Guideline Launches Customizable AI Agent Dashboards, Advancing Conversational Insights and Analytics

Guideline has upgraded its AI Agent with customizable dashboards. These dashboards turn conversational insights into collaborative workspaces. This change is a key step in the company’s mission to enhance AI analytics. It helps teams turn simple questions into detailed analysis. They use verified media investment data for organization.

For the first time, analysts can move effortlessly from posing a question to visualizing the corresponding data-and then saving those insights into a personalized workspace. Within these dashboards, teams can continue exploring, refining, and conversing with the AI Agent in real time. Leveraging Guideline’s dataset of more than $170 billion in verified annual ad-investment intelligence, the update ensures that market insights remain accessible and actionable in today’s rapidly shifting advertising environment.

“At Guideline, our product strategy is anchored on addressing of our customers’ needs and understanding the pressure they face to deliver clear insights in an increasingly fragmented media landscape. Our new Customizable AI Agent Dashboards innovation provides teams the ability not only to generate powerful insights, but to ensure those insights are organized, validated, shareable and actionable,” said Vincent Mifsud, CEO of Guideline.

This new capability marks a key shift in how organizations use AI-driven insights. Media buying is getting more complex with different platforms and pricing models. Analysts often spend too much time collecting data instead of using it. By extending the AI Agent beyond single-response conversations, Guideline enables teams to maintain a continuous view of market developments—turning one-off queries into a durable intelligence layer built on trusted transactional data.

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What’s New: Dashboards Built Directly from AI Agent Conversations

With the launch of AI Agent Dashboards, users can now:

• Pin charts and organize insights in real time
• Resize visualizations, apply filters, and automate scheduled reports
• Communicate directly with the AI Agent within their dashboards

“From the outset, we designed this feature to feel less like a tool and more like a seamless extension of the user’s thinking,” said James Venn, Senior Product Director at Guideline. “Every design decision—from pinning charts to interacting with the agent—focuses on reducing friction and sharpening clarity. With dashboards that persist beyond a single conversation, teams can integrate AI-generated insights directly into their highest-impact workflows. Analysts can identify trends faster, planners can model budgets with greater precision, and commercial teams can craft smarter strategies using always-current investment data without ever losing context.”