--- title: AI Agent Chat for Ad Analytics | Flyweel Docs description: Ask questions about connected Google, Meta, TikTok, CRM, and finance data and receive charts, tables, and reports. url: "https://www.flyweel.co/docs/features/ai-agent-chat" type: static generatedAt: "2026-10-08T05:30:40.078Z" --- ![Documentation hero background](https://astro-flyweel-docs.vercel.app/vision-hero.webp) # AI Agent Chat for Ad Analytics ## What is AI Agent Chat?[Link to this section](#what-is-ai-agent-chat) AI Agent Chat lets you ask questions about the data connected to your Flyweel workspace. That can include Google Ads, Meta Ads, TikTok Ads, Pipedrive, and Xero, depending on the integrations your team has enabled. ## Key Benefits[Link to this section](#key-benefits) - Faster answers — Skip manual digging and get direct results. - Less debate — Share-ready charts and tables keep everyone aligned. - More momentum — Recommendations help move from “what happened?” to “what next?”. ## Getting Started[Link to this section](#getting-started) ### Open AI Agent Use the chat on your dashboard to start a session. ### Ask a question Use plain English. Example: “Show ROAS by platform for last 30 days.” ### Refine with follow-ups Ask for breakdowns, comparisons, or time ranges. ### Save as Report Generate a [report](/docs/features/reports-analytics) and share it via URL. ## Credits & Usage[Link to this section](#credits--usage) AI Agent Chat uses a credit system to manage usage. ### How Credits Work[Link to this section](#how-credits-work) | Action | Credit Cost | | --- | --- | | Chat message | 1 credit | | Report generation | 2 credits | | First prompt per session | Free | ### Credit Pools[Link to this section](#credit-pools) - **Free credits** — Included with your plan each month - **Paid credits** — Available on paid plans with higher limits ### Usage Limits[Link to this section](#usage-limits) - Daily and monthly caps apply depending on your plan - Check your remaining credits in **Settings > Billing & Subscription** - When credits are exhausted, you will be notified before sending a message **Free to Try**: Your first prompt in each session is free, so you can always ask one question without spending credits. --- ## Related Resources[Link to this section](#related-resources) - [AdGrid Campaign Manager](/docs/features/adgrid-campaign-manager) - [Reports & Analytics](/docs/features/reports-analytics) - [Getting Started](/docs/getting-started/quickstart-guide) ### AI Agent vs. Manual Analysis (When to use which)[Link to this section](#ai-agent-vs-manual-analysis-when-to-use-which) | Scenario | Use AI Agent Chat | Use manual analysis | | --- | --- | --- | | Quick answers and visuals | Yes — plain-English prompts to charts/tables | — | | Exploratory questions | Yes — fast iterations with follow-ups | — | | Deep custom analysis | — | Yes — complex, bespoke analysis | | Repeatable reporting | Yes — generates summaries and visuals | — | | Audit/validation | — | Yes — verify against native platforms | **Your Intelligent Campaign Partner** — The Flyweel AI Agent analyzes your campaign data from connected platforms and provides insights, charts, and reports using natural language. --- ## How the AI Agent Works[Link to this section](#how-the-ai-agent-works) The AI Agent combines natural language processing with your campaign data to: - **Analyze Data** — Processes campaign performance across all connected platforms - **Provide Insights** — Delivers recommendations based on your specific data - **Generate Visualizations** — Creates charts, tables, and visual reports on demand - **Maintain Chat History** — Remembers previous messages within a session for follow-up questions --- ## Getting Started with AI Chat[Link to this section](#getting-started-with-ai-chat) ### Accessing the Agent[Link to this section](#accessing-the-agent) The AI chat interface is on your Flyweel dashboard homepage. ### Locate the Chat Interface Find the chat input box at the bottom of your dashboard homepage ### Ask Your First Question Type your question in natural language and press Enter ### Review the Response The AI will provide insights with supporting data, charts, or tables ### Continue the Conversation Ask follow-up questions to dive deeper into specific areas ### Understanding AI Responses[Link to this section](#understanding-ai-responses) The AI Agent presents information in multiple formats: #### Response Types[Link to this section](#response-types) - **Text Analysis** — Direct answers with explanations and context - **Interactive Charts** — Visual data representations (bar charts, line graphs, pie charts) - **Data Tables** — Detailed metric breakdowns with sorting and filtering - **Recommendations** — Specific, actionable optimization suggestions --- ## Performance Analysis Queries[Link to this section](#performance-analysis-queries) ### Campaign Performance Questions[Link to this section](#campaign-performance-questions) #### Spend Analysis[Link to this section](#spend-analysis) Ask questions like: - *“What was my total advertising spend across all platforms last month?”