Understanding Automated Insights

Pro Plan

Automated insights are AI-discovered patterns, anomalies, and opportunities in your data. Learn how to read and act on them.

What Are Automated Insights?

Insights are AI observations about your data:

Type	Example
Anomaly	"Traffic dropped 40% today"
Trend	"Organic traffic up 25% over 4 weeks"
Opportunity	"Mobile users convert less - potential gain"
Alert	"Conversion rate hit all-time low"

Insight Anatomy

Insight Card Structure

Each insight contains:

Element	Purpose
Title	Brief description
Category	Type of insight
Severity	Importance level
Time	When detected
Data	Supporting metrics
Actions	Suggested next steps

Example Insight

📉 ANOMALY: Traffic Drop Detected

Your website traffic dropped 35% compared to
the same day last week.

Affected: All traffic
When: Today, 2:00 PM
Previous: 1,200 visitors
Current: 780 visitors

Possible causes:
• No active campaigns running
• Server issues (none detected)
• External factors

Actions:
→ View affected pages
→ Check server status
→ Compare traffic sources
→ Mark as acknowledged

Insight Categories

Anomalies

Unusual deviations from normal:

Anomaly	Meaning
Traffic spike	Sudden increase
Traffic drop	Sudden decrease
Conversion change	Rate significantly different
Error surge	More errors than usual

Trends

Patterns developing over time:

Trend	Example
Growing	"Organic traffic up 5% weekly"
Declining	"Bounce rate increasing steadily"
Seasonal	"Traffic peaks on weekends"
Cyclical	"Monthly conversion patterns"

Opportunities

Potential improvements found:

Opportunity	Example
Conversion gap	"Mobile converts 40% less than desktop"
Traffic source	"Social visitors more engaged"
Content	"Blog drives 3x more signups"

Alerts

Critical items needing attention:

Alert	Example
Performance	"Page load time doubled"
Errors	"JavaScript errors increased 500%"
Goals	"No conversions in 24 hours"

Insight Severity

Severity Levels

Level	Color	Meaning
Critical	Red	Immediate attention needed
Warning	Orange	Should investigate soon
Info	Blue	Good to know
Positive	Green	Good news

Critical Insights

Require immediate action:

• Major traffic drops
• Conversion rate crashes
• System errors
• Security concerns

Warning Insights

Investigate within a day:

• Moderate changes
• Developing trends
• Potential issues

Info Insights

Review when convenient:

• Minor changes
• Context updates
• Background patterns

Positive Insights

Celebrate wins:

• Traffic milestones
• Conversion improvements
• Record performances

Reading Insight Data

Metrics Included

Insights show relevant numbers:

Conversion Rate Change
Current: 2.1%
Previous: 3.4%
Change: -38%
Confidence: High

Comparisons

AI compares against:

• Previous period
• Historical average
• Expected range
• Similar time periods

Confidence Score

How sure AI is:

Confidence	Meaning
Very High	95%+ certain
High	85-95% certain
Medium	70-85% certain
Low	50-70% certain

Low confidence = more investigation needed.

Suggested Actions

Types of Actions

Action	Description
Investigate	Dig deeper into data
Compare	View related metrics
Review	Check session recordings
Fix	Address identified issue
Monitor	Keep watching

Following Actions

Click action to:

• Jump to relevant report
• Open filtered view
• Start investigation
• Create task

Managing Insights

Insight Feed

Access all insights:

1. Go to AI Insights tab
2. View chronological feed
3. Filter by type/severity
4. Search for specific topics

Filtering Options

Filter	Options
Severity	Critical, Warning, Info, Positive
Type	Anomaly, Trend, Opportunity, Alert
Status	New, Seen, Acknowledged
Time	Today, Week, Month

Sorting

Sort insights by:

• Newest first (default)
• Severity
• Type
• Status

Acknowledging Insights

Why Acknowledge?

• Marks as reviewed
• Clears from active list
• Helps AI learn relevance
• Creates audit trail

How to Acknowledge

1. Read the insight
2. Take any needed action
3. Click "Acknowledge"
4. Optionally add note

Bulk Actions

For multiple insights:

• Select several
• Acknowledge all
• Or dismiss non-relevant

Customizing Insights

Notification Settings

Control how you're notified:

Setting	Options
Email alerts	Critical only, All, None
In-app badges	On/Off
Slack integration	Configure channel
Digest	Daily, Weekly, None

Sensitivity

Adjust AI sensitivity:

Setting	Effect
High	More insights, some noise
Medium	Balanced
Low	Fewer, more significant only

Focus Areas

Prioritize certain metrics:

• Revenue-related insights
• Traffic patterns
• Conversion metrics
• Error detection

Best Practices

Daily Review

• Check critical insights
• Review new anomalies
• Acknowledge actioned items

Weekly Review

• Look at trends
• Review opportunities
• Check patterns

Acting on Insights

1. Read - Understand the insight
2. Verify - Confirm in data
3. Investigate - Find root cause
4. Act - Take appropriate action
5. Monitor - Watch for changes
6. Acknowledge - Close the insight

Building Habits

• Set notification preferences
• Include in daily routine
• Share with team
• Track actions taken

Troubleshooting

Too Many Insights

If overwhelmed:

• Lower sensitivity
• Filter by severity
• Bulk acknowledge old ones
• Focus on critical only

Missing Insights

If not seeing expected:

• Check date range
• Verify plan features
• Increase sensitivity
• Contact support

Irrelevant Insights

If insights aren't useful:

• Dismiss and provide feedback
• Adjust focus areas
• Lower sensitivity
• AI will learn over time

Next Steps

• Anomaly detection details
• Natural language queries
• Weekly digest setup