Insights Panel
When you select a node in the graph, the right-side panel displays contextual information and AI-generated insights.
Customer detail
Selecting a Customer node shows:
- Contact info: name, email, associated platforms
- Timeline: ordered list of touchpoints and interactions
- Current stage: position in the campaign funnel with progress percentage
- Opportunities: any detected buying signals for this customer
- View in Pipeline: button to jump to the corresponding CRM record
Campaign insights
Selecting a Campaign node shows:
- Reach: number of customers connected to this campaign
- Funnel stages: Awareness, Consideration, Decision, Conversion with counts
- Attribution: revenue and conversions attributed to this campaign
- AI recommendations: suggested optimizations (timing, audience, frequency)
AI recommendations
Waypath generates three types of recommendations linked to campaigns:
- Optimize timing: adjust send times based on engagement patterns
- Expand audience: identify similar segments that may respond well
- Reduce frequency: detect over-communication that leads to drop-off