For the complete documentation index, see llms.txt. This page is also available as Markdown.

Amigo API

Release history for Amigo backend APIs, including Classic, Platform, and Scribe changes.

Release history for Amigo backend APIs. Latest numbered Amigo API release: v0.9.557 (July 2026). Newer Platform and Scribe source updates without standalone release metadata are listed first and intentionally unnumbered. Release numbers with no external documentation impact are omitted.

Current Integration Boundaries

The notes below clarify how to read this history against the public contract checked on September 6, 2026. This is a documentation checkpoint, not a new numbered product release.

  • Managed channel provisioning and workspace bindings are separate. Amigo supplies the provisioned use-case identifier. Public Platform clients create, inspect, or remove its service binding; the former Platform use-case inventory and explicit ownership operations are retired. See Use Cases & Bindings.

  • Authenticated dataset intake remains available. The separate upload-link and external HMAC paths are retired. The current intake path does not perform inline malware scanning. See Customer Data Intake and Intake Upload Links.

  • Standalone ringless voicemail is retired. Voicemail handling during an ordinary outbound call remains a separate voice behavior. See Voicemail.

  • SMS controls have distinct evidence. Registration, recipient consent, the opt-in-message send record, and suppression are separate. Provider acceptance does not prove delivery or prior consent. See SMS.

Change History

Archive Index

Older entry headings on this page remain as forwarding links for existing bookmarks. Full entries are retained in bounded archives.

Archive
First entry
Last entry
Entries

Archive 1

Platform: Metric Store Setup, Refresh, and Run Status Endpoints (August 2026)

Platform: Patient-Only Warehouse Mart Support (August 2026)

50

Archive 2

Platform: Data Warehouse Connector Source Type (July 2026)

Scribe: Zoom OAuth Scopes Updated for RTMS Event Delivery (July 2026)

50

Archive 3

Scribe: Zoom Bot Request Parity with BFF (July 2026)

Scribe API: Provider Grants No Longer Require a Pre-Existing Provider Entity (July 2026)

50

Archive 4

Scribe API: Session Lifecycle Writes, Mode, and Idempotency (July 2026)

Platform API: Evaluation Quality Trends and Conversation-Level Simulation Verdicts (July 2026)

50

Archive 5

Platform API: Durable Dataset Updates and Cloud-Storage File Export (July 2026)

Platform API: Surface Responses Expose Review and Archive Provenance (July 2026)

50

Archive 6

Platform API: Audit Export Downloads, Actor Email on Audit Entries, Permission Enforcement (July 2026)

Platform API: Memory - Clinical State Projection (Phase-2b Structured Dimensions) (July 2026)

50

Archive 7

Platform API: Metering - Daily Meter Grain, Invoice Summation Fix, and Connector Enrichment Metering (July 2026)

v0.9.483 - Platform API: Intake Batch Processing (July 2026)

50

Archive 8

v0.9.482 - Platform API: Channel-Manager SMS Transport (July 2026)

v0.9.432 - Platform API: Intake CDC Processing - Idempotent Retry and Reprocess (July 2026)

50

Archive 9

v0.9.431 - Platform API: Intake Pipeline - Full Analytical Catalog Row and PHI Filename Exclusion (July 2026)

Current Platform API Contract Summary

33

Platform: WhatsApp Use Cases (August 2026)

WhatsApp Use Cases

Provisioning scope. This entry describes managed channel provisioning. It does not expose use-case creation or inventory through the current public workspace Platform API. Complete provisioning with Amigo, then use the service-binding contract linked above.

WhatsApp phone numbers can now be bound to use cases through the existing use case endpoints. A WhatsApp use case registers a specific phone number from a WhatsApp setup for Cloud API messaging and configures an inbound-turn webhook, following the same lifecycle as SMS, email, and iMessage use cases.

What changed:

  • WhatsApp channel on use case endpoints. The create, get, list, update, and delete use case endpoints now accept whatsapp as a channel value. Creating a WhatsApp use case binds a phone number from a WhatsApp setup, verifies its readiness, registers it for Cloud API use, and provisions a webhook signing secret.

  • One use case per phone number. Each WhatsApp phone number can be bound to exactly one active use case. Attempting to bind an already-active number returns a 409 conflict.

  • Phone number registration and deregistration. Creating a use case registers the phone number for Cloud API messaging. Deleting the use case deregisters it. The phone number must be verified and disconnected (not already registered under another provider) before it can be bound.

  • Webhook secret lifecycle. WhatsApp use cases receive a signing secret at creation, support secret rotation through the existing rotate endpoint, and re-mint the secret when the webhook URL is updated.

  • Setup deletion requires no active use cases. A WhatsApp setup cannot be deleted while it has active use cases. Delete the use cases first.

  • Phone number details in responses. Use case responses include the phone number in E.164 format and the platform-assigned phone number identifier, in addition to the webhook URL and setup reference.

What you need to do:

  • Create use cases for WhatsApp numbers. After completing WhatsApp setup, bind individual phone numbers to use cases to register them for messaging and configure inbound-turn delivery.

  • Delete use cases before deleting a WhatsApp setup. The platform now enforces that all use cases under a setup are removed before the setup itself can be deleted.

  • Review the Channel Manager guide for the current provisioning boundary.

Platform: WhatsApp Setup Surface (August 2026)

WhatsApp Setup Surface

Provisioning scope. Setup and provider onboarding use the managed channel authorization boundary. They are not operations in the workspace Platform OpenAPI reference. The current Channel Manager guide explains the customer integration boundary.

