<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=749646578535459&amp;ev=PageView&amp;noscript=1">
Skip to content
Submit a Support Ticket My Tickets
  • There are no suggestions because the search field is empty.

KaiNexus 4.0 Release Notes

October 10, 2026

Release Highlights

Catch Up with Personalized AI Recaps

AI Recaps bring summaries of recent activity and notifications directly to your email inbox, helping you see what changed and what needs attention. Stock Recaps are available across KaiNexus Intelligence tiers, while Premium lets administrators customize them or create their own.

A More Intuitive Fishbone Experience

Redesigned Fishbone diagrams make causes easier to move and manage, with clear action menus, drag-and-drop controls, and Status indicators for linked Items. Configurable colors for problems and categories help teams organize their analysis at a glance.

Make Attribute Selections with Buttons

Attributes and Assessment Fields can now be formatted as horizontal or vertical buttons, making values easier to see and select, especially on mobile.

Focus Charts on the Categories that Matter

Visible Categories lets you choose which categories appear on category-based Charts, with separate selections for Chart Items and Chart Cards.

Control Who Can Archive Items

A new Archive System Role permission allows administrators to control who can archive and unarchive Items. Users must also have permission to view and edit the Item.

All Improvements

AI

  • Receive Personalized AI Recaps. Get email summaries of recent activity and notifications with optional recommended next steps. Administrators can choose who receives Recaps and preview them before activation, while Premium KaiNexus Intelligence offers additional customization options.
  • See Multiple Nudges on an Item. An Item can now display up to three matching Nudges at once, helping users discover more of the Insights relevant to their work.
  • Run Item List Insights on Mobile. The Insights button now appears when expanding Item List Cards or nested Item Lists in Detail or List View on mobile.
  • Improved Stock Insights. Updated instructions help Prioritization, Recognition Generator, Common Themes, Next Steps, and Coaching Insights produce clearer, more focused responses. Item List and Notification Insights also identify referenced Items consistently by their exact title and Item ID.
  • Give AI More Information to Work With. A new Context Size setting lets Insights, Checkpoints, and Recaps consider more source information for larger or more complex tasks. Larger sizes may use more AI Credits.
  • More Balanced Context for Insights. When there is more Item information than an Insight can process at once, the available context is now distributed more evenly across sections so important details are less likely to be left out.
  • More Informed Workflow Guidance. Include Workflow Context gives Insights a fuller understanding of an Item’s Template configuration, helping responses better reflect its available actions and features.
  • Choose the AI Model for an Insight. When customizing an Insight or Checkpoint, select an Efficient, Balanced, or Advanced model to balance task complexity with AI Credit usage.
  • Open Items Directly from Insights. Item IDs in Item List and Notification Insights can now be clickable, allowing you to open the associated Item directly in a new tab. This option is enabled by default on the Item List Prioritization and Notifications Prioritization Stock Insights.
  • See the Sources Behind an Insight. Item List and Notification Insights can now include citations that show which Items were referenced, with links to open those Items in a new tab. Citations are enabled by default on the Item List Common Themes Stock Insight.
  • Improved Usability Across KaiNexus Intelligence. A series of updates across KaiNexus Intelligence features make AI interactions clearer and easier to navigate.
  • A Consistent Place for List Insights. Insights opened from an Item List in Detail View on desktop now always appear in the right-hand panel. They can no longer be moved inline.
  • Manage AI Administration with a Dedicated Permission. The new AI Admin permission lets users manage KaiNexus Intelligence features without full System Admin access.
  • Expanded AI Admin Controls. Users with the AI Admin permission can now manage more KaiNexus Intelligence configurations that were previously limited to internal users, including customizing Insights and Checkpoints.
  • A More Organized AI Admin Area. Dedicated tabs in the KaiNexus Intelligence Admin page make it easier to manage AI features and review usage, while optional columns let administrators see key settings without opening each configuration.
  • Easier Checkpoint Setup. Checkpoint settings are now grouped into collapsible sections, making configuration easier to navigate.
  • Easier Insight Setup. Insight settings are now grouped into collapsible sections, making configuration easier to navigate.
  • Control Insight Access by Team Role. Item Insights and Checkpoints can be made available based on a user’s Team Role on the Item, including custom Team Roles.
  • Tailor Insights to the User. Insights can now use details about the current user, such as their Roles, Locations, and Persona, to provide more relevant and personalized responses.
  • Copy Insights, Checkpoints, and Recaps. Premium administrators can use an existing configuration as the starting point for a new one. Copies start inactive or disabled so you can review their settings and access before use.
  • Track Changes to AI Configuration. The Admin Timeline now records updates to KaiNexus Intelligence features, including who made each change and when.
  • Introducing KaiNexus AI Credits. AI Credits provide a standardized way to measure AI usage in KaiNexus, with usage calculated based on factors such as the AI model used and the information processed.
  • Track and Export AI Credit Usage. Review AI usage from the Usage tab on the KaiNexus Intelligence Admin page, including credits used, credits remaining, allowance consumption, and the next reset date. You can also export usage details as a CSV for the current month or any of the previous 12 months.
  • Defined Features for Each AI Tier. We’ve established which features and settings are included in each KaiNexus Intelligence tier. See KaiNexus Intelligence Module for more details.
  • Smoother Changes Between AI Tiers. Quality improvements help ensure a smoother experience when switching between KaiNexus Intelligence tiers, with available features staying aligned with the new tier.
  • Proactive Monitoring of AI Credit Usage. KaiNexus staff now receive email alerts when an organization approaches its AI Credit limit or uses credits unusually quickly.

