> ## Documentation Index > Fetch the complete documentation index at: https://docs.withrealm.com/llms.txt > Use this file to discover all available pages before exploring further. # Product updates Your Realm, upgraded Realm evolves constantly. Every big feature gets its full story here: what it does, why it matters, and how to make it part of the way you work. ## October 26, 2026 ## **Product Updates: Writing documents and Skills** This time, two updates: one for writing documents, and one you can use everywhere in Realm: * **Writing documents**: plan a document, then have Realm draft it section by section * **Skills**: tell Realm how to do one kind of task, and reuse it ### **Writing documents** Realm now writes the documents a bid needs, not only the questionnaire. You can create a document inside a project or on its own from the Documents page. ![A document prompt set to Plan, asking for an implementation plan, with a four-section outline and a word count for each section above a Create document button](https://mintcdn.com/realm/tbSgMPIB4JlDZUw2/images/product-updates/document-plan-outline.png?fit=max\&auto=format\&n=tbSgMPIB4JlDZUw2\&q=85\&s=675a2db2b33991ac0e76a85618460a22) Describe what the document should say in your own words, or start from an existing document, a template or a skill. Realm writes the first draft from your project's files and knowledge. Details that only you can provide, such as a name, a date or a price, are left as placeholders you fill in with one click. For longer documents, choose Plan instead of Write: you review the outline first, then Realm drafts it section by section. Exports use a clean, neutral layout by default. An admin can set your company's Word template as the default for every document, and you can pick a different one for any document. Find it on the Documents page, or under Create document in a project's Add menu. See [Document responses](https://docs.withrealm.com/rfp/document-responses.md) for more. ### **Skills** Create a skill to tell Realm how to do one kind of task, and reuse it whenever you need it. Give it a name, a description and the instructions Realm should follow. Add a Word template, and documents written with the skill come out in your own layout. Add a language and a glossary, and Realm uses your terms whenever it translates into that language. You can edit skills in the sidebar chat, or import existing skills from other places, like Claude. Skills are private by default. Use Share to make one available to your whole organization. ![A Bid executive summary skill with its description, a Word template, Finnish language and a 48-term glossary as properties, and three numbered instructions](https://mintcdn.com/realm/tbSgMPIB4JlDZUw2/images/product-updates/skill-editor.png?fit=max\&auto=format\&n=tbSgMPIB4JlDZUw2\&q=85\&s=68e2005c528c0dce6793faf0d1a89d7b) Find it on the Skills page, and in the + menu when you create a document. See [Skills](https://docs.withrealm.com/agents/skills.md) for more. **Also shipped** * **Search from any page.** Cmd+K or Ctrl+K searches across everything in Realm, wherever you are. Chat opens with Cmd+J or Ctrl+J. * **Agents across every connected Slack workspace.** An agent reaches channels in all of them, not just the workspace it was set up in. * **RFPs grouped by project in Knowledge.** Project RFPs sit in collapsible folders instead of one flat list. * **Ask about synced items by their key.** Chat opens a Jira, Linear, Salesforce or Zendesk item when you give it the ID. * **Sharper folder and date searches.** Folder searches match your question, and date sorting returns matching documents. * **Better RFP notifications.** Slack briefings now arrive as one card per RFP or project, with its due date and your questions to answer and to review. *The full list is always at [docs.withrealm.com/changelog](https://docs.withrealm.com/changelog).* ## October 9, 2026 ## **Product Updates: Translation, multiple tender rounds, and updates to MCP** Tenders often come back for another round, not everyone on your team reads the same language, and a lot of you have asked to use Realm from some other tools you already work in. Here's what we built for each. During the past few weeks, we've shipped 3 major updates to Realm: * **Translation**: read and write an RFP in your own language * **Multiple tender rounds**: see what changed since the last round and bring answers into the new questionnaire * **Updates to MCP**: run Realm from other AI tools you use ### **Translation** Everyone on a questionnaire can now pick their own working language. Realm shows the questions, answers and titles in that language, and you can write in it too. Your choice only changes your own view. If you write an answer in Finnish, Realm translates it into the RFP's language and saves it there, so a colleague working in German sees it in German. When you export, the questionnaire is always in its original language, whatever language you worked in. If you need it in another language, "Export translated" gives you a copy in any language your team used. ![An English RFP row on backups shown to two colleagues at once, one working in Finnish and one in French, each seeing the question and answer in their own language](https://mintcdn.com/realm/9B55pErEfL1u6Elz/images/product-updates/rfp-working-language.png?fit=max\&auto=format\&n=9B55pErEfL1u6Elz\&q=85\&s=84758c8936fd14e2d3952378e1fbdaf4) You'll find the picker in the RFP table toolbar. See [RFP Language](https://docs.withrealm.com/rfp/filling-rfps.md#preparing-questionnaires-and-fill-plan) for more. ### **Multiple tender rounds** When a tender you already bid on comes back, Realm can now use the earlier round in two ways. Tender comparison shows what changed, and Previous round import fills in your earlier answers where nothing changed. #### Tender comparison Open the new project and link it to the earlier one from the project header. Realm suggests the most likely match. A Previous round comparison then appears in the Analysis tab, sorting this round's requirements into changed, unchanged, new and removed, with a summary of what was reworded. If both rounds have a questionnaire, the comparison also shows how many rows changed in each file. Comments your team left last round are checked against the new round, so you can see which ones still need attention. ![A Previous round comparison against Round 1 summarizing 312 requirements as 227 unchanged, 41 reworded, 44 new and 19 no longer asked](https://mintcdn.com/realm/9B55pErEfL1u6Elz/images/product-updates/previous-round-comparison.png?fit=max\&auto=format\&n=9B55pErEfL1u6Elz\&q=85\&s=952915289bf6e4205fbd1ac77f9312b1) You'll find it in the Analysis tab sidebar. See [Tender comparison](https://docs.withrealm.com/rfp/go-no-go.md#comparing-with-a-previous-round) for more. #### Previous round import When you upload a questionnaire, Realm checks it against your earlier RFPs and suggests the closest matches, with a match percentage. Click Import answers and every unchanged question gets last round's answer, confirm status and sources. Changed and new questions are left for you to fill. Imported rows are labeled, so you can see where they came from. You'll find it in the processing view. See [Import answers](https://docs.withrealm.com/rfp/filling-rfps.md#basing-an-rfp-on-a-previous-round) for more. ### **Updates to MCP** Realm works as an MCP server, so a tool such as Claude, ChatGPT or Copilot can reach Realm directly instead of copy-pasting context back and forth. That connection used to search and ask only. It now covers the whole product: search your knowledge base, talk to your agents, create and edit documents, folders, tags, projects and comments, upload, fill and update RFPs, and run your agents and workflows. Every action runs as you, so your tool sees and changes only what you can. There is no API key: point the tool at your Realm domain followed by `/api/mcp` and sign in once in the browser. ![Claude Code connected to Realm, uploading an RFP, filling 94 of its 101 rows from the knowledge base and running a security review workflow from one prompt](https://mintcdn.com/realm/9B55pErEfL1u6Elz/images/product-updates/mcp-claude-code.png?fit=max\&auto=format\&n=9B55pErEfL1u6Elz\&q=85\&s=d4dcf1f6efefa25c123c30eed2b0a190) You'll find the connection steps for each tool. See [Updates to MCP](https://docs.withrealm.com/integrations/mcp.md) for more. **Also shipped** * **A comments panel for questionnaires.** One panel lists every comment thread on an RFP, with filters and resolve or reopen. * **Revert a section to the original.** One menu option restores the questionnaire's original text, with undo. * **An age limit on reused answers.** Admins can stop answers from long-finished RFPs filling new ones. * **Per-member activity in Analytics.** A Users tab shows what each member has been doing, sortable and filterable. * **Alerts for triggers that cannot run.** A broken trigger is flagged with its cause and fix, and its owner is notified. * **Custom statuses for RFP rows.** Add your own review statuses alongside the standard ones. *The full list is always at [docs.withrealm.com/changelog](https://docs.withrealm.com/changelog).* ## September 24, 2026 ## **Product Updates: Improved RFP projects and workload** Three updates to projects, and a new way to see your team's work: * **Improved Go/No-Go**: decide whether a tender is worth bidding * **Suggested documents**: Realm understands what the buyer wants from you * **Creating documents**: write documents directly inside the project * **Workload**: see who is working on what, and when it is due ### **Go/No-Go** Realm can now better help you decide whether to bid. It can be tailored to exactly fit how your company does Go/No-Go analysis. You set the fit dimensions it scores you on, things like legal fit or commercial value, and each comes back with a score and the blockers behind it. Each dimension can have its own set of knowledge, or even search the web to do competitor analysis. Every requirement is checked against your knowledge base, with must-haves weighing the most and anything without evidence raised as an open question rather than a fail. Hard blockers, like a missing certification, are flagged up front. Realm recommends Go, No-go or Improve position, and your team records the real decision. ![A Go/No-Go analysis recommending Go, with the reasoning beside a panel scoring fit dimensions such as Can we bid, Solution and delivery model fit, Customer relationship and Legal fit](https://mintcdn.com/realm/d5O56sb-JSugFvLw/images/product-updates/go-no-go-analysis.png?fit=max\&auto=format\&n=d5O56sb-JSugFvLw\&q=85\&s=c9050064b781e181416ff039fc998a66) Find it on a project's Analysis tab, under Go/No-Go analysis. See [Go/No-Go analysis](https://docs.withrealm.com/rfp/go-no-go.md) for more. ### **Suggested documents** Realm reads the materials in the project and finds the different