Changelog

Changelog

Changelog

Changelog

28 July 2025

Microsoft Teams Chat Integration

Microsoft Teams Chat Integration

Microsoft Teams Chat Integration

Microsoft Teams Chat Integration

  • Connect Microsoft Teams to Pylon to track issues and respond to messages all in one place

Account Management

Improved notebook formatting—AI now supports better spacing, bolding, and structure

Account Management

Improved notebook formatting—AI now supports better spacing, bolding, and structure

Account Management

Improved notebook formatting—AI now supports better spacing, bolding, and structure

Account Management

Improved notebook formatting—AI now supports better spacing, bolding, and structure

AI Agents

Use contact language as a variable in runbooks—tailor AI Agents with instructions based on the user's native language

AI Agents

Use contact language as a variable in runbooks—tailor AI Agents with instructions based on the user's native language

AI Agents

Use contact language as a variable in runbooks—tailor AI Agents with instructions based on the user's native language

AI Agents

Use contact language as a variable in runbooks—tailor AI Agents with instructions based on the user's native language

In-App Chat

Implemented email hash verifier to help validation identity verification

In-App Chat

Implemented email hash verifier to help validation identity verification

In-App Chat

Implemented email hash verifier to help validation identity verification

In-App Chat

Implemented email hash verifier to help validation identity verification

21 July 2025

Agent Modes

Agent Modes

Agent Modes

Agent Modes

  • AI Agents can be enabled in QA mode, where they will post internal notes instead of responding to customer issues, allowing you to review responses

  • QA mode generates issue logs that include which sources the AI Agent used in answering questions

Accounts

Add aggregations on account spreadsheet columns

Accounts

Add aggregations on account spreadsheet columns

Accounts

Add aggregations on account spreadsheet columns

Accounts

Add aggregations on account spreadsheet columns

Issues

Apply ticket settings automatically on sets of accounts

Issues

Apply ticket settings automatically on sets of accounts

Issues

Apply ticket settings automatically on sets of accounts

Issues

Apply ticket settings automatically on sets of accounts

General

SAML SSO login

General

SAML SSO login

General

SAML SSO login

General

SAML SSO login

AI Agent

Filter issue logs by runbook

AI Agent

Filter issue logs by runbook

AI Agent

Filter issue logs by runbook

AI Agent

Filter issue logs by runbook

General

New page navigation breadcrumbs

General

New page navigation breadcrumbs

General

New page navigation breadcrumbs

General

New page navigation breadcrumbs

14 July 2025

Keyboard Shortcuts

Keyboard Shortcuts

Keyboard Shortcuts

Keyboard Shortcuts

  • New palette of keyboard shortcuts accessible across the app, including quick navigation to specific pages or quickly searching for certain objects

AI Agents

Give feedback on AI responses

AI Agents

Give feedback on AI responses

AI Agents

Give feedback on AI responses

AI Agents

Give feedback on AI responses

Apps

Redshift integration for data warehouse sync - connect to sync Pylon issue data into Amazon Redshift

Apps

Redshift integration for data warehouse sync - connect to sync Pylon issue data into Amazon Redshift

Apps

Redshift integration for data warehouse sync - connect to sync Pylon issue data into Amazon Redshift

Apps

Redshift integration for data warehouse sync - connect to sync Pylon issue data into Amazon Redshift

General

Improved UI for knowledge base, customer portal, and ticket forms

General

Improved UI for knowledge base, customer portal, and ticket forms

General

Improved UI for knowledge base, customer portal, and ticket forms

General

Improved UI for knowledge base, customer portal, and ticket forms

Email

Cleaner email rendering when dark mode is enabled

Email

Cleaner email rendering when dark mode is enabled

Email

Cleaner email rendering when dark mode is enabled

Email

Cleaner email rendering when dark mode is enabled

Apps

Admins can see all calendars connected by team

Apps

Admins can see all calendars connected by team

Apps

Admins can see all calendars connected by team

Apps

Admins can see all calendars connected by team

Apps

Account ID is now a syncable field in CRM integrations

Apps

Account ID is now a syncable field in CRM integrations

Apps

Account ID is now a syncable field in CRM integrations

Apps

Account ID is now a syncable field in CRM integrations

Accounts

Account ID is a new selectable column in spreadsheets

Accounts

Account ID is a new selectable column in spreadsheets

Accounts

Account ID is a new selectable column in spreadsheets

Accounts

Account ID is a new selectable column in spreadsheets

07 July 2025

Issues

Reply all and forward options are now available for emails

Issues

Reply all and forward options are now available for emails

Issues

Reply all and forward options are now available for emails

Issues

Reply all and forward options are now available for emails

Custom Fields

Format number fields to display currency, commas, and more

Custom Fields

Format number fields to display currency, commas, and more

Custom Fields

Format number fields to display currency, commas, and more

Custom Fields

Format number fields to display currency, commas, and more

General

New Brand Center as single central place to maintain logos, colors, and typography

