Ask AI Reporting

Where: Reporting → upper right → Ask AI Reporting (BETA). Some accounts see Ask AI+.

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.

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

1. Open Reporting.
2. Click Ask AI Reporting (or Ask AI+) in the upper right. The BETA badge stays on the button.
3. Ask in plain language. Include a date range, the campaign name, and the exact tag or field when you care about one.
4. 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.

• Query Call Log and Call Summary data

• Filter and group results using fields available in call data

• Export the results of your query

This is the initial release and is intentionally scoped.
​Why This Matters
Reporting is one of the most frequently used areas of the platform, but building reports can be time-consuming and rigid.
Ask AI Reporting:

• Reduces friction by letting you ask questions in everyday language

• Makes reporting more accessible without requiring report-builder expertise

• Enables faster exploration of call data

This release establishes the foundation for more advanced, conversational reporting in future updates.
Example Use Cases
A network manager wants to see converted calls by campaign for yesterday
An analyst wants call summaries grouped by day for the last two weeks

• A user wants to export call log data by publisher for January

• A support team wants quick insight into recent call activity without rebuilding reports

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.

Supported Examples
These examples will work:
“Total calls by campaign for the last 7 days”
“Converted calls by campaign yesterday”
“Call summaries by publisher last week”
“Calls by buyer grouped by day”

• “Export call log data by campaign for January”

Not Supported (Initial Release)
The following are not supported in this release:

• Campaign configuration data (budgets, caps, settings)

• Publisher or buyer metadata outside what exists on the call record

• Cross-report joins or multi-source reporting

• Questions that require historical comparisons across multiple queries

Each question is evaluated independently and strictly against call data.
​Supported Filters & Groupings
Ask AI Reporting can filter and group results using fields available in Call Log and Call Summary.
Supported groupings

• Campaign

• Date / time (e.g. by day)

• Publisher

• Buyer (when present on the call)

Supported filters

• Date range

• Campaign

• Publisher

• Buyer

• Call status (e.g. connected, converted — based on call data)