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Insights Agent Presets: Four Guided Workflows for Faster Analysis

Harmonya's Insights Agent now includes four Use Case Presets — guided workflows for category reviews, brand health, theme analysis, and white space innovation — that deliver presentation-ready analysis in minutes.

Turning Product Review Sentiment Analysis Into Clear Shopper Insights

The Insights Agent has helped teams across CPG move faster on category reviews, brand health checks, and competitive analysis by putting enrichment data, sales data, consumer reviews, and social signals into a single conversational interface. But we kept hearing the same thing from customers: the hardest part wasn't the analysis itself, it was figuring out where to start.

 

Some teams weren't sure how to frame their question. Others weren't confident their prompt would generate the kind of output they could actually use in a meeting. And for new users exploring the Agent for the first time, the blank text box felt like a barrier rather than an invitation.

 

That feedback shaped what we're releasing today: Use Case Presets, four guided starting points designed around the insight workflows CPG teams run most often.

 

How Use Case Presets Work

 

When you open the Insights Agent, you'll now see four preset cards alongside the standard open-ended prompt. Each one maps to a specific business workflow. Select a preset, choose the category you want to focus on, and the Insights Agent generates a structured, presentation-ready analysis tailored to that use case.

 

From there, the experience stays conversational. You can ask follow-up questions, dig into specific themes or brands, compare across categories, or pivot to a different analytical lens entirely. The preset gives you the starting point. The conversation takes you wherever you need to go.

 

The Four Presets

 

Category Overview

 

This preset produces a comprehensive category review that brings together sales performance, consumer sentiment, and emerging themes. It's designed for the meetings teams already have on the calendar: quarterly business reviews, category updates, and strategic planning sessions.

 

The output highlights what's driving category dynamics, where growth is accelerating or slowing, and which consumer needs are shaping demand. Instead of pulling data from four different sources and assembling slides manually, teams get a single analysis they can walk into a meeting with.

 

Brand Health Analyzer

 

Brand Health Analyzer evaluates brand performance through the lens of the consumer. It connects sentiment trends, review signals, and competitive data to surface what's driving momentum, where perception is strong, and where risk areas are emerging.

 

For teams managing brand portfolios, this preset answers the questions that typically require weeks of research: How are consumers actually talking about us compared to competitors? Where are we gaining or losing ground on the attributes that matter most? What early signals should we be paying attention to before they show up in market share data?

 

Themes Analysis

 

This preset lets teams compare consumer-driven concepts (whether that's formats, claims, benefits, flavors, etc) to understand what resonates most with shoppers and where the gaps are.

 

It highlights sentiment strengths and weaknesses across Demand Themes, helping teams prioritize portfolio decisions, optimize claims strategies, and identify opportunities grounded in the language consumers actually use. If you're preparing for a line review and need to understand which themes are working and which ones aren't, this is the preset to start with.

 

White Space & Innovation Radar

 

White Space & Innovation Radar identifies rising and fading consumer concepts to surface untapped opportunities for innovation and differentiation. It assesses trend momentum, evaluates which brands currently own specific themes, and maps competitive saturation to spotlight areas where a brand can credibly expand or reposition.

 

This is the preset for innovation and strategy teams who need to move beyond anecdotal trend reports and ground their pipeline decisions in what consumers are actually responding to at the product level.

 

Why This Matters

 

Use Case Presets reduce the friction between logging in and getting value. Every preset is built around a workflow that CPG teams run regularly, which means the output is immediately relevant to the decisions they're already making.

 

For existing customers, presets make the Insights Agent faster to use and easier to share across teams. A category manager who's never used the Insights Agent before can select a preset, pick their category, and have presentation-ready content in minutes, without needing to know how to write a prompt.

 

For teams evaluating Harmonya, presets demonstrate what's possible when product intelligence, consumer sentiment, and competitive data come together in a single interface, structured around the questions that matter most.

 

Try It Today

 

Use Case Presets are available now for all Insights Agent customers. Log in, select a preset, choose your category, and see what a guided insight workflow looks like when it's built on the richest product-level data in CPG.

 

Teams that harmonize product data, consumer feedback, and market signals see what's shaping demand faster and with more confidence. Let's talk about how Harmonya turns fragmented data into decision-ready intelligence.

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