Microsoft Outlook Integration – Premium Feature
ALLi release notes, 17 November 2025. Published on frontsteps.com/release-notes.
What’s New?
Microsoft Outlook Integration – Premium Feature
You can now connect your Microsoft Outlook account to ALLi to sync important email communications and enhance cross-platform workflows.
Feature Overview:
- Centralizes communication for easier follow-up and collaboration.
- Improves task context and reduces time spent switching between tools.
Benefits:
- Securely connects Outlook to ALLi for email integration.
- Lets you link emails to tasks, agents, or packets directly.
Smarter Visuals for Board Packet Generation
Report groups are now auto-attached during board packet creation, reducing manual setup and ensuring consistent outputs.
Feature Overview:- Automatically links report groups to packet fields using predefined rules.
- Applies preset grouping criteria to minimize manual adjustments.
Benefits:
- Saves time preparing board packets.
- Reduces errors from manual group assignments.
Targeted Interactions with Specific Agents
You can now direct your questions to a specific agent in ALLi, enabling more accurate and relevant responses.
Feature Overview:- Supports agent-specific parameters for precise routing.
- Delivers focused processing in complex workflows.
Benefits:
- Gives admins greater control over automation behavior.
- Optimizes multi-agent workflows with targeted responses.
Caliber Fact Sheet Integration
ALLi now pulls in Caliber fact sheets, bringing key property information directly into your reports for seamless meeting prep and review.
Feature Overview:- Fetches fact sheet data from Caliber systems into ALLi.
- Displays that information within ALLi’s reporting views.
Benefits:
- Centralizes key property facts for board and manager use.
- Improves visibility into community metrics and reporting.
Enhanced Agent Profile Descriptions
Agent profiles now include detailed notes that describe each agent’s capabilities, helping users quickly understand what each agent can do and select the right one for the job.
Feature Overview:- Store rich descriptions and metadata with agent profiles.
- Improves discoverability and understanding in support tools.
Benefits:
- Speeds up onboarding and troubleshooting for support staff.
- Reduces miscommunication with better documentation.
Click-to-Link Report Groups
The front-end interface now lets users visually connect report groups to board packets during creation or editing, with built-in guidance to avoid errors.
Feature Overview:- UI to visually link report groups during packet setup.
- Includes inline validation and proactive guidance.
Benefits:
- Streamlines setup and reduces configuration mistakes.
- Minimizes need for support assistance on packet setup.
Fixed Task Assignment Bug
Resolved an issue where tasks created by ALLi were sometimes assigned to the wrong Suite Manager. Assignments now work as expected.
Feature Overview:- Corrected logic for automated task assignments.
- Ensures tasks go to the right Suite Manager every time.
Benefits:
- Improves accountability through accurate task ownership.
- Reduces time spent fixing assignment errors.
Export Full Chatbot Conversations to PDF – ALLi
You can now export entire chatbot conversations in ALLi to PDF for recordkeeping or audit purposes.
Feature Overview:- One-click PDF export for full chatbot transcripts.
- Ideal for archiving or compliance reviews.
Benefits:
- Easy to store and share conversation records.
- Supports compliance, training, and reporting needs.