Changelog · October 2026
Just tell Keragon what you want, and it builds it. Plus 15 new connectors, over 100 new actions and triggers, and a self-serve HIPAA BAA for new accounts. Here's everything that shipped in October.
One assistant, everywhere
You no longer pick between Ask, Plan or Build. Describe what you want in the Keragon chat. It plans when the job needs a plan, asks a clarifying question when something is unclear, and then builds it.
What changed
- Build is the default. Every tool is available from your first message, so there's no mode to choose.
- Same assistant in the editors. The side panes in the Workflow and Agent editors now run the same assistant as your home page, so it works the same way everywhere.
- Specialist knowledge on demand. Workflow and agent expertise kicks in automatically when the task calls for it.
Try one of these
- "When a new patient books, send them my intake form and add them to my EHR."
- "Every morning, text tomorrow's patients a reminder and log who confirmed."
- "When a fax comes in, save it to my shared drive and alert my front desk."
Self-serve HIPAA BAA for new accounts
New Keragon accounts, trials included, can now sign the HIPAA BAA right from the dashboard in about two minutes. You don't need to upgrade first or wait for an email, so you can move from test data to real patient data as soon as you're ready.
1
Open the BAA
Click HIPAA BAA in the sidebar, or the banner that appears when you connect an app.
2
Sign in DocuSign
DocuSign opens with your Org ID already filled in. Review and sign.
3
You're covered
Your dashboard shows Signed.
Available for accounts created from October 27, 2026. Existing customers keep the current process. See Signing a Business Associate Agreement (BAA) with Keragon.
Agents: see what every run costs
- Credits on every run. The Runs page now shows how many credits each agent run used.
- Usage by agent. The Billing page breaks credit usage down by agent, so you can see which agents use the most and fine-tune them. Usage from before tracking started appears under Unattributed.
Product updates
- Test logic steps on their own. Branch and Continue If steps now have their own Test step button, so you can check the logic without running the steps after it. Run details show each logic step's inputs and outputs, and which branch was taken.
- Stuck runs stop cleanly. Pressing Stop on a stuck run now ends it right away. A banner in the run details explains why a run isn't progressing.
- More AI credits on trials. The trial AI-credit cap is now 5,000, up from 2,000, and the Billing tab shows your real trial allowance. Extended trials get a fresh pool of credits.
New connectors
15 new connectors launched in October.
Insurance & Eligibility
- TriZetto: submit real-time insurance eligibility requests through the clearinghouse
- Optum: create prior authorization requests and track their status and determination
Clinical Workflows
- Caretaker: start workflows when new patient vitals arrive from bedside monitors
- RxPhoto: search patients and upload clinical photos
- LeadingReach: pull referral messages and organizations, and upload documents
Patient Communication & Engagement
- SRFax: HIPAA-compliant fax. Send, forward, download and cancel faxes, check status and usage, with triggers for fax received, sent and failed
- Trustpilot: send review invitations, pull invitation templates, and trigger on Trustpilot webhooks
- Pushover: send push notifications, and pull devices and groups
Data, Analytics & Reporting
- Adobe PDF Services: create PDFs from documents or HTML, then combine and export them
- Firecrawl: scrape any web page into clean, AI-ready data
- Toggl Track: pull time entries, projects, clients, workspaces and summary reports
Operations & Workforce Management
- Insightly: create, update and get contacts, leads and prospects, with triggers for each
- SmartSuite: create, update and get records, with record created and updated triggers
- Kintone: create, update, get and delete records, add comments, update status and upload files, plus a record events trigger
- Samsara: start workflows on vehicle and asset geofence events
Missing a connector? Contact us! We'll work with you to build it.
New actions and triggers
Beyond the new connectors, we added over 100 new actions and triggers in October, including these additions to connectors you already use.
New actions
- athenahealth: Get medical history, Update medical history, Get surgical history, Add surgical history, Update surgical history, Get social history, Update social history, Get patient allergies, Update patient allergies, Search allergies, Get encounter, Get encounter reasons, Create or update encounter reason, Check out appointment, Get claim notes, Create claim note, Update claim note, Update referral authorization, Get patient imaging results, Download imaging result document, Download lab result document, Download clinical document, Get patient chart document export, Create patient chart document export, Get administered screeners, Get patient's portal status, and Send secure message to a patient
- Helcim: Process purchase transaction, Refund card transaction, Reverse card transaction, and Get customer cards
- Retell AI: Create chat, Get chat, Send chat message, and Send SMS
- GoHighLevel: Get order, Get orders, Get transaction, and Get transactions
- DrChrono: Get documents and Download document
- Claim.MD: Get ERAs and Get ERA data
- Hint Health: Get appointments and Create clinical note
- Therapy Flow: Create user and Get contact notes
- XChart: Get locations and Update location external ID
- AdvancedMD: Get blocks and holds
- AesthetixCRM: Create user
- Boulevard: Create client note
- CareCloud: Create charge
- ModMed: Download document
- Microsoft Outlook: Get mail folders
- Spruce Health: Delete contact
- SFTP: Download file
New triggers
- DrChrono: Appointment status changed
- Dropbox: File added
- Balance: Payment received
Find Keragon in more places
- AdvancedMD marketplace. Keragon was selected as one of 50 partners for the AdvancedMD marketplace.
- Spruce Health help center. Spruce Health published a guide on automating processes between Spruce and your other tools with Keragon.