Release Notes

Key Updates 

• Jeeves GPT (Beta) – Introducing an AI-powered chat experience that answers learner questions using your organization’s own training content. The chat surfaces relevant tip sheets and videos directly within the conversation for quick reference. Available as a Beta release for trainers and admins, with ongoing improvements based on feedback.
• Documents as Assets – Authors can now create, upload, and edit documents directly within Jeeves using a built-in editor. Updates are applied instantly without switching tools or re-uploading files, simplifying document creation and management.
• Tip Sheet Template Creator – A new way to build reusable tip sheet templates with zero design effort, enabling faster and more consistent content creation across teams.
• New Analytics Dashboard – A redesigned analytics experience with modern visualizations, custom cohort filters, and downloadable reports, providing insights across assets, users, sessions, assignments, and search.

Enhancements 

• Learners now have quick access to Shared items and Bookmarks directly from the Homepage, improving content visibility and discovery.
• AI automatically suggests annotations within interactive learning assets to create richer, more engaging learning experiences.
• Training teams can define default playback speeds during video creation, while learners can adjust speed during playback based on their preferences.
• Apply visual emphasis to important steps within videos using Spotlight, helping learners quickly identify critical actions.
• Noise Cancellation can now be applied as a video-level setting, ensuring consistently clear audio across recordings.
• Add subtle background music to videos to enhance the overall viewing experience.
• Settings are now organized under clearer categories with a more structured layout for easier navigation and management.
• Administrators can view a complete history of settings changes, including what was updated, when it occurred, and who made the change.
• A more intuitive interface for reviewing and refining content categorization, with clearer controls for managing entity mappings.
• Automated summary emails called digests (can be daily and weekly) highlight new content, assignments, completions, and key activities to keep training teams informed.

Key Updates 

• Spaces for Segmented Content Management – Introducing Spaces, a new way to organize and control access to content. Each Space can have its own homepage, configurations, authors, and analytics—ideal for maintaining distinct areas such as “Epic Training” and “Workday Training.”
• Embeddable Content Viewer – Jeeves content can now be embedded directly into external portals or LMS platforms, allowing learners to access materials seamlessly without switching systems. 
• Native Recorder – A new Windows-based recording tool enables smoother capture, can help with AI-powered tip sheet annotations, and smart zoom recommendations for improved video creation workflows.
• AI-Powered Step-to-Video Mapping – Jeeves now automatically maps individual tip sheet steps to corresponding video segments, creating unified, blended learning experiences.
• AI-Generated Quizzes – Each assignment section can now include manually created or AI-generated quizzes based on the content to reinforce learner understanding and retention.
• New Analytics Dashboard – The updated dashboard offers cohort-level filters, modern visualizations, and exportable reports. Insights are now available across assets, users, sessions, assignments, and search activity.

Enhancements 

• Learners can now filter content by learning format (videos, tip sheets, etc.) for faster discovery.
• Content counts are now displayed in browse categories and libraries for clearer navigation.
• Enhanced search improves accuracy by adding weightage to titles, semantic matching, and system-generated keywords.
• Intro templates allow authors to add branded visuals to videos. Teams can also submit branded template details for environment-level configuration.
• Text templates standardize and accelerate content authoring with reusable styles.
• Revoke assignments to reassign completed ones when new content is added.
• Assignment completion emails automatically notify learners upon successful completion, with customizable templates.
• Save batch as user list to create reusable cohorts for future assignments.
• General UI refinements, performance improvements, and analytics reliability upgrades.

Key Updates 

• Pinned Content on Homepage – Training teams can now highlight specific published content directly on the learner homepage and resource section using the new “Pinned Content” area. This provides better control over what learners see first and ensures priority content gets maximum visibility.

Enhancements 

• Enhanced video editing tools now allow authors to zoom into key video segments and blur specific areas to hide sensitive information or reduce distractions.
• A revamped share widget makes content distribution faster—select one or more assets, choose recipients, and deliver via email and in-app notifications directly from Jeeves.
• New content visibility settings give authors more control by defining whether assets are discoverable, browsable, or targeted (e.g., courses that only appear when assigned or shared).
• The Learner Bookmarked section has been upgraded to a unified “Resources” hub, bringing Bookmarked, Pinned, and Shared content together in one place for easier access.
• Coverage insights are now available for each asset, helping authors track reach based on associated categories and make better-informed content decisions.
• Additional performance improvements, UI optimizations, and foundational upgrades to support future functionality.

