Based on the prompt you give it, the AI Page Builder finds the right metrics and identifies the right data sources to build your report or dashboard page!

First open a Client Report, then click Add New Page in the upper left to immediately create a blank page. Click 'Build a page using AI' to open the AI Page Builder.

Write in a prompt that outlines 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. Or use one of the suggested prompts.

The page preview to the right gives you an idea of how the page will look once added.

Use further prompts in the chat area to refine the content until you're happy with the page preview, then click Add Page in the lower right.

With the page added, the contents can be edited like any other page. Swap out the background, refine your AI Summary using prompts, add thresholds or annotation to widgets, and much more!

Open a Client, then click the Dashboards page. From here, click Add Dashboard in the upper left.

This will open the dashboard editor to a fresh blank dashboard page. Click Build a page using AI to open the builder.

Write in a prompt that outlines 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 from one of the prewritten prompts.

On the right, the page preview gives you an idea of how the Dashboard page will look once added. The AI Summary will be blank until the page is added.

Use further prompts in the chat area to refine the page content. In this example, we asked the AI builder to remove the Vimeo widgets. It removed them and replaced them with other widgets that fit our initial prompt request.

Once you're happy with the page preview, click Add Page in the lower left. This will add the new page to your dashboard, where you can edit it like any other page.

1. Start broad

Begin with the overall story or outcome you want.

Example: "Give me a summary of my paid ads performance."

The AI will automatically pull in the most relevant data sources to support your request.

2. Refine as you go

Once you see the initial results, narrow your focus to dig deeper into specific insights or metrics.

3. Be integration-specific (if needed)

If you know exactly which platforms you want to analyze, include them in your prompt.

Example: “Give me an overview of Google Analytics and Facebook Ads.”

Pro tip:

Starting broad helps uncover key insights quickly. Adding specificity helps tailor the results to exactly what you need.

AI Page Builder provides 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 always 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!

The most common reason is that there simply isn’t any data available for that metric for 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 date range or filters of the widget to ensure you're displaying the correct data.

We'd love for you to try it out! Please reach out to our Customer Support team for help. We will get it added to your account within 1-2 business days.

It's not possible to add images with the AI Page Builder at this time. If that's something you'd love to see included, please share your feedback with our Support team!

The AI Summary widget is created with "Dynamic Height" turned on, so it will automatically fit-to-size based on how long the summary is. You can change this by clicking the widget > Display > Toggle off dynamic height. The size of the widget can now be adjusted.

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