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Dashboard Summary AI brings instant, actionable insights to every GHL Customer Care dashboard helping you spot trends, identify risks, and make data‑driven decisions without sifting through raw numbers. This article explains what it is, why it’s useful, and exactly how to enable and use it. You’ll also find links to related dashboard, widgets, and permissions guides for quick follow‑up.
Dashboard Summary AI is a built‑in analysis tool that reviews an entire dashboard and generates a plain‑language summary of key movements, growth patterns, and potential risks. It also provides context‑rich insights and supports follow‑up questions from the summary, plus widget‑level insights when you hover a widget right inside GHL Customer Care reporting.
Key Benefits of Dashboard Summary AI
These benefits focus on how the feature saves time and improves clarity so teams act sooner on trustworthy data.
Instant narrative: See the story behind your numbers in seconds—no manual analysis required.
Proactive detection: Surface downward trends early so you can intervene before performance slips.
Guided exploration: Ask follow‑up questions from the summary to understand drivers and anomalies.
Focused diagnosis: Hover any widget for a concise AI insight to validate setup, trends, or comparisons.
Streamlined UI: A refreshed header places key controls where you expect them for faster navigation.
Dashboard AI Summary
Running a dashboard‑wide summary is ideal for daily standups and weekly reviews; it translates dozens of metrics into a clear briefing.
Click ✨ Summarize Dashboard with AI to generate a plain‑English synopsis of the current dashboard—respecting the active date range and filters.
The summary highlights growth patterns and metrics that need attention, helping you prioritize next actions.
Generated AI Insights
Beyond “what changed,” these insights suggest “why” it might have changed and where to look next, turning summaries into decisions.
Expect context such as peaks, dips, and potential causes, plus recommended next steps you can validate with your team.
Use insights to guide deeper analysis - open the relevant dashboard or widget configuration as needed.
Widget‑Level AI Summaries
When a single KPI looks off, hover the widget and request an AI insight card to quickly validate setup, trends, and comparisons.
Hover over a chart, table, or KPI widget and select the AI icon to generate a widget‑level insight.
Use widget insights to pinpoint outliers without opening multiple reports.
Following these steps ensures you reach first success quickly and know where to find help later.
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Step 1 of 4: Enable AI Employee (Agency View) Go to Agency → Settings → Company and…What this shows Step 1 of 4: Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account.What this showsShows what to choose for step 1 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI".This screenshot accompanies step 1 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI". At this point in the walkthrough you enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. The next step is to open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.Step 1 of 4Image 1 of 5What to chooseEnable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Buttons and menus referencedEnable AI EmployeeAgency → Settings → CompanyAI EmployeeOpen any dashboard and summarize✨ Summarize Dashboard with AIAsk follow‑ups (custom widgets only)Get widget‑level insightsAIHow to Create & Add Dashboard Widgets
Next stepOpen any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.All 4 steps in this procedure
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. this image
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header.
Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the…What this shows Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header.What this showsShows where to go for step 2 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI".This screenshot accompanies step 2 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI". At this point in the walkthrough you open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps. The next step is to ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets.Step 2 of 4Image 2 of 5Where to goOpen any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.
Buttons and menus referencedOpen any dashboard and summarize✨ Summarize Dashboard with AIEnable AI EmployeeAgency → Settings → CompanyAI EmployeeAsk follow‑ups (custom widgets only)Get widget‑level insightsAIHow to Create & Add Dashboard Widgets
Next stepAsk follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgetsAll 4 steps in this procedure
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps. this image
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets
Review the summary callouts for wins, risks, and suggested next steps.Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the…What this shows Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header.What this showsShows where to go for step 2 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI".This screenshot accompanies step 2 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI". At this point in the walkthrough you open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps. The next step is to ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets.Step 2 of 4Image 3 of 5Where to goOpen any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.
Buttons and menus referencedOpen any dashboard and summarize✨ Summarize Dashboard with AIEnable AI EmployeeAgency → Settings → CompanyAI EmployeeAsk follow‑ups (custom widgets only)Get widget‑level insightsAIHow to Create & Add Dashboard Widgets
Next stepAsk follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgetsAll 4 steps in this procedure
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps. this image
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?”
Step 3 of 4: Ask follow‑ups (custom widgets only) Use the follow‑up field to ask…What this shows Step 3 of 4: Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?”…What this showsShows what this covers for step 3 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI".This screenshot accompanies step 3 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI". At this point in the walkthrough you ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets. The next step is to get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets.Step 3 of 4Image 4 of 5What this coversAsk follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets
Buttons and menus referencedAsk follow‑ups (custom widgets only)Enable AI EmployeeAgency → Settings → CompanyAI EmployeeOpen any dashboard and summarize✨ Summarize Dashboard with AIGet widget‑level insightsAIHow to Create & Add Dashboard Widgets
Next stepGet widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard WidgetsAll 4 steps in this procedure
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets this image
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets
Note: Followups only work on custom widgets and not on standard widgets
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card.
Step 4 of 4: Get widget‑level insights Hover any widget, click the AI icon, and…What this shows Step 4 of 4: Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card.What this showsShows what to click for step 4 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI".This screenshot accompanies step 4 of 4 in the "How To Use the Dashboard Summary AI" section of "Dashboard Summary AI". At this point in the walkthrough you get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets.Step 4 of 4Image 5 of 5What to clickGet widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets
Buttons and menus referencedGet widget‑level insightsAIHow to Create & Add Dashboard WidgetsEnable AI EmployeeAgency → Settings → CompanyAI EmployeeOpen any dashboard and summarize✨ Summarize Dashboard with AIAsk follow‑ups (custom widgets only)
All 4 steps in this procedure
Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview.
Open any dashboard and summarize In your Sub-Account, Navigate to the target dashboard and click ✨ Summarize Dashboard with AI in the header. Review the summary callouts for wins, risks, and suggested next steps.
Ask follow‑ups (custom widgets only) Use the follow‑up field to ask natural‑language questions like “What are the Key Driving Trends?” Note: Followups only work on custom widgets and not on standard widgets
Get widget‑level insights Hover any widget, click the AI icon, and read the widget insight card. To build or adjust widgets, see How to Create & Add Dashboard Widgets this image
Q. I don’t see the ✨ Summarize Dashboard with AI button—what should I check? Confirm AI Employee is enabled at Agency → Settings → Company.
Q. Do summaries honor my date range and filters? Yes. Run Summarize after changing filters or dates so the narrative reflects the current view.
Q. Why do follow‑ups only work on custom widgets? Follow‑ups draw context from your custom widget configuration. Build or edit the needed custom widgets, then ask your question again.
Q. How is AI usage billed? AI features are billed per current AI Employee pricing and any reseller settings. For the latest details, see AI Employee Overview (Pricing link inside)
