Changelog

A selection of product updates from our weekly release cadence, most recent first.

Week of 2026-09-28

🚀 Highlights

UI facelift — the app looks cleaner and calmer. Navigation, documents, and Operator now sit together in one rounded workspace, light mode trades the green tints for neutral grays, and the sidebar, dashboards, and menus are all tightened up. Charts also get 24 distinct colors, so big breakdowns stay readable instead of repeating after a handful of series.

📊 Charts & Scorecards

Scorecard date-range label is now optional, and Operator knows how to configure it.

📄 Documents

Open Explore editing directly from document tiles.

🔌 Sources

Meta Ads: creative history and ad-creative link URLs now available.
Shopify: order metafields now available.
TikTok Ads: GMV Max report tables now available.
ChatGPT Ads added as a data source — campaigns, ad groups, ads, and insights.
Shopify: fulfillment tracking events now available.

🔧 General improvements

Model upgrades: the new GPT-6 models, and Claude Sonnet moved to 5.5.

Week of 2026-09-21

💬 Operator

Operator upgraded to Claude Opus 5.5.

Week of 2026-09-14

📄 Documents

One-click download button on blocks, replacing the kebab menu.

🔌 Sources

PostHog and Five9 added as data sources.
Meta Ads: ad-level reports and ad history now available.
Stay AI: customer portal events now available.
Trybe, Trustpilot, and OpenAI (usage and cost data) added as data sources.

🔧 General improvements

Error messages show the actual cause instead of a generic message.

Week of 2026-09-07

🚀 Highlights

Document-level date grain control — switch a whole document's time aggregation (day, week, month) in one place.

🔌 Sources

MongoDB, Apple Search Ads, and Extensiv 3PL Warehouse Manager added as data sources.
Google Ads: zip-level geography and geo-target data now available.
Shopify orders now include fulfillment location.

🔧 General improvements

One consistent app-wide warning before navigating away from unsaved changes.

Week of 2026-08-31

🚀 Highlights

Model graph rebuilt as a lineage explorer — trace how sources, models, and documents connect, upstream and downstream. See Observability & Lineage.

💬 Operator

Operator prints timestamps in your timezone instead of UTC.

📄 Documents

Transpose tables — swap rows and columns in the table visualization config.
Table columns size to their data, with a fit toggle.

🔌 Sources

Superfiliate added as a data source.

🔧 General improvements

Clearer permissions messaging when content is restricted.

Week of 2026-08-24

🚀 Highlights

Dashboards and charting redesigned — a refreshed look for documents and charts, carried through to scheduled-report and PDF exports.
Sources rebuilt — redesigned source setup and configuration, live sync statuses, editable sync schedules, one-click backfills, and pause/resume for individual resources.

💬 Operator

Conversations open scrolled to the latest message and hold a stable scroll position.
Previewing as another member now shows that member's conversations.

🧱 Modeling

Custom links on properties — property values can render as clickable links built from a URL template.

🔌 Sources

Apple App Store, Braintree, and Flowspace added as data sources.

Week of 2026-08-17

🚀 Highlights

Document tags launched — organize and find documents by tag. Tag from the document sidebar, or ask Operator to tag for you. Verified tags let you mark a document as reviewed and trusted, tied to a specific revision.

💬 Operator

Share Operator conversations with teammates via URL.
Operator has fuller context about your document and explore filters when answering.
Embedded Operator: promote a chat into the full Operator panel, even mid-stream.

📊 Charts & Scorecards

Horizontal bar charts — better for comparing performance across categories.

🔌 Sources

Stripe added as a data source.

Week of 2026-08-10

🚀 Highlights

Permissions & sharing rolling out — user groups, custom roles, and document sharing with a new Share dialog and visibility badges, including folder-inherited access. As an Admin, you can manage roles, groups, and shares from Operator chat.

💬 Operator

Operator automations deliver results to their configured destinations (Slack channels, email) automatically — no need to spell it out in the prompt.
Operator files new models into a sensible folder instead of the root.

📊 Charts & Scorecards

Stacked bar charts: legend, stack order, and colors now line up for Split By series.

📄 Documents

"Attach to top" now pins the entire document header, not just the title.
Pasting a block places it on the selected line instead of one line down.

⚙️ Automations

Closing the automation setup view now warns before discarding unsaved changes.

Week of 2026-08-03

🚀 Highlights

Document view/edit mode launched — viewers can't accidentally change a dashboard.

💬 Operator

"Continue in Operator" is smoother: Operator picks up where the embedded chat left off — even mid-stream — and past conversations show which document or block was passed in as context.

🔧 General improvements

Smoother Slack integration connect flow.

Week of 2026-07-27

🚀 Highlights

Operator Workflows launched — run Operator on a schedule, with a permission model for what each workflow may do, Slack and email sends, and creating or updating automations straight from chat.

💬 Operator

Operator upgraded to Claude Opus 5.
Operator replies in Slack threads and can edit its own Slack messages.
Operator has fuller control of scorecard configuration, and conversations are auto-named.

📊 Charts & Scorecards

Split By charts: dynamic coloring and sort by a Split By series.

📄 Documents

Reorder filter positions, and line numbers stay frozen on the left of tables.
Added an "x" button to clear a filter.

🔌 Sources

NetSuite added as a data source.

Week of 2026-07-20

🚀 Highlights

Slack integration launched — connect your Slack workspace to Switchboard, deliver scheduled reports to channels and DMs, and let Operator send messages and files to Slack.

