Content Comparison

Enabling Document Intelligent intelligence GA versions

Enables the ingestion of documents trough Document Intelligent GA API improving the chunking of complex documents

Ingestion: Password protected filesImage-Text Document Ingestion with GPT Vision Integration

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.

documents containing both text and images through GPT Vision. The system automatically analyzes and describes images within documents using GPT Vision, integrating the descriptions into the document’s text data for comprehensive analysis and improved searchability.

Release 52

Elastic Search

Implement elastic search for a faster and more accurate search

Release 52

Custom Chunking StrategiesIngestion event hooks

Allow for custom chunking strategies during ingestion

Release 50

Ingestion event hooks for different file types

Ingestion event hooks for different file types

Release 52

Spaces concept: Scope rules

Filter frontend for metadata (e.g. no file older than 6 months)Release 44

Spaces concept: Assign space manager

Ensures that only eligible users can see the spaces they are managing and not all spaces.

Release 44

Upload functionality in Translation UI

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

50

Consumption analytics

Enables and admin to export the .csv on a platform to review the token consumption

Release 52

Data export role

New role for the export of detailed chat interaction and feedback (including prompts). Details see here: Roles and Permissions

Release 48

Data retention on prompts in chat

Reduce data retention of messages in chats to the same as data retention of documents.

Release 48

SCIM

Enable SCIM for user group sync

Release 4852

Ingestion: Automatic retry of failed files

Implement retries on ingestion before marking the file as failed.Release 48

Implement Magic Table

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

52

Previous reports of the client in the sidebar

Enable the users to see previous reports that were generated for a client room in the sidebar during a call

Ingest Teams recordings

Ingest Teams recordings/transcripts directly form Teams

Release 52

Multimodality: Voice

Multimodality: Voice

Implementing prototype at scale

Release 52

Integrate recording as a use case in the chat menu

Implement the recording calendar in the chat Menu interface

Release 52

Chat over multiple calls

Enables the user to chat over multiple calls and generate a summary or ask questions etc.

Release 52

Connecting recording transcript with chat

Enables the seamless combination of chat and recording

Release 52

Standardisation of deployment

Standardize the delivery of deployment artefacts for Customer Managed tenants to make the deployment simpler

Release 52

Translation: In-document translator (Excel/Word)Search Version 2

Enables end users to upload word and excel, translate it and download the translated document

• resolved overflow text

• faster processing

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 44Enhances retrieval-augmented generation (RAG) with improved document search relevancy and a hallucination evaluation mechanism to ensure generated content aligns with source data. These features increase accuracy, reliability, and user trust.

GA*

Release 52

Translation: In-document translator (PDFExcel/Word)

Enables end users to upload a pdfword and excel, translate it and download the translated document as pdf or word

• resolved overflow text

• faster processing

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 48Beta**

Search Version 3Translation: In-document translator (PDF)

Enables end users to upload a pdf, translate it and download the translated document as pdf

Beta**

Magic Table CapabilitiesAgentic Search

Interact in an excel-way-style way with agents in the background (agentic workflow)

• Automatic search query splitting enabling user to ask several questions and do comparisons in one prompt

• Combining internal and web-search capabilities enables the user to get answers from internal (internal knowledge) and external sources (from the web)

• Automatic hallucination recovery increasing the accuracy

Beta**

Investment Research Agent Version 2Magic Table Capabilities

Interact in an excel-way-style way with agents in the background (agentic workflow)

Beta**

Release 50

SWOT Analysis AgentAgentic Research Investment

• Dynamic multi-database query integration enables the integration and routing to the right databases (e.g.,

• bonds vs. stocks)

• Investment flow optimisation for relationship managers enables more dynamic interaction with the agent

Beta**

Release 52

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.

Beta**

Release 50

Financial Statement Analysis Agent

Predict Earnings per Share based on Financial Statements.

Enabling image ingestion (GPT-Vision)

Enables the ingestion of documents with pictures (already in progress - ETA Release 4)

Ingestion of password protected files

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.

WAV/MP3 ingestion

Enables the ingestion of MP3 and WAV on the platform

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.

Custom Chunking Strategies

Allow for custom chunking strategies during ingestion

Image-Text Sharepoint Ingestion with GPT Vision Integration

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.

Contextual Retrieval Integration

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.

SDK improvement

Move first function call into Python to have more control in combining tools.

Graph Report Generation

Enables the creation of graphs.

Image upload

Allows to add image upload to all agents.

Enabling image ingestion (GPT-Vision)

“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.

Always generate the same Report for the same Prompt

Ingestion Pages as images with custom prompt

Enables the ingestion of MP3 and WAV on the platform

Set same seed parameter for all Reports

Make Whisper transcription at least 5 times faster

Upgrade to Whisper Turbo

SDK improvement

Display images in chat

Ability to display images in chat

Agentic report generation capability

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

Chat History Extension: Search Bar and classify by date

Image upload as tool

Enables the creation of custom reports.

Graph Report Generation

Enables the creation of graphs.

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

Dynamic Graph interface (e.g. Stock graph/PI chart)

“Feeling Lucky” Guidance

Allows to add image upload to all agents.

Industrialising creating spaces (Project spaces)

Facilitate the creation of spaces for end users.

Benchmarking v2 Concept

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.

Always generate the same Report for the same Prompt

Set same seed parameter for all ReportsComplete designs for new benchmarking and plan single tasks of the epic

Note that this is only the concept and not the implementation

Enable Powerpoint generation

Display images in chat

Upgrade to Whisper Turbo

Enable the user to generate powerpoint presentations

Single public API ingestion Endpoint

Allow public ingestion calls to be performed in a single operation

Dynamic Graph interface (e.g. Stock graph/PI chart)

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

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

AWS Enablement

Create an AWS template

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.

Financial Statement Analysis Agent

Predict Earnings per Share based on Financial Statements.

Investment Research Agent Version 3 (Investment Insights)

Combining graph inputs and output with internal and external data creating a cutting edge user experience.

Dora Agent Version 2

Investment Research Agent Version 3 (Investment Insights)

Move DORA Agent into magic table workflow

Offer Comparison Agent Version 1

Using the magic table and the report generation capabilities to compare offers

Contract Management Agent Version 1

Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)

Document Comparison Agent Beta Version

Combining graph inputs and output with internal and external data creating a cutting edge user experience.

Dora Agent Version 2

Enables users to compare documents.

Agentic report generation capability

Move DORA Agent into magic table workflow

Offer Comparison Agent Version 1

Enables the creation of custom reports.

Advisory Assistant Agent

Using the magic table and the report generation capabilities to compare offers

Contract Management Agent Version 1

Extract specific data from contracts (such as expiration date, duration etc.) with the help of the magic table)

Document Comparison Agent Version 1

The Advisory Assistant Agent automates pitch creation for the Advisory Desk, using GPT to generate engaging recommendations from documents.

Portfolio Management Agent

Enables users to compare documents.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.