AI Summaries & Recommendations

Report narrative

ClientSignal uses Claude (by Anthropic) to generate report content. The AI receives the raw performance data from your connected platforms and writes a structured narrative that covers:

• Performance summary: What happened during the reporting period across all platforms
• Trend analysis: How this period compares to the previous one — what improved, what declined
• Campaign breakdown: Which campaigns drove results and which underperformed
• Context: Why changes happened in plain English, not technical jargon
• Next steps: What the data suggests for the coming period

AI recommendations

On Growth plans (1 recommendation per report) and Agency plans (2–3 per report), the AI generates specific, actionable recommendations based on campaign data. Examples:

• Flagging campaigns spending budget without generating conversions
• Identifying high-performing campaigns that could benefit from more budget
• Noting unusual cost increases that may indicate auction competition changes
• Suggesting creative or targeting adjustments based on performance patterns

Data privacy

ClientSignal uses the Anthropic API for report generation. Your data is not used to train AI models. Anthropic deletes input data after 30 days per their data retention policy. See the Security page for full details.