Intelligence

Intelligence is the AI feature in Insight Cloud that answers questions about the platform and about the apps you have access to. It explains how Insight Cloud works, tells you what your apps can answer, and, for organizations that pay for advanced capabilities, analyzes the numeric output of those apps.

You may also see Intelligence called AI, the AI assistant, or the chat. Customers often ask about it as "can I just ask a question" or "where do I ask the AI."

Applies to: Insight Cloud. Every user can use Intelligence. Advanced analysis is a paid capability.
You'll need: No special role to use Intelligence. Advanced analysis requires that your organization pays for it and that your role has been given access to it.
Last reviewed: 2026-10-28

Where to find Intelligence

Open Intelligence in the sidebar. The sidebar is visible from anywhere in Insight Cloud, so you can open Intelligence from any page. Intelligence is also available inside individual apps. The sidebar version handles broad questions and analysis across apps, and the in-app version focuses on the data you are currently viewing.

Who can use Intelligence

Every user on the platform has Intelligence in the sidebar, in every default role.

Intelligence has two levels of capability:

• Everyone. Intelligence explains how Insight Cloud works, helps you find the right app or feature for a goal, and tells you what the apps you have access to can answer.

• Advanced analysis. Organizations that pay for it get deeper analysis of the numeric output of their apps.

Users without advanced analysis see the same Intelligence screen as everyone else. What differs is the quality, content, and type of response Intelligence gives.

When an organization pays for advanced analysis, it is on by default for every system role except Viewer. Your organization's admins control which roles have access to advanced analysis, including custom roles.

What you can do with Intelligence

• Ask how a feature works, where to find something, or how to do something in Insight Cloud.

• Ask which app fits a goal, and what an app you have access to can answer.

• Ask for an explanation of a chart or metric, using the same semantic layer your apps rely on.

• With advanced analysis: analyze signals across your apps, find what is driving a change or an anomaly, compare segments, periods, or apps, and get recommended next steps based on your role, the app you are in, and what the data shows.

• Answer a clarifying question when Intelligence needs to know which of several readings you mean.

• Copy a response, or copy or download a table from a response.

How Intelligence works

Intelligence answers platform questions from the Help Center. It answers questions about your apps using the same semantic layer those apps rely on.

When you ask a question, Intelligence gathers the context it needs, then answers. If your question could be read more than one way, it pauses and asks first. See Clarifying questions below.

How to ask Intelligence a question

1. Open Intelligence from the sidebar.

2. Type a question or describe what you are trying to do.

3. If Intelligence asks a clarifying question, answer it with one of the options or type your own answer.

4. Review the response. Analysis, charts, or recommendations appear inline.

5. Ask follow-up questions to refine the answer or go deeper.

Clarifying questions in Intelligence

Some questions can be read more than one way. "Show me the top performers" could mean top by revenue, by growth, or by deal count, and each one produces a different answer. Rather than picking for you and returning something you didn't ask for, Intelligence pauses and asks.

How a clarifying question works

1. Intelligence spots the ambiguity. While it is pulling in the context for your question, the thinking steps show a note: "Ambiguity found. I need to know more to give you a sharp answer."

2. A clarifying question appears. A card opens just above the prompt input, below the in-progress thinking steps.

3. You answer. Pick an option, type your own, or skip the question.

4. The same analysis continues. The card closes, your answers are folded into the "Context understood" step so you can see exactly what was captured, and Intelligence keeps working on the question you originally asked.

This is one continuous run, not a restart. You don't need to retype your question, and you don't lose the work already done.

What is on the clarifying question card

• The question. It is specific to your ask, for example "Affinity scores vary widely by region. Which market should we focus on?"

• Answer options. Radio buttons appear when you should pick one, and checkboxes when you can pick several.

• Other. A free-text field for an answer that isn't listed. Typing in it selects it.

• I'm Not Sure. Skips the question without blocking you. Intelligence proceeds on its best interpretation.

• Next. Submits your answer. It stays disabled until you have answered: an option selected, or Other filled in with text.

• A page indicator. If there is more than one question, you see "1 of 2" with previous and next arrows. You can move back and forth and change an answer before you submit. Answers are sent when you click Next on the final question.

