Changelog

Members can now be deactivated and reactivated

Admins can now deactivate a member without permanently deleting their account history. This gives you a cleaner way to temporarily remove access when someone changes roles, goes on leave, or no longer needs the product day to day.

You can also reactivate that member later, which makes this much more practical than a delete-and-recreate flow. Existing ownership and linked data stay intact, so team administration is less disruptive when access changes over time.

Slack can now use approved tools

Slack conversations can now use MCP tools, which means Basedash can do more than just answer questions in Slack. When a tool needs approval, the approval flow happens right in Slack so you can keep moving without jumping back into the app.

We also extended tool access to background automations for tools that are explicitly allowed to run automatically. Taken together, this makes AI workflows feel more useful across both real-time Slack conversations and scheduled work.

Dashboards are easier to organize

Dashboards and folders are now easier to manage from the sidebar. You can quickly create folders from the dashboards page, reorder dashboards with a list-based drag-and-drop layout, and see cleaner folder nesting that makes larger workspaces easier to scan.

We also reduced some of the friction around navigation and sharing. Favorited dashboards still stay visible in the main dashboards list, and share buttons now show the current visibility state at a glance before you even open the menu.

Fixes and improvements

• Improved connection and table browsing with clearer breadcrumbs, easier settings access, and status dots for SQL databases and MCP servers.
• Improved chat and automation reliability so responses are less likely to stay stuck on “Generating…” when many automation runs are open.
• Fixed PDF exports for funnel charts and newer Tailwind color styles.
• Fixed DuckDB and S3 date handling so charts and AI see readable timestamps and dates.
• Fixed DuckDB PRAGMA table_info(...) and SHOW ALL TABLES queries when they include trailing semicolons.
• Fixed Data page record counts for DuckDB and S3 tables.
• Improved reliability for databases with strict connection limits by reducing default connection pool pressure.
• Fixed multi-select chart variable defaults so saved values behave more consistently.
• Added Redshift support for SSH connections.

Automations got a full refresh

Automations now have a cleaner, more structured home in Basedash. The redesigned experience adds a dedicated sidebar, a more useful header, and a command menu-driven setup flow that makes configuring automations feel more consistent with the rest of the product.

We also made automations easier to organize day to day. You can now favorite automations to keep the most important ones close at hand, and we fixed automation schedule editing so typing times feels natural instead of fiddly.

Chat is more reliable, more private, and better grounded

Ask mode is now better at understanding what you are looking at. When you open chat from a dashboard or a table, it can use that route context to stay grounded in the page you are already exploring instead of starting from a blank slate.

We also tightened up the rough edges that could make chat feel unreliable. This release reduces cases where chats stay stuck on “Generating…” after reconnects, prevents final answers from getting buried inside the steps accordion, and makes new chats private by default. Uploaded files and images are also handled more consistently, so exploratory workflows feel safer and smoother.

Browsing large data sources feels faster

Browsing schemas and tables is now much smoother on large data sources. The table picker is now virtualized, which keeps the UI responsive instead of rendering massive trees all at once as you explore bigger databases.

We also polished the browsing experience itself with cleaner hover states, easier copy actions, and improved dashboard and folder context menus. Altogether, moving around complex data sources should feel faster and less cluttered.

Fixes and improvements

• Fixed a line chart edge case that could make long category series loop backwards.
• Added a logout option during onboarding.
• Improved desktop app redirects.
• Prevented confusing dashboard filter edits from the chart editor when the filter belongs to a dashboard.
• Improved AI file uploads by normalizing file extension casing and fixing uploaded image rendering.

AWS Athena is now supported

You can now connect AWS Athena as a data source and start exploring and querying it like your other databases. This opens up a straightforward path to analyze data sitting in S3-backed lakes without needing to move it into a traditional warehouse first.

We also tightened up Athena-specific details (like the connection logo and SQL syntax edge cases) so the experience feels native end-to-end.

Schema Explorer is dramatically faster on large databases

Schema browsing and search are now significantly more responsive for big connections. The Schema Explorer UI is now virtualized, which eliminates the UI jank that could happen when expanding large schema trees.

Search is also more performant and intentional: very short searches no longer trigger expensive work, and searches cancel more cleanly while you type—so results feel snappy instead of laggy.

Embedded dashboards feel more complete

Full-app embed mode now supports the command menu (including the flows that rely on it, like filtering), but only shows the items that make sense in an embedded context. This fixes cases where embedded users would hit dead ends or “nothing happens” behavior because certain UI paths were blocked.

We also improved embedded polish: the loading screen now respects light theme correctly, embedded table charts scroll more naturally, and the embed sidebar behavior is more configurable (including optional hiding of Insights).