Key Updates 

• Flexible, Reusable Assignments – Assignments can now be reused for recurring needs like onboarding and compliance. Published assignments can now be edited anytime to add, replace, or remove assets. Assign to different sets of learners in batches, each with its own due date, and reassign based on completion status. You can also add or remove users from existing batches as needed.
• Smarter Asset Management – Managing unpublished assets is now more structured and collaborative. Authors can classify assets using customizable authoring stages such as Draft, Under Review, or organization-defined labels. Reviewers can be assigned directly from the Asset Management screen. Real-time processing status is now visible without manual refresh, and each asset includes a detailed activity log for improved tracking.
• Discoverable and Trackable Courses – Courses can now be searched and shared more easily. You can also monitor engagement and completion through analytics.

Enhancements 

• Create user lists using rule-based criteria, no manual member management required. Lists automatically update based on defined rules; simply refresh to view the latest members.
• Organization-level setting added to require expiration dates for assets. When enabled, assets nearing expiry will be tagged as “Expiring Soon” in the Published Assets view to support proactive updates.
• Related asset suggestions shown beneath learner-facing asset previews can now be toggled at the org level, allowing greater control over content recommendations.
• New assignment settings allow admins to restrict video fast-forwarding and set a minimum watch percentage for completion.
• Updated asset preview layout with a cleaner, distraction-free design.

Key Updates 

• Automated Screenshots for Tip Sheets - Jeeves' AI captures screenshots automatically when converting videos into tip sheets, minimizing manual effort. Tip sheets can also be created directly from "Assets" without entering the authoring flow.
• AI Filler Word Removal - Eliminate "uhs" and "ums" from your audio. Jeeves' AI intelligently detects and helps you remove filler words for cleaner, more professional recordings.
• Enhanced Image Editor - Experience faster editing with AI annotation suggestions, along with manual options to crop, redact, and add shapes, text, arrows, emojis, draw and even create a path.

Bug Fixes 

• Improved state handling for asset uploads and added retry logic for upload failures.
• Fixed timeline scrolling issues to enhance navigation and usability.
• Resolved an issue where the analytics date range was not updating correctly.
• Corrected a bug where document titles were not updating across asset-related screens including Asset, Draft, and Archived.
• Ensured visibility for previously missing unmapped categories.
• Fixed transcription failures for files with muted audio.
• Addressed hallucination issues in chatbot-generated responses.
• Improved error handling in thumbnail generation and event processing workflows.
• Fixed a rendering issue where the footer disclaimer appeared as plain text.
• Ensured correct mapping for categories and improved handling of unmapped entity details.
• Applied additional minor bug fixes and stability enhancements.

Enhancements 

• Assign users to predefined roles (Admin, Learner, Author, Publisher) for automatic access to the right Jeeves capabilities.
• Admins can now set a default AI voice or keep the original voice for consistent video creation, with creators able to override it. Existing videos remain unchanged.
• Processing speeds improved significantly.
• Trainers can choose to hide captions in video previews to prevent conflicts with built-in captions.
• Learners can enable or disable interactive annotations within the player.
• Assets can only be archived; the delete option has been removed.
• Edit metadata directly from the "Actions" field in Assets for quicker updates.
• "Static Lists" are now called "User Lists" with advanced filtering options.
• User settings for the transcript widget and captions are now saved for a better experience.

For a detailed walkthrough of what's new, check out our blog. 

Key Updates 

• Multi-Asset Upload – Upload multiple assets simultaneously for improved efficiency.
• Bulk Metadata Update – Update metadata across multiple assets in one action.
• Redesigned Library & Category Mapping Screens – Improved usability and streamlined category mapping workflows.

Bug Fixes 

• Resolved issues with feedback, form validation, knowledge checks, and table customization.
• Fixed annotation/callout positioning and in-app notification behavior.
• Addressed timeline inconsistencies and mobile navigation issues.
• Fixed transcript issues with asset preview and ensured player consistency in standalone launch.
• Resolved incorrect thumbnail display and recording countdown issues.
• Corrected notification subscription model handling for multiple event types.
• Fixed activity result size limit errors in the Bulk Metadata Update Workflow.
• Fixed missing attachments in emails.