documents you need to hand in. Click Create on any of them to generate it, upload files, start a document, or link one you already have. ![A project's Files tab listing deliverables and two suggested documents, with the Create menu open on Generate, Upload files, Create document and Existing document](https://mintcdn.com/realm/d5O56sb-JSugFvLw/images/product-updates/suggested-documents.png?fit=max\&auto=format\&n=d5O56sb-JSugFvLw\&q=85\&s=8439397456fe2b4f9ad1d8cacb5bf7e2) Find it under a project's Files tab. See [Document responses](https://docs.withrealm.com/rfp/document-responses.md#drafting-a-document-the-buyer-asked-for) for more. ### **Creating documents** Inside the project, describe the document you want, start from a template, or start blank and write it yourself. Realm writes the document from answers you already have, once you've approved the outline. Find it under Create on any deliverable. See [Document responses](https://docs.withrealm.com/rfp/document-responses.md#drafting-the-document) for more. ### **Workload** The new Workload tab on the RFP list shows who is working on what, and when it is due. View it by person or by RFP. Change task deadlines and statuses right on the timeline. Rows nobody is assigned to are counted, so you can hand them out in a click. ![The Workload tab showing a timeline of RFPs with their owners and deadlines, beside a Waiting for input panel listing each person's rows in progress](https://mintcdn.com/realm/d5O56sb-JSugFvLw/images/product-updates/workload-timeline.png?fit=max\&auto=format\&n=d5O56sb-JSugFvLw\&q=85\&s=a887a83c84adc022983342dea9ef9956) Find it under the Workload tab on the RFP list. See [Viewing team workload](https://docs.withrealm.com/rfp/filling-rfps.md#viewing-team-workload) for more. **Also shipped** * **Partial answers are flagged.** An answer that covers only part of the question says so, and you can filter for those rows. * **One working language per questionnaire.** You set it when you create the questionnaire, and you can still view the original text and export in either language. * **Truer-to-source imports.** Colors, merged headers, hidden rows and Excel checkboxes survive the import. * **Conditional fill with several conditions.** Combine them with all or any. * **Improved UX for regenerating cells.** Redo a single cell, a row, a column or a selection, with your own prompt if you want one, and revert to the original if it isn't right. * **Multiple search languages.** Admins can now configure which languages the knowledge base is searched in, and queries are translated to find content written in them. * **Outline as a data source.** Connect your Outline wiki with an admin API key. * **Native tables in Slack.** Tables in Realm's answers render as real Slack tables. * **Create and edit agents using the sidebar chat.** Describe the agent you want and Realm fills it in for you to review. * **Your own keyboard shortcuts.** Set them in Settings, saved across devices. ## September 4, 2026 ## **Product Updates: Tags, answer profiles, and attachments** Over the past two weeks, we've shipped three major updates to Realm: * **Tags**: choose exactly which knowledge Realm answers from when filling RFPs * **Answer profiles**: different answer styles for different questionnaires * **Attachments**: the right files onto the right rows, faster ### **Tags** Tags now decide what Realm reads when it fills an RFP. Tag an RFP, or pick tags when you start filling one, and the information comes only from material carrying those tags. You can combine several tags, which helps if you sell multiple products and often bid them together. Custom agents used to do this. Your agents are still there for Chat, and an untagged RFP fills against your whole knowledge base as before. The custom instructions the agents carried now live in Answer profiles, see below. We have already been in touch with some of you, and we would love to help anyone else through the switch, just reply and we'll book a short call. ![The tag picker on an RFP row, showing tags like Product A, Product B, and Security available to narrow what Realm reads from](https://mintcdn.com/realm/tnQ4kLnccvi7GKtt/images/product-updates/rfp-tags-picker.png?fit=max\&auto=format\&n=tnQ4kLnccvi7GKtt\&q=85\&s=5f5cd47ab1c3b0e5761815a5b1e9f76c) Find Tags under RFP settings. See [Tags](https://docs.withrealm.com/admin/organization-settings/rfp-settings.md#tags) for more. ### **Answer profiles** You can now set up several named answer profiles instead of one organization-wide style. Each profile sets answer length (Concise or Detailed) and any instructions you give it. Realm follows your instructions more closely than custom agents did, so the tone you set comes through. Your answers read exactly as they did before. There's nothing to set up unless you want different styles for different questionnaires. ![The Edit profile dialog, with answer length, instructions, and a sandbox comparing the saved profile's answer against a draft](https://mintcdn.com/realm/tnQ4kLnccvi7GKtt/images/product-updates/answer-profile-edit.png?fit=max\&auto=format\&n=tnQ4kLnccvi7GKtt\&q=85\&s=eba6598ddf4fe3214ca3e3e719ac23e2) Find it under RFP settings. See [Answer profiles](https://docs.withrealm.com/rfp/answer-profiles.md) for more. ### **Attachments** Questionnaires often ask you to supply a document alongside the written answer: an ISO certificate, an insurance policy, a reference case. Realm now handles those