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Last Update

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🔍 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
Easy Export of Reports and Copy Button

Enabling Document intelligence GA versions

Status
colour

Green

Yellow
title

Recording

Enable easy export of reports in the platform and add a copy button

Ingestion

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

Status
colourGreen
title

DONE

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

7039

8571

2
Previous Reports of the client in the sidebar

Image-Text Document Ingestion with GPT Vision Integration

Status
colour

Green

Yellow
title

Recording

Ingestion

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

Enables the ingestion of 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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7351

3

Elastic Search

Status
colourYellow
title

In progress3

Chat Interface: Save Prompts (Prompt Library)

Status
colourBlue
titleCHAT

Enables the end user to save his/her own prompts in the different spaces

Status
colourGreen
titleDONE

Ingestion

Implement elastic search for a faster and more accurate search

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5948

8351

4
Improved Knowledge Base

Ingestion event hooks

Status
colourYellow
titleIngestion

Ingestion event hooks for different file types

Status
colourGreen
titledone

5

Spaces concept: Scope rules

Status
colourBlue
titleCHAT

New view and structure of the knowledge base enabling admin users to create new folders (scopes)

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

Status
colourGreen
title

DONE

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5560Enable multiple embedding models

5773

5 Statustitlenot started
6

Spaces concept: Assign space manager

Status
colourBlue
titleCHAT

Enable multiple embedding models per cluster to enable the client to easily test.

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

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

7297

5775

6Knowledge Base: folder settings and access control
7

Upload functionality in Translation UI

Status
colourBlue
titleCHAT

Who has write and read access to the folder and is document intelligence activated or not

-

Status
titleunplanned

Implement the functionality to upload xlsx, pptx, wordx and pdf to the translation UI to translate documents.

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5776Spaces concept: Scope rules

8405

7 Statustitleunplanned
8

Consumption analytics

Status
colourBlue
titleCHAT

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

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

Release 52

9

Data export role

Status
colourBlue
titleCHAT

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

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5773Spaces concept: Assign space manager

7915

8 Statustitlenot started
10

Data retention on prompts in chat

Status
colourBlue
titleCHAT

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

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

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5775

8735

9User Management: Create and manage groups User Management: View user details and group and
11

SCIM

Status
colourBlue
titleCHAT

Enables you to create, edit and delete groups in FE

Status
titleunplanned

1011

File retention (Upload & Chat)

Status
colourBlue
titleCHAT

Automatically deleting the files uploaded in the upload & chat

Enable SCIM for user group sync

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6148

12

Ingestion: Automatic retry of failed files

Status
colourBlue
titleCHAT

Provides you an overview on who is part of which groups and has access to which folders

Status
titleunplanned

Implement retries on ingestion before marking the file as failed.

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7231

13

Implement Magic Table

Status
colour

Green

Blue
title

DONE12

Make blob storage restricted to be only accessible from the pod network

StatuscolourBluetitleCHAT

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8455

14

Previous reports of the client in the sidebar

Status
colour

Red

Green
title

Security

Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)

Recording

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

Status
colourGreen
title

DONE

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

7165Chat Interface: Stop Generating Chat Response

6771

13
15

Ingest Teams recordings

Status
colour

Blue

Green
title

CHAT

Enables the end user to stop the answer generation and start a new question (similar to ChatGPT)

Statustitlenot started

Connector

Ingest Teams recordings/transcripts directly form Teams

Release 52

16

Multimodality: Voice

Status
colourGreen
titleVoice

Implementing prototype at scale

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

4824Knowledge Base: Bulk Delete

6988

14
17

Integrate recording as a use case in the chat menu

Status
colour

Blue

Green
title

CHAT

Enables the admin to select multiple files and folders to delete at once

recording

Implement the recording calendar in the chat Menu interface

Release 52

18

Chat over multiple calls

Status
colour

Yellow

Green
title

In progress

https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22

15

Code Formatting Word Wrapping

Status
colourBlue
titleCHAT

Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user)

Status
colourGreen
titleDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7227

16

Consumption analytics

Status
colourBlue
titleCHAT

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

Status
titlenot started

17SCIM

Recording

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

Release 52

19

Connecting recording transcript with chat

Status
colourGreen
titleRecording

Enables the seamless combination of chat and recording

Release 52

20

Standardisation of deployment

Status
titlePlatform

Status
colourPurple
titleSOLUTIONS

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

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8525

AI Agents

1

Translation: In-document translator (Excel/Word)

Status
colourPurple
titleAgentic-Flow

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.

