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AI Analysis Generation

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When you choose AI generation on an Analysis card, Jepto hands the reporting period to a background agent - not a single prompt-to-text call. It researches your actual connected data, checks KPIs, budgets, recent account activity, and anomalies, then writes a narrative from what it finds.

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At a glance

This is a full agent with its own tools - it queries your data, reads KPI targets, budget pacing, anomalies, and recent account changes, then writes from what it actually finds. It never invents a number.
It runs fully autonomously once started - it does not pause to ask you a clarifying question. If something is ambiguous (like the exact reporting period), it makes the most reasonable call itself and finishes the draft.
Generation can take a few minutes per period - it's making several tool calls, not returning instantly.
The result saves as a Draft period - review and edit before publishing. See Analysis Card.
Use Additional context to steer it toward what actually matters this period - see example prompts below.

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How the agent works

Unlike Card Chat, which edits a single card's configuration, Analysis generation works more like a research assistant: it plans a short checklist of what it needs, calls a sequence of tools to gather real numbers and context, and only writes the narrative once it has them. Jepto's instructions to the agent explicitly forbid reporting any number that didn't come back from a tool call, and require converting raw platform values (like spend in micros) into readable currency before writing anything down.

Tools available to the agent

Category	What it can check
Your data	Which sources are connected, the same metrics/dimensions catalog as the rest of Jepto (Data Model), and live query results for period totals, campaign breakdowns, and trends
This report	The charts and tables already on the report, so the narrative adds context instead of repeating what's already visible - plus where on the page to place the analysis card
Performance signals	KPI targets (actual vs. target), budget pacing (on/off track), flagged anomalies, and recent account actions (bid changes, campaign launches/pauses) to explain why a number moved
Saving the result	Writes one saved narrative per calendar month in the reporting range - a 3-month request produces three separately saved, individually editable periods

The agent also loads a channel-specific playbook depending on what's connected for the client - paid search, social, SEO, local SEO, email, or a blended approach when several channels are relevant - so the structure and focus of the narrative adapts to the account rather than using one generic template.

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Inputs

Field	What it does
Reporting period	One or more full calendar months. The agent can't analyze a partial or still-in-progress month.
Report audience	Who the narrative is written for (e.g. Business owner, Marketing manager). By default, Jepto writes for a senior, non-technical stakeholder - framing results around outcomes like cost per lead and revenue impact rather than platform jargon like CTR or quality score.
Additional context	Freeform notes - strategy changes, what to focus on, or anything unusual this period. This is the main way you steer the output; see example prompts below.
AI model	The same model picker used elsewhere in Jepto (e.g. Card Chat, Data Chat) - the available list is account/config-driven and changes over time.

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What it won't do

It won't ask you questions mid-run. It's a one-shot background job - once you start it, there's no way to answer a follow-up. If the result misses the mark, edit it directly or regenerate with more detail in Additional context.
It won't invent numbers. Every figure in the draft came from an actual query against your connected data.
It won't reach outside Jepto's data - it doesn't browse the web or use information beyond your connected sources, KPIs, budgets, insights, and past actions for this client.

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Example prompts for Additional context

"Focus on lead volume and cost per lead this month - deprioritize impressions and reach."
"We paused the Google Ads brand campaign on the 12th - factor that into any spend or lead volume changes you explain."
"Call out budget pacing for each channel and flag anything more than 10% off track."
"Keep this brief - a short executive summary is enough, skip the campaign-level breakdown."
"This client's main goal is revenue, not lead count - frame recommendations around revenue impact."

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Tips

Name specific events - a paused campaign, a new budget, a shifted goal - in Additional context. The agent already checks recent actions and anomalies automatically, but naming the one that matters sharpens the explanation.
Stick to full calendar months - the reporting period can't include the current, still-running month.
Treat the draft as a strong first pass, not a final publish-ready document - it saves as Draft specifically so you review before it goes live.
For multi-month requests, expect one saved period per month, each reviewable and editable on its own.

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Troubleshooting

Problem	Likely cause	What to try
Generation is taking a while	Normal - it's making several tool calls per period before writing anything	Wait a few minutes; multi-month batches take longer since each month is researched separately
Draft feels generic or misses what mattered this period	The agent only knows what your data plus Additional context tells it	Add specifics (a channel to focus on, a recent change, a goal) and regenerate
A number looks wrong	The agent only reports what a query returns - if the underlying data is off, the narrative will be too	Cross-check the same metric on a chart or table card on the report; if it's still off, the issue is upstream in the Data Model, not the narrative
I wanted to redirect it partway through	Not supported - the agent can't pause for input once running	Let it finish, then edit the result directly, or regenerate with more detail in Additional context

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