September 11, 2026
New Checklist tab for projects
Projects now include a Checklist tab that gathers everything the buyer’s files ask for — questionnaires, requested documents, and the response documents your team needs to write — and shows the current status of each item in one place.Cleaner document exports
Documents exported into a layout now show a single title instead of a duplicated one, keep the title even when the layout has no title placeholder, and start the first chapter on its own page after the cover or table of contents. Word and Google Docs exports also no longer attach a stray bookmark to every heading.See recently completed work in My tasks
The My tasks view now includes a Recently done tab listing work completed in the last 30 days — answers you approved or handed off and assigned comment threads that were resolved — so finished tasks no longer disappear without a trace.Project files from the knowledge base visible to all project viewers
Files added to a project from the knowledge base now appear on the project’s Files tab for organization owners and other users who can view the project without being members, and open like any other project file instead of being hidden.September 10, 2026
Operator joins the agent editor
In the agent editor, a new Operator side panel can fill in the agent name, instructions, tools, and answering settings on request, or build a whole agent from a description — nothing is published until you click Publish. When creating an agent, the former Create with AI tab is now Describe your agent, and it hands your description to the Operator.Projects generate the documents a tender demands
Realm reads the buyer files in a project and lists the documents the tender demands under Suggested files in the Files tab, ready to generate; any document in the bid can be approved from its row, and Download documents downloads every document at once. Word, PDF, and Google Docs exports render through a chosen document layout — a saved organization layout or any Word document — shown in the editor Preview tab.View and edit tags directly from list rows
In the knowledge list view, each row shows its tags as labeled, clickable pills, and the row menus gain a Tags submenu for editing them in place. Tags created inline from an RFP row are saved as knowledge tags, so they immediately appear in RFP fill scoping, and overflowing tags in RFP lists fold into a +N count.September 9, 2026
Clearer saving and version history in the document editor
The document editor now shows “Saving…” while you type and “Saved” with a check once your text has actually been written to storage, including deletions. Version history also advances on its own: shortly after you stop typing, the editor records a version automatically, at most once every five minutes, and every editing session leaves an entry in the version history panel.Assistant document edits no longer overwrite your typing
If you keep typing in a document after asking the assistant for an edit, an edit written against the outdated text is now refused with an explanation in the chat instead of being applied over your changes. Assistant edits also start from the document as it currently stands even when the chat attachment points at an older version, and the content they replace is recorded in version history so it can be restored.Confluence links in answers open the correct page
Links inside synced Confluence page content shown in Realm answers and document views could point at a broken address that returned a 404 when clicked. As pages sync again, these links now open the correct Confluence page.Large spreadsheets stay as a single document
Uploading or syncing a large spreadsheet now keeps the workbook as one document under its original name, however large it is. Workbooks are no longer split into separate “(1/2)” and “(2/2)” documents, a split that also left the later parts’ sheets without their header rows.September 8, 2026
More complete spreadsheet RFP imports
Imported spreadsheets now keep each table in one section instead of splitting it into near-duplicate sections, and cells the sender had already filled under numeric, date, text-length, or custom validation rules keep their values instead of arriving blank. Hidden content is no longer dropped: hidden rows and columns appear in the RFP grid marked hidden, where they can be revealed again, and a hidden sheet arrives as a disabled tab.Project tags flow into new RFPs
Creating an RFP or free-form response inside a project now pre-fills it with the project’s tags, editable like any other tags. The separate Tag scope setting has been removed from RFP settings — every RFP simply carries its own tags.Chat answers recover from interruptions
An answer that has already started writing no longer ends as a failed message when generation pauses briefly or hits an error: short pauses continue on their own, and after an error the partial answer is discarded and regenerated automatically.September 7, 2026
More complete RFP spreadsheet imports
