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How to use AI Insight Summaries

Turn data into clear, shareable analysis in seconds.

What this feature does

Seer Data's AI Insight Summaries help you quickly turn Insight data into a clear, human-readable explanation. Instead of manually writing summaries, you can generate a draft using generative AI — then review, edit, and save it in your own words.

This feature is designed to make Insights easier to understand, share, and discuss, especially with non-technical audiences.


Who can use it

You can generate an AI summary if you:

  • Are on a paid plan

  • Have Edit access to the Insight

Standard (free) users cannot access this feature.


How to generate a summary

  1. Open an Insight.

  2. Select Generate summary.

  3. Choose:

    • Tone (the summary voice and writing style)

    • Length (how detailed the summary should be)

  4. Select Generate summary.

The summary usually appears within 5–10 seconds.

 
    


Tone options (Voice & style)

Choose the voice that best fits your audience:

  • Community voice (default)
    Warm, inclusive, plain language, focused on community impact.

  • Easy read
    Very simple language, short sentences, minimal numbers.

  • Neutral analytical
    Clear, factual, data-driven explanation.

  • Policy & program lens
    Highlights implications for services, policy, or programs.


Length options

Choose how detailed the summary should be:

  • Brief breakdown (default)
    Short overview with key points and one implication.

  • Medium analysis
    More context, trends, and subgroup highlights.

  • Full analysis
    Detailed narrative with patterns, differences, and caveats.


Reviewing and saving the summary

After the summary is generated, you can:

  • Read it before saving

  • Add it to the Insight summary

  • Edit the text (edits are never sent back to the AI model)
  • Regenerate with different tone or length (this replaces the previous AI draft)

When you save:

  • The summary is stored with an audit trail (who generated it, when, and how)

  • The Insight owner is notified if someone else made the update


Auto-regenerating summaries

You can turn on Auto-regenerate summary if you want the summary to update automatically when Insight data changes.

Important to know:

  • Auto-regeneration overwrites the entire summary

  • Editing the summary manually turns auto-regeneration off

  • The Insight owner is notified when an auto-regeneration occurs


AI disclaimer

When an AI-generated summary is used, you can show a disclaimer:

“This content was created with the help of generative AI. It may have been reviewed or edited by a human.”

The disclaimer is only shown when AI has contributed to the summary, and you can choose to toggle it on or off for public views.

Internal View:

Public View:


Giving feedback

After generating a summary, you can give quick feedback using 👍 or 👎.

If you select 👎, you can tell us why (e.g. too vague, missing key points, hard to understand). This helps us improve future summaries.


Privacy, safety, and trust

Seer Data is governance-first by design.

  • No raw or identifiable data is sent to the AI

  • Only aggregated Insight data and metadata are used

  • All summaries are logged for audit and accountability

  • The AI is instructed to avoid speculation, bias, or harmful language

If the AI service is unavailable, you can still write or edit summaries manually.

 


If you need help interpreting a summary or deciding which tone to use, remember: the AI draft is a starting point and your judgement always comes first.