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Documentation Index

Fetch the complete documentation index at: https://learn.getodin.ai/llms.txt

Use this file to discover all available pages before exploring further.

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New Features

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Autopilot

Autopilot is the new assistant experience on the dashboard: a dedicated chat-style surface with New Chat, context for what you’re working on, and clear status—so you can ask Odin questions and drive work without leaving home. Open it from the floating Autopilot control where your layout supports it (Cmd+Shift+C), or start from your default project when your team is set up that way. Templates help you kick off common Autopilot flows, and the experience is styled consistently across themes—including Odin Composer v2 integration, platform toolkit additions (e.g. YouTube upload/registry for Autopilot), and chat/UI polish (scrolling, navigation, SSE hardening).

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Tool Descriptions in the Builder

Workflow and agent steps can now show richer tool descriptions in the UI, including the trigger config panel, with tool names synced from the backend where applicable.

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Connect Another OAuth Account

For OAuth-based toolkits, use Connect another account to link additional identities without replacing your existing connection. Test Connection for OAuth toolkits is also more reliable on both frontend and backend. Sign-up and login now support configurable consent copy, SSO for Odin, and shared Odin terms so policies and branding stay aligned with the rest of the product.

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License and Billing Visibility

Team-based license expiry behavior and a license validity view on billing make plan status and limits easier to see.

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Database Toolkit Write Permissions

The database toolkit includes clearer write permission handling for safer automation against your data.

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Vault-Aware Toolkit Configuration

Toolkit connection fields can now use vault-backed secret inputs so sensitive values are not stored or shown as plain text in the UI. Vault-backed variables can feed datastore cache and toolkit connections on the backend.

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Project Export (Modal + KB Skip)

Project export uses a dedicated modal flow, with an option to skip knowledge base export when you only need configuration and metadata. Super Admin template export validation also counts dict-shaped agents correctly.

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Chatbot Widget: Resizable Window & SSO

The embedded chatbot widget adds a resizable window, popup-based SSO, alignment with the main app’s SSO checks, and Supabase integration where used for email capture. Public chatbot feedback controls are restored where applicable.

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New and Expanded Toolkits

  • Amazon S3, Trello, and Zoho CRM toolkit surfaces aligned with backend registration.
  • Google Calendar and Google Forms v2 for Automator, with OAuth reconnect where needed.
  • Facebook Pages, File Helpers, and Odin Tools migrated toward v2; v2 migrator for Odin Tools.
  • Duplicate Sheet (Google Sheets), newer Jira toolkits, and Slack UI updates (channel search / message search arguments).
  • Crypto toolkit UI (HMAC Signature tool) and Notion step UI refinements (custom API call form).
  • Zoho People: leave management tools and pagination notes on employee listings.
  • Fetch metadata tool for the KB toolkit; optional metadata-based filtering configuration.
  • GitHub tools: filters on list pull requests and date filtering.
  • M365 toolkits: ongoing refactor of remaining tools for consistency.

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Templates & Installation

Project name prompt when installing a template; templates info surfaced in Super Admin; templates info page in the app.

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Images in Chat & Composer

Image upload, paste-to-upload, and images in chat for the Composer and dashboard flows.

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Roles & Permissions

Role UI adds upload_files and run_tools chat permissions so you can govern file uploads and tool execution per role.

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Per-User Python Sandbox Isolation

Project settings support optional per-user isolation for Python sandboxes (UI + backend), configurable per deployment.

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Project & Team Administration

  • Project ownership transfer and related user/project management improvements.
  • Team Admin entry on the user dashboard; APIs expose team owner and team admin views; admins can inspect team logs where enabled.
  • Restrictive SAML team/project assignment rules, optional continuous SAML-based reassignment, and safer handling when deleting users who own projects or teams (transfer/cleanup).
  • Target project ID and workflow request metadata propagated for agent/workflow creation and tracing.

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Analytics & Feedback

  • Liked/disliked messages in the analytics feedback tab with backend endpoints and date defaults.
  • Agent interactions tab for reviewing agent activity.
  • Chat audit UI hooks where the feature flag allows.

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MCP Servers

API key authentication for MCP servers, New Relic quick-add, and backend fixes for MCP OAuth and tool inputSchema handling in custom models.

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Knowledge Base: Decryption & Downloads

Definable decryption for KB items (UI + backend endpoints). Direct download flows use new download endpoints without exposing raw storage URLs where applicable.

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Improvements

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Autopilot & Dashboard

  • Default project behavior and navigation tuned so Autopilot fits naturally into the dashboard workflow.
  • Context-aware search and chat ID / agent ID context in relevant surfaces.
  • Sidebar defaults and overflow fixes in v2 layouts; font and personality copy tweaks.

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Chat & Widget

  • Streaming: Auth stays aligned across multiple chats; latest messages load via the GET chat API for anonymous and signed-in users.
  • SSO: The widget uses signInWithToken where your IdP requires it instead of custom-token sign-in.
  • On-prem: Fewer cases of empty chat on first login and more reliable agent mode toggles right after sign-in.
  • Project switching: Less chance of stale chats and agents when changing projects.
  • Citations & PDFs: document_id passed to the document chunks API for tighter filtering; better behavior in long replies; PDFs can use page-based citations where configured.
  • Smart tables: Right panel limits visible smart-table tabs with a +N more dropdown; ToolEditView and smart table polling improvements; clone/import column alignment fixes.
  • Final output: Unicode decoding in response data and removal of duplicate blocks.
  • Layout: Layout lifted in project routes so the sidebar does not unmount on navigation.