* - *“Which campaigns consumed the most budget this week?”* - *“How does my current spend compare to last month?”* - *“Show me spend trends over the last 90 days”* #### Traffic & Engagement Analysis[Link to this section](#traffic--engagement-analysis) - *“Which campaign had the highest click-through rate last week?”* - *“What’s my average CTR across Google Ads vs Meta Ads?”* - *“Show me impression trends for my top 5 campaigns”* #### Conversion Performance[Link to this section](#conversion-performance) - *“What’s my return on ad spend for the current month?”* - *“Which campaigns are driving the most conversions?”* - *“Show me cost per acquisition trends over time”* - *“Compare conversion rates between platforms”* ### Comparative Analysis[Link to this section](#comparative-analysis) #### Platform Performance[Link to this section](#platform-performance) **Cross-platform insights:** Compare performance across Google Ads, Meta Ads, and TikTok Ads to identify platform-specific strengths and areas to investigate. - *“Compare the performance of my Google Ads, Meta Ads, and TikTok Ads campaigns”* - *“Which platform is more cost-effective for my business?”* - *“Show me CTR differences between Search and Facebook campaigns”* #### Time-Based Comparisons[Link to this section](#time-based-comparisons) - *“How did this month’s performance compare to last month?”* - *“Show me week-over-week changes in key metrics”* ## Optimization & Strategy Questions[Link to this section](#optimization--strategy-questions) ### Identifying Opportunities[Link to this section](#identifying-opportunities) #### Underperformance Analysis[Link to this section](#underperformance-analysis) - *“Which campaigns are underperforming and need attention?”* - *“Show me campaigns with high spend but low conversions”* - *“Identify ads with declining click-through rates”* #### Growth Opportunities[Link to this section](#growth-opportunities) - *“Where can I improve my return on ad spend?”* - *“Which campaigns have room for budget increases?”* ### Strategic Recommendations[Link to this section](#strategic-recommendations) #### Budget Optimization[Link to this section](#budget-optimization) **Smart Budget Allocation**: The AI can recommend budget reallocation strategies based on performance data, helping you maximize ROI across all campaigns. - *“How should I reallocate my advertising budget for better performance?”* - *“Which campaigns deserve more budget based on their efficiency?”* ## Generating Reports[Link to this section](#generating-reports) ### How Reports Work[Link to this section](#how-reports-work) The AI Agent can generate standalone reports that are saved to your report history and can be shared via URL. 1. Ask the AI to generate a report: *“Generate a report of my campaign performance for the last 30 days”* 1. The AI creates a formatted report with charts and analysis 1. The report appears in your **report history** 1. Share the report via its unique URL ### Report Examples[Link to this section](#report-examples) - *“Create an executive summary of advertising ROI”* - *“Generate a performance comparison between Google and Meta”* - *“Summarize performance improvements over the quarter”* **Report Credits**: Generating a report costs 2 credits. Reports are saved to your history and can be shared with anyone via URL. --- ## Chat History[Link to this section](#chat-history) The AI Agent maintains message history within your session: - **Session History** — Remembers previous messages and responses within a session - **Follow-up Questions** — You can reference earlier parts of the conversation - **Clear Chat** — Start a fresh conversation for unrelated analysis --- ## Best Practices[Link to this section](#best-practices) ### Asking Effective Questions[Link to this section](#asking-effective-questions) #### Be Specific[Link to this section](#be-specific) - **Good**: “Show me conversion rates for my Google Search campaigns in December” - **Vague**: “How are my campaigns doing?” #### Provide Context[Link to this section](#provide-context) - **Good**: “Compare this month’s