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How to use AI Insights
How to use AI Insights
Published June 9, 2026
Admin Portal
Analytics
On this page
Getting to AI Insights
Understanding the page layout
Left rail: Widget picker and staging area
Center/right: Spot Bot chat window
Top filter bar
Staging charts for discussion
Method 1: Click to add widgets
Method 2: Drag widgets into chat
Managing staged widgets
Asking effective questions
Question types that work best
Tips for better questions
How Spot Bot analyzes your data
Data fetch process
Research transparency
Understanding embedded charts
Chart characteristics
Chart selection logic
Using embedded charts
Generating daily briefings
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