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.
Outlook Q1/2025
Platform
Topic
Component
Details
Estimated Timeline
Status
Link
Ticket
1
Easy Export of Reports and Copy Button
Elastic Search
Status
colour
Green
Yellow
title
Recording
Enable easy export of reports in the platform and add a copy button
Status
colour
Green
title
DONE
Ingestion
Implement elastic search for a faster and more accurate search
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7039
8351
2
Previous Reports of the client in the sidebar
Seed Parameter: Most Reproducible Outputs
Status
colour
Green
Blue
title
RecordingChat Interface: Save Prompts (Prompt Library)
CHAT
Enable the users to see previous reports that were generated for a client room in the sidebar during a call
Status
colour
Yellow
title
In progress
3
Ensures the most reproducible outputs possible for identical questions and documents, though not fully deterministic.
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8250
3
Consumption analytics
Status
colour
Blue
title
CHAT
Enables
the end user to save his/her own prompts in the different spaces
and admin to export the .csv on a platform to review the token consumption
Release 10
4
SCIM
Status
colour
Green
Blue
title
DONE
CHAT
Enable SCIM for user group sync
Release 02
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
5948
6148
4
Improved Knowledge Base
Status
colour
Green
title
DONE
5
Implement Magic Table
Status
colour
Blue
title
CHAT
New view and structure of the knowledge base enabling admin users to create new folders (scopes)
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 08
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
5560
8455
5
Enable multiple embedding models
6
Ingest Teams recordings
Status
colour
Blue
Green
title
CHAT
Enable multiple embedding models per cluster to enable the client to easily test.
Status
title
not started
Connector
Ingest Teams recordings/transcripts directly form Teams
Release 12
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7297
8048
6
7
Knowledge Base: folder settings and access control
Multimodality: Voice
Status
colour
Blue
Green
title
CHAT
Who has write and read access to the folder and is document intelligence activated or not
-
Status
title
unplanned
Voice
Implementing prototype at scale
Release 06
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
5776Spaces concept: Scope rules
6988
7
8
Integrate recording as a use case in the chat menu
Status
colour
Blue
Green
title
CHAT
Filter frontend for metadata (e.g. no file older than 6 months)
Status
title
unplanned
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5773
8
Spaces concept: Assign space manager
recording
Implement the recording calendar in the chat Menu interface
Release 20
9
Chat over multiple calls
Status
colour
Blue90760084-
Green
title
CHAT
Ensures that only eligible users can see the spaces they are managing and not all spaces.
Status
title
not started
Jira Legacy
server
System Jira
serverId
Recording
Enables the user to chat over multiple calls and generate a summary or ask questions etc.
Release 18
10
Connecting recording transcript with chat
Status
colour
Green
title
Recording
Enables the seamless combination of chat and recording
Release 20
11
Enabling image ingestion (GPT-Vision)
Status
colour
Yellow
title
Ingestion
Enables the ingestion of documents with pictures
Release 04
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
5775
7351
9
User Management: Create and manage groups
12
Ingestion Pages as images with custom prompt
Status
colour
Blue
Yellow
title
CHAT
Enables you to create, edit and delete groups in FE
Status
title
unplanned
10
User Management: View user details and group and files
Status
colour
Blue
title
CHAT
Provides you an overview on who is part of which groups and has access to which folders
Status
title
unplanned
11
File retention (Upload & Chat)
Status
colour
Blue
title
CHAT
Automatically deleting the files uploaded in the upload & chat
Status
colour
Green
title
DONE
12
Make blob storage restricted to be only accessible from the pod network
Status
colour
Blue
title
CHAT
Status
colour
Red
title
Security
Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-
Ingestion
Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7426
13
Custom Chunking Strategies
Status
colour
Yellow
title
Ingestion
Allow for custom chunking strategies during ingestion
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8781
14
Image-Text Sharepoint Ingestion with GPT Vision Integration
Status
colour
Yellow
title
Ingestion
Enables the ingestion of Sharepoint containing both text and images through GPT Vision. The system automatically analyzes and describes images within Sharepoint using GPT Vision, integrating the descriptions into the document’s text data for comprehensive analysis and improved searchability.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8960
15
Contextual Retrieval Integration
Status
colour
Yellow
title
Ingestion
This feature enhances retrieval accuracy by adding chunk-specific context to show how each chunk is related within the document. This ensures retrieved chunks are more connected to the overall document structure, improving relevance and usability.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7165Chat Interface: Stop Generating Chat Response
8979
13
16
SDK improvement
Status
colour
Blue
Purple
title
CHAT
Enables the end user to stop the answer generation and start a new question (similar to ChatGPT)
Status
title
not started
AGENTIC-FLOW
Move first function call into Python to have more control in combining tools.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
4824Knowledge Base: Bulk Delete
8676
14
17
Graph Report Generation
Status
colour
Blue
Purple
title
CHAT
AGENTIC-FLOW
Enables the
admin to select multiple files and folders to delete at once
Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user)
Status
colour
Green
title
DONE
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.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7227
8678
16
Consumption analytics
20
Always generate the same Report for the same Prompt
Status
colour
Blue
Green
title
CHAT
Enables and admin to export the csv on a platform to review the token consumption
Status
title
not started
17
SCIM
Status
colour
Blue
title
CHAT
Enable SCIM for user group sync
Status
colour
Yellow
title
In progress
Recording
Set same seed parameter for all Reports
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8288
21
Make Whisper transcription at least 5 times faster
Status
colour
Green
title
RECORDING
Upgrade to Whisper Turbo
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6060Chat History: Rename Chats
8615
18
22
Display images in chat
Status
colour
Blue
title
CHAT
Enables user to rename their chats
Status
title
not started
Ability to display images in chat
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7389Chat Interface: Improve bullet point view
8367
19
23
RBAC based authorization system for all objects in unique
Status
colour
Blue
title
CHAT
Enables user to get a bullet point view as output
Chat
Fine grained control over who can modify, read, access what objects in Unique beyond files/folders
24
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
Agent is able to check completeness of customer documentation for the initial KYC review
33
KYC Questionnaire
Status
colour
Blue
title
CHAT
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.
