AgencyAI Report Builder
AgencyAI can build report pages and widgets for you, describe what you need in plain language instead of adding every widget by hand. AgencyAI Report Builder lives in the AgencyAI sidebar and you can now access it directly inside the Report Builder.
Ask it for a page or a widget, and it creates a draft using your Client's connected data. You can keep the conversation going to adjust what it built, and you can still edit everything by hand at any time.
AgencyAI Report Builder is currently in open beta. It's available to everyone while we keep improving it, and we'd love your feedback.
Some examples of what you can do with it:
Generate a full Report page or a single widget from a plain-language request
Ask for a change to one widget without rebuilding the rest of the page
You can start building it directly inside the report builder
Build several pages one after another, and adjust the layout as you go
Switch between AI and manual editing whenever you want
Build a Report Page With AgencyAI
Step 1: Open a Client, click the Reports tab, then open the Report you want to work on. You can also create a new Report first.
Step 2: Click the purple AgencyAI button in the top-right corner of the page. The AgencyAI chat opens in a panel on the right.
Step 3: Describe the page you want. Be specific about the channel, metrics, or time frame you need. For example:
"Build me a page showing our top channel performance"
"Create a page with our paid search results for last month"
"Add a page comparing this month's traffic to last year"
Step 4: AgencyAI will show you a short outline of what it plans to build. Review it, then approve it, and AgencyAI adds the page straight to your Report. Nothing is added until you approve.
Step 5: Keep going if you want more. Ask AgencyAI for another page, request a change, or edit the page yourself using the Report builder.
Build a Widget With AgencyAI
You don't have to build a whole page. AgencyAI can add a single widget to a page you've already built.
Step 1: Open the Report page where you want the widget.
Step 2: Click the purple AgencyAI button in the top-right corner of the page. The AgencyAI chat opens in a panel on the right.
Step 3: Describe the widget you need. For example, "add a widget to show the total cost for Amazon Ads"
Step 4: Review and approve the widget outline AgencyAI shares in chat. If it isn't quite right, ask for a change in the same conversation.
Ask AgencyAI to Change Something
If one part of an AI-built page isn't right, you don't have to start over. Ask for the fix in the same conversation and AgencyAI updates only that part.
Step 1: In the AgencyAI chat, describe the change you want. For example:
"Change the traffic widget to a line chart"
"Compare that widget to last year instead"
"Move the conversions widget to the top of the page"
Step 2: Review the updated widget or layout. The rest of the page stays exactly as it was.
You can also edit anything by hand at any point. Using AgencyAI doesn't lock the Report Builder.
❓ FAQ
Do I need a certain plan to use AgencyAI Report Builder?
No. It's included on every plan, with no usage limits and no add-on to purchase.
Who on my team can use it?
Any user with permission to create or edit Reports. Access follows your existing Report permissions, so there's no separate setting to turn on. Client-role users are excluded here
Where did AI Page Builder and AI Widget Builder go?
Page building and widget building now happen in the same AgencyAI conversation, so there's only one place to go instead of two separate tools.
Can I edit an AI-built page by hand?
Yes. Anything AgencyAI builds is a normal Report page. You can edit widgets, change the layout, restyle it, and save it as a Report Template like any other Report.
Can I ask AgencyAI to rebuild a Report I already have?
Not yet. Editing an existing Report through AgencyAI isn't available during the beta. For now, ask AgencyAI to build new pages and widgets, and make changes to older Reports yourself in the Report builder.
Will using AgencyAI change anything in my existing Report?
No. AgencyAI adds new pages and widgets. It doesn't edit or remove pages you've already built. Changes to existing Report content are still made by hand in the Report builder.
Will AgencyAI apply my styling theme?
Not yet. Pages built by AgencyAI use a default style rather than your saved theme. You can restyle the page yourself afterward, the same way you would any other Report.
What happens if my Client isn't connected to the right integration?
AgencyAI builds from the integrations already connected to that Client. If the data source your request needs isn't connected, AgencyAI may not be able to build the page, or it may build from a different connected source instead. Connect the integration first for the best result, and check which data source each widget is pulling from before you send the Report.
Does AgencyAI use my Client's real data?
Yes. Everything it builds pulls from the integrations connected to that Client, so the draft you're reviewing uses live Client data.
How do I share feedback on the beta?
We want to hear it. Contact our support team and let us know what you tried and what you got back. You may also see a short in-app survey after you build with AgencyAI.
What's Next
Put your AI-built page to work by setting a Report schedule
Reuse your design across Clients by saving a Report as a Template
Add more data to build from by connecting integrations for your Client
Get quick answers in our Reporting FAQ
Learn more about AgencyAI
💬 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 😄