Features
AI natural language querying
Prompt-based dashboard generation
Semantic layer with reusable SQL metrics
Daily AI-generated data briefings (Insights)
Basedash Actions: write/run SQL edits with approvals
MCP server to connect any AI client to your data
MCP connectors for Stripe, HubSpot actions
Skills for reusable AI instructions
Excel .xlsx import/analysis and chart export
Chart editing via chat (in-place refinements)
Automations for AI-powered data workflows
Embedding charts in external products
Slack app for querying and alerts
Self-hosting on customer infrastructure (Enterprise)
AI questionnaire automation with cited answers (96% accuracy)
Agentic trust center for customer self-service
AI-powered knowledge management with data monitoring
Custom workflows for security reviews
Browser extension for portal-based questionnaires
Multi-source intake from Salesforce and Jira
Auto-return completed questionnaires to source system
Draft and preview trust center changes before publish
Salesforce export of completed documents in original format
Integration with Claude, Cursor, and OpenAI
Fine-grained API key permissions
Redesigned trust center UI
Analytics and reporting on review performance
RFP response automation with go/no-go flags
Touchless questionnaire processing (June 2026 update)
