Scribe Release Notes

What's new?

Optimize Admins can now add business context in Settings, making every AI chat deeply relevant to your org's goals, tools, and teams.

How does it work?

You can now upload files — txt, md, PDF, images, docx, and Excel — directly into Optimize agent chat as additional input alongside your prompt. Instead of retyping your SOPs, spreadsheets, or docs into chat, just add the files themselves. The agent uses that context together with your prompt, so answers are more accurate and rooted in how your business actually works.

FAQs

What file types can I upload?

Txt, md, PDF, images, docx, and Excel files.

Who has access to this?

Available to all Optimize customers

Do I need to do anything differently to use it?

No — drag and drop a file into Agent Chat alongside your prompt, same as you would normally chat with the agent.

What's new?

Optimize Admins can now add business context in Settings, making every AI chat deeply relevant to your org's goals, tools, and teams.

How does it work?

Org or Team Admins add context in Settings, either by uploading a document or typing it in directly: industry, priorities, tool stack, decision-makers, whatever's relevant. Once saved, it's applied automatically to every future agent conversation, and you can update it any time

FAQs

What is Business Context and who can set it?

It's org or team-level background (goals, tools, teams) that Org or Team Admins add once in Settings.

If my team sets its own Business Context, does it override the company-wide context?

No. Team-level context layers on top of company-wide context; it doesn't replace it.

Does Business Context apply retroactively to past conversations?

Only to new conversations after the context has been added.

What's new?

Two enhancements to the Optimize agent make sure every answer is grounded in how your business actually works. The agent is now accessible from anywhere in Optimize, and it applies the context of what you're looking at to answer. You can also tag teams, tools, or issues directly in a question, giving the agent even more to find the best possible answer to any question you have.

How does it work?

Open the agent from anywhere in Optimize, no need to navigate to a specific page first. Suggested prompts adjust automatically based on where you are, and the agent already knows the context before you start typing.

To point it at something specific in your chat, type "@" and tag an app, workflow, issue, or team. Ask things like “Where are we wasting time in our @Sales process?” or “Where is @Customer Success being inefficient in @Zendesk?” Add as many tags as you need in a single prompt to narrow in to the best solution.

FAQs

Do I need to set anything up to use the agent?

No. Agent chat is available from anywhere in the app automatically.

What can I @ mention in a chat?

Apps, workflows, issues, or teams. You can tag more than one in a single question to narrow the agent's focus.

Is this available on all plans?

Available to all Optimize customers.

What's new?

Upload your existing videos (screen recordings, training sessions, Looms, etc.) and Scribe automatically generates step-by-step documentation from it.

How does it work?

Click "Import" when creating a new Scribe, drag and drop your file, and watch it be transformed into a step-by-step guide.

FAQs

What kinds of videos work best?

How-to screen recordings, such as software walkthroughs, process demos, anything where someone is clicking through a workflow. The better the recording, the better the output.

What file formats and sizes are supported?

mp4, mov, webm, and mkv. Max 20 minutes and 500 MB per video.

Do I need to narrate the video for it to work?

No. Scribe analyzes the visuals, so narration isn't required (though it can help with step descriptions).

What if a step isn't right?

You can adjust any step after import. Edit the description, or scrub to a better frame and update the screenshot.

Where do I find Video Import?

In the same place as document Import. Click the import option from your dashboard and select a video file.

Departments

Departments let Global admins group teams into named organizational units (think groups like Finance, EMEA, or Customer Success) and share Scribes or Pages with an entire department in one click instead of selecting teams one by one. Available on Global.

How does it work?

In settings, admins create Departments and assign each team to one. Departments show up in the Team Directory and the Team Management table, so admins get a real view of how the org is structured instead of a flat team list. To share, select a Department in the Share dialog and the content will automatically appear in the shared library for that group.

FAQs

What is a Department?

An optional organizational grouping above teams. Admins create Departments, assign teams to them, and creators can share content with an entire Department at once.

Which plans have access?

Departments are available on Global only.

Who can create and manage Departments?

Admins only.

How do I share with a Department?

In the Share dialog, select the Department you want to share with. The Scribe or Page automatically appears in the Shared folder of every team in that Department.

Can a team belong to more than one Department?

No. Each team can only belong to one Department.

Does this replace multi-team sharing?

No. Multi-team sharing lets you select specific teams individually. Departments let you share with a whole group at once. Both options are available in the Share dialog.

Departments let Global admins group teams into named organizational units (think groups like Finance, EMEA, or Customer Success) and share Scribes or Pages with an entire department in one click instead of selecting teams one by one. Available on Global.

