The Poppulo Analyze Agent is a conversational AI assistant designed to help you explore and understand your internal communication data quickly and intuitively. Rather than manually navigating dashboards or compiling intricate reports, users may request specific insights using natural language—such as open and click-through rates, temporal comparisons, or departmental performance metrics. The Analyze Agent will subsequently retrieve, interpret, and deliver these insights in a clear and structured format.

To Access the Analyze Agent 

The Analyze Agent is available at both Enterprise and Sub-Account level. Based on user permissions, the access is provided to Analyze Agent. For example, if you only have access to certain sub-accounts, the Agent will only show data you are allowed to see. 

1. From the Home page of your account, click Reports. 

2. From the left Navigation page, select Analyze Agent.

Note: It is mandatory that "Advanced Reports" is enabled in your account to access the Analyze Agent. 
Upon first use, the Agent will automatically run a query "What are the latest insights and updates?", this is called a Smart Gather.  

To Start a New Query 

You can run multiple queries in the Analyze Agent based on your requirement. To start a new query in Analyze Agent, 

1.  On the Analyze Agent screen, click the Prompt area to enter your query.

2. Type your query into the Prompt area. For example, entering 'Show me the most viewed email of the month' prompts the agent to run the query and display the results. The following images illustrate both the query and its corresponding output.

 

To View Results and Visualizations 

The visualizations in the results or conversations are quite small. You can click and expand it to view easily. 
You can also scroll and swipe through it to see all the different key metrics. If you would wish to download the visualizations, you can click Download on the top corner of the visualization.

Citations

You can see all the citations that highlight what sources the Agent is using. In the following example, you can notice that there is only one source where the Agent got the information.



When you click it, you will see complete detail of how agent managed to get the information. You can also see how it calculated the data and it also gives results summary at the end.

How the Analyze Agent Works 

Each time you login to the account and click Analyze Agent, it triggers the agent to 'Generate Insights' so that gathering insights will happen every time as a first step. During this process, if you move to a different tab and come back, it will take you to where you had left off last. If you log out and come back, then it will generate insights again. 

Thinking 

The Agent begins by thinking. While it's thinking, it provides all the details and all the thought processes that are considered. It also generates some visualizations for you in the background. It populates all of the visualizations once the reasoning process is finished generating the answer.



These visualizations are generated as part of the response so that you can read through all the response, all the details that the agent provides and you can cross verify with the visualization step provided.

Reasoning

If you are interested in viewing the reasoning process, click on the drop down beside Reasoning complete. You can view the thinking and reasoning process of the Agent.

Sources

At the top of the answer, you see the source from where the information is gathered. To view the sources,

1. Click the Show all button next to the Sources.

2. Click the source to view the details in a Pop-up window. You can click Copy to copy the information to clipboard.

Export and Copy 

At the bottom of the result or conversation, there are options to export and share information. 

• Copy - allows you to copy the information to clipboard
• Email - allows you to share the information via email with other recepient. 
• Download - allows you to download the information. By default, the file is downloaded in Marked Down format. However, you can view the file in either Word or PDF format.

  

Agent Engagement Example

The Agent offers to engage you in conversation by asking questions relevant to your data. 
In this example, the Agent asks if you would like to know more about your top performing campaigns.
When clicked on, it's going to give you a complete insight of your top performing campaigns for the last 30 days while also comparing April with March.
It gives you detailed key metrics such as:

• Sends
• Total Opens
• Total Clicks
• Likes
• Comments.

It also provides your top performing campaign. It gives you complete insight and also visualizations that have been generated for that data.

Best Practices and Tips 

• Be specific in your question: mention exact metric (unique opens, total clicks), specific channel, time frame. This helps the Agent give more precise results.  
• Use consistent naming conventions for sub-accounts or departments so the Agent knows what you mean.  
• Avoid combining too many questions in one prompt. If you ask for several different comparisons, the Agent may struggle or return something less clear. Better to break into separate prompts.  
• Specify the format you want if important: e.g., “give me a bullet-point summary,” “show me a graph,” “compare Q1 vs Q2”.