Release notes

Check this page for a running history of what’s new on the IdeaBoxAI platform, from major feature launches to smaller improvements.

v1.4.0

This release adds sharing and version history across the Persona AI platform, a new Drive to hold every file your personas generate, and workspace branding controls for admins.Share a conversation. Generate a link to any Persona AI chat session from the Share button at the top of the chat window. The recipient can view the full conversation and continue chatting from exactly where it left off. Shared links are time-limited and the exact expiry is shown to you at the moment you share.

Share conversation dialog showing a generated link with its expiry time and a Copy link button.

Share a persona. Control exactly who can use a persona you’ve built, with three visibility levels:

Private (default): only you can access the persona.
Organization: anyone in your workspace can access and use it.
Public: anyone with the link can access it.

Share persona dialog with the Private access level selected and a disabled Copy link field.

Share a skill. Generate a share link for any skill directly from the Skills Studio. When a teammate opens the link, they choose which project and persona to add the skill to, making it easy to hand a skill to another team without rebuilding it.

Skills Studio card for a skill with the Copy share link action highlighted.

Versioning

Persona version history. Every edit to a persona now creates a new version automatically. Open the version history panel to see each past version, review what changed, and promote any earlier version back to active, without losing your current configuration.

Persona version history panel showing the current active version and its description.

Skill version history. Skills follow the same versioning model as personas. The version history panel lists every past version along with its change description, so you can track how a skill has evolved and roll back if needed.

Skill version history panel showing the current active version and its description.

Drive

A new Drive section in the sidebar acts as a central store for every file your Persona AI generates. Each file links back to the session that created it, so you can always trace a file to its original conversation.

File management: download, share via a copy link, or delete any file straight from Drive.
Edit in Persona AI: reopen any Drive file and continue editing it by launching it back into a Persona AI session.
Session navigation: jump from any file card back to the conversation that generated it.
Grid and table views: browse your files as a visual grid or a sortable table, with keyword search and file-type filters.
File versioning: when a file is regenerated or updated, Drive automatically keeps the new version accessible from the file’s detail page.

The Drive page, showing where every file your Persona AI generates will appear.

Dashboard

Move artifacts to your Dashboard: any HTML artifact your Persona AI generates (a chart, a report, an analysis page) can be moved straight to your Dashboard from the artifact preview, giving you one dedicated place to collect your key outputs.
Pin your favorites: pin the dashboards you use most often to the top of the list for faster access.

Admin Console: branding

Workspace admins can now customize how the workspace and Persona AI look, from a new Branding section in the Admin Console:

Identity: set the workspace name, upload a logo (PNG or JPEG, up to 2MB), and configure a favicon for browser tabs.
Colors: customize primary and accent color palettes using a color picker or hex input.
Typography: choose the workspace font from the available options.
Live preview: every branding change updates instantly in a live preview panel before you save.
Reset to default: restore the default IdeaBoxAI theme at any time.

v1.3.0

This release introduces IdeaBoxAI Persona AI, a persona-driven AI assistant that adapts to your role, along with a redesigned navigation, an integration framework connecting 1,000+ tools, and a guided self-service onboarding flow.

IdeaBoxAI Persona AI

Persona AI core

Landing page and chat interface: a dedicated landing page shows your recent session history with one click to start a new chat. Getting-started prompts are personalized based on your own prior interactions.
Persona system: every user is assigned a role-specific persona that shapes Persona AI’s behavior, skills, and available workflows. You can switch personas mid-session.
Skills and knowledge: equip your persona with skills and connect knowledge bases and integrations, so Persona AI can take actions, retrieve context, and generate outputs tailored to your role and your data.
Memory: Persona AI remembers context across sessions for each persona, so it becomes more useful the more you use it.
Chat history management: every conversation is stored and searchable, with options to pin, rename, and delete sessions. Each session links back to the individual messages within it.
Model switching: switch between supported AI models directly from the chat interface. The active model is always shown in the chat input bar.

Platform skills

Web search and browse: Persona AI can search the web and read live web pages to bring in current information and external context in real time.
Document and artifact generation: using built-in sandboxed execution, Persona AI can produce and download richly formatted documents from the chat: HTML reports, PowerPoint presentations, Word documents, and PDFs, without leaving the conversation.
AI image generation: generate visuals directly from the chat interface using the dedicated image-generation model option.
File and image attachments: attach files (like PDFs and documents) and images (PNG, JPG, and more) to a conversation to give Persona AI extra context.
Skill creation via chat: describe a new skill directly in the chat, and Persona AI creates it and assigns it to your active persona automatically, with no manual configuration needed.

