New updates and improvements
V7 Go

When you delete an agent, it now moves to a new Trash section instead of being permanently deleted. You have 30 days to restore it before it's gone for good.

The new Trash page shows all deleted agents in your workspace with details on who deleted them and when. From there you can:

• Restore agents to any folder in your workspace

• Permanently delete agents if you need to free up space immediately

• Sort by name or deletion date

To access trash, click your workspace icon in the bottom-left corner and select "Trash" from the menu.

You can now control whether an agent is available in Chats by setting it to Live or Draft.

Live agents appear in the agent picker when you start a new Chat. Draft agents are hidden, so you can work on them without affecting your team.

A status indicator in the agent header shows the current state:

• Green dot: Live

• Gray dot: Draft

Click the indicator to toggle between states. The change takes effect immediately.

Note that all agents before this release are automatically set to Live. All new agents from now on will default to Draft.

We have significantly expanded AI citations support across our property types to give you more transparency into your data sources.

You can now enable citations for Numbers, URLs, Single Selects, Multi-Selects, and Collections. This feature is particularly powerful for verifying data accuracy when your inputs are based on uploaded files.

Why this matters:

• Collections: This is the most critical update. When an AI extracts a list or collection of items from a source file, you can now toggle citations on to see exactly where in the document that data came from.

• Data Verification: Whether the AI is pulling a specific financial figure for a Number property or categorizing content for a Select property, enabling citations allows you to click through and verify the source context immediately.

To use this, simply ensure your property has a file set as an input, and toggle the "Citations" setting to On in the property configuration menu.

We updated the tool selection interface for properties within agents. The new design splits into Standard and Advanced modes to handle the growing list of available models.

In Standard Mode, we added a new "AI" tool option. When you select this, you no longer need to pick a specific model (like GPT-5.2 or Claude Opus 4.5). The system analyzes your input and prompt, determines the task complexity, and automatically routes it to the best model for the job.

Standard mode keeps things simple. It retains the classic User Input, Python, and Web Search options.

For users who want manual control, the Advanced section allows specific model configuration. Because the list of models is now quite large, we grouped them by provider (OpenAI, Google, Anthropic). This organization keeps the menu clean and makes it faster to locate specific versions.

You will find specialized utilities, such as HTTP requests or manual OCR, under the "Other" submenu if they are active in your workspace.

We have introduced a new way to share the outputs created by your AI agents.

Previously, files generated within a property stayed within the workspace. Now, when you create a file property powered by an AI tool, you can easily share the result with external stakeholders.

How it works:

• Generate: Set up a file property that uses an AI tool (like Claude or GPT) to generate content, such as a static page, an interactive dashboard or a slideshow.

• Share: Once the file is generated, you can open the sharing options to generate a public link.

• Control: The sharing modal allows you to manage access by setting links that can never expire.

The newest generation of frontier reasoning models, GPT-5.1 from OpenAI and Gemini 3 Pro from Google, are now live in V7 Go.

These models deliver stronger reasoning, higher factual accuracy, and improved performance on complex documents.

GPT-5.1 brings deeper analysis and a significant reduction in hallucinations. It is ideal for workflows involving complex files or structured outputs. Gemini 3 Pro adds fast, high-quality multimodal understanding and is perfect for document triage and real-time analysis with lower latency.

For V7 Go users, this means more accurate answers, more reliable JSON and Collections outputs, and better results in Cases, especially when working across long documents or multi-file data rooms.

To get started, simply select GPT-5.1 or Gemini 3 Pro from the model list in your AI property settings. Both models coexist with legacy options, so you can continue using and upgrading your workflows without interruption.

Managing your workspace just got easier. You can now perform bulk actions directly from the Users page, making it faster to keep your workspace organized and up to date.

You can now:

• Resend invitations to multiple users whose invites have expired, helping you quickly bring new teammates back into the workspace.

• Remove multiple users at once, whether they previously joined or were only invited. This makes it simple to clean up old accounts or revoke access after project changes.

These new actions help admins manage seats more efficiently and keep workspace access aligned with active collaborators.

To get started, head to Settings → Users, select one or more users, and choose the action you want to apply.

You can now run advanced Deep Research tasks in V7 Go using the newly added o3 Deep Research and o4 Mini Deep Research models.

These models are designed for long-form reasoning and multi-step analysis. They are ideal for complex workflows where your AI needs to synthesize information, explore topics in depth, or generate structured research outputs.

Deep Research models excel at:

• Breaking down intricate topics into clear, actionable insights

• Connecting information across multiple documents or sources

• Producing detailed research summaries, plans, or structured reports

To start using them, open any AI property configuration menu, select Tool, and choose o3 Deep Research or o4 Mini Deep Research from the list.

The next generation of AI reasoning models from OpenAI is now live in V7 Go. We've integrated the entire GPT-5 family - GPT-5, GPT-5 Mini, and GPT-5 Nano - giving you enhanced intelligence and flexibility for your AI agents and workflows.

