Cycle 27

New Features

Context-Aware AI Assistant with Conversation History

• The AI Assistant now displays a sticky context indicator showing which module or query you're working in.

AI Assistant with highlighted Search Result context

AI Assistant with General context highlighted

• Past conversations are saved to a searchable side panel with AI-generated titles, timestamps, and status badges for bookmarked, shared, or archived chats.

AI Assistant Conversation History

AI-Generated Visualizations

• The AI Assistant can now generate dynamic bar, line, and pie charts directly in the chat interface when you ask for trends or comparisons (e.g., "Show me Allstate's rate changes in Florida over the last 3 years").

• Charts can be exported as an image or as a CSV.

Simple AI Assistant graph example

Refreshed AI Assistant PDF Export

• The AI Assistant's PDF export has been redesigned, with an updated header, chat bubble, and styling, plus a footer that includes the export timestamp and page numbers.

Updated PDF look when exporting conversation

Table of Contents in Filing PDFs

• Filing PDFs now include a Table of Contents in the left sidebar, making it easier to navigate directly to the section you need without scrolling through the full document.

Improvements

AI Assistant Improvements

• The AI Assistant is now resizable, and will remember the users preference when opening i the future.

• The loading bar for prompts has been improved to provide more information on the AI Assistant's process.

Short clip showing how the AI Assistant sidebar can be expanded