The Insight Agent functions as a tireless, background-operating data analyst. Manual deep-dives into dashboards are replaced by simple instructions, allowing the agent to perform the heavy lifting. Notifications surface only when high-value insights are ready for review.
How It Works: Your "Set and Forget" Assistant
The agent is built for a "set and forget" workflow. Once given a task, it works autonomously and provides updates when insights are ready for review.
Custom Instructions: Provide specific tasks or questions in plain language (e.g., "Analyze the feedback from the last seven days and identify risks that need immediate action").
Background Processing: After receiving instructions, the agent performs the deep-dive analysis at the scheduled time without further user input.
Automatic Notifications: Stay informed without checking dashboards; the agent sends a notification via email, Slack or Teams the moment the analysis is complete.
How to Get Access
This feature will be available to all accounts with the NiceAI Add-on. However, at the moment, this feature is available for early adopters. If you want to get access, reach out to your customer support manager or our support team.
Once this feature is enabled on an account, it will be available by default for Admin user roles.
Admins can then switch this on for other user roles by going to the user role page and toggling on "View Insight Agents".
Key Features
Interactive Threads
Once an insight is delivered, the conversation doesn't have to end. Agent Threads allow for immediate follow-up questions to drill deeper into the findings.
Note: Only the user who created the agent will have access to the thread and will be able to apply and dig deeper.
Agent Management & Monitoring
The Agent List provides a centralized view of all active agents. The following information is included:
Task Status: Shows agents' status.
Rename and Change Settings: Easily update the instructions or rename agents from the list view by clicking the three dots on each agent line.
View Historical Threads: Click on an agent to see the insights created over time.
Setting Up the First Agent
Navigate to Ask NiceAI and locate NiceAI Agents in the bottom-left menu. This section houses all agents configured for the account.
Setup Options
There are two methods for establishing an Insight Agent:
Via the Agents List: From the NiceAI Agents screen, click Setup New Agent.
Via Ask NiceAI: While asking questions on Ask NiceAI, an option appears to set up an Insight Agent based on the current interaction.
Agent Setup
Insight agent configuration consists of three primary components:
Prompt: The specific instruction or question the agent applies to feedback data (e.g., "Summarize this week's detractor themes for the APAC region"). Prompts can be manually entered and tested to preview output before saving.
If guidance is needed, the Recommended Agent Prompt dropdown provides pre-set options.
The Check Prompt feature reviews and corrects custom instructions to ensure accurate insights.
Channel: The destination for notifications, such as email, Slack, or Microsoft Teams.
Scheduler: The frequency of agent execution (e.g., daily or weekly). Agents trigger automatically in the background based on this cadence.
Agent Threads
Upon completion of an agent run, results are delivered to the selected channel. The agent creator can then access the full thread within Ask Nice AI:
Insight Thread: A written summary of the agent’s findings displayed directly in the interface.
Conversational Replies: Creators can respond within the thread to ask follow-up questions, request different data perspectives, or investigate specific findings.
Note: When an agent notifies a Slack/Teams channel or another individual, those recipients see the summary notification only. Access to the interactive in-product thread is restricted to the agent creator.
Frequently Asked Questions
Who can create and manage Insight Agents? Access to Insight Agents is managed at the account and role level. During the early access phase, Customer Success Managers or the Support team must enable the feature. Once active, administrative roles receive access by default and can designate which other roles are permitted to create, edit, or view agents. Eligible users may then build and manage their own agents within the account.
Can an agent be edited after creation? Yes. An agent’s prompt, schedule, channel, and delivery options can be updated at any time from the agent list. Changes take effect during the next scheduled run. To modify an agent, navigate to the agent list, select the three dots on the right, and click Change Settings.
Are user-locked filters respected? Agents strictly adhere to the locked filters of the creator. When multiple recipients or channels are notified, the summary reflects the data insights permitted by the creator’s specific filter settings. However, only the agent creator has access to the Ask NiceAI thread for further investigation. This design ensures that data visibility remains compliant with individual filter restrictions across the organization.
Is bulk creation of agents for other users supported? Not at this stage. However, product feedback and specific use cases related to bulk management are welcome via the feedback portal to inform future updates.
Which time zone applies to the scheduled time? The scheduled time is based on the creator's local time zone. At the designated time, the agent triggers the prompt execution. The notification is delivered as soon as the results are processed, so the notification may arrive shortly after the initial trigger time.