Campaign Insights Agent

 

Early Access

This is an Early Access feature. To enable it for your account, contact your MoEngage Customer Success Manager (CSM) or the Support team.

Introduction

Campaign Insights Agent is a conversational AI assistant built directly into the MoEngage campaign analytics page. It allows you to analyze campaign performance, diagnose delivery issues, and receive actionable recommendations using simple, natural-language queries.

Instead of manually navigating through stats tables and comparing metrics, you can ask the agent questions like "Why is the click rate low?" or "How did this campaign perform compared to past campaigns?" and receive a detailed, contextualized response within seconds.

The agent supports multi-turn conversations, so you can ask follow-up questions to drill deeper into any area of your campaign's performance.

How the Agent Works

The Campaign Insights Agent does not rely on generic advice. Every recommendation it provides is grounded in your workspace's actual campaign data, historical performance, and campaign-specific context.

Workspace-Aware Analysis

When you open the agent, it already has access to the campaign you are viewing and the broader context of your workspace:

  • Your performance baselines: The agent compares the current campaign's metrics against historical performance within your workspace — not industry-wide averages.
  • Your campaign history: When you ask the agent to find winning patterns or compare past campaigns, it retrieves and analyzes campaigns from your workspace to identify strategies that have specifically worked for your audience.
  • Your delivery configuration: Recommendations around frequency capping, DND settings, and send timing are based on your workspace's actual configuration.

Campaign-Specific Recommendations

The agent tailors its analysis to the specific campaign you are viewing:

  • Campaign theme and content: The agent reads the actual content of your campaign — subject lines, message copy, HTML templates, and A/B variations.
  • Channel and delivery context: The agent understands whether the campaign is an Email or Push notification, one-time or periodic, and adjusts its analysis accordingly.
  • Audience and targeting: The agent evaluates the audience that was targeted and the segments that responded, surfacing insights specific to how your users engaged with this particular campaign.

This combination of workspace-level history and campaign-level context ensures that every insight and recommendation is directly actionable for your next campaign.

Deep Analysis with Specialized Agents

For complex queries, the Campaign Insights Agent delegates to specialized agents that focus on specific types of analysis:

AgentPurpose
AnalyzerPerforms deep performance analysis across multiple metrics simultaneously.
DiagnosticsConducts root cause analysis to explain why a specific metric is underperforming.
ComparatorRuns cross-period or cross-segment comparisons to surface trends and patterns.
ReporterFormats and summarizes the final output into a clear, structured response.

This delegation happens automatically based on the complexity of your query. You do not need to select or configure these agents.

Supported Campaigns

Campaign Insights Agent is currently available for the following campaign types:

ChannelDelivery Type
EmailOne-time, Periodic
PushOne-time, Periodic

Access Campaign Insights Agent

To access the Campaign Insights Agent, perform the following steps:

  1. Navigate to the campaign analytics page for any one-time or periodic Push or Email campaign.
  2. If campaign stats exist for the selected time range, a promotional banner appears on the page describing the AI-powered insights capability. There are two invocation points available on the campaign analytics page.
    insight agent access.png
  3. Click the banner or the dedicated button, Ask Campaign Insight Agent to open the Insights Agent. A chat interface opens with five pre-built suggested prompts.
info

Information

The Campaign Insights Agent entry point is only visible when the campaign has stats available for the selected time range. If the campaign is on hold, scheduled, or has no recorded stats, the agent will not appear.

Use the Campaign Insights Agent

Select a Suggested Prompt

The agent offers five pre-built prompts designed to cover the most common analysis needs. These prompts are available for both Email and Push campaigns. Select any prompt to begin your analysis immediately.

prompt options.png

Campaign Insights Agent is currently available for the following campaign types:

PromptWhat It Does
Summarize Performance Provides an overview of the campaign's core performance metrics, helping you identify what worked, spot drop-offs in the delivery and engagement funnel, and receive clear next steps for optimization.
Find winning patternsAnalyzes your past campaigns to surface recurring patterns and strategies that drove strong results, so you can replicate success in future sends.
Improve performanceEvaluates your campaign across audience, content, timing, and delivery settings to recommend specific steps that can improve engagement and conversion rates.
Diagnose delivery failuresInvestigates delivery failures across the send pipeline, identifies root causes such as bounces, frequency capping, or DND filtering, and suggests corrective actions to improve reach.
Identify underperforming metricsDetects metrics that fall below expected benchmarks, such as low open rates, poor click-through rates, or weak conversions, and explains the likely contributing factors.