too. Every RFP has an Attachments column. Realm reads what the buyer asked for, works out which rows want a document, and proposes files from your knowledge base. You approve what it picked, swap it for something else, or attach your own, including a file you upload straight onto the row without adding it to your knowledge base first. Realm also learns from your team. When someone has attached a particular certificate to the same question in a past RFP, that one gets offered first. ![The Attachments settings panel with the Enable attachments toggle on and six documents selected as attachment sources](https://mintcdn.com/realm/tnQ4kLnccvi7GKtt/images/product-updates/attachments-settings.png?fit=max\&auto=format\&n=tnQ4kLnccvi7GKtt\&q=85\&s=bccf09e9c1d453f365875d95bbd49c79) Attachments are off by default. An admin turns them on and picks which sources Realm may attach files from in RFP settings. See [Attachments](https://docs.withrealm.com/rfp/attachments.md) for the setup steps. **Also shipped** ### **Filling and assigning** * **Column regeneration.** Regenerate one column across an RFP instead of the whole thing. * **"Approve all rows" follows your filters.** It approves what you are looking at, not everything underneath. * **Bulk assignment.** Ask an agent to set responders and reviewers across many rows at once. * **Answers quote their source.** Chat shows the most relevant part of the document behind an answer. * **Instant RFP mentions.** Being mentioned reaches you right away, and a Slack notification that cannot be delivered arrives by email instead. * **Documents from an uploaded RFP.** Draft a document straight from the questionnaire you uploaded. * **Project archiving.** Put finished projects away without deleting them. ## August 28, 2026 ## **Product Updates: Realm inside RFPs, my tasks, user roles, and RFP analytics** During the past few weeks, we've shipped four major updates to Realm: * **Realm inside RFPs**: ask about the questionnaire you're on and change it without leaving the page * **My tasks**: one place to see the work that's assigned to you * **User roles**: shape organization roles around your team * **RFP analytics**: a dedicated, more detailed view of your RFPs ### **Realm inside RFPs** The Realm agent now opens inside the RFP you're working on to help you get it over the line right there on the page. It explains a given answer or requirement, assigns, edits and approves rows, and gives you feedback on the answers so you can improve them. Most requests are a single sentence: “Assign the whole security section to Johan”, or “Rewrite section 3 shorter and tell me what you changed.” Batch fills come back for you to approve first, and every answer edit is saved as a version you can restore. ![The Realm chat panel open beside an RFP grid, confirming that rows 1-5 were assigned to a teammate](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/realm-inside-rfps.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=d721d5c21b7eb17e58c2f8b165dc6b1a) You'll find it in the top right corner of the RFP view. See [Realm inside RFPs](https://docs.withrealm.com/chat/realm-inside-rfps.md) for more. ### **My tasks** The RFP list now has a My tasks page, showing only the questionnaires and Document responses where you have open work: how many items are assigned to you, the RFP's deadline and your own. ![The My tasks tab on the RFP list, showing each RFP's status, deadline, number of items assigned to you, and owner](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/my-tasks-list.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=d48a29a96641ae3121c1cf6c224ce10a) Open one and you get your own rows that aren't approved yet, with the question, answer and sources side by side, so you can work through them without opening the full RFP. ![A single RFP opened from My tasks, filtered to your unapproved rows with question, answer, quality, sources and review status side by side](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/my-tasks-rows.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=a493e2a34dbce5ef0f3517ca0e508964) One glance and you know what to do next, even across several RFPs. Find it next to the RFPs tab on the RFP list page. See [My tasks](https://docs.withrealm.com/rfp/filling-rfps.md#my-tasks) for more. ### **User roles** Organization roles are now yours to shape. There's a new Owner tier with access to everything, and everyone who's an admin today becomes an Owner, so nobody loses access. ![The Roles and permissions settings page listing the Owner, Admin, Member and Collaborator roles with a Create role button](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/roles-and-permissions.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=b08d403513c84523c67f29b91c105dc8) The four standard roles are fixed, but custom roles let you decide exactly what someone can do - whoever looks after your data connections can be given just that, and nothing else. Create roles under Roles & permissions in your organization settings, and assign them when you invite someone. See [Roles](https://docs.withrealm.com/admin/members-and-roles.md#roles) for the full list of permissions. ### **RFP analytics** Analytics has a new dedicated RFPs tab for admins, charting RFPs started and completed, filled cells, RFPs per owner, rows per assignee, and average completion time. ![The RFPs tab in Analytics with bar charts for RFPs started and completed and for RFP filled cells](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/rfp-analytics-charts.