Bring your other tools into Ask Lex. Sign your team in with Microsoft Entra. Keep your favorite clients and recent work within reach.

This release packs two big connection upgrades alongside a whole lot of everyday wins. We’ve been working through your feedback: the extra clicks, the missing shortcuts, the “why can’t I just…?” moments. Favorites, recent items, direct file uploads, better password notes, clearer archives—you’ll find your requests throughout this update.

Your documentation tells part of the story. Your other tools have the rest.

to let Ask Lex work with information from compatible tools alongside your Lexful knowledge. Pull in live operational context, compare it with your documentation, and work through the answer in one conversation.

For example, connect Liongard and ask Lex about changes in a client’s environment, then use that context to review the relevant documentation. What Lex can do depends on the tools your connector exposes and your admin enables.

Each person can sign in to their own account for an OAuth connector, so calls use their access in the connected system. If a connection is needed during a conversation, Lex offers a prompt right there in chat.

Admins configure connectors and choose their available tools in . Existing token and header authentication remain supported.

Already using Ask Lex? This is a good time to give it a bigger toolbox.

Set up SAML yourself in , with no support activation required.

There’s more here than one less password. Set the starting role and organization access for new users, then map Entra group claims to Lexful roles and groups. Choose whether those mappings apply when users are created or at every sign-in.

The refreshed screen makes those rules easier to manage. User details also show the SSO connection and claims from the latest sign-in, so admins can see what arrived and troubleshoot access with less guesswork.

Set up Entra SSO → · Configure roles and group mappings →

Working across hundreds of organizations shouldn’t mean browsing hundreds of organizations every time.

Star the clients you work with most, then choose . Your documents, passwords, assets, folders, search results, and expirations narrow to those favorites, with your existing filters still doing their job.

Your favorites are personal to you. Switch back to whenever you need the wider picture, or jump into one client. The organization picker also remembers your , so the client you just left is easy to get back to.

Open and your recent work is waiting before you type a thing.

Compact cards bring back the organizations, passwords, documents, and other assets you’ve opened, grouped by type. Jump straight back into the record instead of reconstructing the search that got you there.

Recent history stays in your browser and is separate for each account and user.

Have the file already? Just upload it.

Use or drag files onto the Documents list. Uploaded files live alongside native Lexful documents, so you can browse and organize them together without creating a blank document first.

More room for the conversation. Less work finding the one you want.

These are the small changes you’ll use all day.

gives archived records their own view. Asset-type settings get the same clear choice, searchable archived types, and inline restore controls.

The quick picker and advanced filters now work together. Use , , or to find exactly the combination you need.

Empty asset types are easier to discover, too. Expand types in an Assets category and add the first record directly from there.

We also fixed tag pickers that could miss tags beyond the first pages of results, made ordering consistent across pages, fixed category deletion, and cleaned up upload and bulk-action error messages.

A lot of this release started with your feedback. Thank you for the requests, screenshots, and honest “this could be better” moments. They help us focus on the changes that make a real difference during the workday.

Take the new features for a spin, revisit the requests you’ve been waiting on, and tell us what should be next.

Less jumping between pages. More ways to put information where your team expects to find it.

This release brings a refreshed Lexful workspace, folders powered by nested tags, and revision history for documents and other records. With asset categories, grouped fields, and personalized views, you can shape the workspace around the way your team works.

To keep the Reveal button, an admin must enable under . Copying passwords still works either way. Configure password reveal.

Open a record, make a change, and get back to what you were doing.

Explore records, organizations, and list controls.

Your documentation should feel organized around the way your team works. The redesigned asset type editor and Display controls give you control over the structure, the detail, and the view.

The result is a cleaner workspace at every level: organized navigation, thoughtfully grouped records, and lists that show what you need.

Configure asset types, categories, and field layouts · Personalize your lists and folder views

Build the structure your team needs, from a few broad categories to a detailed hierarchy.

Your tags now double as folders, giving you a familiar way to browse without creating extra copies of your records.

Folder access now follows the tag hierarchy, with clearer visibility into inherited grants.

Revision history works across documents and other asset records. Compare versions, see what changed, and restore an earlier version when you need to.

Work with asset records · Explore document history

Keep working from the document itself.

Learn about document history and actions, formatting, and Lex actions.

adds Documents and Passwords filters, plus shortcuts for jumping straight to a record type: /docs, /passwords, /contacts, /locations, /domains, /orgs, and /expiring.

The page lets you search by record or organization name, group by asset type or organization, choose columns, and expand or collapse groups. Summary counts follow the search so you can focus on the dates that matter.

