Perform & Engage 365 (v.3.66.0) | August 10, 2026
This release focuses on enhancements to:
- Conversations
- Career Frameworks and development plans
- Reporting and insights
- Notifications
- Administrative reliability.
We've also introduced security, infrastructure, and platform maintenance updates.
Updates and enhancements
Conversations
Admins can now mark all non-dynamic elements as mandatory. This provides greater flexibility when configuring forms and helps ensure required information is completed before submission.
The experience for changing targets in a manager's development plan drawer has been streamlined. Managers can now update targets directly from the current interface without being redirected elsewhere.
Default Conversations V2 notifications now include informational labels that explain the purpose of each notification, making notification settings easier to understand and configure.
Underlying notification handling for conversations has been enhanced with new logic for tracking skipped notifications and maintaining notification state consistency.
Question groups that are newly created are now displayed correctly on the Check-in Schedule page, ensuring they can be selected immediately when configuring check-ins.
Managers can now find and select themselves in the search field of the Check-in Schedule modal when configuring schedules.
The Conversation Data Export report in the new reporting experience now includes the user profile API ID, making it easier to integrate exported data with external systems and processes.
Career Framework
The text displayed in downloaded import files for Career Framework functions has been updated for greater consistency and readability.
Dashboards and reporting
The product manager dashboard now includes information about conversations, providing additional visibility into conversation activity and engagement.
Weekly and monthly goal status information is now displayed correctly, ensuring users can accurately track goal progress over time.
Notifications and communications
Admins can now create test notifications using generated data, making it easier to validate notification configuration and delivery before sending notifications to users.
Legacy notification organizations have been migrated to Azure Communication Services (ACS) email configuration, enhancing the foundation for notification delivery.
Security, platform, and maintenance
Upgraded the Engage MCP server from fastmcp 2.x to 3.x.
Updated pytest from version 8.4.2 to 9.0.3 to support ongoing platform maintenance and testing enhancements.
Resolved issues
A missing notification that informs relevant users when a conversation is completed has been added, helping ensure stakeholders receive timely updates on conversation progress.
Resolved an issue where links in the Employee Files element didn't open correctly.
Resolved an issue where element names weren't displayed in the Move to dialog, making it easier to identify and organize elements.
Resolved an issue where switchable global admins could see team members from other organizations in team lists. Team visibility now respects organization boundaries.
Remediated the node-tar denial-of-service vulnerability (GHSA-23hp-3jrh-7fpw).
Resolved compatibility issues between django-select2-admin-filters and newer versions of django-select2, including updates related to CVE-2025-48383.
Perform & Engage 365 (v.3.65.0) | August 6, 2026
This release focuses on:
- Enhancing the Conversations and Development Plans experience
- Giving organizations more flexibility when designing templates, collecting feedback, and managing employee development activities.
Updates and enhancements
Conversations and development plans
We've added a new To do List element, which enables participants to create and manage actionable tasks within conversations and development activities.
Admins can now mark all non-dynamic conversation elements as mandatory, helping ensure required information is completed before a conversation can be submitted.
Added support for ad hoc feedback reviews, providing a more flexible way to gather and review feedback outside of structured review cycles.
Template designers can now move elements between stages directly within the Template editor, making template maintenance easier.
Admins can now create a copy of an existing custom conversation template, reducing the effort required to build similar templates.
Added the ability to duplicate individual elements within a conversation template, simplifying template creation and editing.
Admins can now unpublish conversation templates when they are no longer required or should be removed from use.
Development plans now reuse the Conversations To do component, providing a more consistent task management experience across the platform.
Added a new action that enables admins to refresh reviewers assigned to conversation plans.
Manager-based performance review reviewers are now automatically refreshed when user and Active Directory synchronizations are run.
Managers can now view their team's career development plans, providing better visibility into employee development activities.
Employee files and attachments
Attachments from responses, goals, conversations, and performance reviews can now be viewed in Employee Files, providing a more complete record of employee activity.
Template editor and administration
Certain template fields are now read-only in Django Admin to help prevent unintended configuration changes.
Added asynchronous person-property search functionality to the performance review template editor's admin picker, enhancing performance when working with large user directories.
Introduced the initial groundwork for a Super Admin-only Conversations Product Manager dashboard.
Enhanced button styling for the Markdown Editor toolbar in dark mode.
Streamlined the Template editor top bar to reduce visual clutter and enhance usability.
Data management and administration
Added support for a unique Zensai Environment ID mapped one-to-one with each organization.
Organization data exports can now run asynchronously, with delivery via email and a dedicated job status page to track progress.
Platform, performance and monitoring
Added GitHub Copilot OpenTelemetry monitoring integration with Application Insights.
Enhanced Userpilot integrations by including Tenant ID and user role information.
Optimized activity feed APIs by addressing N+1 query patterns and adding missing database indexes.
Updated the tmp package to the latest supported version.
Continued platform maintenance and dependency modernization efforts.
Resolved issues
Resolved an issue where element actions could be displayed before an element had been fully saved.
Restored missing tooltips for disabled Delete Option actions.
Restored missing tooltips for disabled Add Option actions.
Resolved layout spacing issues between the Allow attachments field and option settings.
Resolved a configuration issue affecting the Ad Hoc Feedback Summary element.
Resolved discrepancies in check-in overdue date calculations.
Resolved an issue preventing line managers from selecting a team manager when configuring team check-in schedules.
Resolved an issue where exclusion date ranges configured on check-in schedules weren't being saved.
Resolved an issue that could allow users on daily check-in schedules to complete the same check-in multiple times.
Resolved an issue where submitted check-ins could display the previous day instead of the actual submission date on the profile page.
Resolved an issue where response filters in Microsoft Teams could become stuck on default values.
Resolved an issue where ad hoc feedback options could be displayed in the Element Library for organizations that don't have the feature enabled.
Resolved an issue preventing goal creation from Goal Planning elements when no goals existed.
Corrected department-level goal analytics that could incorrectly include organization-level public goals.
Enhanced the experience when recurring campaigns automatically create conversations, resolving issues that could lead to inconsistent behavior.
Resolved an issue where Training Record elements could display an incorrect epoch-based date and time in New Conversations.
Resolved an error that could occur when enabling or disabling notification channels in a newly configured environment.
Resolved an issue where the Complete Conversation button remained visible after a conversation had already been completed.
Resolved an issue that could result in duplicate sections being displayed in prebuilt conversation templates.
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