API

  • Keep API Credentials Hidden After Sign-Out. Newly generated API credentials now disappear from the screen when your session times out.

Admin

  • Identify Inactive and Archived Templates. Template names on the Standard Work, Weighted Scores, and Workflow Admin pages now indicate when a Template is inactive or archived.

Assessments

  • Scan Assessment Results More Easily. Assessment Summary View has been refreshed to make results easier to compare on desktop and mobile.
  • More Ways to Communicate About Assessments. Assessment Items now support Share, Review, Remind, Snooze, @mentions, and Email Now, just like regular Items.
  • Choose Your Assessment Notifications. When configuring Notification Preferences, you can now opt in to alerts about Assessment Items, including a new Assessment Field Changed activity for following changes to specific Fields.
  • Manage Assessment Access with System Roles. When configuring System Roles, you can now grant permissions for specific Assessment Types, giving you control over what users can do on Assessment Items, just as you can for other Templates and Workflows.
  • Perform Assessments on Mobile. Assessment panels are now available in the mobile app, so users can create, review, and complete Assessments on the go.
  • Consistent Team Permissions and Notifications for Assessments. Your Team Role on Assessment Items now provides the same visibility, permissions, and notifications as it does on regular Items.
  • Start Assessments with a QR Code. Share a QR code or link from an Item’s Assessments panel so frontline users can easily start an Assessment with that Item already selected as the parent.

Attributes

  • More Compact Attribute Notes. Attribute Note fields now start at a smaller height, keeping create screens and detail panels easier to scan, especially on mobile.
  • Display Attribute Values as Buttons. Attributes and Assessment Fields can now be formatted as horizontal or vertical buttons, making values easier to see and select, especially on mobile.

Boards

  • Board Tab Loading Safeguard. Board tabs now finish loading before you can switch to another tab, helping prevent excessive server load from rapid tab switching.

Charts

  • Set the Chart Thumbnail View per Item List. You can now choose whether Chart Thumbnails in an Item List use Chart or Bowling View, giving the list a consistent appearance without changing each Chart’s default view.
  • Easier-to-Navigate Chart Card Menus. Clearer menu labels make it easier to distinguish between editing the Card and editing its Chart data. You can also access Chart Card Options more easily and export Chart data directly to XLSX.
  • Choose Which Chart Categories to Display. Visible Categories allows you to choose which categories appear on category-based Charts. You can configure them on both Chart Items and Chart Cards.

Fishbone

  • A New Look for Fishbone. The refreshed Fishbone diagram design makes drag-and-drop actions and editing options easier to discover, and adds configurable colors and Status indicators for linked Items.
  • Create Items Without Leaving the Fishbone. You can now create a new Item while adding a cause to a Fishbone diagram. The new Item is automatically linked to the Fishbone and nested under the current Item.
  • Turn a Fishbone Cause into an Item. Convert a text cause into a new nested Item directly from the Fishbone, carrying its wording into the Item’s title.
  • Vote on Fishbone Causes. Users who can edit the Item can vote on causes, helping the team identify which ones to investigate or address.
  • Highlight Fishbone Causes in More Colors. Choose from six highlight colors to organize causes by theme, priority, or another distinction meaningful to your team.
  • Automatically Fill the Fishbone Problem. The head of the Fishbone diagram can now be automatically populated from an existing Text Area or Text Field when the diagram is first added to an Item.
  • Keep Fishbones Up to Date While Collaborating. Auto Refresh updates the Fishbone diagram as others make changes, so you can see their updates without refreshing your browser.
  • Access Fishbone Data through the API. JSON Item and Item List exports can now include Fishbone data, making it easier to use your Fishbone analysis in other systems.
  • Export Fishbone Data to XLSX. Item and Item List exports now include a Fishbone sheet with problems, categories, causes, descriptions, linked Items, and vote totals.

