Prompt Playbook: Insight Agent
A structured guide to strategic, operational, and performance analysis using the Insight Agent.
Overview
This playbook is a curated set of tested query templates that enable deeper strategic analysis with the Insight Agent. Each template is derived from the top successful queries used by our enterprise customers in live environments.
Strategy & Scenario Planning
Focus: Validating plans, schedules, and strategic decisions. Reach for these when you want to know whether a strategy, timing plan, or campaign decision is working.
Strategy Validation — 'IS THIS WORKING' test
After launching a new content calendar or fixed schedule, to understand how users engage across time slots.
IS THIS PLAN WORKING? Starting [Date], we used a fixed [Channel] schedule:
- 7:00 AM: [Content Type A]
- 12:00 PM: [Content Type B]
- 8:00 PM: [Content Type C]
Analyze the performance of this schedule since launch.
Are users engaging with the morning or evening slots more?IS THIS PLAN WORKING? Starting January 15, 2026, we used a fixed Email schedule:
- 7:00 AM: Product Education Tip + Quick Win
- 12:00 PM: Personalized Offer / Deal Drop
- 8:00 PM: Social Proof (Reviews/UGC) + CTA
Analyze the performance of this schedule since launch.
Are users engaging with the morning or evening slots more?Anomaly Investigation
When you see a sudden spike or unexpected change and want to know whether strategy or chance drove it.
Revenue hit a peak of [Number] on [Date] (from a 0 baseline).
This correlates with the [Campaign Name] send.
Was this luck, or did a specific segment drive this? Analyze the correlation.Revenue hit a peak of INR 12,50,000 on December 28, 2025 (from a 0 baseline).
This correlates with the New Year Mega Sale - VIP Early Access send.
Was this luck, or did a specific segment drive this? Analyze the correlation.Retail & E-Commerce
Focus: Funnel leaks, revenue attribution, and forecasting.
Finding Revenue Leaks
When campaigns drive clicks but fail to convert.
For each channel (Email, SMS, WhatsApp), identify the single campaign with
the highest Click-Through Rate but the lowest Conversion Rate in [Month].
What are the possible reasons for this drop-off?QBR Comparison Table Generator
When preparing monthly or quarterly business reviews.
Create a comparison table for [Month A] vs [Month B] across all channels.
Show channel-wise engagement metrics, then a text summary of what worked
and what didn't. Finally, provide 3 strategic recommendations for [Next Month].Predictive Performance Analysis
Before launching a campaign or allocating budget.
Based on past data, predict the potential performance of a campaign with
similar attributes to our best-performing [Sale Name] campaigns.
What is the expected Open Rate range?Banking, Finance & Insurance
Focus: Risk detection and goal validation.
Risk & Anomaly Detection
To identify broken pipelines or abnormal campaign behaviour.
Analyze campaign data from [Date Range] to identify anomalies, outliers,
and unusual patterns in performance metrics.
Show which campaigns are performing significantly differently (+/- 20%)
from the expected average.Goal Achievement Analysis
To validate whether campaigns are meeting defined KPIs.
What percentage of our campaigns achieved their set goals
(for example, CTR > 2%, Open Rate > 15%) last month?
Highlight the top 3 common factors among the successful campaigns.Travel & Hospitality
Focus: Creative performance and revenue contribution.
Creative Theme Analysis
To optimize subject lines and creative messaging.
Identify the top 10 performing subject lines across all email campaigns
this quarter. What patterns, themes, or keywords do they share?
Group them by emotional trigger (for example, Urgency, Discount, Curiosity)
and tell me which theme drove the highest Opens.Revenue Attribution
To understand which channels or journeys drive revenue.
Provide the overall revenue for [Month] and break it down by channel
(Email, APN, Journeys).
Which journey ID contributed the most to total revenue?Operations & Reporting
Focus: Structured data and comparisons.
Perfect Data View
When you need clean, structured data for further analysis.
Generate a detailed data table for [Channel] from [Start Date] to [End Date].
Include these columns: Campaign ID, Campaign Name, Sent Count, Delivered Count,
Unique Clicks, and CTR.
Do not summarize; just show the table.Multi-Campaign Analysis
To compare performance across selected campaigns.
Analyze these campaigns: [Campaign A], [Campaign B], and [Campaign C].
Compare their Click Rates side by side and tell me which one won.Audience & Segment Health
Focus: Preventing fatigue and protecting engagement.
Over-Mailing Check
To assess whether high send volume affects unsubscribes.
Analyze the correlation between our daily campaign volume and our Unsubscribe
Rate over the last 30 days.
On days where we sent more than 2 campaigns, did the Unsubscribe Rate
increase significantly?Segment Fatigue Analysis
To monitor the engagement health of your most valuable segments.
Analyze the Unsubscribe Rate for our [Most Active Segment] over the last 3 months.
Is there an increasing trend? If yes, does it correlate with an increase
in our sending frequency?Updated 17 days ago