How to automate and share insights with Sense Analyst

Explore curated AI-generated insights about your site - generated automatically on your project's configured cadence and ranked by severity. Insights cover site health, UX friction, merchandising performance, and user journey patterns, helping you know where to focus.

When you open Sense Analyst, you will see the curated insights.

1. Review the insight cards and click on any card that interests you.

   

2. Sense Analyst will open the conversation where the insight was generated.
    
3. Review the analysis results Sense generates.

4. Continue with follow-up questions to refine your analysis. E.g. "Can you segment this by device type?".

   
    

You can manage your curated insight cards to keep your view focused on what matters most, hiding irrelevant insights and saving the ones you want to track. Hover over a card and click '...' to open the options.

You can:

• Dismiss a card to hide it. An undo option appears immediately after dismissal. You can optionally provide a reason for dismissing the card.
• Watch a card to save it to your ‘Watching’ section. Watched cards remain visible even when your insights are next updated. When a watched card goes stale, you can still click it - it opens with a pre-loaded prompt to check how that metric has changed.

Both actions are per user and per project. Dismissed and watched states are not shared with other users.

Configure your curated insights

By default, only admins can configure the schedule of the curated insights.

1. Click 'Edit schedule' (the calendar icon).

   

2. Choose a schedule: Weekly or Daily. Weekly insights are generated on Sunday, covering the previous Sunday to Saturday.

   

3. Click 'Save'.
    
4. The schedule you set applies to the entire project. You can find the next update date beside the schedule icon.

Get your insights automatically

Your top curated insights are delivered automatically to your inbox every Tuesday. Each email is titled "[Project name], your weekly insights for [date]" and includes Critical, Risk, Opportunity and Win insights.

Click the link on any insight to open the analysis directly in Sense Analyst, or click View all insights to see your full weekly briefing.

To unsubscribe, use the link in the footer of any email.

Save prompts for re use

Saving prompts saves you time and ensures your team is consistently analyzing what matters most.

Once you have refined a question that delivers valuable insights, save it so you can reuse it.

Sense Analyst saves prompts in two different ways depending on how you create them:

Personal prompts

• Automatically created when you click ‘Schedule a prompt’ during a conversation.
• Best for: Your own investigation and experiments

Template prompts

• Shared across your entire project (anyone in your team can use them).
• Created when you build a prompt from scratch in the templates tab (not from an active conversation).
• Best for: Standardized analyzes everyone should use.

How to save a prompt from an active conversation

1. Click the ‘down’ arrow if you are at the top of the summary.

   

2. Click ‘Schedule prompt’.

   

3. Update the prompt name if needed.
4. Check the prompt instructions and make any changes if needed.

5. Click 'Save'.

   

How to save a prompt from the templates tab

1. Click 'Browse prompts'.

   

2. Click 'Templates'.

   

3. Click the '+icon'.

   

4. Name your prompt.
5. Add the prompt instructions.
6. Click 'Save'.

Schedule an analysis

1. Open a saved template or create a new prompt.

2. Click ‘Schedule prompt’.

   

3. Toggle on ‘Email schedule’.

   

4. Choose frequency (daily, weekly, or monthly).

   

5. Add the email addresses of team members to receive the email.
6. Click ‘Save’.

Share a conversation

You can share your Sense Analyst conversation with a team member by copying its URL. Any user with access to the same project can open the link, read the full conversation, and continue their own analysis from where you left off.

1. Open the Sense Analyst conversation you want to share.

2. Click the ‘copy link’ button. The current page URL is automatically copied to your clipboard.

   

3. A confirmation message appears: ‘Link copied’.
4. Paste the link wherever you want to share it; for example, in a Slack message or email.

Shared links are accessible to all project users. Shared links will stop working if the conversation is deleted. 

FAQs

Why am I getting a weekly email from Sense Analyst?

All Sense Analyst users on a project receive a weekly email every Tuesday with the top curated insights. It's automatic - no one needs to set it up. To unsubscribe, use the link in the email footer.

I didn't get my weekly insights email this week

Check your spam folder. If it's not there, your project may not have produced enough insights this week, or your project may be on daily generation cadence — the weekly email is available for weekly cadence projects only. For issues with a scheduled prompt report, check the Troubleshooting article.

How do I stop my scheduled analysis from sending?

Go to Saved prompts, open the scheduled prompt, and toggle Email scheduling off.