What is new in Plexara

Answers grounded in your catalog first

Before it runs a warehouse query, the assistant now grounds itself in your catalog, so answers reflect the data you actually have rather than a guess at its shape. Fewer confident wrong turns, and more answers you can trust.

A round of security hardening

The portal gained cross-site request protection on every change you make through it, and sign-in was hardened to current standards, so the day-to-day work your team does in Plexara sits on a tighter foundation.

Curate the catalog without losing your work

Making several catalog edits in a row no longer overwrites the tags, glossary terms, or descriptions already there, and every change reports the full result. New portal actions let you remove a tag, edit custom properties, and bulk untag, and the Catalog and Context Docs tabs respect who on your team is allowed to write.

Context that stays out of the way

The business context added to each answer now stays within a set budget with a summary-first layout, and search will not let one slow source hold up a whole query, so responses come back fast and keep the focus on your data.

Nothing captured waits unreviewed

The knowledge review queue now shows how long its oldest item has been waiting and how much has aged past thirty days, so the knowledge your team captures gets reviewed and promoted instead of quietly piling up.

Canonical knowledge pages

A new layer of durable, human-readable pages, written in formatted text with diagrams, version-tracked on every save, searchable by meaning, and open to feedback in place. They hold the vocabulary, definitions, runbooks, and context that do not fit inside the metadata on a single table.

One Knowledge home

Memory, proposed insights, and canonical pages are unified into a single Knowledge area that shows their shared lifecycle: a note is captured, promoted to an insight for review, and finally promoted to shared, canonical knowledge, with each step gated by who is allowed to apply knowledge.

Knowledge linked to what it describes

Pages and insights reference the exact assets, prompts, collections, connections, and catalog entries they are about. Those references render as live links that always show the current name and work in both directions, so from any item you can see the knowledge that documents it and click through the whole graph like a wiki.

Discover, read, then cite

Search finds the right piece across every kind of knowledge, a retrieve step reads any result back in full, and a canonical reference lets the assistant cite it precisely, closing the loop from finding knowledge to using it in an answer.

Duplicates are prevented, not just discouraged

When the assistant tries to create a page that closely matches one that already exists, the platform steers it to update the existing page instead, so canonical knowledge consolidates over time rather than fragmenting.

Find anything with one search

A single, universal search spans every source a role can reach, your catalog, memory, captured knowledge, saved assets, prompts, connected APIs, and connections, and returns a balanced set that keeps each source visible rather than letting the largest one dominate, along with a summary of where the matches live.

One way to record knowledge

Capturing knowledge is now a single action that files each note in the right place and avoids re-recording something already known, so the path from a useful moment to durable knowledge is one clear step.

A more polished portal

Asset previews now match light and dark mode and fill the frame edge to edge, the asset grid loads noticeably faster on large libraries, the sign-in button label is customizable, and interactive results built with common React patterns render reliably.

Long documents stay findable

Longer reference documents now index reliably for search, so a big runbook, spec, or policy is something the assistant can actually surface and pull from rather than something too large to find.

Feedback threads on your work

Reviewers can open a correction, question, or suggestion directly on a saved asset or collection, or on a specific quote within it, then reply and work it through an open, answered, resolved lifecycle. Asset and collection lists show how many threads are still open, and someone who arrives through a public share link can take part without a separate account.

Resolve feedback into catalog knowledge

The assistant can close a feedback thread by capturing the knowledge it represents, linking the thread to the resulting catalog update so the path from comment to documented change stays visible. The author then confirms or disputes how it was resolved, and disputing reopens the thread.

A Feedback hub, and an agent that works your inbox

A new hub lists every comment, question, and correction across the assets, collections, and prompts you can see, newest first, with a sidebar badge when something is waiting. A dedicated feedback tool lets you ask the assistant to review and reply to anything pending in a single pass, and validation and sign-off keep open items on a worklist so nothing is dropped.

Easier sharing with teammates

The share dialog now suggests known teammates by name as you type while still accepting any email, and a user with editor access can edit a shared asset details, not just its content.

Browse assets by ownership

Collections and items shared with you now live in one Assets area with a Mine, Shared, or All filter instead of separate pages, and Prompts gains a Shared tab.

Context that follows the answer into any client

The context Plexara travels with every answer, the owners, descriptions, related memory, and what each column actually means, now arrives in a form that every MCP client can read, not just some. If you connect a tool that previously showed bare results, the surrounding context now comes with them.

Sharper, better-ordered search

Results across memory, saved assets, collections, and prompts now separate cleanly instead of bunching together, so the closest match rises to the top instead of getting lost in a tie.

Find every prompt your team relies on

Built-in workflow prompts and the prompts your administrators set up now appear in prompt search alongside everything else, so a shared workflow is something you can look up rather than something you have to already know exists.

Edits that report honestly

Editing only the body of a saved asset no longer shows a failure after it actually saved, and knowledge you or an admin reject is now correctly kept out of what the assistant recalls later.

Shared downloads that work from anywhere

Download links for exported results and files now resolve from outside your network, so a link you share with a colleague or partner opens for them instead of dead-ending.

A first-class prompt library

Prompts gain a full lifecycle (draft, approved, deprecated), tags, admin promotion through a review queue, and direct sharing by email, where the recipient gets a real, runnable prompt rather than a flattened copy.

Search by meaning, everywhere

Relevance search (meaning plus keywords, with an automatic keyword-only fallback) now covers captured knowledge, prompts, saved assets, and collections, across both the assistant and the portal, always scoped to what you are allowed to see.

Consistent, self-describing errors

Failed tool calls now report in a uniform, self-describing way, so the assistant can tell a fixable input mistake from an authentication problem or an outage.

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.

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.

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.

Live operational dashboards

Live health and usage metrics for your platform, in an admin dashboard for monitoring how it is running.

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.

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.

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.

Easier external connections

Connecting external services is smoother: a clear Connect button for sign-in, and friendly error messages when something needs attention.

Refreshed look

The portal adopts a refreshed visual identity.

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.

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.

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.

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.

Document-style catalog updates

The assistant can make richer, document-style updates when it writes business context back to the catalog.

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 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.

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.

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 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.

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.

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.

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.

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.