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Agility Intelligence

Use Agility Intelligence to get an AI-powered view of your brand, competitors, market, and recommended next steps, all in one shareable workspace.

Agility Intelligence gives you a complete, AI-powered view of your brand, your competitors, your market, and the actions worth taking next. Each report pulls together first-party data, licensed analytics, and AI research into a single, shareable workspace you can use to plan strategy and media decisions with more precision.


Accessing Intelligence

  1. Log in to your Agility account.

  2. From the left-hand navigation menu, select Intelligence.

If no report has been generated yet, the page shows a No Intelligence Report placeholder with a Generate Intelligence button.


Generating an Intelligence Report

  1. On the Intelligence page, click Generate Intelligence (or New Report if you already have reports).

  2. The Intelligence Report Assistant panel opens and builds your report automatically using your advertiser profile and brand domain. You can add extra context in the assistant to sharpen the results.

  1. While the report builds, you will see a Generating Intelligence Report status with live progress (for example, "Generating Company Profile..."). Sections appear as they finish.

  1. When the report is ready, its date is shown at the top of the page, and all four tabs are populated.

You can generate and keep multiple reports over time. Each one is saved so you can compare how your position changes.

Note: If a report fails to generate, you will see a Generation failed message with a Retry option. If it keeps happening, contact our team through Agility Chat.

Note: To change the brand domain associated with your account, contact our team through Agility Chat so all data connections refresh correctly.


Navigating Your Intelligence Report

Every report is organized into four tabs: Company Profile, Market Intelligence, Opportunities, and Sources & Methodology.

The first three tabs show a small counter next to their name (for example, "6 / 9"). This is your Brand Advertising DNA progress, explained under "Building your Brand Advertising DNA" below.

Company Profile

A high-level summary of your brand's position and strategic context. This tab includes:

  • Brand Overview – Your company name and a summary of positioning.

  • Business Metrics – Core performance figures for your business.

  • Goals – Your prioritized Company Goals and Marketing Goals.

  • Audience – Key audience segments with age range, gender split, income range, and share.

  • Existing Marketing – A snapshot of your current marketing efforts.

  • Challenges – The primary challenges affecting performance.

  • Spend – Your marketing spend picture.

  • Differentiation – The advantages that set your brand apart.

  • Strategy – Your strategic positioning at a glance.

Market Intelligence

A data-driven view of your competitive landscape and market. This tab includes:

  • Competitors & Market Leader – A ranked competitor view, including the market leader and how many competitors were analyzed.

  • Strengths & Gaps – Where your brand is strong and where there are openings.

  • Brand Sentiment – A positive / neutral / negative sentiment breakdown for your brand and competitors.

  • Positioning vs. Differentiation – How your brand is positioned relative to the field.

  • Competitor Audience – Audience demographics for your competitors.

  • Keyword Overlap – How much you compete for the same search terms as each competitor.

  • Trends – The most important shifts in your market.

  • Competitive Threats & Opportunities – Key threats and gaps to act on.

  • Market Share – Estimated share of market for each competitor alongside your brand.

  • Composition Advantages – Where your audience composition gives you an edge.

  • Traffic Sources, Branded Search, Ad Spend by Channel, and Traffic – Web and media benchmarks for you and your competitors.

Opportunities

AI-generated recommendations built from your profile and market signals. This tab includes:

  • Opportunities – Split into High Impact — Act Now and Also Consider.

  • Persona Proposal – Suggested audience personas, each with interests, channels, and targeting. Once you accept this card, you can click Generate Persona to create a persona in your account directly from the proposal.

  • Creative Positioning – Suggested creative and messaging angles.

  • Experiments – Recommended tests, each with a suggested duration and budget.

  • Channel Initiatives – A ranked list of channel plays with suggested budget allocation.

Reviewing recommendations: Use the review bar to track what you have accepted or rejected, and use Accept All or Reset All to move quickly. If you edit your Company Profile or Market Intelligence after the report was built, an Opportunities may be out of date banner appears with a Regenerate with new context button so your recommendations stay current.

Sources & Methodology

Full transparency on how the report was built. This tab lists every source consulted, organized by category, along with a methodology summary. Sources can include:

  • SimilarWeb (Web Analytics) – Web traffic, audience demographics, ad networks, and similar-site analysis.

  • U.S. Census Bureau, ACS (Demographics & Research) – Household-income and demographic distributions.

  • AI Web Search (AI Intelligence) – Citation-grounded evidence from real-time web search.

  • Anthropic Claude (AI Intelligence) – Reasoning, synthesis, and recommendation generation.

  • Brand Website (Brand-Owned) – Content from your own website.

  • Uploaded Documents (User-Provided) – Files your team uploads for this advertiser.

Quantitative figures come directly from the providers above. Qualitative insights and recommendations are AI-derived, grounded in those same sources. Sources that return no usable data are left out rather than estimated.


Building your Brand Advertising DNA

Brand Advertising DNA is the shared context Agility uses to generate your future campaigns, personas, and creative. The richer this context, the more on-brand every recommendation becomes.

  • On the Company Profile and Market Intelligence tabs, review each card and click + Add All to DNA to add a whole section, or add individual items. A Section DNA bar shows your progress.

  • On the Opportunities tab, accepting items adds them to your DNA.

  • You can edit any card to refine the AI-generated content before adding it, so the context reflects your brand accurately.


Managing Reports

  • Switch reports – Use the Reports dropdown at the top-right to move between saved reports.

  • Rename a report – In the Reports dropdown, hover a report and click the pencil icon.

  • Delete a report – Hover a report and click the trash icon, then confirm.

  • Create a new report – Click New Report at any time to build a fresh report with updated data.


Uploading Files

Click Files at the top-right of a report to upload documents (such as briefs, brand guidelines, or research) for that advertiser. Uploaded documents become a source the report can draw from.


Sharing a Report

  1. Open a report and click Share at the top-right.

  2. Agility creates a read-only share link. Click Copy to copy it.

  3. Anyone with the link can view the full report, with no Agility account required.

  4. To turn off access, reopen the dialog and click Revoke link.

Heads up: A share link grants read access to anyone who has it, including through forwards or screenshots. Don't share it if the report contains private or confidential information. Revoke the link to invalidate it.

People who open a shared link see a read-only view: report content is visible, but editing, DNA controls, and review actions are hidden.


Best Practices

  • Generate reports regularly to keep your competitive and market data current.

  • Start with the Opportunities tab before campaign planning to surface the highest-priority actions first.

  • Curate your Brand Advertising DNA as you review, so future campaigns, personas, and creative are built from accurate, on-brand context.

  • Regenerate Opportunities after editing your Company Profile or Market Intelligence so recommendations reflect your latest inputs.

  • Cross-reference Market Intelligence and Opportunities together for the most complete picture before launching.

  • Upload relevant documents so the report can incorporate your own briefs and research.

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