Before you generate
AI Recon is available only when all of these conditions are met:- your role has View AI Recon for the selected model;
- the selected model’s AI Recon Sharing is not Don’t share;
- at least one eligible shared model conversation contains 20 or more parsed messages for this fan;
- to create or update a briefing, your role also has Generate AI Recon.
Sharing scope
The selected model’s effective sharing level controls both what it contributes and what it can receive.
Participation is reciprocal: a source is included only when its sharing setting is compatible with the selected model’s scope. New agencies default to Entire CRM, but an agency default or a model-specific override can change the effective level.
See Data Sharing for changing these settings.
AI Recon does not identify the source model or agency and does not give you the source conversation. The briefing can still repeat personal details or short phrases the fan stated, so treat it as sensitive, source-deidentified information rather than anonymous data.
Analysis limits
One generation can analyze:- up to 10 eligible models;
- up to 50,000 messages per model.
Generate and regenerate
- Open the fan’s chat under the correct model.
- In the right panel, open Insights and expand AI Recon.
- Click Run recon.
- Read the result and verify important claims against the live chat.
What a briefing may include
Depending on the available conversation history, AI Recon can organize findings such as:- personal details the fan stated;
- communication style and preferred tone;
- interests and content preferences;
- approaches associated with purchases;
- approaches the fan rejected or ignored;
- phrases that may indicate buying intent.
Language and translation
AI Recon is generated in English. To translate it:- Open the chat’s Translation settings.
- Choose Translate chat to.
- Enable Translate AI fan profile. You can also enable Translate recon from the gear in the AI Recon section; both control the same setting.
Permissions
Permissions are assigned independently of job title. If the section or button is missing, ask the Owner or someone who can manage roles and creator access to check your permission for the selected model.
Troubleshooting
- AI Recon is disabled for this model — Change AI Recon Sharing from Don’t share to Within agency or Entire CRM.
- Not enough data for cross-creator analysis — No eligible shared model conversation has reached 20 parsed messages for this fan yet.
- Scope changed — Wait for the sharing update to finish, then click Run recon again.
- Run recon is missing — You may be able to view results but not generate them.
- The result looks thin or inaccurate — Check the sharing scope and verify the underlying chat. A current result has no on-demand regenerate action; Run recon appears again if AgencyKey marks it stale.