Introduction
You've been feeding data into Bookboost for months or years — every reservation, every campaign send, every inbox conversation. Bookboost Insights is the layer that turns that accumulated data into dashboards you can act on and an AI agent you can interrogate in plain language. No exports, no data team, no waiting.
Insights is a paid add-on, connected directly to your existing CDP. If Bookboost already knows it, Insights can show it.
How to Get Access
Insights is a paid add-on, it is not switched on by default.
Contact your CSM or the Support Team to discuss adding Insights to your subscription
Commercial terms agreed — we will walk you through the options
Feature enabled — Bookboost activates Insights on your account (typically within a few days)
Onboarding call — under an hour; covers the three dashboards, scheduled reports, alerts, and the AI agent
You're live — your own data is immediately available
Prerequisite: An active Bookboost account with CDP enabled (which applies to all current customers).
What Bookboost Insights Is
Bookboost Insights is a native analytics add-on built on top of your Bookboost CDP. It gives you three pre-built dashboards, a custom dashboard builder, and an AI agent that answers business questions using your own data — all without leaving the platform.
Three core components ship from day one:
Pre-built dashboards — Marketing, Reservations, and Unified Inbox. No setup required.
AI Agent — Ask questions in plain language; get answers grounded in your Bookboost data (Creator Seat required).
Custom Dashboard Builder — Drag-and-drop interface to build dashboards from scratch (Creator Seat required).
Because everything runs on your CDP, metrics are guest-profile-aware: guests are deduplicated across stays, channels, and campaigns automatically.
The Three Pre-Built Dashboards
These are live from day one, connected to your CDP, and require no configuration.
📣 Marketing Dashboard
📌 Note: Bookboost Insights includes its own Marketing Dashboard — this is separate from the Marketing Dashboard found under Campaigns in the main platform.
Tracks campaign engagement and audience health. Two separate tables:
Journeys: messages sent, opened, clicked
Broadcasts: sent, opened, open rate, clicked, CTR, and total attributed revenue
Revenue attribution applies to broadcasts only, using a 30-day attribution window. Note: this metric has known accuracy limitations (see Known Issues below) — use it directionally, not as your single source of truth.
Best for: Marketing and CRM managers.
🏨 Reservations Dashboard
Tracks occupancy performance and revenue metrics: ADR, occupancy, adjusted occupancy, ALOS, RevPAG, broken down by audience segment, channel type, and property.
Adjusted occupancy = rooms occupied ÷ bookable capacity. "Bookable" excludes out-of-order and offline inventory — so this number reflects true operational performance, not just total room count.
Best for: General managers and revenue managers.
💬 Unified Inbox Dashboard
Tracks support and communication performance: response times, ticket volumes, operator performance, channel mix, busiest hours, average resolution time, and word occurrence — a frequency map of words and phrases across all tickets, useful for spotting recurring guest topics.
Best for: Guest experience managers and operations leads.
Each dashboard includes AI Summary tiles that translate chart data into plain-language narrative. You can add context prompts (e.g. "break out per property on a new line") to steer how the summary is written.
The AI Agent
This is the part that sets Insights apart from any standard reporting tool.
The AI agent runs natural-language queries against the same data powering your dashboards — combining reservations, campaigns, and inbox data in a single query. It builds visualisations on the fly, and any chart it generates can be saved directly as a dashboard tile. It understands hospitality terminology natively: ADR, ALOS, OTA, journey, broadcast, segment — no translation needed.
Available to Creator Seats only.
How to use it effectively — the progressive prompt method:
Baseline — Start with the top-level number across your portfolio
Segment — Narrow to a property, segment, or channel
Cross-dimension — Combine two data points (e.g. original booking source + return channel)
Business implication — "Does this mean we should/shouldn't do X?"
Real example: A customer at a multi-property group used the agent without any help from Bookboost. In three prompts, they found that 20% of OTA bookers who returned switched to direct on their second booking. That single data point justified building a loyalty and OTA win-back campaign — before spending any budget. The agent told them whether the opportunity was real before they built for it.
Custom Dashboards 🛠️
Available to Creator Seats only.
Drag-and-drop builder, connected to the same data topics as the pre-built dashboards.
Key concepts:
Topics — containers of available data fields (Reservations, Marketing, Inbox)
Workbooks vs. dashboards — every dashboard sits on a workbook; each workbook tab becomes a dashboard tile
KPI tiles — single bold-number widgets for at-a-glance metrics
Filters — applied to all tiles by default; removable per tile
One practical tip: When building or iterating a custom dashboard, invoke the AI agent from inside the workbook, not from the main agent screen. The main agent doesn't have context about which dashboard you're working on — using it from inside the workbook keeps everything connected.
Getting Your Data Out 📤
Often overlooked, but existing customers frequently need this. Here's what's available:
Email — Schedule any dashboard or tile to land in a recipient's inbox on a recurring cadence
SFTP — Scheduled CSV exports for downstream BI tools (Power BI, Tableau, etc.)
Webhooks — Push dashboards or tiles to external systems
Manual exports — PDF, image, CSV
Alerts — Trigger notifications when a metric crosses a threshold
One clarification: there is no native API connector to Power BI or Tableau. Use SFTP with CSV export for BI tool integration.
Known Issues and Limitations ⚠️
Custom dashboard building requires a Creator Seat. Viewer Seats can access and view shared dashboards but cannot build new ones.
Shiji and Clock PMS — occupancy metrics are limited. These PMSes do not store space availability data, so adjusted occupancy calculations are not available. All other reservation metrics work normally.
Broadcast revenue attribution has known accuracy gaps. The 30-day attribution window can count revenue multiple times if a guest received more than one broadcast before booking. A dynamic attribution window is in development. Use this metric for directional insight, not precise revenue reporting.
No native API connector to external BI tools. Use the SFTP CSV export instead.
What's Coming 🔭
These are areas in active development — no firm dates, but worth knowing:
Dynamic attribution window for broadcast revenue (current cycle)
Master Profiles representation in Insights
Tooltips and field descriptions on every chart and data field (rolling out now)
Filtering journeys vs. broadcasts separately in campaign lists
OTA-vs-Direct flag for reservations
Conclusion
Bookboost Insights closes the loop on data you've already been collecting. The three pre-built dashboards give Marketing, Revenue, and Guest Experience teams immediate visibility. no setup, no exports. The AI agent lets you go further: ask questions that cross functional boundaries and get answers grounded in your actual guest behaviour. Custom dashboards and distribution tools give you the flexibility to build reporting that fits your operation.
The data was always there. Now you can actually use it.
Please contact us through the 'Talk to Us' option on the left menu in the platform, or through the Bookboost Support email at support@bookboost.io if you have questions or need additional support.