Pulse AI is the built-in assistant that turns your dashboard data into plain, actionable insight. It studies the metrics and flags you've submitted and writes analysis in natural language — so instead of staring at numbers, you get a narrative read on what's driving your scores and what to do about it. This guide introduces the different ways Pulse AI shows up across Fortis Pulse.
💡 Tip — Who can use this Pulse AI features are available to clients on most tiers, with deeper analysis on higher plans. AI interactions draw from your token balance.
Quick reference
| Surface | What it does |
|---|---|
| Executive briefing | An auto-generated overview of your period |
| Pillar deep-dive | A written analysis of any single pillar |
| Copilot chat | Ask questions about your dashboard |
| Auto-advisory | Drafts advisory commentary for your partner |
Where you'll meet Pulse AI
Pulse AI isn't one screen — it appears in several places, each tailored to a different question:
Executive briefing. When you open the Copilot drawer (the floating Ask Pulse button on your dashboard), an executive briefing appears at the top — a short, AI-written summary of how your period is shaping up. You can refresh it to regenerate.
Pillar deep-dive. Open any pillar card on your Executive Overview and click Generate Pulse AI Deep-Dive. Pulse AI writes a focused analysis of what's driving that pillar's score, grounded in your actual submitted metrics. (See our dedicated deep-dive guide for the full flow.)
Copilot chat. The Copilot drawer also has a chat where you can ask questions about your dashboard in plain language — for example, "Why is my Transformation score low?" You can save a helpful chat to your Messages to revisit later. (See our Copilot chat guide.)
Auto-advisory (behind the scenes). When you submit data, Pulse AI can draft advisory commentary for your partner to review and publish. On some plans you'll see this immediately; on others your partner publishes it before you see it.
📝 Note — AI uses your token balance Most Pulse AI interactions cost tokens, which draw from your balance or your tier's included quota. You can check your usage and top up under Settings → Usage & Billing. The auto-advisory draft is a platform service and doesn't cost you tokens.
💡 Tip — AI output is cached Once generated, a briefing or deep-dive is saved for the period — reopening it shows the same analysis until you regenerate. This keeps your costs predictable and the results stable.