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Realm improves every day. This page lists the fixes and features we ship each day.

August 22, 2026

Very long documents are now searchable in full

Documents too long to index in one piece are now indexed in full, so content anywhere in the document can be found in search and used in chat and RFP answers instead of being cut off.

Long chats open instantly

Opening a chat with a long history now shows the newest messages immediately, and earlier messages load automatically as you scroll up through the conversation.

Shared RFP ownership and management

A new “Any member can manage RFPs” setting in RFP settings lets every organization member manage RFPs, and RFP owners can add co-owners or transfer ownership from the Manage owners menu.

Tag a whole connection at once

In the knowledge library, the tag menu on a connection row now assigns a tag to the entire connection. Everything synced from it inherits the tag, including files added later and sources without folders such as Slack and Zendesk.

August 20, 2026

Truer-to-source spreadsheet RFPs

The RFP fill table now reproduces an uploaded spreadsheet’s own color coding — cell fills, font colors, and bold or italic emphasis — and shades the cells Realm will not fill so the fillable ones stand out. Yes/No columns built with Excel checkboxes now appear as answerable checkboxes and export as real ticked boxes instead of arriving pre-filled with the text “False”.

No more lost answers when editing RFP cells

Opening the editor on an answered RFP cell now always shows the existing answer, so typing edits it. Previously the editor could open blank over an answered cell, and the next keystroke erased the entire answer. Pasting a SharePoint document link copied from Word, Excel, or PowerPoint Online — including viewer links that reference the file by its internal document id — now resolves and syncs the document instead of failing.

Synced content no longer disappears

Documents from a synced SharePoint drive no longer vanish from the knowledge library after a sync interruption, and drives that were stuck now pick up new and changed files again. Saving a website source with a blank include or exclude pattern also no longer deletes the source’s indexed pages — blank patterns are simply ignored.

August 19, 2026

Test your RFP answer profile

A new “Test your profile” section in RFP settings lets admins enter a question and generate a sample answer to see how the profile performs. When the profile has unsaved edits, the saved profile’s answer and the draft’s answer appear side by side, so changes can be compared before saving.

Cleaner RFP questionnaire exports

When you export a filled RFP back into its original Word or PDF questionnaire, pre-existing answers that were imported with the questionnaire no longer appear inside the question text, and translated questions are no longer written into the document as answers.

Agents now search connectors attached to them

A custom agent restricted to specific folders or sources now includes a connector attached directly to it, such as a CRM, in its searches. Previously the agent reported that source as unavailable and answered without it.

August 18, 2026

Customizable keyboard shortcuts

A new Keyboard shortcuts page in Settings lists every shortcut and lets you record your own key combinations, which are saved to your account and apply across browsers and devices. The chat shortcuts for toggling research mode and attaching a file now also work with Ctrl on Windows and Linux.

Organization-wide RFP answer profile

Admins can open the new RFP settings page to define an organization-wide answer profile — writing instructions plus a Concise or Detailed answer length — that is applied to every generated RFP answer.

RFP analytics for admins

The Analytics page now has a dedicated RFPs tab showing fill statistics for each RFP completed in the selected period — total answer cells, the share filled by Realm, and the share approved without edits — and the same statistics are included in the RFP metrics CSV export.

Spreadsheets that stalled during sync are now searchable

Spreadsheets that previously never finished syncing — including very large workbooks and files edited with Excel add-ins — now convert quickly and become searchable in Realm. Empty spreadsheet cells also no longer appear as the literal text ‘undefined’ in search results and answers.

August 17, 2026

Control which tags an RFP searches

RFP settings has a new Tag scope setting with ‘Project + RFP’ and ‘RFP only’ options, so an RFP inside a project can search its own tags instead of the whole project’s — a questionnaire about one product no longer pulls in sources tagged for the project’s other products. Tags inherited from the project can also be removed from a single RFP while keeping the rest.

Smoother tool approvals and more complete answers in chat

Approving or denying a tool action no longer breaks the conversation view — the approval card stays readable after your decision and when you reopen the chat. Final answers now also include everything the agent gathered from non-search tools such as connector actions and code execution, which could previously be missing.

Screenshots in Slack questions are now used

Asking Realm a question in Slack with an attached screenshot now produces an answer that takes the image into account instead of silently ignoring it. If an attached image genuinely can’t be retrieved, the answer now says so explicitly.

