🔍 Detailed quarterly roadmap -
...
Q4/2024
| Note |
|---|
The roadmap is currently worked on, always indicative, non-binding, non-exhaustive, and subject to change. It will be updated 2x per month. If you want to receive further details about progress or scope of certain items, please consult your account manager. |
Platform
Feature | Component | Details | Estimated Timeline |
|---|
Status
Link Ticket |
|---|
| 1 |
Ingest documents with images | |||||
| 2 | Enabling Document Intelligent GA versions |
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Enable easy export of reports in the platform and add a copy button
| Status | ||||
|---|---|---|---|---|
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| Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents | Release 44 |
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| 3 | Ingestion: Password protected files |
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|
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Enable the users to see previous reports that were generated for a client room in the sidebar during a call
Enables the ingestion of password protected documents. Exclusion: This is only available for very specific settings and only with a consent of the Client. If a Client is interested, please contact your project manager. | Release 52 |
| ||||||||
| 4 | Elastic Search |
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Chat Interface: Save Prompts (Prompt Library)
| Status | ||||
|---|---|---|---|---|
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Enables the end user to save his/her own prompts in the different spaces
| Status | ||||
|---|---|---|---|---|
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| Implement elastic search for a faster and more accurate search | Release 52 |
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| 5 | Custom Chunking Strategies |
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New view and structure of the knowledge base enabling admin users to create new folders (scopes)
| Allow for custom chunking strategies during ingestion | Release 50 | ||||
| 6 | Ingestion event hooks |
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
Enable multiple embedding models
| Ingestion event hooks for different file types | Release 52 | ||||||
| 7 | Spaces concept: Scope rules |
|
Enable multiple embedding models per cluster to enable the client to easily test.
| Status | ||||
|---|---|---|---|---|
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Filter frontend for metadata (e.g. no file older than 6 months) | Release 44 |
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| 8 |
Spaces concept: Assign space manager |
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Who has write and read access to thet folder and is document intelligence activated or not
| Status | ||||
|---|---|---|---|---|
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Ensures that only eligible users can see the spaces they are managing and not all spaces. | Release 44 |
|
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| 9 | Upload functionality in Translation UI |
|
Filter frontend for metadata (e.g. no file older than 6 months)
Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents. Is dependent on items 1 und 2. | Release 48 | ||||
| 10 | Consumption analytics |
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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| Enables and admin to export the .csv on a platform to review the token consumption | Release 52 | ||||||
| 11 | Data export role |
|
Ensures that only eligible users can see the spaces they are managing and not all spaces.
New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions | Release 48 | ||||
| 12 | Data retention on prompts in chat |
|
|
| Reduce data retention of messages in chats to the same as data retention of documents. | Release 48 |
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| 13 | SCIM |
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Enables you to create, edit and delete groups in FE
| Status | ||
|---|---|---|
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Enable SCIM for user group sync | Release 48 |
|
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| 14 |
Ingestion: Automatic retry of failed files |
|
Provides you an overview on who is part of which groups and has access to which folders
Implement retries on ingestion before marking the file as failed. | Release 48 |
|
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| 15 | Implement Magic Table |
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Automatically deleting the files uploaded in the upload & chat
Enable table interactions for AI-Agents for long running jobs in an excel style way. The new UI enables the Clients for new ways of interacting with the platform. | Release 48 | ||||||
| 16 | Previous reports of the client in the sidebar |