Insights are easier to tailor and act on

Insights can now have their own dedicated context, so you can guide how Insights should interpret your business and your data—without affecting other AI experiences.

You can also do more with Insights outputs: insight charts can be added to dashboards, and you can chat directly with insights to iterate and explore without losing the thread.

Fixes and improvements

• Enabled uploading CSVs and additional file types for AI workflows.
• Fixed alert schedule time entry so typing multi-digit hours works as expected.
• Prevented accidental overwrites when alert schedule values update while you’re editing.
• Fixed sharing menu search so results behave correctly.
• Fixed cases where the command menu could show “Data source not found” while a data source is still syncing.
• Improved reliability of chat/chart generation recovery after interruptions so messages don’t get stuck mid-generation.
• Fixed formatting and evaluation edge cases in SQL formatting.
• Fixed an Athena SQL offset syntax edge case.

Faster, more reliable live updates (Chat + Charts)

We made a substantial set of improvements to how Basedash streams live updates for chats and charts. The result is noticeably smoother real-time behavior—especially during longer sessions—reducing cases where updates stall, disconnect, or require a refresh to catch up.

These changes also improve the experience during deploys and intermittent network hiccups, so live content (like chat responses and chart updates) keeps flowing more consistently.

Infinite scroll for tables (no more paging)

Tables now support infinite scrolling, replacing traditional pagination. As you scroll, you can load more rows seamlessly—making it much easier to explore large result sets without jumping page-to-page.

This update applies across the product wherever tables appear (including dashboards and chart pages), and keeps the experience focused on exploration rather than navigation.

More control over Insights (including via API)

You can now disable Insights at the organization level—useful for teams who want tighter control over what appears in the UI and what gets generated. This setting is also configurable via the public API for teams managing orgs programmatically.

Fixes and improvements

• Added the ability to reorder filters.
• Improved variable creation/editing with AI-assisted enhancements.
• Reduced confusion during long-running data syncs by hiding certain “still syncing” connectors after 24 hours (purely visual).
• Improved the stability of the chart agent’s streaming responses.
• Improved chat message rendering resilience during partial updates.
• Strengthened security on authentication pages to better prevent clickjacking.
• Removed legacy “insight of the day” automations.

Control access to each data source (admin-managed)

You can now restrict who can query specific data sources inside an organization. Admins can grant access to “everyone”, specific groups, or specific people—while keeping existing orgs fully backwards-compatible (if you don’t configure grants, nothing changes).

This makes it much easier to onboard teammates safely (especially in larger orgs) without needing to split work across separate workspaces or duplicate connections.

Sharing & embed experiences are cleaner and more intuitive

Dashboard sharing permissions were streamlined into a clearer, single permissions list (instead of an “Everyone/Restricted” toggle), with improved behavior when multiple permission types overlap.

And for teams running Basedash in full-app embed mode, share menus are now hidden throughout the app—keeping embedded experiences focused and reducing “wait, should I click that?” confusion.

Fixes and improvements

• Added data-source access filtering across the product (so you only see/query what you have access to).
• Added an empty state in the chat sidebar when no chats match your current filter.
• Added an option to copy a chart’s SQL.
• Displayed Stripe discounts on the upgrade page (when a discount applies).
• Improved dashboard grid responsiveness.
• Fixed the filter popover opening automatically.
• Fixed the “Reset” button behavior on table views.
• Prevented empty SQL queries from running.
• Fixed “Copy as PNG” exports clipping dashboard metrics.
• Fixed metric layout overflow in some views.
• Improved sharing dialog layout to prevent overflow in tight widths.
• Added an SMTP “From email” field to self-hosted system settings (so admins don’t have to rely on an env var alone).

Refresh and organize charts faster

You can now refresh data for a single chart directly from the chart menu—handy when you’re iterating on one view and don’t want to refresh an entire dashboard.

We also made chart renaming feel much more lightweight: click the chart title in the header to rename it right in place, so keeping dashboards tidy is a lot quicker.

Stay in flow while AI works

Basedash can now send desktop notifications when AI finishes, so you can switch tabs (or step away) and still know exactly when results are ready.

We also added clearer loading states while chat messages are loading, making conversations feel more responsive—especially on slower connections or when opening longer threads.

Fixes and improvements

• Fixed dashboards briefly showing older cached data after a refresh/reload.
• Improved how AI formats percentage values so results read correctly as 0–100% (instead of 0–1).
• Improved AI SQL generation across dialects with clearer dialect-specific guidance.
• Improved reliability of AI query execution by automatically correcting certain tool-call errors.
• Improved stability of live streaming updates for chats and chart runs (long-lived connections now recover more gracefully).
• Reduced duplicate/overlapping data sync runs (including debouncing repeated manual sync clicks).
• Made periodic data syncing more consistent by moving it fully server-side.
• Improved automation reliability and scalability so automations are less likely to miss runs under load.
• Fixed a background job edge case that could cause intermittent failures.

