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The AI Insights Agent​ Feed

ben_t
  • Updated
OptiBot is the first customer relationship management (CRM) optimization bot that continuously scans your Optimove environment and campaigns to uncover proactive insights hidden in your data. OptiBot generates a feed that displays insights and recommendations to help you optimize your marketing with the click of a button.
 
Specifically, AI Insights Agent​ (formerly Optibot) helps you do the following things:
  1. Identify valuable opportunities in your data
  2. Decide on the best marketing actions with which to pursue those opportunities
  3. Measure performance over time
  4. Maximize the utilization of Optimove’s capabilities

optibot.png

 

OptiBot scans your model and marketing plan as part of the Batch Data Update. During this process, OptiBot identifies new insights and validates existing ones already present in your feed.

 

OptiBot analyzes a wide range of data with different parameters to ensure that only highly relevant insights are shown. For example, OptiBot will only suggest dropping a poorly performing action from an A/B campaign in favor of a clear winning action if sufficient data has been accumulated and the campaign is scheduled to run more times. Thus, dropping the losing action will have a small or no impact on future marketing plan performance. Also, OptiBot will only report that an AI Offer Decisioning Agent​ campaign has shown significant improvement if it detects a consistent upward trend and not a short-term improvement that may only be temporary.
 
As a result of the Batch Data Update, OptiBot:
  • Adds new insights to the feed
  • Removes previous insights that are no longer valid
  • Removes outdated insights from the feed (typically after 10 days)
  • Archives older insights (typically after 10 days)

How To Access OptiBot

You can access OptiBot via the navigation bar, or if you want to get insights into the context of your campaigns, you can use OptiBot in Mission Control. 

To do this, select the Optitbot notification above the campaign list. This will automatically filter your Mission Control view by campaigns with OptiBot cards.

optibot1.png

To view the relevant OptiBot card, you must first add the OptiBot column under the 'Metrics' Section. 

You can then click on the blue icon in the OptiBot column to see the card. 

Screenshot

 

Working with OptiBot

OptiBot generates several types of insights, some improving the performance of individual campaigns and others boosting the performance of your overall marketing efforts. Some types of insights are only informative (e.g., the Uplift Report for the AI Offer Decisioning Agent​ (formerly Self-Optimizing Campaigns), which notifies you about a significant uplift result found in one of your AI Offer Decisioning Agent​ campaigns), while others focus on suggestions for making specific changes to campaigns.

 

All insights can be ordered by importance, displaying the most valuable information for your marketing plan first, or by creation time, showing the most recent highlights at the top.

 

Most of the insights are actionable and can easily improve your marketing plan by using a combination of automatic changes and user-selected definitions. Clicking the action button on an insight card instructs OptiBot to make the changes suggested in the selected card. These changes can include creating new target groups, adding new campaigns, changing group priorities, and canceling poor-performing campaigns or actions.

 

For example, OptiBot found that action B is performing significantly better than action A in a certain A/B campaign and thus recommends dropping the losing action entirely to maximize the overall campaign’s performance.

 

 
In the picture above, you can see how OptiBot will stop the original campaign and create a new campaign with action B alone, inheriting all the other original campaign settings (duration, recurrence, channel, etc.). 
 
Once OptiBot has made all the relevant changes in Optimove, the insight card will appear like this:
 
 
 
OptiBot will archive all implemented insight cards. They will remain in the "Archive View" for a few weeks if you want to refer back to them.
 
You can mark insights of particular interest by clicking on the star icon at the top of their cards. Starred insight cards will remain in your feed until you decide to implement or dismiss them. You can use the "Show Starred" option to view only your starred insight cards.
 

OptiBot Card Statuses

 The status of an OptiBot card is determined based on age and relevance.
  • New – A card that was created within the past 10 days
  • Starred – A card that was marked starred by a user
  • Archived – An unstarred card that was created more than 10 days ago
  • Outdated – A card that was created within the past 10 days but that is no longer relevant (e.g., the campaign it mentions has no more recurrences)
  • Removed – A card that was created more than 90 days ago and/or that is no longer relevant (e.g., the target group or cluster it mentions no longer exists)

The Predicted Incremental Value of Insights

OptiBot estimates the incremental value expected from each suggested action. This increase is indicated at the top of the card as “Potential Increase” to assist you in evaluating OptiBot's insights and prioritizing which ones to focus on first.
 
Potential Increase figures represent the predicted monetary increase that the recommended action will provide based on an analysis of campaign performance.
 
The Potential Increase metric is currently only available for two insights (“Drop the Losing Action” and “Focus on Best Responders”), but more insight cards will soon feature this information.
 
 
Remember that campaigns classified as Technical or Lookalike (determined by their action type) will be excluded from the OptiBot daily scan so that no insights will be generated based on those campaigns.  In addition, you can contact your Customer Success Manager (CSM) to make some adjustments to the types of cards that appear in your OptiBot feed.
 
Make sure to go through your OptiBot feed regularly to gain important insights and actionable recommendations to optimize your marketing plan.

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