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Product Update - 30th Jan, 2026


🚀 Introducing the New IdeaScale AI Chatbot AI chatbot icon

We’re excited to launch the IdeaScale AI Chatbot — a secure, AI-powered assistant built right into your IdeaScale workspace. Designed for Admins and Moderators, this chatbot helps you quickly explore and understand your community’s data by delivering relevant insights and answers based on your data. A workspace-wide prompt library can be maintained for consistent use across the team, and custom prompts can be created and saved to make interactions faster and repeatable.

This capability is deployed in an in-boundary environment (FedRAMP enabled for government customers), making it ideal for innovation teams and highly regulated organizations alike. 




Refer to our Help Center for setup instructions : https://help.ideascale.com/ai-chatbot



Shareable Reports 📈 and Dashboards 📊

Admins and Moderators would now be able to share the reports and dashboards created by them .

How does this work?

  • All reports and dashboards are private to the creator by default.

  • They can be shared through Access and Permissions.

  • Users who receive access will have View-only permissions.

What viewers can do?

  • They can open and explore the shared report or dashboard.

  • They can adjust only the filter values that they are allowed to see.

  • They can Save As New or Clone the shared report.

    • Any filters they do not have access to will be automatically removed when the report is saved or cloned

    • The new/cloned report becomes their own report with only the accessible filters.

Important behavior

  • Role-based data visibility:
    Data automatically adjusts based on each viewer’s access.
    Example: If a report includes all communities and campaigns but is shared with a Campaign Admin, the viewer will only see data for the campaigns they have access to. 

  • Filter visibility:
    Viewers will only see filter values that fall within their access level. They can edit these visible filters and observe how the data changes based on those selections. Any filter values they do not have permission to access will remain hidden from view.

 

Dashboards and Filters

  • Dashboard-level filters supersede report-level filters.

  • Reports added to a dashboard follow the dashboard’s access permissions. For example, even if a report is not shared directly with a user, it becomes visible when added to a dashboard they can access. The user will still only see the data they are allowed to view.

 

Coming soon

  • Sharing reports with edit access will be introduced in near future.