5/26/2026 Release Update

IMPROVED: 

Data and AI Platform

🚀 Order Automation processing is more reliable for longer messages
Longer and more complex messages and documents are now processed in smaller chunks behind the scenes when using AI processing, with reduces failed processing jobs for large inputs. 

Growth Hub

🚀 Custom Fields import and export now generally available
Custom fields for contacts and companies are now generally available for all Growth Hub customers. You can include custom field data in your contact imports and exports, making it easier to keep Prokeep in sync with your existing records and workflows. The improvements in this release complete that support. Details on the following improvements are below: 

🚀 Custom field values now included in contact export
The contact export CSV now includes a column for each active custom contact field. Column headers match the field names used in import templates, so you can edit exported data and re-import it without renaming columns. Disabled custom fields aren't included, and blank cells appear where a contact has no value for a field.

🚀 Import and update flows now show custom fields in help text
Custom fields are now reflected in the help text for contact and company imports and updates. In the Update flow, both contact and company custom fields are always listed. In the Import flow, company custom fields only show up when company data is included in the import. Guidance now matches what's actually in the flow.

🚀 Company custom fields added to import template reference sheet (Bridge admin only)
The company reference tab in the Bridge contact import and update template now includes custom company fields. TAMs preparing imports that include company data can see custom field definitions directly in the template.

BUG FIXES:

Order Automation

🔧 Completed orders can no longer have line items added
A bug allowed line items to be added to completed orders through the product recommendation flow. Completed orders now stay locked after finalization.

🔧 Email attachment scanning now processes reliably
Email attachments were not being scanned consistently, which caused intermittent processing failures. Attachments submitted with email orders are now scanned reliably across all environments.

Data and AI Platform

🔧 Quote suggestions no longer appear on non-order messages
Order Automation was surfacing quote suggestions on non-order messages — like a customer replying "thanks" or "can wait." AI intent classification has been improved to better tell order messages apart from general replies. Counter reps will no longer see unexpected quote suggestions on threads where the latest message isn't an order.

🔧 Email attachment processing failures now recover automatically
Intermittent failures when processing email file attachments — caused by dropped connections, server errors, or AI service quota limits — were previously failing silently. Retry and backoff logic has been added so these failures recover automatically. Order Automation users submitting orders via email with PDF or image attachments will see more consistent extraction results.

Growth Hub

🔧 Feedback details now load correctly from the dashboard
Viewing feedback entries through the Growth Hub dashboard wasn't loading the detail view correctly for certain users, and the reply button wasn't working for email-only contacts. Both issues are fixed. Users can view full feedback details and reply to email-only contacts without problems.

Prokeep

🔧 Contact creation API returns a clear error for invalid company ID format
When creating a contact via the API with an invalid company identifier, the request previously caused an unhandled server error. The API now checks the format before processing and returns a descriptive 400 error when the value is invalid. Integration partners can more easily diagnose and correct this type of request.

🔧 Bridge user edit now shows assigned groups correctly (Bridge admin only)
When editing a user profile in Bridge, groups already assigned to that user weren't appearing as selected. TAMs adding additional groups couldn't see existing assignments, creating risk of accidentally removing them. User profile edit now correctly displays all assigned groups.