General

New Brand Center as single central place to maintain logos, colors, and typography

General

New Brand Center as single central place to maintain logos, colors, and typography

General

New Brand Center as single central place to maintain logos, colors, and typography

General

Settings page UX updated to group different pages into setting groups

General

Settings page UX updated to group different pages into setting groups

General

Settings page UX updated to group different pages into setting groups

General

Settings page UX updated to group different pages into setting groups

Knowledge Base

In-app chat enabled by default in KB for logged-in users

Knowledge Base

In-app chat enabled by default in KB for logged-in users

Knowledge Base

In-app chat enabled by default in KB for logged-in users

Knowledge Base

In-app chat enabled by default in KB for logged-in users

Triggers

Allow clearing out time delay queue in triggers

Triggers

Allow clearing out time delay queue in triggers

Triggers

Allow clearing out time delay queue in triggers

Triggers

Allow clearing out time delay queue in triggers

30 June 2025

Human-guided Runbooks

Human-guided Runbooks

Human-guided Runbooks

Human-guided Runbooks

  • Write runbooks that both humans and AI Agents can execute

  • AI Issue Suggestions will suggest when a runbook is applicable, and a team member can click the runbook to directly execute it

Issues

Duplicate view action

Issues

Duplicate view action

Issues

Duplicate view action

Issues

Duplicate view action

Triggers

Set date or datetime custom fields to the current time in triggers

Triggers

Set date or datetime custom fields to the current time in triggers

Triggers

Set date or datetime custom fields to the current time in triggers

Triggers

Set date or datetime custom fields to the current time in triggers

AI Agents

Bulk issue tester now displays runbook execution status

AI Agents

Bulk issue tester now displays runbook execution status

AI Agents

Bulk issue tester now displays runbook execution status

AI Agents

Bulk issue tester now displays runbook execution status

AI Agents

Learn about actions and variables with the new hint module

AI Agents

Learn about actions and variables with the new hint module

AI Agents

Learn about actions and variables with the new hint module

AI Agents

Learn about actions and variables with the new hint module

23 June 2025

Calendar Integration

Calendar Integration

Calendar Integration

Calendar Integration

  • Team members can connect their Google or Outlook calendars for customer meetings to automatically feed into Pylon

  • Two new default fields: Last Meeting Date and Next Meeting Date that stay updated across all accounts, allowing you to create views for those you haven’t met with, or use the fields in account notebooks

AI Agents

You can now use code as training data and connect GitHub repositories to AI Agents and AI Assistants

AI Agents

You can now use code as training data and connect GitHub repositories to AI Agents and AI Assistants

AI Agents

You can now use code as training data and connect GitHub repositories to AI Agents and AI Assistants

AI Agents

You can now use code as training data and connect GitHub repositories to AI Agents and AI Assistants

AI Agents

New default analytics dashboard for anyone using AI agents for agent funnel metrics

AI Agents

New default analytics dashboard for anyone using AI agents for agent funnel metrics

AI Agents

New default analytics dashboard for anyone using AI agents for agent funnel metrics

AI Agents

New default analytics dashboard for anyone using AI agents for agent funnel metrics

Command Search

New quick action for creating a new issue

Command Search

New quick action for creating a new issue

Command Search

New quick action for creating a new issue

Command Search

New quick action for creating a new issue

Analytics

Graph series now come with intelligent names by default

Analytics

Graph series now come with intelligent names by default

Analytics

Graph series now come with intelligent names by default

Analytics

Graph series now come with intelligent names by default

16 June 2025

AI Agents V2

AI Agents V2

AI Agents V2

AI Agents V2

  • Runbooks

    • Step-based natural language instruction manuals to specify how the Agent should operate in specific scenarios. Includes the ability for the Agent to take actions within Pylon or custom actions via API

  • End-to-end analytics on the agent funnel, including assign rate, response rate, resolution rate, etc.