The Platform API now supports creating, reading, and deleting WhatsApp setups through Meta's Cloud API. WhatsApp onboarding follows a two-phase activation lifecycle where the platform creates the setup record and returns a signup URL, then Meta notifies the platform when the customer completes signup.

What changed:

  • WhatsApp setup endpoints. Three new endpoints - create, get, and delete - manage the WhatsApp setup lifecycle. Create registers a customer's business identity and returns Meta's Hosted Embedded Signup URL. Get returns the setup state, including whether the business account has been activated. Delete tears down credentials and webhook subscriptions.

  • Two-phase activation. Setups are created in a pending state. Once the customer completes Meta's Hosted Embedded Signup, the platform automatically provisions credentials and activates the channel. Callers poll the get endpoint to check activation status.

  • Webhook integration. The platform receives and validates account update notifications from Meta. Unrecognized or duplicate events are accepted silently to prevent retry storms.

  • New OAuth2 scopes. Three scopes control access: whatsapp-setup:create, whatsapp-setup:read, and whatsapp-setup:write.

  • One setup per business portfolio. Creating a second active setup for the same Meta business portfolio returns a 409 conflict.

What you need to do:

  • Grant scopes to OAuth2 clients. Clients that need to manage WhatsApp setups require the new whatsapp-setup:* scopes.

  • Review the Channel Manager guide for provisioning and public routing boundaries.

Platform: Entity Activity Timeline Refresh (August 2026)

Entity Activity Timeline Refresh

The per-entity activity timeline is now produced by the current-generation world pipeline, completing the migration of all world-model outputs from the previous generation.

What changed:

  • Timeline produced by the current pipeline generation. The entity activity timeline - used by entity detail views, FHIR patient timeline endpoints, and analytics dashboards - is now computed incrementally by the current-generation world pipeline. Previously it was produced exclusively by the prior generation.

  • Read-time 90-day window. The timeline retains the most recent activity events per entity (up to 200) across all time. The 90-day recency filter is now applied at read time by the serving API rather than at pipeline compute time. This means the stored timeline is generation-stable and does not require wall-clock recomputation, while API consumers continue to see the same rolling 90-day window.

  • Continuous incremental updates. Timeline entries update continuously as new events arrive or existing events are retracted, using the same change-driven refresh pattern as other current-generation outputs.

  • No schema or API changes. The timeline schema, API response shape, and query interface are unchanged. Consumers do not need to re-bind or update queries.

What you need to do:

  • No action required. The timeline continues to be served through the same API endpoints with the same response shape. The underlying pipeline change is transparent to consumers.

Platform: Guardian and Caregiver Entity Projection (August 2026)

Guardian and Caregiver Entity Projection

The world model now projects guardian and caregiver person entities with the same fidelity as patients and practitioners. Previously, these entities could resolve with missing name, contact, identifier, and resource type fields, which prevented downstream readers from distinguishing guardians from patients.

What changed:

  • Guardian entities fully projected. Person entities sourced from guardian and caregiver records now carry name, phone, email, source-system identifier, and resource type. Previously these fields could be empty, causing the entity to be indistinguishable from a patient in platform reads and agent tools.

  • Role discrimination corrected. Platform services and agent tools that filter person entities by role now correctly identify guardians and caregivers instead of misclassifying them as patients.

  • No schema changes. Guardian projections reuse existing entity columns. The stable entity table schema is unchanged, and no downstream consumer re-binding is required.

What you need to do:

  • No action required. Guardian and caregiver entities are projected automatically. Platform reads and agent tools that query person entities will return correct role information without configuration changes.

Platform: Generation-Agnostic Entity Cutover Support (August 2026)

Generation-Agnostic Entity Cutover Support

The stable entity publication surface now supports atomic generation cutovers. The platform can move the stable entity table between internal entity generations without downtime, consumer re-binding, or data gaps.

What changed:

  • Atomic generation cutover. The platform validates schema compatibility, composite key integrity, change-data-feed enablement, and publisher identity before executing a single atomic merge to converge the stable entity table with a new generation source. A postflight parity check confirms exact row-level agreement before the cutover is considered complete.

  • Publication is generation-agnostic. Any current or future entity generation can own publication through the same shared path. Publication is enabled per-pipeline by configuration rather than being hardcoded to a specific generation.

  • Metric store sources updated. Analytics models that depend on entity data now reference the stable entity table rather than generation-specific tables, ensuring metric freshness tracking remains consistent across cutovers.

  • No per-reader repointing. The stable publication seam remains the only supported read surface for application code. Generation-specific tables are retained for internal parity validation and rollback only.

What you need to do:

  • No action required. If your integrations already reference the stable entity table, they will continue to work across generation cutovers without changes. If you have saved queries that reference a generation-specific table by name, update them to reference the stable entity table advertised by the schema introspection endpoint.

Platform: Entity Reads Consolidated to Stable Publication Surface (August 2026)

Entity Reads Consolidated to Stable Publication Surface

All entity read paths - including SQL tools, analytics dashboards, research queries, and monitoring - now read from the world model's stable physical entity table. Previously, some read paths used generation-specific intermediate tables that required separate synchronization and lag monitoring.

What changed:

  • Single entity read surface. Platform services that query entities now bind to the stable publication table directly. This removes the previous dependency on a separately synchronized copy and eliminates an entire class of synchronization lag between entity writes and reads.

