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An investigation is a deep dive. You trigger it when something in your data needs explanation: a ROAS drop, a spend anomaly, a funnel change, or any question that does not have an obvious answer. ClickBoss pulls the relevant data across your connected platforms, runs the analysis, and walks through its diagnosis step by step. You see the work as it happens.

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When to use an investigation

Your morning briefing surfaced a Risk signal. Clicking Investigate on the card opens a full investigation into that specific issue, with the alert context pre-loaded.
Ask something in plain English. For example: “Why did my blended CPA go up this week?” or “Which ad sets are pulling down my Meta performance?” ClickBoss runs the analysis and returns a structured answer.
Sensor playbooks surface findings in your briefing. If a finding needs more context, launch an investigation from it to drill down.

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How an investigation runs

When you start an investigation, ClickBoss shows you the process live:
  1. Connecting platforms — identifies which integrations are relevant to your question.
  2. Cross-referencing data — pulls the specific metrics and time ranges needed.
  3. Building diagnosis — correlates signals across platforms to isolate the cause.
  4. Generating recommendations — returns what the data says and what you should do next.
You can watch each step as it happens. Most investigations complete in under a minute.

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Where to start an investigation

Entry pointHow it works
From an alertClick Investigate on any Risk, Growth, or Forecast card
From an insightOpen a saved insight and click Investigate for a follow-up
From chatType your question into the chat on your project dashboard
From a playbook resultOpen a playbook finding and launch a deeper investigation

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Investigations vs Playbooks

Both use live data and return structured answers, but they serve different purposes:
One-off deep dive triggered from a specific alert, insight, or question. Pre-loaded with context. Best when you need to understand why something happened.
If an investigation turns out to be something you would want to run regularly, save it as a playbook when you are done. See Run a playbook for how.

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Credit usage

Investigations use action credits. The number depends on the depth of the analysis and how many platforms are queried. You see the estimated cost before the investigation runs. See Action Credits for more.

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Next steps

Insight Vault

Every investigation is saved automatically. Find past ones in your vault.

Playbooks

Turn a useful investigation into a reusable playbook.