Version 1.2 · August 2026 · Prepared by Fast Demo Lab
Version 1.2 adds a map view to search results, introduces recurring agents you can set up in plain language, from a template, or from scratch, and manage from a new My Agents panel. It also adds Auto Mode, so the agent picks Thinking Mode automatically when a request calls for it, extends inline search editing to the results table, and fixes a CSV import issue.
Highlights
Map view for search results — Records with location data can now be viewed on a map, alongside the existing grid view, with a single toggle.
Auto Mode — The agent now automatically switches to Thinking Mode when a request needs multiple different actions in sequence, so you don't have to pick a mode yourself.
Set up recurring agents in plain language, from a template, or from scratch — Describe what you want and how often, and manage it from a new My Agents panel alongside your other recurring reports.
Edit search criteria from the results table — The criteria editor already available in chat is now reachable directly from the results table too.
CSV field mapping, fixed and expanded — "Skip this field" now works as expected, and the upload limit rises from 50 to 200 records.
New Features
Map Display for Location-Based Results
When a search returns records with valid latitude and longitude data, a map view becomes available alongside the grid, using the same map panel toggle already in search. Markers show the records returned by the current search; records without location data aren't plotted. Refining the search criteria updates the map to match, so grid and map always stay in sync.
Note: Records without latitude/longitude data won't appear on the map, but they'll still show in the search results grid.
Recurring Agents (My Agents)
You can now create your own agents — named, scheduled helpers that each handle one recurring task, like a daily deal briefing or a weekly activity report, and deliver results to you automatically instead of you asking for them each time.
Create one three ways: Describe what you want in natural language, pick From Template for a ready-made option like "Morning Deal Brief" or "Lease Expiration Radar," or build one Manually from scratch.
Each one appears in a new My Agents panel with its name, description, schedule (e.g., "Daily at 7:30 AM"), and Active status — and can be edited, paused/resumed, run on demand, or deleted right from there.
Completed runs show up under a results notification (bell icon) with a checkmark, "All steps completed," and how long ago it ran, so a recurring report or check runs on its own and delivers results to you, instead of needing to be re-run manually.
Auto Mode
A new Auto option joins Fast Mode and Thinking Mode in the mode picker. With Auto selected, the agent automatically switches to Thinking Mode when it identifies two or more different actions needed in sequence to fulfil a request — for example, a search, followed by a create or update, followed by an activity log. If the request only needs one type of action, it runs in Fast Mode — even when that single action creates several records at once (multiple records created together in one step don't count as multiple actions).
Why it matters: with Auto, you don't have to judge ahead of time whether a request is "complex enough" for Thinking Mode — the agent decides based on the number of distinct steps actually required, not the length of the prompt or how many records are involved.
Improvements
Search criteria, editable from the results table — The full criteria editor introduced in 1.1 (conditions, filter logic, sort, record limit) is now available directly from the Search Results Table View, not only from chat. Adjust and rerun without switching context.
CSV field mapping — "Skip this field" now works — Previously, selecting "Skip this field" during CSV mapping didn't actually exclude that field, which could block the upload. Skipped fields are now excluded from the import entirely and won't create or update any data in Salesforce.
CSV upload limit raised to 200 records — Matching the 200-record search limit from 1.1, CSV uploads now support up to 200 records per file, up from 50.
Useful links
User & Admin Guides
Last Demo (v1.1)