AI Agent Usage: Adoption and Strategic Insights
The AI Agent Usage report provides a comprehensive look at how partners engage with the platform's conversational AI assistant. By measuring the journey from initial login to active messaging, this four tab report surfaces both quantitative adoption metrics and qualitative strategic insights derived from partner interaction patterns.
Description
Measures how partner accounts and users interact with the platform's built in conversational AI Agent, tracking adoption through the full funnel from login to opening the agent to sending messages.
Beyond quantitative metrics, a drill through tab exposes the actual conversations partners are having with the agent, and a dedicated strategic insights tab applies AI analysis to identify partner content needs, product focus areas, market gaps, and actionable short and long term recommendations.
Filter Options
Date Range (Dates Slicer)
Account Groups
Account Profiles
Test Account Indication
Tab 1: AI Agent Overview
This tab tracks the high level adoption funnel to understand how effectively the AI Agent is being integrated into the partner workflow.
| Section | What It Shows |
|---|---|
| Monthly Users Used AI Agent | Line chart of monthly unique users interacting with AI Agent |
| User Activity Funnel | Step down funnel: Users Logged In → Users Opened AI Agent → Users Messaged AI Agent (with % conversion at each step) |
| Suggested Messages Used % | Percentage of chats initiated via pre suggested prompts vs. free form input |
| KPI Cards | Accounts Adoption, Accounts Messaged AI Agent, Users Messaged AI Agent, Accounts Logged In, Users Logged In, Accounts Opened AI Agent, Users Opened AI Agent: each with period over period % change |
Tab 2: AI Agent Usage Activity Details
Focuses on engagement depth, highlighting how often partners return to the agent and how they interact with the responses provided.
| Section | What It Shows |
|---|---|
| Activity Details Table | Per account/user breakdown: Account ID, Account Name, User Name, Chat Count, Messages Sent, Multi Message Chat count, Likes, Dislikes, Copies |
| Chat Overview KPI Cards | Messages Sent, % Chats With Copy/Download, % of Multi Message Chats, Chat Count, Dislikes, Likes, Copies, Downloads: each with period over period % change |
Tab 3: AI Agent Prompt Details (drill-through tab)
A detailed audit log that allows administrators to review the exact nature of partner inquiries to identify specific support or content gaps.
| Section | What It Shows |
|---|---|
| Prompt Details Table | Per message drill down: Account ID, Account Name, User Name, Thread Name, Message Sequence, Input Prompt, Response Received |
Tab 4: Strategic Insights (AI-generated analysis)
Note: Strategic Insights are generated for full calendar months only and become available after each month has ended. This is not a real time analysis: the insights reflect completed monthly data and are refreshed once the prior month closes.
| Section | What It Shows |
|---|---|
| Target Market Focus | Identifies high intensity vs. low intensity market segments being discussed (e.g., SMB as core focus, Enterprise/Healthcare as opportunity gaps) |
| Content Deep Dive | Top content themes and their percentage share of partner requests (e.g., Azure Migration 15.3%, Secure AI Productivity 12.9%) |
| Product Portfolio Analysis | Most frequently mentioned products/solutions ranked by mention volume |
| Representative Request Examples | Sample verbatim partner prompts grouped by request category (Social Media, Email Marketing, Content Optimization, etc.) |
| Immediate Opportunities | AI recommended short term actions (e.g., develop industry specific campaign templates) |
| Long term Enhancements | AI recommended roadmap items |
| Immediate Action Items | Step by step projected action plan |
| Partner Request Categories | Bar chart ranking request categories by volume % |
| Report Summary | Narrative synthesizing key themes from partner prompt analysis |