CustomerApi.Jobs.Insights.ExecuteAccountInsightAgentJob (25114822) • Oban

25114822 CustomerApi.Jobs.Insights.ExecuteAccountInsightAgentJob

Queue insight_agents

Attempt 1 of 2

Priority 0

Tags ...

Node customer_api@10.10.0.170

Queue Time 05:57.148

Run Time 02:32.006

Inserted 9h ago

Scheduled 9h ago

Completed 9h ago (02:33)

Cancelled —

Discarded —

Args

%{
  "account_id" => "142367",
  "account_insight_agent_id" => "57491da6-b830-4628-9509-9a67a876e747"
}

Recorded Output

%{
  notes: "Created 1 hygiene insight covering 13 published experiences older than 3 weeks with no seen activity or checklist enrollments in the last 30 days. Used created_at as the available age proxy for the >3 week published-age filter.",
  insights_data: [
    %{
      "action_plan" => "Treat this as a routine content hygiene pass.\n\n1. Review the linked experiences and confirm whether each campaign, clone, or account-specific notice is still meant to be live.\n2. Unpublish items that are no longer relevant, especially one-time announcements, partner-specific clones, and maintenance notices with no recent engagement.\n3. For **Architect Goal-Based Portfolio Tour-Step 1**, review why it logged errors before deciding whether to retire or troubleshoot it.\n4. Keep anything that is intentionally dormant only if there is a near-term plan to reactivate it.",
      "actions" => [
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID a900c811-c9da-4652-81d6-2d817a8c5b30 named 'ICN-2025-09-Sales Engagement Report Updates-GP Admin'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish GP Admin report flow",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID a900c811-c9da-4652-81d6-2d817a8c5b30 named 'ICN-2025-09-Sales Engagement Report Updates-GP Admin' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 1a0deac7-caf4-4d78-82a0-0cc901d232c8 named 'ICN-2025-09-Sales Engagement Report Updates-Home Office Admin'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Home Office report flow",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 1a0deac7-caf4-4d78-82a0-0cc901d232c8 named 'ICN-2025-09-Sales Engagement Report Updates-Home Office Admin' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 73619628-6ccc-4701-8035-ed33a4f9d243 named 'GLOBAL-2025-10-New User Tour/Welcome-NO Bulk Investments'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish no-bulk welcome flow",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 73619628-6ccc-4701-8035-ed33a4f9d243 named 'GLOBAL-2025-10-New User Tour/Welcome-NO Bulk Investments' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 0db1243b-8917-4db7-b00d-1ae2afb6a019 named 'GLOBAL-2025-10-New User Tour/Welcome-WITH Bulk Investments'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish bulk welcome flow",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 0db1243b-8917-4db7-b00d-1ae2afb6a019 named 'GLOBAL-2025-10-New User Tour/Welcome-WITH Bulk Investments' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID ea257f2e-8b35-44df-ba7b-027534af58f5 named 'Clone - For RJ User - ICN-2025-03-Advisor Dashboard Tour-WLPs'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Raymond James tour",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID ea257f2e-8b35-44df-ba7b-027534af58f5 named 'Clone - For RJ User - ICN-2025-03-Advisor Dashboard Tour-WLPs' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID cb2aecc3-4307-491b-83b1-61b1218fcfed named 'Clone - For RJ User - ICN-2025-03-Advisor Dashboard Announcement-Raymond James'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Raymond James announcement",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID cb2aecc3-4307-491b-83b1-61b1218fcfed named 'Clone - For RJ User - ICN-2025-03-Advisor Dashboard Announcement-Raymond James' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 639eb5ab-5d02-4609-90b6-237243ba84c1 named 'ICN-2025-03-Advisor Dashboard Announcement-Moss Adams'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Moss Adams announcement",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 639eb5ab-5d02-4609-90b6-237243ba84c1 named 'ICN-2025-03-Advisor Dashboard Announcement-Moss Adams' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID f584e02b-4431-4745-b485-c1cee7bcc362 named 'ICN-2024-11-Update Phone Number Format-Moneta'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Moneta phone update",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID f584e02b-4431-4745-b485-c1cee7bcc362 named 'ICN-2024-11-Update Phone Number Format-Moneta' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 85a5f2e0-1993-4ab9-8cc0-1a7859cf5e84 named 'ICN-2024-12-Update Phone Number Format-Blue Owl'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Blue Owl phone update",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 85a5f2e0-1993-4ab9-8cc0-1a7859cf5e84 named 'ICN-2024-12-Update Phone Number Format-Blue Owl' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 3fb6f0d8-6edc-4bb7-bcf3-d003c3d2d69e named 'ICN-2024-11-Update Phone Number Format-Cerity Partners'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Cerity phone update",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 3fb6f0d8-6edc-4bb7-bcf3-d003c3d2d69e named 'ICN-2024-11-Update Phone Number Format-Cerity Partners' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 598dffe5-ca1b-404b-b2f8-75861b6c181f named 'ICN-2025-10-Architect Goal-Based Portfolio Tour-Step 1'. This flow had 0 seen, 0 completed, 0 skipped, and 58 users with errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish Architect tour step",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 598dffe5-ca1b-404b-b2f8-75861b6c181f named 'ICN-2025-10-Architect Goal-Based Portfolio Tour-Step 1' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published web flow with ID 2a2d563e-b7a4-4810-94e9-2a6a73a3aa59 named 'iDirect Private Market Fund Course'. This flow had 0 seen, 0 completed, 0 skipped, and 0 errors in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish fund course flow",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the web flow with ID 2a2d563e-b7a4-4810-94e9-2a6a73a3aa59 named 'iDirect Private Market Fund Course' that was previously unpublished during inactivity hygiene review."
