AI Insights

Get an AI-written report on your order activity for any recent period: a headline summary, key metrics, alerts, and recommended actions you can act on. The same page is where you meet Compy, the AI assistant that sits on every admin screen.

Where to find it: Admin → AI Insights (/admin/ai-insights). Insights reports are available to full Admin accounts only. Reports include revenue, per-customer spend and your highest-spending customers, so Marketing and Shop Manager accounts do not see the AI Insights menu item. Marketing accounts keep the AI writing help on the competition editor, which is a separate permission.

Compy, the AI assistant, is available to every admin role and answers within the limits of what that role can see.

Generate an insights report

On your first visit you see a "Ready to generate insights" empty state. Reports analyse your order patterns for the period you choose.

1. Pick a period using the pill buttons: Today, Yesterday, Last 7 Days (selected by default), Last 30 Days, This Month or Last Month.
2. Choose a Depth: Standard for a normal report, or Deep Analysis for a more thorough one that takes longer.
3. Click Generate AI Insights.

A blue "Generating AI Insights..." banner appears with a spinner, and a notification confirms it has started. When the report is ready, an "AI insights ready!" notification appears and the report replaces the banner.

If a completed report is already on screen, a Generate New Report? confirmation appears first, warning that the new report will replace the current one. To keep the existing report, click Cancel and export it first.

If the Generate AI Insights button is greyed out, see Troubleshooting.

Leave the page while a report is running

You do not have to wait. The banner says so: "You can leave this page and come back later. We'll save your report."

• Navigate away and come back while it is still running, and the page picks it up automatically with a "Resuming insight generation..." notice.
• If the report finished while you were away, it is on screen as soon as you return.
• If it is taking a long time you may see "Report is taking longer than expected. Check back later." The report has not failed and is still being worked on. Leave the page, come back later, and it will resume or display automatically.

Work through a finished report

A finished report has up to five sections. Read them in order: the summary tells you whether to worry, the alerts and insights tell you what about, and the recommendations tell you what to do.

1. Start with the Summary card at the top. It gives the headline finding, the period it covers, and an overall outlook: Positive (green, tick), Negative (red, cross), Mixed (yellow, warning) or Neutral (grey, info). Check the period named here matches the period you meant to look at.
2. Scan Key Metrics. Each card shows the metric, its value, and where there is a comparison a trend arrow with a percentage change: green arrow up, red arrow down, or a flat marker for no change. Some cards add a short context line explaining the figure.
3. Deal with the Alerts. These are the things the report thinks need your attention, sorted most severe first: Critical (red), Warning (yellow), Info (blue). Each has a title, a description, and sometimes a small badge naming the metric it relates to. This section only appears when there are alerts.
4. Open the Key Insights. They are sorted by priority, highest first, each with a HIGH, MEDIUM or LOW badge and a matching coloured left border (red, yellow, green), plus a category icon: revenue (green), engagement (purple), risk (red) or opportunity (orange). The first one opens expanded. Click any card to expand it and see the full description plus an Evidence list, the specific data points behind it. Click Expand All above the list to open every card at once, and Collapse All to close them.
5. Prioritise the Recommended Actions. Each carries an Impact badge (how much difference it is likely to make) and an Effort badge (how much work it involves), plus a category: Retention, Growth, Risk Mitigation or Optimization. Where both badges are green you have a high-impact, low-effort quick win. Do those first.

The report is a suggestion based on your order data, not a decision. Check anything surprising against the Orders page before you act on it.

Look back at earlier reports

Every report you generate is kept. Generating a new one for the same period does not delete the one before it.

1. Click History at the top of the page.
2. The panel lists your recent reports, newest first, with the period, the depth, when it finished and how many tokens it used.
3. Click one to load it back onto the page. The period pill moves to match, so the report on screen is always labelled with the period it covers.

Reports that failed appear here too, marked Failed, which is a quick way to see whether a run you started actually produced anything.

Save a copy of a report

Use Export when you want a report outside the admin area — to file it, or send it to your team or your accountant.

1. With a completed report on screen, click Export next to the Generate AI Insights button.
2. Your browser downloads a plain text (.txt) file named after the period and the date.

The file contains the whole report: the summary and outlook, key metrics with their changes, alerts, insights with their evidence, and recommendations with impact, effort and category.

Switch between reports for different periods

Your reports are saved, one current report per period.

