Instabase Release Notes

Automate, deploy, & review

Community

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

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.

Enterprise

Administration

Commercial

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.

Enterprise

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

Automate, deploy, & review

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.

Automate, deploy, & review

Community

• Barcode detection and extraction accuracy is improved, especially for DataMatrix barcodes.
• Resolved issue | Excel and CSV files didn’t display in the document view.

Commercial

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.

Automate, deploy, & review

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

• (no items)

Commercial

• 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.
• 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.

Enterprise

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

Automate, deploy, & review

Community

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.

Commercial

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.

Administration

Commercial

Enterprise

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

Enterprise

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.

Automate, deploy, & review

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.

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.