Changelog

Your client dashboard now has a powerful analytics page that brings together data from every agent into one place.

Custom Charts — build them in seconds

Add custom charts to your dashboard with the new template picker. Choose from ready-made templates and configure them to track what matters most to your client:

• KPI Cards — single number metrics like total bookings, lead count, or estimated revenue

• Summary Banners — headline-style summaries that combine multiple metrics into one glanceable row (e.g. "142 calls this week, $2,400 estimated revenue, 87% success rate")

• Agent Breakdown Tables — side-by-side comparison of every agent's performance with columns you choose (conversations, call duration, success rate, custom values, and more)

Revenue-aware metrics automatically multiply by your value-per-unit, so a chart tracking bookings at $120 each shows $2,400 — not just "20".

Note: Custom Metrics are only available on Growth or higher plans.

Export Analytics to CSV

One click exports your analytics as a CSV file — per-date breakdowns, KPI totals, voice metrics, and custom chart values included. Available on both the unified client dashboard and individual agent analytics pages across all supported platforms (previously existed only for Voiceflow users). Export access can be toggled on and off in the client access.

Consolidated Analytics and Conversations in Client Dashboard

View analytics and conversations across all your agents in one place — no need to switch between agents to get the full picture.
This is disabled by default and can be enabled in client access.

Remember Me (30-Day Login)

Check "Remember Me" at login to stay signed in for 30 days without needing to log back in. Available for both agencies and clients.

After-Hours Call Tracking

Set your client's business hours (start/end time, days of the week, and timezone) in the client overview. Once enabled, every incoming call is automatically tagged as after-hours or not — and you can build analytics charts to see exactly how many calls came in outside of business hours.

Revenue Multiplier for Custom Metrics

When setting up a number chart in custom metrics, you can now enable "Show as Revenue Metric" and set a value per unit (USD or EUR). The chart will automatically multiply the count by that value and display it as a currency amount — for example, 47 booked calls × $100 = $4,700 in pipeline value.

Custom Menu Drag and Drop Reordering

Rearrange your custom sidebar menu items by dragging and dropping them into any order you want.

Bulk Delete Conversations

Select multiple conversations in the table and delete them all at once.

Free Trial for Client Billing

You can now offer a free trial period when creating a subscription for a client.

ElevenLabs: Call Ended Reason & Transfer Rate

Call ended reason and call transfer rate are now tracked and visible in analytics for ElevenLabs agents.
These charts are disabled by default and can be enabled in client access.

We're excited to introduce improvements to the login routing mechanism, aimed at enhancing user experience and pave the way for future flexibility.

Login Routing Updates

• Agency Login Path: Agencies can now log in through /agency/login, enabling single sign-on (SSO) functionality for custom domains.

• Client Login Adjustments: Clients will access the platform via /client/login, with automatic redirection in place to navigate custom domains from /login to /client/login so client experience will not be affected.

• These changes ensure a clear distinction in access paths for different user roles, fostering streamlined and efficient connectivity.

Thank you for using ChatDash! Please share your thoughts with us as we continually strive to improve.

We’re thrilled to announce a substantial update to ChatDash, introducing several exciting new features and improvements designed to enhance user experience and functionality.

Role-Based Access Control

• Added role management capabilities for clients, enabling tailored dashboard access.

• Client admin can now manage member roles and send invitations effortlessly.

  

New Feature Enhancements

Custom Tags for Conversations

• Personalized Tag Creation: Clients can now create and assign custom tags in conversations.

  

Conversation Assignment

• Enhanced Accountability: Assign specific members to conversations for better tracking and follow-up.

  

Data Filtering Views

• Custom Filters: Quickly filter conversation views based on user-established criteria.

  

Expanded Analytics for Voice Agents

• Call success, transfer, and pickup rates.

• Sentiment distribution analysis.

• Call activity by weekday and time of day.

• Average call duration.

Additional Features

• Custom Embedded Iframe: Agencies can now incorporate iframes into the conversation sidebar for more customized content display for their Clients.

Availability & Configuration

• Most features require activating settings within the “Client Details” → “Client Access” page.

