Part 4: Robin, your 24/7 Assistant

Introduction

Navigating the vast set of filters in Enolytics can feel overwhelming, especially as your winery grows and your data expands. Whether you’re a tasting room manager, DTC director, or wine club manager, quickly finding the right information gives you a critical advantage. Fortunately, Robin, your intelligent, always-on digital assistant, makes it simple to find and apply even the most complex filters and answer any questions about the platform — all in real time. Here’s how you can leverage Robin to streamline your workflow and grow your DTC business.

Step 1: Understand How Filters Work

When working with filters in Enolytics, the search box helps you find what you need — but sometimes simple searches aren’t enough. Typing a term like "gender" will surface both the gender filter and any filters with "gender" in their description. However, searching for more nuanced terms, like "nonmember," may only display a single, potentially irrelevant result. This can make it difficult to locate the right filter when dealing with complex segmentation tasks such as targeting wine club churn or specific audience segments.

Step 2: Meet Robin — Your 24/7 Enolytics Assistant

Robin lives in the bottom right corner of Enolytics. To get help, simply click the Robin icon. This opens a chat interface where you can ask your question in plain language, no matter how specific, broad, or even typo-ridden it may be.

Step 3: Ask Your Question – No Guesswork Required

Type your filter or workflow question directly into Robin. For example, ask: "How do we filter by contacts who are females and live in the state of New York?" Even if your input includes typos, Robin understands your intent and provides helpful, accurate responses.

Robin will walk you through using the Gender filter by typing 'gender' and selecting Female, then adding a State filter by typing 'contact state' and selecting New York. This step-by-step guidance ensures you’re pulling the right segment for your next club promotion or targeted campaign.

Step 4: Explore Additional Scenarios With Robin

You can ask Robin more advanced segmentation questions, like "How do we find members and nonmembers?" Her suggestions often include filters such as Club Status at the Time of the Order and Is Current Club Member — both critical for analyzing club member retention and acquisition trends.

For these filters, simply go to your filters search bar, type "is current club member,” and select the appropriate option. You’ll see both suggested filters, helping you differentiate between current wine club members and prospects.

Step 5: Get Broader Business Insights

Robin isn’t just for filters — she can recommend marketing campaign ideas, answer operational questions (such as "How do we limit the use of the guest account?"), and connects directly to Enolytics’ archive of master classes, lunch & learns, and help articles. When you ask a business question, Robin synthesizes the knowledge base to bring you actionable, relevant insights in seconds.

Step 6: Review Source References Instantly

Robin’s responses often include tiny reference numbers. Hovering over these numbers reveals direct links to the original help article, video, or knowledge resource, so you can dive as deep into the topic as you like.

Step 7: Navigate Back to Robin’s Home and Access More Resources

To return to Robin’s home page, simply click the back arrow in the top left corner of the chat window. Here you’ll find quick links to class materials, regularly updated release notes (an essential resource for staying up to date on new features), and direct access to the support portal. These features keep your team in the loop and empower ongoing learning across your winery staff.

If Robin can’t answer your question or if her suggestion doesn’t fit your need, just type ‘talk to a person’ and you’ll get connected to the support team. Most requests are answered within a couple of hours — always within one business day.

Conclusion

Robin is your knowledgeable, ever-ready partner for navigating Enolytics. She helps winery professionals of all roles — from wine club managers to tasting room staff — find the right filters, make data-driven decisions, and spend more time focusing on the guest experience that drives DTC growth. The more you use Robin, the faster and smarter your team gets. Don’t hesitate to ask Robin anything; she’s designed to make Enolytics simpler, more efficient, and more powerful for your winery.