The AI Assistant is a per-business chat that has live context on the selected business. Use it to ask plain-language questions about ad performance, lead qualification, KPI trends, and pipeline activity without writing SQL or jumping between screens.
Open it from the left sidebar under AI → AI Assistant.
Context
The assistant is always scoped to the business shown in the top-left Business Space selector — indicated by the Context: <Business name> chip in the top right of the chat (for example, Context: BNB Accelerator). Switch businesses from the selector and the chip updates; existing conversations stay with the business they were created against.
Chat layout
- + New Chat (top left) — Start a new conversation. Each chat is saved in the left rail under the business it belongs to.
- Conversation list — All prior chats for this business. Empty state shows No conversations yet.
- Chat Bot panel (right) — The active conversation. The empty state prompts How can I help you today? Ask me anything about your business data, campaigns, leads, and performance metrics.
- Message input (bottom) — Type and send. Conversations stream replies as they generate.
What you can ask
The AI Assistant is a marketing analytics assistant for your agency CRM and ad data. It answers in plain English by querying your database, SOPs, and lead records — not general chat. Scope to one business with the header selector, or ask portfolio-wide questions across all businesses.
Direct numbers from your CRM and ad accounts.
| Topic | Example questions |
|---|
| Leads | ”How many leads did we get last week?” / “Leads this month across all businesses” |
| Appointments / calls | ”How many calls were booked last month?” / “Appointment volume this week” |
| Closed deals | ”How many deals closed in February?” |
| Qualified leads (Q Leads) | “How many qualified leads last 30 days?” / “Show me Q Leads for business X” |
| Marketing KPIs | ”What’s our CPL, CPBC, ROAS for the past 30 days?” |
| Revenue | ”What was GHL revenue last month?” |
| Monthly trends | ”Show me month-over-month KPI trend for business 12” |
| Threshold alerts | ”Which businesses are over their KPI targets?” |
“Qualified calls” = appointments and bookings. “Qualified leads” / “Q Leads” = submission qualification — different data.
2. Campaigns, ads & funnels
| Topic | Example questions |
|---|
| Funnels | ”Funnel report for this month” / “How is the booking funnel performing?” |
| Campaigns | ”Campaign performance last 7 days” / “Which campaign spent the most?” |
| Creatives / ads | ”Top ads by spend last month” / “Creative performance for business X” |
| Ad spend | ”How much did we spend on ads this month?” |
| Portfolio view | ”Compare all businesses on spend, leads, and closes” |
3. Lead profiles & CRM search
Questions about what leads said or their characteristics. These use semantic search over conversations and notes, so counts may be shown as “at least N”.
- “Which leads said they were full-time agents?”
- “Who answered yes to [qualification question]?”
- “Find leads with budget over $500K”
- “Show me details for contact [ID]”
- “Find leads similar to contact [ID]“
4. Coaching, SOPs & strategy (Knowledge Base)
Process and playbook questions from your uploaded agency docs.
- “What’s our pixel reset protocol?”
- “When should I kill an ad at MAX KPI vs Baseline KPI?”
- “What’s the launch checklist?”
- “How do we structure a sandbox campaign?”
- “Explain the Sandbox 2.0 testing framework”
5. SOP + live data combined (advanced)
The assistant can chain SOP knowledge with your account data.
- “Per our SOP’s MAX KPI rule, which campaigns last 7 days are over the line?”
- “What’s my cost per booked call last month vs the MAX KPI in the SOP?”
- “The SOP says no more than 5 active ads per adset — which adsets violate that?”
- “Audit my account against the SOP for the past 30 days — give me a prioritized action list”
- “Run a launch readiness check on my newest campaign using the SOP checklist”
6. Historical & diagnostic questions
| Topic | Example questions |
|---|
| Winning periods | ”When were we crushing it?” / “Best 60-day CPQBC period ever” / “All-time best CAC window” |
| Automation history | ”What did our automation rules do last week?” |
| Change logs | ”What ad/campaign changes happened recently?” |
| Why / what to do | ”Why did CPL spike?” / “What should we do about low ROAS on campaign X?” |
| Data freshness | ”Is my data synced?” / “Which clients have sync errors?“ |
7. Optimizer & recommendations
- Account analysis and KPI-based suggestions.
- Listing AI Optimizer recommendations.
- Metric comparisons across periods or businesses.
What it does not do well
- General knowledge unrelated to your marketing data or SOPs.
- Topics not in your knowledge base (for example, “What’s our refund policy?” if that policy isn’t documented).
- Guessing KPIs without looking up your account’s actual targets.
How questions are routed
The system classifies each question by complexity:
- Simple — direct counts and lookups (“How many leads last week?”).
- Analytical — comparisons, multi-step queries, lead-trait searches.
- Deep — diagnostic and advisory questions (“Why did X happen?”, “What should we do?”).
Simpler questions return faster and cost fewer tokens; deep questions take longer and consume more.
Tips for better answers
- Use natural date phrases: last week, this month, past 30 days.
- Pick a business in the Business Space header selector for account-specific questions; leave it broad for portfolio comparisons.
- Be specific when you can — business name, funnel name, campaign name, and a date range produce the cleanest answers.
Tokens
The assistant uses your agency token balance (shown in the bottom-left of the sidebar). Heavier questions (long ranges, deep diagnosis) cost more tokens than simple lookups. Run a batch sync first if you suspect stale data — the assistant reads from the same tables.
For broad portfolio questions across every client, switch to the AI Optimizer — it runs daily across all businesses and surfaces opportunities you wouldn’t think to ask about. 
