> ## Documentation Index
> Fetch the complete documentation index at: https://agencykey.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights Panel

> Fan profile, creator-specific spending, shared statistics, lists, notes, and PPV history

Open a fan's chat and use the right-side **Insights / PPV** panel to understand the current conversation without leaving it.

<Warning>
  The panel always starts from the model selected in the left sidebar. Creator-specific values, editable profile data, lists, and OnlyFans actions belong to that model. Check the model before changing anything.
</Warning>

## Panel tabs

| Tab          | What it contains                                                                                                   |
| ------------ | ------------------------------------------------------------------------------------------------------------------ |
| **Insights** | Fan profile, subscription, chat/shared statistics, lists, Notes, Chat Summary, and AI Recon available to your role |
| **PPV**      | Paid messages exchanged with this fan, including price and purchase state                                          |

The panel can be collapsed to free space for the conversation. Insights sections can be collapsed and reordered. Drag the lower edge of **Notes**, **Chat Summary**, or **AI Recon** to change that block's maximum height. Sections and controls that your role cannot access are hidden.

## Fan profile

The profile area can show:

* subscription state and renewal/expiration information;
* fan name or custom nickname;
* country, state/region, and location;
* local time calculated from available location data;
* last online time;
* birthday;
* traffic source.

Editable fields open their own selector or editor. Changes apply to the active model's fan record and are visible only to users with the corresponding access.

<Tip>
  Set the country or region when it is known. The local-time field then makes it easier to contact the fan at a reasonable hour.
</Tip>

### Traffic source

Traffic source records where the fan came from. Choose an available source or, when your role permits, create a custom source for a campaign.

Do not infer a source from conversation style alone. Leave it unknown when the fan or campaign data does not provide one.

## Subscription

The subscription badge can show:

| Status       | Meaning                                        |
| ------------ | ---------------------------------------------- |
| **Active**   | The subscription is active with rebill enabled |
| **Expiring** | The subscription is active but rebill is off   |
| **Expired**  | The subscription has ended                     |

Dates and duration come from the current model's OnlyFans data and may update after the next refresh.

## Chat Stats

**Chat Stats** are lifetime values for this fan with the current model.

| Stat               | Meaning                                               |
| ------------------ | ----------------------------------------------------- |
| **Total Spent**    | Known total spent with this model                     |
| **PPV Paid Rate**  | Share of offered paid messages that the fan purchased |
| **Avg Purchase**   | Average known purchase amount                         |
| **Chat (PPV)**     | Known amount spent on paid chat content               |
| **Tips**           | Known tips to this model                              |
| **Last Purchases** | Most recent recorded purchase activity                |

A missing or zero-looking value is not always proof that the fan never paid. Data may still be syncing, unavailable for that metric, or outside the source used by the panel.

## Agency and Global Stats

When permitted, the panel can also show source-deidentified aggregate signals contributed by other participating models:

* **Max Spent**;
* **Avg. PPV Price** and **Max. PPV Price**;
* **PPV Paid Rate** across models;
* **Peak Buying**;
* **Favorite Content** and **Favorite Topics**;
* **Preferred Tone**.

This section uses **Platform Stats Sharing**, independently of **AI Recon Sharing**. The heading tells you which scope is active:

| Sharing level     | Scope shown                                                             |
| ----------------- | ----------------------------------------------------------------------- |
| **Don't share**   | Shared values are masked and a banner explains that sharing is disabled |
| **Within agency** | Eligible participating models in the same agency                        |
| **Entire CRM**    | Eligible participating models across the AgencyKey platform             |

New agencies default to **Entire CRM**, but the agency default or a model override may change it. Participation is reciprocal and the source model/agency is not identified. See [Data Sharing](../accounts/data-sharing).

<Note>
  Chat Stats and shared statistics answer different questions. **Chat Stats** are about the selected model; **Stats by agency** or **Global Stats** use only the source-deidentified pool allowed by the selected model's sharing level. The source model and agency are hidden, but the result remains tied to the fan in the current chat.
</Note>

## Non-paying signal

When enough shared purchase/activity data is available, AgencyKey may show **Non-paying** instead of a cross-model maximum. The chat filter is named **Hide non-paying**.

This is a prioritization signal based on available cross-model behavior, not a fact about the fan's finances or a promise about future purchases. It can be absent when shared statistics are disabled or insufficient.

<Warning>
  Do not automatically refuse service or make personal claims because of the Non-paying signal. Combine it with the current conversation, current-model payment history, and your agency's policy.
</Warning>

## Lists and Smart Lists

The panel can show the custom lists and Smart Lists associated with the fan.

* Use **Add to list** to add the fan to a regular list.
* Remove a regular-list chip when the fan no longer belongs there.
* Smart List membership is calculated from that list's rules; change the rules in Smart List settings instead of treating the badge as a manual tag.

Available lists and actions are scoped to the selected model and your permissions.

## Notes

Notes store team context that the fan does not see.

* Maximum length: **5,000 characters**
* Changes save when you leave the field

Use notes for confirmed preferences, dates, boundaries, or handover context. Separate facts from guesses, especially when copying information from AI-generated tools.

After a connection problem, reopen the chat and confirm that an important note persisted before relying on it for handover.

If you can translate chats, open the section gear and enable **Translate note**. AgencyKey shows a translated copy using the chat's **Translate chat to** language while the original note remains editable.

## Chargeback warning

A **Frequent chargebacks** banner can appear when recorded payment disputes are significant enough to trigger the warning.

Treat it as a prompt to review the fan's payment history and follow your agency's risk policy. The banner does not replace checking the current transaction or OnlyFans status.

## PPV tab

The **PPV** tab shows paid chat messages for the active model and fan. Depending on the message, you may see:

* text and media preview;
* price;
* paid or unpaid state;
* send date.

A message scheduled in the OnlyFans queue is not yet a sent chat message, so look for it in **Scheduled Messages** until it is delivered.

## Permissions

Typical controls are separated into permissions for:

| Area                                         | Access that may be required                                            |
| -------------------------------------------- | ---------------------------------------------------------------------- |
| Open the chat and Insights panel             | View the model and messages                                            |
| Edit nickname, location, birthday, or source | The corresponding OnlyFans/profile edit permission                     |
| View or edit CRM notes                       | **View notes** / **Edit notes**                                        |
| Translate a CRM note                         | **Translate chat**                                                     |
| View shared statistics                       | **View platform stats** and a sharing level other than **Don't share** |
| Manage lists                                 | List viewing/editing access                                            |
| Open PPV details                             | Message and paid-content access                                        |

If a section is missing, check both your role and the selected model's sharing/access settings.

## Troubleshooting

* **Shared values are masked or the section is missing** — **Don't share** masks the values; missing **View platform stats** access hides the section; an enabled scope may still have no eligible shared data.
* **A value differs from another model** — Creator-specific totals and sharing scopes are intentionally isolated.
* **A note did not persist** — Keep a copy of the text, check your connection and permission, then enter it again and leave the field to save.
* **A PPV is not in the chat** — If it was scheduled but not sent yet, check the OnlyFans **Scheduled Messages** queue.