Instabase Release Notes

Commercial

Agent mode is now generally available. Agent mode processes documents with next-generation models for enhanced extraction accuracy and simplified configuration.
Update existing projects to agent mode to take advantage of these improvements.

You can configure notifications to be alerted when run results are sent downstream.

Upstream integrations include new processing options to align with how documents are grouped in your source systems and to better support packet-based processing. For connected drive integrations, you can choose to process subfolders as separate runs. For mailbox integrations, you can create a separate run for each email, instead of batching queued emails into a single run.

Resolved issue | Webhook notifications weren’t sent when runs failed due to validation errors, such as when processing corrupted files.

Enterprise

Classification custom functions let you write custom Python code to classify documents based on deterministic rules rather than relying on LLM classification.

Splitting custom functions let you write custom Python code to split multipage files into documents using rule-based logic.

Resolved issue | The cross-class validation rule Require matching fields incorrectly compared field values before cleaning lines were applied. It now compares final field values after cleaning lines are applied.

Administration

Enterprise

OAuth provider configurations now support a configurable scope claim (default scp) that lets you control per-token permissions using role-based access.

Community

Commercial

Resolved issue | When uploading files to projects with multiple classes, if multiple upload jobs ran simultaneously, files occasionally displayed classification errors, yet the document count increased.

Resolved issue | Deleting an app deleted only the latest app version instead of all app versions.

Enterprise

You can now link deployments in development and production workspaces to create a pipeline for promoting configuration changes.

In human review, large tables now load faster.

Resolved issue | Loading accuracy tests and ground truth sets failed for apps with many versions.

Resolved issue | Reviewer assignment dropdowns in workspaces didn’t include members granted access through groups. Only users directly added to the workspace were displayed.

Resolved issue | Table editing in human review resulted in errors that prevented autosave from working properly.

Conversations & chatbots

Community

Commercial

Enterprise

Chatbots have a new dedicated creation flow, separate from conversations.

For existing chatbots, there is a one-time migration step to separate your published chatbot from its origin conversation and create a chatbot draft. Open your chatbot from the Hub, then hover over the Draft workflow selector in the top right, and follow the instructions provided.

The chatbot interface has an updated layout, including a dedicated document viewer.

Administration

Commercial

Enterprise

Workspace roles are expanded to five distinct roles that reflect job functions: reviewer, review manager, tester, developer, and workspace manager. The new role structure provides more granular control over user permissions and supports common automation workflows. For detailed permissions and an explanation of how roles apply across AI Hub, see Organization and workspace roles.

API & SDK

Each API operation includes sample code for calling the operation by making REST calls with Python and the requests module, instead of using the Python SDK.

The create conversations and upload files and converse with a document SDK operations support the fast_mode parameter.

SDK version 0.12.0 is available, containing the fix described above.

Automate, deploy, & review

Community

Commercial

Enterprise

Resolved issue | App runs occasionally failed with the error Cannot open a non-existent file due to issues processing temporary files.

Commercial

Enterprise

You can now create ground truth datasets from any app run in the selected workspace, not just app runs you executed yourself.
Enterprise

Process packets of related documents with cross-class fields that consolidate data across multiple document types. In production, automation apps with cross-class fields process one packet per run.

For details, see Extracting data from packets and Validating packets.

Conversations & chatbots

Community

Commercial

Enterprise

Deprecation | Conversations and chatbots are deprecated and will be removed on February 1, 2026. You can continue to create and use conversations and chatbots until then, though feature updates and improvements are paused.
Removal | URL upload for conversations and chatbots is no longer supported. Use alternative file upload methods.

Administration

Enterprise

Enterprise-tier organizations can configure OAuth providers to manage API access using externally generated tokens.
Mapped user and service accounts can authenticate API requests using tokens issued by your OAuth provider instead of AI Hub-managed tokens.

API & SDK

The Get run results API/SDK operation now includes the run ID and page layout information in its response.

Community

Commercial

Enterprise

Public preview

Public preview | Automation projects in organizations with appropriate contract terms in place now offer agent mode as AI runtime 2.0.0. Agent mode processes documents with next-generation models for enhanced extraction accuracy and simplified configuration. When available, existing projects can update from legacy mode to agent mode.

