Document Uploads Within Insights AI Assistant and Query Helper

We’ve added the ability to upload documents directly into both AI Assistant and the AI Query Helper in Insights. This gives you a much easier way to bring in the context you already rely on — targets, calendars, snapshots, exports, screenshots — and use them alongside your Insights data without switching tools or manually re-creating work.

Why this matters

You no longer need to rebuild reports from scratch, retype numbers from spreadsheets, or track goals in one place while analyzing results in another. The AI can now read the files you use every day and help you turn them into analysis, queries, and dashboards inside Insights. This saves time, reduces friction, and makes it much easier to keep everything aligned across teams.

How this helps in the AI Assistant

Upload a document and ask the assistant to interpret it in context. A few examples:

Add your
STR yearly goals
or
channel mix targets
and immediately see how you’re pacing.
Upload your
BT or corporate promotional calendar
and assess the impact those events had on production.
Drop in
Google Analytics
or digital marketing reports to understand how web activity aligns with occupancy, ADR, and revenue.

How this helps in the AI Query Helper

Uploads give you a fast way to recreate or refine queries without starting from a blank canvas:

Upload a
CSV export
or old report and ask the helper to rebuild it using the correct Insights fields.
Provide a
PDF or screenshot
of a dashboard you want to replicate and let the helper set up the initial query structure.
Add a manual
tracking sheet
and map its columns to Insights measures and dimensions.

This turns the helper into a bridge between the reports you have and the dashboards you want to build.

How uploading works

Supported file types
: PDF, CSV, TXT, JSON, YAML, RTF, PNG, JPEG
Size limits
: You can upload multiple files as long as the total combined size is under 10MB. A single file can be up to 10MB.
Storage behavior
: The AI keeps the most recent files up to 10MB. Once that limit is reached, older files are automatically dropped and can no longer be referenced in that chat.

To get started, simply

drag and drop your file

into the chat or click the

paperclip

icon.

If you’d like help exploring how to use this for your property or portfolio, tap the “?” icon in the bottom-left corner to reach the Advisory team anytime.