  • Advanced testing and debugging capabilities including backtesting your AI agent on old issues, stepping through agent execution of a runbook with a debugger, and inspecting agent performance on specific issues with reasoning

  • Granular control of training data, including removing specific pages from a web scrape

Triggers

Improved UX for adding filters

Triggers

Improved UX for adding filters

Triggers

Improved UX for adding filters

Triggers

Improved UX for adding filters

Command Search

Sort button

Command Search

Sort button

Command Search

Sort button

Command Search

Sort button

Issues

Auto-focus on URL field when adding links

Issues

Auto-focus on URL field when adding links

Issues

Auto-focus on URL field when adding links

Issues

Auto-focus on URL field when adding links

Apps

New "Add Follower" and "Get Users" Zapier actions

Apps

New "Add Follower" and "Get Users" Zapier actions

Apps

New "Add Follower" and "Get Users" Zapier actions

Apps

New "Add Follower" and "Get Users" Zapier actions

API

New string contains operator in the Contacts API for more flexible contact search

API

New string contains operator in the Contacts API for more flexible contact search

API

New string contains operator in the Contacts API for more flexible contact search

API

New string contains operator in the Contacts API for more flexible contact search

API

Allow searching for contacts via account_id

API

Allow searching for contacts via account_id

API

Allow searching for contacts via account_id

API

Allow searching for contacts via account_id

09 June 2025

Multi-Step Triggers

Multi-Step Triggers

Multi-Step Triggers

Multi-Step Triggers

Triggers now feature a powerful canvas - style builder and allow you to:

  • Branch logic using “If” and “Else if”

  • Add multiple kickoff conditions

  • Stack time delays

  • Title different branches

  • Disable specific conditions

  • Use AI filters to intelligently route issues

Learn more about how to use triggers here.

Get a synthesized answer with a citation as the top result when searching questions in the knowledge base.

Account Management

Drag columns to reorder

Account Management

Drag columns to reorder

Account Management

Drag columns to reorder

Account Management

Drag columns to reorder

Custom Fields

Set colors for select and multi-select options

Custom Fields

Set colors for select and multi-select options

Custom Fields

Set colors for select and multi-select options

Custom Fields

Set colors for select and multi-select options

CRM

Allow select and multi-select fields to sync from Pylon into your CRM

CRM

Allow select and multi-select fields to sync from Pylon into your CRM

CRM

Allow select and multi-select fields to sync from Pylon into your CRM

CRM

Allow select and multi-select fields to sync from Pylon into your CRM

02 June 2025

Customizable Sidebars

Customizable Sidebars

Customizable Sidebars

Customizable Sidebars

Change the ordering and visibility of fields and modules on the issue and account sidebar. Learn more here.

Account Management

New UX for adding new fields as columns

Account Management

New UX for adding new fields as columns

Account Management

New UX for adding new fields as columns

Account Management

New UX for adding new fields as columns

Customer Portal

Ticket forms now allow video uploads

Customer Portal

Ticket forms now allow video uploads

Customer Portal

Ticket forms now allow video uploads

Customer Portal

Ticket forms now allow video uploads

Integrations

Pylon attachment in Linear now shows ticket number

Integrations

Pylon attachment in Linear now shows ticket number

Integrations

Pylon attachment in Linear now shows ticket number

Integrations

Pylon attachment in Linear now shows ticket number

Triggers

Email notification trigger allows adding issue requester as recipient

Triggers

Email notification trigger allows adding issue requester as recipient

Triggers

Email notification trigger allows adding issue requester as recipient

Triggers

Email notification trigger allows adding issue requester as recipient

26 May 2025

Global Support Hours

Global Support Hours

Global Support Hours

Global Support Hours

Create support hour schedules with default or custom holiday settings and assign them to specific customers

Issues

New UX for merging issues

Issues

New UX for merging issues

Issues

New UX for merging issues

Issues

New UX for merging issues

Ask AI

Filters for setting context

Ask AI

Filters for setting context

Ask AI

Filters for setting context

Ask AI

Filters for setting context

Specify more precisely what your Ask AI query should search over

Issues

Warning when saving shared views

Issues

Warning when saving shared views

Issues

Warning when saving shared views

Issues

Warning when saving shared views

Issues

CSV export now contains links to linked external issues (Jira, Linear, etc)

Issues

CSV export now contains links to linked external issues (Jira, Linear, etc)

Issues

CSV export now contains links to linked external issues (Jira, Linear, etc)

Issues

CSV export now contains links to linked external issues (Jira, Linear, etc)

19 May 2025

AI Issue Suggestions

AI Issue Suggestions

AI Issue Suggestions

AI Issue Suggestions

See recommendations above the message editor for similar issues or documentation that may help you solve the current issue.

