---
schema_version: "1"
id: 13e5ec7983d03c17be00db0aea996d98413a3b9f869afa4f5d8b45f1458815be
title: Create an Einstein Marketing Insight Bot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/dato_anlyz_emi_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.dato_anlyz_emi_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f90195d0196ca41f6171781f0c104cce20182f5d30a23f58bded2e708d4d7926
description: To analyze your datasets and uncover aspects that affect performance in a positive or negative way, use an Einstein Marketing Insights bot.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Create an Einstein Marketing Insight Bot

To analyze your datasets and uncover aspects that affect performance in a positive or negative way, use an Einstein Marketing Insights bot.

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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d58952e38">REQUIRED USER ROLE</th>
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            <td data-label="REQUIRED USER ROLE" class="slds-cell-wrap" style="vertical-align:top;" headers="d58952e38 ">To create Insights bots</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58952e38 ">Admin or Power User</td>

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1. On the **Analyze & Act** tab left navigation panel, click **Einstein Marketing Insights**.
2. Click the plus icon.
3. Select the KPI that you want to optimize such as Visitor Bounce or Click Through Rate. Not all measurements are available as KPIs. A measurement is eligible to be used as a KPI in an Insights Bot if it’s in the form of A/B, such as CPM, CPC, CTR, and other calculated metrics whose formulas are aligned with this format (A divided by B).
4. To add a filter, click **Add Filter**. Use a filter to narrow your bot results. For example, you can filter by data stream, creative, or conversion tag.
5. To optimize your KPI by increasing the value, click **Increase**. To optimize your KPI by decreasing the value, click **Decrease**.
6. To run your bot with default settings, click **Save & Run**.
7. To further customize your bot, in the left navigation window, click **Analysis Settings**.
    
    ![analysis settings](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-salesforce_datorama-264-0-0-production-enus/d38a342d-dd4a-4af8-8343-f372280a75dd/salesforce_datorama/images/analyze/emi_create_settings.png)
8. From scheduling, set the frequency: how often you want the bot to run.
9. Select the time period: the date range when you want the bot to run (2).
10. Select the dimensions that the bot examines (3).
11. To further customize your bot, click **Advanced** in the left sidebar (4). To better reflect the commercial logic behind the selected measurements, change **volume measurement**. To send emails when new insights are available, set **email notifications**.
12. Click **Save and Run**.