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app.athenahq.ai/insights

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Purpose

The Insights page acts as the marketer’s weekly AI-driven action plan. It surfaces proactive weekly insights and content opportunities generated by Athena, analyzing the brand’s visibility across AI search engines. Instead of making the customer dig through raw charts and reports to find out what changed, this page highlights exactly what dropped, what competitors are doing, and where the most valuable gaps are. It pairs these insights with step-by-step action checklists and direct integrations into the content editor and Ask Athena chat, allowing the user to seamlessly turn analysis into prioritized tasks and published content.

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What’s on the page

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Page Header & Navigation

  • Page Header: Displays the title and the “Refresh Insights” button to trigger a new manual analysis run.
  • Tab Navigation: Switches the main view between the “Insights” queue (proactive weekly analyses and checklists) and “Opportunities” (Athena’s content recommendations).
  • Date Range Filter: A dropdown picker that filters the visible cards in both tabs based on the time period the insight covers.

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Insights Tab

  • Insights View Filter: Pill-shaped tabs labeled “Open”, “Done”, and “Discarded”. These filter the visible insight cards based on their completion status and display a count badge for how many items are in each state.
  • Insight Cards: The primary containers for weekly insights. Each card includes a priority indicator (1-3 bars), an impact/effort label (e.g., “High impact, Low effort”), creation date, category badge, title, and an explanation of the finding.
  • Supporting Data View: Inside the left panel of an Insight Card, clicking “Supporting Data” replaces the description with a table showing the raw data that triggered the insight.
  • Action Panel: The right half of the Insight Card. It provides an interactive checklist of tasks needed to resolve the insight.

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Supporting Data Table (inside Insight Card)

This table appears when a user clicks the “Supporting Data” button on an insight card, showing the specific data points that back the recommendation.
  • Label: The name or description of the data point (e.g., the name of a tracked prompt, a competitor, or a metric).
  • Value: The corresponding numerical value, percentage, or measurement for that data point.

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Content Opportunities Tab

  • Recommendation Cards: A grid of cards labeled “Create” or “Optimize”. Each card shows a priority score, title, an explanation of “why now”, and action buttons to begin or dismiss the work.
  • In Progress: A subsection showing recommendations the user has already started working on, sorted by the most recently started.
  • To Do: A subsection of available, un-started recommendations sorted by priority score (highest first).
  • Lower Priority: A collapsible disclosure section hiding recommendations with a score below 50 (only appears if higher-priority work exists above it).
  • Filtered out by date: A collapsible section showing recommendations that fall outside the currently selected date range.
  • Completed & Deleted: Collapsible sections at the bottom showing past published recommendations or recommendations the user previously discarded (along with their discard reason).

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Free Plan Gate

  • Lock Screen: If an organization is on the Free plan, the entire Insights page content is replaced by a lock screen explaining that Insights is a paid feature, alongside a “View plans” button.

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What you can do here

  • Refresh Insights: Click the button in the top right to force a new insights generation run. A loading spinner appears while it processes, and a success or error toast notifies the user when it finishes.
  • Filter by Date: Click the Date Range filter to narrow down insights and opportunities to a specific timeframe.
  • Toggle Insight Status: Click “Open”, “Done”, or “Discarded” to view different subsets of the insights queue.
  • View Supporting Data: Click “Supporting Data (N)” on an insight card to slide the view over to the data table. Click Back to return to the description.
  • Manage Actions:
    • Check action: Click the checkbox next to any action step to mark it complete. If checking the box completes the entire list, a confirmation prompt automatically appears asking if the user wants to mark the whole insight as done.
    • Add action: Click “Add action” to open an inline text input to type and save a custom step.
    • Edit action: Click directly on the text of any action item to turn it into a text box. It saves automatically when clicking away or hitting Cmd/Ctrl+Enter.
    • Delete action: Hover over an action row and click the ✕ (close) icon that appears on the right to remove it.
  • Mark done: Click the “Mark done” button at the bottom of the action panel to resolve the insight and move it to the “Done” tab.
  • Ask Athena: Click the button to immediately open the Ask Athena chat. Drilldown: The chat panel opens pre-filled with a prompt detailing the insight’s uncompleted action steps, ready to send so the AI can help execute them.
  • Discard Insight: Click the ⋯ (More) menu in the bottom right of an insight card and select “Discard”. Drilldown: Opens the “Discard Insight” modal where the user must select a reason (e.g., “Not relevant to my business”, “Already addressed”) and optionally provide an explanation before soft-deleting the item.
  • Start an Opportunity: Click “Start” on a recommendation card. Drilldown: Generates a new draft and navigates the user directly to the content editor (/content) to begin writing.
  • Continue an Opportunity: Click “Continue” on an in-progress recommendation. Drilldown: Navigates the user back to the existing draft in the content editor.
  • Discard/Delete Opportunity: Click “Discard” on a new recommendation, or open the ⋯ menu on an in-progress recommendation and select “Delete”. Drilldown: Opens the “Discard Recommendation” modal to gather feedback before moving the item to the Deleted list.
  • Toggle Sections: Click the chevron next to “Lower priority”, “Filtered out by date”, “Completed”, or “Deleted” to expand or collapse those lists.