AI Agent

Thinking state in chat widget while AI is answering

AI Agent

Thinking state in chat widget while AI is answering

AI Agent

Thinking state in chat widget while AI is answering

AI Agent

Thinking state in chat widget while AI is answering

Issues

Create issues without needing to link them to an account

Issues

Create issues without needing to link them to an account

Issues

Create issues without needing to link them to an account

Issues

Create issues without needing to link them to an account

Issues

Create internal threads for issue groups

Issues

Create internal threads for issue groups

Issues

Create internal threads for issue groups

Issues

Create internal threads for issue groups

Analytics

Drilldowns on single stat chart types

Analytics

Drilldowns on single stat chart types

Analytics

Drilldowns on single stat chart types

Analytics

Drilldowns on single stat chart types

Analytics

Sort graph by formula field

Analytics

Sort graph by formula field

Analytics

Sort graph by formula field

Analytics

Sort graph by formula field

Analytics

Easily move graphs between dashboards

Analytics

Easily move graphs between dashboards

Analytics

Easily move graphs between dashboards

Analytics

Easily move graphs between dashboards

Analytics

Duplicate action for default dashboard

Analytics

Duplicate action for default dashboard

Analytics

Duplicate action for default dashboard

Analytics

Duplicate action for default dashboard

API

Surface multilingual metadata in knowledge base APIs

API

Surface multilingual metadata in knowledge base APIs

API

Surface multilingual metadata in knowledge base APIs

API

Surface multilingual metadata in knowledge base APIs

API

Add or retrieve issue followers through the API

API

Add or retrieve issue followers through the API

API

Add or retrieve issue followers through the API

API

Add or retrieve issue followers through the API

12 May 2025

Issue Groups

Issue Groups

Issue Groups

Issue Groups

Introducing parent-child relationships between issues and a new interface to manage parent issues. Learn more here

Issues

New UX for the Linear, Jira, GitHub, and Asana module

Issues

New UX for the Linear, Jira, GitHub, and Asana module

Issues

New UX for the Linear, Jira, GitHub, and Asana module

Issues

New UX for the Linear, Jira, GitHub, and Asana module

Analytics

Export charts to CSV

Analytics

Export charts to CSV

Analytics

Export charts to CSV

Analytics

Export charts to CSV

Analytics

Greatly improved load times of dashboards

Analytics

Greatly improved load times of dashboards

Analytics

Greatly improved load times of dashboards

Analytics

Greatly improved load times of dashboards

Account Management

New account fields available as template variables in AI blocks (Account Notebooks)

Account Management

New account fields available as template variables in AI blocks (Account Notebooks)

Account Management

New account fields available as template variables in AI blocks (Account Notebooks)

Account Management

New account fields available as template variables in AI blocks (Account Notebooks)

API

Added number of touches metric in issues API response

API

Added number of touches metric in issues API response

API

Added number of touches metric in issues API response

API

Added number of touches metric in issues API response

API

Allow searching issues by contact follower

API

Allow searching issues by contact follower

API

Allow searching issues by contact follower

API

Allow searching issues by contact follower

API

Create multilingual articles using knowledge base APIs

API

Create multilingual articles using knowledge base APIs

API

Create multilingual articles using knowledge base APIs

API

Create multilingual articles using knowledge base APIs

05 May 2025

Multilingual Knowledge Base

Multilingual Knowledge Base

Multilingual Knowledge Base

Multilingual Knowledge Base

Knowledge Base

Replace the default "How can we help?" header with any phrase

Knowledge Base

Replace the default "How can we help?" header with any phrase

Knowledge Base

Replace the default "How can we help?" header with any phrase

Knowledge Base

Replace the default "How can we help?" header with any phrase

Analytics

Save filters on default dashboards

Analytics

Save filters on default dashboards

Analytics

Save filters on default dashboards

Analytics

Save filters on default dashboards

Analytics

Default lookback for charts is now 120 days

Analytics

Default lookback for charts is now 120 days

Analytics

Default lookback for charts is now 120 days

Analytics

Default lookback for charts is now 120 days

Contacts

New default field for Language

Contacts

New default field for Language

Contacts

New default field for Language

Contacts

New default field for Language

Notifications

Internal note notifications now default the editor to internal note

Notifications

Internal note notifications now default the editor to internal note

Notifications

Internal note notifications now default the editor to internal note

Notifications

Internal note notifications now default the editor to internal note

API

CRM details available in API

API

CRM details available in API

API

CRM details available in API

API

CRM details available in API

API

Article visibility surfaced in API

API

Article visibility surfaced in API

API

Article visibility surfaced in API

API

Article visibility surfaced in API

28 April 2025

Custom Activity Types

Custom Activity Types

Custom Activity Types

Custom Activity Types

Learn more here

  • Create custom account activity types like "New Champion Detected"

  • Write activities to accounts directly via the API from other tools or your product

