Understanding the Two AI Assistants Inside the MLB Matrix
The MLB Matrix includes two powerful AI widgets, each designed for a different purpose. Knowing the difference helps you get the most out of your data, your campaigns, and your overall CRM workflow.
1. Dashboard AI — Your Data-Driven Analyst
This AI lives inside your main Dashboard and is connected directly to your real metrics.
What it does:
Summarizes your dashboard data instantly
Answers questions about financials, revenue, or lead performance
Breaks down campaigns, funnels, and ROI
Helps you understand trends without manually digging through reports
Best for:
“How much revenue did we generate this month?”
“Which campaign brought in the most leads?”
“What’s my current cost per acquisition?”
“Summarize my performance for this week.”
It’s your AI business analyst, built specifically to interact with your real numbers.
2. Global AI — Your All-Purpose Assistant
This AI appears on any page inside the CRM and behaves like a knowledgeable guide.
What it does:
Answers general questions about best practices
Helps with CRM tasks (pipelines, automations, campaigns, etc.)
Provides explanations, ideas, and how-to steps
Uses deep knowledge of your business to offer accurate support
Assists with writing, planning, and operational workflows
Best for:
“How do I build a new automation?”
“Write me an SMS follow-up.”
“Explain how to track leads through my pipeline.”
“What’s the difference between these services again?”
It’s your AI help desk + strategist, available everywhere.
