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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-

5560

5773

5Enable multiple embedding models
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
title

DONE

done

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 thet folder and is document intelligence activated or not

Status
colourYellow
titleIn progress

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 Statustitlenot started
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-

57759User Management: Create and manage groups

8735

11

SCIM

Status
colourBlue
titleCHAT

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

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
colourBlue
titleCHAT

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
colourGreen
titleRecording

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

Status
colourGreen
titledone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6771

15

Ingest Teams recordings

Status
colourGreen
titleConnector

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-6988

17

Integrate recording as a use case in the chat menu

Status
colourGreen
titlerecording

Implement the recording calendar in the chat Menu interface

Release 52

18

Chat over multiple calls

Status
colourGreen
titleRecording

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

Enables you to create, edit and delete groups in FE

Statustitleunplanned

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-

5536

6185

10User Management: View user details and group and files
19

Enable Powerpoint generation

Status
colour

Blue

Purple
title

CHAT

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

Status
titleunplanned

AGENTIC-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-

5558

7192

11File retention (Upload & Chat)
21

AWS Enablement

Status

colourBlue

title

CHAT

Automatically deleting the files uploaded in the upload & chat

Status
colourGreen
titleDONE

12

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

StatuscolourBluetitleCHAT

Platform

Create an AWS template

Agents

1

SWOT Analysis Agent

Status
colour

Red

Purple
title

Security

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

Status
colourGreen
titleDONE

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

7165

8722

13Chat Interface: Stop Generating Chat Response

2

Financial Statement Analysis Agent

Status
colour

Blue

Purple
title

CHAT

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

Statustitlenot started

Agentic-Flow

Predict Earnings per Share based on Financial Statements.

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

4824

6939

14Knowledge Base: Bulk Delete

3

Investment Research Agent Version 3 (Investment Insights)

Status
colour

Blue

Purple
title

CHAT

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

Agentic-Flow

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

4

Dora Agent Version 2

Status
colour

Yellow

Purple
title

In progress

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

15Code Formatting Word Wrapping

Agentic-Flow

Move DORA Agent into magic table workflow

5

Offer Comparison Agent Version 1

Status
colour

Blue

Purple
title

CHAT

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

Agentic-Flow

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

6

Contract Management Agent Version 1

Status
colour

Green

Purple
title

DONE

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

16Consumption analytics

Agentic-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
colour

Blue

Purple
title

CHAT

AGENTIC-FLOW

Enables

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

Status
titlenot started

17

SCIM

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
titlenot started

Enables you to create, edit and delete groups in FE

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

6148

5536

18 Statustitlenot started
2

Chat History: Rename Chats

Status
colourBlue
titleCHAT

Enables user to rename their chats

User Management: View user details and group and files

Status
colourBlue
titleCHAT

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-

7389Chat Interface: Improve bullet point view

5558

19
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

Green21

Exposing embedding

Status
colourRed
titleSDK

Exposing of embedding to endpoint

Blue
title

DONE

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

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

Green

Blue
title

Done

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

22Error Handling: Frontend Loss Connection

Chat

User-Insights

9

Chat in mobile app

Status
colourBlue
titleCHAT

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

10

Benchmarking v2 implementation

Status
colour

Green

Blue
title

Done

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

23Enable custom model calling (PTU)

CHAT

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

Blue

Purple
title

CHAT

API to connect external LLM

AI-Agent

3

KYC: Periodic Review Report Generation

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

4

Lead Generation Assistant for HNWI (High Networth Individuals)

Status
colour

Blue

Purple
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.

AI-Agent

5

Client Proposal Presentation Assistant

Status
colour

Yellow

Purple
title

In progress

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-6988

25Ingestion: Automatic retry of failed files

AI-Agent

...

Completed - Q3/2024

Chat Interface: Enable Translation Use CaseBenchmarking v2 ConceptIn-document translatorDocument comparison moduleQuestionnaire ModuleCredit Note Compliance Check Module MVPRAG improvement: RerankerGPT-4o for Recording ReportsImprove Meetings FilteringAllow customization of max duration for bot recordingSwitch Recording IDP to ZitadelMobile App can connect through App ProxySingle public API ingestion Endpoint

Feature

Component

Details

Estimated Timeline

Status

Link Ticket

1

Easy Export of Reports and Copy Button

28 Aug

Status
colourBlueGreen
titleCHAT

Implement retries on ingestion before marking the file as failed.

Recording

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

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-72317039

262

Knowledge Base: Include ingestion date for failed filesChat Interface: Save Prompts (Prompt Library)

Status
colourBlue
titleCHAT

Enables the end user to see the date for files who failed to upload21 Aug save his/her own prompts in the different spaces

Status
colourGreen
titlenot startedDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-72325948

27
3

Improved Knowledge Base

Status
colourBlue
titleCHAT

Extend the UI for the translation use case

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

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-76165560

28
4

Enable multiple embedding models

Status
colourBlue
titleCHAT

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

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

Implement picture upload functionality

Status
colourYellowGreen
titleIn progress

29

DONE

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

5

File retention (Upload & Chat)

Status
colourBlue
titleCHAT

Enables users to upload images to interact with them Automatically deleting the files uploaded in the upload & chat .

