Release Notes 2-2-2026

Release Date: February 2, 2026 Status: Ready to Deploy

This release marks a significant transformation in the platform's architecture. We are introducing a fully autonomous AI Agent System, a universal Drip Automation Engine, a new interactive Calendar View, and a massive infrastructure overhaul regarding Record Triggers.

🚀 Major Features & Epics

1. The Valstorm AI Agent System

Epic: E-5cc9d0d0 | Related: NF-a8ed8999, NF-17f279ca

We have moved beyond simple chatbots to fully autonomous Agents capable of multi-step reasoning ("ReAct" loop) and executing tools within the system.

  • Autonomous Agents: We introduced the AiAgent data model. Admins can now configure specific personas (e.g., "Sales Assistant") with defined system prompts and allowed tools.
  • Multi-Step Reasoning: Agents can now chain actions. For example, a single user request can trigger a query, followed by an analysis, followed by a record update.
  • Human-in-the-Loop: Critical actions (like update_records or send_email) now trigger a "Confirmation Card." The AI pauses and waits for user approval before executing dangerous tools.
  • Persistent Chat History: Conversations are no longer ephemeral. We introduced AiChat and AiChatMessage collections to store history, allowing users to switch between active sessions and resume automations.
  • Flow Builder Integration: A new "Run Agent" Node allows you to drop these AI personas directly into automation flows.

Examples

  1. The Data Visualization Agent: This agent takes your question about your valstorm data then provides the code to generate charts and tables. The code is meant to be saved as a Function, then used in the App Builder to display real time data from your system in the most flexible manner. This is essentially a Business Intelligence tool akin to Domo, Databricks, Google Looker, and more but with much more flexibility.

2. The Universal Drip System

Ticket: NF-ffef12a7

We have launched a massive new engine for sequential automation. Unlike standard "email" or "sms" drips, the Valstorm Drip System is object-agnostic and can orchestrate any platform action—running AI Agents, executing Python scripts, generating reports, or triggering Flow Builder automations—over a time-based sequence.

  • Drip Definition (The Blueprint): A new configuration object where you define the timeline (Step Configuration), the logic source (Automation vs. Code), and the "Exit Conditions" (rules to automatically stop the drip, e.g., if a Status changes to "Won").
  • Drip Enrollment (The State): Tracks a specific record's progress through the sequence. It manages the lifecycle (Active, Paused, Exited, Completed) and handles the auto-scheduling of the next step based on the definition's delay rules.
  • Infinite Possibilities: Because the logic source is flexible, this system supports complex, multi-modal campaigns.
  • Example 1: Day 1: Send Text -> Day 3: AI Agent scans for reply -> Day 7: Generate PDF Report.
  • Example 2: AI-Powered Sales Nurture Step 1 (Day 0): Automation: Send "Intro Email" with a scheduling link. -> Step 2 (Day 2): Automation: Send SMS: "Hi [Name], just checking if you saw my email?" -> Step 3 (Day 5): AI Agent: Run "Lead Researcher" Agent. -> Step 4 (Day 7): Automation: Create Task for Owner: "Call [Lead Name] - Use AI notes for opener."
  • For More Examples check out https://docs.valstorm.com/developers/drip-system-configuration-guide

3. Interactive Calendar Component

Ticket: NF-5d19c338

A new, fully interactive Calendar view has been added to the Data Display options.

  • Multi-View Support: Users can toggle between Month, Week, and Day views.
  • Live Data: Events are fetched dynamically based on the current date range filter.
  • Interactivity: Users can click empty slots to create records (pre-filled with the date) or click existing events to open the record modal.

4. Record Trigger Architecture (V2)

Epic: E-d48d56bb

We have completely overhauled the backend trigger system to improve performance and safety.

  • Recursion Prevention: A GlobalTriggerManager now prevents infinite loops (e.g., Record A updates Record B, which updates Record A).
  • Standardized Context: All triggers now use a unified RecordTriggerContext object, providing safer access to new_data and old_data.
  • Ordering Enforcement: Strict validation ensures trigger execution order prevents race conditions.

5. The Video Compression Component

New Feature: NF-8132bb06

Marketing with videos is awesome, but it requires the file size to be very small. When you are uploading a file to valstorm, you have the option to choose the level of compression to apply. The presets we have allow you to send videos in text messages, and in the future emails. Compression can also be used to save space in your Valstorm storage when needed.

6. App Builder's Dynamic Visiblity

New Feature: NF-76730ede

The App Builder now allows setting whether a component on the page will be visible based on dynamic data on the page. This allows you to hide or show inputs, displayed text, you name it! Only need to fill out a field if the data isn't present? You got it!

✨ New Features

Developer & Admin Tools

  • Dev Console (NF-c7b631a7): A new internal console allows users to work with the Valstorm API directly inside the app for rapid debugging.
  • Login As User (NF-2dee34db): Account Admins can now impersonate other users to debug specific permission or visibility issues.
  • Client-Based Dynamic Scheduling (NF-e896f098): Integrated RedBeat to support dynamic, client-specific recurring schedules (e.g., "Send this report every day at 8 AM").

Data Types & Logic

  • New Field Types: Added Currency (NF-05e52a6b) and Percent (NF-50452943) fields for better UI formatting.
  • Sales for Mortgages (NF-89fce4f1): Deployed the "Loan" object and "Lead-to-Loan" pipeline logic.

🛠 Feature Improvements

Infrastructure

  • Unified App Deployment Service (FI-13c5f8c0): Refactored the logic for deploying apps. Whether installing a new app or pushing an update, the system now uses a single source of truth (AppDeploymentService) that respects client customizations and exclusion lists.
  • Chat Page Performance (NF-17f279ca): The ChatPage.js was replaced with a new AiChatComponent, and the Markdown editor (MdxEditor) received significant performance optimizations to reduce re-renders.

UX & Settings

  • Public Automations (FI-3081678d): Added settings to determine which automations can be accessed without authentication.
  • ValPhone Navigation (FI-f357619b): Added a setting to ensure clicking a call notification always navigates to the Contact record, regardless of the active tab.

🐞 Bug Fixes

Critical & High Priority

  • Cloning System Fields (B-ad6fbdbe): Fixed an issue where cloning a record incorrectly copied system fields like Created By and Created Date.
  • Twilio State Desync (B-b1d295ae): Resolved a race condition where navigating between conversations caused "Conversation Not Found" errors or displayed stale messages from previous chats.
  • Assignment Node Crash (B-0c814240): Fixed a critical crash in the Automation Builder regarding assignment nodes.
  • MongoDB Async Driver (B-72e6ed28): Fixed a blocking issue in the App Deployment routes caused by mixing async/sync MongoDB driver calls.
  • Name Field Logic (B-d06d225d): Fixed a bug where failing to enter a First/Last name on a lead/contact resulted in the Name being saved as "NONE".
  • Stale Call Data (B-fe3983b2): Fixed an issue where missed calls left stale data in the inbound call modal.

Other Fixes

  • Permissions (B-caaafca4): Resolved permission errors preventing users from updating the "Based App" due to restricted access to User and Purpose fields.
  • Encrypted Fields (B-f4186ea1): Fixed inability to edit encrypted fields.

Stats Overview

  • Total Tickets: 44
  • Major Features: 4
  • New Features: 16
  • Feature Improvements: 12
  • Bug Fixes: 12