improvement

Verify the numbers in your analysis

16 minutes ago
Verify the numbers in your analysis

When you’re chatting with Genie and want to double-check a metric or result, you can now trace where the number came from right from the conversation.

  • Check the underlying data: Open Verify from any chart card to see the data behind a metric or result.
  • Trace its lineage: Use Lineage Explorer to follow how the metric was built and where its data came from.
  • Move forward with confidence: Double-check important findings before sharing them or using them to make a decision.

improvement

Edit Artifacts with comments

18 minutes ago
Edit Artifacts with comments

Leave comments directly on an Artifact and have Genie, your AI Analyst, apply the changes for you.

  • Edit exactly what needs work: Select a section of an Artifact and leave a comment describing what you want changed.
  • Apply multiple edits at once: Leave feedback across the Artifact, then have Genie apply all of your changes together.
  • Get to a finished version faster: Refine reports and presentations through feedback without having to recreate them.

improvement

Build and update dashboards through conversation

19 minutes ago
Build and update dashboards through conversation

You can now ask Genie, your AI Analyst, to create more complete dashboards and make changes to existing ones by describing what you need. 

  • Build a dashboard from a prompt: Tell Genie what you want to track, and it can create the dashboard for you.
  • Use the right view for your data: Genie can choose from more visualization types and organize the dashboard around the information you want to monitor.
  • Refine existing Databoards faster: Ask Genie to change metrics, breakdowns, filters, date ranges, comparisons, or chart types without editing each Datablock manually.

improvement

Interpret results faster with improved charts

6 days ago
Interpret results faster with improved charts

We’ve improved the charts Genie, your AI Analyst, creates so you can understand results and performance breakdowns more quickly.

  • See breakdowns more clearly: Charts now organize categories more effectively when you’re comparing performance across campaigns, channels, sources, or other dimensions.
  • Distinguish results at a glance: An updated color scheme makes different categories and data series easier to tell apart.
  • Interpret your analysis faster: Clearer visualizations make it easier to spot differences and understand what the data is showing.

improvement

Get answers and Artifacts faster

6 days ago
Get answers and Artifacts faster

We’ve improved how Genie, your AI Analyst, processes your requests, so it now returns answers and creates Artifacts noticeably faster, helping you move through analysis and reporting with less waiting.


new

Create and track Goals in chat

6 days ago
Create and track Goals in chat

You can now create Goals directly from Genie, your AI Analyst, and check your progress without leaving the conversation.

  • Create goals in plain language: Tell Genie what you want to achieve and by when, and it’ll create the Goal after you confirm the details.
  • Check progress in chat: Ask Genie how you’re doing against a goal and get the latest status directly in the conversation.
  • See goals visually: Genie can display Goals directly in chat, making it easier to review progress alongside your performance data.

new

Chat with your AI Analyst from anywhere in Databox

1 week ago
Chat with your AI Analyst from anywhere in Databox

Genie, your AI Analyst, is now available on every page in Databox, making it easier to get help and complete tasks without leaving what you're working on.

  • Get help as you work: Ask questions about Databox, troubleshoot issues, or let Genie help resolve them. If you need additional assistance, Genie can connect you with our support team.
  • Get answers with more context: Genie understands where you are in the app and can use your data and metrics to provide more relevant assistance. 
  • Keep working on the same page: Open Genie in a side panel alongside your work, or expand the conversation whenever you need more space.

improvement

Get notified when your analysis and reports are ready

1 week ago
Get notified when your analysis and reports are ready

You can now continue with other work while Genie, your AI Analyst, handles your request. You'll receive a notification when the response is ready.

  • Keep working while Genie runs: Move on to other tasks while your request is being processed.
  • Know when your response is ready: Get notified as soon as Genie finishes working on your request.
  • Review the results when you're ready: Return to the conversation to see the completed response and continue your analysis.

improvement

Choose the right level of reasoning for your task

2 weeks ago
Choose the right level of reasoning for your task

You can now choose between Light, Standard, and Deep modes in Genie, your AI Analyst, giving you more control over the balance between response speed and reasoning depth.