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| Enable the users to see previous reports that were generated for a client room in the sidebar during a call |
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| 17 | Ingest Teams recordings |
|
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Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)
| Ingest Teams recordings/transcripts directly form Teams | Release 52 | |||||
| 18 | Multimodality: Voice |
|
| Implementing prototype at scale | Release 52 |
|
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| 19 | Integrate recording as a use case in the chat menu |
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|
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Enables the end user to stop the answer generation and start a new question (similar to ChatGPT)
Implement the recording calendar in the chat Menu interface | Release 52 | ||||||
| 20 | Chat over multiple calls |
|
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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Knowledge Base: Bulk Delete
| Status | ||||
|---|---|---|---|---|
|
Enables the admin to select multiple files and folders to delete at once
| Status | ||||
|---|---|---|---|---|
|
https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22
Code Formatting Word Wrapping
| Status | ||||
|---|---|---|---|---|
|
Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user)
| Status | ||||
|---|---|---|---|---|
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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Consumption analytics
| Status | ||||
|---|---|---|---|---|
|
Enables and admin to export the csv on a platform to review the token consumption
| Status | ||
|---|---|---|
|
SCIM
| Status | ||||
|---|---|---|---|---|
|
Enable SCIM for user group sync
| Enables the user to chat over multiple calls and generate a summary or ask questions etc. | Release 52 | |||||||||||||||||||||
| 21 | Connecting recording transcript with chat |
| Enables the seamless combination of chat and recording | Release 52 | |||||||||||||||||||
| 22 | Standardisation of deployment |
| Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler | Release 52 |
|
AI Agents
| 1 | Translation: In-document translator (Excel/Word) |
| Enables end users to upload word and excel, translate it and download the translated document
Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents. | Release 44 |
| ||||||||||||||
| 2 | Translation: In-document translator (PDF) |
| Enables end users to upload a pdf, translate it and download the translated document as pdf or word Exclusion: This does not include an integration into the translation UI yet but the ability to create a separated space and upload these documents. | Release 48 |
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| 3 | Search Version 3 |
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| Release 48 |
| ||||||||||||||
| 4 | Magic Table Capabilities |
| Interact in an excel-way-style way with agents in the background (agentic workflow) | Release 50 |
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| 5 | Investment Research Agent Version 2 |
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| Release 50 |
| ||||||||||||||
| 6 | SWOT Analysis Agent |
| The SWOT Analysis Agent utilizes financial API data (e.g., transcripts from earning calls, reports/filings, presentations). The SWOT Analysis agent delivers specialized assessments of companies' strengths, weaknesses, opportunities, and threats in a pre-defined structure. | Release 50 |
| ||||||||||||||
| 7 | Earnings Call Agent |
| The Earnings Calls Agent utilizes financial API data (Quartr) to offer concise summaries of key points from earnings calls, supporting better-informed investment decisions. | Release 50 |
| ||||||||||||||
| 8 | Financial Statement Analysis Agent |
| Predict Earnings per Share based on Financial Statements. | Release 48 |
| ||||||||||||||
| 9 | API Integration of financial data |
| Enable the integration of APIs (e.g. Morningstar, Factset) to retrieve real-time financial data. | Release 52 |
|
Outlook Q1/2025
Platform
Topic | Component | Details | Ticket | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Enabling image ingestion (GPT-Vision) |
| Enables the ingestion of documents with pictures (already in progress - ETA Release 4) |
| ||||||||||||||
| 2 | WAV/MP3 ingestion |
| Enables the ingestion of MP3 and WAV on the platform | |||||||||||||||
| 3 | Ingestion Pages as images with custom prompt |
| Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements. |
| ||||||||||||||
| 4 | SDK improvement |
| Move first function call into Python to have more control in combining tools. |
| ||||||||||||||
| 5 | Agentic report generation capability |
| Enables the creation of custom reports. | |||||||||||||||
| 6 | Graph Report Generation |
| Enables the creation of graphs. | |||||||||||||||
| 7 | Image upload as tool |
| Allows to add image upload to all agents. |
