All releases

v1.22.0: Billing, Agent Actions & Ask the Guides

The AI platform grows up: top up your team's AI credits yourself, let the agent take real (always approval-gated) actions, save reusable agent configurations, and ask Salesforce documentation questions without connecting an org.

New Tools & Features

  • AI Credit Top-Ups: A new Billing page lets workspace owners add AI credits via secure Stripe Checkout ($10/$25/$50 tiers), with wallet balance and credit history in one place. Every new workspace starts with a flat $10 welcome grant.
  • Agent Actions (Approval-Gated): The AI Agent can now run anonymous Apex and create, update, or delete individual records — but only after you explicitly approve each action on a dedicated approval card. Updates show a before→after diff, production orgs get a prominent red warning, and every executed action is recorded in your Activity Ledger.
  • Agent Presets: Save reusable agent configurations — a pinned model, an extra system-prompt block, a tool allow-list, and starter prompts. Manage them on the new Agents page (with JSON import/export), pick one from the chat composer, and start from six built-in presets like Org Health Auditor and SOQL Analyst.
  • Ask the Guides: A new docs-only AI chat that answers questions from official Salesforce documentation — no Salesforce connection required. Scope answers to specific guides or product areas and follow the cited source passages in a dedicated citation panel.

Enhancements

  • Account & Billing: Account pages (Workspace, Profile, Billing) are grouped under a new navigation section with refreshed headers and cross-links.
  • AI Agent: Conversations can be renamed from the sidebar, or auto-titled with one click.
  • Demo Mode: The billing, workspace, and agent-preset pages are now explorable in demo mode.

Bug Fixes

  • Returning from Stripe Checkout now shows a confirmation toast and refreshes your credit balance immediately.
  • Fixed an issue where a credit top-up could double-post a confirmation toast.