        },
        %{
          "cta" => "Unpublish",
          "prompt" => "Use the product_support agent and the unpublish_experience tool to unpublish the published checklist with ID f8c8a228-f0f5-4694-832f-02d9e1358180 named 'PNC Annuities Checklist'. This checklist had 0 seen, 0 completed, 0 skipped, and 0 dismissed in the last 30 days and is being reviewed as inactive published content.",
          "title" => "Unpublish PNC annuities checklist",
          "undo_prompt" => "Use the product_support agent and the publish_experience tool to republish the checklist with ID f8c8a228-f0f5-4694-832f-02d9e1358180 named 'PNC Annuities Checklist' that was previously unpublished during inactivity hygiene review."
        }
      ],
      "cta_text" => "Review inactive experiences",
      "entity_id" => nil,
      "entity_type" => nil,
      "expected_impact" => "Unpublishing stale experiences should reduce clutter in your published inventory, lower the risk of outdated messaging reaching users, and help your team focus optimization effort on content that still supports activation and adoption.",
      "finding" => "Using the available published content metadata, **13 published experiences created more than 3 weeks ago** had **no seen events or checklist enrollments in the last 30 days**.\n\n- [ICN-2025-09-Sales Engagement Report Updates-GP Admin](https://studio.appcues.com/flows/a900c811-c9da-4652-81d6-2d817a8c5b30/settings)\n  - Type: Flow\n  - Likely purpose: announce Sales Engagement Report updates to GP Admin users\n- [ICN-2025-09-Sales Engagement Report Updates-Home Office Admin](https://studio.appcues.com/flows/1a0deac7-caf4-4d78-82a0-0cc901d232c8/settings)\n  - Type: Flow\n  - Likely purpose: announce Sales Engagement Report updates to Home Office Admin users\n- [GLOBAL-2025-10-New User Tour/Welcome-NO Bulk Investments](https://studio.appcues.com/flows/73619628-6ccc-4701-8035-ed33a4f9d243/settings)\n  - Type: Flow\n  - Likely purpose: welcome and orient new users who do not have bulk investments enabled\n- [GLOBAL-2025-10-New User Tour/Welcome-WITH Bulk Investments](https://studio.appcues.com/flows/0db1243b-8917-4db7-b00d-1ae2afb6a019/settings)\n  - Type: Flow\n  - Likely purpose: welcome and orient new users who do have bulk investments enabled\n- [Clone - For RJ User - ICN-2025-03-Advisor Dashboard Tour-WLPs](https://studio.appcues.com/flows/ea257f2e-8b35-44df-ba7b-027534af58f5/settings)\n  - Type: Flow\n  - Likely purpose: Raymond James-specific dashboard tour clone\n- [Clone - For RJ User - ICN-2025-03-Advisor Dashboard Announcement-Raymond James](https://studio.appcues.com/flows/cb2aecc3-4307-491b-83b1-61b1218fcfed/settings)\n  - Type: Flow\n  - Likely purpose: Raymond James-specific dashboard announcement clone\n- [ICN-2025-03-Advisor Dashboard Announcement-Moss Adams](https://studio.appcues.com/flows/639eb5ab-5d02-4609-90b6-237243ba84c1/settings)\n  - Type: Flow\n  - Likely purpose: announce the advisor dashboard to Moss Adams users\n- [ICN-2024-11-Update Phone Number Format-Moneta](https://studio.appcues.com/flows/f584e02b-4431-4745-b485-c1cee7bcc362/settings)\n  - Type: Flow\n  - Likely purpose: prompt Moneta users to update phone number formatting\n- [ICN-2024-12-Update Phone Number Format-Blue Owl](https://studio.appcues.com/flows/85a5f2e0-1993-4ab9-8cc0-1a7859cf5e84/settings)\n  - Type: Flow\n  - Likely purpose: prompt Blue Owl users to update phone number formatting\n- [ICN-2024-11-Update Phone Number Format-Cerity Partners](https://studio.appcues.com/flows/3fb6f0d8-6edc-4bb7-bcf3-d003c3d2d69e/settings)\n  - Type: Flow\n  - Likely purpose: prompt Cerity Partners users to update phone number formatting\n- [ICN-2025-10-Architect Goal-Based Portfolio Tour-Step 1](https://studio.appcues.com/flows/598dffe5-ca1b-404b-b2f8-75861b6c181f/settings)\n  - Type: Flow\n  - Likely purpose: first step in an Architect goal-based portfolio tour\n  - Note: this flow still logged **58 errors** despite **0 seen** users\n- [iDirect Private Market Fund Course](https://studio.appcues.com/flows/2a2d563e-b7a4-4810-94e9-2a6a73a3aa59/settings)\n  - Type: Flow\n  - Likely purpose: promote or guide users through the iDirect private market fund course\n- [PNC Annuities Checklist](https://studio.appcues.com/checklists/f8c8a228-f0f5-4694-832f-02d9e1358180/edit)\n  - Type: Checklist\n  - Likely purpose: drive annuities onboarding or task completion for PNC users",
      "outcomes" => ["activation", "adoption", "engagement"],
      "priority" => "high",
      "title" => "13 published experiences have had no activity for more than 30 days.",
      "type" => "issue"
    }
  ]
}

Errors

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