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=de870c5f8f833089d4be3c1cb297c649) The number worth watching is rows approved without edits: of the approved rows that got a generated answer, the share your team accepted as they were. When it drops, your knowledge base has probably thinned out on some topic. ![Summary cards for rows approved without edits and average completion time, each compared against the three preceding periods](https://mintcdn.com/realm/Q-lw1btmXqlfwJJp/images/product-updates/rfp-analytics-stats.png?fit=max\&auto=format\&n=Q-lw1btmXqlfwJJp\&q=85\&s=373d1e91babdb20d83ef79c9dea5c981) “Export RFP metrics” downloads all of it as a CSV, for when you want to show how much faster your RFPs are getting, or take the numbers to a board update. You'll find the tab in Analytics - see [RFP analytics](https://docs.withrealm.com/admin/analytics.md#rfp-analytics) for what each breakdown covers. **Also shipped** ### **Filling and assigning** * **Smarter questionnaire imports.** Answering instructions buried in Excel, CSV, Word and PDF files are now picked up, every sheet is kept, and headings and notes are no longer treated as questions. * **Regenerate one row your way.** Hover a row number, choose regenerate, and add instructions for that row alone. * **More flexible conditional fill.** Combine several conditions with "all" or "any" matching, and pick values from dropdowns built from the column's existing options. * **Assign with prompt can now unassign.** "Reassign everything assigned to Sam to Priya" works, with removed people struck through in the preview. * **No more lost answers when editing a cell.** Opening the editor on an answered cell shows the existing answer, so typing edits it instead of starting blank. * **Change RFP settings at any time.** Language, deadline, tags, reviewer columns and fill instructions are all editable after creation. ### **Answers and exports** * **Lists and spacing survive export.** Typing "- " makes a real bullet list, nesting is preserved, and deliberate blank lines stay put. * **Clickable links in answers.** URLs become links automatically and keep both the text and the address in spreadsheet exports. * **Manually added answer columns now export.** They come through with their generated content, which they previously did not. * **Cleaner Word and PDF exports.** Pre-filled answers are no longer injected into question text, and translated questions are no longer written out as answers. * **Spreadsheet RFPs look like the original.** The fill table reproduces the uploaded file's own color coding, including cell fills, font colors and emphasis. * **Sources stay after you edit an answer.** The sources from the original generation remain, with a note that the answer was edited afterwards. * **More trustworthy answers.** Realm no longer assumes premises its sources do not support, and citations reflect only the sources that directly back the answer. ### **Your knowledge base** * **Very long documents are searchable in full.** Documents too long to index in one piece are now indexed completely. * **Large spreadsheets sync instead of stalling.** Big workbooks convert quickly, and empty cells no longer show up as the word "undefined". * **SharePoint links from Office now work.** Document links copied from Word, Excel or PowerPoint Online resolve and sync. * **Synced content no longer disappears.** SharePoint documents survive a sync interruption, and saving a website source with a blank include or exclude pattern no longer deletes its indexed pages. * **Steadier syncing everywhere.** Better handling of temporary access failures across Slack, Confluence, SharePoint, OneNote, Jira, Teams, Salesforce, Coda and websites. ### **Agents** * **Agents use the connectors attached to them.** An agent restricted to specific folders now also searches its own attached connectors. * **Agents can create files in OneDrive and SharePoint.** This used to fail. * **Reliable file artifacts.** Ask for a deck, document, spreadsheet or PDF and get back a normal editable file. * **Data analysis switches on by itself.** The separate setting is gone. ### **Everything else** * **Shared RFP ownership.** A new "Any member can manage RFPs" setting, and co-owners on individual RFPs. * **Long chats open instantly.** Newest messages show straight away, earlier ones load as you scroll up. * **Chat and search history in a side panel.** A collapsible sidebar instead of an overlay, so your conversation stays visible. * **One-click previews across Search and Chat.** Citations, sources, results and recent files open in Realm's preview. * **Smoother tool approvals.** Approval cards stay readable, and final answers include what connector actions and code execution found. * **Customizable keyboard shortcuts.** A settings page listing every shortcut, where you can record your own. * **Download all project files at once.** A Download files button in the project header. * **More resilient chats and coding sandbox.** Chats recover when a model provider is slow, and the sandbox handles large outputs and interrupted runs better. * **Fixed a crash on large RFP projects.** No more "Maximum update depth exceeded", whatever the number of answered cells. *The full list is always at [docs.withrealm.com/changelog](https://docs.withrealm.com/changelog).