What to expect from Intelligence clarifying questions

• Intelligence does not ask every time. It clarifies sparingly, only when a question has two or more readings that would lead to materially different answers and it can't tell which one you mean from your message or the conversation so far.

• Intelligence asks early, while context is being assembled, so you are not waiting through a long analysis just to be asked a question at the end.

• Intelligence does not loop. Once you have answered, it proceeds and does not re-ask the same question.

• If you skip everything, Intelligence answers your original question on its best interpretation.

• You can ignore the card. Typing a new question instead of answering starts that new question normally.

• If you refresh mid-question, the card is still there when you come back.

Copying and exporting Intelligence responses

Anything Intelligence gives you can leave the chat, into a deck, a spreadsheet, a Slack message, or your own tooling.

Copy an Intelligence response

A copy button appears in the bottom-left of each Intelligence response, outside the message content. One click copies the full response with formatting preserved. The icon appears once the response has finished generating.

Copy or download a table from Intelligence

Hover over any table in a response and a two-icon toolbar appears in the bottom-left corner of the table:

• Copy. Copies the table as tab-separated text, so it pastes into Excel or Google Sheets with the columns intact.

• Download. Saves the table as a .csv file, named after the table's title. If the table has no title, the filename is dated, for example table-2026-05-08.csv.

You see a confirmation when a copy succeeds, and a brief notice when a download starts.

Intelligence does not gate export separately. If you can see the data in Intelligence, you can copy or download it. Access to the underlying data is governed by your app subscriptions and role permissions.

Example prompts for Intelligence

Guidance prompts (available to everyone)

• Which apps should a category manager focus on?

• How do I subscribe to an app?

• What's the difference between roles and teams?

• Where do I manage Wallet funds?

Analysis prompts (advanced analysis)

• What's driving the change in my top market this quarter?

• Compare category performance for the last 90 days.

• Which segments are underperforming versus last year?

• Help me identify high value customer segments.

Limits and what Intelligence can't do

• Intelligence does not act on your data for you. It provides analysis and recommendations, and you make the decisions.

• Intelligence does not rerun your apps, and it does not change how an app's analysis is conducted.

• Intelligence does not change your workspace. You make all changes to subscriptions, settings, and access through the platform.

• Intelligence does not show you data you can't see. It respects every permission, dataset rule, and role in your workspace.

• Intelligence does not train external models on your data. Your data stays inside Insight Cloud.

• Intelligence does not replace your dashboards. It works alongside your apps, explaining what they show and helping you go further.

• Without advanced analysis, Intelligence gives different responses than it does with it, in quality, content, and type. The screen looks the same.

For more on data handling, see Data Privacy & AI Safety.

Intelligence vs. Get Support, Help Center, and Explore Mode

Intelligence is an AI feature in the sidebar. Get Support in the profile menu is a chat answered by a Seek team member, not by AI. Help Center in the profile menu opens the help articles in a new tab; Intelligence answers platform questions from those articles but is a separate feature. Explore Mode is a toggle in an app's toolbar for editing the dashboard, not a place to ask questions. See Getting Support and Explore Mode.

If Intelligence isn't working

If a response is wrong or unhelpful, downvote that response.

If something else is not working, use Get Support in the profile menu to reach Seek.

Frequently asked questions

Who can use Intelligence?

Every user. Intelligence is in the sidebar for every default role. Advanced analysis of app output is available when your organization pays for it, and is on by default for every system role except Viewer.

Who decides which roles get advanced analysis?

Your organization's admins decide which roles have access to advanced Intelligence features.

Can Intelligence analyze across multiple apps?

Yes, with advanced analysis. Connecting signals across apps is one of its core capabilities.

What happens if Intelligence can't answer something?

Intelligence tells you, and points to documentation, support, or another part of the platform.

What happens if Intelligence is unsure what you mean?

Intelligence asks a clarifying question, with multiple choice or open-ended answers.

Related articles

• Data Privacy & AI Safety — what data Intelligence can access, how it is used, and where Seek's AI terms are

• Concepts — foundational terms used across Insight Cloud

• App Basics — what an app is and who can open one

• Roles and Permissions — how roles work and how custom roles are set up

• App Context — how builders tell Intelligence what an app's data means

• Getting Support — Get Support, Share Feedback, and the Help Center link in the profile menu