Optimize with AI Intelligence

Ask Questions. Get Answers. Optimize. Using YOUR Data.

Stop staring at dashboards. AI Intelligence analyzes your funnels, surfaces insights in plain language, and recommends exactly what to change — backed by your data and expert knowledge.

Views
8,412
-12%
Leads
187
-31%
Conv. Rate
2.2%
-0.9%
Conversion Rate — Last 7 DaysDaily
MonTueWedThuFriSatSun
Drop zone: Wed–Fri
AI IntelligenceBeta
Where did my conversions drop this week? What happened?
Intelligence

Your conversion rate dropped 31% this week, from 3.1% to 2.2%. The drop started Wednesday and continued through Friday.

Root cause: Your Solar Savings Quiz funnel saw a traffic spike from a new Facebook campaign (4,200 clicks), but these visitors had a 0.8% conversion rate vs. your 3.4% organic baseline.

Recommendations:

1. Pause the FB campaign — the audience targeting is too broad
2. Add a qualifying step — filter low-intent visitors earlier
3. Review landing page — the paid traffic copy may not match

Ask AI Intelligence...

Ask Anything About Your Performance

"Why did my conversion drop this week?" "Which funnel has the highest CPL?" "What's causing the drop-off on step 3?" Ask in plain language. Intelligence answers from your data.

  • Ask about any funnel, any metric, any time period
  • Plain-language answers — not just charts and numbers
  • Compare performance across campaigns, traffic sources, and date ranges
  • Follow-up questions to drill deeper into any finding
AI IntelligenceBeta
Performance trends, optimization tips, and recommendations
3 new
AllCriticalWarningOpportunityInfo
Latest ScanThursday, Feb 20
OpportunitySolar Savings Quiz
Strong week-over-week lead growth despite lower traffic

This week you generated 342 leads from 8,412 views (4.1% conversion) compared to last week's 289 leads from 9,100 views (3.2%). This 28% improvement in conversion rate suggests recent form optimizations are working.

View suggested fix
WarningMortgage Pre-Qual
Phone verification causing 24% drop-off on step 5

Your OTP verification step is converting at 68.4% — significantly below the 85%+ benchmark. Consider making phone verification optional or moving it after the thank-you page.

View suggested fix
InfoAll Funnels
Desktop drives 71% of conversions across all funnels

Desktop accounts for 55% of views but 71% of conversions. Mobile visitors convert at 1.8% vs. 4.2% on desktop. Optimizing your mobile form experience could unlock significant lead volume.

Next update: tomorrow morning
Daily scans
Insights auto-expire after 30 days

Automatic Insight Reports

Don't wait until something breaks. Intelligence proactively scans your funnels and delivers insight reports — daily or weekly — with findings and recommendations you can act on immediately.

  • Daily reports for Max plans, weekly for Growth
  • Highlights: conversion changes, drop-off spikes, high-performing funnels
  • Each insight includes a recommended action
  • Reports delivered to your dashboard — no manual analysis required
Expert Knowledge Engine
3 sources matched
Knowledge Sources Referenced
Optimal Form Step Count
Lead Gen Best Practices
94%
Phone Verification Placement
Conversion Optimization
89%
TCPA Consent Language Patterns
Compliance Guide
82%
AI Recommendations
Move OTP to after thank-you page
High+12% expected conversion
Reduce step 1 options from 6 to 3
Medium+8% expected conversion
Add progress bar to mobile view
Medium+5% mobile conversion

Expert Knowledge Built In

Intelligence doesn't just report numbers — it recommends actions. Built on a knowledge base of expert lead generation insights, it knows what good looks like for your vertical and tells you how to get there.

  • Recommendations grounded in industry best practices
  • Knows what conversion rates to expect by vertical
  • Suggests field order, step count, and copy improvements
  • Learns from the latest lead gen strategies and compliance requirements
Cross-Funnel Analysis
4 active funnels
Funnel
Views
Leads
Rate
Trend
Solar Savings Quiz
8,4123424.1%
+28%
Mortgage Pre-Qual
5,2301783.4%
+12%
Final Expense Quote
3,847892.3%
-8%
Home Insurance
2,156411.9%
-15%
Top Traffic Sources
Google Ads
287 leads4.8%
Facebook Ads
194 leads2.1%
Organic Search
112 leads5.2%
Direct
57 leads3.9%
Insight: Your Solar Savings Quiz is outperforming all other funnels by 20%+. Organic Search has the highest conversion rate (5.2%) — consider increasing SEO investment over paid channels.

Cross-Funnel Analysis

See patterns across all your funnels at once. Intelligence identifies which campaigns are outperforming, which traffic sources deliver the best leads, and where your budget is being wasted.

  • Compare conversion rates across all active funnels
  • Identify top-performing traffic sources and campaigns
  • Spot trends before they become problems
  • Aggregate insights across your entire account

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