  • No per-reader repointing. The stable publication seam is the only supported read surface for application code. Generation-specific tables are retained for internal parity validation and rollback only - they are not advertised to consumers.

  • Simplified monitoring. Entity freshness monitoring now measures end-to-end latency from event ingestion to the stable entity table in a single step, rather than tracking a multi-stage pipeline across intermediate synchronized copies.

  • SQL tool table references updated. The fallback SQL query tool and research query schema now advertise the stable entity table. Queries that previously referenced the intermediate synchronized table should use the new table reference.

  • Dashboard queries updated. Built-in dashboard templates for slot analysis and facility lookup now query the stable entity table directly.

What you need to do:

  • Update any saved SQL queries. If you have saved queries or integrations that reference the previous entity serving table by its fully qualified name, update them to reference the current entity table advertised by the schema introspection endpoint.

  • No action required for standard platform usage. Dashboard templates, research queries, and tool descriptions are updated automatically.

Platform: Metric Store Execution Plan Validation and Semantic-Layer Definition Contract (August 2026)

Metric Store Execution Plan Validation and Semantic-Layer Definition Contract

The Metric Store now validates execution plans before computation and introduces a structured semantic-layer definition contract for authoring metrics as YAML.

What changed:

  • Execution plan validation at compute time. Before a metric computation runs, the platform validates the execution plan against the semantic-layer contract. Plans that reference an unapproved model, use an unsupported aggregation, include disallowed dimensions, or violate scoping rules (such as a global metric exposing a workspace dimension) are rejected with structured validation errors before any data is read.

  • Semantic-layer YAML contract. Metric definitions can now be authored as structured YAML documents that declare the metric's identity, base model, grain, dimensions, time configuration, freshness target, ownership, lifecycle status, and security classification. The platform parses, validates, and deterministically compiles these definitions into execution plans.

  • Supported metric types. The definition contract supports count, distinct count, sum, average, percentile, ratio, rate, score, retention, boolean, and coverage metric types. Ratio and rate metrics require separate numerator and denominator blocks.

  • Lifecycle statuses. Definitions carry a status of draft, certified, or deprecated.

  • Freshness targets. Freshness can be a named cadence (30 minutes, hourly, daily, weekly) or a positive integer of minutes.

  • Content-addressable definitions. Each compiled definition includes a content hash so the platform can detect changes without full re-parsing.

  • Scoping enforcement. Workspace-scoped metrics must include a workspace dimension. Global metrics must not include a workspace dimension. Dimensions must include a time-grain dimension.

What you need to do:

  • No action required for existing metrics. Metrics with valid execution plans continue to compute as before. Invalid plans that previously would have failed at query time are now rejected earlier with clearer error messages.

  • Use the YAML contract for new definitions. Teams authoring new metrics can use the semantic-layer YAML format for structured validation before deployment.

Platform: Metric Store Registry Migration and Global Metrics (August 2026)

Metric Store Registry Migration and Global Metrics

The metric definition registry has moved to the platform's transactional database, metric assignments now control which workspaces receive computed values, and metrics can be defined at global scope.

What changed:

  • Registry moved to transactional storage. Metric definitions, definition versions, and assignments are now managed in the platform's transactional store rather than in the analytical data layer. This separation gives the registry full transactional guarantees while analytical tables remain optimized for computation and querying.

  • Assignment-driven computation. Metric computation is now driven by explicit assignments. Each assignment links a metric definition to either a specific workspace or to global scope, and only active assignments produce computed values. This replaces the previous model where definitions were implicitly scoped to a single workspace.

  • Global metrics. Metrics can now be assigned at global scope. A global metric aggregates across all data without filtering to a single workspace. Global and workspace-scoped assignments for the same metric definition can coexist.

  • Published status supported. Metric definitions with a "published" status are now eligible for computation alongside "certified" definitions.

  • Legacy registry tables removed. The previous definition and version tables in the analytical layer have been added to the legacy cleanup process alongside the previously removed canonical table names.

  • Nullable workspace on analytical tables. The workspace identifier on metric values, freshness status, and computation run records is now optional to support global metrics that are not scoped to any single workspace.

What you need to do:

  • Review metric assignments. Existing workspace-scoped metrics continue to compute as before, but the assignment model is now explicit. Verify that active assignments exist for each metric you expect to see computed.

  • No action required for standard metric consumers. Queries against metric values continue to work. Rows for global metrics will have a null workspace identifier.

Platform: Metric Store Freshness Scheduling and Schema Cleanup (August 2026)

Metric Store Freshness Scheduling and Schema Cleanup

Metric computation is now freshness-driven with failure backoff, and superseded legacy table names have been removed from the metric store schema.

What changed:

  • Freshness-aware scheduling. Each computation cycle now evaluates which metric definitions are due based on their freshness target and the time of their last successful computation. Definitions that are already fresh are skipped, reducing unnecessary work.

  • Failure backoff. Definitions that fail computation are retried with exponential backoff starting at two hours and capping at 24 hours. This prevents transient failures from consuming compute capacity on every cycle.

  • Freshness status tracking. Each metric definition now tracks its last successful computation time, freshness status, and the computation run that produced the result.

  • Legacy table names removed. The superseded canonical table names - "decision_tool_execution_fact," "call_intelligence_fact," "event_clinical_evidence_fact," "data_source_model_health_fact," and "metric_output" - have been dropped from the metric store schema. These were replaced by the renamed models introduced in the Semantic Metric Store Foundation release.

  • Registry repair removed. The previously available registry repair operation has been removed. The registry now lives in the platform's transactional store and does not require manual rebuilds.