GPT-5's advanced reasoning and significant reduction in hallucinations means your expert agents can now tackle more complex documents with greater accuracy. When paired with our AI Citations feature, you get a higher level of trust and verifiability.

For our users, this translates to:

• More reliable outputs for structured data like JSON and Collections

• Deeper analysis in Cases, as your AI can now handle difficult problems with improved reasoning

To get started, simply select a GPT-5 model of your choice from the tool list in your AI property settings. For now, GPT-5 models coexists with legacy models, allowing you to continue using and updating existing workflows and projects.

Accessing and managing knowledge in V7 Go is now smarter and more seamless. With the new Hubs feature, you can create a dataroom by uploading a set of files. This allows you to transform scattered documents into a single, searchable knowledge base.

Upload your SOPs, internal policies, or project files to a Hub. Concierge will automatically analyze and index every document. You can then select which knowledge hub to use, ask questions (like “How do we process bugs?” or "Can you show all CapEx approvals from Q4?") and get a consolidated answer—even if the information is spread across multiple files. No more digging through folders or opening documents one by one.

Knowledge Hubs are fully integrated with Cases, letting you search and retrieve information from across your entire Hub using natural language. Whether you’re onboarding a new team member, preparing for a financial audit, reviewing contracts, or just need a quick answer, Hubs bring all your knowledge together in one place.

Create a Hub, upload your files, and start asking questions. Concierge will do the rest and deliver fast, accurate answers from across your organization’s knowledge. Hubs meet you where you work, making it easier than ever to find what you need, when you need it.

Managing your cases in V7 Go just got easier. The new Case Status Indicators provide clear, real-time feedback on your case progress, so you always know when your attention is needed.

A purple pulsing dot signals that a case is processing—typical for actions like knowledge hub searches or multi-entity runs that may take a little longer. A yellow dot highlights unread updates specific to you, automatically clearing once you open the case.

You can now queue multiple actions and return to them when they're ready, making it simple to manage several tasks in parallel without losing track.

Starting today, Go users can connect to Microsoft SharePoint to manually import their knowledge into Go.

They can use this integration to:

• Import files into Agents

• Import files and folders into Cases

Soon, we're going to make both our Google Drive and Microsoft SharePoint integrations sync data automatically into Go.

More integrations are coming soon, and we're actively collecting user requests. If there's a specific integration you'd like to see, let us know by filling out this form.

Organizing agents in V7 Go is now more intuitive and secure. The new Folders feature lets you structure your workspace to reflect divisions, teams, and workstreams, with granular permission controls for each.

Folders make it easy to navigate and manage large volumes of work, ensuring that each team's work remains private and accessible only to the right users. For example, if you’re working on Legal Contracts in one audit, you won’t see or access Bank Statements in another.

Folders are fully integrated with Go. It's a familiar, scalable way to keep your workspace organized as your operations grow. Create folders, set permissions, and start organizing your agents.

Managing Cases in Go just got even easier. With the new Email to Cases feature, you can now start a Case by simply sending or forwarding an email—no need to log in or upload attachments manually.

Send or forward an email (with any attachments) to chat@concierge.v7labs.com. Concierge will automatically create a new Case, process your request, and run the right analysis for you. The full email thread is included in your case, so all your context and previous discussions are preserved. You’ll receive a response from Concierge in your inbox. You can continue the conversation by replying directly.

No more manual uploads. Forward emails as you review your inbox—cases will be ready for you in Go when you log in. Keep the conversation going by replying to Concierge’s email. Email to Cases meets you where you work, making it faster and easier to get help from Concierge—right from your inbox.

V7 Go's AI agents for tasks like CIM triage and contract review are already a hit and they make complex work simpler for many of our customers.

Now, we're making V7 Go even more powerful. We've expanded our agent template library with a new lineup of specialized AI agents, built by our AI solution engineers and industry experts. These new agents are ready to tackle complex workflows in:

• Insurance: Including new capabilities for Slip Ingestion.

• Tax & Accounting: Featuring tools like the US (IRS) Tax Claims Agent for automating validation.

• Real Estate: With a new agent designed for analyzing Offering Memorandums.

• Investment Operations: Including a new Data Room Agent to structure and analyze documents for financial due diligence.

• Many more: Ranging from competitor research to distributor agreements processing.

These 40 specialized AI agents can be used out-of-the-box or customized to fit your exact needs. If you want to request a specialized agent for your use case, let us know.

V7 Go now includes a new property type: Auto. This feature lets you describe a desired property in natural language, and V7 Go will suggest the best configuration, including the property type, the AI model best suited for the task, the inputs, and the expected output structure.

For example, if you enter:

I need a single-select property that classifies companies based on their funding round

Auto will recommend a Single Select property with classification logic, propose label values (e.g., Seed, Series A, Series B), and select the necessary input sources.

Auto property does not create the property immediately. Instead, it provides a pre-configured suggestion, allowing you to review and modify all aspects before saving. Automatic property configuration speeds up agent setup while preserving full control over how results are computed and structured.