> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athenahq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights

> Surfaces AI-generated, prioritized visibility insights and content-creation opportunities for a website, with tools to act on, resolve, or dismiss each one.

<Card title="Open in AthenaHQ" icon="arrow-up-right-from-square" href="https://app.athenahq.ai/insights" horizontal>
  `app.athenahq.ai/insights`
</Card>

## Purpose

The Insights page surfaces AI-generated, prioritized visibility insights and content-creation opportunities for a website. It acts as a prioritized to-do list for marketers, highlighting material changes in search performance and suggesting concrete actions to capitalize on them.

Customers use this page to review automated analysis, check off tasks, and seamlessly transition into content creation or chat workflows to execute those recommendations. By grouping both strategic insights and actionable content opportunities in one place, it bridges the gap between tracking performance and taking corrective action.

## What's on the page

**Insights view filter + queue progress row**
Displays a pill filter to toggle between Open, Done, and Discarded insights, along with counts for each. On the right, a progress indicator shows "n/m resolved" (or "All caught up") and a visual progress bar. A "Queue full" badge appears when the open-insight cap is reached.

**Load more**
A button at the bottom of the open queue that fetches and displays older historical periods of insights.

**Content Opportunities view**
An alternate tab body showing content-creation or optimization recommendation cards. These are grouped into sections: "In progress", "To do", and "Lower priority". Below these are collapsible disclosures for "Filtered out by date", "Completed", and "Deleted" recommendations.

**Discard insight dialog**
A modal that appears when discarding an insight, collecting a primary discard reason via radio choices and an optional free-text explanation to help improve future insights.

**Discard recommendation dialog**
A modal for discarding a content opportunity, collecting a reason via radio choices (including an "Other" option that reveals a free-text input field).

### Filters

* **Date range picker (header):** Filters which insights and content opportunities are shown. For insights, this filters by the period start date. For content opportunities, it filters by the date first seen; items outside the range are tucked into the "Filtered out by date" disclosure.
* **Insights view filter (Open/Done/Discarded pills):** Determines which status subset of insights renders in the list, with active counts shown on each pill.

### Tooltips and Labels

* **Insights tab:** "Prioritized recommendations based on your site performance"
* **Content opportunities tab:** "Content recommendations to improve your site"
* **Score (Content opportunities):** "Score is relative across opportunities and doesn't mean much on its own. Use it to compare cards; higher scores are usually higher priority."

### Drilldowns

* **Clicking 'Ask Athena' on an insight card** opens the Ask Athena chat panel with a pre-filled prompt asking Athena to help implement the insight's remaining action items, providing the chat context with the insight and its action IDs.
* **Clicking 'Start' or 'Continue' on a content opportunity card** navigates the user to `/content?contentId=<id>`, opening the content editor for the piece of content tied to this recommendation.
* **Clicking 'Supporting Data (n)' on an insight card** flips the card's content pane to show a list of supporting data label/value pairs backing the insight.

## What you can do here

* **Check for new insights:** Triggers a manual insights refresh workflow from the empty state. Shows a "Checking for new insights..." toast, followed by a success or error toast when done. The button is disabled while running.
* **Load more:** Loads the next period of insights into the Open queue.
* **Mark done (on insight card):** Marks the insight as done and removes it from the Open queue. Shows a success/error toast. This is optimistic and reverts if it fails on the server.
* **Discard (⋯ menu on insight card action panel):** Opens the Discard insight dialog to choose a reason before destructively discarding the insight.
* **Ask Athena (on insight card):** Opens the Ask Athena chat pre-filled with an implementation prompt. This is disabled and tooltip-gated if the user lacks Ask Athena access.
* **Supporting Data toggle (on insight card):** Flips the card content to show the supporting data list.
* **Add action (on insight card):** Adds a new free-text action item to the insight's checklist.
* **Toggle action checkbox (on insight card):** Marks an individual action item complete or incomplete. If checking the box completes every action, a confirmation dialog automatically offers to mark the whole insight as done.
* **Edit action text (click action label):** Inline-edits an action item's text.
* **Delete action (× on hover, on insight card):** Destructively removes an action item from the insight.
* **Submit discard reason (Discard insight dialog):** Records the discard reason/explanation, discards the insight, and shows an undoable toast ("Insight discarded" with an Undo button).
* **Undo discard (toast action):** Restores a just-discarded insight back to Open, provided no other change has happened to it since.
* **Cancel (Discard insight dialog):** Closes the dialog without discarding.
* **Insights view filter (Open / Done / Discarded):** Switches which subset of insights is listed below the filter row.
* **Date range filter (header):** Filters visible insights and content opportunities to the selected date range.
* **Start (content opportunity card):** Applies and starts the recommendation, generates content, and navigates to the content editor to continue.
* **Continue (content opportunity card):** Navigates to the content editor for an in-progress or applied recommendation. If content isn't ready yet, it re-triggers generation.
* **Discard (content opportunity card, Start-stage):** Opens the discard-recommendation dialog to destructively record a reason before discarding.
* **Delete (⋯ menu on in-progress/applied content opportunity card):** Opens the discard-recommendation dialog for an in-progress or applied opportunity. This is hidden while content generation is pending.
* **Submit discard reason (Discard recommendation dialog):** Records the reason and discards the content recommendation.
* **Cancel (Discard recommendation dialog):** Closes the dialog without discarding.
* **Lower priority (n) disclosure toggle:** Expands or collapses the list of lower-scored "To do" content opportunities.
* **Filtered out by date (n) disclosure toggle:** Expands or collapses content opportunities excluded by the current date filter.
* **Completed (n) disclosure toggle:** Expands or collapses past (published or superseded) content opportunities.
* **Deleted (n) disclosure toggle:** Expands or collapses discarded content opportunities, showing each one's discard reason.
* **Retry (error state):** Re-fetches insights after a load failure.

