FeaturesAI Insights

AI Insights Assistant

Get instant AI-powered insights about your digital presence with the floating AI assistant available on every page.

Overview

The AI Insights Assistant is your personal digital marketing advisor, accessible from anywhere in the portal. Ask questions in natural language, get automated analysis of your performance, and receive personalized recommendations—all without leaving your current page.

Accessing the Assistant

Floating Button

Look for the purple sparkle button (✨) in the bottom-right corner of any portal page.

  • Click to open the assistant
  • Always accessible - appears on every page
  • Non-intrusive - stays out of your way when closed

Opening the Assistant

  1. Click the purple sparkle button
  2. The assistant expands into a chat interface
  3. Start asking questions or use quick actions

Quick Actions

Two one-click buttons provide instant insights:

Analyze My Scores

Get a comprehensive analysis of your visibility scores:

  • Identifies your strengths (scores above 80)
  • Highlights areas needing attention (scores below 60)
  • Compares your performance to benchmarks
  • Provides specific improvement suggestions

When to use: Monthly check-ins, after making website changes, or when planning improvements.

Get Tips

Receive curated recommendations based on your current metrics:

  • Prioritized action items
  • Effort vs. impact ratings
  • Specific next steps
  • Tailored to your industry vertical

When to use: Planning your marketing activities, quarterly reviews, or when you need direction.

Natural Language Queries

Ask questions about your digital presence in plain English:

Example Questions

Performance Questions:

  • “How is my website performing?”
  • “Why is my bounce rate high?”
  • “What’s my best-performing content?”

Comparison Questions:

  • “How do I compare to competitors?”
  • “Am I improving over last month?”
  • “Which metrics are below average?”

Action Questions:

  • “What should I focus on first?”
  • “How can I improve my SEO?”
  • “What content should I create?”

Getting Better Answers

Be specific:

  • ❌ “How am I doing?”
  • âś… “How is my website traffic trending this month?”

Ask about metrics:

  • ❌ “Is everything okay?”
  • âś… “What’s causing my high bounce rate?”

Request actionable advice:

  • ❌ “Help me improve”
  • âś… “What are 3 quick wins to improve my visibility score?”

Understanding Responses

Answer Format

Responses include:

  • Main answer - Direct response to your question
  • Recommendations - Specific actions you can take
  • Metadata - Response time and AI provider used

Recommendations

Each recommendation shows:

  • Title - What to do
  • Description - Why and how
  • Effort level - Low, Medium, or High
  • Impact level - Expected results

Follow-up Questions

After receiving an answer, you’ll see suggested follow-up questions to dive deeper.

Features

Multi-Tenant Security

Your data is completely isolated:

  • Only sees your organization’s data
  • No cross-client information leakage
  • Secure authentication on every request

Rate Limiting

To ensure fair usage:

  • 100 requests per minute per client
  • Automatic throttling if exceeded
  • Resets every minute

AI Providers

Powered by industry-leading AI:

  • OpenAI GPT-4o-mini - Primary provider
  • Anthropic Claude 3.5 Haiku - Fallback provider
  • Automatic failover for reliability

Query Types

Scoring Analysis (Deterministic)

No AI required - instant analysis of your scores:

  • Compares to benchmarks
  • Identifies trends
  • Suggests improvements
  • Always consistent results

Natural Language Query (AI-Powered)

Uses AI to understand and answer your questions:

  • Analyzes your complete data context
  • Provides personalized insights
  • Explains complex metrics
  • Confidence score included

Playbook Recommendations

Recommendations matched to your situation:

  • Industry-specific advice
  • Filtered by your vertical (dental, medical, etc.)
  • Prioritized by impact
  • Proven strategies

Metric Explanations

Get clear explanations of complex metrics:

  • What the metric means
  • Why it matters
  • How to improve it
  • Industry context

Data Sources

The assistant analyzes data from multiple sources:

  • Visibility Scores - From Northstar Auditor scans
  • Website Analytics - Pageviews, bounce rate, session duration
  • Goals - Your active goals and progress
  • Action Items - Open tasks and priorities
  • Content Performance - Published posts and engagement
  • Social Metrics - Reach and engagement data

Best Practices

When to Use the Assistant

Daily:

  • Quick performance checks
  • Answering specific questions
  • Getting quick tips

Weekly:

  • Reviewing trends
  • Planning content
  • Checking goal progress

Monthly:

  • Comprehensive score analysis
  • Strategic planning
  • Identifying opportunities

Getting the Most Value

  1. Ask specific questions - Better than vague queries
  2. Use quick actions - Fast insights without typing
  3. Follow recommendations - Prioritized by impact
  4. Track improvements - Ask follow-up questions over time
  5. Combine with other features - Use insights to inform goals and content

What the Assistant Can’t Do

  • No direct actions - Can’t change settings or create content
  • No real-time data - Uses most recent available data
  • No external data - Only analyzes your GaugeWell data
  • No predictions - Provides insights, not forecasts

Troubleshooting

Assistant Won’t Open

  • Refresh the page - Clears any temporary issues
  • Check browser console - Look for error messages
  • Try another page - Isolates page-specific issues

Slow Responses

  • Normal wait time - 2-5 seconds for AI responses
  • Complex questions - May take longer to analyze
  • Rate limiting - Wait a minute if you’ve hit the limit

Unexpected Answers

  • Rephrase your question - Try different wording
  • Be more specific - Add context or details
  • Check data freshness - Ensure recent scans have run

Error Messages

“Failed to get response”

  • Temporary service issue
  • Try again in a moment
  • Contact support if persistent

“Rate limit exceeded”

  • You’ve made 100 requests in the last minute
  • Wait 60 seconds and try again

Privacy & Security

Data Handling

  • No data storage - Queries not saved by AI providers
  • Encrypted transmission - All data sent securely
  • Multi-tenant isolation - Complete data separation
  • Audit logging - All queries logged for your records

What’s Shared with AI

Only aggregated, anonymized metrics:

  • Scores and percentages
  • Counts and totals
  • Trends and changes
  • No personal information
  • No client names
  • No sensitive data

Tips & Tricks

Keyboard Shortcuts

  • Click button - Opens assistant
  • Type immediately - Focus is on input field
  • Enter - Sends your question
  • Escape - Closes assistant (when implemented)

Mobile Usage

The assistant works on mobile devices:

  • Same floating button location
  • Touch-optimized interface
  • Swipe to close (when implemented)
  • Full feature parity

Integration with Other Features

Use insights to:

  • Set better goals - Based on recommendations
  • Create targeted content - Address weak areas
  • Prioritize action items - Focus on high-impact tasks
  • Track improvements - Monitor changes over time

Support

Need help with the AI Assistant?

  • Documentation - You’re reading it!
  • Support team - Contact via portal
  • Feedback - Use the feedback button (when implemented)

Last Updated: February 16, 2026
Version: 1.0

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