| ||||||||||||||
| 8 | “Feeling Lucky” Guidance |
| Automatically guides users to the correct space for posting questions on the Use-Case Mapping page. This feature analyzes the question description and directs users to the most relevant section, simplifying navigation and enhancing usability. |
| ||||||||||||||
| 9 | Always generate the same Report for the same Prompt |
| Set same seed parameter for all Reports |
| ||||||||||||||
| 10 | Make Whisper transcription at least 5 times faster |
| Upgrade to Whisper Turbo |
| ||||||||||||||
| 11 | Display images in chat |
| Ability to display images in chat |
| ||||||||||||||
| 12 | RBAC based authorization system for all objects in unique |
| Fine grained control over who can modify, read, access what objects in Unique beyond files/folders | |||||||||||||||
| 13 | Chat History Extension: Search Bar and classify by date |
| Introducing a search bar in the Chat history that enables users to search their previous prompts and ability to classify by date: Today, Yesterday, this Week, last Week, last Month | |||||||||||||||
| 14 | Dynamic Graph interface (e.g. Stock graph/PI chart) |
| ||||||||||||||||
| 15 | Industrialising creating spaces (Project spaces) |
| Facilitate the creation of spaces for end users. | |||||||||||||||
| 16 | Benchmarking v2 Concept |
| Complete designs for new benchmarking and plan single tasks of the epic Note that this is only the concept and not the implementation |
| ||||||||||||||
| 17 | Enable Powerpoint generation |
| Enable the user to generate powerpoint presentations | |||||||||||||||
| 18 | Single public API ingestion Endpoint |
| Allow public ingestion calls to be performed in a single operation |
| ||||||||||||||
| 19 | AWS Enablement |
| Create an AWS template |
Agents
| 1 | Investment Research Agent Version 3 (Investment Insights) |
| Combining graph inputs and output with internal and external data creating a cutting edge user experience. | |||||||
| 2 | Dora Agent Version 2 |
| Move DORA Agent into magic table workflow | |||||||
| 3 | Offer Comparison Agent Version 1 |
| Using the magic table and the report generation capabilities to compare offers | |||||||
| 4 | Contract Management Agent Version 1 |
| Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table) | |||||||
| 5 | Document Comparison Agent Version 1 |
| Enables users to compare documents. |
Q2/2025
Platform
Topic | Component | Details | Ticket | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | User Management: Create and manage groups |
| Enables you to create, edit and delete groups in FE |
|
|
| 2 |
User Management: View user details and group and files |
|
Enables user to rename their chats
Provides you an overview on who is part of which groups and has access to which folders |
|
| ||||||||||
| 3 | Simplified Feature flags |
| Fonrtend for feature flag control for simpler rollout of new features | |||||||
| 4 | Private Mode |
|
Enables user to get a bullet point view as output
Chat in private mode so your data is not retained longer than this session. CID data will be deteled after chat session is done | |||||
| 5 | Benchmarking v2 Implementation |
|
|
https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22
| Enables you to set benchmarking threshold for | ||||
| 6 | UI Extensibility v1 Widget/Iframe framework |
|
|
Event poller enables collaborates to develop without using ngrok
| Enables spaces to have their custom UI elements | ||||
| 7 | Private Mode |
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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| Chat in private mode so your data is not retained longer than this session. CID data will be deleted after chat session is done | |||||||||
| 8 | Frontend for User Insights |
| User-Insights | |||||||
| 9 | Chat in mobile app |
|
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Exposing of embedding to endpoint
| |||||
| 10 | Benchmarking v2 implementation |
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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| Enables you to set benchmarking threshold for |
Agents
| 1 | KYC: Event based Dynamic Accountiing rating Assistant |
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Should fix the error where users need to click on the “return to home” button
| |||||
| 2 | KYC: Automated Transaction Monitoring Assisants |
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| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
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| 3 | KYC: Periodic Review Report Generation |
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| 4 | Lead Generation Assistant for HNWI (High Networth Individuals) |
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API to connect external LLM
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| 5 | Client Proposal Presentation Assistant |
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...
