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