What you need to do:

  • Update references to dropped table names. If you have saved queries, dashboards, or external integrations that reference the old canonical table names, update them to the current names: "tool_execution_fact," "evaluation_fact," "event_evidence_fact," "model_health_fact," and "surface_interaction_fact."

  • No action required for standard metric definitions. Freshness scheduling and failure backoff apply automatically to all certified metric definitions.

Platform: Semantic Metric Store Foundation (August 2026)

Semantic Metric Store Foundation

The Metric Store now includes a governed semantic layer with canonical models, versioned relationships, semantic metric definitions, and automated computation.

What changed:

  • Canonical model registry. The platform maintains a certified registry of canonical analytical models covering conversations, interactions, tool executions, outcomes, evaluations, topic classifications, appointment workflows, entities, event evidence, model health, and surface interactions. Each model declares its grain, key columns, timestamp columns, freshness target, and source lineage.

  • Governed relationships. Canonical models are connected through versioned, certified relationships that declare join keys, cardinality, and allowed join direction. Metric definitions can only use relationships that are certified in the registry.

  • Semantic metric definitions. Metric definitions now support a semantic wrapper that binds a metric to a specific canonical model, declares approved dimensions (workspace and reporting period are required), specifies the time field and aggregation, and tracks ownership, security classification, version, and lifecycle status (draft, certified, deprecated).

  • Deterministic execution plans. Semantic definitions are compiled into deterministic execution plans with content hashes. The compilation validates that the base model and required relationships exist in the certified registry.

  • Automated computation. Certified metric definitions are computed periodically against their canonical models within a configurable time window. Results are merged using an upsert strategy keyed by workspace, metric, version, period, and dimension hash. Each computation run records its status, timing, and any error.

  • Freshness classification. Each canonical model and metric definition declares a freshness target. Materialized results are classified as fresh, stale, never computed, or failed based on the target and the most recent computation status.

  • Model renames. Several canonical models have been renamed for clarity: decision and tool execution evidence is now "tool execution fact," call intelligence evaluations are now "evaluation fact," clinical evidence records are now "event evidence fact," and data source health is now "model health fact." A new "surface interaction fact" model replaces the previous metric output model.

  • Metric definition versioning. Metric definitions now support independent version tracking with per-version status, content hash, execution plan, and lifecycle timestamps.

What you need to do:

  • No action required for existing integrations. The semantic layer is additive. Existing metric definitions and values are unaffected.

  • Review canonical model names. If your integration references canonical model names in metric definitions, update to the new names: use "tool_execution_fact" instead of "decision_tool_execution_fact," "evaluation_fact" instead of "call_intelligence_fact," "event_evidence_fact" instead of "event_clinical_evidence_fact," and "model_health_fact" instead of "data_source_model_health_fact."

Platform: Design Agent Collector Endpoint Removed (August 2026)

Design Agent Collector Endpoint Removed

The design-agent session collector endpoint has been removed from the Platform API.

What changed:

  • POST /v1/design-agent/session removed. The write-only endpoint that accepted design-agent session transcripts is no longer available. Requests to this path now return 404.

  • Collector authentication scheme removed. The dedicated bearer-token authentication scheme used exclusively by the design-agent collector is no longer part of the API. This token was separate from platform API keys and granted no read access.

  • No replacement endpoint. This endpoint served an internal collection workflow and has been retired without a public replacement.

What you need to do:

  • Remove any integrations that call the design-agent session endpoint. If you have scripts or hooks that POST to /v1/design-agent/session, remove or disable them. The endpoint no longer exists and calls will receive a 404 response.

  • Discard any stored collector tokens. The dedicated write-only token for this endpoint is no longer valid for any purpose.

Platform: Date Range Filtering on List Sessions Endpoint (August 2026)

Date Range Filtering on List Sessions Endpoint

The list sessions endpoint now supports optional date range filtering so callers can retrieve sessions created within a specific time window.

What changed:

  • created_after query parameter added. An optional ISO 8601 UTC timestamp that acts as an inclusive lower bound on session creation time. When provided, only sessions created at or after this timestamp are returned.

  • created_before query parameter added. An optional ISO 8601 UTC timestamp that acts as an exclusive upper bound on session creation time. When provided, only sessions created before this timestamp are returned.

  • Half-open range convention. The two parameters form a half-open interval [created_after, created_before), consistent with the convention used by the appointments endpoint. Either parameter can be supplied independently.

  • Validation. When both parameters are supplied, created_after must be strictly before created_before. If this constraint is violated, the endpoint returns a 400 Bad Request with the code invalid_date_range.

What you need to do:

  • No action required for existing integrations. The parameters are optional and the default behavior is unchanged. Add created_after and/or created_before query parameters to narrow results by creation date when needed.

Platform: RelatedPerson Resource Type and Patient Filtering (August 2026)

RelatedPerson Resource Type and Patient Filtering

The FHIR surface now supports the RelatedPerson resource type for guardians and contacts, and Patient queries no longer return non-patient persons.

What changed:

  • RelatedPerson added as a supported FHIR resource type. Guardians and contacts are now projected as RelatedPerson resources with their own identity, name, telecom, and relationship data. Previously, these persons had no dedicated FHIR representation.

  • Patient results no longer include guardians. Patient searches now exclude persons whose role is guardian or contact. Previously, guardians without clinician-specific attributes were returned as patients, producing patient records with no birth date or medical record number.