Enhancements 

• Enhanced system status page and optimized Event Processing Workflow for handling large activity responses.
• Migrated key libraries from synchronous to asynchronous alternatives.

Bug Fixes 

• Fixed an issue where accessing the notification preference settings screen resulted in a 404 error.
• Corrected an issue where links for completed assignments incorrectly redirected users to the pending stage on the “My Assignments” page.

Enhancements 

• Improved the camera and microphone permission flow to prompt users to grant access if not already enabled.

Key Updates 

• Saved Filters in Assets Table – Users can now save their preferred filters in the Assets Table for a more personalized experience.

Bug Fixes 

• Fixed an issue where dates displayed were inconsistent with the settings for viewing and downloading content.
• Resolved an issue where learning format filters in the Assets Table were not functioning correctly.
• Adjusted the alignment of the "Apply" and "Reset" buttons in the filter popover.
• Corrected an issue where the footer was incorrectly displayed from the settings.
• Modified the Recording Controller’s position to ensure proper placement.

Enhancements 

• Enhanced audio quality for recordings.
• Improved card borders and introduced a scrollable layout for better usability.

Bug Fixes

• Resolved an issue where the recorder’s default name reverted to the stream ID after exiting the funnel.
• Ensured the back button in "My Assignments" functions correctly.
• Improved accuracy and reliability of assignment progress tracking.
• Restricted interactive elements within a recording to play only once.
• Addressed issues with the camera icon display, default active window behavior, webcam full-screen restrictions, and video permission messaging.

Bug Fixes 

• Resolved issues with recommendations not showing up in the Epic Launch.
• Implemented redirection logic upon upload completion in the edit screen.
• Addressed an issue where asset links appeared as “Not Found” before the assets finished loading.

Bug Fixes 

• Prevented users from posting empty replies to comments on assets.
• Restricted multiple knowledge checks from being added at the same timestamp.
• Disabled interactive clicks within trimmed regions of videos.
• Temporarily removed "User Accounts" from entity selection to prevent a 400 error caused by an unrecognized backend entity.
• Adjusted annotation positioning to remain consistent across different monitors and laptops.
• Corrected timeline functionality when reaching the end of a trimmed portion.

Enhancements 

• Improved responsiveness for a smoother asset preview experience.

Bug Fixes 

• Resolved issues with table column customization.
• Fixed an issue preventing PDFs from displaying correctly in Epic.
• Improved timeline canvas performance and addressed related bugs.
• Prevented metadata form values from resetting when changing the title.
• Addressed stability issues on the master data screen.
• Implemented backend data cleanup to prevent 404 errors.
• Corrected issues affecting asset-sharing functionality.
• Fixed incorrect URL redirection when closing the edit side panel.
• Resolved inconsistencies in knowledge check functionality.
• Fixed image editing issues in the tip sheet editor.
• Resolved an issue with event processing triggers.
• Adjusted the background color of transcript cards from yellow to the correct styling.

Enhancements 

• Improved responsiveness of tip sheets.
• Added tooltips for all actions in the edit timeline panel.
• Introduced APIs to support multipart file uploads.
• Enhanced Jeeves login handling based on Smart on FHIR configuration.
• Updated the list of permitted origins.
• Expanded voice samples to include additional details.
• Optimized memory usage in the transcript screen.
• Enhanced activity retries and error logging for asset processing and caption generation.

Key Updates

• Improved Tab Naming – When launching assets from Epic, the new tab now displays the asset name for easier identification.

Bug Fixes

• Downloaded tip sheets now match the preview fonts. 
• Resolved sorting issues in admin settings. 
• Thick borders on selected clips no longer obscure audio bits users are trying to remove.
• The space bar now reliably pauses and unpauses playback.
• Fixed an issue where deleted shapes (specifically circles) sometimes reappeared in processed videos.
• Resolved an issue where interactive elements appeared at incorrect times.
• Assignments now correctly mark as complete after users scroll through the entire tip sheet.
• Column customization settings now save properly.