chat
Status
colour
Purple
title
AI-Agent
Agent is able to fill in standard KYC questionnaire for vanilla cases
34
KYC Report Summary
Status
colour
Yellow
Blue
title
In progress
chat
jira
Status
server
colour
System Jira
Purple
serverId
key
UN-6988
26
Ingestion: Automatic retry of failed files
title
90760084-0a34-36a4-b68d-47bee664ede0
Status
title
not started
AI-Agent
Agent is able to make a structured management summary of the initial KYC report
35
Benchmarking v2 Concept
Status
colour
Blue
title
CHAT
Implement retries on ingestion before marking the file as failed.
Complete designs for new benchmarking and plan single tasks of the epic
Note that this is only the concept and not the implementation
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7231
6185
27
Knowledge Base: Include ingestion date for failed
36
Ingestion of password protected files
Status
colour
Blue
Yellow
title
CHAT
Ingestion
Enables
user to see the date for files who failed to upload
Status
title
not started
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.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7232
8544
28
Chat Interface: Enable Translation Use Case
37
WAV/MP3 ingestion
Status
colour
Blue
Yellow
title
CHAT
Ingestion
Extend the UI for the translation use case
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7233
29
Benchmarking v2 Concept
Status
colour
Blue
title
CHAT
Complete designs for new benchmarking and plan single tasks of the epic
Status
colour
Yellow
title
In progress
30
Implement picture upload functionality
Status
colour
Blue
title
CHAT
Enables users to upload images to interact with them in the chat.
Status
title
not started
Enables the ingestion of MP3 and WAV on the platform
38
Enable Powerpoint generation
Status
colour
Purple
title
AGENTIC-FLOW
Enable the user to generate powerpoint presentations
Agents
1
SWOT Analysis Agent
Status
colour
Purple
title
Agentic-Flow
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.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-8722
2
Financial Statement Analysis Agent
Status
colour
Purple
title
Agentic-Flow
Predict Earnings per Share based on Financial Statements.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7350
6939
31
In-document translator
3
Investment Research Agent Version 3 (Investment Insights)
Status
colour
Purple
title
AI
Agentic-
Modules
Enables end users to upload word or pdf, translate it and download the translated document as word
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7409
32
Document comparison module
Status
colour
Purple
title
AI-Modules
Enables users to compare documents
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7410
33
Questionnaire Module
Status
colour
Purple
title
AI-Modules
Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7019
34
Multi-Module-Calling
Status
colour
Purple
title
AI-Modules
Multiple modules can be called (how is the weather in Zurich, how is the weather in Berlin, and compare the two) → Answer multiple questions
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7105
35
Credit Note Compliance Check Module MVP
Status
colour
Purple
title
AI-Modules
Compares credit note terms and conditions against policy and regulation documents.
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7277
36
Online Search Module
Status
colour
Purple
title
AI-Modules
Perform internet searches and provide properly referenced results
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6915
37
Hallucination Check
Status
colour
Purple
title
AI-Modules
Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness
Status
colour
Red
title
BLOCKED
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6881
38
RAG improvement: Chunk Relevant Sort
Status
colour
Purple
title
AI-Modules
Improve chat response by providing relevant chunks to answer the user request
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6880
39
RAG improvement: Reranker
Status
colour
Purple
title
AI-Modules
Improve chat response by providing relevant chunks to answer the user request
Status
colour
Red
title
BLOCKED
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7408
40
Number of Speakers
Status
colour
Green
title
Recording
Set the globally the range of the number of speakers for mobile/uploaded recordings
Status
colour
Yellow
title
In progress
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5159
41
Frontoffice setting: Agent is detected
Status
colour
Green
title
Recording
Enhance the call recording processing pipeline to ensure one participant is always detected as the call agent.
