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. The Analyze Agent can only access the data that your permissions allow. For example, if you only have access to certain sub-accounts, the Agent will only analyze data related to those sub-accounts.
- From the Home page of your account, click Reports.
- 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. You must also accept Poppulo AI Supplement Terms to use Poppulo AI features.
Upon first use, the Agent will automatically run a query "What are the latest insights and updates?", this is called a Smart Gather. This query reviews communication activity from the past 30 days and responds with a summary of communications performance and other insights such as busiest send times.
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,
- On the Analyze Agent screen, click the Prompt area to enter your query.
- 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.
Visualization
The Agent often responds with charts and other visualizations. You can also prompt the agent to provide you with visualizations that help you better interpret results or to share with others.
If you would wish to download the visualizations, you can click Download on the top corner of the visualization.
To View What Sources the Agent Has Used
To help you validate the responses provided by the agent, it provides the sources that it used to generate the response.
To view the sources,
- Click the Show all button next to the Sources.
The list of all the sources that the Agent used are populated in the
Sources panel that opens on the right-hand side.
- 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.
How to deleted a Thread
If you wish to delete a thread from the chat area,
- Select the thread that you wish to delete.
- Click the three dots and click Delete. The selected thread will be deleted.
How to Rename a Thread
If you wish to rename a thread,
- Select the thread that you wish to rename.
- Click the three dots and select Rename.
The
Rename Chat pop window appears.
- Enter the name and click OK to rename the thread.
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”.