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7409

2

Translation: In-document translator (PDF)

Status
colourPurple
titleAgentic-Flow

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7409

3

Search Version 3

Status
colourPurple
titleAgentic-Flow

  • 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

Release 48

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8330

4

Magic Table Capabilities

Status
colourPurple
titleAgentic-Flow

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

Release 50

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8455

5

Investment Research Agent Version 2

Status
colourPurple
titleAgentic-Flow

  • 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

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7418

6

Earnings Call Agent

Status
colourPurple
titleAgentic-Flow

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8723

7

API Integration of financial data

Status
colourPurple
titleAgentic-Flow

Enable the integration of APIs to retrieve real-time financial data.

Release 52

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8024

Outlook Q1/2025

Platform

Topic

Component

Details

Ticket

1

Enabling image ingestion (GPT-Vision)

Status
colourYellow
titleIngestion

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7351

2

Ingestion of password protected files

Status
colourYellow
titleIngestion

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.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8544

3

WAV/MP3 ingestion

Status
colourYellow
titleIngestion

Enables the ingestion of MP3 and WAV on the platform

4

Ingestion Pages as images with custom prompt

Status
colourYellow
titleIngestion

Ingest document pages as images with custom prompts, allowing the language model to interpret color-coded sections and other visual elements.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7426

5

Custom Chunking Strategies

Status
colourYellow
titleIngestion

Allow for custom chunking strategies during ingestion

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8781

6

Image-Text Sharepoint Ingestion with GPT Vision Integration

Status
colourYellow
titleIngestion

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
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8960

7

SDK improvement

Status
colourPurple
titleAGENTIC-FLOW

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8676

8

Graph Report Generation

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of graphs.

9

Image upload

Status
colourPurple
titleAGENTIC-FLOW

Allows to add image upload to all agents.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8677

10

“Feeling Lucky” Guidance

Status
colourBlue
titleCHAT

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
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8678

11

Always generate the same Report for the same Prompt

Status
colourGreen
titleRecording

Set same seed parameter for all Reports

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8288

12

Make Whisper transcription at least 5 times faster

Status
colourGreen
titleRECORDING

Upgrade to Whisper Turbo

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8615

13

Display images in chat

Status
colourBlue
titleCHAT

Ability to display images in chat

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8367

14

RBAC based authorization system for all objects in unique

Status
colourBlue
titleChat

Fine grained control over who can modify, read, access what objects in Unique beyond files/folders

15

Chat History Extension: Search Bar and classify by date

Status
colourBlue
titleCHAT

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

16

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

Status
colourBlue
titleCHAT

17

Industrialising creating spaces (Project spaces)

Status
colourBlue
titleCHAT

Facilitate the creation of spaces for end users.

18

Benchmarking v2 Concept

Status
colourBlue
titleCHAT

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
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6185

19

Enable Powerpoint generation

Status
colourPurple
titleAGENTIC-FLOW

Enable the user to generate powerpoint presentations

20

Single public API ingestion Endpoint

Status
colourGreen
titleConnector

Allow public ingestion calls to be performed in a single operation

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7192

21

AWS Enablement

Status
titlePlatform

Create an AWS template

Agents

1

SWOT Analysis Agent

Status
colourPurple
titleAgentic-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
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-8722

2

Financial Statement Analysis Agent

Status
colourPurple
titleAgentic-Flow

Predict Earnings per Share based on Financial Statements.

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6939

3

Investment Research Agent Version 3 (Investment Insights)

Status
colourPurple
titleAgentic-Flow

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

4

Dora Agent Version 2

Status
colourPurple
titleAgentic-Flow

Move DORA Agent into magic table workflow

5

Offer Comparison Agent Version 1

Status
colourPurple
titleAgentic-Flow

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

6

Contract Management Agent Version 1

Status
colourPurple
titleAgentic-Flow

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

7

Document Comparison Agent Version 1

Status
colourPurple
titleAGENTIC-FLOW

Enables users to compare documents.

8

Agentic report generation capability

Status
colourPurple
titleAGENTIC-FLOW

Enables the creation of custom reports.

