All releases

v1.17.0: AI Dashboards & Agent Artifacts

The AI can now build Salesforce dashboards from a natural-language prompt. Describe what you want to see, and the builder agent authors a structured layout wired to your live org data — no AI in the render loop means re-opening a dashboard re-queries Salesforce directly, without spending any AI credits.

New Tools & Features

  • AI Dashboards: Describe a dashboard in plain language and the AI produces a structured layout bound to your real Salesforce data. The result is a live dashboard: data is fetched fresh from your org every time you view it.
  • Dashboard Builder: A split-view workspace — AI agent on the left, live dashboard preview on the right — that auto-saves as the agent iterates, so there is no manual save step.
  • Version History: Every save creates a snapshot. Browse the full history of a dashboard and restore any previous version at any time.
  • Dashboard Templates: A gallery of pre-built starting points you can clone and customize into your own dashboards.
  • Agent Artifacts: The AI agent can now produce polished, self-contained HTML deliverables — charts, summaries, formatted reports — saved persistently to your conversation. Artifacts reopen in a side panel even after the conversation is long over.

Bug Fixes

  • Dashboards: The Dashboards card is now visible on the Home page.
  • Dashboard Builder: Fixed a crash in the builder when the AI provider returned certain response shapes.
  • Dashboard Builder: Improved compatibility so both Claude and Gemini models can successfully author dashboard specs.