Once AI Insights is enabled and a key is saved, insight panels appear on three tabs. Nothing is generated automatically — you always click a button first.
Overview summary
On the Overview tab an Insights card appears with a Generate button. It writes a short read of the period: what moved, what did not, and what is worth attention. The summary is based on the date range currently selected, so changing the range and regenerating gives you a different read.
Generated summaries are cached, so re-opening the tab does not cost another request. Use Regenerate when you want a fresh one.
Forecast summary
On the Upcoming Revenue tab, a Forecast panel sits under the forecast card and writes the projection up in words — the expected collection, how it compares with the scheduled total, and how much is exposed to high-risk subscriptions.
Cancellation themes
On the Cancellations tab, Group answers clusters the free-text cancellation reasons your customers left into themes with a count each. This is the only AI feature that sends customer-written text, and it has its own separate setting — see Cancellation Themes.
Reading the output well
- The summary is written from the same totals shown on the cards. It cannot see anything the report does not show, and it is not doing analysis you could not do yourself — it is saving you the writing.
- Treat it as a starting point for a conversation, not a source of truth. The numbers on the cards are the source of truth.
- Every AI panel is labelled — AI generated or AI grouped — so nobody mistakes it for a computed figure.
Troubleshooting
| Symptom | What to do |
|---|---|
| No AI panel appears | AI Insights is not enabled, or no key is saved for the selected provider. Check WooCommerce → Settings → Subscription Analytics. |
| An error message in the panel | Run Test connection on the settings screen. Most failures are an expired key, an exhausted quota, or an unrecognised model name. |
| The summary looks out of date | It is cached. Click Regenerate. |
| Group answers is unavailable | Either cancellation feedback is off, fewer than 10 answers have been collected, or Group answers with AI is not ticked. |