Omnisend Agent in Reports is an AI-powered assistant available throughout Omnisend Reports. Instead of manually reviewing charts and filtering metrics, you can ask questions in plain language and receive AI-generated insights based on your account's reporting data.

Omnisend Agent works across all report pages – and keeps processing in the background even when you navigate elsewhere in the app.

Omnisend Agent is a conversational assistant built into Omnisend Reports. Type a question or select a predefined prompt, and Agent analyzes your account's reporting data and responds with insights – including data tables, trend breakdowns, and actionable recommendations.

Every conversation can cover all supported reporting data in your account, regardless of which page you started from. You can ask about campaigns, workflows, forms, sales, products, and deliverability in the same conversation.

After answering, Omnisend Agent suggests follow-up questions you can click to keep exploring your data without typing a new prompt.

To access the standalone Omnisend Agent page, go to Reports → Omnisend Agent.

You can also access Omnisend Agent from any Reports page in Omnisend – including Sales, Products, Campaigns, Automation, Forms, and Deliverability – as well as from the Dashboard Overview.

You can start a Omnisend Agent conversation in two ways:

Navigate to any supported page, then type your question or select a prompt to begin.

When you open an individual campaign, workflow, or form report, you'll see a Get summary button above the report data.

Omnisend Agent summarizes campaign performance to date. For workflows and forms, it summarizes performance for the selected date range. After the summary loads, you can continue the conversation and ask about any other reporting data in your account.

After answering, Omnsiend Agent can suggest clickable follow-up questions so you can keep exploring related data without typing a new prompt. You can also type your own question at any time.

Some questions take additional processing time. If you navigate away while Omnisend Agent is generating an answer, it continues in the background.

A progress indicator shows that your answer is still being generated. Once it's ready, you'll receive a link back to the original conversation. The completed answer opens in a new browser tab.

To clear your current conversation and begin a new one, click Start over in the top-right corner.

Use this to get a clear picture of where your new contacts are coming from and which acquisition sources are underperforming.

Omnisend Agent returns a channel-by-channel breakdown of subscriber growth and unsubscribes across Email, SMS, and Push – showing monthly trends over a longer historical period. It flags specific events that stand out, such as a mass-unsubscribe spike following a list import, and identifies which channels are actively growing versus stalled. The response closes with a clear summary of your list's overall health and what to investigate next.

Use this to get a quick overview of how your marketing channels performed last month and identify anything that needs attention.

Omnisend Agent returns a cross-channel performance summary for the selected period, covering key metrics such as emails sent, open rate, click rate, delivery failures, and attributed revenue. It highlights what stands out – such as a high failure rate or zero revenue – and provides context to help you identify the most actionable issue before your next send.

Use this to identify which campaigns are generating the most value – by total revenue or by order quality.

Omnisend Agent returns a ranked table of campaigns with attributed orders, total revenue, and average order value. It also adds context – for example, flagging campaigns with a high order value but a small send volume – so you can interpret the data accurately before acting on it.

Use this to understand whether your Automation workflows are contributing revenue and which ones may be worth reviewing or activating.

Omnisend Agent shows which workflows have been sending and their attributed revenue. It also calls out workflows that are set up but not active – such as abandoned cart recovery, welcome series, or browse abandonment – and flags them as potential revenue gaps worth exploring.

Use this to see which deliverability metrics changed the most and identify areas that may need attention.

Omnisend Agent returns a metric-by-metric comparison across three areas – volume and delivery, engagement, and list health – showing exact values and percentage changes for each. It flags the biggest increases and decreases, and adds context to help you interpret them correctly.

Omnisend Agent in Reports is available on paid plans only. If you can't access it, verify that you're on a paid plan under Store Settings → Pricing and usage.

Some questions require more processing time. You don't need to stay on the page – Omnisend Agent continues in the background. Navigate elsewhere in Omnisend and return when you receive the notification link with your completed answer.

AI-generated responses are based on the reporting data in your account and may occasionally contain errors. If a response doesn't look right:

Conversation history is stored for your current login session only. If you've logged out and back in, your previous conversation will not be available. Start a new conversation from any supported report page or the standalone Omnisend Agent page.

The Get summary button is only available inside individual reports – such as a specific campaign, workflow, or form report. It doesn't appear on overview or list pages. Open an individual report to find it.

Can I ask about reports other than the one I opened Omnisend Agent from?

Yes. Every Omnisend Agent conversation in Reports pages can cover all supported reporting data in your account, regardless of which report you started from. For example, if you open Omnisend Agent from a Forms report, you can still ask about campaigns, automation, or sales in the same conversation.

Do I have to use the predefined prompts?

No. You can type your own question in natural language at any time. Predefined prompts are there as a starting point – they're especially useful for quickly generating form or workflow recommendations or summarizing report performance.

Does Omnisend Agent in Reports replace the standard report pages?

No. Omnisend Agent is a complementary tool that helps you interpret data faster. For detailed metrics, raw data, and historical comparisons, use the standard report pages in Omnisend.

How is the data in Omnisend Agent responses calculated?

The date grouping depends on the data type. For subscriber growth, data is recorded by the day each event occurred. For campaign and messaging data – including opens, clicks, and revenue – numbers are grouped by the day each message was sent. Each response includes a note at the top showing the date range, timezone, currency, and how data is grouped.