Templates

Customer Analytics Agent

Automates and manages customer analytics-related email workflows.

Business Intelligence

What This Agent Does

Automates and manages customer analytics-related email workflows.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: 'customer data', 'analytics report', 'insight request', 'data anomaly', 'feedback analysis' OR from: analytics@company.com, clients@, @feedbacktool.com

THEN DOES

1. Search knowledge base for historical data reports and customer analytics insights related to inquiry. 2. If email contains a data anomaly report, forward immediately to data-science@company.com with 'urgent' label. 3. For analytics report requests, compile existing resources and reply with attached documents. Also, forward request to analytics-team@company.com for potential further insight development. 4. If feedback analysis is requested, forward to customer-feedback@company.com for processing. 5. Add 'customer-analytics' label and mark as read.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.