1. Understanding agents

Audience summary

The Audience Summary agent analyzes target industries and audience segments to generate structured audience intelligence reports. It helps you understand relevant trends, news, and key characteristics that inform marketing and strategy decisions.

After you provide information about a target audience or industry, the agent:

  • Analyzes the input and researches current trends, news, and key characteristics.

  • Generates a structured audience summary with actionable insights.

When to use

Use the Audience Summary agent for the following business scenarios:

  • Identifying current trends, challenges, and opportunities within a market.

  • Supporting strategy development with data-driven audience insights.

  • Understanding audiences or industries before planning campaigns.

Edit the configuration

Before running this agent, review and update its configuration to control how it generates content.

The configuration determines what the agent produces and how it behaves, so you can align it with your brand, audience, and use case.

Before you begin

Make sure you have a Builder License assigned to your user account. This license is required to edit agents.

To edit the configuration:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Audience Summary.

  3. Click the actions menu > Edit.

  4. Review and configure the tabs:

    • Overview - view the agent's basic information, how it works, and inputs required to run it. This tab is read-only.

    • Parameters - define guidance that shapes how content is generated. For example, you can specify target audiences, channels, languages, and formats.

    • Schemas - define structured JSON output formats. For example, you can add schemas for blog posts, email content, or social media posts.

      • Account Enrichment Schema - a predefined schema is provided. You can edit or add properties such as target audiences and industries, industry news, and account name, to match your desired format.

    • HTML Templates - define how generated content is formatted and displayed in previews. Templates typically correspond to the defined schemas.

    • Workflow - view the agent’s execution workflow, including all processing steps. This tab is read-only.

  5. Click Save Changes. Return to the Agents page and run the agent.

Run the agent

Use the Audience Summary to research and summarize a specific audience segment or industry including relevant news and trends.

To run the agent:

  1. In the navigation menu, click Agentic. Then, in the left sidebar, select Agents.

  2. On the Agents page, find Audience Summary.

  3. Enter a Space Title for the run.

    In the Agents section, the selected agent is added by default.

  4. Provide the required inputs:

    • Audience Information - enter the target audience or industry you want to analyze.

      Example: retail, IT professionals

    • Upload CSV - attach a CSV file containing audience or account data.

  5. Optionally, click Add context to provide additional background that guides how the AI generates responses.

    • Artifacts - use any artifacts previously generated in the current space.

    • Brand kits - select your organization's brand kit.

  6. Click Create.

  7. The new space created for the run opens. Click Run to start the agent.

    Tip

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    When processing is complete, the results appear in the space.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

    To learn more about what’s included in a space, see View a space.

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