Framework

  • Improved Performance for Cards with Custom Impact Columns. Cards with Custom Impact Columns now load more efficiently when child Items are excluded from Impact calculations.
  • Updated License Types for Specific Permissions. API Admin has been renamed API Manager and is now designated for a Basic license. Card Manager permissions for a user’s Location or Location & Below are also classified as Basic, while organization-wide access remains Pro+.
  • Updated Icon Library. KaiNexus’s icon library has been upgraded to Font Awesome 7.3.1.
  • Updated Platform Foundation. KaiNexus’s backend platform has been upgraded from Spring Boot 2.2.13 and Java 8 to Spring Boot 4.1 and Java 25.

Lists

  • Include Impacts from All Currencies. New Item List filters and Report Cards now include Impacts reported in any currency by default, helping you see the full converted total across currencies.

Milestones

  • Use Save & Complete from an Item List. The Save & Complete button now appears when approving a Milestone from an Item List, if that Milestone has Save & Complete enabled.

PDF

  • More Readable Fishbone PDF Exports. Fishbone diagrams now make better use of the available space in PDF exports, improving readability at smaller print scales. They also appear in the export even if the diagram has not yet been opened on the Item.

People

  • Faster Login Date Filters. People Lists now load faster when filtered by First Login Date or Last Login Date.

Roles

  • Control Who Can Archive Items. A new Archive System Role permission allows administrators to control who can archive and unarchive Items. Users must also have permission to view and edit the Item.

Translation

  • Translate More of the Item Filter. Expanded translation support lets organizations provide more Item Filter labels and options in their users’ languages.

User Profile

  • Edit Usernames from More Places. User Managers can now update usernames directly from Edit Profile in SSO organizations. Previously, usernames could only be edited from the People or Admin sections when SSO was enabled.

Bug Fixes

  • Stock AI Insights will always use the current prompt and preamble for new and regenerated responses instead of preferring a historical configuration.
  • Goal Widgets displaying aggregated Goals now respect the Location & Below setting in the Board’s Location Quick Filter.
  • Active Languages in the same organization can no longer share a Language Code, preventing duplicate codes from blocking sign-in.
  • Capacity View Item List Cards now use their configured default Capacity Category.
  • Refreshing an Item List Insight now preserves the new response if the list reloads while it is being generated, and follow-up questions use the most recently refreshed Item details.
  • Tables in Text Areas no longer overlap with other panels when an Item is exported to PDF.
  • Item List Insights now include Milestone dates from stages beyond the first Stage Gate.
  • When Persistent Create is enabled on a Template, the Create button on Item List Panels now stays visible regardless of organization-wide settings for header icons.
  • The Create screen no longer automatically scrolls to an empty Responsible Location field.
  • The Attribute Summary Report now respects the selected Value when displaying Shared Value Groups in Attribute mode.
  • The Activity by Location Report now ignores Originating Locations when they are disabled on the Item’s Template, improving data accuracy.
  • Copying an Item List to a Board no longer carries over hidden Quick Filter criteria.
  • Search criteria now remain visible when a People List Card is expanded, so users can see and clear the active search.
  • Field and Attribute values entered when submitting an Item will no longer inconsistently trigger Timeline entries.
  • Corrected a typo in the confirmation message shown when archiving a Field.
  • The Show and Hide Filters buttons no longer remain on Boards after the Board’s Item Filter is removed.
  • Impact by Person and Impact by Location Reports now show a horizontal scrollbar when needed to reach all columns.
  • Field columns selected for an Item List PDF export now remain selected the next time the export settings are opened.
  • Fixed issues with the Only Header and Chart option and panel selection when exporting Chart Items with custom layouts to PDF.
  • Fixed an issue that blocked saving General Admin settings when a default digest time had not been set.
  • Drilling into No Change or Unknown results in the Impact Summary Report no longer incorrectly displays a permissions error.
  • Single-user JSON People API exports now include all awarded Badges, including active Badges that have been superseded.
  • Fixed an issue that prevented some Attributes from switching back to Value after their Type was changed to Weighted Score.
  • When a Team Role is configured to update the Responsible Location, the assigned user’s Location now consistently takes precedence over a Location inherited from the parent Item, including before an automatic Draft is created.
  • Collapsing an Item List Panel with a configured minimum height no longer leaves an empty gap before the next panel.