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7421
42
GPT-4o for Recording Reports
Status
colour
Green
title
Recording
Option to process recordings using GPT-4o
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7391
43
Easy Export of Transcripts
Status
colour
Green
title
Recording
Add button to export transcripts to file
Status
colour
Green
title
DONE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7039
44
Improve Meetings Filtering
Status
colour
Green
title
recording
Add options for meetings filtering in the All Meetings page
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7036
45
Allow customization of max duration for bot recording
Status
colour
Green
title
recording
Maximum duration of bot recording can be configured
Status
colour
Green
title
done
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7033
46
Switch Recording IDP to Zitadel
Status
colour
Green
title
recording
Recording uses Zitadel for authentication
Status
colour
Yellow
title
in progress
Flow
Combining graph inputs and output with internal and external data creating a cutting edge user experience.
Enables you to create, edit and delete groups in FE
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6718
5536
47
Mobile App can connect through App Proxy
2
User Management: View user details and group and files
Status
colour
Green
Blue
title
recording
Allow MS Entra Authentication throuh App Proxy
Status
colour
Yellow
title
in progress
CHAT
Provides you an overview on who is part of which groups and has access to which folders
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
7336
5558
48
Single public API ingestion Endpoint
3
Simplified Feature flags
Status
colour
Green
Topic
Component
Details
Priority
Note/Comment
1
Chat over multiple calls
Status
colour
Green
title
Recording
Enables the user to chat over multiple calls and generate a summary or ask questions etc.
Status
colour
Red
title
High
2
UI Extensibility v1
Blue
title
Connector
Allow public ingestion calls to be performed in a single operation
Status
title
not started
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7192
Outlook Q4
Note
The topics of this roadmap are indicative, non-binding and subject to change. Details will be added until 30.08.2024.
Chat
Fonrtend for feature flag control for simpler rollout of new features
4
Private Mode
Status
colour
Blue
title
CHAT
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
Status
colour
Blue
title
CHAT
Enables you to set benchmarking threshold for
6
UI Extensibility v1 Widget/Iframe framework
Status
colour
Blue
title
CHAT
Enables spaces to have their custom UI elements
7
Private Mode
Status
colour
Blue
title
CHAT
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
Status
colour
Blue
title
CHAT
Enables spaces to have their custom UI elements
Chat
User-Insights
9
Chat in mobile app
Status
colour
Blue
title
Medium
CHAT
3
10
Benchmarking v2
Implementation
implementation
Status
colour
Blue
title
CHAT
Enables you to set benchmarking
threshold for
Status
colour
Red
title
High
4
Chat History Extension: Search Bar and classify by date
threshold for
Agents
1
KYC: Event based Dynamic Accountiing rating Assistant
Status
colour
Blue
Purple
title
CHAT
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
AI-Agent
2
KYC: Automated Transaction Monitoring Assisants
Status
colour
Blue
Purple
title
Medium
AI-Agent
5
Connecting recording transcript with chat
3
KYC: Periodic Review Report Generation
Status
colour
Yellow
Purple
title
Recording
Enables the seamless combination of chat and recording
AI-Agent
4
Lead Generation Assistant for HNWI (High Networth Individuals)
The Portfolio Management Agent streamlines portfolio creation for Singapore teams, leveraging GPT to process non-confidential SharePoint files with images and tables for efficient, comprehensive outputs.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-7351
8
Industrialising creating spaces (project space)
Status
colour
Blue
title
CHAT
Status
colour
Red
title
High
Check custom GPT experience
Share or invite people
UI/UX
9
Feature Parity with ChatGPT by OpenAI
key
UN-8975
8
Advisory Assistant Agent
Status
colour
Purple
title
AI
AGENTIC-
Modules
Same functionalities like chatGPT by OpenAI
Status
colour
Red
title
High
FLOW
The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-
6920
8961
10
Cultivate Use Case Factory
9
Agentic report generation capability
Status
colour
Purple
title
AI-Modules
Develop Modules for the Use Case Factory
Status
colour
Red
title
High
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-6935
11
Improve RAG
AGENTIC-FLOW
Enables the creation of custom reports.
10
Contract Management Agent Version 1
Status
colour
Blue
Purple
title
CHAT
Research and test RAG improvements
Agentic-Flow
Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)
11
Offer Comparison Agent Version 1
Status
colour
Red
Purple
title
High
Jira Legacy
server
System Jira
serverId
90760084-0a34-36a4-b68d-47bee664ede0
key
UN-5185
...
Agentic-Flow
Using the magic table and the report generation capabilities to compare offers