Multi-turn chat citations, Calculate-First foot/crossfoot, OCR durability, and more

Copilot Chat

Citation continuity across conversation turns: when the AI cites document evidence with numbered references like [1] or [2], those source links are now carried forward into follow-up exchanges — the AI can correctly refer back to previously cited content in multi-turn conversations without losing context
Copy and download controls on AI tables: markdown tables in AI responses now include a toolbar to copy or download tabular data directly, eliminating the need for manual selection
Built-in product coaching: ask the copilot where to find any platform feature and it will describe what it does and guide you to the right page — the full platform layout is now part of its context in every chat mode

Filters persist across engagement switches: search queries and active filter selections now carry over when switching between engagements in the same browser session; assignee and category filters are automatically reconciled against the new engagement's valid values, with unrecognized values quietly dropped

Calculate-First mode for foot/crossfoot validation: draw all operands on the PDF first, then apply the result to a cell — an alternative to the standard flow; footer action buttons (Save, Reset, Apply Valid/Exception) stay pinned and accessible while scrolling the calculator panel
Assignment focus mode: when the system cannot automatically link a drawn operand to its row and column in the table, the calculator collapses and a focused card guides you step-by-step to draw the row and column headers in the PDF to complete the link; the calculator re-expands once the link is resolved

Task properties update live from AI chat: status, priority, due date, assignee, and category now reflect changes made via AI chat in real time — no page refresh needed
Description stays current without refresh: the task description editor automatically remounts when AI chat updates the content externally, so edits appear immediately

OCR is resilient to server interruptions: OCR processing now runs as a durable background job — if the server restarts mid-upload, the job is automatically picked up and completed on another node; duplicate OCR requests for the same file within 5 minutes are deduplicated; files no longer get stuck in a failed state due to transient server issues
Formula cells export as live Excel formulas: cells whose value starts with = are written as real Excel formulas in all .xlsx exports — values calculate automatically when the file opens; number formatting (currency, date, number) is applied based on the column's data type
Testing attribute columns are visually distinct: columns used for testing procedures now display with a blue header background and bold centered label, always appearing as the rightmost columns within their datasource group for quick identification
Automation output reliability improved: AI-generated text in match and testing attribute automations is sanitized before saving, preventing rare write failures caused by edge-case characters in LLM outputs