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  • ✨What's New in Enate
  • Latest Updates
    • Marketplace
      • Integration Changes - Release Notes
      • EnateAI IDP - Enhanced Invoice Field Detection
      • EnateAI AI Analyst - Iterate Prompt with AI
      • EnateAI - Document Classification
  • 2024.1
    • 2024.1 Changes Overview
      • New Feature: EnateAI - AI Analyst (Beta)
      • Improvements for Unhandled emails
        • New Feature: Unhandled Email Alert on Work Manager Homepage
        • New feature: Bulk Delete Unhandled Emails
        • New Feature: Create New Email Routes from the Unhandled Emails Page
        • New Feature to see Deleted Emails: Deletion Audit view
        • Enhancements to Unhandled Emails Filter
      • New Feature: Extension Properties
      • Email Processing Logic Changes
      • New Feature: Forecasting Feature for Cases
        • Estimated Effort Enhancements
        • Record Count Enhancements
      • New Feature: Sentiment Analysis Report
      • New Fields on Users, Customers and Contracts
      • New Feature: Creating a Work Item from an Existing Email
      • New Feature: Option for Client Privacy Policy On Login page
      • Email Signature Optimisation
      • New Feature: Content in Client Emails - 'Expression of Intent' Instructions
      • Other Changes/Enhancements
      • Release Notes
  • 2023.5
    • 2023.5 Changes Overview
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Enhancements to Incoming Email Processing
        • Rules when setting up WildCard Routes
        • Wildcard Email Routes - Runtime Scenarios
      • New Feature: Binary Data Storage Options - 'Bring Your Own Bucket'
      • Enhanced Quickfind support for Internal References containing '.' decimal points
      • Release Notes
  • 2023.4
    • 2023.4 Changes Overview
      • New Feature: Approval Flows
      • New Integration: Auto-tagging email attachments
      • New Feature: Link Tags
      • EnateAI for IDP - Document Extraction
        • Document Extraction from AzureAI
      • New Integration: Document Data Extraction from Infrrd
      • Change to Homepage Grid Display Rules
      • New Feature: User Availability Insights
      • Enhancement: More Flexible Mandatory Data Fields
      • Enhancement: Further Advanced Search Capabilities
      • Enhancement: Highlight Expiring Schedules
      • New Feature: Original Requester Contact Tag
      • New Option for Email Processing
      • Release Notes
  • Changes Overview
    • Recent Changes
  • Older Versions
    • Changes Overview - Older Versions
      • 2023.3 Changes Overview
        • New Feature: User Roles
        • New Feature: Embedded Reports
        • New Integrations - EnateAI for Email
        • New Data Capture Options
        • Views Page Enhancements & New Export Views to Excel Feature
        • Password Policy & SSO Setup in Builder
        • Other Enhancements
        • Release Notes
      • 2023.2 Changes Overview
        • Move to Multi-Page Application
        • New Feature: Focus List
        • Better Work Item Tracking Data
        • New Marketplace Integrations
        • Ability to End a Case Early
        • Supporting Currencies
        • Custom Card Localisation Option
        • File & Link Deletion on Files Tab
        • Release Notes
      • 2023.1 Changes Overview
        • Conditionality Based on an Action's Checklist
        • Bypassing Peer Reviews
        • Ability to Merge Branches
        • Allocation Method Changes
        • Plus Addressing Improvement
        • Release Notes
      • 2022.6 Changes Overview
        • Improvements to Working Between Teams
        • New 'View All' Section on Email Inbox
        • Handling of unprocessed emails
          • Unprocessed Emails Further Specifics
        • Merging Ticket Improvements
        • Custom Card Improvements
        • Email Processing Logic Changes
          • Plus Addressing
        • Email Routes Page Adjustments
        • RPA & OCR Integrations Moved to Marketplace
        • Release Notes
      • 2022.5 Changes Overview
        • Converting a Ticket into a Case Improvements
        • Bulk Create Enhancements
        • Improved Linked Work Item Options
        • Richer Checklist information
        • CHANGE TO EMAIL CONNECTOR - Fallback Email Route
        • Other Builder Changes
        • Application Credentials
        • Preparations for Self Service
        • Release Notes
      • 2022.4 Changes Overview
        • New Email Views
        • Ability to write draft emails
        • Other Email Improvements
        • CHANGE IN BEHAVIOUR - automated Ticket acknowledgement
        • Send Automated Emails for Cases
        • Ability to Link Existing Work Items
        • Improvements to Linking Work Items
        • Contact Tag Enhancements
        • Work Reassigning Improvements
        • Enhancements to Views
        • Case Short Description Added to Actions
        • Daylight Saving for Triggers
        • Incoming Email Routing Improvement
        • Other Enhancements
        • Release Notes
      • 2022.3 Changes Overview
        • Notifications Improvements
        • Files Tab in Tickets, Actions & Cases
        • Time Tracker Card Improvements
        • Timeline Improvements
        • Auto-creating External Contacts
        • Other Work Manager Changes
        • Improvements to Contact Tags
        • Release Notes
      • 2022.2 Changes Overview
        • Work Manager Changes
          • Searching for Files in Quickfind
          • Deleting an Email Attachment
          • Updates to Ticket
          • New Homepage Grid Columns
          • Further Work Manager Changes
        • Builder Changes
          • 'Global' Agent option
          • Localisation Configuration Improvements
          • Graph API Mailbox Improvements
          • Option to exclude local checklist when cloning a Case
          • Further Builder Changes
          • Dashboarding Improvements
          • 'Per Connector' Email Deduplication Option
        • Release Notes
      • 2022.1 Changes Overview
        • Release Notes
      • 2021.2 Changes Overview
        • Working with Linked Work Items
        • Sharing Emails between Linked Work Items
        • Release Notes
      • 2021.1 Changes Overview
        • Work Manager
          • New Page - Contact Management
          • Scheduling Emails and Using the Outbox Page
          • Streamlining of States
            • Case State Specifics
            • Action State Specifics
            • Ticket State Specifics
          • Home Page Grid Improvements
          • Improvements to Views
          • Enhancements to the Start Case Feature
          • Peer Review Action Enhancements
          • 'Trigger External API' Action Improvements
          • 'Wait for Sub-Cases to Complete' Action Improvements
          • Improvements to 'ABBYY FlexiCapture' Actions
          • 'Send Email' and 'Send Email and Wait' Action Improvements
          • Converting a Ticket into a Case Improvements
          • Timeline Improvements
          • Further Work Manager Changes
        • Builder
          • Service Matrix Changes
          • New Case Configuration Features
          • New Ticket Configuration Features
          • New Screen - Service Line Information
            • Creating New Ticket Types in a Service Line
            • Creating New Case Types in a Service Line
            • Creating New Action Types in a Service Line
          • Using multiple Case process for a Single Trigger
          • User Groups & Permissions
            • Setting Permissions
            • Migration of Existing Permissions
          • Improvements to Editing Steps for a Case Type
          • Showing Deleted Items
          • Viewing Activity History
          • Viewing Cases Linked to a Schedule
          • Cloning Objects
          • Easier Adding of Ticket Categories
          • Easier Copying of Data
          • Adding New Contact Tags
          • Grouping Companies under a Parent Company
          • External Contact Scoping
          • Easier Viewing of Cases Linked to a Schedule
          • Further Builder Changes
        • Overview of Enate Online Help
        • Release Notes
      • 2020.1 Changes Overview
  • FURTHER INFO
    • Feedback
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On this page
  • New EnateAI - AI Analyst (Beta)
  • Unhandled Emails New Features and Improvements
  • Further Email Changes
  • New Extension Properties Feature
  • New Forecasting Feature
  • Additional Enhancements

