Here are this week's highlights:

• Improved Charts and Dashboards

• Add Charts to Existing Boards from Templates

• Improved Role-Based Access Control

• Agent Memory for Ask AI

• Page URL Normalization

• Improvements and Fixes

Improved Charts and Dashboards

Charts across the dashboard got a batch of practical upgrades this week:

• New event totals on the activity page. View totals events per event type and other breakdowns for a date range.

• New pie chart legend controls. Hover over a legend entry to highlight its slice, click one or more to highlight slices. This works everywhere pie charts appear in the Overview and custom dashboards.

• New dashboard templates UI. The templates browser is easier to scan, with clearer previews and descriptions for each template. Learn How to Build a Custom Dashboard.

Add Charts to Existing Boards from Templates

You can now add charts from a library of chart templates into an existing custom board instead of creating a new one from scratch.

This makes it faster to iterate: Open a board, pick the charts you want, and add them. A few templates worth trying:

• Conversion Funnel (Behavior): Example funnel chart for your key touchpoints.

• User Retention (Behavior): Weekly cohort retention off any event.

• Daily Active Users (Behavior): DAU trend over time as a line chart.

• Revenue by UTM Source (Acquisition): Revenue attribution grouped by campaign source.

• Top DeFi App Positions (Onchain): Apps where your users hold positions across all of DeFi.

Improved Role-Based Access Control

Formo uses role-based access control to control what each teammate can view or change:

• Owner: Full access to the workspace. Owners can invite admins, transfer ownership, delete the workspace, and delete projects. Each workspace has one owner.

• Admin: Full access to the workspace. Can manage members, roles, and settings but cannot invite admins or delete the workspace and projects.

• Editor: Can manage projects, forms, contracts, charts, dashboards, and alerts. Editors cannot manage members, workspace settings, and key project settings.

• Viewer: Read-only access to projects and forms.

Workspace members can now better see the surfaces their role can actually act on:

• Your current role now shows in the account dropdown, so you always know what you can and cannot do in the current workspace.

• Billing, usage, workspace, and project settings are now hidden entirely from roles that can't act on them.

• Sensitive user data (social handles, profile properties) can now be optionally hidden from Viewer roles for teams needing more control on visibility.

Learn more about roles.

Agent Memory for Ask AI

Ask AI now has Agent Memory: durable workspace facts that persist across conversations, so you no longer have to re-teach it key metric definitions, core funnels, or team knowledge each time.

The agent captures workspace-level facts as you work (for example, the key steps of your core conversion funnel: page → connect_wallet → swap), stores them per workspace, and uses them to ground its answers. Admins can review or remove entries at any time.

Page URL Normalization

Page URLs and paths are now normalized at ingest so /pricing and /pricing/roll up correctly instead of appearing as separate rows.

This update is live for top pages, pathname filters, and every page-scoped chart across the Overview and custom dashboards. Existing workspaces and projects do not need to do anything.

The web SDK now applies the same normalization at capture time. Upgrade to @formo/analytics 1.33.1 to get consistent path handling end-to-end, including trailing-slash stripping on page events.

Improvements and Fixes

• Added dynamic date variables to chart examples.

• Fixed the audit log auth feed so routine session refresh no longer surfaces as signed out events.

• Added event totals popover on the Activity chart header for at-a-glance breakdown counts.

• Improved onboarding checklist: cleaner step ordering and more accurate completion detection.

• Improved demo project so referrers, UTM sources, and entry/exit paths look like real traffic.

• Fixed closed funnels to exclude users whose step-1 event fires in the conversion-window slack past the end date.

• Fixed Ask AI: queued messages no longer disappear on stream errors, tool-call output stays behind the tool boundary, and streaming code blocks render at a readable size.

• Fixed Ask AI: redundant tool invocations within a single turn are now deduplicated.

• Fixed Ask AI: JSON-only insight responses no longer append the "how I calculated" footer.

• Added Passport label fallback so humanity and aggregate scores are more reliably set in wallet profiles.

• Updated the invite screen to show a simpler CTA when the invite has already been responded to.

• Platform security and performance improvements.