Q2/2025

Platform

Topic

Component

Details

Ticket

1

User Management: Create and manage groups

Status
colourBlue
titleCHAT

Enable SCIM for user group sync

Status
colourYellow
titleIn progress

Enables you to create, edit and delete groups in FE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

6148

5536

18
2
Chat History: Rename Chats

User Management: View user details and group and files

Status
colourBlue
titleCHAT

Enables user to rename their chats

Status
titlenot started

Provides you an overview on who is part of which groups and has access to which folders

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

7389

5558

19Chat Interface: Improve bullet point view
3

Simplified Feature flags

Status
colourBlue
title

CHAT

Enables user to get a bullet point view as output

Chat

Fonrtend for feature flag control for simpler rollout of new features

4

Private Mode

Status
colour

Green

Blue
title

Done

https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22

20Event poller

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

Red

Blue
title

SDK

Event poller enables collaborates to develop without using ngrok

CHAT

Enables you to set benchmarking threshold for

6

UI Extensibility v1 Widget/Iframe framework

Status
colour

Green

Blue
title

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7138

21Exposing embedding

CHAT

Enables spaces to have their custom UI elements

7

Private Mode

Status
colourBlue
titleCHAT

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

Red

Blue
titleChat

SDK

Exposing of embedding to endpoint

User-Insights

9

Chat in mobile app

Status
colour

Green

Blue
title

Done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7297

22

Error Handling: Frontend Loss Connection

Status
colourBlue
titleCHAT

Should fix the error where users need to click on the “return to home” button

CHAT

10

Benchmarking v2 implementation

Status
colourBlue
titleCHAT

Enables you to set benchmarking threshold for

Agents

1

KYC: Event based Dynamic Accountiing rating Assistant

Status
colourPurple
titleAI-Agent

2

KYC: Automated Transaction Monitoring Assisants

Status
colour

Yellow

Purple
title

In progress

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7399

23Enable custom model calling (PTU

AI-Agent

3

KYC: Periodic Review Report Generation

Status
colourPurple
titleAI-Agent

4

Lead Generation Assistant for HNWI (High Networth Individuals)

Status
colour

Blue

Purple
title

CHAT

API to connect external LLM

AI-Agent

5

Client Proposal Presentation Assistant

Status
colour

Green

Purple
title

DONE

https://unique-ch.atlassian.net/jira/software/c/projects/UN/issues/UN-7012?filter=allissues&jql=project%20%3D%20%22UN%22%20AND%20assignee%20%3D%2063eb588dc5061c632c0caec1%20ORDER%20BY%20status%20ASC%2C%20created%20DESC

24First multimodality prototype

AI-Agent

...

Completed - Q3/2024

Topic

Component

Details

Priority

Note/Comment

1Chat over multiple callsBenchmarking v2 ConceptIn-document translatorDocument comparison moduleMulti-Module-CallingImprove Meetings FilteringAllow customization of max duration for bot recordingSwitch Recording IDP to Zitadel31 Jul

Feature

Component

Details

Estimated Timeline

Status

Link Ticket

1

Easy Export of Reports and Copy Button

15 Aug

Status
colourBlueGreen
titleCHAT

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.

Recording

Enable easy export of reports in the platform and add a copy button

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-69887039

252

Ingestion: Automatic retry of failed files Chat Interface: Save Prompts (Prompt Library)

Status
colourBlue
titleCHAT

Implement retries on ingestion before marking the file as failed.

28 Aug Enables the end user to save his/her own prompts in the different spaces

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-72315948

263

Improved Knowledge Base: Include ingestion date for failed files

Status
colourBlue
titleCHAT

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)

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-72325560

274

Chat Interface: Enable Translation Use CaseEnable multiple embedding models

Status
colourBlue
titleCHAT

Extend the UI for the translation use case

04 Sep Enable multiple embedding models per cluster to enable the client to easily test.

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-72337297

28
5

File retention (Upload & Chat)

Status
colourBlue
titleCHAT

Complete designs for new benchmarking and plan single tasks of the epic

Automatically deleting the files uploaded in the upload & chat

Status
colourGreen
titleDONE

6

Make blob storage restricted to be only accessible from the pod network

Implement picture upload functionality

Status
colourYellowBlue
titleIn progress

29

CHAT
07 Aug
Status
colourBlueRed
titleCHAT

Enables users to upload images to interact with them in the chat.