  • Resource identity uses raw vendor identifiers. FHIR resource ids for patients, practitioners, and related persons now use the vendor's native identifier directly, without a namespace prefix. This ensures that external identity resolution matches the identifiers presented during session creation. Existing resources will resolve under the new identifiers.

  • Summary counts reflect three-way role split. The resource summary endpoint now counts Patient, Practitioner, and RelatedPerson as separate categories, matching the filtering applied to search results.

What you need to do:

  • Update integrations that consume Patient bundles. If your integration expected guardian records in Patient results, query RelatedPerson instead.

  • Update stored resource references. If your integration stores FHIR resource ids and previously expected a namespace prefix on patient, practitioner, or guardian ids, update to expect the raw vendor identifier.

  • No action required for standard FHIR queries. Searches against Patient, Practitioner, and RelatedPerson return correctly scoped results without additional filtering.

Platform: Workspace Environment Field Removed from API (August 2026)

Workspace Environment Field Removed from API

The environment field has been removed from workspace API requests and responses. Workspaces no longer carry an environment designation at the API level.

What changed:

  • environment removed from workspace creation. The create-workspace request body no longer accepts an environment field. Previously, callers could pass production, staging, or development as an environment designation; the value was accepted but had no operational effect. The field is no longer recognized.

  • environment removed from workspace update. The update-workspace request body no longer accepts an environment field. Previously, the field was accepted and silently ignored. It is no longer recognized.

  • environment removed from workspace responses. Workspace response objects no longer include an environment field. Previously, the response reported the serving deployment's stage as the workspace environment. This field is no longer returned.

  • Environment conversion endpoints removed. The GET /{workspace_id}/environment-check and POST /{workspace_id}/convert-environment endpoints have been removed. These endpoints previously provided a pre-check and a no-op conversion between staging and production environments. They are no longer available.

What you need to do:

  • Remove environment from request bodies. If your integration sends an environment field when creating or updating a workspace, remove it. The field is no longer accepted.

  • Update response parsing. If your integration reads the environment field from workspace responses, remove that dependency. The field is no longer returned.

  • Remove environment conversion calls. If your integration calls the environment-check or convert-environment endpoints, remove those calls. The endpoints no longer exist and will return errors.

Platform: Inline Malware Scanning Removed from Intake Upload Path (August 2026)

Inline Malware Scanning Removed from Intake Upload Path

The inline malware scanning step has been removed from the intake file upload path. Uploads are no longer scanned synchronously before persistence.

What changed:

  • Inline scan removed. The upload endpoint no longer performs a synchronous malware scan before writing the file. Previously, when scanning was enabled, every upload was scanned inline and rejected if the scanner returned a positive detection or was unavailable (fail-closed). This step has been removed entirely.

  • Scanner-related error responses removed. The upload endpoint no longer returns 422 Unprocessable Entity for malware detections or 503 Service Unavailable for scanner unavailability. These responses are no longer possible.

  • Scanner configuration removed. The environment variables that controlled inline scanning enablement, host, port, and timeout are no longer recognized. Deployments that set these variables can remove them with no effect.

  • No change to upload validation. File size limits, SHA-256 deduplication, and CSV validation continue to operate as before.

What you need to do:

  • No action required for most integrations. If your error-handling code checks for 422 responses with a malware-scan detail message or 503 responses for scanner unavailability on the upload endpoint, those branches are now unreachable and can be removed.

  • Remove scanner environment variables. If your deployment sets intake scanner configuration variables, they can be safely removed.

Earlier entry links (preserved bookmarks)

Metric Store Setup, Refresh, and Run Status Endpoints

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Entity Overlay Available on Text and Web Session Open

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Cost-to-Serve Endpoints for LLM Inference and Infrastructure

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Workspace Region and Environment Are Now Deployment-Derived

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Canonical Metric Store Models

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Workspace Data Query Tools Available in Trigger Actions

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Ringless Voicemail Channel Removed

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Cross-Entity Projection Parity and Retraction Correctness

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Remaining World Model Readers Migrated to Current Serving Projection

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World Model Read Path Migrated to Current Serving Projection

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World Model Stateful Projections Upgraded

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Legacy Per-Workspace Drive Credential Path Removed

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Auto-Bind Identity Resolution Matches on Data Source Name

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Guardians Emitted as First-Class Person Entities

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Design Agent Collector Gating Moved to Client

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Connector Source Types Consolidated

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Production Evaluations Limited to Metric Definitions

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Read-Side Observability for Enrichment Overlay

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Synchronous Enrichment Overlay on Entity Read

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Structured Metric Verdicts in Evaluations

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Intake Storage Simplified to Per-Tenant Volumes

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Unused Data Connectors Removed

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Canonical ROS-Grid Cell Shape for Structured Notes

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Raw Note-Generation Output Archived for Debug and Audit

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Automatic External Identity Binding on Person Fold

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World Model Serving Layer Upgrade

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Entity Enrichment Read Path Repoint

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World-Model Projection Efficiency Improvements

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Entity Overlay Write Path Wired to Enrichment PUT

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Synchronous Entity Enrichment Overlay

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Result-Retaining Interactive Write Idempotency

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Unified Enrichment Winner Selection

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Ephemeral Tool Results Honored on Text and Simulation Sessions

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Improved Circuit Breaker Resilience for Voice Calls

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Improved Session Liveness Detection for In-Person Recordings

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Info Section Coding Echo Removed from AMD Note Templates

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Psych-Progress and Therapy-Progress Emergency/Telehealth Field Updates