* ## August 3, 2026 ## Document RFP responses Not every RFP is a spreadsheet. With Document RFP responses, you can now answer narrative RFPs in a full document editor, from first outline to final export, right next to your questionnaires and projects. #### From RFP to draft in minutes Upload the RFP and choose Document. Realm reads the request and proposes a response outline you can refine in chat. When the structure is right, draft the full response in one click, in the language you choose, with the agent you choose, grounded in your company knowledge. #### Write it together The editor is built for teams: edit together in real time, leave comments and assign them as tasks, review AI-suggested edits before accepting them, and keep track of versions, deadlines, and status as the response moves toward completion. #### Export anywhere When the response is ready, export it as PDF, Word, Markdown, or straight to Google Docs. Bring your own Word reference document to apply your company's branding and styling on the way out. #### Reuse every win Opt a completed response into your answer library with a single click, and Realm will reuse its content to answer future questionnaires and chats. ## July 29, 2026 ### Realm Design System v2.0 A shared foundation for building better product We've given the whole app a fresh look. A rebuilt design system brings cleaner typography, refined colors, and consistent spacing to every screen, so Realm feels calmer, clearer, and easier to work in. #### A refreshed design system Every surface now draws from a single set of design tokens for color, type, and depth. The result is a more coherent interface where buttons, inputs, menus, and cards all look and behave the same way, wherever you find them. #### Clearer navigation The sidebar and top-level navigation have been polished for quicker orientation, with tidier icons, gentler hover and selection states, and better contrast so you always know where you are. #### Sharper light and dark modes Both themes were re-tuned for comfortable contrast and consistent borders and rings, so text stays legible and interactive elements stay obvious in any lighting. ## March 3, 2026 ### **Tools for Realm** You can now use tools with the main Realm agent. This means that you can for example enable the Google Calendar tool and ask Realm to schedule a meeting for you - previously you would have had to create a new agent with access to the tool. You can toggle which tools Realm can use from the capabilities menu in the chat bar. ### **New response modes: Fast, Auto, and Research** You can now toggle between three distinct modes in chat to optimize for speed or thoroughness: * **Fast:** Optimized for fast responses. Searches for relevant sources and gives you and answer. Best for simple questions or quick summaries where speed is the priority. * **Auto:** The default mode. Realm analyzes your prompt and automatically selects the best model and processing depth to give you the most accurate answer efficiently. * **Research:** The same research mode you already know and love. In this mode, Realm will perform multiple searches, analyze various documents, and synthesize a comprehensive response. ### **Improved designs for Agents and Admin** We’ve updated the user interface for Agents, Triggers and the Admin and Settings pages. ### **Answer Quality for RFPs** When filling out RFPs, Realm now also checks the quality of the answer given, judging it based on three criteria: Trustworthiness (did the answer come from a trusted source), Completeness (does it completely answer the question), and Sensitivity (is the answer a customer-specific topic, like pricing, involve legal issues, etc). It also includes an explanation why these scores were given. Use these scores to point you to answers that should be checked by a human! ## February 10, 2026 ## **Tools, Realm App & Voice dictation** ### **More granular tool settings** We’ve added more granular controls for how your agents use tools. When creating agents you can now: * Define which specific actions an agent is allowed to perform—for example, allowing an agent to add internal notes to Freshdesk tickets without giving it the power to create new ones. We’ve also added an "Ask before running" setting, which requires manual user approval in chat before an agent executes a specific action. * Set preset parameter values for tools, such as a designated Slack channel or a fixed Salesforce field, ensuring the agent always uses those values. ### **New connectors and tools** We’ve launched two new data connectors and two new tools: * **Google Drive Tool:** Realm can now create and edit documents, slides and spreadsheets in Google Drive. * **Google BigQuery Tool:** Realm can now query data from BigQuery. * **Chorus Connector:** You can now sync Chorus call transcripts to Realm. * **Clari Connector:** You can now sync Clari call transcripts to Realm. ### **Realm App** You can now install Realm as a Progressive Web App (PWA). This provides a more seamless, app-like experience on both desktop and mobile. By installing the PWA, you can launch Realm directly from your dock or home screen and use Realm in a dedicated window. The app is available for users using Chrome. ### **Voice dictation** We’ve added a new voice dictation feature to the chat. Simply tap the microphone icon to dictate your prompts; Realm will transcribe your voice and send it to the agent. ## November 1, 2025 ## **Agents: Tools, Actions & MCP** We're launching the next major evolution for Agents in Realm: