Review Your Insights Bots

After you create your insights bots you can view and review the insights that are available.

Required Editions

User Permissions Needed
To create Insights bots Admin or Power User
  1. From the Analyze & Act tab, on the left, click Einstein Marketing Insights.
  2. From the Insights Bots screen you can see the bots in your workspace. Each bot shows a data summary.
  3. To group your bots by KPI, toggle Group by KPI. This view separates your bots based on matching KPIs. For example, see all the bots that track bounce rate.
  4. To learn more about a bot, click it and review the four sections.

example of insights bot review panel

  • The bot name and objective (1).
  • What changed and a quick view of the insights for: Week over Week (WoW), Month over Month (MoM), and overall change (2).
  • To narrow the insights, use the filters bar (3).
  • View a list of Bot insights, ordered by EMI’s evaluation of most valuable insights. Each insight includes detailed information (4).
  • To learn more about an insight, click it. You can see a detailed breakdown of the KPI and the components leading to positive or negative impact. And you can see comparisons of similar campaigns.