Overview

You can customize your RFM Insights and Key Insights preferences on the Proactive Assistant settings page. Additionally, you can adjust the Confidence Interval and Analysis Duration based on your needs. Configuring these settings helps populate accurate data on the Proactive Assistant page on the MoEngage dashboard. You can access the Proactive Assistant page by clicking Assistant in the header section.


For more information on how this AI-powered assistant works, refer to Proactive Assistant.

Setting Up Proactive Assistant

To access the Proactive Assistant settings page, navigate to Settings > Reports and alerts > Proactive Assistant. The Proactive assistant settings page appears.

You can configure the following settings:

• Key insights
• RFM insights
• Retention insights

Key Insights

The events and revenue attributes that you set up in the Key Insights section will be used for Key Metrics analysis. Proactive Assistant will provide relevant insight and alerts for any sizable movement of users for DAU and MAU Metrics.

Perform the following steps to set up Key Insights:

1. Specify the App Open Event, Conversion Event, and Revenue Attribute you would like to use for Key Insights.
2. Define the Deviation interval. The Deviation Interval is the range around the forecasted value within which the actual value is likely to fall for generating insights. This range can be between 5% to 20%.
3. Set the Analysis duration based on your needs.

RFM Insights

The events and revenue attributes that you set up in the RFM Insights section will be used for RFM analysis. Sherpa will provide relevant insight and alerts for any significant movement of users across the RFM segments.

You can set up to five different RFM Metrics to be used as input to Sherpa. Perform the following steps to set up RFM Insights:

1. By default, Recency event and Frequency event will be set up as App/Site Opened.
2. Monetary event will be picked from the Settings > General > Goal mapping > Revenue attribute field.
3. These inputs will be analyzed over the duration added in Analysis duration. Set the analysis duration based on your needs. It is recommended to be above 7 days for meaningful insights.

Retention Insights

The events and revenue attributes that you set up in the Retention Insights section will be used for Retention analysis. Sherpa will provide relevant insight and alerts for anomalies around 7-day, 15-day, and 30-day retention.

Perform the following steps to set up Retention Insights:

1. Specify the First Event, Return Event, and Retention type you would like to use for Retention insights.
2. Specify the Deviation interval and Analysis duration based on your needs.

Proactive Assistant will provide the relevant insight and alerts for any sizable movement of users for D7 and D30 Retention Metrics.