Please note: This feature is available in closed beta.
Generative AI Insights empowers you with insights on your marketing plan in seconds.
Rather than spending time analyzing your data or relying on BI teams for insights, simply ask OptiGenie anything using natural language prompts.
The conversational interface is powered by Large Language Models. An LLM is a powerful Machine Learning model trained on a vast collection of data on the internet to try and identify and create natural language patterns. The LLM is connected to your campaign data, enabling you to ask any questions about your campaigns, Target Groups, and KPIs.
Using OptiGenie to unlock the power of your data, you can measure the success of your campaigns, influence future strategies, and demonstrate your marketing impact faster than ever.
How to Use
- You can access Generative AI Insights from the top toolbar
- Start asking OptiGenie anything!
3. Ask OptiGenie for data visualizations
You can also ask OptiGenie to deliver insights as a data visualization. For example, ask OptiGenie to display your data in a table or plot it in a graph.
Click on the data visualization to enlarge it, and even edit the graph to look at specific data points.
Use Cases
OptiGenie can answer any question regarding campaign details, campaign performance and KPIs, and target groups, meaning the possibilities are endless! But here’s a bit of inspiration:
Identify top-performing campaigns
To plan future marketing strategies, marketers can leverage OptiGenie to quickly identify campaigns that have performed the best in their marketing plan.
Rather than filtering through Mission Control or running SQL queries, you can ask OptiGenie:
Which are my top 10 performing campaigns in the last year?
Now, you can analyze campaigns with the highest increase to better understand what campaigns resonate with your customers.
Analyze the performance of VIP programs
Setting up effective VIP programs is a key strategy to maximizing loyalty, meaning it’s important to focus on analyzing and optimizing your VIP campaigns for maximum impact.
To do this, ask OptiGenie:
Can you plot in a chart the performance of VIP campaigns in the last quarter, in terms of Increase in Net Revenue?
By analyzing the chart, you can see which campaigns performed well and use these insights to improve future campaigns.
Please note
We recommend checking the accuracy of OptiGenie’s response for QA purposes.
In this use case, OptiGenie will identify any Target Group that contains ‘VIP’ in the name, including ‘Non-VIP’ Target Groups.
To QA your results, ask OptiGenie which Target Groups are included in the analysis. If ‘Non-VIP’ Target Groups are included, ask OptiGenie to exclude them and the chart will be modified for you.
Compare campaigns year-over-year
As you reach the end of the year, it’s important to look back into the past and understand how your previous strategy performed.
By analyzing the performance of different campaigns year-over-year, you can gain valuable insights and identify areas for improvement to drive better results.
For example, you may run a Free Shipping campaign to your churned customers in the hopes of getting them to reactivate. However, as markets change and customer preferences evolve, it’s important to measure how your churned customers respond to different incentives. To track the performance of these campaigns, simply ask OptiGenie:
Can you plot on a chart the response rate of free shipping campaigns between 2022-2023?
You can then present these insights to your teams and start planning next year’s strategy.
Best Practices
To get the most out of OptiGenie, here are some best practices to help you perfect your prompts:
- Be specific: OptiGenie can provide your insights using different visualizations. To gain the most relevant insights for you, specify the desired timeframe, preferred types of campaigns, and formatting.
- QA your answers: To ensure OptiGenie has correctly interpreted your prompts, ask follow-up questions to ensure the accuracy of its response. For example, when asking to visualize data from a group of campaigns, ask OptiGenie to list out the Target Groups included in the analysis. If irrelevant Target Groups are included, ask OptiGenie to exclude them.
- Provide context: Occasionally, OptiGenie may require additional context to deliver precise insights. The more details you can provide to OptiGenie, the better! This way you can get a more comprehensive analysis and generate the most valuable insights for your marketing strategies.
FAQs
Is PII protected when using OptiGenie?
We know protecting customer data is a key concern and Optimove is committed to safeguarding your data.
OptiGenie’s LLM is integrated with OpenAI, enabling you to interact with OptiGenie using natural language prompts. This integration is managed in a secure and privacy-compliant way, ensuring no PII data is shared. Any data values shared with OpenAI are aggregated to ensure they cannot be traced back to an inidivudal customer.
To learn more about how Optimove complies with GDPR, read here.
Can I gain insights into real-time campaigns?
OptiGenie provides you with insights on any campaign, both scheduled and real-time.
The databases that power OptiGenie are updated daily, meaning you can gain insights into real-time campaigns using data updated up to the previous day.
Does OptiGenie remember chat history?
OptiGenie is able to retain conversational history to gain more context to your questions.
For example, you can ask OptiGenie the following questions consecutively:
- What was the response rate for plan 2337?
- What is the increase in net revenue?
- Is that increase significant?
Can I ask questions in different languages?
Yes, OptiGenie can answer in different languages.