  • Light: Get faster responses to straightforward questions and simple tasks.
  • Standard: Balance speed and reasoning for everyday analysis.
  • Deep: Allow more time for reasoning when investigating complex questions that require a more thorough analysis.

new

Bring external information into your performance analysis

2 weeks ago
Bring external information into your performance analysis

Genie, your AI Analyst, can now search the web and read pages you share, helping you bring relevant external information into your analysis.

  • Find industry benchmarks: Look up benchmarks to understand how your performance compares with industry standards.
  • Research competitors and market trends: Search for relevant information to understand changes in your business performance better.
  • Analyze web pages: Share a link to an article, report, or website and ask Genie to read it and use the information in your analysis.

new

Build datasets through conversation

2 weeks ago
Build datasets through conversation

Genie, your AI Analyst, can now build datasets through conversation, making it easier to prepare your data for deeper analysis.

Simply describe what information you need and which data source to use, and Genie will organize it into a structured table. From there, you can ask Genie to create custom metrics or explore your data further by asking questions.


new

Give your AI Analyst the context to explain performance and help you take action

4 weeks ago
Give your AI Analyst the context to explain performance and help you take action

Now, you can connect your business tools to your AI Analyst so it can better understand what's happening in your business, deliver more relevant recommendations, and help you act on them.

  • 50+ pre-built AI connectors: Connect tools like HubSpot, Asana, and Amplitude in one click from the AI connectors library.
  • Custom AI connectors: Add any tool that has an MCP server by entering its URL and signing in with the authentication method the server supports.
  • Analysis with business context: Your AI Analyst checks your connected tools when it looks into a change, so its explanation reflects the reality of your business. 
  • Action in connected tools: Ask your AI Analyst to create a follow-up task or update a record in the connected tool right from the chat. 
  • Permissions you control: Set each tool, or a whole group of tools, to always allow, needs approval, or blocked.

new

Get recurring analysis delivered on schedule

1 month ago
Get recurring analysis delivered on schedule

Give your AI Analyst a prompt and a cadence, and it runs the analysis using your live data and business context, then delivers the findings or finished report by email, Slack, or in-app.

  • Create it from a form or a conversation: Create a Routine by filling in the name, prompt, and schedule manually. Or ask your AI Analyst in chat to turn a prompt into a Routine.
  • Run on a schedule or a trigger: Choose a daily, weekly, or monthly cadence, or start a Routine from a webhook when something happens in another system.
  • Follow up on any run: Every run is saved under its Routine, so you can open a past report and ask a follow-up question that continues from those results.

Want to learn more about Routines? Read the blog.


improvement

Personalize your home screen around how you work

1 month ago
Personalize your home screen around how you work

Choose what you see when you log in and organize your home screen around the metrics, reports, and analysis that matter most to you.

  • Keep what matters in view: Add the metrics, Databoards, reports, Artifacts, and notes you use most, and remove what you do not need.
  • Organize it your way: Reorder widgets, group related information into sections, and use color to make important metrics easier to spot.
  • Keep AI Analyst close by: Start a new conversation, return to recent ones, or use suggested prompts from your home screen.

new

Turn your reporting and analysis process into a reusable Skill

2 months ago
Turn your reporting and analysis process into a reusable Skill

Now you can save the steps, standards, and context behind a task as a Skill, so your AI Analyst follows the same process every time the work comes up.

  • Create a Skill from an existing process or a conversation: Write the instructions yourself, upload a file you already use, or describe the process to your AI Analyst in chat. Your AI Analyst asks follow-up questions and drafts the Skill for you to review.
  • Start recurring work with the right process in place: Run a Skill directly with a slash command, or ask your AI Analyst as you normally would. When your request matches an enabled Skill, your AI Analyst applies it automatically.
  • Give everyone a consistent way to work: Keep a Skill personal when it reflects how you work, or share it with the company so everyone in your account follows the same steps and standards.