Enhancements

• The split clip feature now defaults to the section where the red cursor is located, removing the need for an extra click.
• Deleting a custom field no longer results in an error message.
• Captions now update correctly within the player. 

Bug Fixes

• Videos now play correctly on iPhones.
• Resolved category mapping issues affecting content organization.
• Filtering in "What's Trending" and "Top Searched Phrases" now accurately reflects category-based selections.
• Auto-save functionality now works as expected.

Enhancements

• Added drag-paste and copy-paste functionality for images in tip sheet steps to improve workflow efficiency.
• Introduced category-based suggestions in the search widget for more relevant results.
• Applied CSS fixes for course metadata display.
• Enhanced filtering of null values in advanced query payloads for user templates.
• Improved consistency of content recommendations between standalone and Epic launches.
• Added support for a filter query parameter in the suggestions API to refine search results.

Bug Fixes

• The 'Add Asset' button no longer appears for users without add/edit permissions.
• Added a validation rule to the "Add User" screen to prevent usernames from containing only spaces, ensuring more accurate user data.
• The webcam will no longer turn on by default when sharing the screen during a live chat session.

Enhancements

Analytics 

• User names and other relevant details are now displayed when clicking on active users in department reports.
• In User Reports, the 'Assets Clicked' column is now clickable, allowing users to view a detailed list of accessed assets.
• The 'Upvotes/Downvotes' column in Assets Reports is now clickable, showing details of who upvoted or downvoted an asset.
• The 'Assets Viewed' column in Sessions Reports is now clickable and displays all related asset details.
• In both User and Sessions Reports, the 'Assignments Completed' column is now clickable, providing a list of completed assignments.

Jeeves Status Page

• Introduced a status page for Jeeves, displaying the current status of various services. Helps monitor service availability and access.

Bug Fixes

• Fixed an issue where clicking markers in the video timeline during buffering caused an "Uncaught TypeError". The fix ensures the media element’s ready state is checked before setting the currentTime property.
• Resolved an issue where Employee IDs were missing in certain cases when creating a broadcast.
• Back button behavior in Asset Preview now correctly returns to the previous page for all sources, except Shared and Broadcast views.

Enhancements

• User and session reports now provide more detailed insights into asset interactions and completed assignments.
• Asset upvotes/downvotes now display a list of users who rated an asset for better visibility.
• Refined asset previews in OkJeeves with improved design updates.
• Tip Sheet responsiveness enhanced for a smoother user experience.
• Keyboard navigation added to the Search Widget, improving accessibility.

Bug Fixes 

• Resolved an issue in caption generation where files were unintentionally deleted due to incorrect handling in the temporary directory flow.
• Fixed an asset processing bug where a delay between two activities caused assets to get stuck.
• Addressed a concurrency issue in voice cloning.
• Fixed particular edge cases in assignment workflows that were not correctly triggering completion status updates.

Enhancements 

• Upgraded the agent model for improved performance and accuracy.
• Made the chatbot widget draggable, allowing users to reposition it freely and avoid overlap with CTAs or other key UI elements.

Key Updates 

Enhanced Search Widget

• The search widget now opens in a popup, enabling users to search without leaving their current context.
• Displays recent and popular searches to support quicker access and content discovery.
• Search suggestions are split into direct result matches and recommended queries.
• The AI chatbot is now integrated into the widget to support quicker searches. 

Improved Asset Preview Screen

• Asset previews now open in full-screen with expanded metadata, including view count.
• Embedded video transcripts allow direct navigation to specific timestamps.
• Related content recommendations based on recent views appear below the preview.
• Tip sheet previews now include a side panel for step-by-step navigation.

Streamlined Category Mapping

• Many-to-many department-to-category mapping is now supported.
• Categories can be copied and pasted in bulk.
• Mapped categories can be removed inline.

Bug Fixes 

• Addressed inconsistencies with video transcript rendering and navigation.
• Fixed issues related to delayed asset preview loading.
• Resolved metadata inconsistencies when editing asset information.
• Corrected UI behavior in category mapping when multiple items are selected or removed.
• General stability improvements and minor UI adjustments across the asset management module.

Enhancements 

• Up to five verified email addresses can be configured under Admin Settings for outgoing communication.
• A single sender address must be configured for all automated notifications (assignments, workflows, password resets, etc.).
• If domain authentication is not set up, emails will be sent from noreply@okjeeves.com.
• All automated notifications now require a designated non-active mailbox sender address.

