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Data Chat

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Chat With Your Data.
Discover Insights Instantly.

Stop digging through dashboards or waiting on reports. Data Chat lets you explore your performance across every connected source through natural conversation. Ask questions, follow up, and get client-aware insights that actually make sense.

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Natural Language. Real Insights. No Queries Required.

Data Chat turns your data into a two-way conversation. By combining AI with client-specific context, Data Chat helps marketers instantly find, understand, and act on performance insights without touching a single query or spreadsheet.

See Data Chat In Action

See how different teams use Data Chat to uncover insights, optimize budgets, and make smarter decisions powered by contextual learning and multi-channel data.

Smarter Budget Allocation Across Channels

For Paid Ads teams managing campaigns across Google Ads and Meta Ads, Data Chat automatically understands client context and campaign goals. Ask natural questions to compare spend, performance, and ROI - without exporting or merging reports.

Which campaign drove the most conversions last month?

Here’s your cross-channel spend summary for last month:

Total Ad Spend: $42,780 across Google Ads, Meta Ads, and Microsoft Ads.

Channel Breakdown

  • Google Ads: $24,300
    • Avg CPA: $58
    • Wasted spend estimate: $3,900 from low-intent search terms & overlapping location targeting
  • Meta Ads: $13,980
    • Avg CPL: $42
    • Wasted spend estimate: $1,450 from under-performing audiences
  • Microsoft Ads: $4,500
    • Avg CPA: $64
    • Wasted spend estimate: $620 from low-volume keywords

Opportunities to Reduce Wasted Budget

  • Pause 11 Google search terms with CPA > $120 and low conversion probability
  • Shift $2,500 from Meta broad interest audiences to lookalike audiences (2.4x better ROAS)
  • Remove overlapping locations in Google & Meta campaigns (Sydney + 20km radius) to avoid double bidding
  • Lower bids on Microsoft keywords with <1% CTR to reduce another ~$300 in inefficiency

Find Local Gaps and Optimise Profile Coverage

SEO teams managing multiple Google Business Profiles can use Data Chat to instantly compare visibility, categories, and service listings by location. Data Chat learns your preferred KPIs and uses your internal data so that when you ask for insights, it automatically focuses on what matters most.

Compare all our Google Business Profiles and show any missing categories or low-performing services.

Here’s a comparison of your 12 Google Business Profiles:

Category Coverage

4 locations are missing recommended secondary categories:

  • Parramatta: Missing “Bathroom Remodeler”
  • Ryde: Missing “Kitchen Renovation Service”
  • Liverpool: Missing “Home Improvements”
  • Castle Hill: Missing “Interior Designer”

Adding these categories typically increases visibility by 8–14% based on your historical performance.

Low-Performing Service Listings

These services have significantly lower interaction rates than network averages:

Location
Service
Interaction Rate
Network Avg
Insight
Parramatta
Kitchen Makeovers
1.8%
4.2%
Needs updated photos & description
Ryde
Home Extensions
0.9%
3.5%
Competitor density increased – consider category update
Hills District
Custom Joinery
2.1%
5.1%
Trending downward for 3 consecutive months

Actionable Insights

  • Add missing secondary categories to improve ranking for non-branded searches
  • Refresh service descriptions and upload new photos for underperforming services
  • Use Jepto’s automation to monitor category or ranking changes weekly

Unified Campaign Insights - Without the Dashboards

For in-house marketing leads or agency strategists, Data Chat connects the dots between all campaigns, channels, and goals. Ask high-level questions and get narrative insights, not just metrics - all tailored to the client you’ve selected in the switcher.

Summarize our best-performing channels this month and show where engagement dropped.

