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Smart Insights settings

2 min read

Settings → Smart Insights controls when insights are generated, how losses are valued, and how you are notified.

Automatic generation #

Automatic generation settings: enable, generation frequency, analysis period, processing profile and scheduler status
Automatic generation and the scheduler status.
SettingRecommendedNotes
Enable automatic generationOnKeeps insights fresh in the background. Otherwise they refresh when you open Smart Insights.
Generation frequencyDailyRuns after the daily aggregation (early morning, site time).
Analysis periodLast 7 daysThe window the scheduled run analyses. Manual refresh uses the period you pick on screen.
Processing profileGentleSmall work items spaced out, for shared hosting. Faster profiles suit dedicated servers.

The Scheduler status box shows the next kickoff, the cycle status, the queue progress and the last completion.

Value of one conversion #

Value of one conversion with amount and currency
Used to value losses when WooCommerce data is not available.

Enter what one conversion (a lead, a sign-up) is worth and the currency. Smart Insights shows an amount “at risk” only for a funnel that ends at the checkout with at least 20 orders over the period (using your real WooCommerce order value, which takes precedence), or for a form priced with this value. Other problems show the visitors they lose.

Notification launcher #

Global notification launcher: enable, default behaviour, priority threshold, period, locked Pro previews; personal launcher state and recovery controls
The launcher shown on WordPress admin pages.
  • Enable Smart Insights notifications – a small launcher appears on admin pages when new signals arrive.
  • Default launcher behavior – full launcher with unread badge, compact side point, or only on Opti-Behavior pages.
  • Notification priority threshold – for example High and Critical only, to avoid noise on busy sites.
  • Notification period and locked Pro previews (free version).
  • My launcher state / Recovery controls – restore the full launcher, move it to the side, or clear your unread badge.

Expected result #

Insights refresh on schedule, losses are valued the way you want, and notifications appear only at the level you chose.

FAQ #

Smart Insights is empty. #

Generation needs data: first insights come after about 100 visits. Click Refresh insights on the Smart Insights page.

The launcher covers my screen. #

Switch it to compact side mode, or show it only on Opti-Behavior pages.

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