AI Klips lets you create custom charts on your Reports Dashboard by typing natural language prompts instead of configuring data sources manually. Simply describe the visualization you want, and SalesSheet's AI engine generates it instantly, selecting the best chart type and pulling the right data from your CRM.
Under the hood, AI Klips uses a two-stage processing approach. A fast NLP parser handles straightforward requests first, and an AI fallback model takes over for more complex or ambiguous prompts. This means simple queries return results almost instantly, while more nuanced requests still produce accurate charts within a few seconds.
Before You Begin
- An active SalesSheet.ai account on the Pro or Enterprise plan
- Access to the Reports Dashboard (Analytics > Reports)
- At least some deal, contact, or activity data in your account for the AI to visualize
Open AI Klips
Navigate to Analytics > Reports and click the AI Klips button in the dashboard toolbar. A prompt input field appears at the top of the page with a blinking cursor and placeholder examples to help you get started.
Write Your Prompt
Type a natural language description of the chart you want. AI Klips supports a wide range of prompt patterns, including:
- Metric queries: "Show total revenue this quarter" or "What is the average deal size?"
- Comparison queries: "Compare deals closed by rep in January vs February"
- Trend queries: "Show pipeline value over the last 6 months"
- Distribution queries: "Break down deals by stage" or "Show lead sources as a pie chart"
- Filtered queries: "Show calls made by the sales team this week" or "Revenue from deals over $10,000"
You can optionally specify the chart type in your prompt. For example, adding "as a bar chart" or "as a donut" tells the AI exactly which visualization to use. If you omit the chart type, the AI selects the most appropriate one based on the data shape.
Understand the Processing Pipeline
When you submit a prompt, it first passes through the NLP parser, a lightweight rule-based engine that recognizes common patterns like "show [metric] by [dimension] for [time period]." The parser maps these patterns directly to chart configurations, returning results in under one second.
If the NLP parser cannot confidently interpret the prompt, it falls back to the AI model, which uses a large language model to understand more complex or conversational requests. The AI fallback typically takes two to four seconds but can handle ambiguous phrasing, synonyms, and multi-part queries that the parser cannot.
A small badge on the generated chart indicates which engine produced it: "NLP" for the parser or "AI" for the fallback. This helps you understand processing times and refine your prompts for faster results.
Choose or Change the Chart Type
After the chart is generated, you can switch its visualization type using the chart type selector in the top-right corner. AI Klips supports all 8 chart types available in the Reports Dashboard: Bar, Stacked Bar, Grouped Bar, Area, Line, Pie, Donut, and Number.
The AI automatically picks the best type based on your data. Single-metric prompts default to Number, time-series data defaults to Line or Area, categorical comparisons default to Bar, and proportional breakdowns default to Pie or Donut. You can override this selection at any time without losing your data.
Save and Position Your Klip
Once you are satisfied with the generated chart, click Add to Dashboard to place it on your Reports Dashboard. The chart appears at the bottom of your layout and can be repositioned using drag and drop, just like any other chart. Your AI Klips are saved to your personal dashboard and persist across sessions.
Pro Tip
Chain multiple AI Klips prompts in rapid succession to build a complete dashboard from scratch. For example, start with "Total revenue this month" as a Number card, then "Deals by stage as a donut," then "Calls made by rep this week as a grouped bar." Within a minute, you will have a three-chart dashboard tailored to your exact needs.
Troubleshooting
AI Klips returned "Unable to interpret prompt." What went wrong?
This error means neither the NLP parser nor the AI fallback could map your prompt to available data. Try rephrasing with explicit metric names that match your CRM fields, such as "deal value" instead of "money" or "pipeline amount." Keep prompts focused on a single metric or comparison for best results.
The generated chart shows the wrong data or time period. How do I fix it?
Click the chart settings gear icon to manually adjust the data source, date range, and filters. You can also edit your original prompt by clicking the pencil icon on the chart header and resubmitting with a more specific time period, such as "last 30 days" or "Q4 2025."
AI Klips is slower than usual. Is something wrong?
If the NLP parser cannot handle your prompt, processing falls back to the AI model, which takes a few seconds longer. Complex prompts with multiple filters or cross-referenced fields take more time. You can speed things up by using simpler, more direct phrasing. If all prompts are slow, check your internet connection or try refreshing the page.