Sift Docs

On the AI Briefings tab you can build custom visual reports backed by your saved search criteria - turning any search into a dashboard with charts, tables, and AI-generated summaries.

At a glance


Build visual reports from a saved search or all inbound data	✅
Widgets: metric cards, bar / line / donut charts, tables, pivot tables	✅
Resizable drag-to-reorder grid layout	✅
Preset templates (customer voice, team performance, escalations, trends)	✅
AI Summarize and Chat with data	✅
Schedule auto-regeneration on preset time ranges	✅
Share org-scoped or keep private; export for external use	✅
Scheduling custom date ranges	❌ run once only

Each briefing is linked to a saved search, which provides the filter criteria (platform, keywords, date range, tags, etc.) that powers the report. Add widgets to visualize the data as metric cards, bar charts, line charts, donut charts, tables, or pivot tables - then arrange them in a flexible grid layout.

A briefing with metric cards and charts arranged in a grid — Arrange widgets like metric cards and charts in a flexible grid.

A briefing showing a table and pivot-table widgets — Tables and pivot tables surface row-level and cross-tabulated data.

Click "New Report" to get started - select a saved search, give it a name, and begin adding widgets. On any briefing, use the Summarize button to generate an AI-written summary of the results, or Chat with data to ask questions about the report in a conversational AI sidebar.

Briefings can be shared with your organization or kept private, and exported for external use.

Creating a briefing, step by step

Pick an outcome: the briefing wizard opens with a set of preset templates: customer voice, team performance, escalations, and trend tracking. Pick one to pre-fill the name, time range, and AI instructions, or choose "Start from scratch" to configure everything manually.
Choose a scope: select "Everything" to cover all inbound data, or choose a saved search to narrow the briefing to a specific platform, keyword set, date range, tag, or any combination of filters your team has already saved. The saved search acts as a persistent filter - the briefing re-runs against it every time it's generated.
Tune the settings: set the time range (last 7 days, last 30 days, a custom window, etc.), writing tone (concise executive summary vs. detailed analyst report), and the target audience. You can also provide a markdown template that structures the AI output into specific sections and charts.
Add widgets: once a briefing is created, open it and click Add Widget to choose from:
- Metric card: a single KPI with trend indicator
- Bar chart: compare values across categories (platform, queue, agent, etc.)
- Line chart: track a metric over time
- Donut chart: proportion breakdowns (sentiment mix, channel split, etc.)
- Table: row-level data with sortable columns
- Pivot table: cross-tabulate two dimensions against a metric
Widgets snap into a resizable grid - drag to reorder, drag the corner to resize.
Generate: click Summarize to run the AI and populate any chart or summary sections. The AI reads the underlying data from your saved search and writes structured analysis according to your template and instructions. Use Chat with data to ask follow-up questions in a sidebar without leaving the briefing.

Scheduling

Briefings built on a preset time range (last 7 days, last 30 days, etc.) can be scheduled to regenerate automatically. Open the briefing, click the schedule icon, and set a frequency. Scheduled briefings re-run the saved search and regenerate the AI summary on the configured cadence - useful for weekly stakeholder reports or daily stand-up digests.

Custom date ranges run once and are not eligible for scheduling.

Every briefing has a Share button that generates an organization-scoped link. Anyone in your Sift workspace with the link can view the briefing. Briefings can also be kept private - only visible to the creator - until explicitly shared.