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Psychiatry Intake Vitals Grid and BP Field Updates

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Psychiatry Intake ROS Header and Option Labels

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Therapy Note Template Updates - Generated Fields, Section Renaming, and Version Bumps

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Psychiatry Progress Note Restructuring - Field Moves, Editable Vitals, and Field Removal

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Psychiatry Progress Note Field Relocation and Version Bump

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Psychiatry Progress Note Section Restructure and Version Bump

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AMD Template Parity - Multi-Answer Conditions, Exam Grid Update, Field Renaming, and Version Bump

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AMD MBC Parity - Editable Scores, Treatment Plan Checkboxes, and Version Bump

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Ephemeral Tool-Result Persistence

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Production Evaluations On by Default

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HMAC External Upload Path Removed

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Patient-Only Warehouse Mart Support

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Data Warehouse Connector Source Type

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Keyless Credential for Google Drive Intake Sources

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Second Diagnosis-Confirm Gate for Therapy Progress Documentation

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CPT Location Gates, Charge Coding, and Interventions Grid for Documentation Templates

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End-to-End Session Traceability in Observability Logs

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Voice Turn Authentication Fix for Multi-Workspace Deployments

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Runtime Toggle for Finalize Content Validation

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Stronger Model for Note Generation

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Per-Section Confirmation No Longer Required Before Finalize

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AI Metric History Now Accumulates Across Runs

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Distinct Error When Zoom Meeting Has Not Started

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Design Agent Session Collector

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Per-Source AI Call Attribution for Cost Caps

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Topic Modeling Gated by Permission

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Provider-Authored ICD-10 Codes and Generation-Decoupled Code Reads

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Circuit Breaker on World Events Serving Reads

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Operator Dashboard Timeline Reads Migrated to Optimized Serving Path

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Remaining Timeline Readers Migrated to Optimized Serving Path

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Analytics Summary Reads Migrated to Optimized Serving Path

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Per-Workspace Timeline Read Migration to Materialized View

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No-Diagnosis Attestation Waives Diagnosis Finalize Gate

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Session Codes Status Reflects Generation Outcome

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PUT Allowed for Structured-Note Autosave

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MRN Prefix Removed from Seeded Appointment Charts

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Seed Appointments Use Eastern Time Wall-Clock Scheduling

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Structured Finalization Gates

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Zoom Session Finalization for Silent Meetings

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Improved Transcript Retrieval Reliability

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Mid-Session Auto-Check No-Op Guard

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Server-Authoritative Checklist Item Category

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Faster Mid-Session Transcript Snapshots

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Structured Grounding for Dependent Generations and Section Regeneration

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Schema-Constrained Structured Note Generation

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Typed Structured-Note Envelope and Body Deprecation

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All-Session AMD Template Pinning on Create and Update

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Authoritative AMD Note Template Registry

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Cancelled Sessions Hidden from Session and Appointment Lists

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Patient Chart Fields on Appointments

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Automatic Retry for Telephony Provisioning Status Callbacks

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Server-Side Checklist Seeding at Session Creation

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Resilient Transcript Retrieval Under Degraded Storage Conditions

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Improved Observability for Transcript Retrieval Failures

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Empty Extraction Results Treated as Valid

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Improved Diagnostic Detail for Structured Generation Failures

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Robust JSON Parsing for Structured Generation Stages

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Session-Owned Note Generation Fields

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Zoom Meeting Bot Shutdown Drain Reliability

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Zoom End-of-Session Transcript Completeness and Graceful Degradation

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Zoom OAuth Scopes Updated for RTMS Event Delivery

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Zoom Bot Request Parity with BFF

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Generic Session Create Scoped to In-Person Only

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Zoom OAuth Token Auto-Refresh and Reconnect Detection

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Automatic Note Generation for In-Person Mic Sessions

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Transcript Retrieval Resilience Improvement

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Voice Turn Accept Header Content Negotiation

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Assist Features - Action Items, Ask, Auto-Check, and Section Regeneration

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Simulation Step Timeout Increased

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Workspace Provision Endpoint Reschedules Scope Provisioner

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World Model Workspace-Scoped Entity Projection

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Scheduled Workspace Topic Classification

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World Model Pipeline Event Log

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Authorization-Bound Test Values in Simulations

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Post-Visit Mutations, Note Versioning, and Finalize Gates

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Async Generation Orchestration

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Zoom Session Live Event Stream

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Zoom Session Lifecycle and Bot Controls

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Zoom OAuth Granular Scopes

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Zoom Integration Connect and Disconnect

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Attach-Ticket Endpoint and CORS Hardening

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SQL Authorization Binding Test Values for Platform Functions and Workspace Data Queries

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Run-Scoped Token Caching for Integration Calls

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Scribe Sessions Now Born In-Progress

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Emotion Detection Now Requires GPU and Runs in Half-Precision

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Intake Source Secret Namespace Change

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Mesh-Only Certificate Authentication for Internal Service Tokens

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Mutual TLS Client Authentication for Service Credentials

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Async Audit Exports and Export Catalog Removal

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Cross-Workspace Audit Log Reads

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Enterprise SSO, SAML/OIDC Federation, and MFA Retired

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Per-Workspace IP Allowlist Removed

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Per-Workspace Conversation Topic Analytics Controls

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Per-Turn Authorization for Durable Text Sessions

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Authorization-Scoped Parameter Execution for SQL Tools

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Access Token Lifetime Restored to 15 Minutes

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Continue with the archived entry.