Projects in agent mode can use a model to autogenerate classes and up to 20 fields based on uploaded documents.

For the AI runtime 2.0 release, automatic updates are temporarily disabled: apps on 1.x update to 2.x only when 1.x support expires. Major runtime updates typically require field and prompt adjustments, so create a new app version rather than updating existing app versions in place. AI runtime 1.x expiration is calculated based on agent mode availability in your specific tenant environment.

Commercial

Enterprise

• Single tenant | You can now create ground truth datasets from any app run in the selected workspace, not just app runs you executed yourself.

• Resolved issue | The app overview for advanced apps incorrectly reported all fields as hidden.

• Resolved issue | Manually running a deployment multiple times in close sucession caused results to be overwritten and unavailable in human review.

• Resolved issue | For advanced apps with splitting, changes to document class within human review didn’t persist.

Administration

Commercial

Enterprise

• Organizations can disable API token creation or limit the ability to specific groups. When disabled, excluded members can’t create tokens for their own account or on behalf of service accounts.

• You can disable local downloads in workspaces. When disabled, members can’t locally download logs or results from automation app and deployment runs.

Community

Commercial

Enterprise

Digitization settings include a new attachment handling option. You can choose to process attachments as separate files (default) or remove them entirely. This setting doesn’t affect emails processed via upstream integration, which is managed by deployment configuration.

Resolved issue | When viewing run results, switching the file list to group by class caused the page to crash.

Commercial

Enterprise

In human review, modifying page splitting now triggers re-extraction.

Conversations & chatbots

Community

Commercial

Enterprise

Digitization settings include a new attachment handling option. You can choose to process attachments as separate files (default) or remove them entirely.

API & SDK

API reference documentation includes new pages for the Start multipart upload session, Upload part to multipart session, and Commit or abort multipart session API and SDK operations. The old page covering these operations has been removed.

The Start multipart upload session operation now includes a session_id parameter in the JSON body of its response.

The file_size parameter in the Start multipart upload session now expects an integer, but also supports a string for backwards compatibility.

Version 0.13.0 of the instabase-aihub SDK is available.

It adds a new method for each of the three multipart file upload operations.

The client.batches.add_file() SDK method accepts either a file object or file contents as bytes for its file parameter.

Community

Barcode detection and extraction accuracy is improved, especially for DataMatrix barcodes.

Commercial

Resolved issue | Excel and CSV files didn’t display in the document view.

Enterprise

Resolved issue | In human review, modifying page splitting multiple times resulted in a field missing error for apps that had table or checkbox recognition enabled.

Resolved issue | In human review, the documents grid view jumped to the previous page after moving pages and scrolling through multipage documents.

Community

• Log messages for app and deployment runs are now searchable within the logs interface.

Commercial

• Single tenant | Barcode detection and extraction accuracy is improved, especially for DataMatrix barcodes.

• Resolved issue | Runs failed if any individual file failed to process, instead of showing the failed file in the run results while still completing the run.

Enterprise

• Resolved issue | In accuracy test ground truth tables, expanded table results sometimes displayed results from other fields.

• Resolved issue | Human review dashboard showed incorrect item counts when scrolling through the list of items.

• Resolved issue | Single tenant | In human review, modifying page splitting multiple times resulted in a field missing error for apps that had table or checkbox recognition enabled.

• Resolved issue | CSV files from S3 bucket downstream integrations downloaded with incorrect .txt file extensions instead of .csv.

Conversations & chatbots

Community

Commercial

• When querying chatbots, you can now see which specific pages the model referenced when developing its response. This feature is supported for .docx, .gdoc, .gslides, .pdf, .pptx, and .tiff files.

Administration

Enterprise

• Single-tenant | There are several improvements to audit logs:

• Logs are now supported for automation project, human review, and workspace management activities.

• The Permissions V2 audit log category replaces the Access control category, and additionally captures organization membership management activities.

• Logs capture the source IP address and the workspace context, where applicable.

