Campaign Status Insights agent
Campaign Status Insights is an agent in Mark (Optimizely Agent Platform). It creates a real-time dashboard of the active Smart Campaigns in Optimizely Campaign, with previews of upcoming messages and recommended send times.
- Challenge – Campaign managers open each Smart Campaign individually to check what is sending, blocked, or in configuration. Campaign managers also lack data to choose the next send time.
- Agent outcome – The agent creates an interactive Hypertext Markup Language (HTML) canvas dashboard. The dashboard displays the campaign status counts, thumbnails of upcoming messages, and send-time recommendations ranked by audience size.
- Value – Campaign managers see what is going out and what needs attention in one view. They choose send times based on past campaign data.
Required Optimizely products
The Campaign Status Insights agent requires Optimizely Campaign.
Install agent
Note
Mark Administrators, Agent Builders, and users with the Add, edit, and install specialized agents attribute for a custom role can add agents to their organization's Mark instance. See Add users and set permissions.
The Campaign Status Insights agent is an Optimizely-managed agent, so it is automatically installed in your instance.
You can manage and run the agent from the Directory.
- Go to Directory > Agents.
- (Optional) Enter Campaign Status Insights or use the drop-down list filters to narrow the list.
- Click on the Campaign Status Insights agent.
- Click Run or Manage.
If Install is grayed out, connect the required Optimizely products to your Mark instance first.
Use the agent
In Mark chat, enter @campaign_status_insights. The agent needs no other input. Alternatively, enter a plain request, such as Show me the current campaign status.
The agent reads live data from Optimizely Campaign and never changes a campaign. It creates an interactive HTML canvas dashboard with the following sections:
- Recommended start times – Up to three ranked send-time recommendations. Each recommendation displays the weekday, time slot, share of recipients, average audience size, and the range of observed start times. Times use the Europe/Berlin time zone.
- Observed send pattern – A table of the campaigns sent in the last 90 days by weekday and time slot. Each cell displays the campaign count and the total recipients.
- Key performance indicator (KPI) tiles – The number of Smart Campaigns that are activated, require activation, or are not ready.
- Smart Campaign detail table – The name, category, created date, last modified date, and media of each campaign. The table also displays thumbnails of upcoming messages.
- Observations – Notes on filtering, urgent action items, performance flags, and gaps in the send history.
A wait node is an element in a Smart Campaign that specifies the start time of a message. You can manually activate a campaign that contains a wait node, and the messages are then sent at the specified time.
The agent applies the following rules to the data:
- Activated campaigns – The agent hides a campaign when all its mailings are sent, because it is no longer active.
- Campaigns that require activation – If more than 20 campaigns require activation, the agent displays only the campaigns modified in the last 30 days.
- Campaigns that are not ready – The agent displays campaigns with the Incomplete status and a creation date in the last 28 days. Each campaign must have a wait node scheduled for today or later.
- Message thumbnails – The agent displays up to two upcoming messages for each campaign and up to 30 thumbnails in total. Email messages display a preview of the message. Short Message Service (SMS), Rich Communication Services (RCS), WhatsApp, and push messages display a channel icon.
- Send-time recommendations – The agent weights each campaign sent in the last 90 days by its recipient count. If the recipient count is not available, the agent counts the campaign once.
To use the Campaign Status Insights agent in a workflow agent, add the agent to your workflow. See Create a workflow agent.
Default agent details
The following are the default details for the Campaign Status Insights agent. After you install the agent in your Mark instance, customize these details for your organization's needs.
See Manage agents for instructions.
Input variables
None.
Tools
The Campaign Status Insights agent uses the following tools to process your request:
- campaign_get_smart_campaign
- campaign_get_smart_campaign_list
- campaign_get_smart_campaign_message_content
- campaign_get_smart_campaign_messages
- campaign_get_smart_campaign_report
- create_canvas
Default configuration
The agent uses the following default configuration:
- Inference level – Balanced, which provides reliable answers with additional reasoning.
- Files – None.
- Output – Text.
Note
If you use Opti ID, administrators can turn off generative AI in the Opti ID Admin Center. See Turn generative AI off across Optimizely applications.