Key Updates 

• Redesigned Home Screen -  The home screen now features updated recommendation cards with improved layout, additional metadata (Application, Categories, Views, Last Published), and quick-access Share and Bookmark controls.
• AI-based Content Recommendations - New personalized content suggestions based on user behavior (searches, views, login department) now surface on the homepage, improving content discovery.
• Recorder Controller Improvements - A new recorder controller allows users to pause, resume, or finish a recording from any tab.

Bug Fixes 

• Resolved multiple issues affecting closed caption generation and accuracy.
• Fixed several bugs in the trim feature for more accurate and consistent performance.
• Fixed a bug where captions were incorrectly generated for recordings with no audio. Caption generation now only runs when valid audio is detected.
• Autosuggest dropdowns now properly close when pressing the Enter key in the search input field.
• The assignment preview modal can now be dismissed by clicking outside the modal area.
• Clicking checkbox labels now toggles selection.

Enhancements 

• Assets and search results now open in dedicated routes, enabling easier navigation, bookmarking, and return access.
• PDF assets now open in a vertically scrolling expanded view, improving readability and navigation for longer documents.
• Tip sheets now include a side navigation panel, allowing quick access to different steps.
• Broadcasts now track email status per recipient.
• Deprecated keys related to timezone, date/time formats, and date-time-settings have been removed for a simplified configuration interface.

Key Updates 

• Dashboard and Reports - Updated the dashboard layout for improved usability. Introduced new reporting metrics to deliver deeper insights into user activity and asset performance.
• Trim Functionality - Enhanced the trim feature to handle more complex editing scenarios with improved precision and responsiveness.
• Workflow Automation Expansion - Automation rules now support all backend action types, increasing flexibility and coverage across workflows.

Bug Fixes 

• Fixed issue where the “Replace Media” option was disabled in Edit Media Assets.
• Resolved bug where list views with / in route names failed to render data tables.
• Fixed caption generation failure when using “Replace by Recording” in assets.
• Resolved an issue where the initial value in the metadata datepicker was not displaying correctly.

Enhancements 

• Introduced additional features and improved user guidance for tip sheets to streamline creation and usability.
• Replaced the previous search with a new cross-encoder model, improving the relevance and accuracy of search results and recommendations.
• Updated email content and implemented design refinements to enhance the user experience during broadcast and assignment workflows.
• Applied global design enhancements across multiple modules.

Key Updates 

• Workflow Automation - Expanded support for additional events, conditions, and actions to provide more flexibility in automating workflows.
• Column Customization - Users can now customize columns in settings tables, enabling more personalized data views.

Bug Fixes 

• Fixed an issue where initial categories were not displayed when editing an existing category mapping.

Enhancements 

• Improved behavior and performance of search markers for better accuracy in content navigation.
  Two legacy feedback receiver settings have been removed for cleaner configuration.

Bug Fixes 

• Resolved an issue where users were incorrectly redirected to the homepage after resetting their password via email link.
• Fixed inconsistencies in system-generated error messages.

Key Updates 

• Text Input Box for Annotations - Added a new text input box for annotations, allowing for more versatile and detailed asset annotations.

Bug Fixes 

• Fixed an issue where the assignment completion status was not updating correctly.
• Resolved the issue where the assets table would spin indefinitely upon redirection after master data deletion actions for categories assigned to existing assets.
• Fixed the broken link in the lexical editor and ensured that the "Create Tip Sheet" option is fully visible in collapsed view.
• Addressed the issue where the infinite scroll was missing in the notifications section.

Enhancements 

• The "Activities" screen has been renamed to "Employees." 
• The "Send Email" and "Add Activity" options have been removed, and email broadcasts are now used to send emails to learners.
• Updated notification preferences to include new events, ensuring that users can configure alerts for a wider range of activities.
• Modified the hover state color of assets to improve visibility and user interaction.
• Removed settings related to Asset's Expiration Date and Assignment's Due Date notification frequency for simplified configuration.

Key Updates 

• Background Noise Reduction - Introduced a background noise reduction feature to improve audio quality during recordings and presentations.

