Plexara
Learning / Changelog
What is new in Plexara
Fully managed, always current
Plexara is a fully hosted and managed service. Upgrades, infrastructure, and routine maintenance happen automatically behind the scenes, so there is nothing for your team to install or patch. This log covers only the changes you can see and use: new capabilities, portal improvements, and platform changes that affect how your teams work.
Bigger exports and self-service configuration
IntegrationsGovernanceAdminThis week rounded out reliability and control. Plexara now handles very large exports without strain, and admins can configure the whole platform just by asking the assistant.
Reliable large exports
Large query results and API responses now stream straight to storage, so you can export big datasets without hitting size limits or slowing the platform.
Configure the platform by asking
Admins can set up the platform by talking to the assistant: create roles, add connections, adjust the assistant instructions, and manage prompts and API keys, with every change attributed and logged.
Tighter access control
Connection access is now closed by default. Each role sees exactly the connections it has been granted and nothing more.
Readable connection notes
Connections can carry richly formatted descriptions with a collapsible reveal, so the context behind each one is easy to read.
Smarter tool selection and memory
KnowledgeIntegrationsAdminA busy week focused on making the platform intelligence visible. New dashboards surface the health of search, the assistant finds the right tool on its own, and memory recall got sharper.
See the health of search
A dashboard shows the state of semantic search across your connected systems, with accurate coverage and clear status.
Find the right tool automatically
The assistant can locate the best tool for a request based on what you mean, not just the tool name.
Smarter memory recall
Memory search now blends meaning and keywords, so the assistant brings back more relevant context from past sessions.
Broader connectivity and cleaner audit
Added support for file-based (WebDAV) services, and activity logs now separate assistant activity from API activity for cleaner audit trails.
Operability, more authentication, and security hardening
IntegrationsGovernanceSecurityOperability and security took center stage. Connected APIs became usable from outside the assistant, live dashboards turned on by default, and security hardening tightened isolation between users.
Use connected APIs from other tools
A web endpoint exposes your connected APIs to tools beyond the assistant, such as data pipelines and scripts, under the same access rules and activity logging.
Operational dashboards on by default
Live health and usage metrics are now on by default, with an admin dashboard for monitoring the platform.
More ways to authenticate
Added support for APIs that use basic username and password, and for internal or corporate APIs secured with client certificates (mTLS).
Redesigned role editor
A single, clearer editor for a role permissions and the assistant behavior settings.
Security hardening
Tightened isolation so one user activity history can no longer be visible to another on a specific connection type.
The API connector matures
IntegrationsWith the API connector in place, this week hardened it for real-world use: versioned catalogs the assistant can understand, more reliable sign-in, and search that matches on intent.
Versioned API catalogs
Each connected API now has a versioned catalog so the assistant reliably understands its operations and inputs, including APIs that need a second credential header.
More reliable connection sign-in
Sign-in for AI-tool and web-API connections is unified, with automatic token refresh before expiry, a history of authentication events, and clearer errors.
Search by intent
API operations are now ranked by what you mean rather than exact keyword match.
Connect to any REST or HTTP API
IntegrationsOne of the biggest capabilities yet landed this week: the assistant can connect to and use any external REST or web API.
Call external web APIs directly
The assistant reads each API published description to discover what operations are available, signs in securely on your behalf with OAuth, enforces per-role rules on individual endpoints, and can export API results as assets.
Smoother connections, refreshed portal
IntegrationsPortalA round of refinement made connecting external services less fiddly, and the portal adopted a refreshed visual identity.
Easier external connections
Connecting external services is smoother: a clear Connect button for sign-in, friendly error messages, and toolkits that activate themselves once their prerequisites are met.
Refreshed look
The portal adopts a refreshed visual identity.
Reach beyond Plexara
IntegrationsPortalThe platform began reaching outward. A new gateway lets it connect to and use tools hosted on other servers, weaving their capabilities and your context into the same experience.
Connect to other AI tool servers
A new gateway lets Plexara connect to and use tools hosted on other MCP servers, automatically carrying your business context across them.
Redesigned Tools page
A cleaner master-detail layout for browsing everything the assistant can do.
Get results out, stay in sync
AssetsKnowledgeGetting results out of the platform and keeping clients in sync were the focus. A new export turns any query straight into a downloadable file, and tool lists update live for everyone connected.
Export results to a file
A new export turns any query directly into a downloadable, shareable asset in CSV, JSON, or Markdown.
Live updates
The assistant available tools refresh automatically for everyone connected whenever configuration changes.
Formatted knowledge and memory
Knowledge and memory now render as cleanly formatted text in the portal.
The assistant remembers
KnowledgePortalThe assistant gained a longer memory and the platform gained more day-to-day flexibility. Preferences and context now carry across sessions, and prompts and reference files can be managed on the fly.
A first-class memory layer
Memory keeps preferences, corrections, and context across sessions, for both agents and analysts.
