Documentation

Customization with AI Agent

Customize dashboard appearance with whitelabeling, logos, color palettes, and light/dark mode—available in the editor or via AI Agent.

Generate full dashboards or make targeted changes using simple prompts—add branding, create visualizations, adjust formatting. Supports time-series trends, comparisons, and widgets like charts, tables, KPI scorecards, and funnels.

The AI Agent can also update formatting across multiple widgets at once and create reusable custom views:

Sharing

Flexible visibility controls: workspace-wide access, invite-only, or public links for external stakeholders.

Other Improvements

Now you can apply reusable custom metrics and fine-tune per-metric formatting (axis labels, tick marks, display settings).

‍

Take control of your workspace with the new Data Deletion feature. You can now delete data tables directly from the UI, making it easier than ever to clean up irrelevant objects and keep your environment organized.

When you delete a data table, all associated extract orders, load orders, and saved data are automatically deleted, where manual cleanup is not required.

AI Agent can now query data directly from your connected destinations—not just the Improvado ClickHouse database. This update includes:

• Write destination querying: AI Agent can access data in Google BigQuery, Snowflake, and MySQL.‍

• Broader data coverage: Ask questions and get answers based on data wherever it lives.

The naming convention setup has been redesigned as a streamlined wizard. Instead of navigating a complex interface, you can now create naming conventions quickly by following the guided steps from start to finish.

‍

You can now assign account owners from Settings to enable MDG Dashboard filtering. Once assigned, account managers can filter the dashboard to view only their accounts and associated rules, making it easier to focus on relevant violations and compliance metrics.

‍

We’ve improved the Flat Data experience to give you more control over how data is written and to make the setup flow clearer and more consistent across all Flat Data integrations. This update includes: 

• Write strategy: You can now define how new data is added for any Flat Data extracts using the new Write strategy setting - including overwrite and upsert-based options.
• Configurable key fields for Upsert strategies: When using Upsert, you can explicitly select which fields act as keys. These fields define record uniqueness and control whether rows are inserted or updated.
• Streamlined Flat Data UI: The setup flow has been simplified and unified across all Flat Data integrations.