Analytics

Create charts using AI

Analytics

Create charts using AI

Analytics

Create charts using AI

Analytics

Create charts using AI

API

Create, update, and delete account highlights via API

API

Create, update, and delete account highlights via API

API

Create, update, and delete account highlights via API

API

Create, update, and delete account highlights via API

API

Move contacts between accounts via API

API

Move contacts between accounts via API

API

Move contacts between accounts via API

API

Move contacts between accounts via API

Issues

Recent calls show inline within the issue

Issues

Recent calls show inline within the issue

Issues

Recent calls show inline within the issue

Issues

Recent calls show inline within the issue

Issues

AI titles can now be edited

Issues

AI titles can now be edited

Issues

AI titles can now be edited

Issues

AI titles can now be edited

AI Agents

AI Agents now available in Discord

AI Agents

AI Agents now available in Discord

AI Agents

AI Agents now available in Discord

AI Agents

AI Agents now available in Discord

Webhooks

Variables can be templated into webhook paths

Webhooks

Variables can be templated into webhook paths

Webhooks

Variables can be templated into webhook paths

Webhooks

Variables can be templated into webhook paths

Webhooks

Allow marking webhook headers as secret for secure storage

Webhooks

Allow marking webhook headers as secret for secure storage

Webhooks

Allow marking webhook headers as secret for secure storage

Webhooks

Allow marking webhook headers as secret for secure storage

Webhooks

New fields for issue.created_at and issue.resolution_time

Webhooks

New fields for issue.created_at and issue.resolution_time

Webhooks

New fields for issue.created_at and issue.resolution_time

Webhooks

New fields for issue.created_at and issue.resolution_time

Accounts

External ID values visible in account sidebar

Accounts

External ID values visible in account sidebar

Accounts

External ID values visible in account sidebar

Accounts

External ID values visible in account sidebar

21 April 2025

Account Highlights In Proactive Issues

Account Highlights In Proactive Issues

Account Highlights In Proactive Issues

Account Highlights In Proactive Issues

Ask AI

Objects can be @ mentioned to guide query

Ask AI

Objects can be @ mentioned to guide query

Ask AI

Objects can be @ mentioned to guide query

Ask AI

Objects can be @ mentioned to guide query

Issues

Edit view titles and icons inline

Issues

Edit view titles and icons inline

Issues

Edit view titles and icons inline

Issues

Edit view titles and icons inline

Issues

Customer portal URL and title now available in issues CSV export

Issues

Customer portal URL and title now available in issues CSV export

Issues

Customer portal URL and title now available in issues CSV export

Issues

Customer portal URL and title now available in issues CSV export

Accounts

Account notebooks can be reordered

Accounts

Account notebooks can be reordered

Accounts

Account notebooks can be reordered

Accounts

Account notebooks can be reordered

Accounts

Set expiration dates on account highlights

Accounts

Set expiration dates on account highlights

Accounts

Set expiration dates on account highlights

Accounts

Set expiration dates on account highlights

Accounts

New default column for account creation date

Accounts

New default column for account creation date

Accounts

New default column for account creation date

Accounts

New default column for account creation date

Accounts

Spreadsheet view now searchable by domain

Accounts

Spreadsheet view now searchable by domain

Accounts

Spreadsheet view now searchable by domain

Accounts

Spreadsheet view now searchable by domain

Accounts

External IDs now appear in the account notebook sidebar

Accounts

External IDs now appear in the account notebook sidebar

Accounts

External IDs now appear in the account notebook sidebar

Accounts

External IDs now appear in the account notebook sidebar

Contacts

New contacts page in settings to view all contacts

Contacts

New contacts page in settings to view all contacts

Contacts

New contacts page in settings to view all contacts

Contacts

New contacts page in settings to view all contacts

Analytics

Analytics dashboards can be reordered

Analytics

