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.

Getting Started

Analyze Agent is designed to help users quickly uncover insights from their communication data. You can ask questions in natural language, refine follow-up prompts, and generate visualizations to better understand communication performance and engagement trends.

To get started, try prompts such as:

• “Which communications had the highest click-through rate in the last 30 days?”
• “What themes are driving the most engagement?”
• “Compare engagement trends between departments this quarter.”

For the best results, keep prompts focused and include details such as timeframe, audience, communication type, or metric.

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. 

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.

Writing Effective Prompts

Analyze Agent works best when prompts are clear and specific. Start by describing the outcome you want to understand, then narrow the scope by including details such as timeframe, audience, communication type, or metric.

For example:

• “Compare newsletter engagement across departments in the last quarter.”
• “Show messages mentioning benefits enrollment from the last 90 days.”
• “Which leadership updates generated the highest engagement?”
• See more example prompts >

You can also ask Analyze Agent to summarize trends or recommend improvements. Prompts such as “highlight key insights” or “recommend ways to improve engagement” can help generate more actionable responses.

To improve accuracy, ask one question at a time and avoid vague requests such as “show me the best recent communications.”

Analyze Agent responses are based on the communication data and permissions available to each user. Results may vary depending on available reporting data, communication naming conventions, and the scope of the prompt provided.

 

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 right corner of the visualization.

 

View What Sources the Agent Has Used

Analyze Agent 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.

  

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. 

          

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.

Example Prompts and Use Cases

Analyze Agent helps you explore communication performance, identify trends, evaluate content effectiveness, and uncover insights across channels, audiences, and communication types. You can use it to review leadership communications, analyze engagement trends, optimize future campaigns, and better understand what content resonates with employees.

Use the examples below as starting points and adapt them based on your organization, communication channels, and reporting needs.

Use Case	Example Prompt
Performance metrics	How many total unique opens occurred on my emails in the last 90 days?
Benchmarking vs previous months or quarters	Compare my email clicks for content “X” month on month from April-September 2025
Employee segmentation	Look at my employee segment Department and tell me which department had the most clicks for emails in the last 30 days? Which had the least? How can I re-engage them?
Metric definitions	How do you calculate a click through rate?
Industry benchmarks	What are the Open rate industry benchmarks for the Healthcare industry?
Campaign analysis	What are the most frequent themes during the last quarter?
Campaign reach	What was the reach rate across our campaigns in the last 30 days?
Top-performing campaign content	Show me the top pieces of campaign content that received the most likes last quarter.
Content and communication analysis	Can you tell me what we have communicated about environmental initiatives in our articles from February?
Content length analysis	How do shorter articles compare to longer articles in terms of views and engagement?
Search by phrase	Show me every email since Jan 1 that mentions phishing or security training
Search by phrase	Show me messages in the last 90 days about completing security training to access ChatGPT
Search by phrase	Show me emails in the last 30 days that mention the word Diversity
Search by phrase	Have we communicated about our upcoming acquisition in the last 6 months? Show me messages that mention it
Search by phrase	Pull messages from the last 30 days that include benefits enrollment
Performance analysis	Show me the performance of all messages sent year to date relating to engagement
Campaign performance	Show me the performance of our campaigns in the last 180 days.
Campaign rankings	Provide the top 5 campaign content pieces this year, ranked by unique views.
Campaign analysis	What is the count of unique campaigns in the last year?
Campaign reach	What was the reach of our campaign content in the last 90 days?

Note: Campaign-based prompts require an adequate quantity of existing campaign data in your system to return meaningful results.

 

You can continue refining results with follow-up prompts such as:

• “Break this down by department.”
• “Compare this to the previous quarter.”
• “Summarize the key takeaways.”
• “Recommend ways to improve engagement.”
• “Visualize this as a chart.”

For best results, focus on one question at a time and include details such as timeframe, communication type, audience, or metric whenever possible.