Weekly release: Sep 21, 2026
The new Workflow editor
The new editor replaces the old text editor. Describe what you want in plain language and Rallied drafts the Workflow as a trigger and a sequence of steps. Change it by chatting, or edit any step yourself. You can also start from a template.
- Each step holds plain-language instructions and tools picked from your connected integrations.
- A Run history tab lists the tickets the Workflow ran on.
Existing Workflows keep running and convert to steps when you open them. Open Workflows from the sidebar and click New workflow.

Ticket attachments
The agent reads the text of PDF, DOCX, and EML files attached to a ticket in ConnectWise, HaloPSA, or Autotask.
New integrations
- Check Point Email Security (Avanan). The agent restores quarantined email and manages exceptions per client.
- Password Pusher, for one-view links in password resets and onboarding.
- SharePoint on Microsoft 365.
Connect them from Integrations.