Purpose: By using simple prompts, admins can quickly transform analytics into actionable insights, identify trends, and democratize data across their organization.
Value: Insights are on demand. Turns every admin and manager into their own analyst — instant answers,zero spreadsheets, zero backlog on the data/CX team.
Who can use it: Admins

Key Concepts

An AI-native alternative to fixed dashboards (the “Ask Anything”experience), built where the conversation data already lives turning “conversations are logged” into “insights are on demand.”

Conversations are persistent, pinnable, and context-aware.

In three steps: ask a question in your own words and language, refine it if it's not quite right (add a date range, queue, or user to narrow it down), and pin your most frequently requested reports so they're one click away next time.

AI Analytics response types:

Text: A plain-language summary
HTML report: A rich table or chart, rendered in an isolated, sandboxed frame
Markdown: A formatted document with headings, lists, tables

Quick-start steps

1. Find AI Analytics inside the Analytics menu.

2. Ask your question in natural language, in whichever language you prefer — e.g. “Top contact reasons this week.”

3. Review the generated answer. The tool returns the data, report, or chart directly.

4. Tips to get the most accurate insights:

Avoid ambiguous or unrelated questions.
Break complex queries into smaller, simpler questions.
Use follow-up prompts to refine insights.

5. Continue the conversation by asking clarifying follow-up questions.

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