What is the AI copilot?
The AI copilot lets you ask questions about your data in plain English instead of building reports manually. Type a question, and the copilot translates it into a flex report with the right filters, date ranges, and groupings applied automatically.
Where to find it
Click the copilot icon in the Reports section of your dashboard. The copilot opens as a panel where you can type or refine your queries.
Example queries
Here are some questions the copilot understands:
- "Who are my top 10 partners this week?"
- "Which offers have the highest conversion rate?"
- "Show me conversions from last month grouped by partner"
- "What is my total revenue this quarter?"
- "Which partners have a CVR below 1%?"
- "Compare this month's performance to last month"
- "Show me clicks and conversions for the Insurance Lead Gen offer today"
You can be specific or vague — the copilot infers what it can and asks for clarification when needed.
How it works
When you type a question:
- The copilot parses your natural language input
- It identifies the relevant metrics, dimensions, filters, and date range
- It generates a flex report matching your query
- The report appears in the same interface, ready to explore, export, or save
If the copilot is unsure about something (e.g., which date range you mean), it asks a follow-up question before generating the report.
Tips for better results
- Be specific about time — "last 7 days" or "this month" gives better results than "recently"
- Name your offers and partners clearly — The copilot matches by name, so "Insurance Lead Gen" works better than "offer #3"
- Ask follow-ups — After a report generates, you can refine it: "Now filter that to just mobile traffic" or "Break this down by country"
- Save reports you reuse — If the copilot generates a report you check often, save it as a named report for one-click access later