Skip to main content
Insights is a feed of AI-written posts about what changed in your data and why it matters. Basedash looks through your data on a schedule, finds something new and meaningful, and writes it up with a chart.
Available on all plans. Everyone in the organization can read insights. Only admins can change Insights settings or delete posts.

​
Overview

Use Insights to catch trends and anomalies that nobody thought to ask about. You don’t write prompts or pick metrics: Basedash decides what’s worth a post, and you can steer it with focus areas. Insights is different from the other ways Basedash brings data to you:
  • Automations answer a question you define, on a schedule or when data changes.
  • Subscriptions send a snapshot of a dashboard or chart.
  • Insights finds something you didn’t ask about.
The Insights feed with an AI-written insight about where returning retail shoppers make their second purchase, beside a stacked bar chart

​
Set up Insights

Admins configure Insights in Settings → Insights.
Insights settings with insights enabled, weekly generation on Monday, email recipients and Slack notifications, and an AI context box
  1. Turn on Enable insights. This shows Insights in the sidebar and allows posts to be generated.
  2. Under Generate insights, choose Every day, Every weekday, Every week, or Every month. For weekly posts, pick a Day of week. For monthly posts, pick a Day of month. Choose Never to only generate posts on demand.
  3. Under Notifications, add Email recipients and choose a Slack channel to post each new insight to. Slack requires the Slack app.
  4. Under AI context, describe the goals, priorities, or metrics insights should focus on. For example: “Focus on revenue, activation, and support volume. Ignore internal test accounts.”
Basedash generates at most one scheduled post per day. You can’t choose the time of day; each organization gets a fixed time, in UTC.

​
Read insights

Click Insights in the sidebar to open the feed. The newest post appears at the top, followed by earlier posts. Each post has a title, a short write-up with the supporting numbers, and a chart.
An insight post with a headline about paid social returns, a bar chart of revenue per dollar of marketing spend by channel, and the start of the write-up
From a post you can:
  • Click Add to dashboard to save the chart to a dashboard.
  • Click Continue in chat to ask follow-up questions in chat.
  • Open the menu to Copy link. Admins can also Delete a post.
  • Browse More insights at the bottom of the post.
Insights are also available in Basedash Mobile.

​
Generate an insight now

To get a new post without waiting for the schedule, open the menu at the top of the Insights page and click Generate insight. Admins and members can do this; view-only members can’t. Only one insight can be generated at a time.

​
How insights are generated

The AI looks for a new, meaningful insight across all the data sources it can query. It reads your organization’s AI context, the Insights focus areas, and recent posts, so it doesn’t repeat itself.
Insights run without anyone present, so they use the data access of one member: the organization’s earliest active admin. If your organization set up insights through an automation named “Insight”, they run as that automation’s creator instead. Queries are always read-only.
Basedash skips a scheduled post when Insights is turned off, when the organization has no data sources, when the trial has ended, or when the organization has reached its AI usage limit. Insights count toward your AI usage.

​
Embed and automate

  • In full app embedding, use hide_insights to hide Insights, or insight_id to open the embed on a specific post.
  • Admins can list, generate, and delete insights with the public API.

​
FAQ

Check that Enable insights is on and that Generate insights isn’t set to Never or to a day that hasn’t come yet. Basedash also skips posts when your organization is out of AI usage or the trial has ended.
No. Every member of the organization can read every insight. If a topic is sensitive, use an automation shared with specific people instead.
You can steer them with the AI context field in Settings → Insights, but the AI decides what’s worth a post. To track a specific metric, use an automation or a subscription.
The settings page only lists organization members as email recipients. You can post insights to a Slack channel that includes other people.