2024.1 Changes Overview
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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…
With the release of Enate AI's latest offering - AI Analyst, wer'e taking a significant step forward to let you seamlessly integrate AI-driven activities throughout your business process.
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...
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'.
Agent users can now create email routing rules direct in Work Manager, from unhandled emails - letting you fix the issue at source so THAT kind of mail never lands in the unhandled email pile again.
These email routing rules can be run retrospectively to help clear out backlogs of Unhandled emails.
A Bulk Delete option for Unhandled Emails allows you to clear up large volumes of historic emails which are not going to be converted into work items.
New Deletion Audit view lets you see the emails which have been deleted as part of dealing with Unhandled Emails.
New Unhandled Emails Header Icon to give a more prominent awareness of when there are Unhandled Emails to deal with.
Improved Handling of Incoming Reply emails, where someone cc'd on an original mail responds.
New feature to let you create work items direct from existing emails 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 new line of text in the emails you send out, 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.
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.
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.
As part of this feature, we have also made some enhancements to configuring effort estimates in Builder and to record count
We've created a new Sentiment Analysis Report. 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 display a link to your company's privacy policy on the login page.
We've added some new optional fields on users, customers and contracts.
We've added a new option in Builder to chose to display Process groups in Work Manager.
You can also check out a detailed list of all these changes and bug fixes in the Release Notes section.