Matik Insights is currently in Beta mode. Unexpected issues and bugs may occur when using this feature. Always review all output generated to ensure successful results. If you experience issues, have feedback, or would like to report a bug, please contact firstname.lastname@example.org.
This feature is not currently avaliable to all customers. If you are interested in participating in the beta please reach out to your account manager.
Matik Insights uses AI to analyze your existing dynamic content to produce additional insights and summaries that can be inserted into your presentation as dynamic content. It can be used to create headlines and sub-headlines, detailed speaking notes, and callout boxes. The AI uses the data returned from dynamic content and additional context around how that dynamic content is configured in Matik to create comprehensive insights.
Matik Insights can provide several different types of analysis in various text output formats to meet your presentation's specific needs.
- Describe - Provides a description of your dynamic content output
- Analyze - Identifies trends when your dynamic content returns complex data
- Summarize - Provides a high-level summary of the data returned by dynamic content
- Compare - Looks at two different types of dynamic content
You can also specify the output length and whether you want a brief sentence, a full paragraph, or bulletins.
When Matik Insights runs, Matik will run your desired dynamic content and associated inputs and analyze the resulting data to create insights, summaries, etc. Matik Insights will also utilize your dynamic content setup to derive context for the data returned. We highly recommend providing a description for any dynamic content used with Automated Insights to ensure the AI has context and definitions around the data returned. See below for more information.
- Create a new piece of dynamic content
- Select Insights
- Choose your function under I want to: Analyze, Summarize, Compare.
- Select the Dynamic Content you want to analyze. Note that if you select Compare, you will need to select at least 2.
- Select the length and type of output you desire: One Sentence, One Paragraph, Bulleted List, or Numbered List. For list outputs, specify the desired list length.
- Add Any Needed Context to your Dynamic Content, Test, and Optimize. See below.
- Tag Matik Insights dynamic content as you would any other text in your Matik Presentation or Email Templates
*Matik Insights is currently a beta feature not available for all customers. Speak to your account manager if you are interested in using it for your organization.
Adding Context to Your Dynamic Content
Matik Insights needs context on the meaning of your dynamic content to produce meaningful and coherent results. This context is provided within the setup of the dynamic content used by Automated Insights. Filling out the description box of any Dynamic content used is essential. For example, a piece of dynamic content called total_cost simply passes an input value through.
Asking Matik Insights to Describe Total_Cost in one sentence results in:
If we add a description to the Dynamic Content Total_Cost, our results are much clearer.
The AI now knows what this data point means and can create a comprehensive sentence.
Note that Automated Insights can also take context from the name of your dynamic content. For example, a piece of dynamic content named Pct_of_tickets_solved_under_24_hours with no description and a value of .43 will produce 43% of tickets are resolved within a 24-hour timeframe.
If your dynamic content name is unclear or non-sensical to a general population, you will likely need to clarify your dynamic content in the description.
Testing and Optimizing
Thoroughly test your Automated Insights over a large range of inputs and scenarios to ensure it is properly comprehending and analyzing your data and dynamic content correctly. You may need to try out a combination of different wordings and descriptions in your source dynamic content description to get a version that works best for the AI to understand and create content for your specific use case.
Adding additional context about potential outcomes to your dynamic content description can also be used to provide actionable insights, baselines, and more to your insights. Include info such as peer benchmarks, action items for certain conditions, and more to have the AI include in its insights. For example:
However, if we add the peer average and a recommended action for customers under 50%:
Note: the output was also changed to paragraph
- Thoroughly test your Automated Insights dynamic content under a range of inputs and dynamic content values.
- Ensure the dynamic content being used by Automated Insights has a clearly written description.
- Test multiple variations of descriptions to see which one produces the best results for your use case.
- Add context to the significance of different value ranges in your dynamic content description if you would like them to appear in your generated insights.
- Name your dynamic content, inputs, and data columns with easy-to-understand names to give the AI context to your data.
- To generate Automated Insights, Matik must first run the dynamic content being fed into Automated Insights and then generate the insights. If you find Automated Insights is taking a while to generate look into optimizing your dynamic content runtime.
The Compare functionality is a great way to create insights from two data points. Consider the following chart which shows the Cost of Creating Presentations with and without Matik:
The numbers come from two different dynamic content:
Note the descriptions in the dynamic content. "without using Matik" was strategically added to make the AI focus more on Matik's effect. Combining them in Automated Insights - Compare results in the following: