Insider One AI is the AI assistant built into your Insider One panel. Ask it questions in plain language, upload a file, or describe what you want to get done, and it responds with answers and charts and, where supported, takes action on your behalf.
You simply describe what you want in everyday language. Behind the scenes, your request is automatically routed to a specialized agent: an expert in one area of Insider One, such as analytics. You always work in the same chat surface, no matter which agent handles your question.
Not every agent works the same way, and it helps to know which kind you're talking to:
Read-only agents answer questions and surface insights but never change anything in your account. Insight Agent works this way today.
More agents, including ones that act in other channels, will be added over time. Whichever kind you're using, you stay in control: nothing is sent, saved, or changed in your account without your explicit approval first.
How Insider One AI helps
Insight Agent: Self-service analytics. Ask questions about your campaign performance and customer behavior in plain language and get instant, pinnable charts and tables.
Where to find Insider One AI
Open Insider One AI from the chat entry point in the Insider One panel. The chat panel opens alongside your work, so you can keep asking questions without leaving the page.
Key concepts
Term | What it means |
|---|---|
Agent | A specialist for one job, such as analytics. You don't choose which agent handles a request; it's routed automatically based on what you ask. |
Conversation | A chat thread. Ask follow-up questions to refine an answer, and reopen past conversations later. See Conversations. |
Widget | A chart, table, or KPI card that an agent generates from your question. Widgets can be pinned to a dashboard. See Insight Agent. |
Blueprint | A structured, editable draft, such as an analytics view or a campaign draft, that you can preview, open on a full canvas, edit, version, and save for reuse. See Blueprint. |
Good to know
Ask in any language. The assistant understands most languages and replies in kind. Expect the most consistent results in English.
You stay in control. Agents that can make changes always show you what they're about to do and wait for your approval before anything happens.
Availability rolls out in stages. If you don't see a particular agent yet, it may not be enabled for your account. Reach out to the Insider One account team for access.
Related guides
Conversations: How multi-turn chat, follow-ups, and history work
Tasks: Schedule recurring work for Insider One AI to run automatically
Memory, Archived Chats, and Settings: What the assistant remembers and how to control it
Blueprint: How editable, saveable drafts work across agents
Insight Agent: Self-service analytics in depth