Metadata Analyst Agent

Introducing Metadata Analyst Agent!

With the Metadata Analyst Agent, you can ask questions about specific datasets, such as Campaign Performance, Budget Group Pacing, Multivariate/Cohort Reports, right within the platform. This powerful tool enhances your data exploration capabilities and streamlines your decision-making process. Let's explore how you can make the most of this feature.

 

Key Features

1. Ask Questions about Your Datasets

The Analyst Agent makes it easy to inquire about specific datasets on the platform:

• Campaign Performance: Dive into your campaign data and extract valuable insights.
  • Which campaigns performed the best last year?
  • Which campaigns generated the most pipeline last year?
• Budget Group Pacing: Understand how your budget is being utilized across different groups.
  • Which budget group generated the most pipeline last year?
  • How are budget groups pacing?
• Multivariate/Cohort Reports: Analyze the performance of various variables in your campaigns.
  • Which ads, audiences, offers performed the best last year?
  • Which ad type performed the best this month?

Don't forget to select either thumbs up or down to let us know if the response was helpful!

2. Adjust Timeframes for In-Depth Analysis

A powerful tip for maximizing the Analyst Agent's capabilities is to adjust the timeframe in your questions. You can use natural language to specify different time periods, such as:

• "What are my top-performing campaigns last month?"
• "Show me the budget pacing for this month."
• "How did LinkedIn from last year perform?"

This functionality allows for flexible analysis based on the period that matters most to your inquiry.

3. Favorite Your Important Chats

The AI Agent allows you to favorite specific chats. This feature is particularly useful for:

• Saving crucial insights for quick access in the future.
• Keeping a record of frequently asked questions for easy retrieval.

You can favorite a chat by either selecting the title of your chat or selecting the 3 dots next to a chat and selecting the option for Favorite.

4. Popout Analyst Agent for Seamless Access

To ensure that you have access to insights wherever you are on the platform, we have introduced the Popout Analyst Agent. This feature provides the flexibility to:

• Access the Analyst Agent from any screen within the platform without having to navigate away.
• Keep the Analyst Agent readily available for instant data inquiries as you work.

Getting Started with the Analyst Agent

1. Access the Analyst Agent: Navigate to the Analyst Agent tool within the platform. For quick access, you can also use the popout feature to have the Analyst Agent window available on any page.

1. Ask Your Questions: Type in your data-related questions using natural language or select from any of the suggested questions available if you are unsure what to ask!
2. Explore Insights: Review the Analyst Agent's responses and delve deeper into your data with follow-up questions if needed.
3. Favorite Key Conversations: Save important chats by clicking the star icon, ensuring these insights are easily accessible when needed.

For further assistance or any questions about the Analyst Agent feature, please feel free to contact our support team at [e-mail]