Insights

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Purpose

The Insights page acts as the customer’s strategic command center, surfacing AI-generated weekly insights about their brand’s visibility and highlighting proactive content opportunities. Instead of requiring users to manually sift through charts and raw data to figure out what to do next, this page tells them exactly what is happening and provides actionable steps to fix or capitalize on it. It sits at the core of a customer’s workflow by bridging the gap between analytics and execution. Each insight comes with a built-in action checklist. For customers with the Ask Athena feature on their plan, they can even pull the AI directly into a chat panel to help them execute those steps right then and there.

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What’s on the page

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Page Header

Displays the page title and subtitle. On the right side, it contains the global Date Range filter and the “Refresh Insights” button to manually trigger a new generation cycle.

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Insights / Opportunities Tab Bar

Allows the user to toggle between the two main views of the page: the proactive weekly Insights list, and the Opportunities panel (which focuses specifically on creating or optimizing content).

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Insight Status Filter (Open / Done / Discarded)

Located just above the insight cards, this row of tabs filters the list to show open, completed, or discarded insights. Each tab includes a numerical count badge indicating how many insights fall into that status category.

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Insight Cards List

Renders each proactive insight as a discrete card. The top of the card shows priority bars alongside an impact/effort indicator (e.g., “High impact, low effort”), the creation date, a category badge (e.g., “Content”, “Prompt”), and the title.

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Insight Card – Left Panel (Content)

The left two-thirds of the card is dedicated to explaining the insight. It contains the descriptive text detailing the issue or opportunity. At the bottom, a “Supporting Data” button indicates how many specific data points informed this insight.

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Insight Card – Supporting Data View

When the “Supporting Data” button is clicked, the left panel flips to display the raw data points that back the insight, presented as a list of label/value pairs. A “Back” button allows the user to return to the text description.

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Insight Card – Right Panel (Action)

The right one-third of the card contains a highly interactive action checklist. It displays the steps required to resolve the insight, an input to add custom actions, and primary action buttons (“Mark done”, “Ask Athena”, and a ”⋯” More menu).

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Content Opportunities Panel

Visible when the “Opportunities” tab is selected. It displays AI-generated content recommendations (flagged as either “Create” or “Optimize”). Active opportunities are grouped into “In Progress” and “To Do” sections. Below the active cards, collapsible sections contain past, completed, and deleted history.

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What you can do here

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General & Filtering Actions

• Filter by Date Range: Use the global date picker to restrict which insights and opportunities are visible.
• Refresh Insights: Click the button in the top right to trigger a server-side regeneration of insights for the current website. This will show a loading state and surface a success or failure toast when finished.
• Load more periods: Fetch insights from additional historical periods and append them to the bottom of the list.

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Insight Card Actions

• View Supporting Data: Click the “Supporting Data (count)” button to toggle the left panel and reveal the data behind the AI’s conclusion. Click Back to return to the description.
• Toggle Action Checkbox: Mark or unmark an individual action step as complete by clicking its checkbox. If you check off the final remaining step, the system will automatically prompt you with a dialog asking: “Mark this insight as done?”
• Add Action: Click “Add action” to open an inline text input, allowing you to type a custom step and add it to the checklist.
• Edit Action: Click directly on the text of any action step. An inline text area will appear; your changes save automatically when you click away or press Cmd/Ctrl+Enter.
• Delete Action: Hover over an action row and click the ✕ icon that appears on the right side to permanently remove that step from the checklist.
• Mark Done: Click the “Mark done” button at the bottom of the action panel to resolve the insight. It will immediately be removed from the Open queue and placed in the Done tab.
• Ask Athena: Click this to open the Ask Athena chat panel (or mobile sheet). The chat will be pre-filled with a prompt and context derived from the insight and its uncompleted actions, allowing the AI to help you execute the steps.
• Discard Insight: Open the ⋯ (More) menu in the bottom-right corner of the card and select Discard. This opens the Discard Insight modal dialog, where you must select a reason (“Not relevant to my business”, “Already addressed”, “Not actionable”, “Data seems incorrect”, “Other”) and can optionally provide an explanation. Once confirmed, the insight is moved to the Discarded tab.