Here’s your cross-channel performance summary for the last 30 days:

Top-Performing Channels

  1. Meta Ads
    • Engagement up +32%
    • CTR improved from 1.8% → 2.4%
    • Best audience: 30–45, Home Improvement Enthusiasts
  2. Organic Search
    • Sessions +18%
    • Conversion rate 2.1% → 2.6%
    • Strong growth in “near me” queries
  3. Email Campaigns
    • Click rate +12%
    • Revenue contribution +22% (highest in 6 months)

Where Engagement Dropped

  • Google Ads
    • CTR down –14%
    • Display remarketing impressions increased but clicks did not
    • 3 headlines flagged as “Below Average”
  • YouTube Campaigns
    • View rate –21%
    • High-performing video from Q1 is no longer competitive
    • Frequency too high for Sydney region

Insight Summary

  • Meta and Organic are your highest-growth channels
  • Google Ads decline is tied to creative fatigue & broader matching
  • YouTube requires new creative before continuing spend

“Would you like me to prepare a client-ready summary with recommendations for next month?”

Instant Client Insights, Customized to Each Account

Client-facing roles can use Data Chat to quickly generate summaries, identify issues, or prepare meeting notes. Because it understands client context and custom rules, your responses are always relevant to that specific account.

Summarize this client’s marketing performance and list 3 actionable recommendations.

Here’s your performance summary for the selected client:

Overall Performance

  • Total conversions: 1,420 (+9% MoM)
  • Total spend: $31,200 (+3% MoM)
  • Overall ROAS: 4.2 (up from 3.7)

Key Highlights

  • Meta Ads drove 46% of all conversions at the lowest CPA
  • Organic Search generated 32% of total revenue
  • Google Ads performance stable, but costs increased +6%

Actionable Recommendations

  1. Shift 15% of Google Search budget to Meta retargeting
    Meta continues to outperform with a CPA 37% lower than Google.
  2. Refresh top landing pages
    Organic sessions are rising but conversions plateaued. Updating content and CTAs would help capture more demand.
  3. Introduce weekly automated insights for this client
    This will surface changes in ROAS, wasted spend, and location-level trends without manual reporting.

Instant Client Insights, Customized to Each Account

Client-facing roles can use Data Chat to quickly generate summaries, identify issues, or prepare meeting notes. Because it understands client context and custom rules, your responses are always relevant to that specific account.

How did we perform across all channels this quarter, and where should we focus next?

Here’s a simple, high-level summary of your marketing performance this quarter:

Overall Performance

  • Total Revenue: $1.48M (+12% vs last quarter)
  • Total Marketing Spend: $126,400 (+5%)
  • Overall ROAS: 11.7 (up from 10.4)

Channel Performance Snapshot

  • Google Ads:
    • Revenue: $640k
    • ROAS: 8.4
    • Strongest campaign: Brand Search
  • Meta Ads:
    • Revenue: $410k
    • ROAS: 14.2
    • Strongest audience: 30–50 Lookalike (5%)
  • Organic Search:
    • Revenue: $310k
    • Growth: +18%
    • Strongest driver: Product Category Pages
  • Email Marketing:
    • Revenue: $120k
    • Growth: +26%
    • Top performer: Promo Series Q2

Where You Should Focus Next

  1. Increase Meta retargeting investment
    It’s your most profitable channel and has room to scale.
  2. Refresh Google Search ad creative
    CTR is declining in several campaigns, limiting revenue growth.
  3. Expand keywords for your top 3 product categories
    Organic search demand is rising and you’re under-capturing high-intent traffic.

Advanced Cross-Channel Insights, No SQL Required

For technical marketers and analysts, Data Chat can join and compare metrics across multiple platforms - surfacing anomalies, efficiency gaps, or ROI trends.

Compare ROAS and CTR trends across all paid channels and highlight any anomalies.

Here’s a performance comparison across your paid channels for the past 90 days:

ROAS Trend Overview

  • Google Ads:
    • ROAS: 7.9 → 8.4 (+6%)
    • Stable trend with slight uplift from improved keyword bidding.
  • Meta Ads:
    • ROAS: 12.1 → 10.3 (–15%)
    • Drop correlates with reduced performance in 25–34 demographic.
  • Microsoft Ads:
    • ROAS: 6.2 → 7.8 (+26%)
    • Boost driven by improved impression share and lower CPC.

