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 and then, in the left sidebar, click Agents.

  2. On the Agents page, find Audience Summary and then click Edit .

  3. Review and configure the settings on the following tabs:

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

    • 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.

  4. Click Save Changes and then click Back to agents.

  5. Run the agent.

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