How to Use AI Builder to Create Custom Reports
AI Builder turns a plain-language question about your marketing data into a custom SegMetrics report. You type a prompt, and SegMetrics' built-in AI pulls the matching data and builds the report for you.
This guide shows you how to ask your first question, write prompts that get better results, and save, edit, and share the reports AI Builder creates.
Watch the following video to learn more about AI Builder:
Asking your first question
- Log in to your SegMetrics account.
- Open AI Builder from the left-hand menu.
- In the prompt box, type a question about your marketing data in plain language. For example: "Which lead sources brought in the most revenue last month?"
- Press Enter.
- Wait while AI Builder pulls your data. Your custom report appears in the results area when it is ready.
- Review the report. If it isn't quite what you need, type a follow-up prompt to refine it, such as Only include Facebook ads or specify the dimensions and metrics you'd like to see.
Note:
AI Builder can only report on data from integrations connected to your SegMetrics account. If a report comes back empty, check that the relevant integration is connected and has finished syncing.
Example prompts & tips
Example prompts
Use these prompts as a starting point, then adapt them to your own products, channels, and date ranges.
| Goal | Example prompt |
|---|---|
| Compare lead sources | Which lead sources generated the most customers in the last 90 days? |
| Measure ad performance | What was the ROAS for each Facebook campaign last month? |
| Track revenue trends | Show total revenue by week for this quarter. |
| Analyze customer value | What is the average lifetime value of customers who came from organic search? |
| Review funnel conversions | What percentage of webinar registrants bought the course? |
| Find top content | Which UTM campaigns drove the most new leads this year? |
Tips for better results
- Include a date range. Last 30 days or Q2 2026 gets you a more focused report than no timeframe at all.
- Name the metric you want. Ask for revenue, leads, ROAS, or conversion rate rather than performance.
- Say how to group the data. Add by source, by campaign, or by week to control how the report is broken down.
- Use the names from your account. Refer to products, tags, and campaigns exactly as they appear in SegMetrics.
- Ask one question at a time. If you need several reports, send separate prompts instead of combining them.
- Refine with follow-ups. Build on the current report, for example Now filter to customers who bought Product A.
Saving, editing & sharing reports
Save a report
- Enter a name that describes the report, such as Facebook ROAS by Campaign – Monthly.
- Click Save. The report is added to your saved reports so you can open it again without re-entering the prompt.
Edit a report
- Open the saved report.
- Adjust it by using the standard report settings to change filters, columns, or the date range manually.
- Click Save to update the report.
AI Builder FAQs
What data can AI Builder access?
AI Builder uses the same data as the rest of your SegMetrics account. That includes leads, customers, revenue, and ad data from every connected integration. It can't report on data from tools that aren't connected to SegMetrics.
Why doesn't my report match the numbers in my other reports?
The most common cause is a different date range, attribution model, or filter. Check the settings on the AI-generated report and compare them with your existing report. Then ask a follow-up prompt to align them, such as Use first-touch attribution.
What should I do if AI Builder misunderstands my question?
Rephrase the prompt with more detail. Name the exact metric, date range, and grouping you want. You can also refine the current report with a follow-up prompt instead of starting over.
Does AI Builder change my data?
No. AI Builder only reads your data to build reports. It never edits, deletes, or syncs changes back to your integrations.
Full Transcription:
What if you could just ask your marketing data a question and get a full report back in seconds? Meet the AI Report Builder. Just type your question the same way you'd ask a coworker, like, "What are my best-performing ads by ROAS in the last thirty days?" And in seconds, it builds a custom report with the right metrics and breakdowns already set up.
No digging through metrics. It doesn't just hand you a chart. It tells you exactly what it's seeing, like which ad is crushing it and which one is falling behind, and it suggests some next steps. Want to tweak it? You're still in full control. You can add a breakdown or swap in a new number, add new dimensions, add in different metrics, and the report changes as you go.
Love what you built? Just rename the report and click Save. It'll be right here whenever you need it again. Not sure what to ask? Click one of the suggested prompts, like Ad Spend versus Revenue by Ad Campaign, and you'll have answers in just one click