About this Guide

This guide is designed to help Crelate System Administrators understand the potential user impact of an upcoming release of Crelate. The guide provides additional insights that Crelate System Administrators should be aware of. Crelate provides this guide ahead of scheduled releases to allow Crelate System Administrators time to prepare for and take advantage of new or changing system capabilities.

About Crelate Upgrades

All upgrades to Crelate are automatic, benefit all users, and typically require no user action. However, not all system upgrades are on by default. System Administrators may need to opt in or opt out of some new functionality. We know change can be disruptive, and we work hard to ensure System Administrators have the flexibility to control when new features are available to their teams.

Crelate Co-Pilot - Changed

Impact	Crelate Co-Pilot has moved and has an updated user experience.
Severity	High
Applies To	Business Plus Organizations using Crelate Co-Pilot
Action Required	Be aware that Co-Pilot is now accessed via the menu bar and in-context via the Co-Pilot Icon.
SKU	Business Plus

We've upgraded Co-Pilot with improved user experience. This new user experience aligns with other Crelate Discovery and Insight Agents UI. Co-Pilot also gets upgraded to take advantage of the latest LLMS, integration with Discovery and Insights Agents, and gains a completely new chat-first experience.

Crelate Connector v3 - Improved

Impact	To continue using the Crelate Connector, all users will need to upgrade their apps.
Severity	Medium
Applies To	All users of the Crelate Connector mobile app
Action Required	Please update the Crelate Connector app via your smartphone's app store (Apple App Store or Google Play)
SKU	All

The Crelate Connector app has been rewritten to take full advantage of modern mobile development frameworks. Users will notice minor experience improvements, but the majority of updates are under the hood. The latest Microsoft MAUI framework provides clients with faster and more secure mobile capabilities. To ensure continued access and optimal performance, users must download the latest version of the app from their respective app stores.

Failing to update will result in loss of mobile access.

Legacy Job Portal v1 Deprecation - Action Required

Impact	We're officially retiring Legacy Job Portal v1 on December 31, 2025. After this date, Job Portal v1 will no longer be available.
Severity	High
Applies To	Organizations that are still using Job Portal v1
Action Required	Upgrade to Job Portal v2 and update your website to link to the new Job Portal. See this article for help upgrading to v2.
SKU	All

Job Portal v1 has been in sunset mode for over two years. To ensure the best experience, we’re consolidating support and development around Job Portal v2, which includes all the same functionality as v1 and more, as well as ongoing enhancements. To give organizations plenty of time to upgrade their portals and websites, we announced that Job Portal v1 was being sunset over three years ago. Organizations that are still on the legacy portal will have their portal disabled at the end of this year.

API V1/V2 Sunset - Deprecated

Impact	Crelate’s legacy API v1 and v2 are being officially retired. All integrations must transition to API v3. Public API v1/v2 will have enhanced throttling applied starting November 1st, 2025.
Severity	High
Applies To	All organizations and Marketplace Partners using Crelate API v1/v2
Action Required	Make sure any integrations are pointing to our API3 endpoints
SKU	All

Public API v1 and V2 have been in sunset mode for over two years. The legacy v1 and v2 APIs will be throttled starting on November 1st, 2025. All partners and developers should transition to v3 endpoints for both new and existing integrations as soon as possible. We know that transitions like this take time, which is why we started this sunset process over two years ago. Public API v3 reached feature parity with v1/v2 APIs in October of 2024. We will continue to support the Legacy API through December 31st, 2025, with enhanced rate limiting. Starting January 1, 2025, the endpoint will be disabled. 

If you haven't already started your migration to v3, now is the time. Our v3 API Documentation can be found HERE.

Billing System Conversion - Changed

Impact	During the billing system conversion, customers will temporarily be unable to self-serve license additions using the Crelate platform.
Severity	Medium
Applies To	All Users
Action Required	To add licenses during this period, please contact our team directly at ar@crelate.com to facilitate this.
SKU	All

As part of this release, we are updating our billing system. During this transition, self-service license management will be temporarily unavailable. Customers who need to add or adjust licenses should contact ar@crelate.com for assistance.

To avoid delays in adding new licenses, please reach out to our billing team during this period.