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4 changes: 4 additions & 0 deletions cspell.json
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Expand Up @@ -54,6 +54,10 @@
"Avira",
"Autocapture",
"Autocaptured",
"agentic",
"Agentic",
"automations",
"Automations",
"automasking",
"autoload",
"Automagically",
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1 change: 1 addition & 0 deletions pages/docs/features/_meta.ts
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@@ -1,4 +1,5 @@
export default {
"agentic-automations": "Agentic Automations",
"alerts": "Alerts",
"annotations": "Annotations",
"embeds": "Embeds",
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77 changes: 77 additions & 0 deletions pages/docs/features/agentic-automations.mdx
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import { Steps, Callout } from 'nextra/components'

# Agentic Automations

## Overview

Mixpanel Agentic Automations are AI agents you configure once that do recurring analysis work for you and deliver the result where you already work.

<Callout type="info">
Agentic Automations are in beta. If you'd like access, please reach out to your Mixpanel account team to join the waitlist.
</Callout>

## Types of Agentic Automations

- **KPI Monitoring** *(available now)* — Watches a metric you own and ships a personalized digest on the cadence you choose. See [below](#kpi-monitoring) for details.
- **Research** *(coming soon)* — Runs open-ended analyses on your data and writes up the findings, so you spend less time scoping investigations and more time deciding what to do.
- **Event-triggered** *(coming soon)* — Runs an agent every time a specific event fires — for example, investigate each time a user churns or submits negative NPS feedback.
- **Data governance** *(coming soon)* — Watches your tracked data for anomalies or discrepancies and flags them for review.

## KPI Monitoring

A KPI Monitor watches a metric you care about and ships a personalized digest on the cadence you choose. Each digest summarizes what changed in the last window, calls out shifts the agent considers notable, and gives you a way to give feedback so we can improve what the agent surfaces over time.

### Create a KPI Monitor

<Steps>

{<h3>Pick the metric to monitor</h3>}

Choose any Insights-style event metric — sums, counts, or unique counts over an event you've already instrumented. The agent will use the metric's existing definition (filters, breakdowns, time grain) as the source of truth for what it watches.

{<h3>Pick a cadence</h3>}

Digests can be delivered hourly, daily, or weekly. Pick the rhythm that matches how your team operates — daily is a good default for most active KPIs.

{<h3>Pick a delivery channel</h3>}

Digests can land in Slack or in-product. Slack delivery requires the [Slack integration](/docs/features/slack-integration) to be configured for your project.

{<h3>Save the Automation</h3>}

The agent runs on schedule — your first digest arrives at the next cadence boundary. You can pause, edit, or delete the Automation at any time.

</Steps>

### What's in a digest

- A short summary of what the metric did in the last window vs. baseline.
- Any shifts the agent considers notable, with the agent's reasoning.
- A thumbs-up / thumbs-down feedback widget on every digest.

### Feedback

Every digest includes a thumbs-up / thumbs-down widget. This is the most direct signal we use to improve digest quality — please rate digests honestly. Feedback drives prompt and model iteration.

## Limits

- **Metric types.** KPI Monitors today support Insights-style event metrics only. Funnel and retention metrics aren't yet supported.
- **Delivery channels.** Slack and in-product only today. Email is on the roadmap.
- **Cadence.** Hourly, daily, or weekly. There's no per-user delivery window control yet (e.g., "weekdays 8–10am local") — that's planned.

## Coming next

- Email delivery for digests.
- Funnel and retention support via saved metrics.
- Customizable notification windows (timezone, time-of-day, quiet hours).
- New automation types beyond KPI Monitoring.

<Callout type="info">
Interested in early access or helping us shape these features? Reach out to your account manager and ask to be connected with our product team.
</Callout>

## Related

- [Alerts](/docs/features/alerts) — threshold and anomaly notifications, complementary to digests
- [Slack Integration](/docs/features/slack-integration) — required for Slack delivery
- [Saved Metrics & Behaviors](/docs/features/saved-metrics-and-behaviors) — the metric definitions a KPI Monitor watches
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