AutogenAI, The New Experience 

Everything you need to know about what has changed, how it works and what to expect. 
Back to the New Experience Change Management Hub

HOME PAGE

Q: What has changed on the home page?

A: The home page has been redesigned around action rather than information. The previous version showed the last item from each category, which meant users often landed on content that was not relevant to what they were working on. The updated home page replaces that with quick action buttons, a unified Recently Viewed list across the whole platform, an Assigned Tasks widget, and Research Assistant repositioned at the bottom of the page.

Q: What are the three new action buttons?

A: New Document, Create New Project, and Fill a Form. New Document opens a new document directly. Create New Project routes you into the new Smart Workflows project creation flow. Fill a Form is currently a placeholder and will be fully active once the destination flow is complete.

Q: How does the new Recently Viewed list work?

A: It shows your last 10 items across Workspace, Project, Response and Research Session in a single horizontally scrollable list ordered by recency. Each card has a section type indicator so you can tell at a glance what type of item it is. Previously the list showed only the last item from each separate category. Extract, Library and Capture are not included at this stage.

Q: What is the Assigned Tasks widget?

A: An optional slot on the home page that surfaces tasks assigned to you automatically. If you have tasks assigned the widget displays them. If there are no tasks to surface the slot does not appear at all, there is no empty state shown.

Q: Is Research Assistant still on the home page?

A: Yes. Research Assistant is still accessible from the home page but has moved to the bottom of the page. The style and behaviour are unchanged.

Q: What is not included in the home page update?

A: A show more or show less control on Recently Viewed, Extract, Library and Capture in the Recently Viewed list, and any visual or brand changes are all out of scope for this release.

NEW EDITOR EXPERIENCE

Q: What has fundamentally changed about the editor?

A: The editor has moved from a split surface model, where you switched between the editor and Research Assistant separately, to a unified three column layout. You now have primary navigation on the left, your document in the centre, and a persistent right side assistant panel. Everything you need is inside a single surface and you never need to leave the document.

Q: What is in the right side panel?

A: Five tabs accessible via a persistent icon strip. Write (Research Assistant embedded directly in the editor), Storyboard, Comments, Gamma Review, and Sources. You switch between them without leaving the document.

Q: Is this the same Research Assistant I already use?

A: Yes, exactly the same functionality. Nothing about what it does has changed. It is now accessible as the Write tab inside the right side panel rather than as a separate surface, which means no more navigating away from your document or copying and pasting between surfaces.

Q: What are Custom Prompts?

A: Custom Prompts are Tone of Voice prompts created by the AutogenAI build team, available in the transformations toolbar inside the editor. They allow you to shape the tone and style of generated content to match your brand and proposal approach. These are configured by the build team and are not user-created.

Q: Where have Sources moved to?

A: Sources is now a dedicated tab in the right side panel. Previously you had to navigate to the editor footer to manage connected sources. They are now consistently visible alongside your document content so writers always know where evidence is coming from.

Q: What licence do I need to use the new editor?

A: Full licence, which is no change from the current editor. Reviewer licence holders have access to a read only editor view that includes Comments and Gamma Review but does not include AI writing features.

Q: Are there any known limitations in the current editor release?

A: Yes, there are a few to be aware of. Export from Research Assistant within the embedded editor panel is hidden in this release as it does not work as expected. To export, use the standalone Research Assistant as a workaround. This will be resolved before general availability. Quick action cards are also hidden in the panel layout at this stage. Page view with paginated toggle is coming in a future release. Ideator and Extract remain accessible and deprecation is planned for a future phase.

Q: Does the new editor require changes to SSO or data permissions?

A: No. The new editor uses the same authentication and data handling as the existing editor. No new data permissions are required and no changes to SSO configuration are needed.

Q: Can the new editor be enabled for a whole organisation at once?

A: Yes. Access is controlled via a feature flag and can be scoped to individual users, teams or an entire organisation. When the flag is disabled for a user they are automatically returned to the previous editor experience.

END-TO-END PROJECTS

Q: What has changed about Projects?

A: The entire project experience has been overhauled. The redesign introduces a Workflow Detector that automatically analyses uploaded RFPs, a new Create a Project Wizard, a redesigned Project Hub, five structured stage pages guiding teams from pre-proposal to submission, a redesigned Document Editor within projects, and a unified Project Library and Knowledge Hub replacing the Resources tab.

Q: What does the Workflow Detector do?

A: When you upload an RFP, the Workflow Detector automatically analyses it and extracts the proposal summary, scope, outline, deadlines, evaluation criteria and other key details. Your team can start working immediately without manually reading through the full document first.

Q: What is the Create a Project Wizard?

