Changelog

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.

PostHog direct data connection

PostHog is now available as a direct data source, allowing you to get real-time data right from PostHog—just as you would for any other direct database connection. Query your event-level analytics directly in Basedash without waiting for syncs or ETL pipelines.

Dashboards: auto-rotating tabs + a more polished tab UI

Dashboards can now automatically rotate through tabs on a timer—useful for wall displays, team TVs, or hands-off monitoring views.

We also refreshed the tabs UI to feel more consistent and clickable, and improved navigation so saving a chart brings you back to the correct dashboard tab.

Data sources & onboarding: a smoother connection flow

We streamlined the onboarding/connection flow and reduced confusion around connection health states—so it’s clearer when something is truly unhealthy vs. “still syncing.”

Introducing the Public API (private beta)

Basedash now has a Public API so you can automate your Basedash setup and maintenance. You can create, fetch, and update organizations; upload an organization image; and manage embedding-related org settings via API.

On the data side, the Public API supports creating, updating, and fetching data sources, plus verifying connection credentials before saving anything—making it much easier to build “test connection” flows into your own tooling. We also added a machine-readable API spec and introduced rate limiting to keep integrations predictable and stable at scale.

The public API is currently in private beta. Contact us at [email protected] to request access.

Full-app embedding: safer setup, clearer failures, better iframe support (private beta)

Full-app embedding complements our dashboard embedding offering by allowing you to not only embed a single dashboard in an iframe, but embed your whole Basedash app in an iframe—so you can tightly integrate Basedash with your existing products.

Embedding setup is now configurable directly in-app, with controls to enable/disable full-app embedding per org and manage allowed embed origins.

Sign-in is handled via JWT SSO—just get your JWT secret from Basedash, then create JWTs to authenticate users directly into your embedded app. You can also optionally assign a role through the JWT when provisioning new members.

Full-app embedding is currently in private beta. Contact us at [email protected] to request access.

Fixes and improvements

• Simplified the data source connection and onboarding experience.
• Improved navigation so saving a chart returns you to the correct dashboard tab.
• Preserved exact chart queries when adding charts from chat to dashboards (reducing “surprise” changes).
• Improved automation email recipient management (add/remove recipients more easily, including external emails).
• Prevented running Autopilot automations with missing instructions.
• Auto-named automations after the first run (instead of leaving “Start from scratch”).
• Improved recurring automation quality by using summaries of previous runs as context.
• Showed the last successful chart results when a refresh fails (instead of blanking the chart).
• Sped up data exports by avoiding unnecessary count queries.
• Fixed cases where charts could render blank unexpectedly.
• Fixed bar chart ordering issues when breakdown data is incomplete.
• Improved currency label spacing for multi-character symbols in bar charts.
• Clarified data source status when a connection is unhealthy.
• Tightened permissions and reduced accidental overwrites when making bulk dashboard/chart updates.
• Improved chat UI layout so content doesn’t shift and feedback controls stay visible.
• Reduced visual clutter by auto-collapsing long “context updated” callouts.

Basedash Autopilot

Today we’re excited to introduce Autopilot, the next evolution of Basedash.

Autopilot is an AI agent that proactively analyzes your data, finds the most important insights, and automatically surfaces them to your team.

Autopilot is a major upgrade to Reports, a beta feature many of our customers have been using for the past few months.

What began as a simple scheduled summary tool has grown into something far more powerful: an autonomous, always-on partner that helps you understand what’s happening in your business… and why.

Learn more about Autopilot here.

2025 Wrapped

We added a new “2025 Wrapped”, which lets you generate a summary of the year’s key insights for your company.

Try it out by clicking the new “2025 Wrapped” prompt in chat and share what your company achieved this year!

Fixes and improvements

• Streamlined the onboarding “Connect a data source” flow to feel simpler and clearer.
• Fixed PostHog tracking during onboarding.
• Improved Slack-delivered automation rendering for long content, especially when tables are involved, so messages stay readable.
• Fixed an issue where clicking an automation could open the wrong automation.
• Fixed an issue where chat-generated charts could spin forever instead of showing an error when something goes wrong.
• Fixed uneven and oversized bars in grouped vertical bar charts.
• Improved table column resizing so widened columns reveal more text with less aggressive truncation.
• Added scrolling to long submenus so actions don’t get stuck off-screen.
• Improved resilience around transient query failures (for example, network issues and 502s) so things recover more gracefully.

Richer chart export and copy options

You can now copy or export data from both chart tables and AI-generated markdown tables in a clean, markdown-friendly format. This makes it much easier to move structured results from Basedash into docs, Slack, tickets, or other tools without manual reformatting.

We also expanded the “copy” options so they’re available both from the chart card menu and from the table footer. Whether you want to grab a whole result set or a small slice of records, the copy actions are now consistent and easy to find across tables and charts.

More consistent and legible charts

Chart colors are now deterministic and consistent across the app. Categories get stable, predictable colors from a centralized palette, and single-series charts now use a neutral default color instead of cycling through brighter accents. Legend labels, metrics, and chart segments all stay in sync so what you see in the legend always matches what you see in the visualization.

We also fixed several issues around financial charts. Multi-letter currencies such as CHF now display correctly in tooltips and along chart axes without being cut off, and we pass the right currency information through to vertical bar charts. Legend entries are chosen in a stable order before being limited, so labels remain predictable even on busy dashboards.

