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Documentation Index

Fetch the complete documentation index at: https://basedash.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Sankey charts are here

You can now visualize flows—funnels, transitions, attribution paths, anything with a source-to-target shape—as proper Sankey diagrams. Pick source, target, and value columns from any SQL result and Basedash renders a responsive SVG flow chart with hover tooltips, drilldown variables, and optional per-node color overrides. The AI chat agent knows how to build Sankeys directly from edge-list SQL results, so you can just describe the flow you want and Basedash picks the right shape and wiring on its own. Sankey charts work end-to-end across dashboards, Insights, and public renders.

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Insights run on your schedule

Each organization can now choose how often Insights are generated: daily, weekdays only, weekly on a chosen day, or monthly on a specific date. Pick the cadence that matches how your team actually checks in instead of having Insights arrive every morning whether you need them or not. The new controls live in Insights settings and apply across the org. We also brushed up surrounding copy that previously described Insights as daily-only.

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Insights notifications now show the chart

When an Insight publishes to Slack or email, the post now includes a 700x500 image of the actual chart rendered server-side, with a clean text-only fallback if rendering fails. You get the visual context inline without having to click through to Basedash to see what changed. We also rolled out a new public Insights API so you can list, generate, fetch (with raw chart data), and delete Insights programmatically—useful for piping insight outputs into your own workflows or pinning specific runs into your own tooling.

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Chat can build and manage automations for you

The chat agent now has full read-and-write access to automations: it can list, create, update, and delete them, and successful tool calls render as clickable automation cards in the thread that take you straight to the automation detail page. Ask in natural language to spin up a recurring report or tweak a schedule and the agent does it inline with sensible defaults, instead of peppering you with follow-up questions. The agent is also better at proactively suggesting automations when it sees a good fit, and it now anchors new chats to the conversation initiator and their browser time zone—so the schedules and recipients it picks default to the right person and the right local time.

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Fixes and improvements

  • Sorted connected data sources alphabetically by display name across navigation, command menus, and selectors so they appear in a predictable order.
  • Unified active members, pending invites, and deactivated members into a single Members settings list with status filtering and live name/email search.
  • Surfaced pending invites in the group add-member picker so you can add invitees to groups before they accept.
  • Added dashboard folders to favorites—favorited folders show up as collapsible groups in the sidebar.
  • Let members with edit or manage access on a folder create dashboards inside it, instead of restricting folder-scoped dashboard creation to admins.
  • Refined chart card header layout so titles and action buttons no longer compete for space, and tightened hover/loader behavior.
  • Standardized secondary metric label styling across line, vertical bar, funnel, table, and number charts for a more consistent look at any width.
  • Fixed chart time zone edge cases so day and month buckets and date-only values no longer shift by a day depending on locale.
  • Fixed number chart label truncation so long secondary labels shrink and ellipsize while keeping the metric value fully visible.
  • Rendered mutating-query thinking steps in chat with status text and the full SQL block, so you can inspect exactly what the agent is about to run.
  • Switched generated Slack messages to Slack markdown blocks so tables, headers, dividers, task lists, and fenced code render cleanly instead of as raw text.
  • Tightened AI guidance for number chart labels so the secondary label stays short and unit-like instead of repeating the chart title.
  • Split the chat assistant job pool into user-initiated and automation queues so a fan-out of scheduled reports can’t slow down interactive chats.