How do I find the AI Assistant feature for creating reports in HubSpot?

[JSamuel85]

Hi,

I have a Professional subscription and have enabled AI Assistants for "content prompts" and "customer analysis" in my settings.

I want to use AI to help build reports, but when I go to Reporting > Reports > Create report, I do not see an option for an AI Assistant or AI generator. Can anyone advise on where this feature is located or how to enable it?

[Moderator Note: this post has been optimized for clarity and the official solution has been added. Thank you for your contributions to the HubSpot Community!]

[bendonahower]

Here you go 

https://knowledge.hubspot.com/reports/create-reports-using-ai

To be super up front, it's hit or miss!

AI list creation, agents, some copilot stuff, etc. are great, but AI reporting isn't miraculous. I'm sure it will be!

[Jaycee_Lewis]

Thank you @bendonahower for the update and link — Jaycee

[JWest4]

Has anyone had luck with the AI report builder? When I attempt to use it, the results are so completely unrelated to my prompts that it would be quicker to start the report from scratch than it would to edit the results to get what I want. For example:

The AI must be hopelessly bad to return a count of Record ID, Email, Create Date, Lifecycle State, and  Country/Region when I asked for Contacts, Leads, and Deals. 

Am I doing something fundamentally wrong here? I asked ChatGPT to give me instructions to create the same report and it did an okay not great job, but anything is better than getting back something totally unrelated to what I asked for.

[Blokeoverthere]

Had exactly the same thought/question but thanks to the above info I can now see its expected 29th July to tenancy   So we'll probably wait for gen release. 

[Lucila-Andimol]

Hey @JSamuel85 

this is still in Beta

You can find the beta and join in the Product updates option under your photo

once you have done this

you should be able to find the option in the report builder

 

Hope this helps

[karstenkoehler]

Hi @JSamuel85,

Edit: Updated my post with instructions for how to find the beta.

As far as I know, this was announced but has not rolled out to all portals yet. The AI assistant for reports is still in beta. You can find it here:

Best regards