Klient Newsletter – May 2026

by | May 6, 2026 | Monthly Newsletter, News

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May is here. We have been on the road this season, hitting every Agentforce World Tour stop, and AI agents have been the topic of every conversation along the way. Between the events and the steady drumbeat of agent releases, May is shaping up to be a busy month. Let's dig in.

Product Update
Current version: 51.4

Klient PSA 51.3 is now available, this release is all about Snap Workspace improvement and fixes.

Highlights include:

Filter Snap Workspace by Practice/Region
Added Resource Practice and Resource Region filter options to the Snap Workspace filter panel.

Snap Workspace: Heat Map Color Contrast in Light Mode
Improved heatmap visibility in light mode. Low-value cells were previously rendered in near-white, making them invisible against the white background.

Snap Workspace: Comparison Overlay Lines errors
Fixed an issue where comparison snap overlay lines displayed significantly higher values than expected (often double or triple the correct numbers).

Duplicate Line When Primary Snap is Also a Comparison Snap
Fixed an issue where enabling the comparison checkbox for the same snap that was selected as the primary snap caused the chart to render two identical lines in different colors.

Read the Release Notes


WEBINAR RECAP

April Webinar: AI Agents for Project Delivery

April 2026 Klient PSA Product Update Webinar

Our April product update covered three new named agents (Touchy, Planny, and Scopey), the Klient MCP Server, a new Outcome Review approval flow, and the official launch of the new Feature Hub and Idea Exchange.
The replay is now available on demand, so your whole team can catch up at their own pace.

Watch the Replay

EVENT RECAP

Thank You, Agentforce World Tour New York 🙌

A big thank you to everyone who stopped by the Klient booth at Agentforce World Tour New York. We had great conversations with customers, partners, and people just starting their agent journey. Always good to connect in person.

UPCOMING EVENT


🇨🇦 Agentforce World Tour Toronto — May 7th
🇬🇧 Agentforce World Tour London — June 18th

We will be at the Agentforce World Tour in Toronto on May 7th and Agentforce World Tour in London as a sponsor, showing how humans and agents work together on a project, live on the floor.

👉 If you are planning to attend, reach out to your Customer Success team and let us know you will be there.

FEATURED IN SALESFORCE BEN

How Agentforce Is Disrupting Professional Services Firms

Yanick Abraham, Klient's CEO wrote a piece on how Agentforce is changing professional services delivery, and Klient PSA is featured throughout. The article walks through the economics behind the shift and what it actually looks like to staff a project with both humans and agents. Worth a read.

Read the Article

Next Product Update Webinar

Join us on Thursday May 28th for our next live product update session. We will cover:

  • Upcoming releases 51.4 & 51.5 🚀
  • Snap Workspace upgrades
  • Resource planner fixes
  • Timesheet reliability upgrades
  • Invoicing and vendor fixes

Grab your spot below.

Register Now


Your Vote Shapes What We Build Next 💡

Here is something worth knowing: the features we prioritize are directly influenced by the number of votes an idea receives.
👉🏼 The more customers who vote, the clearer the signal, and the faster the right things get built.

Voting and idea submission now live in our new Feature Hub, redesigned for faster browsing and a clearer view of what we are working on.

If any of these would make your team's day easier, vote for them. If you have a pain point that is not on the list yet, submit it. Every vote and every idea gets read by our product team.

Vote on Ideas


Get More Out of Klient Every Day 🚀

The customers who get the most out of Klient are the ones who stay connected. Here is how to do that:

📚 Level up your team
Our free Learning Paths cover everything from admin foundations to advanced features. Whether you are onboarding someone new or filling a gap yourself, there is a course for it.

📣 Stay in the loop
Follow us on LinkedIn and YouTube for feature highlights, tips, and product news between newsletters. Short, useful, worth a follow.

🗂️ Missed a previous issue?
Every newsletter is archived and searchable. Browse past issues to catch up on anything you might have missed.

Thank you for being part of the Klient Community
- The Klient team 💙

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