September 14th, 2025
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:
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.
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.
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
September 11th, 2025
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
August 5th, 2025
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


July 19th, 2025
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! 🚀
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.

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.
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
July 15th, 2025
Hello ChatDash Community,
We’ve just dropped Analytics Templates to make client analytics configuration easier. Now you can:
Configure one analytics page with the layout you want and custom charts
Save it as a template
Apply it instantly across multiple clients or projects
No more manual setup if your clients share the same analytics layout. Learn more about this feature here: Analytics

July 7th, 2025
Hello ChatDash Community,
We've just released various improvements to Stripe Billing and SaaS Mode! 🚀
Auto-Deactivate on Payment Failure
- When a client’s subscription cancels due to a payment failure, their account will now be deactivated.
More Usage Metrics
- Conversations - Charge clients by conversations
- Value-Based – Charge clients by custom analysis boolean field (like appointment_booked) you set up for their agent
Multi-Project Subscriptions
- One subscription can now cover multiple projects that share the same product
Coupons in Your Dashboard
- Create, manage, and apply coupons right from your Dashboard.
Tax-Inclusive Product Pricing
- Decide whether to include tax in your price.
Check out our documentation on Stripe Billing: Stripe billing
New Client Signup Notifications
- Agency members receive email notifications when new clients sign up.
Custom Payment Redirect URLs
- Customize where clients land after successful payment on initial signup (defaults to a thank you page before the client dashboard).
Template Form Option
- Replace agent template system prompts with user-friendly forms, allowing clients to customize agents through simple inputs while keeping technical details hidden.
Blank Agent Option
- Give clients the option to create agents from scratch instead of choosing from existing templates.
Custom Menu Configuration
- Set up plan-specific menus that appear on the client dashboard sidebar based on their subscription tier.
Check out our documentation on SaaS Mode: SaaS Mode
June 26th, 2025
Hello ChatDash Community,
We've just released another set of updates, including support for white label email and backend on the Growth plan! 🚀
You can now set up white labeling for emails!
Any emails sent to your clients from ChatDash will now be sent from your desired custom domain with your branding.
This currently encompasses a few types of emails, such as client two-factor authentication. We will continue to expand the utilization of white labeled emails on ChatDash.
Check it out now in Settings > Email.

You can now set up a custom backend domain!
All requests from your white labeled dashboard will now be made to this custom backend domain.
Completely hide ChatDash from the network tab or anywhere else the server URL may be viewable.
Check it out now in Settings > Whitelabel.

For Retell, Vapi, and ElevenLabs, you can now keep your accounts connected with API keys, so that you don't have to repeatedly go looking for them every time you want to add a new chatbot on ChatDash.
With an account connected, you can simply select the integration and browse associated agents when adding a new chatbot for a more streamlined experience!
Check it out on the new Integrations tab.

A new minimal widget type is now live for Retell, Vapi, and ElevenLabs voice agents!
Check it out now in Project Settings.

June 19th, 2025
✅ Client conversation notes now expand dynamically based on content
✅ Separate logo options for login page and client dashboard for better sizing control
✅ Default agency logo now applies automatically to new projects
✅ Auto-generate client password now handled in-app (outside onboarding flow)
✅ Conversation Export: choose which columns to include, including custom analysis
✅ Custom Iframe menu types:
– Simple URL: Auto-wraps a URL in a full-page iframe
– Advanced Custom Iframe: For technical users needing deeper embed control


✨ Dark Mode Toggle — now available for both agency dashboard and client dashboards, with settings managed separately
✨ Custom CSS per client (Premium & Growth plans only) — define unique styles by navigating to each client’s detail page
✨ Custom loading icon (Premium & Growth plans only) — personalize the dashboard loading experience with your brand


June 15th, 2025
Hello ChatDash Community,
We've revamped our documentation and are excited to announce our new Help Center!
An all-in-one stop to help you on your ChatDash journey.
Browse our documentation about ChatDash and all its features.
Get answers from AI directly through the embedded widget.
Navigate to our Feedback Board where you can post feature requests and bugs.
Follow all the latest changes to ChatDash and where we're headed next!
You can find the new Help Center on your dashboard homepage or check it out here: https://help.chat-dash.com/
We also want to take this opportunity to remind you that feature requests and bug reports can be directly made using the embedded question mark widget found on the bottom right corner of your dashboard.
You can get the fastest support by reporting bugs or other issues this way, as it helps our team manage and allocate support tickets to the best team member who can help!
We've also made the bug report board completely private, so that only you and our support team can view the conversation. This will allow us to get account-sensitive information directly on your post when it's required to fix the issue, without having to worry about other people seeing it.
Previously, you had to create a Featurebase account when using our Feedback Board or an account was automatically generated for you when creating a post through the question mark widget in your dashboard.
Now, you can directly access our Feedback Board and our new Help Center by logging in with your existing ChatDash account.
We're taking steps to keep this new Help Center up-to-date at all times and to improve our support system to get you the help you need as fast as possible. So, as always, thank you for being part of the ChatDash community and let us know what can be improved!
Sincerely,
The ChatDash Team
June 9th, 2025
Quick reminder and update about our SaaS Configurator feature:
It has always been exclusive to Growth plan users
As of today, the 20% rev-share option is retired—Configurator is only available as an add-on
To enable it, visit your SaaS Configurator page in the dashboard