• A V2 log schema provides enhanced data structure and additional fields. Starting with release 25.34, only V2 audit logs are generated. When using the user interface to view logs, select V2 categories. When using the audit endpoint to retrieve logs, append _v2 to the log_type parameter, such as api_v2. To retrieve audit logs for events before release 25.34, select non-V2 categories in the user interface or omit the _v2 suffix from the API parameter.

API & SDK

• Documentation now has an extensive SDK for beginners tutorial.

Community

Commercial

You can now apply confidence validation rules to reasoning fields, and confidence scores for these fields are reported in the results table during development, and in app runs.

Single tenant | Barcode detection and extraction accuracy is improved, especially for DataMatrix barcodes.

Enterprise

Resolved issue | In human review, clicking Clear in the field editor sometimes canceled editing instead of clearing the value.

Resolved issue | In human review, field edits failed to save if the deployment pointed to a different app than the one originally used for the run.

Resolved issue | In human review, the re-extraction that’s triggered when a document class is changed used the latest AI runtime version instead of the app’s specified version.

Enterprise

Resolved issue | Single tenant | Fetching app run results through API failed for advanced apps.

Administration

Commercial

Resolved issue | When attempting to edit secrets, the window closed unexpectedly.

Multi-tenant AI Hub customers can configure single sign-on (SSO). Both SAML and OIDC protocols are supported. Contact Instabase Support to enable SSO in your organization.

Resolved issue | Users accessing AI Hub through external links weren’t properly redirected after authenticating using SSO. Users are now redirected to their intended destination.

API & SDK

Documentation for making workspaces, designating production workspaces, linking a deployment to a production deployment, and promoting changes to a production deployment all now include visual tutorials.

Community

Commercial

Enterprise

• Resolved issue | In app detail view, the App runs and Accuracy tests tabs failed to load for users with access to many workspaces or app versions.

Commercial

Enterprise

• In human review, the documents grid includes a new Move option that lets you specify a page position when rearranging pages within files. This option augments existing drag-and-drop capabilities for page remapping, but is more efficient for large files.

• Resolved issue | In the project editor, after modifying custom functions, the option to add an app version didn’t appear.

• Resolved issue | The document_page_by_page_text parameter was unintentionally available in validation custom functions, causing timeouts on large documents.

• Resolved issue | When verifying ground truth values in human review, re-classifying documents to a class with no fields failed to remove existing fields.

• Resolved issue | When configuring deployment integrations, the file picker didn’t close after selecting a Google Cloud Storage folder.

• Resolved issue | Deployments run via API with manual_upstream_integration=True returned No documents found when files were located in subfolders of the target upstream integration.

• Resolved issue | Deployment metrics displayed inconsistent results and date range filters weren’t properly applied to exported data or deep dive displays.

• Resolved issue | Downstream integrations ran prematurely when human review triggered field re-extraction.

• Resolved issue | Filtering queues in the Review tab triggered infinite API requests.

• Resolved issue | Single tenant | For advanced apps with splitting, changes to document class within human review didn’t persist.

Conversations & chatbots

Community

Commercial

Enterprise

• Deprecation | URL upload for conversations and chatbots is deprecated, and will no longer be available as of release 25.46.

Automate, deploy, & review

Community

Commercial

Enterprise

Table detection is improved, especially for Excel files and multipage tables in PDFs. This change is available immediately in automation projects and existing community apps, and in commercial and enterprise apps as AI runtime 1.0.13.

• Resolved issue | Digitization of .msg files with HTML content returned empty email body text.
• Resolved issue | Excel files with file names that began with a hash didn’t display in the document view.
• Resolved issue | Single tenant | In app detail view, the App runs and Accuracy tests tabs failed to load for users with access to many workspaces or app versions.

Commercial

Enterprise

• You can now hide fields to simplify human review and downstream integration output.
• Resolved issue | Validation prompts sometimes failed with not enough values to unpack errors when the generated custom function contained improper formatting.
• Resolved issue | AI runtime versions could expire immediately if there was a long gap between runtime releases, not providing the full support window for migration. Now, the expiration countdown is based on the release of a subsequent version.
• Resolved issue | Single tenant | Deployment metrics displayed inconsistent results and date range filters weren’t properly applied to exported data or deep dive displays.