Email Performance Comparison agent
Email Performance Comparison is an Optimizely Opal agent that analyzes and compares email campaign performance using key performance indicators (KPIs) to identify success factors and performance differences.
- Challenge – Comparing multiple email campaigns across KPIs demands manual data gathering and analysis that slows decision-making.
- Agent outcome – A comprehensive performance comparison with funnel analysis, trend detection, root cause identification, and optimization recommendations that the agent delivers in a canvas.
- Value – Faster identification of top-performing campaign strategies, enabling data-driven decisions that improve open rates, click rates, and overall email marketing ROI.
Required Optimizely products
Optimizely Campaign
Install agent
Note
Opal 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 Optimizely Opal instance. See Add users and set permissions.
- Go to Agents > Agent Directory.
- Select Email Performance Comparison.
- Click Install Agent.
If Install Agent is disabled, ensure you have the Required Optimizely products connected in your Opal instance.
Use the agent
In Opal Chat, enter @email_performance_comparison and enter the following details:
- (Optional) Campaign IDs – The campaign IDs to compare.
- (Optional) Transactional Mail IDs – The transactional mail IDs to compare.
Provide at least one of Campaign IDs or Transactional Mail IDs. The agent also accepts natural language descriptions of which campaigns to analyze and retrieves the relevant IDs automatically.
The agent delivers a detailed performance comparison in a canvas, including a multi-campaign dashboard, funnel analysis, success driver identification, strategic hypotheses, and an optimization plan.
To use the Compare Campaigns Performance agent in a workflow agent, drag and drop it into your workflow. See Create a workflow agent.
Details
These are the default details for the Email Performance Comparison agent. After you install the agent, customize these details for your organization's needs. See Manage agents for instructions.
Input variables
The Email Performance Comparison agent uses the following input:
- (Optional) Campaign IDs
- (Optional) Transactional Mail IDs
Tools
The Email Performance Comparison agent uses the following tools:
- 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
- campaign_get_transactional_mail
- campaign_get_transactional_mail_list
- campaign_get_transactional_mail_message_content
- campaign_get_transactional_mail_messages
- campaign_get_transactional_mail_report
- create_canvas
- edit_canvas
Additional details
The agent uses the following default configuration:
- Inference level – Balanced. It 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 applicationsTurn generative AI off across Optimizely applications.