Document Search Enhancements, AI Enhancements, AI Actions, & Chat Export

New Features

• Added export to PDF feature for chat conversations, allowing you to save research sessions with citations included.
• Introduced quick actions in chat input for faster access to common commands and workflows.
• Launched fixed income document search with dedicated filters for industry, sector, and category research.
• Enhanced save to data room functionality with improved organization and access across document types.
• Added in (/) for actions such as memo creation, flash notes, and more.
• Added in enhanced AI context via the @ button to add in years worth of specific reference context for AI chat

Improvements

• Document search results now display highlighted text snippets showing exactly where your query appears in documents.
• Optimized deep research mode for faster, more comprehensive analysis with improved source gathering.
• Upgraded document viewer to support all document types with consistent viewing experience across formats.
• Improved news interface with better sorting, filtering, and display of market updates.
• Enhanced sources panel with upgraded PDF viewing capabilities for easier reference review.
• Refined ticker search with faster results and improved matching accuracy.
• Streamlined news sources for higher quality and more relevant market coverage.
• Improved mention functionality in chat for better context sharing and document referencing.
• Updated filter interface with clearer categories and more intuitive selection across all search types.

Bug Fixes

• Fixed issue where saving documents to data room would sometimes fail or lose metadata.
• Resolved ticker search errors that prevented finding certain securities.
• Corrected news display issues affecting article previews and links.
• Fixed bookmark functionality that occasionally failed to save or retrieve saved items.