All updates

27 February 2026

Multi-Entity Minutes, Redesigned Agent Config & Better Transcription

One meeting, multiple fund entities — the platform can now generate separate, tailored minutes for each entity from a single transcript. The agent configuration interface has been completely redesigned with collapsible sections and searchable dropdowns. Speaker identification and the Teams bot have been hardened for better reliability.

1 New2 Improved4 Fixed

NEW FEATURES

NEWMinutesAll Users

Multi-Entity Meeting Minutes

Why we updated this

Fund administrators managing multiple entities had to manually split and adapt minutes for each entity after generation — a significant source of extra work and risk of cross-contamination.

How it works now

If your board meeting covers multiple fund entities, the platform can now automatically generate separate minutes for each entity, each with its own relevant context, glossary, and quality checks. Each entity's minutes are validated against its own knowledge base, ensuring that fund-specific terminology, party names, and legal references are correct and don't bleed across entities. Entity minutes are generated in parallel, reducing overall processing time.

What to do

This feature is currently in QA testing and will be enabled for your organisation on a scheduled basis once validated. Your team will be notified before activation.

IMPROVEMENTS

IMPROVEDAgents & PromptsAll Users

Redesigned Agent Configuration

Why we updated this

Agent settings were presented as a flat form, making it hard to navigate as configurations grew more complex.

How it works now

The agent setup experience has been completely redesigned with clear, collapsible sections (Identity, Behaviour, Data & Tools, Metadata). Knowledge bases, agents, and workflow components now use a searchable selection interface. Agents can now reference multiple knowledge bases simultaneously, and a default KB assignment removes the need to select one manually for every meeting.

What to do

No action required. Existing agents are unaffected. The new layout makes future changes easier.

IMPROVEDTranscriptionAll Users

Improved Transcription Quality

Why we updated this

Guest speakers were sometimes misidentified, and audio stream interruptions caused gaps in meeting transcripts.

How it works now

The system now tracks guest speakers more reliably, improving attribution accuracy. The Teams bot includes an advanced recovery mechanism for speech recognition — if a speaker's audio stream gets stuck, the bot automatically recovers, reducing missed transcript segments. Enhanced diagnostic logging helps our team identify and resolve transcription issues faster.

What to do

Monitor your next few transcripts to confirm speaker names are attributed correctly.

FIXES

FIXPlatformAll Users

Session Handling & Mobile Improvements

Why we updated this

Expired login sessions resulted in blank or error states rather than a clean redirect. The meeting setup page also had scrolling issues on mobile.

How it works now

If your login session expires, you'll now be cleanly redirected to the login page with your previous location preserved. The meeting setup page now scrolls correctly on mobile devices. New error boundaries across calendar, meeting, and minutes views ensure that if something goes wrong, it's contained rather than affecting the entire page.

What to do

No action needed.

FIXPlatformAll Users

Teams Bot Security Updates

Why we updated this

Dependencies in the Teams bot required updating to maintain security posture.

How it works now

The Teams bot has been updated with the latest security patches for Azure Identity, Speech SDK, and authentication libraries.

What to do

No action needed.

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