Admin Console and user settings

Admin Console: a full management surface for admins, covering user management, org-level connection approvals, observability, role-based access control, and an audit log with CSV export.
User settings: self-service profile management, including your personal integrations and usage activity.

The sidebar has been redesigned around three clear groups: Menu (core product areas), Settings (configuration and profile), and Support (help and documentation), with content organized by project so everything tied to a workspace is easier to find.

Personas and Skills have moved out of the Admin Console and into the main Menu, so any user can create and manage them without needing admin access.
Connections has moved from a nested tab under Settings to a first-class item in Settings, making it faster to reach.

Integration connectors

A new integration framework lets Persona AI read from and write to the external business tools you already use, with authentication handled transparently.

Connection management: browse available connectors, connect, view connection status, and disconnect, all from a dedicated Connections page. Connections are managed per user.
1,000+ connectors: access over 1,000 tools and services out of the box, spanning CRMs, productivity suites, communication tools, data platforms, and more.
Dynamic connector registry: new connectors can be added over time without requiring you to do anything on your end.

Freemium onboarding

A guided, self-service setup flow takes new users from sign-up to a fully configured, personalized workspace with no admin required.

Sign-up and onboarding wizard: a multi-step wizard tracks your progress and resumes from the last step if you drop off and come back later.
About you: tell us your company name, website, functional area, and a short business description. Everything auto-saves as you go, and an “Improve with AI” option can rewrite your description for you (with the option to accept or revert).
Persona selection: see an AI-generated summary of your company alongside a ranked set of suggested personas matched to your context. Pick one, or create your own custom persona.
Data setup: connect a live data source, or start with AI-generated sample data seeded from your company context, while your workspace is prepared.
Workspace launch: watch your workspace get built in real time, then land in it fully configured, complete with an interactive in-app tutorial.
Business DNA: after launch, refine your business context at any time and regenerate persona suggestions to match.
Credits and wallet: freemium users receive 10,000 credits per week, with in-app alerts as you approach your limit.

Help Center

In-app Help Center: get guidance on using the platform without leaving it. Answers are backed by search over IdeaBoxAI’s documentation, with citations back to the source articles.
Feedback and bug reporting: submit feedback or report a bug directly from the Help Center.

Usage and observability

Your usage: see your own credit consumption and model-level usage breakdown, with 7-, 30-, and 90-day views.
Admin usage view: admins can see the same data aggregated across the whole workspace.

Knowledge Base

The Knowledge Base creation flow has been redesigned for a smoother, more guided experience when adding, indexing, and managing your knowledge sources.

Dashboard experience (beta)

A full refresh of the dashboard list and detail pages for a faster, more interactive experience. All of your existing dashboard workflows (viewing, editing, renaming, deleting, and theming) continue to work exactly as before.

Refreshed list page: a sticky search toolbar, sortable columns, and a List/Grid view toggle, with an inline actions menu on every card for Open, Rename, Duplicate, and Delete.
Dashboard metadata at a glance: see the dashboard name, creation date, and creator directly in the list view.
Grid view with thumbnails: switch to Grid view to see a visual preview of each dashboard’s chart layout.
Inline duplicate, rename, and delete: manage dashboards directly from the list, with a confirmation step before anything is deleted.
Last refreshed timestamp: always see when a dashboard’s data last updated.
Refresh scheduling: configure an automatic refresh schedule, or trigger a manual refresh on demand.
Chart hover actions: hover over any chart for quick access to copy, edit, delete, and chart-type options.
AI-assisted chart editing: open the Dashboard Agent from any chart to describe a change in natural language: a new filter, a different chart type, a rename, and have it applied without leaving the page.

v1.2.0

This release makes it easier to explore data conversationally and to understand what your charts are actually telling you.Navigate data hierarchies with one click. Roll up and down through levels like year, quarter, and month. The whole chart transitions between levels at once, without needing to select individual data points. A level indicator always shows you where you are (for example, “Quarter · Level 2 of 3”), and your active global filters stay applied at every level.Build and edit dashboards by chatting. Describe the dashboard you want in plain language, and the Dashboard Bot handles the rest: discovering the relevant data, generating titles, layouts, KPI cards, and charts, and applying edits as you ask for them. Every chart creation or query change shows you a preview before anything is saved, and any change that would remove an existing connection between charts is flagged clearly before you confirm it.AI Insights on every chart. Each chart now includes an AI Insights card with four layers of context:

Summary: a concise description of what the chart shows.
Business impact: what the pattern in the data means for your business, including risks, opportunities, and suggested actions.
How it’s calculated: how the insight is derived from your underlying data.
Key highlights: the most important patterns and changes to pay attention to.