When you import an RFP spreadsheet, merged section labels and header bands now keep their text instead of sometimes appearing blank, column headers that span multiple rows keep every line, and instruction and header rows land in the section they introduce.Hidden spreadsheet tabs stay out of answers
Hidden sheets in Excel workbooks and hidden Google Sheets tabs are no longer added to the knowledge index when a file syncs or re-syncs, so a stale draft or scratch tab can no longer be quoted back as current in search results and answers. Hidden rows and columns are still indexed.Simpler answering modes
The Smart answering mode has been removed. Agents that were set to Smart now use Auto, which already searches and reasons in steps.September 6, 2026
Slack workflow triggers now use attached photos
Workflows triggered by a Slack message now read and use photos attached to that message, including images shared from Slack Connect or restricted external workspaces, which were previously ignored. When an attached file truly cannot be read, the workflow’s reply says so instead of behaving as if no image was attached.Word exports work with minimal layout files
Exporting a document to Word, or opening its document preview, no longer fails when the chosen export layout is a minimal docx file that omits optional parts such as styles. These exports previously stopped with a layout error; they now produce the finished Word file or preview.September 5, 2026
Claude Opus 5
The built-in Claude Opus agent and the Claude Opus option in the answer-model selector are now powered by Claude Opus 5. If you had the previous Claude Opus assistant selected, your selection carries over automatically.Web search on by default
For agents that leave web search user-selectable, web search now starts turned on — in web chat, Slack, the public API, MCP, and workflow runs — so answers draw on the web unless it is switched off. Your per-agent off choice and agents configured without web search still take precedence.Preview and edit files created in chat
Clicking a file the assistant produced in chat now opens it in the right sidebar — images, PDFs, HTML, code, and CSV render directly, and Word, Excel, and PowerPoint files render as text. From the preview, you can turn any output file into an editable artifact so the assistant keeps editing the same file in later messages.Regenerate and revert RFP answers in bulk
In the RFP answer grid, Shift-selecting a range of answer cells opens an action bar to regenerate them, regenerate them with a custom prompt, or revert them to the uploaded questionnaire’s original text. Single cells and whole columns can also be reverted to the original sheet.September 4, 2026
Go/No-Go analysis for bid decisions
In a project’s Go/No-Go Analysis tab, Realm now recommends a bid action — Go, No-bid, or Improve position — with key reasons, and a “Can we bid?” panel screens qualification requirements for blockers and missing evidence. Reviewers can override any verdict with a reason or an evidence document, record the team’s decision and eventual bid result, and the analysis flags itself as outdated when the project’s documents change.RFP attachment suggestions reuse past answers
When Realm suggests attachments for an RFP answer, it now also proposes documents that a person attached to similar questions in past RFPs, so previously approved files are reused instead of rediscovered.Agents can read the record that triggered them
An Agent run triggered by a record, such as a new Salesforce case, can now search and read that record and cite it in its output; previously the run could reply that the triggering record didn’t exist.Document edits in chat no longer create blank duplicates
When a chat reply edits a document, Realm no longer sometimes creates a blank copy of that document alongside the edit or blanks the edited document’s content.September 3, 2026
Named answer profiles for RFPs
You can now create multiple named answer profiles in RFP Settings, each combining an answer length and writing instructions, and set one as the default. Pick a profile for a whole RFP, for a section, or when regenerating a single answer. Your existing profile is preserved as the “General” default, so current answers keep their style.Archive projects
Projects can now be archived from the project status picker or the project page menu. Archived projects and their RFPs are hidden from the RFP list unless the “Show archived RFPs and projects” setting is turned on.Chat answers quote the most relevant part of a document
Chat answers now ground themselves in the most relevant section of a retrieved document when quoting and citing it, instead of defaulting to the document’s opening when the relevant content is further in.Immediate notifications for RFP comment mentions
Being mentioned in an RFP comment now sends your Slack or email notification right away instead of waiting for the next daily briefing, and row assignment notifications go out after a short grouping window.September 2, 2026
Team workload timeline for RFPs
