

  • The total number of documents is now calculated correctly in the backup evolution chart PR 3412 🚀

  • The permission denied exception is now displayed correctly when a user accesses a Knowledge Base without permissions PR 3404 🤖

  • Documents can now be previewed in the advanced search gallery PR 3405 ⚡️

  • When sharing a folder with a deactivated user, the user is now automatically activated PR 3418 🌟

  • Field-specific configuration issues have been fixed for Multichoice fields with Document subtype PR 3397 👏

  • An issue when downloading documents without extensions has been fixed, ensuring files are downloaded with the correct extension PR 3416 💪🏼

  • The project ID and assistant ID are now included in OpenAI only when configured, preventing errors when missing PR 3425 🤖

  • A date format issue causing failures in the op_check_document_duplicated operation has been fixed PR 3410 ⚡️

  • Filtering by author in the form document table has been fixed PR 3429 ✨

  • The advanced search query is now preserved when switching to gallery view PR 3406 🌟

  • An issue causing newly created metadata not to be visible by default has been fixed PR 3430 💡

  • Date field formatting in itables has been corrected PR 3427 🔝

  • Mongo archiving visibility is now controlled via a setting (disabled by default) PR 3431 🚀

  • Previewing .doc and .docx documents from the public queue is now supported PR 3376 ✨

  • Options for choice/document fields are now listed correctly in custom document creation modals PR 3396 ⭐️

  • The video player now adjusts correctly within the modal PR 3442 💪🏼

  • An issue where object permissions were not correctly filtered by user when applying expiration dates has been fixed PR 3448 💡

  • The Query Builder dropdown has been adapted for improved readability PR 3445 ⚡️

  • Translations have been added to the tasks modal PR 3457 💪🏼🌟

  • Issues with child fields being set as empty by default have been fixed PR 3461 ✨

  • Read-only metadata inputs are now displayed correctly as read-only PR 3463 🔝

  • The regular expression for saving metadata names containing multiple words has been fixed PR 3462 💡

  • Adjustments have been made to prevent errors when configuring a team using AI, ensuring consistency in keys and field subtypes PR 3465 🤖

  • Azure OpenAI configuration editing has been fixed by correcting inconsistent property names PR 3477 🤖

  • The Knowledge Base document view has been fixed to respect document listing logic PR 3472 ✨

  • An issue with the document lifecycle state selector formatting has been fixed PR 3473 💪🏼

  • An issue when renaming a Knowledge Base has been fixed PR 3474 ⚡️

  • The editor in rich text fields can now be resized PR 3479 🚀

  • The zoom button has been hidden in the OpenAI document chat PR 3482 🤖

  • The export modal now closes automatically when background export starts PR 3476 ⭐️

  • Chat with Athenea is now enabled by default, controlled by the ATHENEA_IS_AVAILABLE setting PR 3480 🤖

  • Checks have been added to ensure document request configuration exists before accessing its properties PR 3492 ✨

  • The status of cancelled tasks is now displayed correctly PR 3490 💡

  • The creation order of dictionary terms is now properly controlled PR 3499 💪🏼

  • The export mixin has been fixed to prevent exporting all tasks of a document PR 3498 ⚡️

  • Operations are no longer executed if an error occurs while updating a button-type metadata field PR 3491 🚀

  • The is_active filter is now applied when sending notifications PR 3521 ⭐️

  • Compatibility with legacy masks has been preserved in the new inbox panel PR 3518 ✨

  • Logs have been added for groups PR 3534 💪🏼

  • The height of text area fields is now adjustable PR 3527 💪🏼💡

  • A condition allowing function calls in the document view has been fixed PR 3545 🔝

  • Operations are no longer triggered when a button-type metadata update fails PR 3530 🌟

  • The Form column can now be exported when exporting documents from a queue PR 3544 ⚡️

  • Permissions on the original document are now checked when accessing a version PR 3551 🚀

  • An issue where text area fields were not displayed when loading new metadata has been fixed PR 3565 🌟

  • The Knowledge Base view for anonymous users has been fixed to prevent display errors PR 3570 ✨

  • JSON fields can now be visualized using a temporary placeholder in React PR 3567 🚀

  • An error when creating documents from choice fields with document subtype and related choice fields has been fixed PR 3573 💪🏼⚡️

  • Server-side execution of operations is now ensured for choice fields PR 3571 ⭐️

  • Images for extraction templates are now generated automatically when missing PR 3575 🚀

  • Only non-visible metadata that did not previously exist are now initialized PR 3435 💡

  • The google_ocr engine has been added to the op_extract_ocr_v3 operation PR 3579 🚀⭐️

  • Tag filtering behavior in form templates has been fixed PR 3582 ✨

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