Bug Fixes 

• Fixed the issue where horizontal scrolling was not functioning correctly on certain screens.
• Updated email templates for Asset Expiration and Assignment Due Date events.

Enhancements 

• Applied design changes and layout enhancements to improve user experience and interface consistency.
• Added date range filters to the Assets screen, allowing for more refined and efficient asset management.
• Removed the feedback notification preferences to simplify the notification settings.

Key Updates 

• New System Fields - Introduced two new system-level metadata fields called Asset Owner and Expiration Date. Includes support for automated notifications related to expiration timelines.
• Live Chat Agent Support - Users can now connect with a human agent via the Jeeves chatbot for real-time assistance.
• Open Response Knowledge Checks - Added support for free-text input in knowledge check questions, allowing for open-ended user responses.

Bug Fixes 

• Fixed line break issues in MS Teams notification rendering.
• Resolved feedback creation failure when using custom fields.
• Corrected UI validation logic for custom field name and screen label.
• Fixed response issue in static lists.
• Breadcrumb behavior corrected across all screens.

Enhancements 

Home Screen & Navigation

• Moved the filter UI to the right of the search bar.
• Updated recommendations card layout and repositioned navigation arrows.
• Merged To-dos and Courses under a unified view titled My Assignments, with segmentation for All, Pending, and Completed assignments.
• Renamed various navigation menu items for improved clarity.
• Unread notifications now appear at the top of the notifications panel, with read ones listed below.
• Added fallback thumbnails for recommended assets when no thumbnail is set.

Asset Management

• Introduced top-level search by Asset Title and added category, application, and status filters.
• The Published action now appears within the Action column, while the Status column displays the current asset state.

Assignments

• Introduced a new search bar and filter at the top of the Assignments screen.
• Users can now assign content at the time of creation.
• Added support for Due Date and related notifications.
• The Assignment screen now displays status per assignee.
• Added functionality to duplicate an assignment for new recipients or modified task lists.
• Assignment tabs restructured to include: All Assignments, Unassigned, Pending, and Completed.

Course, Activities, and Static Lists

• Added search bar and top-level filters to each module.
• Implemented consistent design updates across all tables.

Add Asset

• Introduced dual Tip Sheet creation flows: via existing video or manual input.
• Annotation improvements based on user feedback, including callouts within hotspots.

Settings

• Center-aligned the settings screen layout.
• Added configuration for Tip Sheet templates.
• Redesigned notification templates and all system tables (custom fields, list of values, activity types, live chat agent, etc.).
• Removed unused settings: primary color and app logo.
• Modal and breadcrumb styling updates, spacing, and font hierarchy improvements.
• Added automatic redirection to login upon session expiry during EHR launch.
• Copy edits and improved empty state designs across the product.

Key Updates 

• Live Chat Agent Integration - Introduced support for real-time communication with human agents through the Jeeves chatbot. Users can initiate live chat sessions and launch meeting links to enable screen sharing for faster issue resolution.
  New configurations include:
    - Agent and team setup via the dashboard
    - Custom attributes for agent routing
    - Workflow automation support for chat-based actions

Bug Fixes 

• Fixed an issue affecting asset filter management.
• Resolved a bug preventing thumbnail selection for uploaded PDF assets.

Key Updates 

• New Due Date Metadata for Courses - Added a Due Date field to course metadata to help better track course timelines and completion.
• Course Notifications - Introduced automated notifications for course-related events like notification upon learner enrollment, reminder for course completion before the due date, and notification when the course due date has passed.

Key Updates 

• LMS Course Completion Tracking - A new report for tracking course completion by learners has been introduced. 
• Chatbot Streaming Response Support - Chatbot responses are now streamed in real-time as they are generated, improving response time for larger documents compared to the previous single-response model.
• Video Player Upgrade - Upgraded the video player, supporting enhanced video playback capabilities and enabling playback for longer videos (1 hour & more).

Bug Fixes 

• Fixed an issue where image thumbnails were appearing pixelated, improving visual quality and clarity.
• Resolved a bug in asset published notifications where updates to user details were causing inaccurate or delayed notifications.

Enhancements 

• Added a new blur feature in the Tip Sheet image editor for better control over image manipulation, enhancing the handling of Protected Health Information (PHI).