Analytics dashboards can be reordered

Analytics

Analytics dashboards can be reordered

Analytics

Analytics dashboards can be reordered

Apps

Support for sync of long text account fields from CRM

Apps

Support for sync of long text account fields from CRM

Apps

Support for sync of long text account fields from CRM

Apps

Support for sync of long text account fields from CRM

Knowledge Base

Download as PDF option

Knowledge Base

Download as PDF option

Knowledge Base

Download as PDF option

Knowledge Base

Download as PDF option

14 April 2025

Analytics Formulas

Analytics Formulas

Analytics Formulas

Analytics Formulas

Issues

Bulk reply to a group of issues

Issues

Bulk reply to a group of issues

Issues

Bulk reply to a group of issues

Issues

Bulk reply to a group of issues

Accounts

Multiple channels per account

Accounts

Multiple channels per account

Accounts

Multiple channels per account

Accounts

Multiple channels per account

  • Route issues from multiple channels into the same account in Pylon

  • Manage each channel’s settings separately

Account Management

Use template variables into AI prompts

Account Management

Use template variables into AI prompts

Account Management

Use template variables into AI prompts

Account Management

Use template variables into AI prompts

Account Management

Account owner filter can be set as current_user

Account Management

Account owner filter can be set as current_user

Account Management

Account owner filter can be set as current_user

Account Management

Account owner filter can be set as current_user

Analytics

Filter analytics by Product Issue

Analytics

Filter analytics by Product Issue

Analytics

Filter analytics by Product Issue

Analytics

Filter analytics by Product Issue

AI Agents

Limit knowledge base articles to be visible only to the AI agent

AI Agents

Limit knowledge base articles to be visible only to the AI agent

AI Agents

Limit knowledge base articles to be visible only to the AI agent

AI Agents

Limit knowledge base articles to be visible only to the AI agent

Issues

New issue channel filter

Issues

New issue channel filter

Issues

New issue channel filter

Issues

New issue channel filter

Issues

Support for blockquotes

Issues

Support for blockquotes

Issues

Support for blockquotes

Issues

Support for blockquotes

Users

Microsoft login is now supported

Users

Microsoft login is now supported

Users

Microsoft login is now supported

Users

Microsoft login is now supported

Users

See team membership on the users page

Users

See team membership on the users page

Users

See team membership on the users page

Users

See team membership on the users page

Triggers

New trigger kickoff condition based on whether a message is an internal note

Triggers

New trigger kickoff condition based on whether a message is an internal note

Triggers

New trigger kickoff condition based on whether a message is an internal note

Triggers

New trigger kickoff condition based on whether a message is an internal note

Custom App

New templated iFrame URL for account.crm_account_id

Custom App

New templated iFrame URL for account.crm_account_id

Custom App

New templated iFrame URL for account.crm_account_id

Custom App

New templated iFrame URL for account.crm_account_id

API

New message redaction API endpoint

API

New message redaction API endpoint

API

New message redaction API endpoint

API

New message redaction API endpoint

07 April 2025

Account Management

Account Management

Account Management

Account Management

We’re launching Account Management: One place to see, manage, and share customer context—so you can support customers proactively, not just reactively.

  • Plug in data from customer calls in addition to async communication from email, in-app chat, Slack, Microsoft Teams, Discord, etc. and CRM data that Pylon already has access to

  • Use notebooks to iterate on blocks of information you want AI to surface for different use cases, or add blocks like analytics graphs, engineering issues, or other custom data

  • Ask questions about accounts to pull up information you need—right when you need it

  • Pass context across customer success, sales, and support so everyone is on the same page when working with customers

  • View the most recent activity like champions leaving/joining, recent calls, and custom events

