Releases and Roadmap

Releases

The latest release is v2.150.

Choose the Salesforce org where you want to install the latest release.

Roadmap

Current roadmap themes for 2026 Q4 include:

• Improved document builder library and template management
• Package and deploy XP (Experience) Documents
• ESignature support for XP Documents
• Enhanced XP Rooms for interactive deal rooms

Release History

v2.138 Aug 25, 2026

• Adds improved image scanner support for 2-sided cards and documents
• Adds interactive checklists to document builder
• Adds iDialogue "Vision" intelligence with new skill type analyze_image for image classification, object detection, and OCR

v2.132 Aug 15, 2026

• Adds Multi-custom domain support for legacy room builder
• Adds platform event support to CONTENT_VERSION_INSERT to pass Library workspace and folder names
• Stabilizes record id and model caching in agentAssistant
• Document Builder adds image resize modal with px and % level resize parameters

v2.126 Aug 2, 2026

• Adds HEIC/HEIF image support.
• Adds "defer agent until file processed" property to RunAgent Action
• Adds Reconciliation agent / prompt to Document Builder

Legacy package upgrade prerequisite — v1.356.1

Some legacy Salesforce orgs must install iDialogue v1.356.1 before upgrading to a current release. This applies to existing iDialogue installs from v1.348 through v1.356 when Salesforce reports an error that includes:

Salesforce has blocked this package upgrade because the new package version removes some Apex code that one or more Visualforce pages need...

Visualforce Page: idialogue_install

If you encounter this error:

1. In Salesforce Setup, open Installed Packages and confirm that the installed iDialogue version is within the range above.
2. Install the v1.356.1 patch in the same Salesforce org. For evaluation or validation, install it in a sandbox first. During setup, choose Install for Admins Only.
3. Wait for Salesforce to confirm that the patch installation is complete, then retry the upgrade to the intended current iDialogue release.

If the installed version is outside the range above, or the error names a different component, contact iDialogue Support before installing the patch.