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JSamuel85
Contributor

AI reporting

SOLVE

Hi,

 

I have a Professional account and have both content prompts and customer analysis enabled in AI Assistants. I want to use AI in reporting but don't seem to have the AI option when I create a new report, can anyone advise where this would be?

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

AI reporting

SOLVE

Hi @JSamuel85,

 

Edit: Updated my post with instructions for how to find the beta.

 

As far as I know, this was announced but has not rolled out to all portals yet. The AI assistant for reports is still in beta. You can find it here:

 

karstenkoehler_0-1714659757854.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

AI reporting

SOLVE

Hey @JSamuel85 

this is still in Beta

Screenshot 2024-05-02 at 16.13.17.png

 

You can find the beta and join in the Product updates option under your photo

Screenshot 2024-05-02 at 16.14.20.png

once you have done this

you should be able to find the option in the report builder

Screenshot 2024-05-02 at 16.16.47.png

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

AI reporting

SOLVE

Hi @JSamuel85,

 

Edit: Updated my post with instructions for how to find the beta.

 

As far as I know, this was announced but has not rolled out to all portals yet. The AI assistant for reports is still in beta. You can find it here:

 

karstenkoehler_0-1714659757854.png

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes