How can I turn conversation data into a business report?
Mr. AI can generate a saved AI report from available business evidence using the dates and data available in your account; review the displayed requirements and points cost before confirming. Choose General Report, Performance & Improvement, Sales & Customer Drop-off, AI Employee Improvement, or Knowledge & Data Gaps according to the decision you need to make.
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Open Reports and select an available report type.
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Choose the displayed dates and time scope, and optionally describe the report focus.
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Review the points quote and available balance before confirming generation.
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Wait for the recorded result; inspect warnings and evidence references before using recommendations.
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Open the relevant product area from a recommendation, then review and apply any configuration change yourself.
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Use the report’s Print/PDF view to share the reviewed document, excluding unnecessary customer information.
Compare saved reports carefully
Where comparison is available, select two to five primary reports of the same type that Mr. AI allows you to compare. Check date windows and evidence coverage; a difference between reports is not proof that one configuration change caused it. Generating reports and comparisons can consume points according to the current quote.
Common questions
Does opening an old report regenerate it?
A saved report is a dated analysis. Open its saved result; request a new generation explicitly when you need a new analysis.
Does a recommendation automatically change my AI employee?
No. A report recommendation guides review; follow the normal editing and publication controls.
Why are details missing?
Evidence may be missing or outside the selected scope. Do not interpret an absent fact as a confirmed zero.
Understand Performance Analytics and recorded stage movement
What should I check before generating a report?
Review the available data, selected dates, points balance and quoted cost before confirming. If generation is unavailable, read the displayed reason and contact support if needed. Opening a saved report shows its existing result without starting another paid report.
Check the result
Review question, period and cost before generation. Open the saved report and verify its evidence before applying a recommendation.