1. Apollo
  2. Search and Prospecting
  3. Apollo AI

Analyze Your Performance with the AI Assistant

Article author
Apollo Team
Updated

Overview

The AI assistant helps you understand what is working and where to improve. After launching outreach through sequences and workflows, use the assistant to analyze performance, uncover trends, and identify gaps in engagement.

Ask natural-language questions about your outbound results, rep activity, account engagement, and pipeline impact. The assistant can generate summaries, highlight strengths and weaknesses, and surface actionable insights so you can make data-driven decisions faster.

Check out the following sections to analyze your performance with the AI assistant.

Back to Top

Analyze Your Performance

 
Set the Stage

Before you use the AI assistant, your company should configure the AI context center so Apollo AI understands your business and product or service.

Use the AI assistant to evaluate how your outbound efforts are performing across sequences, channels, and teams. Ask performance-related questions in natural language to quickly uncover trends, strengths, and areas for improvement.

To analyze your performance:

  1. Launch Apollo and navigate to Analytics.
  2. Click Execute with AI.
 
Context Clues

(Optional) Click Context to choose which context, like a specific product or service, Apollo AI should use to analyze you performance. You can configure context in the AI context center.

  1. Click to use a suggestion like Analyze sales performance or click View all prompts to see more.

  1. Alternatively, describe your question or goal in natural language, like:
Which sequences performed best in Q1?
What are my team's average open and reply rates?
How many contacts were marked not interested in 2025?
How many meetings were booked from outbound this month?
Analyze my deliverability and spam-blocked rates.
  1. Depending on your request, the assistant may ask for more information.
  2. Review the generated summary, insights, or visualizations and use them to guide your next actions.

You have now analyzed outbound performance. Wanna dig deeper? Next, learn how to analyze deliverability for even more insights.

Back to Top

Analyze Deliverability

Use the AI assistant to evaluate email deliverability and inbox placement across your mailboxes. Identify issues early and get clear recommendations to protect sender reputation and improve engagement.

 
A Helping Hand

Did you know? When you use recommendations on Apollo, the AI assistant automatically suggests actions it can take to help you resolve deliverability issues — no prompting required!

To analyze deliverability:

  1. Launch Apollo and navigate to Analytics.
  2. Click Execute with AI.
  3. Click to use a suggestion like Analyze deliverability or click View all prompts to see more.
  4. Alternatively, ask in natural language, like:
How is my team's deliverability trending this month?
Which mailboxes have low reply or open rates?
Are any sequences at risk due to poor inbox placement?
What should I fix to improve deliverability?
  1. Review the assistant's insights and follow recommended actions to improve inbox placement and engagement.

You have now analyzed deliverability. Next, learn how to analyze rep and account activity in more detail.

Back to Top

Analyze Rep and Account Activity

Use the AI assistant to evaluate individual rep performance and account-level engagement. Identify top performers, uncover coaching opportunities, and understand how accounts are interacting with your outreach.

To analyze rep and account activity:

  1. Launch Apollo and navigate to Analytics.
  2. Click Execute with AI.
  3. Click to use a suggestion like Analyze sales performance or click View all prompts to see more.

  1. Alternatively, ask in natural language, like:
Which reps booked the most meetings this quarter?
Which accounts show the highest engagement by emails and calls?
Compare emails sent and calls connected performance between my SDR team members.
  1. Review the assistant's insights and use the data to refine coaching, targeting, and outreach strategies.

You have now analyzed rep and account activity. Next, learn how to manage your account with the AI assistant.

Back to Top

Manage Your Account

The AI assistant can also help you monitor credit usage, review plan limits, and check mailbox health. Ask administrative questions in natural language to quickly understand your account status.

To manage your account:

  1. Launch Apollo and click Execute with AI.
  2. Ask a question about your account usage or settings. For example:
How many credits have we used this month?
Compare our Apollo plan to the available plans.
Show me our invoice and billing history.
  1. Review the assistant's response and take action directly from the relevant Apollo settings page if needed.

You have now analyzed performance and reviewed account status with the AI assistant.

Back to Top

Next Steps

Keep building momentum with these AI-powered workflows that help you find, engage, and optimize every step of your outbound motion.

AI Assistant Overview Put AI to work across Apollo and use the AI assistant to surface insights, answer performance questions, and take action faster to keep your pipeline moving.
Find Prospects with the AI Assistant Need better-fit accounts? Find prospects with the AI assistant using natural-language prompts to quickly build targeted lists that match your ICP.
Engage Prospects with the AI Assistant Ready to turn insights into action? Engage prospects with the AI assistant to generate tailored messaging and sequence ideas to boost replies and book more meetings.
Apollo AI Overview Get the full picture of what AI can do across Apollo and see how Apollo AI connects prospecting, engagement, and analytics to drive smarter decisions across your revenue team.

Back to Top