Completed - Q3/2024
Feature | Component | Details | Estimated Timeline | Status | Link Ticket | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Easy Export of Reports and Copy Button | 15 Aug
| Voice in and out with currently released models (speech-to-text, generation, text-to speech) This is only a prototype and cannot be used in production. |
| Enable easy export of reports in the platform and add a copy button |
|
|
| ||||||||||||||||||||||||||||||||||||||
| 252 | Ingestion: Automatic retry of failed files Chat Interface: Save Prompts (Prompt Library) |
| Implement retries on ingestion before marking the file as failed. |
|
| title | not startedEnables the end user to save his/her own prompts in the different spaces
|
| ||||||||||||||||||||||||||||||||||||||
| 263 | Improved Knowledge Base: Include ingestion date for failed files |
| Enables user to see the date for files who failed to upload | 21 Aug New view and structure of the knowledge base enabling admin users to create new folders (scopes) |
|
| ||||||||||||||||||||||||||||||||||||||||
| 274 | Chat Interface: Enable Translation Use CaseEnable multiple embedding models |
| Extend the UI for the translation use case | 04 Sep Enable multiple embedding models per cluster to enable the client to easily test. |
|
| 28 | Benchmarking v2 Concept |
| Complete designs for new benchmarking and plan single tasks of the epic |
| 29 | ||||||||||||||||||||||||||||||||||
| 5 | File retention (Upload & Chat) |
| Enables users to upload images to interact with them Automatically deleting the files uploaded in the upload & chat . | 13 Aug |
|
| 30 | In-document|||||||||||||||||||||||||||||||||||||||
| 6 | Make blob storage restricted to be only accessible from the pod network |
| Enables end users to upload word or pdf, translate it and download the translated document as word |
|
| Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend) |
|
| 31 | Document comparison module|||||||||||||||||||||||||||||||||||||
| 7 | Chat Interface: Stop Generating Chat Response | see ticket
| Enables users to compare documents |
| Enables the end user to stop the answer generation and start a new question (similar to ChatGPT) |
|
|
| 32 | |||||||||||||||||||||||||||||||||||||
| 8 | Knowledge Base: Bulk Delete |
| 33 | Multi-Module-Calling
| Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file |
|
| Enables the admin to select multiple files and folders to delete at once |
|
| https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22 | |||||||||||||||||||||||||||||||||||
| 9 | Code Formatting Word Wrapping | see ticket
| Multiple modules can be called (how is the weather in Zurich, how is the weather in Berlin, and compare the two) → Answer multiple questions |
| Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user) |
|
| 34 | ||||||||||||||||||||||||||||||||||||||
| 10 | Chat History: Rename Chats | 03 Sep
| Compares credit note terms and conditions against policy and regulation documents. |
| Enables user to rename their chats |
|
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| 35 | Online Search Module |
| Perform internet searches and provide properly referenced results | ||||||||||||||||||||||||||||||||||
| 11 | Chat Interface: Improve bullet point view | 36 | Hallucination Check
|
|
| Enables user to get a bullet point view as output |
| https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22 | ||||||||||||||||||||||||||||||||||||||
| 12 | Event poller | 22 Aug
| Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness |
| Event poller enables collaborates to develop without using ngrok |
|
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| 37 | |||||||||||||||||||||||||||||||||||||
| 13 | Exposing embedding | 22 Aug
| Improve chat response by providing relevant chunks to answer the user request |
| Exposing of embedding to endpoint |
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| ||||||||||||||||||||||||||||||||||||||
| 3814 | RAG improvement: RerankerError Handling: Frontend Loss Connection | 22
| Improve chat response by providing relevant chunks to answer the user request |
| Should fix the error where users need to click on the “return to home” button |
|
| Image in upload and chat
| 39 |
| ||||||||||||||||||||||||||||||||||||
| 15 | Enable custom model calling (PTU) |
| API to connect external LLM |
| 40 | Number of Speakers
| be able to upload documents and images in the same space |
| ||||||||||||||||||||||||||||||||||||||
| 16 | First multimodality prototype |
| Voice in and out with currently released models (speech-to-text, generation, text-to speech) This is only a prototype and cannot be used in production. |
| 41 | Frontoffice setting: Agent is detected
| Set globally the range of the number of speakers for mobile/uploaded recordings |
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|
| ||||||||||||||||||||||||||||||||||||
| 17 | Knowledge Base: folder settings and access control | 28 Aug
| Enhance recording processing pipeline to ensure one participant is always detected as the call agent. |
| Who has write and read access to thet folder and is document intelligence activated or not |
|
|
| 42 | GPT-4o for Recording Reports
| ||||||||||||||||||||||||||||||||||||
| 18 | Knowledge Base: Include ingestion date for failed files |
| Enables user to see the date for files who failed to upload | 43 | Easy Export of Transcripts
| Option to process recordings using GPT-4o |
|
|
| |||||||||||||||||||||||||||||||||||||
| 19 | Chat Interface: Enable Translation Use Case | 31 Jul
| Add button to export transcripts to file |
| Extend the UI for the translation use case |
|
|
| 44 | |||||||||||||||||||||||||||||||||||||
| 20 | Implement picture upload functionality | 31 Jul
| Add options for meetings filtering in the All Meetings page |
| Enables users to upload images to interact with them in the chat. |
|
| 45 | Allow customization of max duration for bot recording||||||||||||||||||||||||||||||||||||||
| 21 | Questionnaire Module | 31 Jul
| Maximum duration of bot recording can be configured |
| Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file |
|
|
| 46 | |||||||||||||||||||||||||||||||||||||
| 22 | Multi-Module-Calling | 30 Sep
| Recording uses Zitadel for authentication |
| Multiple modules can be called (how is the weather in Zurich, how is the weather in Berlin, and compare the two) → Answer multiple questions |
|
| 47 | Mobile App can connect through App Proxy||||||||||||||||||||||||||||||||||||||
| 23 | Credit Note Compliance Check Module MVP | 31 Jul
| Allow MS Entra Authentication throuh App Proxy |
| Compares credit note terms and conditions against policy and regulation documents. |
|
| 48 | ||||||||||||||||||||||||||||||||||||||
| 24 | Online Search Module | 31 Aug
| Allow public ingestion calls to be performed in a single operation |
| Perform internet searches and provide properly referenced results |
|
|
Outlook Q4
| Note |
|---|
The topics of this roadmap are indicative, non-binding and subject to change. Details will be added until 30.08.2024. |
Topic
Component
Details
Priority
Note/Comment
Chat over multiple calls
| Status | ||||
|---|---|---|---|---|
|
Enables the user to chat over multiple calls and generate a summary or ask questions etc.