1. Click a different period pill. The page loads the most recent saved report for that period, so you can flick between, say, Last 7 Days and Last Month without regenerating.
2. Check the Last generated line next to the Generate button. It shows how long ago the report on screen was created, how many seconds it took, and how many tokens it used.

If you have never generated a report for the period you clicked, the page clears to the empty state and invites you to generate one. It no longer leaves the previous period's report on screen.

Ask Compy a question about your site

Compy is the floating assistant available on every admin page, not just this one.

1. Click the round button with Compy's ticket-shaped face in the bottom-right corner of any admin page. A pulsing green dot on the button means you have not had a conversation yet.
2. On a fresh chat Compy greets you and offers up to three starter questions under Try asking:. Click one to send it straight away, or type your own in the Ask a question... box and press Enter (or click the send arrow).
3. Read the answer in the chat. While Compy is fetching your numbers his face switches to a thinking look with thought dots. Ask follow-up questions in the same conversation and Compy keeps the context.

Ask in plain English, for example about your sales patterns or customer activity. If Compy cannot answer, a short error message appears above the input box and your question is removed from the conversation, so ask again or rephrase it.

What Compy can look up

Compy reads your live data, so ask about the thing itself rather than the screen it lives on. Between them the questions below cover most of what operators ask day to day:

• Sales and customers. Orders, revenue and trends, average order value, payment success rate, your top spenders, where your customers are, and the detail of one order by its number. Ask "who signed up today" or "list our new customers last week" and Compy names them, with each one's email, when they registered and whether they opted in to email and SMS marketing, newest first. Anyone who has self-excluded is marked as such, so do not build a contact list from the consent ticks alone. He lists up to 100 at a time and tells you when there are more; customers whose accounts have since been deleted under GDPR are still counted but never named. The total he gives matches the dashboard's New customers widget when that widget is set to Today or Yesterday, both counted from UK midnight; the widget's 7-day and 30-day views cover an extra part-day, so those will not match a date range you ask Compy for. Ask "how many customers paid today vs entered for free" over any period and Compy splits your entrants into the ones who spent money and the ones who came in free, and tells you whether those free entries were postal, comped by an admin, or a free-to-enter competition. Ask "how are sales compared to this time yesterday" or "compared to yesterday at 10am" and Compy compares the two days from midnight to the same clock time, names both windows, and tells you how far ahead or behind you are. You can also compare with the same time last week or another earlier day. All times are UK time. If you ask for a cutoff later than now, today stops at now and Compy tells you the windows cover different durations. These sales figures are completed order value, including wallet-funded orders and wallet top-ups, rather than card cash alone. Ask "how many customers have tickets in their basket right now" for a live snapshot of basket counts, ticket quantities and approximate value before order-level promo discounts, with a breakdown by competition. Admin and Shop Manager accounts can also request a named customer list; Marketing accounts receive totals without customer details. The figures change as reservations expire or customers check out. Compy never receives or reveals reserved ticket numbers, regardless of your role.
• Competitions and prizes. What is active, what is ending soon, what is nearing sellout, what needs a winner picking, recent winners, instant wins and the jackpot.
• Which competitions are selling. Ask "what comp made us the most yesterday", "which competition sold the most tickets last week" or "how did the FOCUS ST do day by day" and Compy ranks your competitions over whatever period you name. These are the same figures as the Competition Sales report, so the two always agree — go to the report itself when you want the CSV or the chart.
• Money. Wallet balances, refunds, and the withdrawal queue: how many customers are waiting to be paid, how much that comes to, and who has been waiting longest. Compy cannot show bank details, because those need a fresh two-factor check that a chat cannot do, so use Withdrawals for those.
• Your affiliate scheme. How the programme is doing overall, how much commission is owed, and which affiliates are earning the most. Affiliates are named by their creator code, the slug in their share link, not by the customer account behind them.
• Email. Whether your emails are arriving, how many bounced or failed, and which customers a failure affected.
• What your site has switched on. Ask "which features are switched on for our site?" and Compy answers from your actual settings instead of guessing. That also means a how-to answer can tell you whether the feature is on for you before it walks you through it.

Ask Compy how to use the admin area

Compy can also read the operator guides and explain the steps, with a link to the full page. Ask "how do I do a live draw?", "what happens if the number wasn't sold?", "how do I record a ball machine result?" or "where can I find a draw's verification link?" and he can walk you through the Draws guide.

Compy explains the controls; you run the draw and confirm any manual ticket assignment yourself on Admin → Draws. Only Admins can perform draws, even though other staff can read the guide.