How does it work?

In settings, admins create Departments and assign each team to one. Departments show up in the Team Directory and the Team Management table, so admins get a real view of how the org is structured instead of a flat team list. To share, select a Department in the Share dialog and the content will automatically appear in the shared library for that group.

FAQs

What is a Department?

An optional organizational grouping above teams. Admins create Departments, assign teams to them, and creators can share content with an entire Department at once.

Which plans have access?

Departments are available on Global only.

Who can create and manage Departments?

Admins only.

How do I share with a Department?

In the Share dialog, select the Department you want to share with. The Scribe or Page automatically appears in the Shared folder of every team in that Department.

Can a team belong to more than one Department?

No. Each team can only belong to one Department.

Does this replace multi-team sharing?

No. Multi-team sharing lets you select specific teams individually. Departments let you share with a whole group at once. Both options are available in the Share dialog.

What's new?

You can now share a single Scribe or Page with multiple specific teams, so all your cross-functional partners can work off of the same source of truth. Shared documents appear in each team's workspace, so the right people can find them without opening them up to everyone in the organization. Available on Hub, Grid, and Global plans.

How does it work?

In the Share dialog, switch to the Teams tab. Type a team name, select the teams you want to share with, and you're done. There's no limit to how many teams you can add. Each team gets access at the permission level you set, and the document shows up in their Shared folder automatically.

FAQs

Which plans have access?

Multi-team sharing is available on Hub, Grid, and Global plans.

Does this work for Pages too, or only Scribes?

Both Scribes and Pages support multi-team sharing.

If I share with a second team later, does the first team get notified again?

No. Only the newly added team receives a notification. Existing teams aren't re-pinged.

Can a user in multiple teams see the same document twice?

No. Even if someone belongs to several teams that all have access, they'll only see the document once in search, Sidekick, and their workspace.

Is there a limit to how many teams I can share with?

No product limit.

What happened to the old workaround of duplicating docs into each team?

You don't need it anymore. One document, shared with as many teams as you need.

Voice transcription now works in Spanish, French, German, Italian, and Portuguese — so your global teams can capture all the context they need to follow workflows accurately, without typing an extra word. Simply speak as you create your Scribe, and watch your words transform into step-by-step written instructions in your language. Available to Pro and Enterprise users.

How does it work?

Before you capture a Scribe, toggle on "Voice transcription." Then speak out loud in your language as you walk through your workflow — Scribe automatically detects your language and transcribes your words to the corresponding step. When you finish, you have a complete step-by-step guide in your language, with all the context included.

FAQs

What languages are supported?

Spanish, French, German, Italian, and Portuguese — plus English, which was already supported.

Do I need to select my language before I start?

Nope! Scribe automatically detects the language you're speaking. Just toggle on voice transcription and start capturing.

What if I want to edit the transcription later?

You can always edit any text in your Scribe, including transcribed instructions. After you finish capturing, click Edit to make changes.

Magic Edit uses AI to clean up your Scribes automatically. It rewrites unclear step descriptions and merges duplicate steps, so your guides are ready to share without any manual work.

How does it work?

When you create a new Scribe, Magic Edit automatically scans it and makes changes. You can undo anything you don't like.

Learn more

FAQ

Will Magic Edit change my Scribe without asking?

Yes. You can undo or edit any change by clicking on the description or on the step that was merged.

Can free users use Magic Edit?

Free users can preview suggestions but can't apply them.

Scribe MCP is now available for eligible Scribe customers. It gives supported AI tools, like Claude, Cursor, and Glean, a standard way to connect to Scribe, so teams can use Scribe’s workflow context in those tools without building a separate integration for each one.

For Scribe Capture customers, that means faster access to guides and documentation inside AI tools. For Scribe Optimize customers, that means access to workflow context and improvement opportunities inside the tools they already use.

How it works

Scribe MCP is enabled by default for eligible customers and provides read-only access through one shared connection layer. A System Admin can manage it in Developer Access, while users complete setup in the MCP-compatible AI tool they are using. Authentication, permissions, and access controls stay centralized in Scribe.

To learn more, visit our Help Center.

FAQ

What is MCP?

MCP, short for Model Context Protocol, is an open standard that lets AI tools connect to outside systems through a consistent, and easy to use, interface.

Can teams use Scribe MCP with custom agents?

Yes. More technical users can connect Scribe to custom agents, though that may require extra setup.

Who can use Scribe MCP?

