Screenshot of Intro

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/0/abd832c04e38d3cc0a625e0395f6635ed0e505fc127b0767d1e42227eb35835d.mp3

Intro

Welcome to the future of Adobe Experience Platform. We're excited to demonstrate using the Data Insights Agent in a centralized user interface designed to bring together the power of Adobe's intelligent agents in one seamless experience.

Screenshot of Agent Orchestrator Components

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/1/7415a609efe988362afd05c282812b7521bac6e8ab32ab8078fd6b3fceda20b9.mp3

Agent Orchestrator Components

The Data Insights Agent enables seamless customer experience orchestration by integrating content, data, and workflows to deliver personalized, connected experiences across all touchpoints.

With advanced cognitive capabilities, it drives complex decision-making, understands context, retrieves precise information, and automates multi-step workflows—empowering you to boost productivity and focus on strategic priorities.

Screenshot of Challenge

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/2/f64fef60f0eda07375dd5f117ca627092b561c121a1dd82df892ce2e11c4201b.mp3

Challenge

In enterprise organizations, analyst teams often struggle to meet the growing demand for data insights from business stakeholders. The larger the organization, the more complex the process becomes.

Follow-up questions, like slicing data differently or comparing time ranges, are hard to address, hindering critical decisions about campaign success or next steps. Adobe's goal is to streamline access to insights.

Screenshot of Meet Data Insights Agent

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/3/a7025c61aac044f507c337dbbb897569f4a0cba6d2de572c92d88a339e62520a.mp3

Meet Data Insights Agent

How can every stakeholder access the data and insights that they need without delays or extensive training? Enter the Data Insights Agent.

It turns natural language queries into visualizations and free-form tables. This agent taps into event, profile, journey, and offline data, simplifying discovery and enabling personalized dashboards instantly, eliminating long waits for analyst support.

Screenshot of Accessibility

  • :callout[AI Assistant sidebar]{type="rectangle" x1="0.38" y1="13.68" x2="2.52" y2="19.28"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/4/738b63e52519c5e7bb7ccf3555d6c6485756e41f80fc68a4043087bebae01cf8.mp3

Accessibility

The Data Insights agent lives within the Adobe Experience Cloud interface, accessible from the AI Assistant sidebar while you're working in an application or from a full screen view.

Agent Orchestrator intelligently routes your prompts to the most relevant agent based on context and products licensed. It ensures personalized, efficient responses tailored to your workflow.

Screenshot of Permissions & Access

  • :callout[AI Assistant: Product Knowledge permission item]{type="rectangle" x1="55.1" y1="51.08" x2="79.94" y2="57.28"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/5/d8e97310dc2f26bd941401b4039bbcdfee84e932fc9e1dfa212145dfd347241b.mp3

Permissions & Access

To use this agent, an administrator must grant you access to the AI Assistant through Customer Journey Analytics Access Control in the Experience Cloud Admin Console. It is located in the reporting tools permission group.

Access to Agent Orchestrator may require an additional license. Please contact your Adobe representative for more information.

Screenshot of First Prompt

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/6/37965d985880f9e475da3dd262651845be730d825ec3f7b6d0893dfd3fb06d54.mp3

First Prompt

Let's dive into the centralized experience and see it in action. I'll enter the prompt "Show me revenue by product category for the last three months".

Screenshot of First Prompt Results

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/7/2404d7c30abe3187aef0667d296dcca7dd4acf3341afd7be87c8cb503cee645d.mp3

First Prompt Results

Agent Orchestrator routes this prompt to the Data Insights Agent. It analyzes your query, breaking it down to understand key components like metrics, dimensions, and time ranges. This triggers the agent that identifies revenue as the metric, product categories as the dimension, and the last three months as the time frame.

Screenshot of Data table view

  • :callout[Change view to data table]{type="rectangle" x1="72.52" y1="18.68" x2="73.87" y2="23.48"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/8/540a8e00f7040b564df4998204b0bfc866f9ffebd998892c45ee99aaceddcf6a.mp3

Data Table View

From here, you can view the data as a data table.

Screenshot of View visualization

  • :callout[Change view to visualization]{type="rectangle" x1="73.98" y1="35.88" x2="75.55" y2="39.68"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/9/24323490ac897d69ab89ad63891154feb826f4f53e706a31b1428d27113028e2.mp3

View Visualization

Then, you can go back to the visualization.

Screenshot of Chart type

  • :callout[Change chart type]{type="rectangle" x1="24.76" y1="22.08" x2="38.92" y2="50.68"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/10/b8c4174a1158729b0fca21b308eef5b14236722e42e659652b2fa344cabe9091.mp3

Change Chart Type

From here, you can choose different types of visualizations for more flexibility.

Screenshot of Line chart

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/11/86f69da313817a93aa831ce6dabe2f65df8f4b864f12fa12e83fb64a6de4ee14.mp3

Line Chart

For example, this view displays a line chart for the data.

Screenshot of Second prompt

  • :callout[]{type="rectangle" x1="25.28" y1="82" x2="76.07" y2="94.2"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/12/92bcbb7a2beff07326449f638cacef0a7fe92fec169822e44d6443c537b56e0f.mp3

Second Prompt

Let's look at another prompt. I want to trend monthly events so far this year.

Screenshot of Second prompt results

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/13/1b54e528cb1aded73441f64e9e03e64203a61dee74ca789b30092c176f9517c6.mp3

Second Prompt Results

Behind the scenes, the Data Insights Agent parses the request, recognizing the need for a monthly breakdown, identifying events as the key metric, and setting the time range to the current year. The result is a dynamic, trended line visualization that brings your data to life, right within the Immersive App.

Screenshot of Third prompt

  • :callout[]{type="rectangle" x1="26" y1="79.68" x2="76.11" y2="95.48"}

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/14/e7cc6254c8c55fb3f312a1ead84bf17bc8bacb362e50421ecd49ba8624685ca4.mp3

Third Prompt

Here's a final prompt that I'll showcase. I want to understand the proportion of profit by product subcategory last quarter.

Screenshot of Third prompt results

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/15/0785f8f1ee38fac22b90f073e1c37074cc9a9e61ae38e4776d7bfd3bc114e6a5.mp3

Third Prompt Results

This generates a clear, interactive donut chart. The Data Insights Agent processes your request, recommends the optimal visualization, and delivers it inline. Plus, a concise explanation accompanies the chart, giving you context for the data.

Screenshot of Conclusion

https://cdn.experienceleague.adobe.com/assets/en/slides/data-insights-agent-overview/16/63f41c8e6d739985764059dbc2ebc0aa6d1fcfbc89aac66044b02a72a5664a1e.mp3

Conclusion

Thank you for joining us on this exploration of using the Data Insights Agent powered by Agent Orchestrator.