---
title: "Reports via the AI Co-Worker"
description: "An agency running ten clients doesn't have time to learn a BI tool, build ten dashboards, and keep them updated."
canonical_url: https://chatfuel.com/docs/for-agencies/reports-via-the-ai-co-worker
markdown_url: https://chatfuel.com/docs/for-agencies/reports-via-the-ai-co-worker.md
last_updated: 2026-08-12
lang: en
site: https://chatfuel.com/docs
llms_txt: https://chatfuel.com/llms.txt
---

# Reports via the AI Co-Worker

An agency running ten clients doesn't have time to learn a BI tool, build ten dashboards, and keep them updated.

An agency running ten clients doesn't have time to learn a BI tool, build ten dashboards, and keep them updated. Chatfuel takes a different route: the analyst is already on staff. Ask the AI Co-Worker a question in plain language — inside any client's company — and it answers from that client's real data: the conversations, the pipeline, the bookings, the outcomes. Every analytics report described here — starting with the [end-to-end chain from ad spend to sales](https://chatfuel.com/docs/for-agencies/end-to-end-analytics-for-agencies) — is pulled exactly this way.

## Ask anything [#ask-anything]

The Co-Worker covers the whole span from "one number, quick" to "read a hundred conversations and tell me what's wrong":

| You want                | Ask something like                                                           |
| ----------------------- | ---------------------------------------------------------------------------- |
| The funnel              | *"show conversion funnel"*, *"business report"*                    |
| Period stats            | *"new leads this month"*, *"how does this month compare to last?"* |
| Hot leads to push today | *"who are my hot leads"*                                                     |
| Deals about to die      | *"clients at risk"*, *"who went silent"*                           |
| One lead's full story   | *"what did we discuss with Maria?"*                                          |
| A contact, fast         | *"who is this number"*, *"find contacts with email set"*           |
| Why deals are lost      | *"why do deals fail"*                                                        |
| What leads keep asking  | *"what do clients ask most"*                                                 |
| Where the AI struggles  | *"why is AI failing"*, *"find AI mistakes in conversations"*       |

No query language, no filters to configure — the phrasing above is literally how you ask. For the funnel view specifically, the stage-by-stage breakdown is decoded in [Funnel and drop-off report](https://chatfuel.com/docs/for-agencies/funnel-and-drop-off-report).

## It reads the actual conversations [#it-reads-the-actual-conversations]

The Co-Worker doesn't just count rows — it reads the transcripts. Ask *"why do deals fail"* and it studies lost conversations against won ones, names the typical drop-off point, and lists the objection patterns — quoting the leads' real messages, not paraphrasing. Ask *"what do clients ask most"* and it mines the whole history for recurring questions, complaints, and missed opportunities. Sentiment, open issues, what was agreed with a specific lead — it's all in there, because it's all in the conversations. The full playbook for this kind of transcript mining is in [Conversation analytics](https://chatfuel.com/docs/for-agencies/conversation-analytics).

And it plays by an analyst's rules: it never invents a number. Every figure comes from the client's actual data, and if the data isn't there, it says so instead of estimating.

## Every report ends in a to-do [#every-report-ends-in-a-to-do]

A funnel chart that just sits there is trivia. The Co-Worker's reports end with what to *do*: a business report closes with its top recommendations, a risk scan ends with the list of contacts to rescue first, an AI diagnostic names the exact knowledge worth adding to the [Knowledge Base](https://chatfuel.com/docs/for-agencies/uploading-client-business-info). It surfaces and advises — the actions themselves stay yours to trigger, which is exactly how you want an analyst to behave around a client's live funnel. When a recommendation calls for a settings change, make it either way: in the client's [automations](https://chatfuel.com/docs/ai-features/automations) at **Fuely AI** → **Automations**, or by telling the Co-Worker to apply it.

## The agency workflow [#the-agency-workflow]

Because every client is a separate company in your workspace, the same questions work identically across your whole roster. A Monday routine that used to be a morning of spreadsheet archaeology becomes ten minutes of chat: open each client's company, ask *"business report"* and *"clients at risk"*, collect the numbers and the to-dos, move on. Same questions, every client, zero setup per client. And when those ten minutes need to become a monthly deliverable, [Client reporting](https://chatfuel.com/docs/for-agencies/client-reporting) shows how to package them.

> **Note:** Answers are only as good as the data behind them. The Co-Worker reports on what actually happened in the client's funnel — so the quality bar is set upstream. A well-filled Knowledge Base and [qualification fields that match the niche](https://chatfuel.com/docs/for-agencies/lead-qualification-questions-and-logic) make every answer sharper, from the funnel counts to the lost-deal analysis.