## Data shown

The insights displayed here are proactive recommendations generated by AI based on the website's tracked prompts and data. The Content Opportunities tab draws from the content recommendations engine, suggesting creation or optimization tasks tied to the Content Hub. Queue progress and toasts rely on the polled status of the insights refresh workflow.

## Common workflows

**Check for and resolve a new insight**

1. User clicks "Check for new insights" (from the empty state) or an admin clicks "Refresh insights" in the header.
2. The page shows a "Checking for new insights" toast and polls the refresh status in the background.
3. Upon completion, a toast reports the outcome (e.g., refreshed, queue full, no new insights, or failed).
4. New insight cards appear in the Open queue; the user reviews the impact/effort and description.
5. The user checks off action items on the card. Checking the final action item prompts a "Mark this insight as done?" confirmation dialog.
6. The user confirms, moving the insight out of the Open queue and making it visible under the Done filter.

**Discard an unhelpful insight**

1. The user opens the ⋯ menu on an insight's action panel and clicks "Discard".
2. The Discard insight dialog opens. The user picks a reason, provides an optional explanation, and clicks "Discard".
3. The insight is optimistically removed from the Open view, and an "Insight discarded" toast appears with an Undo button.
4. If the user clicks Undo before another change occurs, the insight is restored to the Open queue.

**Act on a content opportunity via Ask Athena / start flow**

1. The user switches to the Content opportunities tab.
2. The user clicks "Start" on a "To do" card (or "Continue" on an in-progress one).
3. Content generation is triggered or resumed, and the user is navigated into the Content editor to finish the piece.

**Implement an insight with Ask Athena**

1. The user clicks "Ask Athena" on an insight card (requires Ask Athena access).
2. The Athena chat panel opens, pre-filled with a prompt listing the insight's remaining action items.
3. The user works with Athena in the chat; completed actions get marked as done automatically via a tool call inside the chat conversation.

## Empty, loading, and error states

* **Empty:** When there are no insights, the page displays "No active insights" over blurred placeholder cards. It provides a "Check for new insights" button if the site has completed its first data run. Otherwise, it explains, "Insights are available after your first data run finishes." When switching tabs with no data, text reads "No open insights in this view.", "No insights marked done yet.", or "No insights discarded yet." The Content opportunities empty state shows "All caught up. No content opportunities right now. Check back soon." (or a date-filtered variant).
* **Loading:** A banner reading "Checking your latest data" appears alongside skeleton insight cards while insights are pending or a manual refresh is in-flight.
* **Error:** A "Failed to load insights" panel appears with the specific error message and a Retry button.

## Linked from / links to

* **Linked from:** The left sidebar navigation ("Insights" item) and returning from the Content editor.
* **Links to:** The Content editor (`/content`) via the "Start" or "Continue" buttons on content opportunities. It also indirectly links to `/settings/billing` via the Ask Athena locked-feature upgrade tooltip.

## Common support questions

**What does the score on a content opportunity mean?**
The score is relative across opportunities and doesn't mean much on its own. Use it to compare cards; higher scores are usually higher priority.

**Where did the "Done" button go for content opportunities?**
The "Done" button was intentionally removed. A content opportunity is now only marked as done when the generated content is actually published through the platform.

**Why can't I click "Ask Athena" on an insight?**
The "Ask Athena" button requires access to the Ask Athena feature. If you are on a restricted plan, the button will be disabled and display a tooltip prompting an upgrade.

**What happens when I check off all action items on an insight?**
Checking off the last remaining action item will automatically prompt a confirmation dialog asking, "Mark this insight as done?" Confirming will move the insight to the "Done" tab.

**Why is the "Check for new insights" button missing when my Open tab is empty?**
The open-insight queue is capped at 5 insights total across all time periods. If you have open insights from a previous (unloaded) time period, the queue may still be considered full, preventing new checks until those older insights are resolved or discarded.