August 15, 2026

Assign organization tags across your knowledge base

In Organization settings, opening a tag now shows a checkbox tree of your knowledge base where you tick documents and folders to apply the tag. The tree marks which documents are tagged directly, which are covered by a tagged folder, and which folders contain tagged items deeper down. Creating a tag is now a single dialog covering name, color, and always-included, and it opens the new tag so you can choose files right away.

Better list and paragraph formatting in RFP answers

Typing ”- ” at the start of a line in an RFP answer cell now creates a bullet list with visible bullets, and list markers with their nesting are kept in answer previews and spreadsheet exports. Paragraph spacing in the cell editor now matches the read-only cell, and deliberate blank lines survive saving the edit and exporting the RFP to a spreadsheet.

Sources stay visible after editing RFP answers

When you hand-edit a generated RFP answer, the sources of the last generated answer stay listed in the sources column and the row’s Sources panel, together with a note that the answer was edited after generation.

August 14, 2026

Folder tags now visible on documents everywhere

Documents inside tagged folders now display those folder tags on their rows in Browse knowledge, in search results, in the document details panel, in the document viewer, and in Curations. Inherited tags appear in parentheses next to directly assigned tags so you can tell them apart at a glance, and folders also show tags inherited from their parent folders. Directly assigned tags remain separately editable.

More flexible conditional fill for RFP columns

When setting up conditional fill on an RFP column, you can now combine several conditions and choose whether all or any of them must match. Each condition accepts multiple values, and you can pick those values from a dropdown of the source column’s existing options and answers instead of typing everything by hand. URLs in RFP answer cells and the row sidebar are now clickable and open in a new tab, and typed or pasted URLs turn into links as you write. Spreadsheet exports keep both the link text and its address instead of dropping one of them.

August 13, 2026

RFP analytics in the Analytics dashboard

Organization admins now get a dedicated RFPs tab in the Analytics dashboard, with charts for RFPs started and completed over time, filled cells, RFPs per owner, rows per assignee, the share of rows approved without edits, and average completion time, plus a CSV export. It replaces the former RFP Filled Cells tab.

Unassign and reassign with prompts

Assign with prompt on an RFP (and its reviewer variant) can now remove and reassign people, not just add them. Prompts such as ‘unassign all questions assigned to a person’ or ‘reassign from one person to another’ now work, rows can be scoped by current assignee, and the preview shows removed users struck through beside added ones.

Download all project files at once

The new ‘Download files’ button in the project header now offers ‘Download all files’, which downloads every file in the project in one go, alongside the existing ‘Download questionnaires’ export.

Fixed a crash when opening large RFP projects

Opening an RFP project with many answered cells no longer crashes the page with a ‘Maximum update depth exceeded’ error; the project grid now loads normally.

August 12, 2026

Chat and search history in a side panel

Selecting the history button in the chat or search page header now opens your past conversations in a side panel beside the current conversation, instead of a drawer covering the page, so the chat you’re working in stays visible while you browse.

Regenerate rows with custom instructions in RFP Fill

In the RFP filling view, the button that appears when hovering over a row number now offers Regenerate row for rows marked for answering, and you can add custom instructions for how that row’s answers should be regenerated.

August 11, 2026

Tags for Knowledge documents and folders

Users can now tag Knowledge documents and folders, then see those tags as colored dots in explorer rows, search results, and Curations.

One-click previews across Search and Chat

Clicking citation, source, Search result, recent file, and suggestion cards now opens them directly in Realm’s preview. A separate control lets you open the original source.

Improved RFP exports

When you add an answer column manually in RFP Fill, its generated answers now appear in the original spreadsheet export.

Microsoft file uploads from agents

Agents can now create requested files in OneDrive for Business and SharePoint-backed drives instead of failing before the upload reaches Microsoft.

August 10, 2026

Smarter, more complete RFP imports

Realm now detects answering instructions inside Excel, CSV, Word, and PDF questionnaires, keeps every sheet and requirement visible, and avoids proposing AI answers for obvious headings, separators, and notes.

More reliable file artifacts

Requests for presentations, documents, spreadsheets, and PDFs now reach the tools capable of creating them, and generated results use standard editable file artifacts.

Automatic data analysis

A dedicated Data Analysis setting has been removed. Realm now uses analysis capabilities automatically when a request needs them.

More resilient chats and coding sandbox

Chats can recover when an AI provider stalls, while Realm’s coding sandbox now handles large outputs, installed Python packages, interrupted runs, restarts, and execution errors more reliably.

More dependable knowledge syncing

We improved sync reliability across Slack, Confluence, SharePoint, OneNote, Jira, Teams, Salesforce, Coda, and website sources, including better handling of temporary access failures and provider errors.