AI Insights

AI Insights (/insights) has two layers: rule-based campaign anomaly hints and an AI chat over metrics (when AI API is configured). It does not replace Reports: it speeds up what to check first; you confirm numbers in reports and logs. Use Insights as a morning triage queue, not as the sole reason to change bids.

AI Insights
Insights list and analysis panel.

Purpose

With dozens of campaigns it is easy to miss a CR drop or cost growth without revenue. Rule-based analysis scans campaigns for the period and raises warning/info/success. AI chat helps phrase a hypothesis in natural language but needs a provider key.

Prerequisites

  • Campaign stats for the selected period.
  • For AI chat: Settings → Integrations → AI API (OpenAI or Anthropic, API key, optional custom base URL).
  • Rule-based mode works without an AI key.

How to open

  1. Sidebar → AI Insights.
  2. Path: /insights.

Rule-based workflow

  1. Pick the analysis period — ideally the same as your Reports preset (e.g. Last 7 days).
  2. Run Analyze campaigns — signals with severity (warning / info / success).
  3. Focus on warnings: open the campaign, then the same cut in Reports (Campaign / Sub ID / Country).
  4. If conversions vanished — Logs → Conversions / Postbacks by Click ID. If ROI looks broken — Daily Costs in Cost Import for the same dates first.
  5. Only after numbers match decide pause/bid/offer change.

AI chat workflow

  1. Settings → Integrations → AI API: OpenAI or Anthropic, API key, optional custom base URL → Save.
  2. Return to /insights, open the chat tab.
  3. Ask a concrete question with period and campaign name.
  4. Replies stream in. Treat them as a hypothesis draft: list 1–3 checks and verify each in Reports/Logs.
  5. On provider auth errors, update the key in AI API — re-running Analyze campaigns will not fix the key.

How to read severity

warning — check today: CR drop, cost up without revenue, odd spread. info — context or soft signal. success — the rule found no issue at its threshold; not a quality certificate. Always open the campaign in Reports for the same period and, if needed, verify click/postback in Logs. On campaigns with dozens of clicks a CR warning may be noise — check absolute clicks/conversions before pausing.

Link to other sections

Insights → Reports → Funnel → Logs → Cost Import (if ROI broke due to missing spend) → Settings → Fraud Score (if Fraud % rose). AI chat does not know network agreements and does not replace Incoming postback checks. If AI API uses a custom base URL, confirm endpoint and key.

Permissions: users without campaign access see a trimmed picture. Read-only analysts can review insights but cannot edit Settings → AI API.

Typical scenarios

  • Morning review: Analyze → warnings → top 3 in Reports with period comparison → bid decisions.
  • After an offer change: period around the date + Funnel path + Logs test conversions.
  • Hypothesis draft: AI chat lists sub_ids/geos → verify in Reports groupings.
  • Cost up without sales: Insights warning → Cost Import reconcile → Postbacks for reject/sale.

Troubleshooting

  • Empty list after Analyze — little stats for the period or no campaign access; widen period and permissions.
  • AI chat missing / auth error — key and base URL in Settings → AI API.
  • Odd yesterday signals after timezone change in General — day boundaries moved; re-run Analyze.
  • Signal disagrees with Reports — align period/filters; Insights does not replace report groupings.

Limits and period discipline

Neither rule-based nor AI layers replace drilldown: Insights points where to look; Reports/Funnel/Logs provide proof. Keep the insights period aligned with your Reports preset or hypotheses diverge from numbers. After a timezone change in General, re-run Analyze — yesterday's day boundary moved. On low volume (dozens of clicks), verify absolute clicks/conversions before pausing. If AI chat lists sub_ids, paste them into a Reports filter instead of changing bids from the reply paragraph.

Common mistakes

  • Expecting AI chat without a key in Settings → AI API.
  • Changing bids from insight text without verifying cost/postbacks in Logs.
  • Reading a success signal as everything is perfect.
  • Ignoring Cost Import when an ROI warning coincides with zero spend in the tracker.
  • Comparing insights for last 7 days with a calendar-week report without aligning dates.