Better Slack and chat experience

Slack messages now look much closer to how they appear in Slack itself. Mentions are rendered as readable names instead of raw ID strings, and emoji shortcodes like :wave: are converted into proper emojis before they’re shown in Basedash. Avatars in Slack chats now support consistent hover cards, giving you clearer context about who’s participating in a conversation.

Chat reliability has also improved. We fixed an issue where automations could briefly jump from a “generating” state back to an empty view before returning to “generating,” and we now refetch chat messages if generation stopped while you navigated away and then came back. Timeouts and reconnect behavior around chat syncing were tuned so slow or flaky connections are less likely to interrupt an ongoing conversation.

Onboarding and navigation improvements

The onboarding flow now includes an organization switcher for users who belong to multiple workspaces. If you start onboarding in one organization and then get added to another, you can switch to the correct workspace directly from the onboarding experience instead of getting stuck in the wrong one.

We also polished smaller visual and navigation details. Uploaded avatar images in onboarding now preserve their aspect ratio instead of appearing squished, and dashboard cards on the main dashboards view behave more like traditional tiles—more of the card surface is clickable, making it easier to jump into the dashboard you want.

Fixes and improvements

• Reduced duplicate Slack responses.

Slack chat: two-way sync and richer messages

Slack-connected chats are now truly two-way. Messages you write in Basedash are posted back into the linked Slack thread, and Slack mentions render as readable @names with rich tooltips showing profile details. When a Basedash member has no avatar, we fall back to their Slack avatar and also sync missing avatars into Basedash so conversations feel more personal and recognizable.

We’ve also polished the first response from the bot with a “View in Basedash” button, made long answers and automations robust against Slack’s 3,000‑character limit, and stopped raw Slack IDs from leaking into chat titles. Under the hood, message parsing and markdown handling are more forgiving, so chats are less likely to get stuck or fail to send because of formatting quirks or unusual Slack payloads.

Slack setup, permissions, and onboarding

Slack setup and troubleshooting are much clearer. The Slack integration view in the command menu now has a dedicated details pane showing workspace status, missing permissions, and clear actions like “Reconnect workspace” or “Update permissions,” plus a sidebar callout whenever the app needs to be updated. This makes it easier to understand at a glance whether your workspace is fully connected and up to date.

When permissions are missing, we add emoji reactions to show that a message is being processed, surface one-time guidance inside Slack with direct links back to the correct settings in Basedash, and avoid spamming duplicate warnings. New installs receive a short onboarding DM and a one-time tip the first time someone invokes the bot. Sharing charts now uses the bot installation for the whole workspace rather than per-user auth, so fewer people need to connect Slack before they can share charts.

Dashboard layout upgrades: tabs, headers, ultrawide

Dashboards now support tabs, making it much easier to organize complex workspaces into logical sections (for example, “Overview,” “Product,” “Growth”). You can move charts between tabs, with safeguards to avoid no-ops when you target the current tab, and you can add headers and freeform text blocks to explain what a dashboard or group of charts is for. This makes dashboards better suited to storytelling and team handoffs, not just raw monitoring.

For dense monitoring setups, an ultrawide dashboard mode lets you take advantage of wider screens, with follow‑up fixes to keep layouts looking correct across widths. Trial‑ending callouts have also been restyled to match the new Slack integration callouts, so important subscription and integration status messages feel consistent throughout the app.

Charting enhancements: goal lines, grouped bars, flexible line charts

Charts gained several new visualization options. Line and scatter charts now support goal lines, letting you overlay a horizontal target value so it’s easy to see whether metrics are above or below a threshold. Bar charts have a new grouped mode alongside stacked bars, so you can compare series side‑by‑side when that reads better than stacking.

The line chart type itself has been generalized to handle both time‑series and categorical data. It now automatically switches between time‑based and categorical modes and comes with updated copy and examples that make it clearer when to use each. The data source picker in the command menu also gained a split‑view details pane with human‑readable descriptions of each connector, making it easier to understand what each database or warehouse option is best suited for before you connect.

Automations

Automations and scheduled messages are more reliable. We fixed an issue where automations could remain stuck in a “Generating” state even after completing, and we now block new scheduled automation runs when an automation is already in progress for the same automation in the last 24 hours. This prevents duplicate Slack posts for the same scheduled automation and keeps automation statuses aligned with reality.

Slack automation notifications have been upgraded with clearer formatting and a “View in Basedash” button, and they now split very long content across multiple Slack blocks instead of failing when hitting Slack’s length limits. Together with the broader Slack messaging improvements, this makes automations easier to read directly in Slack while still providing a smooth path back into the app to explore details.

Fixes and improvements

• Replaced the thinking-steps popover in the chat sidebar with a single collapsible section, making it easier to scan and then tuck away intermediate reasoning.
• Fixed a bug where the loading bar could appear jittery in Safari, providing smoother visual feedback while pages and queries load.
• Corrected the “View documentation” command menu item in the desktop app so it opens docs in your default web browser instead of a new app window.
• Improved performance and reliability when connecting to very large databases by reworking how schema metadata is loaded and cached.
• Stopped introspecting tables from ignored schemas so database connections feel cleaner and faster, with less noise in the table list.
• Improved stability around Postgres and Databricks connections, reducing the chance of errors when connections are opened and closed.
• Reduced flickering during AI chart creation by avoiding chat message refetches while there are pending mutations for the chart or chat.
• Updated the Slack integration badge styling to use the latest success color tokens, aligning it with the rest of the design system.
• Cleaned up chat titles generated from Slack messages so they no longer include raw Slack user ID strings.