Release Notes 26.2.4
What’s New
Introducing Xvantage Help & Support and Digital Assistant
Xvantage now introduces a unified support experience that brings together knowledge resources, guided support, and AI-powered assistance in one place—helping you quickly find answers, resolve issues, and manage support requests more efficiently.
Help & Support
Knowledge search with guided answers: Search using natural language and access relevant knowledge articles with summaries and step-by-step instructions.
Smart ticket creation flow: Submit support requests through a guided process, with suggested articles provided before ticket creation to help resolve issues faster.
Ticket management & visibility: View recent tickets, track status, access ticket details, and see who submitted the request.
Escalation & prioritization: Escalate tickets when needed to ensure timely resolution.
Attachments & context capture: Upload files and provide detailed context to support faster troubleshooting.
Digital Assistant
Xvantage Digital Assistant, a conversational AI-powered chatbot, empowers you with 24x7 self-service capabilities, quick access to key support portals, and seamless pathways to additional assistance when needed.
Order tracking & recent orders: Check order status using order number or PO number and view recent orders.
Returns & claims access: Access the returns and claims (RMA) portal to review or submit requests.
Instant answers & guided support: Ask questions in natural language and receive clear, actionable guidance with links to knowledge articles.
Ticket creation & tracking in chat: Create support tickets directly within the conversation and check ticket status at any time.
Live chat & escalation paths: Move to live chat (where available) or submit a support request seamlessly when additional help is needed.
Feedback & continuous improvement: Provide feedback on responses to improve chatbot accuracy and experience.
This unified support experience simplifies how you get help—making it faster, clearer, and more convenient to resolve issues and continue your work without interruption.
Integrations Hub Enhancements – Smarter Configuration & Guided Setup
Integrations Hub continues to evolve with improvements that make it easier to configure integrations and complete setup with greater clarity and confidence.
Improved integrations automation & data sync: Within the app setup screens, you can now manage ConnectWise PSA fee mappings through a dedicated interface, define how Xvantage data updates Salesforce using expanded dynamic mapping options, and automatically create missing products in QuickBooks Online during invoice sync—reducing manual effort and improving data accuracy.
Clearer and guided app installation: Native app and MCP setup now include pre-installation requirement checks and in-context guidance, helping you understand what’s needed upfront and complete installations more successfully without unnecessary troubleshooting.
These enhancements simplify how integrations are configured and deployed, helping you move faster while maintaining accurate and reliable data across systems.
Invoice Flexibility by End-Customer for Cloud Subscriptions
You can now choose how invoices are generated for cloud subscriptions, with an option to receive invoices per end-customer instead of a single consolidated invoice. When enabled, separate invoices with unique IDs and corresponding PDFs are automatically created for each end-customer with transactions during the billing period, making reconciliation easier, isolating customer-specific issues, and accelerating payment processing.
Note: To enable this option, you should contact your Ingram Micro Business Development Manager.
Buy It Again – View All Page Improvements Now Live
The Buy It Again – View All page in Xvantage has been redesigned to make it faster and easier for you to find and order products you previously purchased, improving usability and reducing time spent navigating long purchase histories.
Updated layout and performance: The refreshed page layout improves readability and responsiveness, making it easier to browse large purchase histories.
Filter by purchase date: You can now filter products by purchase date, helping quickly locate items bought during specific periods such as monthly or quarterly cycles.
Search within Buy It Again: A new search capability allows you to find products directly by SKU within the “Buy It Again” list, eliminating the need to manually scroll through long lists.
These improvements help you place repeat orders faster, reduce search time, and continue purchasing with less friction while surfacing products based on previous orders for quick repeat buying.
Microsoft Subscription Upgrades — Subscription Period Selection Restored
You can now select a different subscription period when upgrading within the same Microsoft plan. The upgrade flow now again supports choosing a new period during upgrades, restoring expected flexibility when modifying existing subscriptions and ensuring smoother subscription management.