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Data shown

The data on this page is generated by Athena’s AI engine. The Insights tab pulls from weekly proactive analyses of the brand’s visibility, searching for meaningful performance drops, off-page gaps, or competitor momentum. The Opportunities tab displays content recommendations (topics to create or existing pages to optimize) identified by Athena to capture missing search volume. The date ranges shown map to the weeks or periods that the data was analyzed for.

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Common workflows

1. Review and act on a weekly insight
  1. Navigate to the Insights page (the Insights tab is selected by default).
  2. Read the insight card’s title, description, and impact/effort priority bars to understand the issue.
  3. Check off action items in the right panel as you complete them.
  4. Optionally click ‘Ask Athena’ to open the AI chat, pre-filled with context to help you execute the steps.
  5. Click ‘Mark done’ (or confirm via the auto-prompt when all actions are checked) to move the insight to the Done tab.
2. Discard an irrelevant insight
  1. On an open insight card, click the ⋯ (More) button in the bottom right.
  2. Select ‘Discard’ from the dropdown menu.
  3. In the Discard Insight dialog, select a reason (e.g. ‘Not relevant to my business’).
  4. Optionally add a written explanation to help improve future insights.
  5. Click ‘Discard’ to move the insight to the Discarded tab.
3. Start a content opportunity
  1. Click the ‘Opportunities’ tab at the top of the page.
  2. Find an available recommendation card in the ‘To do’ section.
  3. Click the black ‘Start’ button.
  4. The page will automatically navigate to the content editor where you can write and publish the recommended content.
4. Refresh insights manually
  1. Click the ‘Refresh Insights’ button in the top right corner.
  2. Wait for the loading state (‘Sourcing your weekly insights from Athena’) to complete.
  3. New insight cards will populate into the Open queue when the generation finishes.

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Empty, loading, and error states

  • Empty: If there are no insights or opportunities, blurred placeholder cards appear with an overlay reading “All caught up”. The subtext reads “No insights this week, your brand visibility is on track” (Insights tab) or “No content opportunities right now. Check back soon.” (Opportunities tab).
  • Loading: While insights are generating, a banner appears with a sparkle icon reading “Sourcing your weekly insights from Athena – This can take up to a minute”. Below it, animated skeleton placeholder cards display.
  • Error: If insights fail to load, a centered error panel appears with a red ✕ icon, a “Failed to load insights” heading, the specific error message, and a “Retry” button.
  • Linked from: The main navigation sidebar (“Insights”) and the Announcement cards on the dashboard.
  • Links to: The Content Editor (when starting or continuing a recommendation) and the Ask Athena chat panel.

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Common support questions

  • Why can’t I see the Insights page? Insights is a premium feature. If you are on the Free plan, you will see a lock screen prompting you to view plans and upgrade to access this page.
  • Why didn’t my insight disappear after I checked all the action boxes? Checking all the boxes does not silently remove the insight. A confirmation dialog asking “Mark this insight as done?” will appear. You must confirm this prompt to formally move it to the Done tab.
  • How do I undo a “Mark done” or “Discard” action? Currently, there is no way to revert or undo a resolved insight from the user interface. Cards in the Done and Discarded tabs hide their action buttons entirely.
  • Where did my low-score content opportunities go? If you have high-priority work to do, recommendations with a score below 50 are automatically collapsed into a “Lower priority” section at the bottom of the “To do” list. Click the arrow next to “Lower priority” to reveal them.
  • Why does the Ask Athena button have a lock or say “Upgrade to access Ask Athena”? This occurs if your specific plan does not have Ask Athena enabled. However, Ask Athena is currently universally enabled for all users by default, so this tooltip should rarely appear.