AI Intelligence: Proactive Insights Dashboard
The AI Intelligence dashboard surfaces actionable insights about your funnel performance without you having to dig through data manually. LeadCapture's AI automatically scans your account data and generates recommendations based on trends, drop-off patterns, and optimization opportunities.
Accessing the Dashboard
Click AI Intelligence in the left sidebar (the lightbulb icon). If you have unread insights, a badge with the count will appear next to the menu item.
How It Works
LeadCapture's AI runs periodic scans of your account data, analyzing your funnel analytics, step-level metrics, lead quality signals, and performance trends. When it finds something worth your attention, it creates an insight card on your dashboard.
Scan Frequency by Plan
| Plan | Scan Frequency |
|---|---|
| Trial / Starter | No scans (preview only) |
| Growth | Weekly (every Monday) |
| Max | Daily |
Insight Types
Insights are categorized by what they describe:
- Trend - Notable changes in views, leads, or conversion rates over time.
- Drop-off - Steps where a significant number of visitors are abandoning your funnel.
- Quality - Patterns in lead quality scores or verification results.
- Optimization - Specific suggestions for improving funnel performance.
- Alert - Urgent issues that need immediate attention.
- Benchmark - How your metrics compare to typical ranges for your industry.
Severity Levels
Each insight has a severity level so you can prioritize what to address first:
| Severity | Meaning |
|---|---|
| Critical | A significant issue that is likely costing you leads or revenue right now. Address immediately. |
| Warning | A developing problem that could become critical if not addressed soon. |
| Opportunity | A potential improvement that could boost performance. |
| Info | Useful information or context about your data. No action required. |
Working with Insights
Reading Insights
Each insight card shows a title, severity badge, and a description of what was found. Some insights include supporting data like specific metrics or comparisons.
Taking Action
Many insights include a suggested action. Click the action link to be taken directly to the relevant funnel or setting where you can make the recommended change.
Filtering Insights
Use the filter chips at the top of the dashboard to show insights by severity (Critical, Warning, Opportunity, Info) or view all.
Dismissing Insights
If an insight is not relevant or you have already addressed it, dismiss it to remove it from your dashboard. Dismissed insights do not reappear.
Trial and Starter Plans
If you are on a Trial or Starter plan, the insights dashboard shows a preview with blurred sample insight cards and a lock icon. This gives you a taste of what the AI Intelligence feature looks like. Upgrade to Growth or Max to unlock full access with real, personalized insights from your account data.
Good to Know
- Insights are generated from your analytics data over the past 30 days.
- Each insight expires after 30 days to keep your dashboard fresh and relevant.
- The AI focuses on actionable findings, not noise. You will not be overwhelmed with low-value notifications.
- Insights data never leaves your account. The AI analyzes your data server-side and stores the results securely.
- For on-demand questions about your data, use the AI Intelligence Chat widget (covered in a separate article).