31 March 2025

Generate Charts From Analytical Questions

Generate Charts From Analytical Questions

Generate Charts From Analytical Questions

Generate Charts From Analytical Questions

Knowledge Base

New feedback notifications UX, now with email alerts

Knowledge Base

New feedback notifications UX, now with email alerts

Knowledge Base

New feedback notifications UX, now with email alerts

Knowledge Base

New feedback notifications UX, now with email alerts

Knowledge Base

Articles code blocks support HTML

Knowledge Base

Articles code blocks support HTML

Knowledge Base

Articles code blocks support HTML

Knowledge Base

Articles code blocks support HTML

Issues

Cleaner message editor with collapsed formatting options

Issues

Cleaner message editor with collapsed formatting options

Issues

Cleaner message editor with collapsed formatting options

Issues

Cleaner message editor with collapsed formatting options

API

The page URL the user was on is now available in the Issues API for chat issues

API

The page URL the user was on is now available in the Issues API for chat issues

API

The page URL the user was on is now available in the Issues API for chat issues

API

The page URL the user was on is now available in the Issues API for chat issues

Triggers

New template variable for issue.last_message.author.name

Triggers

New template variable for issue.last_message.author.name

Triggers

New template variable for issue.last_message.author.name

Triggers

New template variable for issue.last_message.author.name

24 March 2025

Redesigned In-App Chat

Redesigned In-App Chat

Redesigned In-App Chat

Redesigned In-App Chat

  • New and greatly polished chat experience for your users

  • Improved chat configuration experience

Analytics

Message-level analytics is now available

Analytics

Message-level analytics is now available

Analytics

Message-level analytics is now available

Analytics

Message-level analytics is now available

Issues

Improved attachment rendering

Issues

Improved attachment rendering

Issues

Improved attachment rendering

Issues

Improved attachment rendering

Issues

Download all attachments

Issues

Download all attachments

Issues

Download all attachments

Issues

Download all attachments

Command Search

Faster load times for search results

Command Search

Faster load times for search results

Command Search

Faster load times for search results

Command Search

Faster load times for search results

Tags

Ability to bulk delete tags

Tags

Ability to bulk delete tags

Tags

Ability to bulk delete tags

Tags

Ability to bulk delete tags

Triggers

New templated variable available—account.domains

Triggers

New templated variable available—account.domains

Triggers

New templated variable available—account.domains

Triggers

New templated variable available—account.domains

17 March 2025

Discord Integration

Discord Integration

Discord Integration

Discord Integration

View, respond to, and track customer requests from Discord—learn more here

Apps

Improved incident.io integration now uses incident numbers

Apps

Improved incident.io integration now uses incident numbers

Apps

Improved incident.io integration now uses incident numbers

Apps

Improved incident.io integration now uses incident numbers

API

New API to snooze issues

API

New API to snooze issues

API

New API to snooze issues

API

New API to snooze issues

API

New APIs to delete accounts and contacts

API

New APIs to delete accounts and contacts

API

New APIs to delete accounts and contacts

API

New APIs to delete accounts and contacts

Issues

Custom statuses can now be reordered

Issues

Custom statuses can now be reordered

Issues

Custom statuses can now be reordered

Issues

Custom statuses can now be reordered

Issue Copilot

Agents can now read and interpret images in conversations

Issue Copilot

Agents can now read and interpret images in conversations

Issue Copilot

Agents can now read and interpret images in conversations

Issue Copilot

Agents can now read and interpret images in conversations

Customer Portal

Differentiate between status categories

Customer Portal

Differentiate between status categories

Customer Portal

Differentiate between status categories

Customer Portal

Differentiate between status categories

  • Customers can easily see which tickets need their action and which are waiting on you

Ticket Form

Subject and description fields are now optional

Ticket Form

Subject and description fields are now optional

Ticket Form

Subject and description fields are now optional

Ticket Form

Subject and description fields are now optional

  • Build forms that just have field values—no free text required from the user

Knowledge Base

Choose which custom data is available as part of federated search within your KB

Knowledge Base

Choose which custom data is available as part of federated search within your KB

Knowledge Base

Choose which custom data is available as part of federated search within your KB

Knowledge Base

Choose which custom data is available as part of federated search within your KB

Webhooks

Attachment URLs are available as a field

Webhooks

Attachment URLs are available as a field

Webhooks

Attachment URLs are available as a field

Webhooks

Attachment URLs are available as a field

10 March 2025

Auto-translation

Auto-translation

Auto-translation

Auto-translation

  • Automatically translate incoming customer messages into your native language

  • Write replies in your native language, and they'll be sent to your customer in theirs

Apps

CRM Sync Revamp

Apps

CRM Sync Revamp

Apps

CRM Sync Revamp

Apps

CRM Sync Revamp

  • Sync account-level fields from Pylon into your CRM

  • Enjoy an improved UX for mapping accounts and syncing fields!

Issues

Customize AI copilot’s Tone

Issues

Customize AI copilot’s Tone

Issues

Customize AI copilot’s Tone

Issues

Customize AI copilot’s Tone

Teams

Assignment and UI Revamp

Teams

Assignment and UI Revamp

Teams

Assignment and UI Revamp

Teams

Assignment and UI Revamp

  • See your teams and their assignment policies in one place

Accounts

New default fields

Accounts

New default fields

Accounts

New default fields

Accounts

New default fields

  • New fields for Last Customer Activity, Last Broadcast Sent, Number of Issues(90d) and Customers in Channel

  • Create account views in Pylon to identify:

    • Unengaged customers

    • Customers with low issue volume

    • Customers with empty channels

Custom Fields

New next operator for filtering date-based custom fields

Custom Fields

New next operator for filtering date-based custom fields

Custom Fields

New next operator for filtering date-based custom fields

Custom Fields

New next operator for filtering date-based custom fields

Apps

Jira integration now includes an issue type picker when creating tickets from Pylon

Apps

Jira integration now includes an issue type picker when creating tickets from Pylon

Apps

Jira integration now includes an issue type picker when creating tickets from Pylon

Apps

Jira integration now includes an issue type picker when creating tickets from Pylon

AI Agents

Agents can now read and interpret images in conversations

AI Agents

Agents can now read and interpret images in conversations

AI Agents

Agents can now read and interpret images in conversations

AI Agents

Agents can now read and interpret images in conversations

Email

Images are now supported in email signatures

Email

Images are now supported in email signatures

Email

Images are now supported in email signatures

Email

Images are now supported in email signatures

Issues

Export issues to PDF

Issues

Export issues to PDF

Issues

Export issues to PDF

Issues

Export issues to PDF

Issues

View the original raw email for email issues

Issues

View the original raw email for email issues

Issues

View the original raw email for email issues

Issues

View the original raw email for email issues

Issues

Snoozed issues now have a visual indicator on the card level

Issues

Snoozed issues now have a visual indicator on the card level

Issues

Snoozed issues now have a visual indicator on the card level

Issues

Snoozed issues now have a visual indicator on the card level

Triggers

Use "from email" as a filter condition in triggers

Triggers

Use "from email" as a filter condition in triggers

Triggers

Use "from email" as a filter condition in triggers

Triggers

Use "from email" as a filter condition in triggers

Macros

New template variables for actor (the user executing the macro)