Tools, Actions, and Model Context Protocol (MCP) support. This release marks the first time Realm gains the ability to not just retrieve knowledge, but to create information and take action in external systems. It's a significant step toward a future where collaborating with AI agents will be as natural as handing off a task to a human colleague. ‍ ### **Tools and Actions: Agents that do tasks for you** ‍ Tools and Actions enable agents to perform tasks in external systems, such as updating a HubSpot deal, creating an email draft in Outlook, or adding a comment to a Freshdesk ticket. ‍ Realm admins control which Tools are made available to the organization. For this initial release, we support the following integrations: HubSpot, Salesforce, Gmail, Google Calendar, Outlook (email + calendar), Slack, Freshdesk, and GitHub. We're actively working on adding more. ‍ Each Tool comes with a pre-selected list of Actions, like "Update Salesforce Account" or "Create Google Calendar Event", that agents can perform. ‍ ### **Giving agents access to tools** ‍ Once a Tool is configured in your workspace, you can make it available to specific agents. You can add multiple Tools per agent, giving each one access to all Actions associated with those Tools. ‍ For best results, provide clear instructions on when and how the agent should use Tools. The recommended practice is to tag Tools (e.g., @Slack) in the appropriate places within your agent's instructions. ‍ ### **Model Context Protocol (MCP) support** ‍ In addition to our native Tool integrations, admins can now connect Realm with any application that offers an MCP server. MCP is an open standard that enables AI systems to securely connect to external data sources and tools. ‍ Since MCP servers typically offer a wide range of Actions, you may want to limit which Actions are made available to maintain control and clarity. ‍ ### **What you can build** ‍ This is the first version of Tools and Actions, and we're excited to see what you create. Here are a few examples from our internal testing, many of which combine Actions with Triggers: * Check my calendar every evening and send me a Slack message with notes about tomorrow's external calls. * Whenever a HubSpot deal moves to "Closed Won" or "Closed Lost", automatically fill out the Win/Loss Reason field. * Retrieve usage data from Posthog (via MCP) and send a weekly update to a designated Slack channel. * For any new support tickets in Freshdesk, post an internal note containing an analysis of the issue, similar past tickets, and a suggested resolution path. ## ## October 1, 2025 ## **Agents: Runbooks, triggers & Slack output** Today marks the first major step in evolving Realm into a true Agent platform. This release introduces the core components necessary to build fully autonomous, workflow-driven AI agents that operate across your entire revenue stack. ‍ ### **Runbooks: Define agent logic** ‍ Runbooks define how your agents think and work. They allow you to move beyond simple Q\&A and build complex, multi-step workflows. ‍ You can write detailed, step-by-step instructions, reference specific documents or tools, and use variables like \{\{Customer}} to personalize the execution. ‍ For example, a QBR Prep Agent can now automatically gather context, pull data from your systems, and prepare a briefing by following your written logic one step at a time. ‍ ### **Triggers: Automation on schedule or event** ‍ Until now, agents required a manual query to run. With Triggers, your agents can now start automatically based on a recurring schedule or specific events, turning passive knowledge into active execution. ‍ This enables powerful automation, such as: * Running a Competitor Intelligence Agent every Monday morning to generate a briefing on key competitors. * Activating a Demo Request Agent instantly whenever a new message appears in a designated Slack channel to research the prospect immediately. ‍ ### **First action: Slack output** ‍ While Runbooks enable step-by-step instructions and Triggers allow them to run automatically, Actions are the missing piece that enables agents to perform tasks within your connected tools. Our first action allows agents to post messages directly in Slack. For instance, the Demo Request Agent can automatically post a full prospect briefing to a channel immediately after a new request is detected. This is only the beginning. We will be expanding Actions in the coming weeks. ‍ ### **Introducing agent templates** To help you get started quickly, this update includes 15 pre-built agent templates. We’ve created these templates so you can replicate, edit, and deploy them immediately within your team. You can duplicate and customize them for your specific needs, and we will continue to expand this library as we grow our agent capabilities. ## August 28, 2025 ## **Research, workflow improvements & GPT-5** ### **Research** Research is a powerful new mode that lets Realm analyze your company's knowledge in depth and answer your most complex questions. ‍ In Research, Realm creates a plan, reads a vast amount of sources, hones its approach based on information it encounters, and finally pulls together a comprehensive report that might take human hours to produce. ‍ Users who have tried Realm have reported that it's extremely powerful for use cases such as: * Analyzing a large amount of CRM data * Summarizing everything that's been discussed regarding a topic * Finding deeply buried