Guideline has launched a major upgrade to its AI Agent, introducing fully customizable dashboards that transform one-off conversational queries into persistent, collaborative workspaces. Backed by over $170 billion in verified annual advertising investment data, the new capability enables media analysts, planners, and commercial teams to maintain continuous market visibility and accelerate decision-making in a fragmented advertising ecosystem.
Traditional conversational AI tools often end with a single response, forcing analysts to rebuild context for follow-up questions. Guideline’s new dashboards solve this by allowing users to save insights directly from AI Agent conversations into structured, editable workspaces. Teams can now pin charts, adjust filters, resize visuals, and continue chatting with the agent—all while retaining full context and leveraging always-current transactional data.
This seamless transition from ad-hoc questions to ongoing analysis addresses a critical pain point: analysts increasingly spend more time gathering data than acting on it. By extending the AI Agent beyond isolated interactions, Guideline creates a scalable intelligence layer that keeps market intelligence continuously accessible and actionable.
"At Guideline, our product strategy is anchored on addressing of our customers' needs and understanding the pressure they face to deliver clear insights in an increasingly fragmented media landscape. Our new Customizable AI Agent Dashboards innovation provides teams the ability not only to generate powerful insights, but to ensure those insights are organized, validated, shareable and actionable," said Vincent Mifsud, CEO of Guideline.
"From the outset, we designed this feature to feel less like a tool and more like a seamless extension of the user's thinking," said James Venn, Senior Product Director at Guideline. "Every design decision—from pinning charts to interacting with the agent—focuses on reducing friction and sharpening clarity. With dashboards that persist beyond a single conversation, teams can integrate AI-generated insights directly into their highest-impact workflows. Analysts can identify trends faster, planners can model budgets with greater precision, and commercial teams can craft smarter strategies using always-current investment data without ever losing context."
The enhancement reinforces Guideline’s position as a trusted authority on media investment intelligence, delivering structure, speed, and collaboration to modern advertising analysis.
About Guideline
Guideline, a leading provider of advertising data and planning technology, is the industry's most trusted authority on media investment and intelligence. Formed through the acquisitions of Standard Media Index, SQAD, and Lumina, Guideline delivers real-time spend data, modern planning tools, and customer-centric service to support the evolving needs of today's marketing, media, and investment professionals.
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