Upload CSVs to chat (and use them in your questions)

You can now attach CSV files directly in chat and ask questions against them—great for workflows like “use these IDs from my spreadsheet, then look them up in my database and return a joined table.” The AI will read the CSV and treat it as structured context, so you don’t have to copy/paste rows into the prompt.

We also expanded what the chart agent can accept so it’s easier to provide visual context when you’re building or refining charts.

Public dashboards & embeds: more secure, more controllable

Public dashboards can now support “locked” filters via a secure token, so you can embed or share a dashboard where viewers can’t change specific filter values. This is especially useful when embedding dashboards into customer-facing portals or internal tools where the dashboard should always stay scoped to a specific account/region/team.

We also improved embed behavior so full-app embeds are more appropriately “locked down,” and made it easier to find the security credentials you need without forcing you to turn on unrelated embedding features.

Drilldowns got a major upgrade (including Number charts)

Drilldowns now work on Number charts, so you can click a top-line metric and immediately see the underlying rows that make it up—without having to redesign the chart as a table first.

On top of that, drilldowns are now more flexible: you can edit the drilldown SQL to control exactly what someone sees when they click into a chart, which makes drilldowns far more useful for real workflows (auditing, investigating outliers, and answering follow-up questions fast).

Fixes and improvements

• Added full-value tooltips on metric cards so you can see exact numbers (not just abbreviated values).
• Improved chart sizing on first render to reduce “jumping” as dashboards load.
• Improved metric text sizing for better readability across layouts.
• Fixed dashboard filter values not carrying over when opening a chart in the SQL editor.
• Fixed connections showing “initial sync” and “broken” states at the same time after a failed first sync.
• Enabled more natural follow-ups to automations in Slack threads by reusing the original automation context automatically.
• Surfaced database sync timeout errors in Slack (with clearer feedback and faster recovery).
• Fixed horizontal scrolling behavior in tables.
• Fixed vertical scrolling issues in the chat side panel.
• Made scrollbars easier to discover (especially helpful if you’re not using a trackpad).
• Fixed “Copy raw value” from the table cell context menu.
• Retained whitespace formatting in text blocks/charts.
• Tweaked vertical bar hover behavior to feel more precise.
• Improved Postgres connection options to support Unix socket-based setups (useful for certain hosted/self-hosted environments).
• Fixed Redshift schema sync failures related to column detection.
• Reduced cases where chats could disappear unexpectedly.
• Fixed web search behavior in AI where it wasn’t working correctly.
• Added clearer license status handling for self-hosted deployments.

Embedding & self-hosted controls

Embedding Basedash now has a cleaner, more “white-label” feel out of the box, with a simplified sidebar and fewer distractions when running inside an iframe. This makes it much easier to drop Basedash into an existing product experience without exposing unrelated navigation.

Admins also get more control over embedded deployments: you can customize the embedded theme, hide the org name in the sidebar, and hide the suggested prompt placeholders in chat. For multi-tenant apps, embed origin allowlists now support safe wildcard subdomains—so you don’t need to add every tenant URL one-by-one.

Chat organization: rename chats

You can now rename chats, which is especially useful when a chat turns into a long-running “project” and the original auto-title no longer reflects what you’re doing. This makes it easier to scan your chat list later and jump back into ongoing work.

Insights: easier to access, easier to run

Insights are now easier to discover and navigate, with UI improvements plus dedicated mobile support—so you can review insights on the go without needing the desktop experience. We also added quicker navigation entry points so Insights are easier to reach when you’re moving fast through the product.

For teams that don’t use Slack (especially self-hosted), Slack-related UI now only shows up when Slack is actually configured—reducing clutter and avoiding dead-end settings.

Dashboards & charts: responsive layouts

Dashboards now adapt more intelligently to the available screen/container width, including automatically shifting to a single-column layout when space is tight. This improves usability across smaller screens and embedded contexts.

We also fixed several chart rendering edge cases (including negative values and sizing inside chat) so charts look correct and stay readable across more datasets and layouts.

