Bookboost AB

What the Insights Agent is, what you can ask it, and how it differs from the AI Agent in the Unified Inbox.

Getting started with the Insights Agent

Ready-to-use Insights Agent prompts for the Reservations, Marketing, and Inbox dashboards.

Prompts to get you started

How to turn a one-off Insights Agent answer into a tile on a dashboard your team can return to.

Saving Insights Agent answers as dashboard tiles

How to build up an Insights Agent conversation in layers to get accurate, meeting-ready numbers.

The progressive prompt method

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.

03 - The Insights Agent

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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