Recent releases to the Workiva platform included improvements to the following products and features.
You can learn more about each item in the sections below.
Documents
Improved: Workiva AI Intelligent Companion got a major upgrade
Spreadsheets
New: Workiva AI Intelligent Companion is now available
Workiva AI Global Chat
Improved: Workiva AI Intelligent Companion got a major upgrade
Documents
The Workiva AI Intelligent Companion just got a major upgrade
Customers have asked for these improvements, and we’re thrilled to deliver them!
- Response streaming: Answers appear word-by-word in real time, no waiting for the full response to load
- Show thinking: The AI surfaces its step-by-step reasoning so users can see exactly how it reached an answer
- Tool calling and citation: Every answer is linked back to its source, so users can verify and trust what the AI produces
- File and knowledge base intelligence: Improved UI makes it clear what's attached, with support for multiple sources in a single chat
- Improved content insertion: Smoother workflow for getting AI-generated content into your documents
- BYOK support is live for stored chat history; this gives enterprise customers greater control over their AI infrastructure.
This is the foundation; here's what's coming
This release lays the groundwork for future Workiva AI capabilities. Our new agentic engine and its tool-calling architecture will enable the next set of features, including multi-step automation and agent orchestration.
Release schedule
To ensure that this capability works in a way you can trust, we are releasing by region and will alert you when it is released to your region:
APAC: Now available
EMEA: Now available
NAM/LATAM (Prod US): Soon
Come see it in action
We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited. Register here!
Spreadsheets
The Workiva AI Intelligent Companion is now available
Users who live in spreadsheets now have Workiva AI working alongside them there, with context-aware help for formulas, tables, formatting, data tasks, and analysis, embedded directly and persistent to the open sheet.
Come see it in action
We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited. Register here!
Workiva AI Global Chat
The Workiva AI Intelligent Companion just got a major upgrade
With this upgrade to Workiva AI's Intelligent Companion (the biggest since we launched it!), the chat experience is faster, smarter, and more transparent. This release also lays the groundwork for future Workiva AI capabilities. Our new agentic engine and its tool-calling architecture will enable the next set of features, including multi-step automation and agent orchestration.
Come see it in action
We're hosting the Workiva Platform Q2 Release Webinar to walk you through everything live. This is the fastest way to get up to speed and excited. Register here!