Triple Whale’s Agents feature is a powerful automation solution designed to simplify your e-commerce data analysis and decision-making. By automating complex tasks and delivering actionable insights, Agents let you focus on growing your business while the system handles the heavy lifting.
What Are Agents?
Agents are automated sequences that process data, analyze trends, and execute tasks based on preset conditions or AI-driven logic. They help you:
Automate Repetitive Tasks:
Originally built to guide users with Moby, Triple Whale’s AI assistant, Agents automate common analytical paths—unlocking deep insights without needing to know the exact prompts or queries.
Analyze Complex Datasets:
Whether you’re asking, “Why did my conversion rate drop?” or “What caused my average order value to rise?”, Agents break down these questions by running targeted data analysis steps to provide comprehensive answers.Generate Timely Insights:
Agents cut through the noise of extensive reports, extracting key insights and delivering them right when you need them, so you’re never left sifting through mountains of data.
Distribute Information Efficiently:
Serving as the backbone of Triple Whale’s automation, Agents seamlessly move data across platforms—exporting to Google Sheets, syncing with your data warehouse, or integrating directly into your reports.
Key Steps of Agents
Triple Whale’s Agent Builder now offers a streamlined process with each step designed to enhance your data analysis and decision-making. Explore each step below:
1. Get Data: Feed Your Agent with Valuable Inputs
Set the stage by gathering all the data you need for analysis. This step lets you:
Query Builder: Convert natural language queries into SQL commands, making it simple to interact with your data.
Search: Retrieve relevant web data directly into your agent for additional context.
Dashboard Data: Pull data from one of your Triple Whale dashboards for in-depth analysis.
Previous Run: Import data from the agent’s last execution to build on historical insights.
CSV: Bring in data from CSV files to enrich your dataset.
Google Sheet: Integrate a specific Google Sheet from your connected account for seamless analysis.
2. Analyzing Data: Turn Data into Actionable Insights
Once your data is in place, use these steps to generate insights and conduct deeper analyses:
Insights & Recommendations: Quickly generate insights, offer recommendations, and summarize data to guide decisions.
Analyze Data: Transform natural language requests into Python code for advanced analytics—such as finding correlations between sales and marketing spend.
Forecasting: Use historical data to predict future trends and inform strategic planning.
MMM (Marketing Mix Modeling): Analyze marketing performance to optimize future spending.
Vision: Leverage image and video analysis to extract meaningful information from creative content.
3. Destinations: Deliver Your Results Where They Matter
Ensure that your agent’s outputs reach the right place for maximum impact:
Dashboard: Send outputs directly to one of your Triple Whale dashboards.
Email: Receive insights straight to your inbox.
Slack: Integrate with Slack for real-time team updates.
Google Sheet: Export data for collaborative analysis.
Warehouse: Sync with your data warehouse for large-scale analytics.
Webhook: Push data to external systems for further processing.
Push Notification: Get instant alerts when important data is available.
Feed: Share outputs on your Triple Whale feed for continuous updates.
4. Agent Ops: Enhance Process Efficiency with Advanced Controls
Streamline and scale your agent’s performance with these operational steps:
Subworkflows: Run additional agents within the main agent to combine diverse data points for richer insights.
Loop: Execute specific steps repeatedly for continuous data gathering.
GPT Rule: Apply AI-driven logic to create dynamic conditions and responses based on existing data.
Rule: Set standard if-else conditions to control the flow of your agent based on defined criteria or data changes.
Getting Started with Agents
Ready to get started? Follow these steps to build an Agent that meets your needs:
Identify Your Objectives:
Determine which tasks to automate or what insights you regularly require.Build or Select a Template:
Choose a pre-built template or start from scratch.Add Agent Steps:
Incorporate the Steps needed and set the sequence of actions.Set Up Rules (Optional):
Introduce conditions to control the Agent’s workflow.Configure Data Outputs:
Decide how and where you want to receive your results.Schedule and Run:
Choose between on-demand execution or scheduled intervals.Monitor and Refine:
Regularly review your outputs and adjust the Agent for optimal performance.
Additional Resources
For further exploration, check out these related articles:
Conclusion
Triple Whale’s Agents make it simple to handle your e-commerce data—from collecting information with Get Data to turning it into useful insights with our Analyzing Data tools. With flexible Destinations and handy Agent Ops features, you can easily share results and set up smart, automated processes. This straightforward approach helps you save time, stay organized, and make informed decisions to help your business grow.