A new Workload tab on the RFP list shows a zoomable timeline of RFP work, viewable by person or by RFP. Each contributor’s assigned RFPs appear with their own task deadlines, settable inline and always kept on or before the RFP’s deadline. The By RFP view groups RFPs under their projects and lists every RFP you can access, and both views can be narrowed with search, status, deadline, and assignee filters that are remembered between visits. RFP and project statuses and deadlines can be changed directly from the timeline, and unassigned rows can be opened and handed out from an RFP’s entry.Conversation history on RFP, project, and document pages
The assistant side panel on RFP, project, and document pages now has a History tab where you can find, search, bookmark, delete, and resume the conversations held on that page; on project pages this includes teammates’ conversations, which open read-only. Opening a conversation from the global chat history now takes you to the page it belongs to.Bulk responder and reviewer assignment through agents
Agents with RFP assignment tools enabled can now assign, add, remove, or clear responders and reviewers across a whole RFP or section in one step, and the chat shows a card summarizing exactly what changed on how many rows.Agents understand images in Slack messages
When a Slack message with attached images triggers an agent workflow, the agent now sees the images and uses their content in its answer instead of only being told an image was there. Images are also converted to a format every answering model accepts, so a photo or drawing that previously broke the response no longer does.September 1, 2026
Safer document version history
Restoring an earlier version of a document now adds it as a new version and keeps everything created after it, instead of removing the newer versions. Each entry in the list is labeled when it came from the assistant, a restore, or a publish, and new versions appear while the document stays open.Ask about a project in its chat panel
The chat panel on a project page now answers questions about that project’s summary, Go/No-Go analysis, extracted requirements, and progress and deadlines. You can also choose which assistant answers, using the assistant picker in the panel’s message composer.More consistent questionnaire answers
When Realm fills a questionnaire, selection and classification columns now follow one marker convention across the whole file, and a classification cell can no longer say a capability is fully supported while the answer beside it says support is partial or absent.Tag files when regenerating an RFP answer
In an RFP answer’s regenerate prompt, you can type @ to tag specific files, and the regenerated answer is written from the files you tagged.August 31, 2026
Regenerate a single RFP column
Update a column’s prompt and choose “Regenerate column” from that column’s actions menu to refill only the answers in that column, after confirming that its existing answers are replaced. The rest of the section stays untouched.”Approve all rows” now follows your filters
Filter an RFP section down to the answers you want to accept, then use “Approve all rows” in the Review status column menu. Only the rows currently shown are approved, and every row the filter hides keeps its review state so you can still review it yourself.Notifications reach you by email when Slack delivery fails
When Realm cannot deliver an RFP briefing or reminder to your Slack, you now receive that notification in your email inbox instead of missing it, as long as your email notification settings allow it.August 29, 2026
Attach files directly to RFP rows
In an RFP questionnaire row’s attach popover you can now upload a file and attach it to the row directly, without first adding it to your knowledge base. This is available to organizations that have turned on Enable attachments in RFP settings.Faithful translation of attached artifacts
Asking Realm in chat to translate an attached artifact now updates it with a translation that preserves the original facts, formatting, and your organization’s terminology, instead of a looser rewrite.Document RFP drafts written from your RFP
Clicking Draft the document on a Document RFP response now drafts against the uploaded RFP itself, so the first draft reflects the buyer’s document rather than the plan alone.August 28, 2026
Download a project as a single zip
Choosing Download all files on a project now produces one zip archive instead of a separate browser download for every file, with filled questionnaires and document responses at the top level, project files under supporting-files, and questionnaire attachments under attachments. A dialog shows the export’s progress and lists anything that could not be included.Search the knowledge base in more languages
Admins can now choose the languages Realm searches the knowledge base in from the Organization settings page. Search queries are automatically translated into each selected language, so content written in those languages is found.Chat on the document editor now uses Embedded Chat
