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Ask AI

Instant answers to every client performance question.

Tatum Savage avatar
Written by Tatum Savage
Updated over 2 weeks ago

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Ask AI

AskAI makes analyzing client performance as fast as text conversation.

Ask any question about client performance like ‘What’s the conversion rate this quarter?’ and get instant answers. No digging required.

  • All client performance data, just one question away. AskAI can read all your client performance and answer your questions, whether it’s a quick metric check, or a deep analysis.

  • Answers you can trust. AskAI cites its sources, linking directly to performance reports and dashboards, so you always know where the answer comes from.

  • Get help right when you need it. AskAI points you to the right help center articles whenever you need extra guidance.

How to get started

To get started, you'll find AskAI in the top navigation throughout the application. Click to get started.

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 this example, we selected the premade prompt, "Summarize my data." By analyzing the data in this dashboard section, the AI AgencyAdvisor provided helpful analysis and key takeaways.

Examples of Ask AI Prompts

💬 Need additional help?

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