Poppulo Analyze Agent is a conversational AI assistant that helps you explore and understand communication performance quickly and intuitively. Instead of digging through dashboards or building detailed reports, you can request specific insights using natural language, from open and click-through rates to trends over time, audience and department comparisons, and content-level signals. Analyze Agent then retrieves, interprets, and presents the results in a clear, structured way so you can move from data to action faster.

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.

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

2. From the left navigation, 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 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, 

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 'Which is the most viewed email in the month of January', prompts the agent to run the query and display the results. The following images illustrate both the query and its corresponding output.

Additionally, you can queue up to three queries in the prompt area, and the agent will execute them sequentially, providing the results for each.

If you want to run a report for a specific query in the queue, click the arrow icon next to that query. The agent skips the remaining queued queries and runs the report for the selected one.

Before submitting the query, ensure that any earlier prompt results have completed. Otherwise, the agent cancels the in-progress results and runs the report for the currently selected query.
The agent can run a report for only one query at a time.

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

It provides the sources that it used to generate the response to help you validate the responses provided by the agent.

To view the sources,

1. 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.

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 recipient. 
• 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 Delete a Thread

If you wish to delete a thread from the chat area, 

1. Navigate to the thread that you wish to delete.

2. Hover over the three dots and click Delete. The selected thread will be deleted. 

          

How to Rename a Thread

  If you wish to rename a thread, 

1. Navigate to the thread that you wish to rename.

    

2. Hover over the three dots and select Rename.

           The Rename Chat pop window appears.

3. 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”.