Insights

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Purpose

The Insights page shows a prioritized queue of AI-generated insights and content-opportunity recommendations designed to grow your website’s AI-search visibility. It acts as a smart to-do list, surfacing material changes in your brand’s performance and giving you direct tools to act on, resolve, or discard each opportunity. By checking your latest data for actionable signals, this page helps you understand what is moving the needle and where to focus your effort next, without requiring you to dig through raw metrics yourself.

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What’s on the page

• Page header: Displays the “Insights” title, a description tooltip, tabs to toggle between “Insights” and “Content opportunities”, and a “Date range” filter.
• Insights view filter + queue progress: Shows tabs for “Open”, “Done”, and “Discarded” insights along with their counts. On the right, a progress bar shows how many queue slots are resolved (e.g., “3/5 resolved”) and displays a “Queue full” pill if your active queue is at capacity.
• Insight cards list: A stacked list of insight cards.
  • Left side: Shows priority (a 3-segment colored bar indicating impact vs. effort), a category badge, the insight title, a description, and a “Supporting Data” toggle button.
  • Right side: Shows an “Action” checklist. You can tick off steps, add new ones, and use the “Mark done”, “Ask Athena”, or overflow (”…”) buttons.
• Content opportunities grid: Visible when the “Content opportunities” tab is selected. This is a two-column grid grouping recommendations into “In progress” and “To do”. It includes collapsible sections for “Lower priority”, “Filtered out by date”, “Completed”, and “Deleted” opportunities.
• Discard insight dialog: A modal that appears when you choose to discard an insight, capturing a reason via radio buttons (e.g., “Not relevant to my business”) and an optional free-text explanation.
• Discard recommendation dialog: A modal for discarding a content recommendation, asking for a reason and detailing what will happen to any linked generated content (e.g., whether it will be hidden or stay in your content grid).

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What you can do here

• Check for new insights: In the empty state, click Check for new insights to scan your latest data for material changes. The app will show a loading state and toast the outcome.
• Switch tabs: Click Insights or Content opportunities in the header to switch between the two queues.
• Filter by view: Click the Open, Done, or Discarded pills to change which subset of insights is displayed.
• Filter by date: Click the Date range button to filter visible insights (by period) and content opportunities (by first-seen date).
• View supporting data: On an insight card, click Supporting Data (n) to flip the left panel and see the underlying data points backing the insight. Click Back to return to the description.
• Toggle action checkbox: Click the checkbox next to an action item to mark it complete. Ticking the last item off prompts you to mark the whole insight as done.
• Edit action text: Click on an existing action item’s text to edit it inline.
• Add action: Click Add action at the bottom of the checklist to write a custom step for the insight.
• Delete action: Hover over an action item and click the X icon to remove it (destructive).
• Mark done: Click Mark done on an insight card to resolve it, moving it from the Open queue to the Done tab.
• Ask Athena: Click Ask Athena on an insight card to open the chat panel, pre-filled with a prompt to help you implement the insight’s remaining actions.
• Discard (Insight): Click the … (More actions) menu on an open insight and select Discard to remove it. Submitting the dialog moves it to the Discarded tab.
• Restore (Insight): On the Discarded tab, click the … menu on a card and select Restore to move it back to the Open queue.
• Start (Content opportunity): Click Start on an un-started opportunity to kick off content generation. This navigates you to the Content page.
• Continue (Content opportunity): Click Continue on an in-progress opportunity to jump back into the draft on the Content page.
• Discard (Content opportunity): Click Discard to remove an un-started opportunity.
• Delete (Content opportunity): For an in-progress opportunity, open the … menu and select Delete to discard it.
• Restore (Content opportunity): Expand the “Deleted” section, click the … menu on a card, and select Restore to bring it back to the active queue.
• Expand/collapse sections: Click the headers for Lower priority (n), Filtered out by date (n), Completed (n), or Deleted (n) to reveal hidden content opportunities.
• Retry: Click Retry if the page encounters an error loading your insights.

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Data shown

• Insights: Proactive observations generated automatically from your website’s tracked prompts, competitors, and historical content performance.
• Generation run history: Context about your latest check, explaining what was reviewed, what was skipped (and why), and when the last check occurred.
• Content opportunities: Recommendations for creating or optimizing content, scored based on potential impact, urgency, and topic coverage.
• Generated content: Any drafts, briefs, or published articles that are linked directly to your content recommendations.

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Common workflows

Check for and resolve a new insight

1. Navigate to the Insights page. If your queue is empty, click Check for new insights.
2. Wait for the scan to finish; a toast will notify you if new insights were found or if no material changes occurred.
3. Review a new insight card in the Open view. Check off action items as you complete them, or click Add action to create your own steps.
4. When you tick off the final action item, a prompt will ask “Mark this insight as done?”.
5. Click Mark done to confirm and move the insight to your Done tab.

Act on a content opportunity via Ask Athena

1. Make sure you are on the Insights tab.
2. Find an insight you want to tackle and click Ask Athena.
3. The chat panel will open, pre-filled with a prompt detailing the insight’s remaining action items.
4. Chat with Athena to execute the steps. Athena can mark actions complete as you progress.

Start and discard a content opportunity

1. Switch to the Content opportunities tab in the page header.
2. Find an opportunity under “To do” and click Start. Content generation will begin and you’ll be routed to the Content page.
3. If you decide you don’t want to finish it, return to the Insights page, locate the in-progress card, click the … menu, and select Delete.
4. Choose a reason in the Discard recommendation dialog and click Discard.
5. If you change your mind later, expand the Deleted (n) section, click the … menu on the card, and select Restore.

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Empty, loading, and error states

• Empty: If there are no open insights, you will see a “No active insights” message over blurred placeholder cards. It will describe the last check (e.g., “We reviewed 5 signals: 1 change was too small to act on”). If eligible, a “Check for new insights” button is shown. On the Content opportunities tab, an empty queue displays “All caught up. No content opportunities right now. Check back soon.”
• Loading: While fetching data, skeleton insight cards (gray pulsing shapes) are displayed. For content opportunities, skeleton grid cards appear.
• Error: If loading fails, a “Failed to load insights” message is displayed along with the specific error text and a Retry button.

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Linked from / links to

• Linked from: The main sidebar navigation (Insights), and content recommendation deep links that route through the Content page back to here.
• Links to: The Content page (when clicking Start or Continue on a recommendation), and the Ask Athena chat panel (when clicking Ask Athena on an insight).

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Common support questions

Why can’t I see the “Check for new insights” button? Insights require historical data to spot trends. The button will not appear until your website’s first data run finishes. It may also be hidden if you have open insights that are currently filtered out by your Date Range setting (to prevent you from exceeding the maximum queue size). What do the colored bars on the insight card mean? The bars indicate the priority of the insight based on a combination of potential impact and required effort. Three green bars indicate the best opportunities (high impact and low effort). Fewer bars (yellow or red) mean the insight requires higher effort or offers lower relative impact. Why is my queue full? The Open insight queue is capped at 5 insights per website, and the active Content opportunities queue is capped at 10. To generate new insights or recommendations, you must first clear space by marking existing items as Done, or Discarding them. What happens to my generated drafts if I discard a content opportunity? Nothing is permanently deleted. If the content was already published or marked as completed, it stays in your content grid. If it was a never-published draft or brief, it will be hidden from your main content grid so it doesn’t clutter your workspace. You can always restore the opportunity later to bring the draft back. Why is the “Ask Athena” button disabled? The “Ask Athena” button requires your organization to have Ask Athena access included in your subscription plan. If you are on a plan that does not include it, the button will be grayed out and show an upgrade tooltip on hover.