Jan 6, 2025

New Features & Upgrades

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.