13 Aug

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7350

30

6

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

Status
colourBlue
titleCHAT
21 Aug
Status
colourPurpleRed
titleAI-Modules

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

Security

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

Status
colourYellowGreen
titleIn progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-74097165

31
7

Chat Interface: Stop Generating Chat Response

Status
colourPurpleBlue
titleAI-Modules

Enables users to compare documents

Status
titlenot startedCHAT

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

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-74104824

32
8

Knowledge Base: Bulk Delete

24 Jul

Status
colourPurpleBlue
titleAI-Modules

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

CHAT

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

Multi-Module-Calling

Status
colourYellow
titleIn progress

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7019

33

Green
titleDone

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

9

Code Formatting Word Wrapping

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 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-71057227

34
10

Chat History: Rename Chats

07

Status
colourPurpleBlue
titleAI-Modules

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

CHAT

Enables user to rename their chats

Status
colourYellowGreen
titleIn progressDone

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

35

Online Search Module

7389

11

Chat Interface: Improve bullet point view

Status
colourBlue
titleCHAT

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

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-68807399

38
15

Enable custom model calling (PTU)

30 Aug

Status
colourPurpleBlue
titleAI-Modules

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

CHAT

API to connect external LLM

Number of Speakers

Status
colourRedGreen
titleBLOCKED

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

39

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
colourGreenBlue
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

Status
colourGreenBlue
titleRecording

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

Status
titlenot startedCHAT

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

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-74215776

41
18

Knowledge Base: Include ingestion date for failed files

30 Sep

Status
colourGreenBlue
titleRecording

Option to process recordings using GPT-4o

CHAT

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

Easy Export of Transcripts

Status
colourGreen
titleDONE

42

Done

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7232

19

Chat Interface: Enable Translation Use Case

31 Jul

Status
colourGreenBlue
titleRecording

Add button to export transcripts to file

CHAT

Extend the UI for the translation use case

Status
colourGreen
titleDONEDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70397616

43
20

Implement picture upload functionality

Status
colourGreenBlue
titlerecording

Add options for meetings filtering in the All Meetings page

Status
titlenot startedCHAT

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

Status
colourGreen
titleDone

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70367350

44
21

Questionnaire Module

31 Jul

Status
colourGreenPurple
titlerecording

Maximum duration of bot recording can be configured

AI-Modules

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

Status
colourGreen
titledoneDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-70337019

45
22

Multi-Module-Calling

30 Sep

Status
colourGreenPurple
titlerecording

Recording uses Zitadel for authentication

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
colourYellowGreen
titlein progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-67187105

46
23

Credit Note Compliance Check Module MVP

31 Jul

Status
colourGreenPurple
titlerecording

Allow MS Entra Authentication throuh App Proxy

AI-Modules

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

Status
colourYellowGreen
titlein progressDONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-73367277

47
24

Online Search Module

31 Aug

Status
colourGreenPurple
titleConnector

Allow public ingestion calls to be performed in a single operation

AI-Modules

Perform internet searches and provide properly referenced results

Status
colourGreen
titlenot startedDONE

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

Topic

Component

Details

Priority

Note/Comment

1Chat over multiple calls

6915

25

Hallucination Check

Status
colourPurple
titleAI-Modules

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

Status
colourGreen
titleDONE

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

26

RAG improvement: Chunk Relevant Sort

Status
colour

Green

Purple
title

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

AI-Modules

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

Status
colour

Red

Green
title

High2UI Extensibility v1

DONE

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

27

RAG improvement: Reranker

Status
colour

Blue

Purple
title

CHATEnables spaces to have their custom UI elements

AI-Modules

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

Status
colour

Blue

Green
title

MediumEnables you to set benchmarking threshold for

DONE

Jira Legacy

3

Benchmarking v2 Implementation

Status
colourBlue
titleCHAT

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

28

Image in upload and chat

Status
colour

Red

Purple
title

High4Chat History Extension: Search Bar and classify by date

AI-Modules

be able to upload documents and images in the same space

Status
colour

Blue

Green
titleDONE

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

Status
colourBlue
titleMedium

5Connecting recording transcript with chat

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4-b68d-47bee664ede0
keyUN-7917

29

Number of Speakers

Status
colour

Yellow

Green
titleRecording

Enables the seamless combination of chat and recording

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

Status
colour

Blue

Green
title

Medium

DONE

6

30
Multimodality: Voice

Frontoffice setting: Agent is detected

Status
colour

BluetitleCHAT

Implementing prototype at scale

Green
titleRecording

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

Status
colour

Blue

Green
title

Medium

DONE

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

69887Multimodality: Enabling image ingestion (GPT-Vision)

7421

31

GPT-4o for Recording Reports

Status
colourGreen
titleRecording

Option to process recordings using GPT-4o

Status
colourGreen
titleDONE

32

Easy Export of Transcripts

Status
colour

Blue

Green
title

CHATEnables the ingestion of documents with pictures

Recording

Add button to export transcripts to file

Status
colour

Red

Green
title

High

DONE

Jira Legacy
serverSystem Jira
serverId90760084-0a34-36a4

-b68d-47bee664ede0keyUN-73518

Industrialising creating spaces (project space)

Status
colourBlue
titleCHAT

Status
colourRed
titleHigh

  • Check custom GPT experience

  • Share or invite people

  • UI/UX

9Feature Parity with ChatGPT by OpenAI

-b68d-47bee664ede0
keyUN-7039

33

Allow customization of max duration for bot recording

Status
colour

Purple

Green
title

AI-ModulesSame functionalities like chatGPT by OpenAI

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-

6920

7033

10Cultivate Use Case Factory
34

Improve Meetings Filtering

Status
colour

Purple

Green
title

AI-ModulesDevelop Modules for the Use Case Factory

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-

6935Improve RAG

7036

11
35

Mobile App can connect through App Proxy

Status
colour

Blue

Green
title

CHATResearch and test RAG improvements

recording

Allow MS Entra Authentication throuh App Proxy

Status
colour

Red

Green
title

High

done

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

5185

...

7336