Write a Custom Query

If the suggested prompts do not cover your question, you can type your own natural-language query in the text input field. The agent can answer a wide range of questions about your campaign's performance, delivery, content, and audience.

merlin ai side.png

Example Queries

Here are some examples of custom queries you can ask:

What you want to do    Example prompt
 
Find the root cause of low engagement"Why is the open rate for this campaign lower than my previous sends?"
Get actionable next-campaign recommendations"What should I change in my next campaign to improve click-through rates?"
Understand delivery drop-offs"Where in the delivery funnel am I losing the most users, and what is causing it?"
Optimize send timing"Was this campaign sent at the right time? When should I send the next one for better engagement?"
Diagnose audience issues"Is my targeting too broad? Which audience segments responded best to this campaign?"
Learn from what worked"Which of my past campaigns had the highest conversion rate, and what did they have in common?"
Improve A/B testing strategy"Which variation won and why? What should I test differently next time?"
Identify content improvements"What about my subject line or message copy may be causing users to drop off before clicking?"

Conversation Features

The Campaign Insights Agent supports the following conversation capabilities:

Streaming Responses

Responses appear progressively as the agent processes your query. You can start reading the analysis before the full response is complete.

Multi-Turn Conversations

The agent maintains your full conversation history within the session. You can ask follow-up questions without repeating the context. For example, after asking about delivery performance, you can follow up with "Why is the bounce rate higher than average?" and the agent will understand the context from your previous query.

Conversations are retained indefinitely. You can close the agent and return later to continue where you left off. Each conversation is user-specific; your conversation on a campaign is private to you and is not visible to other users viewing the same campaign.

AI-Generated Follow-Up Questions

After each response, the agent may suggest contextual follow-up questions as clickable prompts. These follow-ups are generated based on the analysis and help you take the logical next step in your investigation.

info

Information

Follow-up suggestions are conditional. The agent only shows them when a relevant next step exists. Not every response will include follow-up suggestions.

What the Agent Analyzes

The Campaign Insights Agent has access to your campaign data across the following dimensions:

conversation.png

 

conversation 2.png

 

conversation 3.png

asdfg

Analysis AreaDescription
AudienceEvaluates targeting effectiveness and audience composition.
Content & CopyAnalyzes message content and suggests improvements for engagement.
Send TimingAssesses whether the campaign was sent at an optimal time.
Frequency Capping (FC)Identifies if frequency capping settings impacted campaign reach.
Do Not Disturb (DND) Identifies if DND settings caused message drops.
TemplatesCompares template performance across campaigns.
Delivery FunnelAnalyzes the full delivery pipeline — sent, delivered, failed, opened, and clicked.
Click PerformanceProvides per-URL click breakdown showing which links were clicked and how often.
Device & OEM Breakdown Breaks down performance by device manufacturer, app version, and dormancy status.
A/B Test Variations Compares performance across A/B test variations including conversion and revenue.
Campaign ContentReviews actual campaign content (HTML for email, message text for push) including A/B variations.
Historical Comparisons Compares the current campaign against similar past campaigns.

Frequently Asked Questions

arrow_drop_down Where can I find the Campaign Insights Agent?

The Campaign Insights Agent is available on the campaign analytics page for one-time and periodic Email and Push campaigns. Look for the promotional banner that appears when stats are available for the selected time range.

arrow_drop_down Can I ask follow-up questions?

Yes. The agent maintains your full conversation history within the session. You can ask as many follow-up questions as needed, and the agent will use the context from your prior queries.

arrow_drop_down What channels does the agent support?

The agent currently supports Email and Push campaigns with one-time and periodic delivery types. Support for additional channels and delivery types will be added in future releases.

arrow_drop_down Can the agent modify my campaigns?

No. The Campaign Insights Agent provides read-only access to your campaign data. It can analyze performance, diagnose issues, and provide recommendations, but it cannot create, edit, or delete campaigns.

arrow_drop_down Why don't I see the agent on my campaign analytics page?

The agent entry point only appears when the campaign has stats for the selected time range. If the campaign is on hold, scheduled, or has no recorded stats, the agent will not be visible. Additionally, this is an Early Access feature and must be enabled for your account by your CSM or the Support team.

arrow_drop_down Can the agent access data from other workspaces or tenants?

No. The agent is strictly scoped to the workspace you are authenticated into. Tenant isolation is enforced at the infrastructure level, and the agent cannot access data from any other workspace regardless of the query input.

arrow_drop_down Is there a limit on the date range I can query?

Yes. Analytics queries support a maximum date range of 30 days per request.

arrow_drop_down What happens to my conversation when I close the agent?

Conversations are retained indefinitely. You can close the agent and return later to continue where you left off.

arrow_drop_down Can I ask questions about a different campaign?

The agent is scoped to the campaign you are currently viewing. You cannot ask standalone questions about a different campaign's metrics, for example, asking for the delivery rate of another campaign while on this one. However, you can ask comparative questions such as "Compare this campaign's performance to my previous email campaign."

Was this article helpful?
0 out of 0 found this helpful

How can we improve this article?