Releases

iDialogue v2.26
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000SQp
(Sandbox Install)

• Major update to 2.x platform
• Passed AppExchange re-review process
• Encrypts room member tokens by default for one-time access tokens
• Introduces AI Cadences to sequenced followup by AI Agents.
• Introduces AI Memory. 4 types: System, Record, User and Dialogue (historical conversations).
• Adds RunAgent Flow action. For use in executing asynchronous agent workflows.
• Defaults to using OpenAI GPT4.1 as the default LLM
• Increases AI document analysis to 1M tokens, or ~750,000 words
• Increase AI document/content generation window to 32K tokens, or ~25,000 words
• Adds support for OpenAI o3 reasoning model
• Updates AI Agent web_search skill to use Perplexity API
• Adds support for new verify_address Agent skill
• Lays groundwork for new iDialogue Kaizen and Studio experiences

iDialogue v1.381
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000SCn
(Sandbox Install)

• Upgrades all Apex classes to version 60-62
• Applies latest Salesforce security review best practices (primarily AS USER in all queries).
• Adds dynamic check for CMS enablement in ContentVersion trigger
• AI Assistant: Optimizes system message to utilize LLM cache. Inserts system prompts and skills into systemMessage.
• Moves AI Agent installer to Kaizen API (no longer bundled in package)
• Removes document generation batch size limits (subject to Governor limits)
• Fixes issue with AI JSON to SObject DML Action where Date and DateTime fields were not handled when serialized as strings.
• NOTE: Removes Unofficial Data Grid support (Install the public open source Data Grid as an alternative)
• NOTE: Requires a permission set update for all standard iDialogue Users.

iDialogue v1.356.1 Patch
Install this patch first if you encounter the error message "Install blocked. Missing idialogue_install page".
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi000000Tn7L
(Sandbox Install)

• Fixes issue related to idialogue_install Visualforce page
• For existing installs between versions v1.348 and v1.356, install this patch first.

iDialogue v1.356
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000Rn1
(Sandbox Install)

• 3x improvement in PDF generation speed
• Adds BatchRoomCreate template flow demonstrating batch provisioning process.
• Improves Batch AI processing with additional validation and logging.
• Adds ability to convert AI JSON responses to SObjects
• AI Search enhancements: ability to reuse Vector Spaces across models via VectorSpaceLink junction.

iDialogue v1.351
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000Rl5
(Sandbox Install)

• Adds ability to install iDialogue AI Models and Skills from App Store listings.
• Adds ability to name favorite prompts with a shorthand label.
• Flow GPT. Adds support for field ignore list when generating allowed metadata and fields in grounding prompts.
• Extends markdown formatting in AI SObject utils Flow action.
• Includes default Field Entries custom metadata. For use in Opportunity to Order conversion.
• Adds lookup relationship from Checklists to AI Models for use in intelligent checklist and document processing.
• Improves an AI Assistant's default awareness of any record where added to page layout.
• Improves error message reporting in Send Document Action

iDialogue v1.330
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000000RUm
(Sandbox Install)

• AI compliance analysis of files is now 3x faster. Over a dozen contract assertions and extractions can be performed in under a minute.
• Added support for embedding AI-generated rich text into document templates.
• Adds ability to unit test AI models. Continuous monitoring of AI/GPT prompts using Kaizen framework
• Package and deploy Document AI/GPT Models from sandbox to production. Either as metadata (StaticResource) or via iDialogue API
• Room invites logged as Email messages on Activity timeline
• All AI models default to using OpenAI GPT-4o (Omni)

iDialogue 1.314
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tKi0000008qAb
(Sandbox Install)

• Adds VectorSpace creation of file libraries.
• Adds Primitive AI Skill: Describe Object (metadata)
• Adds Primitive AI Skill: Select Records (SOQL)
• Fixes issue when merging IMAGE macro URLSs with multiple instances of same tag
• Fixes issue with Room ChatBot initialization (Spring 24 changed how Flows return serialized response)

iDialogue 1.311
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058dB7

• Adds support for RAG (Retrieval Augmented Generation) AI Skills.
• Adds VectorSpaces to AI Skills. Custom embeddings for files, records, and comprehensive text summaries.
• File GPT: Extends ESignature detection to include XML blocks with signature metadata.
• Improves merging of HTML <table> blocks into Word templates.

iDialogue 1.310
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058d6k

• Adds Checklist link to Document Room component (Lightning).
• Checkmark visualization cues for checklist workflow milestones
• Improves checklist provisioning upon room creation (record-trigger flow no longer required).
• Adds JSON to SObject flow action for AI/GPT Extract-Transform-Load (ETL).

iDialogue 1.306
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U0000058d5S

• Removes invalid characters from file names before uploaded or generated in rooms.
• Adds effective PriceScheduleTier to output of Price Schedule Action (to support volume-based discount pricing)
• Fixes issue in checklist item deserialization when tabs \t were present.
• Improves exception handling when deploying SiteDefinitions from sandbox to production and JSON Data__c is null.
• Upgrades all Apex classes to API v58. Refactors Environment class to retrieve isSandbox from System.Domain