Changelog

Research, workflow improvements & GPT-5

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Research

Research is a powerful new mode that lets Realm analyze your company's knowledge in depth and answer your most complex questions.

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In Research, Realm creates a plan, reads a vast amount of sources, hones its approach based on information it encounters, and finally pulls together a comprehensive report that might take human hours to produce.

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Users who have tried Realm have reported that it's extremely powerful for use cases such as:

• Analysing a large amount of CRM data
• Summarizing everything that's been discussed regarding a topic
• Finding deeply buried results that you suspect Realm might not typically surface

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GPT-5

OpenAI's GPT-5 is now available in Realm. You can talk to the model itself and build Assistants that use it.

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RFP workflow: PDFs, improvements

We've made several improvements and additions to the RFP workflow:

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• PDF and Docx RFPs are now supported. Note that the feature still works best for RFPs with a clear list of questions. It isn't really intended for completely free-form proposals.
• You can resize columns for better readability
• We've fixed an issue where the parsing would previously drop some data validation fields in Excel RFPs
• The UI is more polished than before
• You can now assign a Reviewer who must check answers before they are approved.

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Improved Assistant-creation flow

We've redesigned the Assistant-creation page. This should particularly help new users who are creating their first Assistants. The page now better explains how to use each configuration.

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We've also added the option to auto-generate a prompt using an LLM. This is an excellent way to draft an initial prompt that you can then edit and polish manually.

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Additionally, you can now organize Assistants with labels. Think "Sales", "Marketing", or "RFP Assistants".

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Data Analysis improvements

Did you know that, if you upload a spreadsheet to Realm, Realm can write code to analyze it? The same also works in Research – ask Realm to find a given spreadsheet and analyze it.

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Previously, Data Analysis tended to generate multiple unnecessary copies of the same graph. We've now fixed this, and you should see a single graph.

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Gong connector out of beta

The Gong connector is now out of beta. Realm can now also connect your Salesforce and HubSpot data with Gong. This allows you to see which companies and deals are associated with your Gong calls, providing a more complete picture of your customer interactions.

RFP workflow, API & new connectors

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New RFP workflow

RFPs, RFIs, and RFQs have always been popular use cases for Realm. Now, we’ve launched a dedicated feature for them that lets you automate responses with AI, collaborate with your team to polish the work, and repurpose the work in future RFXs.

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New features include:

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• Tabular UI – work with spreadsheets directly inside Realm.
• Collaboration – assign questions for colleagues to review.
• Editing – edit AI-drafted answers.
• Approvals – approve finalized answers.
• RFP knowledge base – completed RFPs automatically become part of your knowledge base.

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For the time being, the feature requires the RFP to be an XLSX or CSV file.

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API

The new Realm API allows you to build use cases on top of Realm’s infrastructure and to integrate custom data into Realm.

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The key features are:

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• Assistants: Call on all models and Assistants available in Realm from outside the product.
• Push Knowledge: Push knowledge to Realm from external sources using the API.

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Make Realm new tab page in your browser

The Realm Browser Extension allows users to access Realm from anywhere in Google Chrome and Microsoft Edge. Now it’s also possible to set Realm as your new tab page. In addition, we’ve also made speed and stability improvements to the extension.

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New connectors

We’ve launched three new connectors in the past few weeks:

• Coda: You can now connect your Coda documents to Realm.
• Gong (beta): You can now sync Gong call transcripts to Realm.
• Personal Google Drives: You can now sync data from your personal Drive to Realm, not just Shared Drives.

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Improved CRM connectors

Over the past few months, we’ve been working to improve our Salesforce and HubSpot connectors. You should notice improvements in the accuracy and depth of answers that you get when Realm is quoting your CRM. In addition, we now have complete support for syncing custom properties/fields from Salesforce and HubSpot.

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More robust file uploads

File uploads can now handle hundreds of files without issues.

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New models

The latest models are always available in Realm. Recently, we’ve added, for example, o3, o4-mini, Claude Sonnet 4, GPT-4.1, and Gemini 2.5 Pro.

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Onboarding flow

We’ve updated the onboarding flow to include a more thorough overview of the features available in Realm.

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SAML Single Sign-on

SAML SSO is now available. Admins can configure any SAML 2.0-compliant identity provider (Okta, Azure AD, OneLogin, etc.) for enterprise single sign-on to simplify user management and enhance security by centralizing authentication.

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Select anything with @

In Chat, you can now use the shortcut @ to select anything: a particular assistant, documents to reference, or sources to filter by.

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New rich-text editor

Assistant inputs now support rich text: bold, italics, bullet points, and more to help you write more structured and richer prompts.

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Upload images

You can now upload an image and ask Realm Assistant questions about it. Realm can understand both what the image is (a bug report) and what the image says (a user is saying that our login is broken).

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Faster, more robust syncs

We’ve done a lot of work recently to make our connectors keep data fresh faster and more reliably. You should notice that new documents and edits to existing documents are reflected in Realm much faster than before.