Ask AI for a report
Describe the report you want in plain words and get charts back, then save it or add it to a dashboard.
When the built-in dashboards do not show what you need, ask for it in your own words: "Won deal value by month and responsible person", or "Which lead sources convert best". The AI works out the charts from your CRM's data and shows them straight away.
Before you start
- Ask AI appears on the Analytics page for owners and admins, and for roles that have Ask AI for reports in Analytics ticked under Settings → Access.
- It uses the workspace's AI key, the same one Tic Buddy uses. An owner or admin adds it under Settings → Tic Buddy.
Without a key, the window says where to add one instead of showing the question box.
Ask a question
- Open Analytics and click Ask AI.
- Type what you want to see, or click one of the examples under the box.
- Click Ask. You can also press Ctrl+Enter, or Cmd+Enter on a Mac.
The answer has a title, a short explanation and one or more charts. It follows the period and person chosen on the Analytics page, the same as the built-in dashboards.
Change the answer
Under the charts, type a change in the box, such as "only the Sales pipeline", "split by month" or "show as a table", and click Change. The AI adjusts the report rather than starting again.
Keep a report
- Save report keeps it under Saved reports on the left, for everyone who can use AI analytics. Running a saved report again does not use the AI and costs nothing.
- Add to a dashboard puts its charts on one of your own Analytics dashboards, or on a new one. Only owners and admins see this button.
- SQL shows the query behind each chart, for anyone who wants to check it.
Your recent questions lists what you asked before. Click one to see it again. To remove one, hover over it and click the cross (Forget); you can forget your own questions, and owners and admins can forget anyone's.
Limits and privacy
- The count at the right of the question box shows how many new questions have been asked today out of the daily limit. Opening an earlier or saved answer runs it again without the AI, at no cost.
- The AI sees only your question and the names of the CRM's tables and fields, never your customers' data. Its queries only read data and cannot change anything.