Macros

New template variables for actor (the user executing the macro)

Macros

New template variables for actor (the user executing the macro)

Macros

New template variables for actor (the user executing the macro)

Macros

Macro visibility can now be customized on a more granular level

Macros

Macro visibility can now be customized on a more granular level

Macros

Macro visibility can now be customized on a more granular level

Macros

Macro visibility can now be customized on a more granular level

Analytics

Added support for tracking time in custom status metric

Analytics

Added support for tracking time in custom status metric

Analytics

Added support for tracking time in custom status metric

Analytics

Added support for tracking time in custom status metric

Users

Set user roles in bulk from user management space

Users

Set user roles in bulk from user management space

Users

Set user roles in bulk from user management space

Users

Set user roles in bulk from user management space

03 March 2025

Analytics Revamped

Analytics Revamped

Analytics Revamped

Analytics Revamped

Total end-to-end revamp of analytics featuring significantly improve UX and functionality.

  • Huge improvements to UX and ease of chart building

  • Custom dashboards and charts with resizing, drag & drop, and more

  • Complete set of filters on the dashboard and chart level

  • Preview chart data in tables below the chart

  • Fullscreen, print, and share charts and dashboards

  • Drilldowns to click into graphs and see individual data points

Proactive Chat Issues

Proactive Chat Issues

Proactive Chat Issues

Proactive Chat Issues

  • Open up proactive issues with specific users in your app to notify them or offer help

  • Available via creating a new issue in the Pylon dashboard or via API!

Ask AI

Now available as a Copilot within the issue sidebar

Ask AI

Now available as a Copilot within the issue sidebar

Ask AI

Now available as a Copilot within the issue sidebar

Ask AI

Now available as a Copilot within the issue sidebar

Ticket Forms

Conditional visibility of ticket form fields

Ticket Forms

Conditional visibility of ticket form fields

Ticket Forms

Conditional visibility of ticket form fields

Ticket Forms

Conditional visibility of ticket form fields

Issues

Autocomplete email addresses based on past recipients of email issues

Issues

Autocomplete email addresses based on past recipients of email issues

Issues

Autocomplete email addresses based on past recipients of email issues

Issues

Autocomplete email addresses based on past recipients of email issues

Issues

New selectable column in list view for associated engineering tickets

Issues

New selectable column in list view for associated engineering tickets

Issues

New selectable column in list view for associated engineering tickets

Issues

New selectable column in list view for associated engineering tickets

Issues

List view columns are now easily reorderable

Issues

List view columns are now easily reorderable

Issues

List view columns are now easily reorderable

Issues

List view columns are now easily reorderable

Issues

Customizable card previews

Issues

Customizable card previews

Issues

Customizable card previews

Issues

Customizable card previews

Macros

Set subject lines, titles, and recipients directly in macro

Macros

Set subject lines, titles, and recipients directly in macro

Macros

Set subject lines, titles, and recipients directly in macro

Macros

Set subject lines, titles, and recipients directly in macro

Customer Portal

Allows customers to view custom fields without editing access

Customer Portal

Allows customers to view custom fields without editing access

Customer Portal

Allows customers to view custom fields without editing access

Customer Portal

Allows customers to view custom fields without editing access

27 January 2025

Internal Threads

Create internal email threads

Internal Threads

Create internal email threads

Internal Threads

Create internal email threads

Internal Threads

Create internal email threads

Ask AI

Query responses are now streamed - so expect much faster performance!

Ask AI

Query responses are now streamed - so expect much faster performance!

Ask AI

Query responses are now streamed - so expect much faster performance!

Ask AI

Query responses are now streamed - so expect much faster performance!

Issues

New action to snooze issues in bulk

Issues

New action to snooze issues in bulk

Issues

New action to snooze issues in bulk

Issues

New action to snooze issues in bulk

Issues

New action to follow issues in bulk

Issues

New action to follow issues in bulk

Issues

New action to follow issues in bulk

Issues

New action to follow issues in bulk

Issues

Set the initial status when creating an issue manually—instead of defaulting to "New"

Issues

Set the initial status when creating an issue manually—instead of defaulting to "New"

Issues

Set the initial status when creating an issue manually—instead of defaulting to "New"

Issues

Set the initial status when creating an issue manually—instead of defaulting to "New"

Triggers

New trigger action: Add a reaction to an issue

Triggers

New trigger action: Add a reaction to an issue

Triggers

New trigger action: Add a reaction to an issue

Triggers

New trigger action: Add a reaction to an issue

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