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Report Chat (Deep-Dive)

Report Chat is a chat panel that lives inside every Automation Agent report. Open it from a report and ask follow-up questions about that exact run—no new tab, no new scope, no re-setup. The chat already knows which workflow you’re looking at, which accounts ran, and what the report concluded.

You’ll find it behind the Deep-Dive button at the top of any report.

When to Use It

Use Report Chat when you’ve just read a report and want to dig deeper without leaving the page:

  • “Why did campaign X show up in the inefficient list this week?”
  • “What changed between this run and last week’s?”
  • “Show me the underlying breakdown by market for the WoW drop.”
  • “If we exclude branded search, does the summary still hold?”
  • “Pull the top 5 ads contributing to that CPA spike.”

Because the panel is pre-loaded with the workflow’s context (accounts, date range, KPIs, prior runs), your first question can be short—you don’t need to re-explain the scope.

Opening Report Chat

  1. Open any Automation Agent report from the Automation Agents tab.
  2. Click Deep-Dive at the top of the report.
  3. A side panel slides in from the right with the title of the workflow and a short orientation message.

The main report stays visible on the left—you can scroll, expand sections, and reference numbers without losing your place in the chat.

To close the panel, click the × in its header. The report returns to full width.

One History Per Workflow

Every workflow keeps its own Report Chat history:

  • New Chat (the “+” button in the panel header) — starts a fresh conversation tied to the current workflow execution.
  • History (the clock icon in the panel header) — opens a popover listing your past Report Chats for this workflow, across executions. Click any past chat to resume it inside the panel.

Past chats persist across sessions, so you can come back days later and pick up where you left off.

What the Chat Already Knows

When the panel opens, Report Chat is bootstrapped with the workflow’s execution context:

  • The accounts the workflow ran against.
  • The data context and grouping context (e.g. Ad Performance × Campaign).
  • The date range that was reported on.
  • The workflow’s template and steps, plus the underlying tables and summaries.

You can see this captured as context chips above the input—accounts, data context, and date range, just like in Analytics Chat. The chips travel with every message in the conversation.

If you ask a question that references something the workflow didn’t pull (e.g. a new metric not in this run), Report Chat will tell you and offer to expand scope or run a one-off analysis right inside the chat.

What You Can Ask

The same capabilities you’d expect from Analytics Chat, focused on this report:

  • Drilldowns — “break this CPA spike down by market / device / placement.”
  • Comparisons — “compare this run with the same workflow two weeks ago.”
  • Validations — “double-check the numbers in the summary against the underlying table.”
  • What-ifs — “if I exclude _TEST_ campaigns, do the conclusions change?”
  • Visualizations — “plot weekly CTR for the top 5 campaigns in this report.”
  • Explanations — “explain in plain English what drove the WoW change.”

Charts come back as interactive Plotly visualizations; tables can be exported to Google Sheets or CSV from their card. See Charts and Visualizations.

Quick Tips

  • Use the workflow’s vocabulary. The chat already has the same context your Account and Org contexts provide—so brand acronyms, KPI definitions, and exclusion rules apply automatically.
  • Stop a long answer. Hit the stop icon to interrupt a streaming response if you change your mind mid-question.
  • Stream-by-stream feedback. Thumbs up / down on any assistant reply feeds into the feedback loop that improves the agents over time. See Feedback Loop.
  • Title each chat. Long investigations are easier to find later if you rename the chat (top of the panel) to match the question being explored.

When to Use Report Chat vs. Analytics Chat

Use Report Chat when… Use Analytics Chat when…
You’re inspecting a specific automation agent run You’re starting an investigation from scratch
You want answers grounded in the report you’re viewing You want broad, multi-account exploration
The question is “why is this report saying X?” The question is “how is campaign X performing?”
You want to keep the conversation alongside the report You want a full chat workspace

Both surfaces share the same engine, so answers are consistent—just framed for different jobs.