AI-generated Reports
Willow is relaunching the Reports feature with a complete reimagining of how reports are created, who they are for, and, most importantly, the content contained within the report which should drive decision making and data-driven decision making.
Reports are now generated by an agent using Willow's industry-leading AI companion, Copilot. Reports are created with a series of prompts, generate on a predefined schedule (i.e. daily, weekly, monthly), and can be sent out via e-mail or SMS to individuals or entire teams.
Why reports and why now? Willow Copilot in the Willow App is great for real-time interactions that are dynamic, spontaneous, and in natural language. But, there are two challenges:
- We often a need to get get answers to the same prompts on a routine basis. Willow users have been spending time refining, tuning, and perfecting their Copilot prompts such that they get the most concise response. Once they are happy, users didn't have a way in the Willow App to store and and re-run these.
- Likewise, organizations want to encourage collaboration. If my colleague has refined a prompt that benefits them, chances are it could benefit me and the entire team as well.
Reports solves both of these challenges via generating on a pre-defined schedule and leveraging Willow's robust location and role-based access management solution making them available for groups.
Here's an example of a new start to your day as a facility operator by leveraging a daily briefing. Rather than spending time each morning manually reviewing the conditions of your facilities, review the report which has already assessed the conditions, briefed you about ongoing activities, and identified priorities for you to start with based on Willow's insights:
Check out the guide for getting started: Reports
Copilot
Copilot now understands the term "scenario" as a reference to the recently launched Scenarios in December 2025. Additionally, Copilot is now able to filter and aggregate insights by their priority:
Copilot Actions has been capable of updating and closing tickets. Now, users can also create new tickets with an easy conversation.
Copilot now dynamically generates a list of suggested next prompts based on the response to your previous prompt and what you might find most useful as a next step:
Users are offered a nice "thumbs up, thumbs down" experience to share feedback and drop a comment following each response:
Responses can now include chart visualizations as a more intuitive and appealing way to understand the data. Copilot can respond with a pie chart, bar chart, line chart, and scatter plot. Left on its own, Copilot will select the best chart for the data response, but users can also request a specific type of chart.
Copilot often provides direct links to twins, documents, insights, and tickets. This provides an easy way to jump to that page in Willow to take action. To date, these have appeared as a standard hyperlink like this:
Now, we're launching our new chips combined with hover cards which offer previews of twins, insights, tickets, locations, and files before selecting the link and navigating to its page. Here's what experience looks like now.
Twin chips:
Hover cards:
These will soon be rolling out across the product wherever you see links.
Insight KPI Alignment
In September 2025, we introduced the concept of Insight Action Statuses - Needs Action, In Progress, Successfully Actioned, and Unsuccessfully Actioned - and started presenting new KPI tiles at the top of the Insights page. These act as quick filters to help teams identify what to focus on next and also artculate the costs associated with each. This month we've updated the KPIs we're showing on the Portfolio Home page to present these same action statuses so organizations can align their workflows around these from start to finish:
The Building Home Page has also been refreshed to show these same KPIs:
Work Order Costs
Costs can now be tracked on tickets in Willow. Many work order management systems track the costs of work being performed for internal cost center allocations and external vendor approval and invoicing. Estimated, Planned, and Actual costs can now be defined on a work order to accommodate accounting and analysis. These are also made available to Copilot for financial analysis.
Tenant Access for Dashboards
Willow's robust role and policy-based access management system now extends to tenants. Building owners and operators can now provision access to Willow for their tenants. This initial release will allow tenants to visualize the performance of their leased spaces by viewing the dashboards for:
- Comfort
- Electrical Energy
- Thermal Energy
- Water
Tenants can see breakdowns by leased tenant unit, meter, and usage type for spaces within their lease.
Willow Skillsets
New Skills
New fault detection skill for Chilled Water Plant Operation - Identifies when chilled water plants fail to operate despite high cooling demand, flagging potential issues with system controls or configurations.
New energy optimization skill for Chilled Water Plants - Detects unnecessary chilled water plant operations during periods of low cooling demand, enabling customers to improve energy efficiency.
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New diagnostic skills for Reheat Coil Operation:
Detects when reheat coils are active during cooling mode, identifying improper configurations for resolution.
Detects when reheat coils are inactive during heating mode, helping troubleshoot configuration issues.
Viewing Commands
View successfully executed commands directly in Willow App in the Actions and Activity tabs for an Insight:
Time Series Data Transformation
Reverse acting valves, damper open versus closed position, and mismatched units coming into time series from the source system have made it difficult for users to understand what they are seeing. Willow's Activate Technology has had the ability to set and understand a data transformation applied to the values being received. Now this is extended to the Willow App Time Series views such as this where a valve position has been transformed such that 0% means fully closed and 100% means fully opened.
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