On the document editor page, chat opens in the Embedded Chat panel instead of a Chat tab in the document sidebar. The panel knows which document and version you have open, follows the part of the document in view, and names the document and its source RFP. Drafting from an outline, suggested edits, review comments, and version history work as before.Long chats keep track of uploaded files
In long conversations that Realm has summarized, the assistant now still recognizes files uploaded earlier in the chat and can keep using them, instead of replying that they were never provided.August 27, 2026
One working language for RFP questionnaires
When creating an RFP questionnaire you now pick a single working language, and Realm stores, displays, and answers everything in it. A preview toggle above the grid shows content in the uploaded file’s original language, and clicking a cell while the preview is shown lets you edit the original text directly. Exports can be produced in the working language or the original file language, and the separate Answer language setting is gone.Fill RFP rows in batch from Embedded Chat
On an open RFP, you can ask Realm in Embedded Chat to fill or regenerate chosen rows or a whole section in one batch, optionally with a shared instruction; the rows start filling after you approve a preview card listing them. Each Realm action on the RFP now shows a readable summary card of the affected questions, assignees, review statuses, and comments instead of raw output, and answer edits apply immediately as new versions you can restore from the cell’s version history.Project files appear in workspace search
Files uploaded to a project now show up in workspace search results for everyone who can view that project, instead of being findable only by the person who uploaded them.Respond to document-based RFPs from project setup
The project creation wizard now sorts your uploads into questionnaires to fill, documents to respond to, and supporting files, with controls to move a file between the groups, so you can answer multiple document-based RFPs with drafted response documents directly from project setup.August 26, 2026
Custom roles and permissions
Owners can now open Roles & permissions in organization settings to create custom roles that grant only chosen admin capabilities, such as managing data connections or creating agents and workflows, and assign members to them. Every organization keeps at least one Owner with full access.Tag types for RFPs
Choosing a tag’s type in the tag editor now decides what it does: a knowledge tag narrows an RFP’s answers to knowledge carrying that tag, while an RFP tag such as a customer name or a year only labels the RFP, so an RFP tagged that way is filled from all of your knowledge. Tags created before this change keep working as knowledge tags.RFP imports follow questionnaire instructions
When an uploaded questionnaire states a rule, such as only elaborating in the comments column when the answer is No, Realm now sets that column’s condition automatically so only the rows the questionnaire asks for get filled. The condition is shown in the column’s conditions dialog and can be edited there.Missing SharePoint documents now appear
SharePoint files that were absent from Realm search results and chat answers for everyone, even though people could open them in SharePoint, now reach the users whose SharePoint permissions grant them access.August 25, 2026
Project chat in Embedded Chat
Project chat has moved out of the Chat with Files tab and into Embedded Chat, the panel you open from a project page. It knows which page you are looking at, opens the project’s files as it needs them instead of attaching everything, and keeps a list of that project’s conversations, including read-only views of teammates’ chats. Each conversation has a link you can share, and older project chat links now open the panel.More trustworthy questionnaire answers
Questionnaire answers no longer treat a question’s premise as true when your sources do not support it: Realm answers the equivalent of Not applicable in the answer language, or states that the sources do not establish the premise. Filled cells now cite only the sources that directly back the answer and omit citations for merely topic-related sources. An answer written from your organization context is shown as a high-trust source in the cell’s answer-quality breakdown.Change RFP settings at any time
The RFP header button now reads RFP settings and opens a single dialog where anyone who can manage the RFP changes its answer language, deadline, tags and tag scope, Reviewer column, export-approval requirement, and custom fill instructions after the RFP was created. The deadline is no longer set from the RFP options menu.Questionnaire uploads that used to fail
Questionnaire spreadsheets whose detected sections ran past the last row of a sheet previously stopped processing before the RFP table appeared. They now import successfully, and overlapping sections no longer put the same questions into two sections of the built table.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.SharePoint links from Word, Excel, and PowerPoint now sync
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 withCtrl on Windows and Linux.