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AI Summary Overview ▶️

Updated

The AI Summary feature helps marketers quickly analyze campaign data and generate actionable insights. This guide explains how to use this powerful tool effectively.

Overview

The AI Summary feature automatically analyzes your marketing campaign data and provides:

  • Campaign performance summaries
  • Data-driven recommendations
  • Key insights and trends

Using AI Summary

Basic Usage

  1. Navigate to your campaign dashboard and click Add New Widget.
  2. Click or drag the AI Summary Widget onto the desired page. Adjust the widget size as needed
  3. Click on the AI Summary widget to open the edit panel. Select which AI Summary Level you prefer. 
    • Slide Level - Analysis focused on the currently visible page/slide in your dashboard. This examines only the data and metrics shown on your active view.
    • Custom Page - Analysis of specific pages or combinations of pages you select. This option offers flexible page selection using various formats:
      • Single pages, example: 1,2
      • Page ranges, example: 1-3,2-5
      • Combined selections, example: 1,3-5,7
      • Multiple ranges, example: 1-3,5-7
    • Dashboard Level - Analyzes data across all slides in your dashboard
  4. Click Generate and review the generated summary and recommendations
  5. Should you wish to edit the content of the summary, double click on the box and it will show you the text editing options.

Image Analysis

The AI can extract and analyze marketing data from images:

  1. Upload an image containing marketing data (charts, graphs, tables)
  2. The AI will automatically extract the relevant information
  3. Analysis will incorporate both the image data and existing campaign metrics

Limitations

  • The AI is specifically trained for digital marketing analysis
  • Questions outside the marketing domain will return an error message

Best Practices

  1. Be Specific: The more specific your custom prompts, the more targeted the insights will be
  2. Quality Data: Ensure your campaign data is complete and accurate before requesting analysis
  3. Image Guidelines:
    • Use clear, high-resolution images
    • Ensure marketing data is clearly visible
    • Include labels and legends in charts/graphs

Note:

  • The AI Summary feature is continuously improving. Check back regularly for updates and new capabilities.
  • Pre-requisite for AI widget: Dashboard must contain slides with data

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