AI Page Builder
AI Page Builder finds the right metrics and identifies the right data sources to build a report or dashboard page for you, based on the prompt you give it. Instead of building a page widget by widget, you describe what you want, and AI Page Builder creates a page preview for you to review and refine.
Build report pages from a written prompt or a suggested prompt
Build dashboard pages from a written prompt or a suggested prompt
Refine a page preview with follow-up prompts before adding it
Edit an added page like any other page, including the report background, the AI Summary, and widget thresholds and annotations
Before You Start
AI Page Builder is currently in closed Beta testing and is not available to all accounts. If you don't see the option to build a page using AI, contact our Support team to get added. Support will add it to your account within 1 to 2 business days.
Use AI Page Builder to Create Reports
You can use AI Page Builder to add a new page to a Client Report in just a few steps.
Step 1: Open a Client Report.
Step 2: Click Add New Page in the upper left corner to create a blank page.
Step 3: Click Build a page using AI to open the AI Page Builder.
Step 4: Write a prompt that describes what you're trying to achieve, your layout preferences, the metrics and widgets you'd like to use, and the data sources you need included. You can also choose one of the suggested prompts.
Step 5: Review the page preview on the right side of the screen to see how the page will look once added.
If you don't see any content in the AI Summary preview, that's expected. The AI Summary generates top performance insights only after the page has been added to the report.
Step 6: Use further prompts in the chat area to refine the page content until you're happy with the preview.
Step 7: Click Add Page in the lower right corner to finish.
Once the page is added, you can edit its contents like any other page. You can swap out the background, refine your AI Summary using prompts, and add thresholds or annotations to widgets.
Use AI Page Builder to Create Dashboards
You can also use AI Page Builder to add a new page to a Client dashboard.
Step 1: Open a Client and click the Dashboards page.
Step 2: Click Add Dashboard in the upper left corner.
Step 3: On the blank dashboard page, click Build a page using AI to open the builder.
Step 4: Write a prompt that describes what you're trying to achieve. You can include the metrics and widgets you'd like to use, the data sources you need included, or anything else that's relevant. You can also select one of the prewritten prompts.
Step 5: Review the page preview on the right side of the screen to see how the dashboard page will look once added. The AI Summary will stay blank until the page is added.
Step 6: Use further prompts in the chat area to refine the page content. For example, if you ask the builder to remove specific widgets, it will remove them and replace them with other widgets that fit your original prompt.
Step 7: Click Add Page in the lower left corner once you're happy with the preview. This adds the new page to your dashboard, where you can edit it like any other page.
How to Get the Best Results from AI Page Builder
The way you write your prompt affects the results AI Page Builder gives you.
Follow these tips to get the most useful page on your first try.
Start broad: Begin with the overall story or outcome you want. For example: "Give me a summary of my paid ads performance." AI Page Builder will automatically pull in the most relevant data sources to support your request
Refine as you go: Once you see the initial results, narrow your focus to dig deeper into specific insights or metrics
Be integration-specific if needed: If you know exactly which platforms you want to analyze, include them in your prompt. For example: "Give me an overview of Google Analytics and Facebook Ads"
Starting broadly helps you uncover key insights quickly. Adding specificity helps tailor the results to exactly what you need.
Once you're happy with the page in the preview, we recommend adding the page first, then moving over to the builder to refine filters on specific widgets.
FAQ
Why would I use AI Page Builder when I can just use a template?
AI Page Builder gives you a fast, intuitive workflow for creating report and dashboard pages in seconds. You can tweak the layout, metrics, or design with a simple prompt. You can also apply a template to your report or dashboard first, then use AI Page Builder to create new pages for the specific Client you're working on.
Why does the page I built using AI include metric widgets without data?
The most common reason is that there isn't any data available for that metric in the date range you had selected in your date picker before starting your AI build. Once you add the page, you can try adjusting the widget's date range or filters to display the correct data.
I wasn't included in the original closed Beta group. Can I still get access to try AI Page Builder?
Yes. Please reach out to our Customer Support team for help. We'll get it added to your account within 1 to 2 business days.
Can I use AI Page Builder to add images to a report or dashboard?
It isn't currently possible to add images with the AI Page Builder. If that's something you'd love to see included, please share your feedback with our Support team.
Why can't I resize the summary AI Page Builder generated?
The AI Summary widget is created with Dynamic Height turned on, so it automatically adjusts its size based on the summary's length. To resize it, click the widget, then click Display, then toggle off Dynamic Height. Once dynamic height is off, you can adjust the size of the widget manually.
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