Bookboost Insights
All about one of our latest products: Bookboost Insights
01 - Overview & Access
What Bookboost Insights is, who it is for, how access works, and how to switch it on for your account. Start here if you are new to Insights.
- Pricing and billing for InsightsHow Insights is priced, the three cost components, and worked examples in four currencies.
- Seats and access: Creator vs ViewerThe two Insights seat types, what each can do, and how to add seats.
- Turning on Insights for your accountThe four steps to get Insights enabled on your account and what you can do on day one.
- What is Bookboost Insights?What Bookboost Insights is, what's included, who it's for, and how to get access.
02 - Using the Dashboards
The three pre-built dashboards and how to read each one, plus the AI Summary tiles that appear on the Marketing and Unified Inbox dashboards.
- Dashboard basics: Topics, Workbooks, and TilesThe four building blocks of every Insights dashboard: Topics, Workbooks, Dashboards, and Tiles.
- Reading the AI Summary tilesWhat AI Summary tiles show, their row-limit caveat, and how to steer them with a context prompt.
- The Marketing DashboardWhat the Marketing Dashboard shows, how to filter it, and how to read the broadcast revenue number.
- The Reservations DashboardWhat the Reservations Dashboard shows, how to filter it, and what each tile means.
- The Unified Inbox DashboardWhat the Unified Inbox Dashboard shows, how to filter it, and how to use it for daily, weekly, and monthly reviews.
03 - The Insights Agent
The Insights Agent is the natural-language analytics tool inside Bookboost Insights. These articles cover what it does, how to prompt it, and how to save what it produces.
- Getting started with the Insights AgentWhat the Insights Agent is, what you can ask it, and how it differs from the AI Agent in the Unified Inbox.
- Prompts to get you startedReady-to-use Insights Agent prompts for the Reservations, Marketing, and Inbox dashboards.
- Saving Insights Agent answers as dashboard tilesHow to turn a one-off Insights Agent answer into a tile on a dashboard your team can return to.
- The progressive prompt methodHow to build up an Insights Agent conversation in layers to get accurate, meeting-ready numbers.
04 - Custom Reporting & Exports
Build dashboards and tiles tailored to your group, and every way to get data out of Insights — Email, SFTP, Webhooks, manual export, and Alerts. Custom dashboards and tiles are Creator Seats only.
- Building a custom dashboardHow to build a custom dashboard in Insights from scratch, step by step.
- Creating custom tilesHow to build a tile inside a workbook, choose a visualisation, and save it to a dashboard.
- Filters in custom dashboardsHow dashboard-level filters work, how to control which tiles they apply to, and filter best practice.
- Getting your data out: Email, SFTP, Webhooks, and AlertsEvery way to get data out of Insights — scheduled delivery, alerts, and on-demand export.
05 - Methodology, Attribution & Data
How attribution works inside Insights, how to read the broadcast revenue number, why Insights and PMS figures may differ, and where the underlying data comes from.
- Broadcast revenue: how the number is calculated todayWhat the total attributed revenue figure on the Marketing Dashboard represents, why it overstates true influenced revenue, and how to use it correctly.
- How revenue attribution works in InsightsHow Insights links a marketing broadcast to a booking, what the 30-day window means, and current limitations.
- Where Insights data comes fromWhat feeds Insights, how the data is stored, and how to connect it to external BI tools.
- Why Insights numbers may differ from your PMSThe confirmed reasons Insights and PMS figures can differ, and when to escalate.
06 - Troubleshooting & Support
How to get help with Insights, how to request new metrics or data, and what Insights does not do today.
- Current limitations of Bookboost InsightsA complete list of current Insights limitations across access, reservations, marketing attribution, data delivery, and the AI Agent.
- Getting support for InsightsThe two support channels for Insights, which to use when, and what to include in a bug report.
- Requesting new metrics, data, or schema changesThe three routes for getting more out of Insights when it doesn't show what you need today.