Lemhi Release — Hot Springs, MT (Aug 25, 2026)
What's New: August 25, 2026
Hot Springs release: the steaming springs at the foot of the Bitterroots where the Corps stopped to bathe on September 13, 1805, two days out of Traveler's Rest, before starting the climb over Lolo Pass.
Three weeks after Compass and Managed Agents went live, this release makes agents something you can sell in a meeting and deliver the same day: 100 ready-made Copilot Studio agents, and agent creation from the client's own documents.
Agent Library: 100 Copilot Out of The Box Agents Ready to Deploy Today
In a client's Compass, open Agents, choose Create, and pick Browse agent library. One hundred pre-built Copilot Studio agents across 17 categories (IT Operations, HR & People, Finance, Sales, Customer Success, and more). Pick a card, adjust what you want, and create. No generation step to wait on: when a client asks for "an agent that triages support tickets," it can be deployed in their tenant before the meeting ends.
Filter by department: A category picker narrows the library to one function, so a discovery call becomes a menu the client picks from.
Attribution travels with the agent: The library is adapted from an openly licensed community collection. Author and license show on the review screen and stay on the created agent, so there is nothing to explain later.
A curated catalog: Lemhi maintains the library and will keep adding to it. If a workflow you deliver often is missing, tell us.
Build an Agent From the Client's Own Documents
Attach SOPs, process docs, and transcripts at create time: Attach the client's real documents (PDF, Word, Excel, Markdown, text, transcripts) and Lemhi drafts the agent from them, so the review pass is adjusting instead of correcting.
See what an agent was built from: The agent record keeps its source files, so anyone opening it later knows which documents shaped it and which to refresh when the process changes.
Compass: Tell a Client Exactly Where They Stand
Every playbook shows its state: Not started, in progress, blocked, or complete, with task counts. You can answer "where are we" on a call without opening the task list.
Overview tiles open filtered task views: Click a tile, playbook, or category on the Client Overview and land on Tasks already filtered. The filter is in the URL, so you can send a tech a link to exactly the work you mean.
AI Intel: Prove an Opportunity in the Prospect's Own Words
Evidence-traced use cases: The Opportunities tab now separates use cases the research found evidence for (source quoted) from those inferred from the industry. A pitch grounded in what the prospect published themselves is harder to dismiss.
Speaker notes presets: Objective, guardrails, and call-to-action are dropdowns with tenant defaults instead of free text you retype for every deck.
Microsoft Partner Connection: Fewer Dead Ends
Disconnect your Microsoft Partner Account: One action revokes every client's delegated grant and clears stored credentials, for offboarding or undoing a connection made under the wrong account.
Per-client grant status: Each client shows whether it holds the grants current features need, so after a reconnect you can see who is ready instead of waiting for a report to fail.
Error messages name the actual fix: When a client's data is blocked by a missing GDAP role, the message names the role (for example Reports Reader) instead of showing a reconnect banner that would not have fixed it.
Updates to Account and Client Settings
Lemhi support access switch: A Privacy tab toggle controls whether Lemhi staff can open your workspace for support.
Move a domain and its surveys to another client: From Client Settings, move a domain and the assessment responses, research, and progress that follow it. A merger or mis-filed client no longer means redoing the assessment.
Coming Soon
Client Configuration: Read and apply a client's Copilot policy settings and SharePoint site controls from inside Lemhi, with a portfolio view across every client. In a phased rollout with design partners.
Public API and API keys: Revocable API keys in MSP settings plus a public API for your client list, playbook progress, and Compass tasks, so engagement work can live in your PSA or automation stack.
Bug Fixes and Other Improvements
One readiness score everywhere; a scan no longer shows four numbers that disagree across the Client Dashboard, Tenant Assessment, and reports
Sandbox clients no longer inflate Dashboard counts, projected value, or readiness statistics
SharePoint redirect sites left over from a rename no longer appear in site lists, counts, or governance scores
AI Intel deliverables use the company name on the client record, not the web-researched one
The dashboard, sidebar, invite emails, and product feedback show your name instead of a raw email address
Work IQ enablement no longer reports done while it is still off, and a stalled first publish retries on its own
Partner Connect no longer rejects a first-ever connection when your login tenant differs from your Partner Center tenant
Partner Center consent no longer truncates when one optional Microsoft app is missing from the client tenant
Assessment responses no longer disappear when a client's email domain is moved
A newly created Managed Agent no longer shows an empty configuration form until refresh
Compass: the Repeat column is no longer cut off, and the playbook editor no longer opens an empty Add-a-task dialog on slow connections
Survey completion summary no longer prints an internal id for a use case the respondent typed in
Inventory tab no longer shows an empty backlog after one transient sync failure, and concurrent syncs no longer create duplicate rows
Open dialogs no longer vanish mid-submit, dialogs and menus animate again, and the Settings gear on the Clients list is back on screen
Compass: searchable assignee picker; guided-step screenshots open full size; one summary toast on bulk-complete; Guided badge removed from catalog rows
AI Intel: create a prospect from a URL alone; Sales Briefing deck trimmed (Agenda is now "How We Found This Data", AI Posture slide removed)
Also: edit use cases from the roadmap sidebar; survey requires job title; Partner Account card shows connection time of day; cached report narration and dashboard summaries for faster repeat views