What RelatorAI does

RelatorAI is Relator's AI assistant. You ask in plain language, the way you would ask an analyst, and it queries the client's connected sources, does the math and answers with the numbers for the period. It also builds dashboards, generates reports and edits the open report from a text request.

RelatorAIVértice · September

What do you want to know about this client?

Which campaign sold the most?Compare with AugustBuild a paid media dashboard

Before you start

• Select the client at the top of the app. Each conversation belongs to one client; switching clients starts a new conversation.
• The client needs at least one connected source. Without one, the panel shows No data sources connected and a Connect now button.
• Each message you send uses one AI credit from your plan. See AI credits.
• RelatorAI is for the agency team and the people who run the account. Clients in the portal don't see the button.

Where to open it

• At the top of the app, click Ask RelatorAI.
• From the New button at the top, choose AI chat.
• On many KPIs and charts, click Explain with AI: the panel opens with that number attached.
• In tables, hover over a row and click the sparkle (Attach this row to the chat).
• In the report list, ⋯ menu › Ask RelatorAI.
• In the report editor, RelatorAI chat opens the assistant already editing that report.

Getting to know the panel

Illustrative screen

Korra/Performance

Ask RelatorAIPT

Performance

SpendR$ 12,480.00+8.2%

CPAR$ 36.49+14.0%

RelatorAI

ModeAskDashboardReport

3

Data source3 sources

4

Why did CPA go up 14% in the period?**CPA rose 14% driven by the conversion rate**, which fell from 4.1% to 3.6%. CPC stayed flat at R$ 1.48. The drop is concentrated in "Brand — Reach".Ask about your campaigns, metrics, performance...

5

History1

New chat

More actions2

1. 1History lists this client's conversations.
2. 2More actions: Print / save as PDF, Generate CSV and Full screen.
3. 3The Ask, Dashboard and Report modes.
4. 4Data source chooses which accounts RelatorAI can query.
5. 5Type your question and press Enter. The + next to it attaches items and files.

What data it queries

• Meta Ads and Google Ads

  Examples of what it answers

  Spend, conversions, CPA, ROAS, CTR and CPC by campaign, ad set, ad group or ad; comparisons between periods.

• Google Analytics 4

  Examples of what it answers

  Sessions, users, engagement, key events and revenue by channel, source or page.

• Search Console

  Examples of what it answers

  Organic clicks, impressions, CTR and average position by query or page.

• HubSpot

  Examples of what it answers

  CRM deals, revenue and average ticket.

• True ROAS

  Examples of what it answers

  Revenue from won CRM deals (HubSpot or RD Station CRM) matched to each campaign's spend. See True ROAS.

• Goals

  Examples of what it answers

  Pace, forecast and what's left to hit each of the client's goals.

• Meta Ads creatives

  Examples of what it answers

  Fatigue diagnosis: which ads to pause and which to scale, with the last 7 days versus the 7 before.

• Competitors

  Examples of what it answers

  The competitors you name in the conversation, with Ad Library links and, when search is on, what was published on the web. See Ads intelligence.

It only reads accounts of the selected client, and only the ones checked under Data source. Dates like "today" and "yesterday" follow the client's time zone.

The three modes

• Ask

  What it does

  Talks about the data: explains, compares, finds causes and suggests next steps.

  Example request

  "Which campaigns drove the most results in the period?"

• Dashboard

  What it does

  Builds a draft dashboard in the editor with KPIs and charts. The bar above the field shows how many widgets were added and a View dashboard button.

  Example request

  "Build a Meta Ads performance dashboard"

• Report

  What it does

  Generates a report from one of the client's dashboards and opens it in the editor. Without a dashboard, it opens the generator so you can pick the metrics.

  Example request

  "Monthly paid media report"

How it answers

• While it works, it shows its steps as sentences, like Queried data, Read the client's goals or Matched CRM revenue to campaigns. Then it sums up: Analyzed 2 sources in 8 s.
• The answer starts with the conclusion, with numbers in bold, and explains what drove the change.
• At the end, up to 3 suggested follow-up questions appear as buttons.
• On every answer you can Copy response or Retry. To interrupt, click Stop response.
• When you ask for a chart, it draws the chart in the conversation. Large charts get Open full screen.

Creative diagnosis in the chat

When the question is about Meta Ads creative fatigue, such as "is any creative fatigued?" or "which ads should I pause or scale right now?", the answer comes with the Creative diagnosis card. It compares the last 7 days with the previous 7 and lists up to 6 ads, highest risk first.

• Creative thumbnail, ad name, campaign and ad set.
• A Fatigued, Watch or Healthy verdict, with a fatigue score from 0 to 100.
• The two signals that weighed most in the verdict, written as sentences.
• Spend, frequency, CTR and CPA for the last 7 days. If the ad had no conversion that week, CPM shows instead of CPA.
• Only ads that delivered during the week and have enough data for a verdict are included.

Conversation history

Your conversations are saved in the client's History; each team member only sees their own. Open it from the icon in the panel header, search in Search conversations…, rename with Rename or delete. Conversations are grouped into Today, Yesterday, Last 7 days and Older. To start fresh, click New chat.

Under More actions › Full screen, the same conversation takes the whole screen, with the history on the left. Print / save as PDF and Generate CSV export the conversation.