25431137 CustomerApi.Jobs.Insights.ExecuteAccountInsightAgentJob
Queue insight_agents
Attempt 1 of 2
Priority 0
Tags ...
Node customer_api@10.10.1.109
Queue Time 00:00.012
Run Time 01:22.145
Inserted 16h ago
Scheduled 16h ago
Completed 16h ago (01:23)
Cancelled —
Discarded —

Args 

%{
  "account_id" => "215498",
  "account_insight_agent_id" => "d2537b73-a19f-49a4-8126-59fdfe1de9a8"
}

Meta 

%{
  "deps" => [],
  "name" => "execute",
  "on_hold" => false,
  "partition" => true,
  "partition_key" => "PKU1mxinBe+6F1xlt/fBQR7r4Tlr/XxQD1txRr6QMiE",
  "recorded" => true,
  "return" => "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" <> ...,
  "structured" => true,
  "uniq" => true,
  "uniq_bmp" => [1, 0, 2, 3],
  "uniq_key" => "9Na0Bh7c1lUuhPfc/d5YcGFGr1DWYWbXprmgXENWpSY",
  "workflow" => true,
  "workflow_id" => "019de128-33b9-7425-97b9-20c20426f1d1"
}

Recorded Output 

%{
  notes: "Created 1 CVR-style insight summarizing available account value, risks, and 90-day opportunities. Some requested inputs were unavailable from current tools, so those fields were marked N/A and the review relied on verified memory plus benchmark documentation.",
  insights_data: [
    %{
      "action_plan" => "## 90-Day Plan\n1. **Turn one proven use case into a repeatable success journey.** Start with the payments workflow, where the account already has the strongest evidence of user response. Pair a short flow with a checklist because Appcues benchmark data shows checklists outperform generic flows for time-to-value motions at **62.22% completion** vs. **27.44%** for web flows .\n2. **Stop spending inventory on low-intent feedback prompts.** The two UX-lite feedback flows below **2%** completion should either be redesigned with tighter targeting or retired. Use shorter prompts and deploy them only at moments of clear user intent.\n3. **Measure outcomes, not just completions.** Add Goals to the highest-traffic live experiences and define success events tied to payment completion, feature usage, or support deflection. Appcues guidance explicitly recommends attaching Goals and using control experiments to compare lift vs. baseline .\n4. **Reduce banner dependence for adoption use cases.** Keep banners for awareness, but move conversion-oriented moments to contextual tooltips, micro-flows, and a Launchpad. Appcues guidance notes that a single targeted tooltip is often the most effective pattern for feature adoption, and Launchpads benchmark at **50.76% return**  .\n5. **Re-establish a retention signal.** Relaunch NPS with follow-up paths for promoters and detractors. This fills a major gap in the current portfolio and creates better executive-level proof points for future CVRs.",
      "actions" => [],
      "cta_text" => "Review CVR narrative",
      "entity_id" => nil,
      "entity_type" => nil,
      "expected_impact" => "A 90-day shift from broad announcements to goal-linked activation journeys should improve completion quality, create clearer ROI evidence, and diversify the account beyond banner-led communication.",
      "finding" => "Based on the CVR analysis of **Closinglock**'s account, here are your insights.\n\n## Key Stats\n| Metric | Value |\n|---|---:|\n| Messages Shown (365d) | **566,647** |\n| Users Who Saw an Experience (365d) | **N/A — data needed** |\n| Tracked Users (365d) | **3,870,806** |\n| Experiences Published or Updated (365d) | **32** |\n| Average Completion Rate* | **15.6%** |\n| Estimated Engineering Hours Saved | **416 hours** |\n\n\\*Average completion rate reflects the measured flows available for this review: **exit payment flow - 1 (37.6%)**, **Completed payments survey (22.2%)**, **File details page: UX-lite Feedback (1.4%)**, and **Legacy files table: UX-lite Feedback (1.1%)**.\n\n## Experience Type Mix\n- **Banners:** **422,025 messages** (**74.5%** of total)\n- **Flows:** **144,622 messages** (**25.5%** of total)\n- **NPS:** legacy object exists, but **no responses found in the last 365 days**\n- **Checklists / Launchpads:** **no usage found**\n- **Pins / Workflows:** configured minimally, with no meaningful adoption footprint surfaced in available data\n\n## Flow Performance\n| Flow | Starters | Completers | Completion Rate | Notes |\n|---|---:|---:|---:|---|\n| exit payment flow - 1 | 12,091 | 4,548 | **37.6%** | Best-performing measured flow; above the Appcues 2025 web flow benchmark of **27.44%**  |\n| Completed payments survey | 16,564 | 3,684 | **22.2%** | Roughly in line with the Appcues survey-flow benchmark of **22.84%**  |\n| File details page: UX-lite Feedback | 3,830 | 53 | **1.4%** | Critically low engagement |\n| Legacy files table: UX-lite Feedback | 2,466 | 26 | **1.1%** | Critically low engagement |\n\n**Flow-level data gaps:** skippers, error counts, and exact last-live dates for measured performance were not available in the current toolset, so those red-flag checks are **N/A — data needed**.\n\n## Identified Use Cases\n| Use Case | Supporting Evidence | Maturity |\n|---|---|---|\n| **Transactional guidance around payments** | Multiple payment-related flows and surveys, including **exit payment flow - 1** and **Completed payments survey**, plus high measured volume | **Established** |\n| **Broad customer communications / announcements** | Heavy banner usage; recent experiences include communication announcements and MFA banners; banners account for **74.5%** of all message volume | **Established** |\n| **In-product feedback collection** | Multiple UX-lite feedback flows across file details, legacy files, beta features, and client feedback concepts | **Emerging** |\n| **Security / MFA change management** | New client portal and customer portal MFA banners/embeds were created and updated very recently | **Emerging** |\n| **Lifecycle measurement via NPS** | Legacy NPS object exists, but no response activity surfaced in the last 365 days | **Emerging / stalled** |\n\n## Use Case Gaps\n### 1) Checklists\n**Why it is relevant:** Closinglock is already using flows to support transactional education and feedback, but there is no live checklist motion to carry users through a repeatable success path. Appcues checklists average **62.22% completion**, materially higher than average web flow completion, and are especially suited for time-to-value journeys  .\n\n**Suggested first step:** Launch a **3–4 item checklist** for a high-value path such as first completed payment or first successful portal setup, with event-based completion criteria and a welcome flow prerequisite .\n\n### 2) Launchpads\n**Why it is relevant:** The account is heavily dependent on banners for awareness. A Launchpad would give users a persistent self-serve hub for announcements, how-to guidance, and support content instead of relying on one-time banner impressions. Appcues Launchpads show **50.76% return** in benchmark data .\n\n**Suggested first step:** Stand up a small Launchpad focused on **payments help, MFA/security updates, and new communications features**.\n\n### 3) Goal-based measurement and control testing\n**Why it is relevant:** The account is clearly active, but impact is still being inferred from completion rather than tied consistently to downstream behaviors. Appcues recommend" <> ...,
      "outcomes" => ["activation", "adoption", "retention", "engagement"],
      "priority" => "high",
      "title" => "Closinglock has strong scaled reach efficiency, but value is concentrated in banners and a few payment-feedback flows",
      "type" => "opportunity"
    }
  ]
}

Errors 

No Errors