This article contains frequently asked questions that arise when using AI Agents in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below. For more information about AI Agents, please refer to AI Agents for Dashboards Overview.
What are AI Agents?
What types of Agents are available?
When should I use each Agent?
Who can use AI Agents?
Where do the summaries appear?
How can I use the pre-defined AI Agent output?
Can I use my own token for AI processing?
Is there a limit to how much data I can send to the AI?
Can AI Agents send entire dashboard sections to the AI for analysis?
Are AI Agents available in all TapClicks packages?
Is there a cost to use AI Agents?
What are AI Agents?
AI Agents create automated insights that appear directly in your TapClicks instance. They generate written summaries based on your dashboard section data, helping you quickly understand performance, identify opportunities, and communicate results—without manual effort.
What types of AI Agents are available?
The following AI Agents are available:
- Executive Insights – Provides a high-level overview of campaign performance, key wins, and areas to improve
- Campaign Performance Narrative – Breaks down traffic sources, lead conversions, and attribution insights
- Top & Bottom Performer Insights – Highlights the best- and worst-performing campaigns, creatives, or channels
- Trends and Forecast Insights – Analyzes performance trends and projects future outcomes
- Budget Insights – Compares budget versus actual spend, identifies pacing issues, and suggests reallocation
When should I use each Agent?
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Executive Insights
- Use when you need a high-level summary of overall campaign performance across all active channels.
- Ideal for client meetings, executive reports, or adding summaries to dashboards.
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Campaign Performance Narrative
- Use when you want a clear explanation of where traffic came from, what converted, and how channels contributed.
- Great for building performance reports or giving context to attribution data.
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Top & Bottom Performer Insights
- Use to quickly spot the top three and bottom three performers across campaigns, creatives, or channels.
- Helpful for identifying what’s working well and what may need optimization.
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Trends and Forecast Insights
- Use to review past performance trends and get forecasts for upcoming results.
- Ideal for identifying patterns, planning next steps, and spotting emerging opportunities.
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Budget Insights
- Use to compare budgeted versus actual spend and identify pacing issues.
- Best used when your dashboard includes budget data to support accurate analysis.
- Note: Your dashboard must include budget data for this agent to generate a meaningful summary.
Who can use AI Agents?
Only users with the Super Admin role have access to AI Agents by default. However, access is permission-based and can be granted through user roles. If you need access or believe you should have it, contact your account administrator, they can update your role to include the necessary permissions.
Where do the summaries appear?
All AI-generated summaries are available in the AI Agents Summaries section. You can also add a summary as an Executive Summary to the same dashboard it was created from. The summary will only appear when the same time frame used to generate it is selected.
How can I use the pre-defined AI Agent output?
To use the summaries, open any of your TapClicks dashboards, click the AI icon (i.e., the sparkle icon) in the top right corner (access is based on your user role), and select any agent to generate a summary. For more information, please refer to the AI Agents Overview.
Can I use my own token for AI processing?
Yes. You can configure your own API token for AI processing within your TapClicks instance. This gives you more control over how tokens are consumed and allows you to manage usage and billing directly through your preferred AI provider. If you'd like help setting this up, reach out to your TapClicks representative for configuration support.
Is there a limit to how much data I can send to the AI?
Yes. Each AI Agent uses processing tokens, and large datasets can exceed the available token limit. This can happen, for example, if a data grid widget is set to show “All” rows. To reduce the load and improve summary performance, limit the number of rows displayed in grid widgets or simplify the data shown in your dashboard section.
Can AI Agents send entire dashboard sections to the AI for analysis?
Yes. AI Agents support sending entire dashboard sections to AI. If you want to create a summary of multiple widgets or campaign types, you can organize them into a single section on your dashboard and use that section to generate a comprehensive summary.
Are AI Agents available in all TapClicks packages?
AI Agents are part of the TapInsights package. Contact your TapClicks representative to confirm availability in your account.
Is there a cost to use AI Agents?
For pricing and access information, contact your Customer Success Manager or the TapClicks sales team.