Manage prompts on the fly
Create and edit prompts directly in the portal.
Upload reference files
Upload and manage files the assistant can use as reference material.
Organize and configure without engineering
AssetsGovernanceAdminThis week made the platform more organized and more configurable without engineering help. Saved work can be grouped into collections, and more settings became editable directly in the admin screens.
Collections
Group related assets into shareable collections with thumbnails and a browser.
Editable settings
Configure the platform through admin settings screens, with roles and API keys changeable at any time.
Per-role tool and data filtering
Tools and connections are now filtered by role.
Advanced catalog search
Search the catalog with column-level filtering.
Richer catalog edits
KnowledgeA small, focused update broadened how the assistant can contribute to the catalog, adding richer document-style changes when it writes context back.
Document-style catalog updates
The assistant can make richer, document-style updates when it writes business context back to the catalog.
Maintain the catalog, not just read it
KnowledgeUntil now the assistant could read the data catalog. Now it can help maintain it, improving documentation, tags, and ownership through conversation.
Update the catalog, not just read it
The assistant gains tools to create and update catalog entries, so it can help maintain documentation, tags, and ownership.
A polished sharing experience
AssetsPortalThe work this week centered on making sharing genuinely pleasant to use. The public viewer matured into a polished experience, and saved assets gained preview thumbnails and full version history.
A polished public viewer
A large investment in the public viewer: dark mode, expiration notices, sharing by email with permission levels, save to my assets, view counts, and branded headers on shared links.
Preview thumbnails and version history
Saved assets get automatic preview thumbnails and full version history, including the ability to revert to an earlier version.
One-click prompt workflows
A reusable prompt system with categories and workflow prompts.
Spreadsheet exports
Save and download results as CSV.
Save and share what the assistant creates
AssetsPortalA milestone week. The asset portal arrived, turning the things the assistant produces into saved, viewable, shareable items rather than one-off outputs that disappear at the end of a chat.
The asset portal launches
Dashboards, reports, charts, and other outputs can be saved, viewed in the browser, and shared through a branded public viewer, with a record of which tool calls produced each one.
One portal, one login
A single unified portal with single sign-on.
Tailored to who is asking
GovernanceKnowledgeThe experience started tailoring itself to who is asking. The platform self-introduction now adapts to a person role, tools carry friendly names, and admins can publish their own reference material.
Role-aware introduction
The platform introduction adapts to each person role, and tools carry friendly, human-readable names.
Custom reference material
Admins can publish custom resources the assistant can read on its own.
Richer conversations, sharper answers
PortalKnowledgeTwo themes ran in parallel: making the assistant conversational abilities richer, and making its answers sharper, so responses stay relevant without unnecessary noise.
Richer assistant interactions
Reusable prompts, file and resource attachments, live progress updates, and the assistant asking a clarifying follow-up when it needs one.
Smarter, leaner answers
Context is narrowed to the columns a query actually uses, empty descriptions are dropped, and search results include ready-to-run example queries and a schema preview.
Admin portal polish
Light and dark branding, and the ability to replay a past tool call straight from the activity log.
Administration and a knowledge loop
KnowledgeGovernanceAdminAdministration moved into a real web dashboard, and the platform learned to get smarter over time. The standout was a knowledge loop: the assistant can capture what people teach it and fold it back into the catalog.
The admin dashboard arrives
A web admin portal with an activity dashboard and the ability to run and inspect tool calls.
Capture and apply knowledge
The assistant can capture insights from a conversation, for example that a column is gross margin rather than revenue, and, with admin approval, write them back into the catalog so no one explains the same thing twice.
Control which tools are available
Admins can turn specific tools on or off.
Accountability and smoother sign-in
GovernanceSecurityThis stretch was about trust behind the scenes. The platform gained complete, durable activity logging so every action is accountable, and smoothed out the sign-in experience across clients.
Complete activity logging
Every action is now recorded in full detail for accountability and audit.
Smoother sign-in
A round of fixes to the login flow so signing in is seamless across different clients.
Richer answers at a glance
KnowledgePortalWith access and basic context in place, attention turned to making answers richer at a glance. The assistant began tracing how data connects across systems and showed its first interactive results.
Data lineage in context
Answers now show where data comes from and what depends on it.
The assistant knows the platform
It starts each session aware of which data and tools are available, which produces better, better-routed answers.
Interactive query results
An early look at visual, interactive result views in place of plain text, plus the ability to add custom interactive apps.
Where it began
SecurityKnowledgeThe earliest releases focused on the essentials everything else builds on: getting people securely signed in with their own accounts, and grounding answers in your own definitions rather than raw database columns.
Single sign-on
People sign in with their existing company accounts, with access governed by their role from day one.
Answers come with business context
When the assistant describes or queries a table, it automatically brings in the surrounding context (owners, descriptions, tags, and glossary terms) from the catalog, so results are not just raw columns.