Security

Document URLs behind authentication (not directly referencing the blob storage anymore from the frontend)

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-73507165

30
7

Chat Interface: Stop Generating Chat Response

Status
colourPurpleBlue
titleAI-ModulesCHAT

Enables the end users to upload word or pdf, translate it and download the translated document as worduser to stop the answer generation and start a new question (similar to ChatGPT)

Status
colourYellowGreen
titleIn progressDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-74094824

31
8

Knowledge Base: Bulk Delete

Status
colourPurpleBlue
titleAI-ModulesCHAT

Enables users to compare documents30 Sep the admin to select multiple files and folders to delete at once

Questionnaire Module

jira
Status
titlecolournot startedGreen
title
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7410

32

Done

https://unique-ch.atlassian.net/issues/UN-5713?jql=text%20~%20%22bulk%20delete%2A%22

9

Code Formatting Word Wrapping

24

Status
colourPurpleBlue
titleAI-Modules

Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file

CHAT

Enables word wrapping and prevents the need to scroll right when reviewing code or debug information (for admin user)

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70197227

33
10

Chat History: Rename Chats

31 Oct

Status
colourPurpleBlue
titleAI-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

CHAT

Enables user to rename their chats

Status
colourYellowGreen
titleIn progressDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-71057389

34

Credit Note Compliance Check Module MVP

Status
colourPurple
titleAI-Modules

Compares credit note terms and conditions against policy and regulation documents.

11

Chat Interface: Improve bullet point view

35

Online Search Module

Status
colourYellowBlue
titleIn progress

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7277

CHAT

Enables user to get a bullet point view as output

Status
colourGreen
titleDone

https://unique-ch.atlassian.net/issues/UN-6375?jql=text%20~%20%22render%2A%22

12

Event poller

07 Aug

Status
colourPurpleRed
titleAI-Modules

Perform internet searches and provide properly referenced results

SDK

Event poller enables collaborates to develop without using ngrok

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-69157138

3613

Hallucination CheckExposing embedding

30 Sep

Status
colourPurpleRed
titleAI-Modules

Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness

SDK

Exposing of embedding to endpoint

Status
colourRedGreen
titleBLOCKEDDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-68817297

3714

RAG improvement: Chunk Relevant SortError Handling: Frontend Loss Connection

24 Jul

Status
colourPurpleBlue
titleAI-Modules

Improve chat response by providing relevant chunks to answer the user request

CHAT

Should fix the error where users need to click on the “return to home” button

Status
colourYellowGreen
titleIn progressDone

RAG improvement: Reranker

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6880

38

-b68d-47bee664ede0
keyUN-7399

15

Enable custom model calling (PTU)

Status
colourBlue
titleCHAT

API to connect external LLM

Status
colourPurpleGreen
titleAI-Modules

Improve chat response by providing relevant chunks to answer the user request

DONE

https://unique-ch.atlassian.net/jira/software/c/projects/UN/issues/UN-7012?filter=allissues&jql=project%20%3D%20%22UN%22%20AND%20assignee%20%3D%2063eb588dc5061c632c0caec1%20ORDER%20BY%20status%20ASC%2C%20created%20DESC

16

First multimodality prototype

07

Status
colourRedBlue
titleBLOCKED

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7408

39

Number of Speakers

Status
colourGreen
titleRecording

Set globally the range of the number of speakers for mobile/uploaded recordings

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.

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-51596988

4017

Frontoffice setting: Agent is detectedKnowledge Base: folder settings and access control

21 Aug

Status
colourGreenBlue
titleRecording

Enhance recording processing pipeline to ensure one participant is always detected as the call agent.

CHAT

Who has write and read access to thet folder and is document intelligence activated or not

Status
colourGreen
titlenot startedDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7421

41

GPT-4o for Recording Reports

Status
colourGreen
titleRecording

Option to process recordings using GPT-4o

Status
colourGreen
titleDONE

42

Easy Export of Transcripts

5776

18

Knowledge Base: Include ingestion date for failed files

Status
colourGreenBlue
titleRecordingCHAT

Add button to export transcripts to file

31 Jul Enables user to see the date for files who failed to upload

Status
colourGreen
titleDONEDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70397232

43
19

Chat Interface: Enable Translation Use Case

31 Jul

Status
colourGreenBlue
titlerecording

Add options for meetings filtering in the All Meetings page

CHAT

Extend the UI for the translation use case

Status
colourGreen
titlenot startedDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70367616

44
20

Implement picture upload functionality

31 Jul

Status
colourGreenBlue
titlerecording

Maximum duration of bot recording can be configured

CHAT

Enables users to upload images to interact with them in the chat.

