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Release Notes - May 15

 

Step 1Overview

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Step ID2156b06582bc40f0a68a904298fe1d97
PageOverview

Overview

  • Scheduled AI Chats/Reports – Added support for scheduling recurring AI-generated chats and reports to automate insights delivery.
  • Address Book Email Filtering – Added an email filter option to the Address Book dashboard for easier searching and management of users.
  • AI Insights Chat Prompt Enhancements – Improved the AI Insights chat experience with updated prompt decorations and formatting for clearer, more structured responses.

Step 2AI Scheduled Reports - Automated Insights Overview

  • Configure recurring AI-powered reports that automatically gather data, generate insights from custom prompts, and send formatted email

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Step IDa509b3968df14008b0703a9ee28c1947
Page**AI Scheduled Reports - Automated Insights Overview**
URLhttps://instantdev.imchime.com/Manager/Contents/ScheduledInsightsReportItem?mana…
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Step 3AI Scheduled Report - Schedule & User Configuration

  • Define the scheduled report title, description, recurring schedule using CRON expressions, and the user account/API key context used when generating report results.

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Step IDd8b768937cc14ab8bcc455fe56fd1cce
Page**AI Scheduled Report - Schedule & User Configuration**
URLhttps://instantdev.imchime.com/Manager/Contents/Edit/42z7yd58x0nnd5xd939t464nxt?…
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Step 4AI Scheduled Report - Prompt & Email Recipient Configuration

  • Configure the AI prompt used to generate insights alongside recipient, CC, and BCC email settings for automated report delivery.

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Step ID843ba022490b42fd80ed9554533ec126
Page**AI Scheduled Report - Prompt & Email Recipient Configuration**
URLhttps://instantdev.imchime.com/Manager/Contents/Edit/42z7yd58x0nnd5xd939t464nxt?…
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Step 5AI Scheduled Report - Historical Report Instances

  • View previously generated scheduled report runs, including execution history and saved report instances for auditing and review purposes.

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Step IDd53f582b4cfd462c8ff4f4381bd6420a
Page**AI Scheduled Report - Historical Report Instances**
URLhttps://instantdev.imchime.com/Manager/Contents/Edit/42z7yd58x0nnd5xd939t464nxt?…
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Step 6AI Scheduled Report - Generated Report Details

  • Review the generated AI report content, supporting data, and associated tool calls used during report generation.

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Step ID00a0acde43e4497194ff6473d96ee5ba
Page**AI Scheduled Report - Generated Report Details**
URLhttps://instantdev.imchime.com/Manager/Contents/Edit/4hb1x1xt7xe13yw7b9aw3dbqdr
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Step 7AI Scheduled Report - Automated Workflow Processing

  • Automatically generated admin workflows handle scheduled execution, report generation, and email notification delivery for recurring AI reports.

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Step IDd9bcea43a2864ae08ce53e530b9daee6
Page**AI Scheduled Report - Automated Workflow Processing**
URLhttps://instantdev.imchime.com/Admin/Workflows/Types/Edit/15671?returnUrl=%2FAdm…
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Step 8AI Scheduled Report - Email Notification Delivery

  • Example Outlook email notification showing a generated weekly AI insights report delivered directly to configured recipients.

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Step IDf1a8d0ffbc8e44a59975a96a592f237b
Page**AI Scheduled Report - Email Notification Delivery**
URLhttps://outlook.office.com/mail/AAMkADlkZDEzZjFiLWI5NmUtNGJlYi05NTZhLWY0MDczNDgz…
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Step 9Teams Address Book - Email Search Filtering

  • Added email-based filtering to the Teams Address Book to quickly locate users, installations, and related Teams activity using email search criteria.

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Step ID1a8bb3fc45f445c2b231ff558d9a110a
Page**Teams Address Book - Email Search Filtering**
URLhttps://instantdev.imchime.com/Admin/ChimeV5.TeamsAddressBook/Dashboard/AddressB…
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Step 10AI Insights Prompt Library - Default Prompt Badge

  • Added an AI Insights badge to clearly identify the default prompt library item used by the AI Insights Chat feature.

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Step ID4e2fc03f96d34208a7c8925d8554f0a3
Page**AI Insights Prompt Library - Default Prompt Badge**
URLhttps://instantdev.imchime.com/Manager/Contents/PromptLibraryItem?managerDash=-6…
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Step 11AI Insights Prompt Library - AI Insights Prompt Banner

  • Added an informational banner within the prompt editor to indicate when a prompt is actively configured for the AI Insights Chat feature.

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Step IDc188a716f5e44c6d9e14f67f90a16801
Page**AI Insights Prompt Library - AI Insights Prompt Banner**
URLhttps://instantdev.imchime.com/Manager/Contents/Edit/4zcemd06f003wra5xfqsh7zaw7?…
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