Per-Workspace Intake Deduplication Override

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Source Provenance on Batch Document Intake

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FHIR Patient Bundle Builder Endpoint

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Default Access-Token Lifetime Extended to 24 Hours

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Authorization-Bound Parameter Schema Hiding

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Authorization-Bound Parameters for Platform Functions and Workspace Data Queries

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Extended Default Token TTL for Email OTP Provider Grants

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Receipt-Backed Background Polling and Delivery Acknowledgement

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Generate ICD-10-CM Code Suggestions

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Zoom Active-Session Guard Narrowed to Live-Capture States

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Zoom Session Lifecycle and Transcript Finalization

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Connector Sync-Run Telemetry Routing Change

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Appointments Endpoint Returns a Rolling Date Window

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Provider Grants No Longer Require a Pre-Existing Provider Entity

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Session Lifecycle Writes, Mode, and Idempotency

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Nested Session Object on Appointments

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Appointments Endpoint - Current-Day Listing and Retrieval

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Admin Provider Access Grant Management for Scribe

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Source Provenance and PHI-Gated Filenames in the Analytical Catalog

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Provider-M2M Act-As-by-Email Delegation

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External Auth Claims Mapping for Customer-Attested Authorization

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Shared LLM Client Lifecycle for Production Evals and Insights

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Approval Rejection Closes Approval State Cleanly

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Voice Provider Prompt Aligned with Runtime Tool Capabilities

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Streaming Attach-Ticket Handshake Enforcement

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Token Exchange - Browser Attach Tickets for Streaming Sessions

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Provider M2M Client Credentials - Machine-to-Machine Provider Tokens

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Internal Auth Simplification - Shared Secrets Retired for Cluster-Internal Dispatch

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Environment Variable Cleanup - Four Runtime Knobs Retired

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Empty Tool Description Warning for Realtime Voice Sessions

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Graph Tool Instructions Preserved for Realtime Voice Sessions

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Structural Tool-Calling Enforcement for Realtime Voice Sessions - Reverted

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Autonomous Tool Calling for Realtime Voice Sessions

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Per-Modality Voice COGS Tracking

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Workspace-Level Allocation Rate Limit and Fleet Exhaustion Visibility

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External Identity Binding Documentation Consolidated

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Environment Configuration Simplified - Volume Paths, Transcript Settings, and Connector URL

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Drive Sync Resilience - Interrupted Syncs No Longer Strand Files

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Simplified Rolling-Transcript Storage Key Layout

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Feature Gates Retired - Six Capabilities Now Always On

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Required Tool Retry for Realtime Voice Sessions

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Voice Tool Authorization Aligned Across Playground and Phone Calls

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Playground Voice Test Calls Use the Configured Voice Provider

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Exhaustive Skill Reference Scanning on Delete

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Tiered Permission Enforcement for Workspace Data Query Invocation

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Permission-Based Access Control for API Keys and MCP Tools

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Compliance Routes Require Audit.view Permission

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External Identity Binding for Memory v2

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Session Allocation for Streaming Workers

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Resumable WebSocket Streaming for Browser Recording Sessions

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Use-Case Ownership Endpoints and List Proxy Removed

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Unified Default and Custom Memory Dimensions

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Patient-Scoped Memory Expansion Tool

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Version-List Endpoints Scoped to Caller's Workspace

Continue with the archived entry.

This page covers v0.9.400 and later. Older releases live in the archive pages: v0.9.250 - v0.9.399, v0.9.100 - v0.9.249, and v0.6.0 - v0.9.99.

Path-Bearing MCP Resource URIs and SAML SP Base Decoupling

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Healthie Inbound Connector

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Version-List Endpoints Scoped to Caller's Workspace

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Canonical Pagination for List Endpoints

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OAuth Authorization Server Discovery and Updated Model Routing

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External Identity Bindings for Returning Users

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Scribe Notes, Summaries, and Checklists

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Event-Based Triggers Now Match Live Workspace Events

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Conversation Starters and Typed Real-Time Voice Controls

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Continue with the archived entry.

Durable Dataset Updates and Cloud-Storage File Export

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Classic Conversation History Import

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Unified Run Detail, Trajectory, and Non-Voice Authored Turns

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API-Key Permission Catalog

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Per-Question (Turn-Level) Metering Attribution

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Universal Metering - All Workspaces Metered

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Interactive API Documentation (ReDoc)

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Google Drive Intake - Native File Export and Shortcut Resolution

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Optional Domain-Wide Delegation for Google Drive Intake Sources

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AI-Powered Clinical Note Generation and Finalization

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Configurable Output Voice for Real-Time Speech-to-Speech

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Default Realtime Voice Model Updated

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Per-Conversation Token Attribution for Text Channels

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Bulk Import Endpoint for Conversation Migration

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Channel-Agnostic Eval Quality Analytics Endpoint

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Durable Background Reply Delivery, SMS Opt-In, Turn Idempotency, and Conversation Close

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Analytics Dashboard KPI Endpoint Typed and Operator Performance Aggregation Fixed

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Legacy Read Endpoints Removed Behind Unified Runs Surface

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Per-Call Media Isolation Now Universal

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API-Key Role and Permission Catalog Endpoint

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Framework Run Trajectory Endpoint

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Intake Dataset Update Runs - One-Click Sync, Prepare, and Publish

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EHR Appointment Reschedule Reliability - Patient Identity and Edit Verification

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Durable EHR Appointment Sync, Delete Detection, and Faster Detail Refresh