results that you suspect Realm might not typically surface ‍ ### **GPT-5** OpenAI's GPT-5 is now available in Realm. You can talk to the model itself and build Assistants that use it. ‍ ### **RFP workflow: PDFs, improvements** We've made several improvements and additions to the RFP workflow: ‍ * PDF and Docx RFPs are now supported. Note that the feature still works best for RFPs with a clear list of questions. It isn't really intended for completely free-form proposals. * You can resize columns for better readability * We've fixed an issue where the parsing would previously drop some data validation fields in Excel RFPs * The UI is more polished than before * You can now assign a Reviewer who must check answers before they are approved. ‍ ### **Improved Assistant-creation flow** We've redesigned the Assistant-creation page. This should particularly help new users who are creating their first Assistants. The page now better explains how to use each configuration. ‍ We've also added the option to auto-generate a prompt using an LLM. This is an excellent way to draft an initial prompt that you can then edit and polish manually. ‍ Additionally, you can now organize Assistants with labels. Think "Sales", "Marketing", or "RFP Assistants". ‍ ### **Data Analysis improvements** Did you know that, if you upload a spreadsheet to Realm, Realm can write code to analyze it? The same also works in Research – ask Realm to find a given spreadsheet and analyze it. ‍ Previously, Data Analysis tended to generate multiple unnecessary copies of the same graph. We've now fixed this, and you should see a single graph. ‍ ### **Gong connector out of beta** The Gong connector is now out of beta. Realm can now also connect your Salesforce and HubSpot data with Gong. This allows you to see which companies and deals are associated with your Gong calls, providing a more complete picture of your customer interactions. ## June 16, 2025 ## **RFP workflow, API & new connectors** ### **New RFP workflow** RFPs, RFIs, and RFQs have always been popular use cases for Realm. Now, we’ve launched a dedicated feature for them that lets you automate responses with AI, collaborate with your team to polish the work, and repurpose the work in future RFXs. ‍ New features include: ‍ * Tabular UI – work with spreadsheets directly inside Realm. * Collaboration – assign questions for colleagues to review. * Editing – edit AI-drafted answers. * Approvals – approve finalized answers. * RFP knowledge base – completed RFPs automatically become part of your knowledge base. ‍ For the time being, the feature requires the RFP to be an XLSX or CSV file. ‍ ### **API** The new Realm API allows you to build use cases on top of Realm’s infrastructure and to integrate custom data into Realm. ‍ The key features are: ‍ * **Assistants:** Call on all models and Assistants available in Realm from outside the product. * **Push Knowledge:** Push knowledge to Realm from external sources using the API. ‍ ### **Make Realm new tab page in your browser** The Realm Browser Extension allows users to access Realm from anywhere in Google Chrome and Microsoft Edge. Now it’s also possible to set Realm as your new tab page. In addition, we’ve also made speed and stability improvements to the extension. ‍ ### **New connectors** We’ve launched three new connectors in the past few weeks: * **Coda**: You can now connect your Coda documents to Realm. * **Gong (beta)**: You can now sync Gong call transcripts to Realm. * **Personal Google Drives**: You can now sync data from your personal Drive to Realm, not just Shared Drives. ‍ ### **Improved CRM connectors** Over the past few months, we’ve been working to improve our Salesforce and HubSpot connectors. You should notice improvements in the accuracy and depth of answers that you get when Realm is quoting your CRM. In addition, we now have complete support for syncing custom properties/fields from Salesforce and HubSpot. ‍ ### **More robust file uploads** File uploads can now handle hundreds of files without issues. ‍ ### **New models** The latest models are always available in Realm. Recently, we’ve added, for example, o3, o4-mini, Claude Sonnet 4, GPT-4.1, and Gemini 2.5 Pro. ‍ ### **Onboarding flow** We’ve updated the onboarding flow to include a more thorough overview of the features available in Realm. ‍ ### **SAML Single Sign-on** SAML SSO is now available. Admins can configure any SAML 2.0-compliant identity provider (Okta, Azure AD, OneLogin, etc.) for enterprise single sign-on to simplify user management and enhance security by centralizing authentication. ‍ ### **Select anything with @** In Chat, you can now use the shortcut @ to select anything: a particular assistant, documents to reference, or sources to filter by. ‍ ### **New rich-text editor** Assistant inputs now support rich text: **bold**, *italics*, bullet points, and more to help you write more structured and richer prompts. ‍ ### **Upload images** You can now upload an image and ask Realm Assistant questions about it. Realm can understand both what the image is (*a bug report*) and what the image says (*a user is saying that our login is broken*). ‍ ### **Faster, more robust syncs** We’ve done a lot of work recently to make our connectors keep data fresh faster and more reliably. You should notice that new documents and edits to existing documents are reflected in Realm much faster than before. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.