With this release, we take a decisive step in our value promise: delivering an agile, intelligent, and business-centric product and service.
The beta version of Athenea AI Copilot is now available — a cognitive assistant designed to transform the way organizations streamline their document management processes. This release marks a milestone in AI-powered configuration for ECM, enabling teams to achieve unprecedented levels of speed and efficiency.
Our ambition is to redefine the ECM market, shortening project timelines from years or months to just days or weeks, thanks to Artificial Intelligence capabilities that allow you to:
Configure the platform using natural language, without technical knowledge or repetitive tasks.
Automate business processes in weeks, not months.
Adjust and refine configurations quickly and safely.
In this first version, Athenea AI Copilot can propose complete configurations from a simple business case description. Users can iterate with the assistant until achieving the desired result and, once confirmed, Athenea will automatically configure spaces, forms, and fields.
And this is only the beginning. In upcoming releases, we will continue incorporating new capabilities such as dictionary creation, lifecycle setup, automatic installation of operations, and much more.
✨ With Athenea AI Copilot, a new stage begins — one where agility, intelligence, and innovation drive your digital transformation.
PR 3288 +Info 🚀op_embed_document_to_knowledge_base to generate a document embedding on demand and add it directly to the Knowledge Base index✨. PR 3276 +InfoPR 3279 +Info 💡PR 3285 +InfoPR 3297 +Info 💪🏼PR 3291 +Info 🚀PR 3308 +InfoPR 3337 +InfoPR 3292 +Info 🤖The ability to search by author groups in advanced search is added, expanding the available criteria to filter results. PR 3357 +Info 💡
A feature flag is added in team settings to display custom dashboards as buttons in the top bar, allowing quick switching between them. The buttons adapt to available space and text is trimmed if necessary. PR 3345 +Info 💪🏼
✨ AI for generating operations or custom automations now includes, in its context, basic information about the space, the active forms in it, and their fields. PR 3317 +Info 🤖🌟
You can now chat with documents ✨ from the form’s documents tab. PR 3320 +Info
Knowledge Bases ✨ now include information about the lifecycle states of documents in the prompt used by the AI. PR 3342 +Info
An option is added in the form configuration to disable manual lifecycle initiation, preventing users from starting them directly. PR 3335 +Info ⭐️
Service users are now allowed to view the API tab in forms, adding the corresponding permissions. PR PR 3329 +Info 🔝
The clipboard now allows creating a hyperlink between a document and a folder from navigation. PR 3339 +Info 💪🏼
It is now possible to control whether the title of the documents of a form is editable or not. The allow_edit_title property is added in form configuration. PR 3330 +Info
An option is added to send related documents as attachments in the op_viafirma_main_document_request_table_metadata operation. Only PDF documents are sent, up to a maximum of 10, prioritizing the most recent ones. PR 3304 +Info ⭐️🔝
The document name is added to the title of the task modal, making it easier to identify which document is being worked on in each task. PR 3332 ✨
The possibility is added to modify the creation date format of related documents through a new configuration property. PR 3328 +Info 🔝💪🏼
An option is added to allow disabling GeoIP via the GEOIP2_ENABLED setting. By default, the option is enabled (True) to avoid altering current behavior. This allows controlling location retrieval through the get_geoip_from_ip method. PR 3309 +Info 🚀🚀
Functionality is added to customize the title of custom document creation modals. This allows displaying a specific title depending on the context in which the modal is opened. PR 3303 +Info 💪🏼
It is now possible to configure which columns of the legacy trays will display advanced filters through the advanced_filter_columns property in queues. PR PR 3293 +Info
The possibility is added to link the OpenAI assistant directly from the team configuration using the assistant_id field. PR 3290 🤖🤖
Dictionary and space descriptions are now visible from the product interface. PR 3282 ✨
The possibility is added to require a comment when clicking the action buttons of a task. PR 3280 +Info 💪🏼
Domain saving is corrected when editing a team’s subdomain. PR 3264 💡
Performance is improved for queries on expiration dates in object permissions. PR 3267 🔝
The functionality of the global NOT operator in the query builder is corrected. PR 3366 ✨
The use of RegExp.escape is corrected to improve compatibility across browsers and devices. PR 3269
Refreshes are executed after completing an operation with an error from metadata. PR 3265 🌟
A success toastr is shown when executing manual operations. PR 3277 🚀
In the Users menu, the number of visible groups per user in the table is limited to improve visualization. An expand option is added to view all user groups. PR 3272 💡
Integrity issues are corrected and necessary frontend files for Swagger are included. PR 3278 🚀
A warning is shown when an automation is not enabled in the document’s space. PR 3268 💪🏼⭐️
Queue options are shown only to team administrators. PR 3299 🔝
The document request operation is adjusted to avoid assigning an expiration date if the parameter is not provided, and errors are corrected in views without a configuration object. PR 3301
Opening documents in new tabs using the CTRL key is corrected, keeping the text highlight in advanced searches. PR 3305 ⭐️
Tabulation is removed from the metadata refresh button by adding tabindex="-1". PR 3318
Actions that the user cannot perform on related documents are now hidden. PR 3321 🚀✨
Modals in the datatable are correctly displayed in the related documents preview. PR 3326 🔝
An error preventing the visualization of the flow diagram in parallel lifecycles is corrected. PR 3327 💡
The table-type field editor is adjusted to be responsive when zooming on the page. PR 3331
The display of the field category card in the form configuration is corrected. PR 3334 🚀
reCAPTCHA validation is corrected, including the expected Content-Type header. PR 3338
The default value for boolean-type metadata is now properly set. Previously, the default value for boolean fields was not being respected. Now, to set “True” as the default value, the metadata type can specify “True” or “true”. PR 3349 🚀💡
An error is corrected when creating a custom condition for a lifecycle transition. PR 3361 ✨
An error message is now displayed in the advanced search chat when an exception occurs, preventing exposure of the full error trace. PR 3343 💪🏼
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