Scribe MCP is enabled for Enterprise Grid and Global customers on Capture, and all Optimize customers. Your Customer Success Manager can tell you more about upgrading.

What’s new?

Scribe now lets creators and viewers request documentation directly in-product when they can't find what they need. Instead of direct messaging creators or submitting tickets through a different system, viewers can tell the right person what's missing. Requests go to the relevant creator, so your team knows exactly what to document next.

How does it work?

Search for a Scribe in Sidekick or Workspace search. If there's no match, click "Request a Scribe" and fill out a short form with the topic, tool, and an optional assignee. The request appears in the creator's queue in Tasks. Once the creator publishes a new Scribe or links an existing one, the requester is notified and can access it immediately.

FAQs

Who can submit a request?

Any authenticated user on Pro Team plans and above.

Can a request be fulfilled with an existing Scribe?

Yes. Creators can link an existing Scribe instead of creating a new one.

Does this work without the browser extension?

Sidekick entry points require the extension. Workspace-based entry points work for any authenticated viewer.

Which plans support Request a Scribe?

Request a Scribe is available on Pro Team and Enterprise plans.

What’s new

Document Import lets you upload existing PDF and Word files and turn them into editable Scribes or Pages, giving teams a faster way to move documentation into Scribe without rebuilding documentation from scratch.

How it works

Select Import from the New button in your Workspace, then upload one or more PDF or Word (.docx) files. Scribe converts each file into a new Scribe or Page that you can review, edit, and publish like other content in your workspace.

FAQ

Will the import be perfect?

Not always. Document Import is designed to give you a strong starting point, and you can make edits in Scribe after import.

Does this replace Capture?

No. Document Import helps you bring existing documentation into Scribe. Scribe Capture is still the best way to create new step-by-step guides as work happens.

What if my document needs cleanup after import?

You can update the imported Scribe or Page before sharing or publishing it. If Approval Workflows are enabled, imported documents follow the same approval process as other Scribe content before they can be published.

Can I use this for docs from other tools?

Yes. Document Import is useful when your team already has documentation in files you want to move into Scribe faster.

What's new?

Scribe’s approval workflows now support new options for document review, so teams can involve subject matter experts and set up approvals in a way that fits how their teams actually work. Teams can also set clearer approval requirements, including a minimum number of teammate approvals when teammate-based review is enabled.

How does it work?

System Admins can enable Document Approval in Organization Settings, then choose whether documents are approved by Team Admins only or by Teammates.

Here is how document approval works:

• Team Admins: A Team Admin must approve before a document can be published.
• Teammates: Teammates can review documents, and admins can set how many approvals are needed before publishing.

FAQ

Which Scribe customers can use Approval Workflows?

Approval workflows are available to Enterprise customers on Core, Hub, and Grid modules. To upgrade your module, please contact your Customer Success Manager.

How do I turn on approval workflows?

A System Admin must enable the Document Approval feature in the Organization Settings tab. Approval workflows are off by default and must be enabled in Organization Settings by a System Admin.

Can I choose who approves documents for my team?

Yes. Admins can choose whether approvals are handled by Team Admins only or by teammates.

Can creators still add teammate reviewers when Team Admins only is selected?

Yes. Teammate reviewers can be added optionally, but Team Admin approval is still required to publish.

Which Scribe customers can use Approval Workflows?

Approval workflows are available to Enterprise customers on Core, Hub, and Grid modules. To upgrade your module and unlock approval workflows, please contact your Customer Success Manager.

What’s new?

Scribe now lets you pin guides, Pages, and text tips to buttons, fields, and menus inside any web application, so viewers get guidance right where they work. Creators can also track Pin views, click rates, and which apps get pinned most, making it easier to see whether your team is successfully adopting the tools you've rolled out.

How does it work?

Open the Scribe extension or Sidekick on any web page, select "Add Pin," and attach a Scribe, Page, or text tip to any UI element. Viewers see a small indicator on the element and can click to open the full guide in Sidekick, or hide Pins if they don't need them. Creators control which teams can see each Pin and can customize the color and logo.

FAQs

Which plans support Pins?

Pins are included in Global and are available for purchase as an add-on for Hub and Grid plans. For more information, schedule time with your Customer Success Manager.

Do viewers need the Scribe extension?

Yes. Both creators and viewers need the browser extension to create and see Pins.

Can I customize how Pins look?

Yes. You can change Pin color and add your team's logo.

Does this work on desktop apps?

Not yet. Pins currently work on any webpage in Chrome-based browsers.