> ## Documentation Index > Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt > Use this file to discover all available pages before exploring further. # AI Assistant > Chat with the AI Assistant about a single business's data, campaigns, leads, and performance metrics. 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: \** 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**. ### 1. Performance & metrics (counts and KPIs) 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](/product/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: 1. **Simple** — direct counts and lookups (*"How many leads last week?"*). 2. **Analytical** — comparisons, multi-step queries, lead-trait searches. 3. **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](/getting-started/integrations/connect-crm#manual-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](/product/ai-optimizer) — it runs daily across all businesses and surfaces opportunities you wouldn't think to ask about.