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Impact Studio Release Notes

This release continues to improve the reliability of AI-generated reports, actions and ACT! automation. Much of the work in this release focuses on making AI-generated solutions more predictable while giving Impact Studio better knowledge of ACT! and the Impact scripting environment.

Report Mode

Report Mode allows you to describe the ACT! information you want in plain English and have Impact AI Studio generate the appropriate query, lookup or report.

- Improved SQL generation rules to produce more reliable ACT! database queries.
- Improved handling of ACT! custom tables and related entities when building reports.
- Improved generation of queries containing multiple joins and relationship tables.
- Improved handling of date and time values when generating ACT! database queries.
- Additional validation is performed before AI-generated SQL is executed.
- Improved instructions to the AI for determining when a report should return detail records versus summarized data.
- Continued hardening of Report Mode rules to reduce invalid SQL and unsupported SQL syntax.

Design Mode & AI Actions

Design Mode lets users describe what they want ACT! to do and allows Impact Studio to create buttons, scripts and automated actions.

- Expanded the Impact Studio scripting instructions available to the AI.
- Improved support for creating actions that work with the current ACT! Contact, Company, Group and Opportunity.
- Improved helper methods available to AI-generated scripts.
- Improved handling of ACT! custom entities and custom tables.
- Script testing now provides better feedback when generated code encounters a compile or runtime error.
- Impact Studio can identify the failing line of generated code and provide the error information back to the AI for repair.
- Successful scripts now clearly report Test passed! during the testing process.
- Continued refinement of the Strict Execution Rules used when generating and executing AI-created actions.

Microsoft Outlook Automation

- Improved AI-generated Outlook email automation.
- Improved support for both HTML and text email messages.
- Improved handling of Word templates when merging content into Outlook email messages.
- Embedded images contained in an email body are now correctly associated with the generated HTML email.
- Images are attached to an Outlook email only when the image is actually referenced by the email body.
- Continued improvements to Outlook COM object handling when actions generate emails or appointments.

ACT! Activities & Automation

- Expanded scripting support for ACT! activities including Calls, Meetings and To-Dos.
- Improved access to activity dates, times and associated ACT! records.
- Improved support for working with contacts associated with ACT! activities.
- Improved support for creating ACT! history records from AI-generated actions.
- Expanded history support including common activity results such as Call Completed and Call Left Message.
- Continued development of scheduled AI actions that can process ACT! activities automatically.

AI Coach

- Improved AI Coach instructions for helping users turn an idea into an actionable Impact Studio request.
- Improved guidance when a user's original request does not contain enough information to reliably generate code.
- Continued expansion of Impact Studio's internal knowledge of the ACT! environment and Impact scripting functions.
- Improved ability for the AI to understand which Impact Studio functions should be used to accomplish a requested task.

AI Usage & Analytics

- Improved tracking of AI usage across Research, Report and Design modes.
- Usage can now be analyzed by the type of AI operation being performed.
- Improved tracking of trial usage and daily usage limits.
- Improved handling when a trial user reaches the permitted usage limit for a Studio mode.
- Continued work on token-usage analytics to better understand the cost and efficiency of individual AI operations.

Reliability & AI Safety

- Continued refinement of the rules supplied to the AI before generating reports or executable actions.
- Additional safeguards help prevent AI-generated code from using unsupported methods or making assumptions.
- Improved separation between instructions, generated code and execution.
- Continued testing designed to identify situations where the AI may generate plausible-looking but incorrect code.
- Improved error feedback allows Impact Studio to give the AI the actual error and attempt a more informed correction.

Current Development Focus

Development and testing continue in several areas:

- Further hardening of Report Mode SQL-generation rules.
- Testing complex ACT! relationships and custom-table reports.
- Red-team testing of the Strict Execution Rules used by Design Mode.
- Expanding the library of safe helper functions available to AI-generated Actions.
- Testing Outlook automation across different email and template scenarios.
- Testing ACT! activity handling and scheduled automation.
- Measuring prompt and token usage to reduce unnecessary AI context while maintaining generation accuracy.
- Continuing to reduce AI hallucinations by supplying better ACT!-specific context, rules and execution feedback.