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Vera overview
Vera is a sophisticated AI-driven assistant. Vera serves as a versatile partner that simplifies and streamlines complex operations across the campaign lifecycle.
Refer to Vera overview to get started with Vera.
Data dashboards overview
You can partner with Vera to create customized dashboards that fit your needs and track progress over time. Dashboards allow you to monitor campaigns’ real-time performance at a glance and make ad-hoc adjustments to them.
Refer to Dashboard overview for more details.
Create a data dashboard with Vera
More on dimensions and metrics: Refer to “Reporting and analytics collection” overview to find resources related to the dimensions and metrics you can include in your data dashboards and custom reports. |
Follow these steps to create a new dashboard with Vera:
Open the Vera app.
Select Dashboard.
Use the chat box to ask Vera to create a new dashboard.
Describe the dashboard’s details such as which campaigns and metrics it should include, and which dates it should cover.
No need to include everything–Vera will prompt you to enter your preferences if you’ve missed any details.
Click the submit button. This will redirect you to a new conversation with Vera.
Review the dashboard’s settings summary and, if desired, use each dropdown menu to apply any changes.
You can also use the chat box to specify your changes.
Select Generate Dashboard.
Vera will immediately begin processing your request and generating the dashboard’s data based on your requirements.
Save a data dashboard you created with Vera
Follow these steps to save a data dashboard that you previously created with Vera:
Select Save.
You can also use the chat box to tell Vera that you’d like to save the dashboard.
Enter a name for the dashboard.
Review and manage a data dashboard with Vera
Follow these steps to review and manage a data dashboard that you previously created with Vera:
If desired, filter and search the dashboard to further refine the data that populates.
You can also use the chat box to tell Vera the changes that you’d like to apply.
The dashboard shown in Vera behaves in the same way as the dashboards you access in the Dashboard app. Refer to the steps outlined in Customize a dashboard for additional support.
Note that downloaded files will reflect your dashboard customizations.
Download data from a data dashboard with Vera
Follow these steps to download data from an existing data dashboard:
Select Download.
You can also use the chat box to tell Vera that you’d like to download the dashboard.
Choose your preferred file format.
Manually create or manage a dashboard
You can manually create or adjust data dashboards at any time. Follow the steps outlined in Create or manage a dashboard or Manage a campaign from a dashboard for step-by-step instructions.
Locate additional Vera resources