Changelog

Self-hosted deployment updates

We introduced a System Settings UI that centralizes configuration (like email and AI providers) in-app for self-hosted instances. This reduces reliance on environment variables and makes setup and ongoing administration much simpler.

Access is limited to admins on self-hosted instances. While the first iteration focuses on foundational structure, it sets the stage for more configuration options to be managed directly in the app.

Simpler SMTP configuration with test emails

SMTP setup is now more forgiving for self-hosted deployments. Authentication is optional when no username/password is provided, and TLS behavior is handled more explicitly to support local/dev testing scenarios.

A test email tool lets you validate templates and configuration end-to-end, improving confidence in email delivery before going live.

Improved Fivetran connector onboarding

We improved the connector onboarding flow to make it easier to connect new data sources through Fivetran, with clearer status indicators and better error handling.

Charts in Chat for everyone

You can now generate and work with charts directly from Chat across the app. While viewing a dashboard, adding a chart from the global chat instantly pins it to your current dashboard—making it faster to capture insights without context switching.

We also smoothed the reading experience in chat with cleaner table rendering and streaming of final assistant replies so long answers don’t “jump” when they finish.

Redesigned chat sidebar: integrated and resizable

The chat sidebar is now part of the main layout and can be resized to fit your workspace. The previous floating panel has been removed, giving a more predictable, space-efficient workflow and consistent sizing across chat contexts.

Fixes and improvements

• Added a loader in the sidebar while a chat is generating.
• Hardened security across authentication and session handling.
• Improved stability for real-time sync connections.

Global AI sidebar

A new global AI sidebar is now available across the app, making assistance just a click away wherever you are. The chat list is collapsible and there’s a floating sidebar variant so you can keep working while chatting. When you navigate between pages, your selected chat now stays open in context for a smoother flow.

We also tightened up the sidebar experience with scroll reliability, better spacing, and visual refinements to “thinking” states so the interface feels faster and more consistent.

New OTP login flow

We’ve introduced a one-time passcode (OTP) login option for a faster, more reliable sign-in experience. The OTP screens have been refreshed to be clearer and more consistent with the rest of the product.

Alongside the new flow, we fixed an issue where magic links could fail if you were already logged in, improving reliability for link-based sign-ins.

Automations onboarding and clarity

New workspaces now automatically get a “Daily insight” automation with email notifications enabled, so you start seeing value without setup. If you don’t want it, you can always remove or customize it later.

Chat navigation overhaul: right-side list + full-screen chats

We moved the chats list to the right sidebar to match the main app’s layout and improve focus on results. You can also open individual chats in a full-screen view for deeper exploration without distractions. This makes navigating between chats faster and more consistent with the rest of the product.

Private or shared chats, with a simple toggle

You now have clear control over who can see a chat. A new Share button lets you set chats to private or shared at any time, and your sidebar filter for private/shared chats persists across sessions. New chats respect your current filter selection, so you’re always creating in the mode you expect.

Charts in chat: add to dashboards, export, and copy as PNG

Turning insights into assets is quicker: charts generated in chat can be added directly to a dashboard (existing or new), copied as a PNG, or exported. We also refined chart sizing and frames so results feel more readable. When sending answers to Slack or email, interactive charts are disabled to avoid confusion and ensure the message comes through cleanly.

Data page: table context menus

Right-click context menus are now available on tables in the Data page, making it faster to access common actions like filtering, sorting, and copying.

Upgraded AI engine to GPT-5

We’ve upgraded both the chat and chart agents to GPT-5. You should see stronger reasoning, clearer responses, and more reliable tool use across multi-step tasks and longer conversations.

Behind the scenes this also improves how context carries across turns, resulting in more consistent follow-ups and better alignment with your intent.

Organization-level custom AI context

You can now define a custom AI context for your workspace. Use it to teach the AI your preferred terminology, data nuances, or response style so answers better reflect your organization.

This setting is available from the organization switcher and in Settings. Once configured, the chat and chart agents will take your context into account by default.

One-click copy for chat messages

Every chat message now includes a dedicated Copy button, making it quick to share answers with teammates or reuse snippets elsewhere without losing formatting.

Fixes and improvements

• Improved chart rendering performance for large datasets.
• Fixed edge cases in date range filtering.
• Improved error messages when database connections fail.

Smarter dashboard defaults

We now remember your last-used date range and grouping choices on dashboards. When you come back, those controls will auto-populate with what you used most recently, making it faster to pick up where you left off and keep analyses consistent across sessions.

Self-hosting email providers (coming soon)

We introduced a new email system for our upcoming self-hosted functionality that supports multiple providers. This gives organizations options to configure the provider that fits their infrastructure and adds resilience with the ability to set fallbacks if our primary service has an outage.

Fixes and improvements

• Fixed an issue where chart errors didn’t display properly on public dashboards, and added an edit button when you have permission.
• Fixed an issue where the date range behaved incorrectly on the new shared (v2) dashboard route.
• Fixed an issue where public dashboard variables were filtered out unexpectedly.
• Improved bar chart rendering with better axis labels and spacing.

Reorderable dashboards

Reorder dashboards to fit your flow. You can now drag-and-drop dashboards to set the order that works best for your team. Keep your most important dashboards up front and streamline navigation so everyone can find what they need faster.

Multi-select variables

Richer chart interactivity with multi-select variables. Charts now support multi-select variables, making it easier to compare multiple segments or filters at once. This adds flexibility for building side-by-side analyses without juggling separate dashboards or views.

Pie chart legends

Pie charts now include legends, making it easier to understand what each segment represents without hovering.

Onboarding improvements

Smoother first-time experience and sign-in. We’ve polished onboarding and sign-in. If you sign up with Google, non-verified emails can authenticate via a one-time passcode. New users without an organization will be guided to set company details in the first step, reducing friction and clarifying setup.