ROAS to last month for campaigns spending over $1000” - **Limited**: “Show me ROAS” #### Use Natural Language[Link to this section](#use-natural-language) - **Good**: “Which of my Facebook campaigns are wasting the most money?” - **Also Good**: “Identify my least efficient Meta Ads campaigns” **Conversation Flow**: Start with broad questions and progressively narrow your focus. The AI will maintain context within the session. --- ## Troubleshooting & Support[Link to this section](#troubleshooting--support) ### Common Issues[Link to this section](#common-issues) #### AI Response Accuracy[Link to this section](#ai-response-accuracy) - **Data Freshness** — AI responses reflect data last synchronized from platforms - **Platform Delays** — Some metrics may have reporting delays - **Attribution Differences** — Results may vary based on platform attribution models #### Query Understanding[Link to this section](#query-understanding) - **Clarification Requests** — AI may ask for clarification on ambiguous questions - **Context Limits** — Very complex queries may need to be broken into smaller questions ### Getting Better Results[Link to this section](#getting-better-results) - **Use Specific Timeframes** — “Last 30 days” vs “recently” - **Specify Platforms** — “Google Ads” vs “all campaigns” - **Include Metric Definitions** — “ROAS above 3.0” vs “good ROAS” - **Reference Campaign Names** — Use exact campaign names when possible **Data Interpretation**: While the AI provides data-driven analysis, always validate critical business decisions against your platform data. --- ## Next Steps[Link to this section](#next-steps) 1. **[AdGrid Campaign Manager](/docs/features/adgrid-campaign-manager)** — View detailed campaign data 1. **[Reports & Analytics](/docs/features/reports-analytics)** — View report history and share reports 1. **[Integrations](/docs/integrations)** — Connect more platforms for richer AI analysis --- ## Frequently Asked Questions[Link to this section](#frequently-asked-questions) ### How does the AI Agent access my advertising data?[Link to this section](#how-does-the-ai-agent-access-my-advertising-data) The AI Agent uses the Google Ads, Meta Ads, TikTok Ads, CRM, and finance data connected to your Flyweel workspace to answer questions and build requested outputs. ### Can the AI Agent make changes to my campaigns?[Link to this section](#can-the-ai-agent-make-changes-to-my-campaigns) No. The AI Agent is read-only and cannot modify campaigns, adjust budgets, or change settings. It provides insights and recommendations that you implement in your ad platforms. ### How much does the AI Agent cost to use?[Link to this section](#how-much-does-the-ai-agent-cost-to-use) Each chat message costs 1 credit and each report costs 2 credits. Your first prompt per session is free. Credit limits depend on your plan — check Settings > Billing & Subscription for your current balance. ### Does the AI Agent remember previous conversations?[Link to this section](#does-the-ai-agent-remember-previous-conversations) The AI maintains message history within a single session, allowing follow-up questions. Start a new chat to clear context for unrelated topics. ### Can I use natural language or do I need specific commands?[Link to this section](#can-i-use-natural-language-or-do-i-need-specific-commands) The AI understands natural conversational language. Ask questions as you would to a team member: “Why is my CPA increasing?” or “Show me my best Facebook campaigns.” ### How is the AI Agent different from just looking at reports?[Link to this section](#how-is-the-ai-agent-different-from-just-looking-at-reports) The AI answers complex questions instantly, identifies patterns you might miss, and generates visual reports on demand — all through natural language. ### What if the AI doesn’t understand my question?[Link to this section](#what-if-the-ai-doesnt-understand-my-question) The AI will ask clarifying questions. Try rephrasing with more specific details (time periods, campaign names, metrics) or break complex queries into smaller questions. ### Is my data secure when using the AI Agent?[Link to this section](#is-my-data-secure-when-using-the-ai-agent) Yes. All data is encrypted and securely processed. The AI only accesses campaign performance data from your connected accounts. --- **Ready to get insights?** Start chatting with the Flyweel AI Agent and discover intelligent insights about your advertising performance. ### Ready to get started? Start optimizing your ad spend today with Flyweel. [Start Free](https://signup.flyweel.co/?variant=control)