Use Analytics agent to get the insights you need from your email campaign data through conversation.
The agent uses your email campaign data and reporting metrics when it generates answers, summaries, and charts.
Learn more in Analytics agent overview.
Private preview
This feature is currently in private preview, and isn't available to all users. Contact your Customer Success Manager to request access.
Before you start
Agents store the information you enter during conversations so we can improve and enhance their performance over time.
Learn more in Dotdigital and AI: Frequently asked questions.Agents store the information you enter during conversations so we can improve and enhance their performance over time.
Analytics agent uses AI to generate recommendations and outputs. AI-generated outputs could be inaccurate, incomplete, or inappropriate for your use case. You must review and approve all suggested outputs before using them. Learn more in Get started with Dotdigital AI.
Required permissions
To use this feature, you must have the following user permissions:
Dotdigital AI
Analytics
Reporting drill down
Open Analytics agent and ask a question
In Marketing, go to Analytics > Reports, then select the Email reports tab.
Select the AI icon
.
Analytics agent opens in the side panel.Enter a prompt or select a suggested prompt.
Review the answer, summary, or chart.
Enter follow-up prompts to refine the results.
Control the agent using the icons in the side panel:
Restart chat icon
Clears the current conversation and context.Close icon (X)
To open it again, select the AI icon.
Your conversation stays in the side panel when you close the agent or log out. To start a new conversation, select Restart chat.
To download a chart or view it at a larger size, select the menu icon in the top-right corner of the chart, then select one of the following:
Enlarge chart
Download PNG image
Download SVG image
Download PDF document
Example prompts
Work with Analytics agent using conversational prompts to explore your email campaign data. It supports follow-up questions, so you can review and refine results through conversation.
Summarise campaign performance
Get a quick overview of how a campaign or group of campaigns performed, without opening each report.
Example
Summarise the performance of my last email campaign.Refine further
Compare it with the average for my campaigns sent in the last three months.Advanced example
Summarise how my newsletter campaigns performed last quarter. Include opens, clicks, and unsubscribes, and highlight the three best and three worst campaigns by click rate.
Analyse trends
See how your email performance changes over time, and find patterns across your campaigns.
Example
How has my open rate changed over the last six months?Refine further
Break that down by month.Advanced example
Show the monthly trend in click rate for my promotional campaigns over the last year, and tell me which months were above and below average.
Detect anomalies
Find results that are significantly different from your usual performance for that metric and time period, such as a sudden drop in click rate or an unusual spike in unsubscribes, so you can investigate them.
Example
Were there any unusual results in my campaigns last month?Refine further
Which individual email campaign had the biggest drop in click rate compared with the previous campaign, and when was it sent?Advanced example
Check my campaigns from the last 90 days for any unusual spikes in bounces or unsubscribes, and list the campaigns where they happened.
Ask questions about your data
Ask specific questions about your campaign data and get a direct answer.
Example
How many campaigns did I send last month?Refine further
Which of those had the highest click rate?Advanced example
Are a small number of campaigns driving most of my clicks or revenue?
Create charts and visualisations
Turn your campaign data into charts, without exporting it or building the charts yourself. You can use the agent to create line, bar, column, pie, and area charts of your campaign data.
Example
Create a chart of my open rate over the last 12 months.Refine further
Add click rate to the same chart, and show open rate in blue and click rate in green.Advanced example
Create a bar chart comparing the click rate of my last 10 campaigns, and sort them from highest to lowest.
Improve your results
To get the most out of Analytics agent, treat it as a collaborative assistant. Guide it clearly and refine outputs through conversation.
Be clear and specific
Name the campaigns, metrics, or date range you want to analyse. Specific instructions make it easier for the agent to give you useful results.
Instead of: Show me some data.
Try: What was the average click rate for campaigns I sent in the last 30 days?
Include a date range Tell the agent which period to analyse, such as last month, the last 90 days, or between 1 June and 31 August. If you don't include a date range, the agent uses:
your 100 most recent campaigns for summaries
up to your 50 most recent campaigns for trends and metric analysis
the send date of the campaign, if you name a specific campaign
Iterate and refine Analytics agent supports back-and-forth interaction. Build towards the insight you need step by step, instead of aiming for a perfect first prompt:
Start with a general question.
Follow up to narrow down or compare.
Ask for a chart when you want to see the data visually.
Review generated outputs carefully The agent calculates figures from your campaign data, but it might interpret your question differently from what you meant, for example, by using a different date range or set of campaigns. Check important figures against your campaign reports before you share them or make decisions based on them.
Treat explanations as a starting point The agent can point out patterns and possible causes, such as a change in send time or subject line. Use your own knowledge of your campaigns to decide what actually caused a result.
Stay within scope Analytics agent is designed to analyse email campaign data. For best results, use it for questions about your email campaigns and their performance.
To build segments, use Segment agent.
To write or improve campaign content, use Content agent.