Jan 6, 2025

New Features & Upgrades

Agent onboarding and integration update such as SharePoint, TapClicks and HubSpot
Agent onboarding and integration update such as SharePoint, TapClicks and HubSpot
Agent onboarding and integration update such as SharePoint, TapClicks and HubSpot
Agent Onboarding
  • Progress Bar: Track how close your agent is to being fully set up with an easy-to-see progress bar.

  • Quick Shortcuts: Jump straight to the parts of your agent that need attention directly from the dashboard.

Tools Unified
  • Create or Add Tools Easily: Now, you can add or create tools directly from your agents, no need for the extra tools page.

  • Test Tools for Each Agent: Test your tools individually for each agent to make sure they work just right.

  • Choose How Parameters are Filled: You can now pick how your agent fills parameters, choose from AI Fill, User Fill, or Static.

  • Test Tools with API Calls: Test your Beam tools using API calls to check if they’re working properly.

Integrations
  • Microsoft SharePoint: Search and share files easily with SharePoint integration.

  • TapClicks: Create and update clients directly from TapClicks, making your job simpler.

  • HubSpot: Update leads and deals with the new HubSpot actions.

File Uploads
  • Better Image Parsing and Text Extraction: Now, Beam can extract text from images and files more accurately, improving your task memory.