What's New in Version 5.0.6
I. AI Boosts Office Efficiency
Smart Summary
- Smart Summary now supports adding members to collaborate on summaries, consolidating information scattered across chats, documents, and meetings into a single summary. This helps you understand project progress faster and more accurately, track team to-dos, and support business decisions.
- Smart Summary now supports scheduling daily, weekly, or monthly automatic updates, helping you summarize periodic developments for easier, continuous tracking of key business progress.
- It now generates smart summaries more quickly from a wider range of sources, including voice messages, images, and documents sent in group chats.
Smart Robot
The Smart Robot now features upgraded plugin and workflow capabilities to handle more complex knowledge Q&A and business processes, supporting more office scenarios for companies.
- Supports configuring API and MCP plugins, allowing the robot to connect to internal company systems for quick access to internal knowledge or to initiate requests.
- Supports configuring workflows, enabling the robot to handle complex business processes with more stable and controllable results.
- Allows users to initiate queries while building the Smart Robot to view its reasoning process and tool call-link, aiding in debugging its configuration and ensuring effectiveness.
The basic robot experience has been continuously optimized to help employees use it more effectively.
- Users can describe a usage scenario in one sentence, and the AI will automatically generate a Smart Robot, simplifying the creation process.
- When documents or files in the knowledge base are updated, the Smart Robot can understand the new knowledge faster and provide more accurate answers.
- The Smart Robot can now better understand images; asking questions by sending images in conversation yields better answers.
- It supports adding robot links to documents and emails for easier sharing and to invite more members to use it.
- Members can create API-mode robots, configure callback addresses to enable the robot to receive user inquiries and generate responses.
II. Efficiency Tools & Basic Experience
Smart Sheet
Smart Sheet now supports multiple methods for importing data from external systems, enabling convenient viewing, analysis, and follow-up.
- The "Sync Data from Apps" feature now supports syncing more apps from the workspace.
- Supports syncing task information from project management apps, facilitating workload statistics and tracking task progress.
- Supports syncing customer and lead data from CRM apps, allowing clear visualization of customer distribution and lead sources via dashboards to aid in business decision-making.
- Supports receiving external data via Webhook.
- Companies that have built systems such as ERP, ticket, or order systems can write data to Smart Sheet in real time, automating message notifications to drive business progress.
- It can receive data from AI workflow development platforms, using Smart Sheet as a database for workflows and leveraging various views and dashboards for easier viewing and analysis.
Email
- The “Email” feature allows you to send work reports, formal notifications, project updates, etc. It supports long-form editing and rich-text formatting with images for richer content presentation. Members without a linked email account can also use it directly.
- Sending important files, work materials, and contracts as email attachments is more formal and makes them easier to locate in one place.
- While composing, you can directly upload files from chats. At the same time, the attachment transfer speed is optimized, supporting attachments as large as 20G, making file transfer smoother.
- A Smart Translation feature has been added: translate email body text from Chinese to other languages with a single click while composing, facilitating cross-language communication.
Chat and Basic Experience
- When multi-selecting messages, you can now select a continuous range of messages in batch, eliminating the need to check each one individually.
- When receiving new messages in a mobile chat, a prompt will appear allowing you to quickly navigate to the latest messages.
- While working on Android devices, you can now receive new message notifications and reply quickly, making it easier to handle both work and messages simultaneously.
- Before sending videos on Android devices, you can now preview videos directly from your album.
- When taking screenshots on the desktop, you can now translate text within the screenshot.
Meetings
- During meetings with customers initiated via WeChat, you can now view their profile information and set notes, making follow-up communication and service more convenient.
Clock-In/Out
- When clocking in/out for offsite work, members can add customers to visit. It supports taking watermarked photos and summarizes offsite activity history. Admins can view team offsite activity statistics, making scenarios like sales visits and routine store inspections more convenient.
III. Connection to WeChat
Customer Acquisition Assistant
- Customer acquisition links can now be opened on desktop. Customers can add members by clicking the link, making online customer acquisition more efficient.