Ask AI

Use Ask AI to quickly examine dashboard and report results in depth. This can help your team make real-time marketing decisions, uncover hidden insights, craft compelling narratives, and deliver personalized, actionable results for your clients.

Ask AI can analyze entire custom dashboard sections, pre-built integration dashboards, or individual widgets on dashboards and reports.

Interested in more AI options? Click here to learn about AI Summary, which can automatically produce clear, high-level data overviews of client reports and dashboard sections.

To get started, navigate to any dashboard section that you'd like to understand in more detail.

Click Ask AI in the upper right of the dashboard to open the AI chat sidebar.
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In the Ask AI sidebar, either click one of the provided examples or use the bar at the bottom to ask a custom question.

In our example, we selected the premade prompt, "Identify an opportunity." By analyzing the data in this dashboard section, the AI AgencyAdvisor discovered an area with stale growth that could be improved to increase engagement.

First, navigate to the report or dashboard section where you'd like insights into a specific widget.

Click the ... in the upper right corner of the widget, then click Ask AI in the dropdown to launch the sidebar. This will limit the data Ask AI analyzes to only the contents of this widget rather than the entire dashboard.

We chose the Celebrate a Win option, which prompted the AI AgencyAdvisor to analyze this widget for something positive. As a result, the AgencyAdvisor shared that our conversions were on the rise!

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