What do AI Agents do on Dashboards?
AI Agents for Dashboards automatically analyze dashboard section data and generate plain-language summaries. These summaries include performance breakdowns, optimization suggestions, and forecasts that can be used for internal reviews or client reporting. If you have questions about AI Agents and how they work, please refer to FAQs: AI Agents.
The following AI Agents are currently available:
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Executive Insights
- Generates a high-level overview of campaign performance across all connected channels. Includes top wins, performance issues, and recommended next steps.
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Campaign Performance Narrative
- Provides a detailed explanation of how campaigns performed, including traffic volume, lead generation, and attribution insights.
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Top & Bottom Performer Insights
- Identifies the three best and worst performing campaigns, creatives, or channels. Includes reasoning behind performance and suggestions for improvement.
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Trends and Forecast Insights
- Analyzes recent trends and generates a forecast for upcoming performance. Highlights risks, opportunities, and expected movement in key metrics.
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Budget Insights
- Compares planned budget against actual spend. Flags pacing issues and provides reallocation suggestions to improve overall results.
How to Use AI Agents for Dashboards
1] Log in to TapClicks and click Reports. On the Reports menu, click Dashboards.
2] Find the dashboard you want to have an AI Agent evaluate. There are three ways to locate a dashboard:
- Search for it by entering the name into the search box in the upper left (results appear automatically).
- Or click Add Filters and enter a filter parameter into the Filter textbox (results appear automatically).
- Or use the page controls in the upper right to navigate through your collection.
3] Once you find the dashboard you want to use AI Agents on, click it to open.
4] On the right side of the page, click the AI icon (i.e., the sparkle icon).
5] The AI Agents menu will appear. Click on the desired agent that best fits your needs.
6] Your summary will be automatically generated and displayed in the AI summary modal.
7] To edit the summary, click the pencil icon in the top-right corner.
8] You can also update the prompt and have AI regenerate the summary.
9] To save the summary, check the box labeled Curated for human staff, then click Save.
10] To add the summary to your dashboard, check the box labeled Curated for human staff, then click Add to Executive Summary.