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Knowledge Base & Themes

  • Optional hide download CTAs for KB items when your theme disables downloads.
  • Custom searchable metadata and external link metadata on items; hook to direct download endpoints.
  • Crawler can use Crawl4AI (V2) instead of Diffbot (V1) where configured; delete_crawler cleans KB entries and session state more reliably.

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Data Store, Builder & Tools

  • Data Store tab: Flow and run scope, vault download auth, and dependency fixes reduce run-scope fetch loops and broken panels after large merges.
  • Automation Anywhere: Get Bot Status default timeout increased from 4 hours to 24 hours for very long bot runs; success/failure status constants aligned on the backend.
  • JsonBuilder: Fewer cursor jumps in the code editor and better Japanese IME in GUI value fields.
  • API tools: Parameter name casing preserved in action metadata; ui_form keys map to parameters case-insensitively on the backend; workflow JSON import unwraps tool_data correctly.
  • SQL: Clearer query input UX and fixes for duplicate response data.
  • Google Sheets: Variable input for insert row dynamic columns.
  • Python tools: Auto-detection of parameters when signatures contain # comments; path and download URL fixes.
  • MCP: Attached Tools shows a correct MCP server count on the General tab.
  • Web search toolkit: Naming and layout aligned with the current toolkit design.
  • Multi-tool runs: User confirmation path refactored on frontend and backend.

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Security & Privacy

  • Agent builder stops exposing download configuration in a way that could leak API keys in exports or previews.
  • Reduces sensitive data in URLs and related UI.
  • A public project disables restrict chat; you cannot enable both at once, avoiding inconsistent access settings.
  • Hardened file handling (SSRF, size limits, streaming) on the backend for YouTube/downloads.
  • SANDBOX_PATH_WHITELIST and related sandbox path controls on the backend.

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Automator & Custom Models

  • Continued migration of the PDF Automator piece toward v2.
  • Custom LLM: Support for Google AI-style message formats, non-streaming mode, and Anthropic tool-call shapes (including retry behavior) in the UI and backend.
  • Automator auth tokens now have a 24-hour expiry on the backend.
  • Automator v2 clone behavior, clone_warning messaging, and Firebase copy skipped when disabled.
  • WhatsApp configuration updates for agent use on the backend.

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Billing & Admin

  • Super Admin: CSV/XLSX export for LLM metrics and usage dashboards (frontend + export endpoints).
  • Project settings: HTML preview can be enabled per project (model + API) so HTML-oriented behavior stays consistent in chat and citations.
  • Super Admin analytics graphs and provider config modal updates.

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Platform

  • E2B sandboxes: Reused sandboxes validated before commands; Python step results parsed when stdout is raw JSON; proxy downloads with correct Content-Type; optional template passed when creating sandboxes where supported.
  • Triggers & scheduling: Invalid timezone values normalize to UTC; Office 365 email triggers handled in scheduler; no infinite retry on unknown email_office365 types; Outlook attachment double-encoding and HTML body fixes.
  • Tasks & workflows: Valkyrie async fixes; branch/conditional ordering and port/index fallbacks; nested loop timeouts; task_retry and page_mapping errors resolved; Smart Table tool name mismatches fixed.
  • Knowledge & search: Cosine distance for vectors; HTML uploads ingested as markdown; Japanese and non-ASCII KB search; hidden files filtered from KB listings; chunks filterable by document_id; image/binary uploads without bogus UTF-8 decode errors.
  • Google & OAuth: Google Sheets fewer forced logouts on token expiry; narrower scopes for Drive KB connector; Office 365/Outlook/SharePoint OAuth flows aligned including SharePoint folder URLs.
  • SSO / integrations: Relay state and AAI IdP behavior; custom entity ID for generic SSO; fewer consent loops for Dynamics 365 and Microsoft Teams; Okta unsolicited login handling.
  • Usage & reporting: Pagination on enterprise usage APIs; token, Valkyrie, and anonymous usage in reports; timestamp filtering and clamps for projects.
  • Credits & extraction: Extraction overhead removed so totals track model-line usage more directly; credit conversion and formula documentation updated.
  • Security & ops: Configurable SSRF protection; 403 vs 401 for permissions; impersonation controls and super-admin guardrails; SSE and Supabase Realtime connection fixes; Celery retries and pool updates.
  • Email: Password reset template updates; Outlook light-theme fixes for headers and CTAs.

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Team Branding on the Landing Page

Team branding (logo and theme) extends to the landing page in agent mode for a consistent first impression.

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Resolved Issues

We addressed additional issues to improve stability and polish, including:
  • Chatbot widget SSO popup interval cleanup and token-based sign-in edge cases.
  • Data Store and vault file download regressions after large merges.
  • Citation and inline citation quirks in certain customer themes; cross-project KB chunk mix-ups mitigated on the backend.
  • Document chunks UI infinite loop in edge cases.
  • Two-byte / Unicode input in tables and forms.
  • Invite link copy when the clipboard API is unavailable.
  • CDN/compression blocking SSE streams on the backend.