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  1. 2024.1

2024.1 Changes Overview

PreviousEnateAI - Document ClassificationNextNew Feature: EnateAI - AI Analyst (Beta)

Last updated 10 months ago

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In this preview release of Enate v2024.1, we've been hard at work creating some brand new features while also improving on existing ones, so let's take a quick look at what we've been up to…

New EnateAI - AI Analyst (Beta)

We're partnering with Microsoft on this to use the power of their very latest OpenAI technology right at the heart of things. So if you can ask OpenAI to perform a task, with EnateAI Analyst you can embed that to run automatically as part of your business process flow.

You can add AI Analyst Actions throughout your cases and ask it to analyse documents which you supply it. You can massively reduce the time spent having to wade through huge data files performing intricate analysis, freeing up time for more valuable work.

The possibilities here are almost endless, and the power you've got at your fingertips is matched only by how simple it is to set up. There's no coding and you don't have to change a thing - just tell the system what the business rules are to run an analysis task and it will get on with it.

An Important point to note regarding AI Analyst is that, for now, it's being released in BETA. As such, you should not use it yet in full production situations. However, you definitely should start to test it out with your real-world scenarios to see just how powerful it is.

Outside of this big AI story, we've been focusing on enhancements to help you better deal with client emails in Work Manager...

Unhandled Emails New Features and Improvements

We've made a raft of of enhancements to give you more tools to deal with Unprocessed Emails, which we're now going to refer to as 'Unhandled Emails'.

Further Email Changes

New Extension Properties Feature

  • You can now display custom fields on Users, Customers, Contracts, Services and Service Lines to capture bespoke data via the Extension Properties feature.

  • Depending on where you have chosen to add your fields, they will show accordingly when a user creates or edits a User, Customer, Contract, Service or a Service Line.

New Forecasting Feature

  • We have added a new feature that enables Work Manager users to provide more accurate estimated efforts for work items, enabling you to plan resource requirements more effectively.

  • In the long term, this data can be collated and fed back to admin users to adjust estimated effort timers and to provide more accurate forecasting for future work volumes.

Additional Enhancements

With the release of Enate AI's latest offering - , wer'e taking a significant step forward to let you seamlessly integrate AI-driven activities throughout your business process.

, from unhandled emails - letting you fix the issue at source so THAT kind of mail never lands in the unhandled email pile again.

These to help clear out backlogs of Unhandled emails.

allows you to clear up large volumes of historic emails which are not going to be converted into work items.

New lets you see the emails which have been deleted as part of dealing with Unhandled Emails.

New to give a more prominent awareness of when there are Unhandled Emails to deal with.

, where someone cc'd on an original mail responds.

New feature to let you which shouldn't be attached to an existing work item as they're really about a new request.

And one last email item: if your Enate system is running with 'Plus Addressing Only' enabled, your customers will now see a , recommending to them the best way for them to respond. Note: If your system isn't running with 'Plus Addressing Only' enabled, this change doesn't impact you.

As part of this feature, we have also made some enhancements to configuring in Builder and to

We've created a new . With this report you can drilldown into trends on emails arriving into the system and on submitted Feedback - looking at patterns for negative, neutral and positive tone detected in emails sent to you.

We've added a new option to on the login page.

We've added some on users, customers and contracts.

We've added a new option in Builder to chose to display in Work Manager.

You can also check out a detailed list of all these changes and bug fixes in the section.

Agent users can now create email routing rules direct in Work Manager
A Bulk Delete option for Unhandled Emails
Deletion Audit view
Unhandled Emails Header Icon
create work items direct from existing emails
new line of text in the emails you send out
effort estimates
record count
Sentiment Analysis Report
display a link to your company's privacy policy
new optional fields
Process groups
Release Notes
AI Analyst
Improved Handling of Incoming Reply emails
email routing rules can be run retrospectively