Before you begin: For more information on AI in TapClicks, see FAQs: Using AI in TapClicks and How to Use an AI Widget.
Where to Use AI Created Summaries
AI created summaries are available in both Dashboards and Report Studio. Apply the correct filters before you send data to AI so that the summary reflects the right data.
In Dashboards, set the date range and client filters at the top of the page before you send data to AI. These filters control which data is included in the summary. Without a client filter, data from all connected clients is sent, which can lead to irrelevant results.
In Report Studio, the date range is set at the widget level, and you can select a client at the top of the report. This sends the widget's data for a specific time frame and client to AI, which results in more accurate summaries.
How to Send Widget Data to AI
1] Locate the widget you want to create a summary for.
2] In a dashboard, place the cursor over the upper-right corner of the widget and click the More Options (three dots) icon. In a report, right-click the widget.
3] From the dropdown menu, select Send to AI.
4] A pop-up window opens and displays the AI created summary.
5] To save the summary as is, click Save.
6] To add the summary to the executive summary as is, select the Curated by human staff check box, and then click Add to Executive Summary.
| Note: To edit the summary before you save it, see How to Edit an AI Created Summary. |
How to Edit an AI Created Summary
Edit the Summary Directly
7] Click the Edit (pencil) icon in the upper-right corner of the pop-up window.
8] Make changes in the title field, the Executive Summary field, or both, and then click Save.
Edit the Summary With a Prompt
7] Enter a prompt in the AI prompt field at the bottom of the pop-up window and press Enter. AI adds information to the executive summary in response to your prompt.
Save the Edited Summary
9] To save the edited summary, click Save.
10] To add the edited summary to the executive summary, select the Curated by human staff check box, and then click Add to Executive Summary.