Find records and navigate your workspace · Track expirations

Explore asset types and password settings, account branding, users, groups, and API keys.

Account IP restrictions also apply to AI clients connecting through Lexful's MCP endpoint. If your account uses an allowlist, make sure it includes the outbound IP addresses used by those clients.

Admins can now connect Ask Lex to any external tool that exposes an MCP server that uses standard header or token-based authentication. Point Lex at a URL, drop in a Bearer token, pick the tools you want to expose, and Lex can query that system live, right from the chat, mid-ticket, without switching tabs.

Nothing is synced or stored on Lexful's side. When you ask a question that needs external data, Lex reaches out in the moment and brings the answer back.

This opens the door to any MCP-compatible tool in your stack: RMM platforms, PSAs, monitoring systems, and more. Visit our Knowledge Base to learn how to set it up in Settings → Ask Lex → Connectors.

We fixed a frustrating one: clicking or pressing while editing an asset would silently discard everything you'd typed. Now you'll always see a confirmation dialog before any unsaved changes are lost. Your work, your call.

The Integrations section of the sidebar, including Data Sources and Data Sync, is now only visible to users with the right permissions. Non-admin users won't see it cluttering their nav, and admins get a cleaner signal that this is their territory.

When you asked Lex to update an asset containing reference fields (like linked contacts or related records), it would confidently tell you it was done, and then quietly not save anything. That's fixed. Lex now correctly handles reference properties when creating and updating assets.

On the Passwords list, the Actions column could accidentally be removed with no way to restore it short of clearing cookies. It's now available directly from the Column Picker with a hide/unhide toggle.

Using Ctrl-B (Windows) or Cmd-B (Mac) while editing a document could collapse the left nav and leave the layout in a broken state. This shortcut now behaves correctly inside the document editor.

The column settings panel on grouped data tables could be constrained by the table's height, making some options hard to reach. The panel now displays properly regardless of table size.

On August 3rd, Lexful reached general availability. The weeks since have been about making Lexful the place your whole team can move to: bring your IT Glue or Hudu tenant across with everything attached, keep it in sync with your PSA, RMM, and find anything you need, including what's inside your attachments, in a couple of keystrokes.

Tags give you a powerful way to categorize your assets in LIst Views. Use existing tags, or design new tags specifically to categorize your assets when engaged in different tasks. Tags can be restricted to operate on a subset of assets to keep views relevant and targeted. Read More

Attachments on assets often contain vital operational data which you wish to enable for keyword search, and search with Lex. For each attachment you now have the option to add or remove it from our powerful search engines.

Never miss an impending expiration again. Domains, SSL certificates, software licenses, contracts. Any date field in any asset can be monitored and brought together in one account-wide view. Read More

Export all client data on a regular basis to ensure you have access to your vital information if anything prevents your access to Lexful. Export a selection of clients should you need to transfer this data to your clients directly, or to transition to an incoming service provider. Read More

Using a new Settings tab in the Asset Type Designer, Administrators can now specify the column order, and toggle the 'hidden status' of any columns, helping to focus on the data that matters most to your team. Note: All fields will still show data in Quick View, and when the Asset is open in Asset Detail View.

Each user can hide and re-order columns in their asset views to suit their preference. Personalized settings are now retained when navigating around the app, and when signing in and out of Lexful. Right click on a column to pin it left or right in the asset view, and use the Column selector to re-order and toggle visibility. Read More

Added an icon to add contents of url fields to the clipboard.

When you are working in the context of a specific organization using the Org Switcher, the Organization column is now hidden by default.

Secret, OTP and Rich Text fields are hidden in List View, as their contents do not display in columns.

Relationships can now be configured between any assets in Lexful, and are no longer constricted to the same Organization.

For each List View you can opt to view columns in the full width of your monitor to prevent unnecessary horizontal scrolling.

When switching context to an organization using the switcher, the visible List View is now updated to reflect the selection.

The title of an attachment can now be edited in place using the pencil icon.

Each tag can now optionally be configured to apply permissions to all assets. Bulk application of standardized permissions via tag, quick visual filtering in all views, and instant visual feedback of where permissions are applied.

Role based access control can be applied in addition to tag based assets, and is displayed on each asset's

Asset Type Designer, Asset Revisions, Activity Logs

Powerful new functionality for writing and improving documents. Tags to keep your data visible, categorized and current. More integrations.

While editing a document, use Lex to:

... this is the beginning of an evolving library of Lex Skills