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AI Widgets

This article covers how to use AI Widgets to turn text prompts into ready-to-use metric widgets for your dashboards and reports.

Written by Tom Delbaere

AI Widgets

AI Widgets cuts reporting time by instantly turning your prompts into tailored metric widgets. It removes the manual steps and guesswork from building reports and dashboards.

  • Generate metric widgets by describing what you want in plain language

  • Choose from multiple widget options based on a single prompt

  • Drag generated widgets directly onto your dashboard or report

  • Add annotations and thresholds to a widget after it's added

The AI Widgets tool is currently in beta. If you have feedback or questions, contact our friendly support team by following these instructions.


How to Get Started with AI Widgets

You can build AI Widgets from any Client's Dashboard or Report. Follow these steps to generate your first widget.

Step 1: Within any Client, go to any Dashboard and click Edit My Dashboards in the top right corner, or open any Report to access the report editor.
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Step 2: With a dashboard or report open, click Build With AI at the top of the right menu, then click Build Metrics with AI.

Step 3: Choose from the existing prompts or type your own prompt. The metric builder generates multiple integration widgets for you to choose from.

Step 4: Click and drag the widget onto the page. You can make optional stylistic changes to the widget or add annotations and thresholds.


Examples of AI Widget Prompts

You can enter almost any request in plain language, from simple metric requests to more complex, sorted table requests. Here are a few examples of what AI Widgets can build.

Simple metric request: Entering the prompt "please show total Google Ads clicks for last month" analyzes your client's Google Ads data and returns the correct widget in seconds. You can then drag the widget to your custom dashboard or report.

Follow-up request: You can reply with another prompt if you need additional options. For example, following up with "please provide additional widget options for total Google Ads clicks for last month" produces different widget options to choose from.

Complex request: You can also make more complex requests. For example, entering "please show me the best performing Google Ads ads, sorted by top clicks" produces a table widget in seconds that lists all Google Ads ads, sorted with the best performing ads (by most clicks) at the top of the table.


How to Clear the AI Widgets Sidebar

To clear the AI Widgets sidebar and start a new prompt, click the pencil icon.

This clears all current data and lets you enter a new prompt.


💬 Need additional help?

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄

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