Compy follows your role

Compy can only tell you what your role already lets you see elsewhere in the admin area. Ask about something your role has no access to and Compy politely declines rather than answering — a Marketing account asking for a customer's total spend or your profit and loss report gets a short refusal, the same data being hidden from the Users list and its export for that role.

The starter questions under Try asking: are tailored to your role too, so you are only ever offered questions Compy can actually answer for you. Admins see everything.

If you are declined something you need for your job, ask an Admin on your team — either to run the question for you, or to change your role on the Users page. See Roles and permissions for what each role covers.

Make the chat window bigger

Click the expand button in the chat header to cycle through three sizes. The tooltip always names the size you will get next:

1. Expand window takes you from the default corner window to Large, a taller and wider window.
2. Full screen takes you from Large to a window that fills the screen with an even margin on each side.
3. Restore default size takes you back to the compact corner window.

Compy returns to the default size whenever you close and reopen it.

On a phone there is nothing to resize: the chat opens over the whole screen, the expand button is not shown, and the round launcher button is hidden until you close the chat with the X in the header.

Copy or email an answer

Under a reply that has something worth keeping, a table, a list or more than a few lines, there is a small row of buttons. A one-line answer has none.

• Copy puts the whole answer on your clipboard, as text with its formatting marks, ready to paste into a note or a message.
• Copy table appears once for each table in the reply (numbered Copy table 1, Copy table 2 when there are several). It copies just that table, tab-separated, so pasting into Google Sheets or Excel gives you proper cells rather than a block of text. The confirmation tells you how many rows you copied.
• Email me sends that reply, with the question it answered quoted above it, to the email address on your own admin account. There is no address to choose. The confirmation names the address it went to, and the button changes to Emailed so you can see which replies you have already sent yourself. The email is a snapshot: the figures are as they were when Compy answered, and they are not refreshed.

When a reply is long, or a table runs past ten rows, a Long answer. Want it in your inbox? line appears above the buttons and Email me is highlighted. Reading a long list in your email client is usually easier than scrolling it in the chat bubble.

You can also just ask. "Email me that list" or "send that to my inbox" makes Compy email the answer it just gave you, and it confirms the address in the chat. Compy emails exactly what it showed you; it does not fetch extra rows for the email, so if a list was cut short on screen ("showing the first 200 of 1,432"), it is cut short in the email too, and the reply will point you at the right CSV export for the full file.

Clear a conversation

Once you have started chatting, a refresh icon appears in the chat header. Click it to clear the conversation and start fresh. There is no way to get a cleared conversation back, so use Copy or Email me on anything you want to keep first.

Brand the chat avatar

Your own messages are shown with your site's favicon as the avatar, so the conversation matches your brand. If no favicon has been uploaded, a generic user icon is used instead. Upload one on the Settings page.

Troubleshooting

The Generate button is greyed out and there is an "AI service not configured" badge. The yellow badge in the top right means the AI service is not set up for your site, and reports cannot be generated until it is. This is not something you can fix from the admin area. Contact your platform support team to have it enabled.

My report shows a red "Generation Failed" banner. The banner includes the reason. Read it, then click Try Again to re-run the report with the same period and depth. If it keeps failing with the same message, contact your platform support team and quote the error shown.

I generated a report but cannot see it any more. The page shows the latest report for the selected period, so check the period pills first and click back to the period you generated for. Nothing is deleted when you regenerate: open History to find any earlier report and load it back.

The report says it is taking longer than expected. It has not failed, it is still processing in the background. Leave the page and come back a little later. The page resumes tracking it and shows the result when it is ready. If a report never finishes it is marked Failed after about fifteen minutes rather than spinning indefinitely, so you can generate a fresh one.

I do not see the AI Insights menu item. Insights reports are limited to full Admin accounts (see above). If you land on the page directly without that access, it tells you so rather than showing an empty report.

Compy shows an error instead of answering. Your question is removed from the conversation when this happens. Try asking again, or rephrase it. Persistent errors are worth reporting to your platform support team.

Email me says it could not send. The answer stays on screen, so nothing is lost. Emails from your site all go through the same sender, so if this keeps happening check that email sending is set up and working on the Settings page, or use Copy instead.

Related pages

• Orders is the raw order data your insights reports are built from.
• Analytics has the standard dashboards and charts for day-to-day monitoring.
• Settings is where you upload the favicon used as your Compy chat avatar.