AI Analysis

Getting Started with AI Analysis.

Ask AI Summaries

Ask AI is an optional feature that sends aggregated report metrics to Anthropic to generate a powerful summary of your report.

"Jetti doesn't just give you tables - it gives you the translation layer to understand what your data means."

How to Use It

  1. Generate a report
  2. Open Ask AI
  3. Optionally add business context
  4. Click Generate summary
  5. Review the summary in the sidebar

Available AI Summary Questions

QuestionBest forOutput
What changed?Quick executive updatesSummary of the biggest movements in the report
Where is the risk?Churn and retention reviewHighlights of potential problem areas to investigate
What should I do next?Team follow-up and planningAction-oriented recommendations based on the report
How would you explain this simply?Stakeholder communicationPlain-language summary for non-technical readers

What Makes It Powerful

  • Auto-populated with your data - No manual copy/paste of numbers
  • Industry-aware benchmarks - Compares to your sector's standards
  • Metric-type aware - Different formulas for count vs. revenue
  • Context-rich - Includes known events and business context

Privacy

Only aggregated report metrics, report structure, and report context are sent. Raw customer records, names, emails, and identifiers are not sent.

Sample Output

After generating an Ask AI summary:

EXECUTIVE SUMMARY

1. Revenue grew 12% ($1.2M → $1.34M) from Oct to Jan, driven primarily
   by expansion in existing accounts (+$180K from Growth).

2. Churn risk elevated: Lost revenue increased 23% (Oct: $90K → Jan: $111K),
   with Enterprise segment showing highest loss concentration.

3. Bright spot: New customer acquisition remained strong (avg 45 new/month),
   but Return customers declined 15%, suggesting win-back campaigns need attention.

NEEDS ATTENTION
- Enterprise churn spike in December (post-renewal season?)
- Your Gross Churn (8.2%) exceeds SaaS benchmark (<5%)