A: A short five step setup flow guiding you through creating a new project. The steps are Name, RFP, Deadline, Files and Confirm. The wizard is skippable if you prefer to set up manually.

Q: What are the five stage pages?

A: Pre-Proposal, Prepare and Plan, Write, Review, and Submit. Each stage has its own page with recommended actions and auto-generated artefacts relevant to that stage. Stage names and actions can be renamed to match your own process. Review and Submit stages along with milestones are being delivered in Q3.

Q: What is the Project Hub?

A: A central landing page within every project showing milestone progress, days remaining to your submission deadline and the status of every document your team is working on. It gives proposal managers a single place to see what is in progress, what is complete and what needs attention.

Q: What has replaced the Resources tab?

A: The Project Library and Knowledge Hub. This combines project sources, uploaded files and your organisation’s Knowledge Hub content in one place inside every project, so writers always have the right content to hand without leaving the project.

Q: What are Generated Activities?

A: Stage-specific recommended actions and auto-generated artefacts created for you at each stage of the proposal process. Examples include competitor analysis and proposal outlines. These flow directly into the Project Library and save teams significant setup time at the start of each stage.

Q: What has changed in the Document Editor within projects?

A: The Document Editor inside projects has been redesigned to give more space to the document itself, with a reorganised right hand panel and a persistent Proposal Assistant with pre-prompted suggestions to support writers throughout drafting.

SMART WORKFLOWS

Q: What has happened to the Classic Requirements and Classic Questions Workflows?

A: Both are being deprecated in favour of Smart Workflows. The Classic Requirements Workflow (North America) is in maintenance only mode. The Classic Questions Workflow (EMEA and APAC) has been deprecated from beta. Both Smart Workflows are now generally available for all customers without model availability constraints.

Q: Why are the classic workflows being retired?

A: To reduce platform complexity and consolidate towards a single high-performing experience. Smart Workflows are faster and more accurate, built on the latest AI, and designed to handle requirements and questions the way modern proposal teams actually work.

Q: Are Smart Workflows available to all customers?

A: Smart Workflows are now generally available for all customers without model availability constraints. Smart Requirements is available for North America and Smart Questions is available for EMEA and APAC. If you are not yet on Smart Workflows due to model availability constraints your Customer Success Manager will be in touch to manage the transition.

Q: What do I need to do to move to Smart Workflows?

A: Nothing right now. If you are currently on a classic workflow your Customer Success Manager will guide you through the transition. Please reach out to them directly if you have any questions.

INTEGRATIONS AND DATA SOURCES

Q: What integrations are now available?

A: The Highspot MCP integration is live. A unified MCP Settings page has also shipped, allowing admins to enable or disable individual integrations from a central location with inline consent prompts for tool calls. Salesforce MCP, Google Workspace MCP and PowerPoint MCP are in discovery and validation, as is Arcade MCP which will enable access to approximately 95 third-party integration sources.

Q: How does the MCP Settings page work?

A: Admins access a central settings page where individual integrations can be switched on or off. When a tool call is made that involves a connected integration, an inline consent prompt is shown to the user so data governance policies remain in place at the point of use.

Q: Is Salesforce integration available yet?

A: Not yet. Salesforce via the Arcade MCP integration is in discovery and validation. Note that it may not work for all customers as it is flagged as a decision point as the integration develops. Your Customer Success Manager will update you on availability as it progresses.

Q: What does connecting integrations mean for my writers?

A: Once an integration is enabled by an admin, writers can pull in content from connected systems such as case studies, credentials or CRM data directly inside the platform without leaving the proposal or manually uploading files. The right knowledge is available at the right moment in the workflow.

Q: What does this mean for data security and governance?

A: Admins retain full control over which integrations are active for your organisation. Inline consent controls at the point of tool use mean users are aware when external data is being accessed. No changes have been made to AutogenAI’s underlying security architecture. AutogenAI remains ultra-secure as standard, including FedRAMP High for organisations that require it.

LICENCES AND ACCESS

Q: Do any of these changes require additional licences?

A: No. Every capability in this update is included in your standard AutogenAI subscription at no additional cost. The new editor requires a Full licence, which is unchanged from the existing requirement. Unlimited Read Only licences remain included as standard so your entire organisation can access the platform.

Q: Do I need to do anything to get access to these features?

A: Some features are currently behind feature flags during rollout. Your Customer Success Manager will manage access for your organisation. You do not need to take any action unless specifically asked to by your account team.

Q: Who do I contact if I have questions or encounter issues?

A: Speak to your Customer Success Manager in the first instance. For editor-specific issues, raise a ticket with the CoRE team and include the document type, the action you were taking and what you expected versus what happened.