Insight Cards & AI Assistant
The dashboard surfaces a single Insight cardat the top whenever a segment is meaningfully underperforming – your worst-converting audience with at least a few hundred sessions. The card is paired with the AXO Assistant chat, which can propose concrete next moves grounded in your live data. Recommendations follow a three-tier discipline so the assistant never proposes a channel you don't use or one you've already declined.
The Insight card
Each card names a segment, its current conversion rate, your site-wide average, and the gap between them. It carries two CTAs: Ask AI for ideas (the default; on-site variant recommendation only) and + with orchestration ideas (the opt-in described below).
When a segment's data is dominated by sandbox traffic, the card adds an amber – N% simulatedannotation and briefs the assistant accordingly. Synthetic personas have fixed behaviors by construction; the annotation prevents the assistant from recommending tactics for a phantom audience. You'll see this most often on freshly seeded sites and in the Sandbox.
The three-tier recommendation discipline
- On-site personalization is primary. Clicking Ask AI for ideas only proposes zone / variant changes – no email, SMS, or paid media touchpoints – because those are the levers AXO can pull without a downstream system.
- Orchestration is opt-in per insight. Clicking + with orchestration ideas tells the assistant to also propose 1-2 multi-channel touchpoints, constrained to the channels you've already connected as integrations. The opt-in is recorded per insight so the assistant doesn't re-ask on subsequent loads.
- Channel-install offers are rare and scoped.If the assistant identifies a clearly higher-leverage idea that would require a channel you haven't connected, the Insight card surfaces a small Set up [Channel] footer with a paired Not for [Segment]s button. The decline is narrow – it suppresses that channel for that segment only, with a 30-day cool-off – so saying "no" once doesn't bury the channel forever.
Two kinds of "no" – and why they're different
The assistant treats two declines very differently, and you should too:
Dismissing a touchpoint
Narrow. "Not this specific email follow-up for Tire Kickers." The assistant won't re-propose that exact recommendation, but it will still consider email for other touchpoints and other segments.
Declining a channel
Sticky. "We don't want SMS at all." The assistant won't suggest SMS touchpoints anywhere, and won't offer to install an SMS integration. Comes with an optional cool-off so you can revisit later.
Channel declines stored against your workspace are authoritative – the assistant filters them out before generating any recommendation. Narrow touchpoint dismissals are scoped to a single suggestion.
Using the AXO Assistant directly
The assistant chat is available from any dashboard page via the side drawer. It has read access to your segments, content variants, zones, optimizer state, integrations, and conversion data, plus write access (with confirmation) to create variants, segments, triggers, zones, and campaigns. When you ask open-ended questions like "what should I focus on?", the assistant pulls a pre-digested optimizer narrative so it leads with concrete levers – winning / losing variants and the segments where personalization is driving the most lift – rather than just listing numbers.