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Content Opportunity Actions

• Start: Click this on a Content Opportunity card to apply the recommendation. This navigates you to the /content editor page with a new draft pre-populated based on the opportunity’s brief.
• Continue: For opportunities you have already started, this button resumes your work, navigating you directly back to your in-progress draft in the content editor.
• Discard: Click this to reject an unstarted recommendation. It opens a Discard Recommendation modal with a reason picker (“Not relevant to my business”, “Already addressed”, “Low priority right now”, “Disagree with the analysis”, “Other”) and a free-text input. Once submitted, the recommendation is discarded.
• Delete: For in-progress opportunities, the Discard button is replaced by a Delete option inside a ⋯ (More) menu. Clicking it opens the same Discard Recommendation modal.
• Toggle visibility of old/filtered items: Click the Filtered out by date, Completed, or Deleted headers at the bottom of the page to expand or collapse lists of older recommendations.

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Error Recovery

• Retry: If the insights fail to load, an error state will appear. Click the Retry button to re-fetch the data.

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Data shown

The page displays three primary types of data:

1. Weekly proactive insights: AI-generated observations and checklists for the active website, automatically generated each week.
2. Content recommendations: Specific, scored opportunities to create new content or optimize existing content for the active website.
3. Available response date ranges: Used to populate the boundaries of the Date Range filter.

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Common workflows

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Review and act on a weekly insight

1. Navigate to /insights (the Insights tab is open by default).
2. Read the insight card: note the impact/effort bars, category badge, title, and description.
3. Optionally click “Supporting Data” to see the backing data points.
4. Check off action items in the right panel as you complete them.
5. Click “Mark done” (or confirm via the auto-prompt when all actions are checked) to move the insight to the Done tab.

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Discard an irrelevant insight

1. On an open insight card, click the ⋯ (More) button in the bottom-right of the action panel.
2. Click “Discard” in the dropdown.
3. Select a reason in the Discard Insight dialog (e.g., “Not relevant to my business”).
4. Optionally add an explanation.
5. Click “Discard” to confirm: the insight moves to the Discarded tab.

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Use Ask Athena to implement an insight

1. On an open insight card, click the “Ask Athena” button (requires Ask Athena feature access on your plan).
2. The Ask Athena chat panel opens, pre-filled with the insight context and uncompleted action steps.
3. Follow Athena’s guidance; Athena will check off action items for you as steps are completed.

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Start a content opportunity

1. Click the “Opportunities” tab at the top of the page.
2. Find a recommendation card in the “To do” section.
3. Click “Start”. Athena generates a content draft and navigates you to the Content editor.
4. Write and publish your content.

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Refresh insights manually

1. Click the “Refresh Insights” button in the page header.
2. Wait for the loading banner (“Sourcing your weekly insights…”) to disappear.
3. New insights will appear in your Open queue.

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Empty, loading, and error states

• Empty State: If there are no open insights or opportunities, an “All caught up” overlay appears over blurred placeholder cards. The message reads either “No insights this week, your brand visibility is on track” (Insights tab) or “No content opportunities right now. Check back soon.” (Opportunities tab).
• Loading State: While insights are generating, a banner appears reading “Sourcing your weekly insights from Athena. This can take up to a minute,” accompanied by two skeleton insight cards with a shimmer animation. Note: A full-page skeleton briefly shows when the page first loads while your subscription details are verified.
• Error State: If the fetch fails completely, the screen displays a large red ✕ icon, the text “Failed to load insights”, a brief error message, and a “Retry” button to attempt the fetch again.

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Linked from / links to

• Linked from: The main left navigation sidebar (clicking “Insights”).
• Links to: The /content editor page (via “Start” or “Continue” buttons on Content Opportunity cards), and the /settings/billing page (via the “View Plans” link if a user without the Ask Athena feature attempts to access locked capabilities).

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Common support questions

• Why can’t I click Ask Athena? The “Ask Athena” button is gated by your subscription plan. If your plan does not include this feature, the button will be disabled and hovering over it will display an “Upgrade to access Ask Athena” tooltip.
• Why don’t I see insights generated today? The Date Range filter looks at the period start date (which is always a Monday), not the exact moment the insight was generated. If you select a date range that doesn’t cover the start of the week, those insights will be hidden.
• Why did a popup ask me to mark the insight done? When you check off the final remaining action item on a card, the system asks “Mark this insight as done?” to ensure you actually want to resolve the card. You must confirm this prompt to move the insight out of your Open queue.
• Why can’t I see older content opportunities? Content opportunities might be hidden because they fall outside your selected Date Range filter, or because they have been completed/deleted. Scroll to the bottom of the Opportunities tab and expand the “Filtered out by date”, “Completed”, or “Deleted” lists to find them.