| Status | ||||
|---|---|---|---|---|
|
Ingestion event hooks
| Status | ||||
|---|---|---|---|---|
|
Ingestion event hooks for different file types
| Status | ||||
|---|---|---|---|---|
|
UI Extensibility v1
| Status | ||||
|---|---|---|---|---|
|
Enables spaces to have their custom UI elements
| Status | ||||
|---|---|---|---|---|
|
Benchmarking v2 Implementation
| Status | ||||
|---|---|---|---|---|
|
Enables you to set benchmarking threshold for
| Status | ||||
|---|---|---|---|---|
|
Chat History Extension: Search Bar and classify by date
| Status | ||||
|---|---|---|---|---|
|
Introducing a search bar in the Chat history that enables users to search their previous prompts and ability to classify by date: Today, Yesterday, this Week, last Week, last Month
| Status | ||||
|---|---|---|---|---|
|
Connecting recording transcript with chat
| Status | ||||
|---|---|---|---|---|
|
Enables the seamless combination of chat and recording
| Status | ||||
|---|---|---|---|---|
|
Multimodality: Voice
| Status | ||||
|---|---|---|---|---|
|
Implementing prototype at scale
| ||||||||||||||||||||||||||
| 25 | Hallucination Check |
| Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness |
|
| |||||||||||||||||||||
| 26 | RAG improvement: Chunk Relevant Sort |
| Improve chat response by providing relevant chunks to answer the user request |
|
| |||||||||||||||||||||
| 27 | RAG improvement: Reranker |
| Improve chat response by providing relevant chunks to answer the user request |
|
| |||||||||||||||||||||
| 28 | Image in upload and chat |
| be able to upload documents and images in the same space |
|
| |||||||||||||||||||||
| 29 | Number of Speakers |
| Set globally the range of the number of speakers for mobile/uploaded recordings |
| ||||||||||||||||||||||
| 30 | Frontoffice setting: Agent is detected |
| Enhance recording processing pipeline to ensure one participant is always detected as the call agent. |
|
|
| ||||||||||||||||||
| 31 | GPT-4o for Recording Reports |
| Option to process recordings using GPT-4o |
| ||||||||||||||
| 32 | Easy Export of Transcripts |
|
|
| Add button to export transcripts to file |
|
|
|
|
|
Industrialising creating spaces (project space)
| Status | ||||
|---|---|---|---|---|
|
| Status | ||||
|---|---|---|---|---|
|
Check custom GPT experience
Share or invite people
UI/UX
| |||||
| 33 | Allow customization of max duration for bot recording |
|
|
| Maximum duration of bot recording can be configured |
|
|
|
|
|
|
| 34 | Improve Meetings Filtering |
|
|
| Add options for meetings filtering in the All Meetings page |
|
|
|
|
|
|
| 35 | Mobile App can connect through App Proxy |
|
|
| Allow MS Entra Authentication throuh App Proxy |
|
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Reports
| Status | ||||
|---|---|---|---|---|
|
Creae reports
...
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Author |
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