💬 Operator

Operator can send emails with attachments, with a confirm-before-send step.
Operator can attach files — including multiple — to Slack messages, and shares canonical links to dashboards and documents.
Spreadsheets built by Operator persist and can be re-shared.
Links in Operator responses render as real, clickable links with in-app navigation.
Operator periodically reports on model-run status instead of waiting for you to ask.

📄 Documents

Boolean filters get an "is any value" option, and better document search when picking a document for an automation.

⚙️ Automations

Slack and email send confirmations are revoked server-side, so a stale confirmation can't be executed.

🔌 Sources

Birdeye and Woopra added as data sources; Facebook Ads gains ad-set-level data.

Week of 2026-07-13

💬 Operator

Operator prefers your modeled data over raw source data when answering.
Embedded Operator can capture screenshots of explore blocks for visual context, and select individual sub-elements in the explore config view.

📊 Charts & Scorecards

Scorecards inherit the formatting their aggregation has in the table.

📄 Documents

Cmd/Ctrl multi-select behavior is consistent across table parts, text, and widgets.

⚙️ Automations

Failed test deliveries are surfaced in the automations UI.

Week of 2026-07-06

🚀 Highlights

Embedded Operator launched — work with Operator directly inside documents: a quick popup, page/widget/field selection scopes, in-place suggestions with diff-and-apply, multi-select, explore editing, and one-click handoff to the full Operator panel.

💬 Operator

Operator can bundle data into multi-tab Excel workbooks for export.
Embedded Operator: extended selection types (cell, row, filter, series), create and delete explores, and rearrange document layout.

📊 Charts & Scorecards

New Red/White/Green conditional formatting palette.

📄 Documents

Subfolders sort to the top, clearer folder creation, and click a folder name to expand it.
Visible drag-and-drop feedback in explore config, and scorecard filters collapse into the filter icon.

🔧 General improvements

MCP: external AI tools can read your Switchboard context.

Week of 2026-06-29

🚀 Highlights

MCP server launched — connect external AI tools (like Claude) directly to your Switchboard data.

💬 Operator

Operator upgraded to Claude Sonnet 5.
Operator can build charts mixing multiple graph types.
Upload Excel files with multiple sheets via Operator.
Operator can reference properties joined in via relationships.

📊 Charts & Scorecards

Dual chart types in one chart (e.g. bars + line).

📄 Documents

A download button on documents.

Week of 2026-06-15

📄 Documents

Dynamic default sort for pivot table columns, and calculations created from aggregations get sensible default names.
"+ Add Filter" places your cursor straight into the search box, and the model menu jumps to the current model.

🧱 Modeling

Faster SQL scratchpad performance, and explore aggregations default to whole-number formatting.

⚙️ Automations

Scheduled reports now include conditional formatting.

Week of 2026-06-08

💬 Operator

Operator can turn Python analysis output directly into a data artifact.
Conversation search, and documents created by Operator open automatically.

📄 Documents

Sort explores by calculations, and freeze the row-total column next to the group-by column.
"% of" and "% change" calculations default to percent formatting.

🔌 Sources

Amazon Seller settlement reports now available.

Week of 2026-06-01

💬 Operator

Surgical SQL editing with Operator for models, and a redesigned Operator left-hand panel.

📄 Documents

Extended Undo (⌘Z) across more actions.
Sensible defaults for trailing-period filters.

🔌 Sources

SharePoint added as a data source.

Week of 2026-05-25

💬 Operator

Operator can show data labels on charts and set the y-axis scale.
Rename Operator chats, and Operator knows which document you're working in and always sees your latest models.

📄 Documents

Manual ordering of folders in the sidebar tree.

🧱 Modeling

Drag-and-drop file uploads for model sources, and an x-axis sort control in explore chart config.

🔌 Sources

AppLovin added as a data source; Google Ads campaign conversion actions now available.

Week of 2026-05-18

💬 Operator

Operator input on the homepage, with attachments and a model picker.
Operator has visibility and control of document filters.
Next / Back / Skip controls on Operator question cards, and cleaner rendering of Operator tool calls.
Click an Operator toast to open the related conversation.

📄 Documents

Type dates directly instead of scrolling a picker, and a search bar for document filters.

⚙️ Automations

Automations display an error reason for send failures.

🔌 Sources

HubSpot product data now available.

Week of 2026-05-11

💬 Operator

Run multiple Operator conversations in parallel.
Operator keeps working after you close the window.

📄 Documents

Documents search.
Additional date filter options.
Related models grouped in explore config, and adding a calculation opens the calculation editor.

🧱 Modeling

Define field groups in a model, and copy block and document IDs for use with Operator.
SQL error messages shown in the editor.

🔌 Sources

HubSpot line items now available.

Week of 2026-05-04

💬 Operator

Copy text out of Operator chat, and a bigger custom formula builder.

📊 Charts & Scorecards

The right axis gets its own scale, and scheduled report rendering matches the in-app dashboard.

📄 Documents

Undo (⌘Z) on documents.
"Clear All" button for filters, and one-click un-hide for an entire metric.

🧱 Modeling

Copy a model name from the Models tab without clicking in.

Week of 2026-04-27

🚀 Highlights

Self-serve team management — invites, role management, and member removal.

📄 Documents

"Empty" / "Not empty" values for global date filters.

🔧 General improvements

Page performance optimizations.

Week of 2026-04-20

📊 Charts & Scorecards

Heatmap conditional formatting for tables.
Chart tooltip values match column formatting, and Operator converts timestamps to your timezone for data-freshness questions.

🔧 General improvements