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v1.1.792026.07

New AI Worker templates for customer inquiries and accounting

v1.1.79 adds AI Worker templates you can put to work as they are. The customer inquiry template answers requests that arrive through a public embed and hands off to a person when needed. The accounting template takes on monthly closing and journal entry work. Workers can also fetch receipt files from Cloud Box and attachments from connected services into their workspace safely.

Screenshots

AI Worker template gallery showing the accounting worker and the customer inquiry CS worker side by side
Pick the template that matches your goal and a ready-to-use AI Worker is created in your workspace.

Changes

  • A customer inquiry (CS Inbox) AI Worker template covers responses to public embed inquiries and handoff to a person.

  • An accounting AI Worker template takes on monthly closing and journal entry work.

  • Workers can safely fetch Cloud Box receipt files and attachments from connected services into their workspace.