Ask AI Reporting answers natural-language questions about your org’s call, revenue, and RTB reporting. It does not replace Billing, and it does not silently change campaigns.
Where: Reporting → upper right → Ask AI Reporting (BETA). Some accounts see Ask AI+ instead of that label.
Last updated September 15, 2026.
Who sees it
Org admins and members. Publisher-only logins do not get this control.
Ask AI Reporting vs Ask AI+
Ask AI Reporting: read-only. It can analyze calls, revenue, and RTB activity. It cannot change portal settings.
Ask AI+: same reporting questions, plus it can propose portal changes (for example pause a publisher). Writes still require your Yes / Cancel confirmation. Nothing saves until you confirm.
How to ask
Open Reporting.
Click Ask AI Reporting (or Ask AI+) in the upper right. The BETA badge stays on the button.
Ask in plain language. Include a date range, the campaign name, and the exact tag or field when you care about one.
Review the table. Export if you need a file.
Follow-up questions in the same thread can use earlier answers. Start a new thread when you change topic.
Examples that work
“How many connected calls did campaign X have yesterday?”
“Show last 7 days of calls with tag
caller_zip.”“Revenue by publisher for last week.”
Best results come from fields that already exist on the call (campaign, publisher, buyer, tags, connected). Ask AI is not guaranteed to apply Stripe billable rounding. Minutes and invoices live under Account → Billing.
Limits
Default cap is 50 questions per hour per user. Hitting it shows “Hourly usage limit reached.” Wait for the hour to reset.
Very large result sets can truncate (row cap on the query).
A long multi-step question can stop with a partial answer. Ask a simpler single-metric question, or have ops pull the export.
What it will not do
Edit campaign, cap, or RTB configuration (Ask AI Reporting). Ask AI+ only after you confirm.
Read publisher or buyer records that are not on the call.
Act as the source of truth for billed cost or invoice totals.