Insights & recommendations
Go to Measure → Insights to see AI-generated observations about your workspace — what’s changing, what needs attention, and what to do about it.
Insights feed
A chronological feed of observations, each tagged with a category:
| Category | What it surfaces |
|---|---|
| Trend | Sustained changes in a metric (e.g., “Email open rate has increased 12% over the last 2 weeks”) |
| Anomaly | Sudden deviations from normal (e.g., “WhatsApp delivery rate dropped significantly yesterday”) |
| Opportunity | Actionable suggestions (e.g., “200 contacts in your ‘Cart abandoners’ segment haven’t been engaged — consider a win-back campaign”) |
| Milestone | Notable achievements (e.g., “You’ve sent 100,000 messages this month — a new record”) |
Each insight card shows:
- Title — one-line summary
- Detail — what changed, by how much, and why it matters
- Suggested action — what to do next (with a link to the relevant page)
- Timestamp — when the insight was generated
Alerts
Go to Measure → Insights → Alerts to configure which insights trigger notifications:
- Alert threshold — how significant a change must be before it generates an alert
- Channels — receive alerts via email, push, or in-app notification
- Frequency — real-time, daily digest, or weekly summary
Recommendations
Go to Measure → Insights → Recommendations for AI-suggested playbooks and campaigns based on your current data:
- “Your F&B contacts have a reorder window — activate the Reorder Reminder playbook”
- “Contacts in the ‘Pro’ plan respond best to WhatsApp — consider switching your upsell campaign from email to WhatsApp”
Each recommendation includes a one-click activate button that pre-fills a campaign or playbook with the suggested configuration.
How insights are generated
Active Reach continuously monitors your workspace data and compares current metrics against your historical baseline. When it detects a meaningful deviation — positive or negative — it surfaces an insight.
Insights are generated from:
- Campaign and journey performance metrics
- Contact behavior patterns and segment drift
- Channel delivery health
- Revenue and conversion trends
Insights work best with at least 2 weeks of data. New workspaces see their first insights after the first week of regular sending.
What’s next
- Analytics overview — dashboard KPIs
- How Actii decides — the AI agent that acts on insights