Make dashboards match your brand. Customize your primary color, a chart color palette of up to 8 colors, your dashboard background, and font pairing, and upload your organization’s logo, with a live preview before anything is applied workspace-wide.Jump straight to related data. Configure Drill Through links so that clicking a data point takes you directly to a related dashboard or dataset, with the relevant filters (like a customer ID or date) carried over automatically. A single data point can have multiple Drill Through destinations to choose from, and you’ll see a clear message if you don’t have access to a configured target.This release also includes a range of accuracy and consistency improvements to how chart values are calculated and rendered, including better handling of null values, empty datasets, and edge cases when aggregating data.

v1.1.0

This release adds new ways to get a dashboard up and running fast, and smooths out onboarding for new users.Turn a spreadsheet into a dashboard. Upload a CSV or Excel file (including multi-sheet files) and the AI agent analyses it to automatically generate a relevant dashboard with appropriate charts, KPIs, and metrics. No data pipeline setup required.Give Persona AI more context. When generating a dashboard from an uploaded file, you can now also attach a reference document or Standard Operating Procedure. The agent uses it to better understand your terminology and business rules, resulting in more accurate, domain-aware dashboards.One-click cube recommendations. In the Knowledge Base, click Recommend Cubes to have AI analyze your available data sources and automatically generate relevant cube configurations, alongside the existing manual and natural-language creation options.Simpler sign-up for new users. New users can now register through a dedicated freemium sign-up flow and complete an onboarding form to personalize their workspace, all without needing an admin invitation.More control over your charts.

Global filters: add a filter that can control multiple charts at once, and choose exactly which charts respond to it.
Table column filters: filter table charts by individual columns for more granular data exploration.
KPI chart drilldown: configure a KPI chart to drill into more detail, either through specific drill members or by setting another chart or table as the drilldown target.

v1.0.0

This is the foundational release of the IdeaBoxAI platform, introducing AI-driven analytics, a smarter knowledge base, and conversational agents.Agentic BI Discontinued. AI-generated dashboards, built automatically from your business context and available data.

AI-generated dashboards: created automatically based on your business context and data.
Automated metrics and visualizations: the AI selects relevant KPIs, metrics, and chart types for you, with no manual configuration required.
Manual and drag-and-drop editing: fine-tune any dashboard by hand whenever you want full control.
Foundational analytics and insights: baseline trends, summaries, and performance indicators out of the box.
AI assistant for dashboards: an embedded assistant explains metrics, trends, anomalies, and relationships in plain language, so both business and technical users can work with the same dashboard.

A smarter Knowledge Base. Structured, semantic analytics powered by a new Cube Modeler.

Cube modeler creation: build cube modelers through a simple, AI-powered workflow, right from the Knowledge Base.
Natural language query-based creation: describe what you need in plain language; no data-modeling expertise required.
AI-powered cube generation: an AI agent interprets your request, generates the cube configuration, and prepares it for deployment.
Automatic deployment: your cube modeler deploys automatically, with no manual setup.
Seamless dashboard integration: new cube-based metrics are instantly available for visualization in your Agentic BI dashboards.

Conversational AI agents. A unified conversational and agent-driven intelligence layer across the platform.

Natural language querying: ask questions in plain language to explore your data, metrics, and insights.
Insight explanation: AI agents explain results, trends, and anomalies with context.
Agent-orchestrated actions: agents drive dashboard generation, cube modeling, and analytics workflows end-to-end.
Context-aware intelligence: agents draw on your Knowledge Base and cube models for accurate, consistent answers.

Platform foundations. A core intelligence layer powering analytics, agents, and conversational workflows across the platform, a unified design system for a consistent experience everywhere, and an initial integration framework focused on onboarding your data.This release also includes early groundwork for an upcoming Agent Builder and Automations experience, single sign-on for all users, and a range of stability, reliability, and rendering improvements across the platform.

Getting Started