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EHR Patient Creation No Longer Auto-Assigns Intake Packet Cohort

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Streaming Intake File Downloads

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Single-Run Detail Endpoint

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Non-Voice Takeover Route Dispatch and Authored-Turn Endpoint

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Non-Voice Operator Takeover - Authored-Turn Send-Gate

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Multi-Value OR Filters on Runs List and Summary

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Scribe Sessions API

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Paused Conversation Run Status

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Run-Scoped Switch-Mode and Access-Token

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Simulation Recovery and Metering Accuracy

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Run-Scoped Takeover and Handback

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Promote Playground Session to Coverage Run

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Live Built-in Tool Catalog

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Run-Scoped Operator Guidance

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Unknown sort_by Fields Now Rejected with 422

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Skill Sampling Parameters Threaded Through Tester

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Simulation Run Failure Reasons and Suite Completeness

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Drain-Aware Simulation Executor with Instant Re-Drive Handoff

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Simulation Run Re-Drive and Automatic Recovery

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Orphaned Simulation Run Reclaim and Graceful Cancellation

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Dynamic Behaviors Feature Removed

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Billable Token Metering on Raw Real-Time Voice Runtime

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Reasoning Effort Pinned for Realtime Reasoning Models

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Full-Duplex Voice Family Is Generally Available

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Guidance Delivery Status Honesty, Transcript Read-Audit, and Blueprint GA Status

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Durable Audit Event for Operator Whisper Guidance

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Surface Responses Expose Review and Archive Provenance

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Audit Export Downloads, Actor Email on Audit Entries, Permission Enforcement

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Turn Identity on Streaming Done Frame

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Voice Model Family Rename

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Full-Duplex Voice Model Family

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Stable Turn Identity on Conversation Turns

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Text Conversation Lifecycle Hardening

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Normalized Checks View for Simulation Evaluation Results

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Escalation Policy and Risk Signal Configuration Removed from Service API

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Per-Turn Prompt Log Emission for Voice Calls

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LLM Token Metering for Conversation Navigation and Production-Call Evaluation

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LLM Token Metering for Framework Agent Runs

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Audio Verification Removed - Reduced Per-Turn Voice Latency

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Returning-User Entry State for Known Callers

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Legacy Clinical Event Review Surface Retired

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External Write Proposal Review API

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External Write Proposal Delivery

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Self-Serve Custom Memory Dimensions via Enrichment Key Tags

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Real-Time Live Voice Overlay on Runs List and Summary

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Unified Runs Summary Endpoint

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Simulation Runs Summary Endpoint

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Per-Request Wait-for-Final and Filler Suppression for Background Tools

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JWT Bearer Integration Auth - RFC 7523 Flow Selection

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Server-Side Operator Identity Enforcement

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Event-Driven Delivery for Background Tools on Non-Live Channels

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Identity Binding Test Values in Simulation Sessions

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Eager Post-Conversation Evaluation for All Channels

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Triggerable Event Type Validation

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Trigger Run Observability Metrics

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Durable Trigger Run Pipeline

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SMS Pre-Send Content-Compliance Check

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Eager Post-Call Production Evaluation

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Run List Enrichment - Entity Name and Service Name

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Trigger Run Idempotency Guard

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Durable Trigger Run Processing

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Run List Enrichment - Caller, Direction, Turns, and Outcome

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Unified Runs List Endpoint

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Terminal Lifecycle Marker for Failed and Timed-Out Framework Runs

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Tenant Isolation for Session Event Injection

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Provider Access Grant API with Role-Based Scopes

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Scribe Provider Scopes

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Managed Integrations

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Agent Runs - Durable List Endpoint

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Voice Conversations - Per-Turn Transcript Recovery

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Agent Runs - Harness Context Endpoint

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Agent Runs and Definitions - Drop CrewAI Framework Support

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Agent Runs - Durable Trajectory Persistence

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Agent Runs - Native Definition Runs End-to-End

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Agent Definitions - Native Agent Definition Registry

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Customer Data Intake - Folder Path Materialization

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Memory - Clinical State Projection (Phase-2b Structured Dimensions)

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Metering - Daily Meter Grain, Invoice Summation Fix, and Connector Enrichment Metering

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Memory - Custom (Layer-2) Dimensions in Extraction

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Agent Runs - Native Definition Validation

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Agent Runs - Native Run Mode

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Agent Runs - Actor Attribution and Multi-Agent Trajectory

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Intake Files - Hide Withdrawn Documents

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Agent Runs - Dual-Mode Auth, Cache Usage, and Hardening

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OIDC/SAML Federation - Consumed-Invitation Recovery

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Workspace-Bound Admin Routes and platform:admin Scope

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Simulation Performance - Per-Run Metric Breakdown

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Simulation Performance Overview - Aggregated Run Analytics

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Agent Runs - Framework Agent Execution

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Fleet Status - Tool-Runner Fleet Observability

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Cross-Provider Identity Linking for Invited Operators

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Source Change Routing - Document Withdrawal and Cursor Persistence

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Folder-Listing Diff Deletion Fallback for Folder-Only Access

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Incremental Change Detection for Drive-Based Data Sources

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Epic SMART Backend Services JWKS Endpoint

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Trigger Run History - Durable Execution Log for Triggers

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Document Embeddings in Intake Materializer

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Intake Materializations List Endpoint

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Use Case Ownership Endpoints

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Intake Materialization Endpoint

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Async Tool Lifecycle Signaling

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