Data Agent
The Data Agent is an AI-powered tool for discovering insights within your customer and product data without writing SQL or involving your data team. It operates directly within your existing data warehouse — no data movement required — and transforms unstructured data into AI Fields: structured signals you can use for segmentation, personalization, and campaign optimization.
Getting started
Navigate to AI > Data Agent to open the chat interface. Describe what you want to explore or build, and the Data Agent queries your data and surfaces the answer directly in the chat.
No SQL requiredDescribe what you want in plain language. The Data Agent writes the queries, analyzes results, and presents answers in the chat.
Example prompts
- "What are the top product categories purchased by customers in the last 30 days?"
- "Create an AI Field that scores customers on cold-weather readiness"
- "Show me the purchase frequency distribution for loyalty members"
- "What percentage of my contacts have made a purchase in the last 90 days?"
What you can do
| Capability | Description |
|---|---|
| Discover AI Fields | Describe a field in natural language and the Data Agent searches your warehouse, builds the logic, and creates it. Learn more about AI Fields |
| Explore purchase behavior | Ask about purchase patterns, order frequency, category preferences, and spending trends across your customer base |
| Analyze contact profiles | Query profile attribute distributions — ask questions like "What percentage of my contacts have an email address?" or "Show me the distribution of loyalty tiers" |
| Build inference models | Create AI Fields powered by inference models that predict customer behavior (e.g., likelihood to purchase, churn risk) |
Data domains
The Data Agent works across multiple data domains:
| Domain | Description | Example fields |
|---|---|---|
| Product catalog enrichment | Infers themes, tags, and affinities from product data | Style_Aesthetic, Product_Theme_Tag |
| Weather | Generates fields from current and forecasted conditions | Cold_Weather_Readiness, UV_Index_Surge |
| Behavioral analysis | Analyzes purchase patterns, engagement, and frequency | Purchase_Frequency_Score, Category_Affinity |
| Contact profiles | Queries profile attribute distributions and completeness | Email_Coverage, Loyalty_Tier_Distribution |
How AI Fields are created
- Describe the field you want in natural language
- The Data Agent searches and analyzes your warehouse tables
- It outlines the proposed AI Field — including logic, inputs, and sample values
- Review and approve the field
- View statistics and distribution charts on the AI Field detail page
- Use the field in segments, personalization, and campaigns
Working inside a Project
When you open the Data Agent from within a Project, it automatically understands your campaign objective and uses it as context for data exploration and field creation. Your organization's AI Context is also applied automatically.
Availability
The Data Agent is available to select organizations. Contact your account manager for activation details.
Updated 5 days ago