CTR Trend Overview

  • Google Ads:
    • 3.1% → 2.8% (–10%)
    • Loss mainly from generic search campaigns.
  • Meta Ads:
    • 2.4% → 2.9% (+21%)
    • New creative set is outperforming previous assets.
  • Microsoft Ads:
    • 2.0% → 2.3% (+15%)
    • Improved match type strategy increasing relevance.

Detected Anomalies

  • Meta Ads ROAS drop (-15%)
    • Not aligned with CTR improvement indicates conversion quality issue, not engagement.
    • High likelihood caused by:
      • Audience fatigue in top two ad sets
      • Weekend spike in CPCs during week 7
      • Landing page load time increase (+1.2s)
  • Google Ads CTR dip (-10%)
    • Abrupt decline in week 5 specifically on two non-brand campaigns.
    • Both saw an increase in low-intent search terms after match type expansion.
  • Microsoft Ads CPC anomaly in week 8
    • CPC jumped +34% for 3 days, likely auction volatility.
    • Normalised after bid adjustments.

Summary

  • Meta’s engagement is rising but conversion quality is falling
  • Google’s efficiency decline is driven by match type shifts
  • Microsoft Ads is improving across all metrics and may warrant increased investment

From Question to Insight - Instantly.

A smarter way to explore your marketing data. Here’s how Data Chat fits into your workflow.

Create a Client

Ask Naturally

Type a question just like you would to a teammate:

“What was our top-performing ad set in September?”
No need for SQL, filters, or manual lookups.

Connect Data Sources

Data Chat Understands Context

Data Chat references client-specific data like campaign notes, uploaded documents, and performance history to deliver answers that are tailored, not templated.

Build Your Report

Get Actionable Insights

Receive insights, visual summaries, and performance comparisons directly in chat.
Save, share, or continue the conversation to dive deeper.

Build Your Report

Keep the Conversation Going

Every client chat has memory, so you can follow up later and build on prior analyses, just like working with a real assistant.

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Everything You Need for Natural Language Data Insights

Data Chat is more than just a chatbot, it’s a client-aware intelligence layer that connects your data, tools, and context into a single conversation-driven experience.

Client-Aware AI

Data Chat AI goes beyond generic responses by combining client-specific information like website content, uploaded documents, and campaign notes with Jepto’s internal knowledge base to provide answers that are meaningful, actionable, and tailored to each client’s goals.

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Access Every Tool - Instantly

Data Chat connects directly to Jepto’s internal MCP Tools, letting you go beyond simple Q&A. From querying data across platforms to pulling metrics, generating reports, or fetching client notes, Data Chat acts as your unified command center for insights and actions.

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Remember Every Conversation

Data Chat remembers your past conversations, just like a real teammate. Each client’s chat history is stored in memory, allowing Data Chat to reference prior discussion content, recognize context, and build on previous insights.

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Review, Revisit, and Resume

Access a complete log of every conversation in your account. Quickly find past analyses, prompts, and insights to pick up where you left off. Data Chat history is organized by client and topic, helping teams collaborate seamlessly and maintain a single source of truth for every discussion.

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Find Any Conversation Instantly

Search past chats using natural language to instantly retrieve insights, questions, or reports. Whether you’re continuing last month’s discussion or revisiting a campaign analysis, Data Chat Search helps you pick up right where you left off.

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Full Flexibility with AI Models

Choose the AI model that best fits your workflow. Jepto plans include access to leading models, plus a fallback option for extended usage. Want full control? Bring your own API key and set your default model preferences per Account or Client.

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Understand Your AI Usage

Jepto gives full visibility into model usage and performance. Track how Data Chat is being used across clients, see token consumption, and monitor model activity all from within your Jepto account.

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