Fixes and improvements

• Added a one-click “New dashboard” button and restored the dashboards landing page link in embedded mode.
• Allowed embedded SSO customers to programmatically set avatars for “managed” embedded users.
• Improved bar charts with negative values so they render correctly.
• Fixed chart sizing issues when charts render inside chat.
• Fixed pie chart import issues.
• Reduced “Invalid code” errors during SSO signup by improving the signup flow.
• Prevented rare app freezes when switching between users (logout → login).
• Restricted group management actions to admins in the command menu.
• Improved email presentation by setting a proper sender name and cleaning up subject lines/templates (including a dedicated Insight email template).
• Added new subscription and trial lifecycle email templates.
• Made self-hosted asset/CDN configuration more flexible so uploads can work cleanly with your own CDN/storage setup.
• Expanded the public API for admins to manage organization members (list/get/delete) and optionally fetch an organization’s JWT secret when explicitly requested.
• Improved Redshift schema detection so Redshift connections introspect more reliably.
• Disabled AI chat file upload and audio transcription UI when Zero Data Retention mode is enabled (to avoid showing features that won’t work in that configuration).
• Improved command menu behavior and keyboard UX (including better focus and ordering).

Chart drilldowns

Charts now support drilldowns—click on a bar, point, or segment and immediately see the underlying records in a table. This makes it much faster to answer “what’s driving this?” without rewriting SQL or creating a separate detail chart.

Drilldowns work across common chart types (including bar, line, pie, maps, and more), and Basedash automatically generates the drilldown query so it’s available even when charts are created quickly.

Embedding & API keys available to everyone

Full app embedding and API keys are no longer hidden behind feature gating—all teams can now discover and use them directly from settings.

This makes it easier to roll out Basedash inside your product or internal tooling and build workflows around the platform without needing special enablement.

Zero data-retention support for AI

Basedash now supports a stateless / zero data retention mode for AI where required, enabling teams with stricter privacy or compliance needs to use AI features without retaining conversation state in the same way as standard mode.

Fixes and improvements

• Fixed the command menu showing incorrect results when typing immediately after opening it.
• Added automatic client-side retries for temporary 502/503 errors (with a “reconnecting” experience) to reduce disruption during brief outages or deploys.
• Kept the chat panel open when switching back to Ask mode so the UI doesn’t unexpectedly collapse.
• Added support for custom fiscal calendars so time-based reporting can align with your fiscal year.
• Added a new progress chart visualization.
• Improved scatter plots by fixing resizing/legend layout issues and refining dot styling.
• Fixed the “Yesterday” date range behavior.
• Improved dashboard editing visuals by fixing separator sizing in edit mode.
• Improved connector icon loading by serving Fivetran icons via CDN for faster page loads.
• Improved ClickHouse schema introspection compatibility by using system tables (helpful for more hosted ClickHouse providers).

Dashboard folders (with sharing that scales)

You can now organize dashboards into folders, making it much easier to keep workspaces tidy as your dashboard count grows. Folders show up in the sidebar and support quick organization, including drag-and-drop ordering.

Sharing is also smoother: you can grant access at the folder level and have dashboards inherit that access automatically—so you don’t have to manage permissions one dashboard at a time when a project expands.

Custom chart colors (plus a refreshed default palette)

Charts now support color customization so you can match brand palettes, keep colors consistent across dashboards, and make key series stand out intentionally (instead of relying only on the default rotation).

We also refreshed and tuned the default chart colors (in both light and dark themes) and expanded custom-color support to additional chart types, including funnel and scatter charts.

Export more data from table charts

Exports now work the way you’d expect for table charts: you can export up to 1M rows while preserving your current filters, sorts, and column ordering. This makes it far easier to pull “exactly what I’m looking at” for audits, sharing, and deeper analysis outside Basedash.

Public API: easier org + data source management

The Public API now supports listing organizations and listing data sources within an organization, making it much easier to build admin tooling and automation on top of Basedash.

We also added the ability to delete data sources via API, which helps teams fully manage lifecycle flows (provision → update → clean up) programmatically.

Fixes and improvements

• Improved the dashboard chat experience with a clear Ask/Edit toggle.
• Improved dashboard chat loading behavior to feel smoother and more reliable.
• Improved responsiveness of variable dropdowns while dashboards are still loading.
• Reduced “stuck” or wasted queries by canceling in-flight work more reliably (including when navigating away).
• Added local caching for chart query results (with guardrails) to speed up repeat loads.
• Fixed exporting records file names to be more consistent and correct.
• Fixed metric cards so negative numbers display correctly.
• Fixed the chat sidebar “scroll down” button positioning.
• Improved avatar color assignment so people with similar initials are easier to distinguish.
• Improved self-hosted setup with a clearer in-app configuration error banner.
• Fixed self-hosted SMTP emails to correctly use the configured “from” email address.
• Reduced intermittent 502-style errors to improve overall reliability.