Using Nova Agent

Nova Agent is a conversational AI agent that can help you perform certain tasks in Iterable. It also helps answer questions you may have about Iterable, in general. Some common tasks that Nova Agent can help with include:

• Reviewing, editing, or creating campaigns, templates, experiments, Handlebars, journeys, snippets, and more.

• Asking analytics-based questions about the performance of your campaigns.

• Referencing key details about your project's data schema and content, like Creative Library assets, data feeds, and catalog. This can be helpful if you want to inventory these items or get information about them.

# In this article

# Navigating Nova Agent

You can access Nova Agent in feature-related windows when you see a Review button with the Nova Agent icon next to it. Otherwise, access the agent anyplace in the app by clicking the Nova Agent icon at the top right corner of any Iterable page or from the Iterable Command Center homepage.

Other tips for using Nova Agent include:

• Resizing the agent window by dragging the left border to accommodate the type of content you're viewing. This is especially helpful when you're viewing long, detailed responses from Nova Agent.

• Accessing a recent chat, starting a new one, or renaming the current one by clicking the three-dot overflow menu at the top of the Nova Agent window. You can also rename or delete a recent chat from this window. Alternatively, you can view, revisit, and rename past conversations from the Jump Back In menu on the Nova homepage.

• For best results, focus conversations around a specific task and limit the scope of your query to a single feature or task. You can also ensure that Nova Agent has the right context by asking your question from the same window that you're using to perform the task. For example, you can ask, "review this template" from the window where you're viewing it.

• Typing @ to access a menu of the shortcuts that you can insert in the prompt you're typing. For example, if you're creating a campaign and want help inserting items from a specific catalog, you might type show recommended items from @. This displays a list of shortcuts from which you could select Catalog, and then navigate to the catalog you want to use.

  Other shortcuts include campaigns, journeys, snippets, Creative Library, merge parameters, and data feeds.

# Review and fix a template before you send it

Building campaigns can be tricky, and getting the details just right isn't always easy. Now, with Nova Agent, you can review a template before you use it. Use it to review the alt text, spelling and grammar (for visible text), links, and Handlebars that are included in the template.

For a template you want to check:

1. Click the Review button at the top of the Design pane from the Details page for the template.

   

2. To review the issues Nova finds and make changes, click Go To Design.

3. To have Nova fix the issues it found, click Auto-fix Issue. Note that Alt text issues are only flagged by Nova Agent, but can't be fixed automatically.

4. Check the changes Nova made and if you approve of them, click Save to apply them. All future campaigns that use this template will use the corrected version.

# Learn about campaign analytics

Understanding the finer details about your campaigns is a vital part of any marketing effort, but digging through reports can be painstaking. With Nova Agent, you can get answers to questions about your campaigns with simple natural-language questions and responses. You can ask Nova Agent to:

• Provide insights about various campaign metrics. Nova will let you know if a metric is not supported and suggest alternatives.
• View charts for trends and comparisons when charting is enabled for your account.

To get the best results when using Nova Agent to learn about campaigns, post queries that:

• Focus on campaign-specific analytics, not those related to individual users, segments, or locations (these are not supported).
• Specify dates for your query, otherwise, responses default to the last seven days.
• Request insights for no more than 31 days of data at a time.
• Don’t request insights for dates before November 11, 2025.
• Inquire about no more than four metrics per query.

At this time:

• Lifetime metrics and bot-filtered variants aren’t available.
• Heavy “discover my top X campaigns” analysis that includes multiple metrics isn’t supported, but you can ask questions like, "show me my top three campaigns."

# Example analytics queries

You can ask Nova Agent to provide insights about various campaign metrics, but you can also ask it to suggest data points that might be useful. For example, you might ask:

• "What's the open rate for campaign 12345?"
• "How did my President's Day campaign perform?"
• "How many messages of any type were sent and how many were opened?"
• "In the last month, which campaigns had the highest open rate?"
• "What other details are you able to share with me that might be helpful for my team to see?"

# Set up experiments and get useful insights

A/B testing helps you improve campaigns, but it’s easy to get stuck setting them up, searching for metrics, or reading results. To simplify this process, let Nova Agent walk you through experiment creation and help you interpret what you’re seeing. For example, it can:

• Help you draft and configure experiments.
• List experiments and review details for a specific one.
• Provide a plain-language interpretation of results for specific metrics you inquire about.
• Make changes to an existing draft.
• Coordinate template changes when variants need different content.

When using Nova Agent to manage experiments, note that:

• Starting a test, picking a winner, ending a test early, or deleting a test always needs your explicit approval; Nova won’t complete these actions on its own.
• Searches can't exceed a 31-day period.

# Example experiment queries

You can ask Nova Agent to help you draft and configure experiments, list experiments, and review details for a specific one. For example, you might ask it to:

• "Find all running experiments created in the last two weeks."
• "Create an experiment with three subject line variants to test urgency messaging."
• "Show the current state and key details of experiment 12345."
• "I haven't set up an experiment before. What are some common ways to get started?"

# Create and troubleshoot Handlebars

Handlebars lets you personalize messages with merge tags and conditional logic, but complex use cases can require deep coding knowledge or time for troubleshooting. Nova Agent can help you build successful dynamic content faster. Use it to:

• Generate valid Handlebars by asking for help directly in the Nova Agent window. For example, you might prompt it to:

  "Give me the Handlebars code that shows a user's first name with a fallback of 'Hi there.'"

  Nova Agent references Iterable's documentation and your project's data, and can respond with bespoke, functional Handlebars expressions:

  {{defaultIfEmpty firstName "Hi there"}}

• Audit a template or ask about Handlebars issues and let the agent validate Handlebars and fix common errors automatically. For example, you might ask:

  "The preview says the template failed and couldn't load. Is something wrong with this new Handlebars code I added?"

  {{#ifGt age 21}}Celebrate!{{/ifGt}}

  Nova Agent will reference Iterable's documentation and your project's data to provide context and suggestions for how to improve the expression. It might respond:

  “If an #ifGt expression references a non-existent or null field, the template will fail.” The agent might also ask if the age field is missing for some users and may suggest a safety check or defaultIfEmpty helper to prevent the issue.

Be sure that you test any Handlebars code Nova Agent recommends. While it is unlikely that Nova Agent will recommend invalid Handlebars code, it is always best to test your Handlebars code before using it in a campaign.

# Get answers to general questions about Iterable

Nova Agent can answer general questions about Iterable and specific questions about certain types of data in your project. Use it to:

• Provide information about Iterable features and capabilities.
• Answer questions about Iterable usage and best practices.
• Help you troubleshoot issues with Iterable.

# Example general queries

• "What's the best way to use Catalog?"
• "How do I troubleshoot a campaign issue?"
• "What are the latest features in Iterable?"