Intelligence is only available on Business tier plans. Intelligence is part of Customer Studio.
Overview
Most marketing tools only show analytics for campaigns run on their platform. Business intelligence tools provide broader analysis but sit outside the campaign workflow. Intelligence brings analytics into the same workspace where teams build audiences, measure campaigns, and manage data. Instead of switching between platforms or waiting for reports, you can define shared KPIs, build charts, measure experiments, and track results directly from your warehouse data. Because Intelligence runs on the same connected source and schema as Customer Studio, your charts, audiences, and syncs use the same source data and schema.Access Intelligence
- Go to app.hightouch.com/analytics.
- Select Charts, Metrics, or Dashboards to begin.
Core features
Define metrics
Use metrics to standardize how your team measures performance. A metric defines a specific calculation — like conversion rate or revenue per user — that you can reuse across charts and dashboards so every team uses the same definition.Build charts
Charts are the building blocks of Intelligence. Choose a chart type based on the question you’re trying to answer:- Insights — Analyze audience composition, breakdowns, and performance over time.
- Funnels — Identify where users drop off across a sequence of events.
- Experiments — Compare results between randomized test and control groups.
Create dashboards
Dashboards combine saved charts into a single monitoring view. Use them to track ongoing campaign performance, compare audience segments, or review experiment results over time.All charts in a dashboard must share the same parent model. Plan your chart
strategy around this constraint when building dashboards.
Measure experiments
If you’re running an A/B test or holdout group, use Experiments to measure whether a treatment worked. Create audience experiments in Customer Studio to randomly divide an audience into test and control groups, then measure results with experiment charts in Intelligence.Get started
Intelligence shares the same schema and source configuration as Customer Studio. If your workspace already has a schema configured, marketers can start using Intelligence immediately.For data teams and platform admins
Complete these steps if your workspace doesn’t already have a schema configured. This setup is typically done once per workspace.For marketers and analysts
Once the schema is set up, the core workflow is: define a metric, build a chart, save it, and optionally add it to a dashboard. Start by creating a metric for a core KPI your team tracks, then build an Insights chart to visualize it. From there, explore funnels for drop-off analysis, experiment charts for test measurement, and dashboards to organize everything into a monitoring view.When to use Intelligence
Intelligence is the right tool when you need to analyze, measure, or visualize data that’s already in your warehouse. For activation and campaign coordination, use Customer Studio or AI Decisioning instead.Use Intelligence with other Hightouch products
Intelligence measures how your audiences and campaigns perform. It reads from the same warehouse data that powers audiences and syncs, so your analytics and activation stay aligned.Audiences, experiments, and warehouse data Intelligence reads
- Audiences and traits from Customer Studio — Intelligence analyzes the audiences you build, using traits and event data already defined in your schema.
- Experiment groups from Experiments — When you create randomized test and control groups in Customer Studio, Intelligence provides the charts to measure results.
- Warehouse data from your connected source — Metrics and charts query your warehouse directly, so any data available to Hightouch is available in Intelligence.
Refine audiences and share dashboards
- Insights that refine audiences — After reviewing chart results or funnel drop-offs, marketers can adjust audience logic or create new segments directly in Customer Studio.
- Dashboards for stakeholders — Combine charts into shareable dashboards so teams can monitor campaign performance and customer trends in one place.