# Dashboard Summary AI > Reimagined the dashboard experience by bringing AI-powered insights to the forefront. - Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/dashboard-summary-ai - Section: Dashboards / Getting Started w/ Dashboards - Reading time: 3 min - Images: 5, each explained below - Modified on Fri, 9 Jan at 7:24 AM --- 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. --- **TABLE OF CONTENTS** - [What is Dashboard Summary AI?](#what-is-dashboard-summary-ai) - [Key Benefits of Dashboard Summary AI](#key-benefits-of-dashboard-summary-ai) - [Dashboard AI Summary](#dashboard-ai-summary) - [Generated AI Insights](#generated-ai-insights) - [Widget‑Level AI Summaries](#widget-level-ai-summaries) - [How To Setup Dashboard Summary AI](#how-to-use-the-dashboard-summary-ai) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is Dashboard Summary AI?** 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. - If you’re still configuring widgets, see **[How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)** --- ## **How To Use the Dashboard Summary AI** Following these steps ensures you reach first success quickly and know where to find help later. 1. **Enable AI Employee** (Agency View) Go to **Agency → Settings → Company** and toggle **AI Employee** ON for the Sub-Account. See [AI Employee Overview.](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-employee-access-rebilling-and-reselling)  ![Step 1 of 4: Enable AI Employee (Agency View) Go to Agency → Settings → Company and…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062323861/original/7ycJ6gsPANTaU9u4u2C1-VDYswE6Lx-zrg.png) **Step 1 of 4: Enable AI Employee (Agency View) Go to Agency → Settings → Company and…** 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. - What to choose: Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. - Controls: Enable AI Employee, Agency → Settings → Company, AI Employee, Open any dashboard and summarize, ✨ Summarize Dashboard with AI, Ask follow‑ups (custom widgets only), Get widget‑level insights, AI, How to Create & Add Dashboard Widgets - Next: 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. Full procedure: 1. 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 2. 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. 3. 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 4. 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 2. **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062323152/original/q8VCtzglHiJ-vuwkZuN22WAeRaQNwcCwbg.png) **Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the…** 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. - Where to go: 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. - Controls: Open any dashboard and summarize, ✨ Summarize Dashboard with AI, Enable AI Employee, Agency → Settings → Company, AI Employee, Ask follow‑ups (custom widgets only), Get widget‑level insights, AI, How to Create & Add Dashboard Widgets - Next: 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 Full procedure: 1. Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. 2. 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 3. 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 4. 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062323277/original/X-oZ6DrB2DZt-NuvLtF7AnCX11USpj3O_g.png) **Step 2 of 4: Open any dashboard and summarize In your Sub-Account, Navigate to the…** 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. - Where to go: 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. - Controls: Open any dashboard and summarize, ✨ Summarize Dashboard with AI, Enable AI Employee, Agency → Settings → Company, AI Employee, Ask follow‑ups (custom widgets only), Get widget‑level insights, AI, How to Create & Add Dashboard Widgets - Next: 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 Full procedure: 1. Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. 2. 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 3. 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 4. 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 3. **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062323588/original/dpeazTob13ScRr7v5HZey2-hKB953hiCyg.png) **Step 3 of 4: Ask follow‑ups (custom widgets only) Use the follow‑up field to ask…** 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. - What this covers: 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 - Controls: Ask follow‑ups (custom widgets only), Enable AI Employee, Agency → Settings → Company, AI Employee, Open any dashboard and summarize, ✨ Summarize Dashboard with AI, Get widget‑level insights, AI, How to Create & Add Dashboard Widgets - Next: 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 Full procedure: 1. Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. 2. 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. 3. 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 4. 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 4. **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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155062323664/original/gkd7d4pEL2xr-Tcfo_R3CY6syT7-2HcGrg.png) **Step 4 of 4: Get widget‑level insights Hover any widget, click the AI icon, and…** 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. - What to click: 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 - Controls: Get widget‑level insights, AI, How to Create & Add Dashboard Widgets, Enable AI Employee, Agency → Settings → Company, AI Employee, Open any dashboard and summarize, ✨ Summarize Dashboard with AI, Ask follow‑ups (custom widgets only) Full procedure: 1. Enable AI Employee (Agency View) Go to Agency → Settings → Company and toggle AI Employee ON for the Sub-Account. See AI Employee Overview. 2. 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. 3. 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 4. 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 To build or adjust widgets, see **[How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)** --- ## **Frequently Asked Questions** **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](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-employee-access-rebilling-and-reselling)** (Pricing link inside) --- ## **Related Articles** - [Dashboard Summary AI](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/dashboard-summary-ai)  - [AI Employee Overview](https://docs.ghlcustomercare.com/docs/ai-employee/ai-employee/ai-employee-access-rebilling-and-reselling)  - [How To Create A Custom Dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-create-a-custom-dashboard)  - [How to Create & Add Dashboard Widgets](https://docs.ghlcustomercare.com/docs/dashboards/dashboard-widgets/how-to-create-add-dashboard-widgets)  - [How To Manage Dashboard Permissions](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com