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Mastering Prompts for Actionable Insights
Mastering Prompts for Actionable Insights

Effective prompts are key to unlocking the full potential of Triple Whale’s Agents

Chaim Davies avatar
Written by Chaim Davies
Updated this week

Mastering Prompts

Effective prompts are key to unlocking the full potential of Triple Whale’s Agents, especially in the Insights & Recommendations step. Crafting clear, targeted prompts ensures that you get actionable insights, smart recommendations, and accurate summaries.

One useful method to achieve this is the SMART formula, which stands for Specific, Measurable, Achievable, Relevant, and Time-bound. Let’s explore how you can use this formula—and customize it—to write successful prompts.


Why Prompt Quality Matters

In the Insights & Recommendations phase, your prompt acts as the instruction manual for your agent. A well-written prompt will:

  • Generate Actionable Insights: Clear instructions lead to more precise recommendations.

  • Save Time: Focus on the key issues without needing multiple iterations.

  • Improve Accuracy: Detailed prompts reduce ambiguity, ensuring that the analysis is aligned with your goals.

Ensuring Data Context: Stick to the Data You Provide

Even the most well-crafted prompt can fall short if the necessary data isn't included in the Get Data step/s. The agent's analysis is limited to the dataset from the Get Data step. If your prompt references data that wasn’t included, the insights may be incomplete or misleading. To get the best outcomes, make sure your prompt only asks for analysis of the data that has been explicitly provided to the agent.


The SMART Formula for Prompts

The SMART framework can guide you in structuring your prompts. Here’s how each element plays a role:

Specific

Definition: Clearly define what you want to analyze or improve.

Example:
Instead of: “Tell me about sales trends.”
Try: “Analyze our Q4 2024 online sales data to identify trends in customer behavior across different regions.”

Measurable

Definition: Specify the metrics or data points you need.

Example:
Instead of: “What’s going on with our website performance?”
Try: “Evaluate our website performance by comparing conversion rates, bounce rates, and average session duration between the first and last month of Q4 2024.”

Achievable

Definition: Ensure your prompt is realistic given the available data and tools.

Example:
Instead of: “Predict our total revenue for the next decade.”
Try: “Using historical monthly revenue data, forecast the next three months’ revenue trends.”

Relevant

Definition: Focus on insights that are meaningful and actionable for your business goals.

Example:
Instead of: “What should we change about our marketing?”
Try: “Based on last quarter’s marketing spend and customer acquisition data, recommend strategies to improve our cost per acquisition.”

Time-bound

Definition: Define a specific time frame for the analysis or recommendations.

Example:
Instead of: “Give me an overview of our performance.”
Try: “Summarize our performance metrics for the past six months, focusing on customer retention and engagement trends.”


Customizing the Prompt

While SMART is a great starting point, you may need to tweak it based on your specific needs. Consider these additional tips:

Provide Context

Add background information that might affect the analysis.

Example:
“Considering the recent change in our website’s design, analyze the impact on customer navigation patterns over the past two months.”

Ask Follow-Up Questions

Include secondary questions to dig deeper into the insights.

Example:
“After analyzing the Q4 sales data, what factors contributed most to regional performance differences? Please include customer demographics and purchase patterns.”

Use Comparative Requests

Encourage comparative analysis to see trends over time.

Example:
“Compare our website performance metrics from Q3 and Q4, and highlight the key differences that might have impacted conversion rates.”


Practical Examples in Action

Example 1: Boosting Conversion Rates

Prompt:
“Using our Q4 online sales data, analyze the conversion rates across different traffic sources (social media, email, paid ads). Identify which channels performed best and provide recommendations on how to optimize underperforming channels. Include metrics like click-through rates and average order values over the last three months.”

Outcome:
The agent will break down the data by channel, measure key metrics, and suggest targeted improvements—helping you focus on specific strategies to boost overall conversion rates.

Example 2: Enhancing Customer Retention

Prompt:
“Review customer engagement data from the past six months and identify trends in repeat purchases. Specifically, measure the average time between purchases and the percentage of returning customers. Based on the findings, recommend actions to improve customer retention, such as loyalty programs or targeted email campaigns.”

Outcome:
This detailed prompt will guide the agent to focus on measurable retention metrics and offer concrete, actionable recommendations tailored to improving customer loyalty.


Final Thoughts

Writing successful prompts for the Insights & Recommendations step is both an art and a science. By following the SMART formula and customizing it with context, follow-up questions, and comparative elements, you can create prompts that yield clear, actionable insights. Whether you’re looking to boost conversion rates or enhance customer retention, a well-crafted prompt sets the stage for smarter, more effective decision-making.

Take the time to experiment with your prompts, and refine them based on the outcomes you receive. This continuous improvement process will help you fully leverage Triple Whale’s Agents and drive your business forward with confidence.

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