Status
colourGreen
titledoneDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70337350

45
21

Questionnaire Module

30

Status
colourGreenPurple
titlerecording

Recording uses Zitadel for authentication

AI-Modules

Automatically answers multiple questions within a defined knowledge scope and creates a downloadable Excel file

Status
colourYellowGreen
titlein progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-67187019

46

Mobile App can connect through App Proxy

Status
colourGreen
titlerecording

Allow MS Entra Authentication throuh App Proxy

22

Multi-Module-Calling

Status
colourPurple
titleAI-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
colourYellowGreen
titlein progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7336

47

Single public API ingestion Endpoint

7105

23

Credit Note Compliance Check Module MVP

Status
colourPurple
titleAI-Modules

Compares credit note terms and conditions against policy and regulation documents.

Status
colourGreen
titleConnector

Allow public ingestion calls to be performed in a single operation

Status
titlenot started

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-71927277

Outlook Q4

Note

The topics of this roadmap are indicative, non-binding and subject to change. Details will be added until 30.08.2024.

24

Online Search Module

Status
colourPurple
titleAI-Modules

Perform internet searches and provide properly referenced results

Status
colourGreen
title

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

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6915

25

Hallucination Check

Status
colour

Red

Purple
title

High2UI Extensibility v1

AI-Modules

Analyze generated responses for potential hallucinations or inaccuracies and ensure factual correctness

Status
colour

Blue

Green
title

CHATEnables spaces to have their custom UI elements

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6881

26

RAG improvement: Chunk Relevant Sort

Status
colour

Blue

Purple
title

Medium3Benchmarking v2 Implementation

AI-Modules

Improve chat response by providing relevant chunks to answer the user request

Status
colour

Blue

Green
title

CHAT

Enables you to set benchmarking threshold for

Status
colourRed
titleHigh

4

Chat History Extension: Search Bar and classify by date

Status
colourBlue
titleCHAT

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

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6880

27

RAG improvement: Reranker

Status
colour

Blue

Purple
title

Medium5Connecting recording transcript with chat

AI-Modules

Improve chat response by providing relevant chunks to answer the user request

Status
colour

Yellow

Green
title

Recording

Enables the seamless combination of chat and recording

Status
colourBlue
titleMedium

6Multimodality: Voice

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7408

28

Image in upload and chat

Status
colour

BluetitleCHATImplementing prototype at scale

Purple
titleAI-Modules

be able to upload documents and images in the same space

Status
colour

Blue

Green
title

Medium

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

69887Multimodality: Enabling image ingestion (GPT-Vision)

7917

29

Number of Speakers

Status
colourGreen
titleRecording

Set globally the range of the number of speakers for mobile/uploaded recordings

Status
colourGreen
titleDONE

30

Frontoffice setting: Agent is detected

Status
colour

Blue

Green
title

CHATEnables the ingestion of documents with pictures

Recording

Enhance recording processing pipeline to ensure one participant is always detected as the call agent.

Status
colour

Red

Green
title

High

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

7351Industrialising creating spaces (project space)

7421

8
31

GPT-4o for Recording Reports

Status
colour

BluetitleCHAT

Green
titleRecording

Option to process recordings using GPT-4o

Status
colour

Red

Green
title

High
  • Check custom GPT experience

  • Share or invite people

  • UI/UX

9

Feature Parity with ChatGPT by OpenAI

DONE

32

Easy Export of Transcripts

Status
colour

Purple

Green
title

AI-ModulesSame functionalities like chatGPT by OpenAI

Recording

Add button to export transcripts to file

Status
colour

Red

Green
title

High

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

6920

7039

10Cultivate Use Case Factory
33

Allow customization of max duration for bot recording

Status
colour

Purple

Green
title

AI-ModulesDevelop Modules for the Use Case Factory

recording

Maximum duration of bot recording can be configured

Status
colour

Red

Green
title

High

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

6935

7033

11
34

Improve

RAG

Meetings Filtering

Status
colour

Blue

Green
title

CHATResearch and test RAG improvements

recording

Add options for meetings filtering in the All Meetings page

Status
colour

Red

Green
title

High

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-

5185

7036

12Ingestion event hooks
35

Mobile App can connect through App Proxy

Status
colour

Red

Green
title

SDKIngestion event hooks for different file types

recording

Allow MS Entra Authentication throuh App Proxy

Status
colour

Blue

Green
title

Medium

...

done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7336