• Data View, Custom Tags, and basic analytics are included across all plans, with advanced features exclusive to the Ultimate plan.

We hope these updates enhance your ChatDash experience. Your feedback remains invaluable as we continually strive to improve and innovate.

Hello ChatDash Community,

We have just finished rolling out the scheduled update and the dashboard is now back up and running!

With this update, there are some key changes to how you manage clients and agents inside of ChatDash. Here's what changed:

Unified Clients & Members

• Clients are now all "organizations" in functionality, allowing multiple members to be added for each client.

• Previous "non-organization" clients now all have a single member corresponding to the client, and additional members can be added as needed.

• A new Client Details menu has been added, where you can manage members, edit client info, and view assigned agents.

Projects Merged with Agents

• We have removed the terminology of "projects" and merged everything as "agents". Now, agents are directly assigned to clients instead of creating separate "projects".

• An agent can now only be assigned to a single client. For any existing agents that were previously assigned to multiple clients as projects, we have automatically created individual agents for each one.

• To pair with that change, we have also removed the limit on the number of agents that can be created across all plans.

• A new Agent Settings menu has been added, where you can now manage everything related to the agent including platform credentials and widget settings.

New UI for Clients & Agents

• You’ll now see updated layouts for the Clients and Agents menus to better fit the above changes.

We have made these changes in order to simplify the dashboard overall and reduce previous confusion with terminologies like "projects" vs. "agents" and "organizations" vs. "clients". These changes are also in preparation for new features we hope to bring to the dashboard in the final quarter of 2025, including native workflows inside ChatDash. We recently uploaded a video about our vision for the next version of ChatDash, so check it out if you have not already: https://www.youtube.com/watch?v=A7jz-_dYxkQ

We hope that after getting used to, these changes will make the dashboard more intuitive and easy to use, and encourage you to test out the new changes in your dashboard. As always, if you have any questions or need help adjusting to the new flow, feel free to reach out to the team!

Sincerely,
The ChatDash Team

Hello ChatDash Community,

We want to notify everyone that from 10:00 PM to 11:00 PM this Saturday, Sept. 13th (EST), the dashboard will experience a brief downtime. We will be using this time to carry out an essential migration and update to the platform, which we will provide details on with the actual release of the update.

For the smoothest transition, we have scheduled the update at this time when traffic on our site is the lowest, so we hope that any inconvenience will be minimal.

During this downtime, the agency and client dashboards will not be fully functional, so we advise not to access the dashboard during that time. All deployed ChatDash widgets will still be functional during this time.

Once the migration and update is complete, we will be sending out an update announcement right after and the dashboard will be back to normal at that point. We appreciate your patience and if you have any questions, please feel free to reach out to our team via Discord (https://discord.com/invite/R9dx4mZphS) or email (support@chat-dash.com).

Sincerely,
The ChatDash Team

Hello ChatDash Community,

We’ve streamlined how you manage subscriptions!

• All subscriptions are now created and managed from Stripe Billing → Subscriptions

• A new Transactions tab lets you easily view all payment activity in one place

• The Stripe Billing section inside Project Settings has been removed to reduce confusion

Hello ChatDash Community,

We've just released a new Webhook Logs menu for observability into ChatDash import webhooks for Retell & Vapi Agents, as well as some other improvements for better usability and reliability! 🚀

Webhook Logs (Retell & Vapi)

• You can now view the history of webhook events received by your ChatDash webhooks and their results for importing and forwarding.

• Track important KPIs like import success rate and catch any errors to help troubleshoot integration issues.

• 2-week retention period for all webhook logs.

Backfill Importer

• We are now running a backfill importer for chatbots using the import webhook.

• For any reason, if webhook events were not received by the webhook, the backfill importer periodically checks and ensures these conversations are still imported into ChatDash.

QoL Improvements

• New "reattach webhook" button in the Edit Chatbot menu to easily reattach the correct ChatDash webhook to your agent.

• More detailed webhook-related popups.

• Standard retry policy for forwarding webhook URLs when forwarding events to your webhook through the ChatDash webhook.

Check out our documentation on import webhooks to learn more: Import webhooks