Agentic and AI-driven insights

Use agentic AI, generative AI, and machine learning to expedite and augment analytics tasks like segmentation, attribution, data processing, queries, and data storytelling. With more efficient, enhanced, and self-serve insights generated by an agent, you'll spend less time combing through multilevel account data and more time accelerating pipeline and growing revenue.

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Data Insights Agent

Automate analysis and visualization of cross-channel B2B data. Data Insights Agent helps reveal rich insights and can take pre-approved actions, such as diagnosing root causes and recommending optimizations across the B2B journey.

Data analysis. Track campaign performance, analyze customer behavior, and spot emerging trends using simple language — no wrestling with dashboards or complex queries needed.
Rapid insights. Skip the analyst queue and get your questions answered right away — questions such as “What are my top 10 accounts?” or “Which solutions drive the highest revenue?"
Trusted insights. Build confidence in every decision with transparent, traceable insights — coupled with the ability for analysts to further verify, refine, and collaborate.
Proactive insights (in development). Discover trusted, high-value insights with Data Insights Agent, proactively surfacing meaningful patterns and opportunities business users might not think to explore.

Root cause analysis

Turn every shift in buying group engagement into an AI‑powered investigation with Data Insights Agent — moving from “What happened?” to “Why did it happen?” in minutes. Top drivers. Instantly surface the top three to five drivers behind any change, complete with confidence scores.

Hypothesis validation. Drill deeper by expanding any driver to see what's underneath. Ask conversational follow-ups and iterate as you explore the drivers.
Insight confidence. Feel secure that every insight includes correlation strength, statistical significance, and impact quantification to drive trust.

Data storytelling

Transform your Analysis Workspace into presentation-ready slides with a single click. Data storytelling, powered by Data Insights Agent, analyzes your panels, visualizations, and metrics to uncover the story hidden in your data — surfacing trends, anomalies, and correlations across opportunities, buying groups, and accounts.

Learn more about Data Insights Agent and its capabilities.

Content as a Service v3 - Data Insights Agent - Wednesday, February 25, 2026 at 11:36

An AI-generated caption displaying engagement metrics for an auto ad

Intelligent captions

Generative AI automatically produces insights and provides user-friendly captions about key trends and important events found in data.

Generated insights. Jumpstart your analysis journey with generated insights that are automatically updated as data changes.
Easy highlights. Help non-analysts easily identify and understand insights worth highlighting.
Contextual reporting. Enable non-technical users to be self-sufficient by automatically providing context when sharing insights to free up analysts’ time.

Experimentation panel

Test and evaluate the impact and validity of experiments across channels from any online and offline source with enhanced analysis supported by machine learning.

A/B tests. Compare different UX, marketing, or messaging variations to determine which best drives a specific outcome.
Machine learning-powered refinement. As more activity occurs and more data is accumulated, machine learning automatically refines the data to provide a more precise result and higher confidence in cause-and-effect relationships.