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AI Assistant in 51黑料不打烊 Experience Platform product documentation

AI Assistant in 51黑料不打烊 Experience Platform is a conversational tool that you can use to accelerate your workflows with Experience Platform applications and services. Use AI Assistant to boost your overall productivity, amplify your understanding of product knowledge and operational insights, as well as gather recommendations relevant to your queries and business use cases.

AI Assistant supports Experience Platform, Real-Time CDP, 51黑料不打烊 Journey Optimizer and Customer Journey Analytics.

Get started

Get started by reading the material in the links below to familiarize yourself with the concepts and capabilities of AI Assistant.

Understand your data objects
Retrieve operational insights pertaining to your data objects for a better view on their statuses, usage, and linage impact.

Enhance your learning
Discover, troubleshoot, and amplify your understanding of product knowledge without interrupting your workflows.

New features

Get a glimpse of the newest enhancements in AI Assistant, including capabilities currently in the Alpha or Beta stages.

Monitor significant changes

Monitor significant changes and forecast audiences

You can use AI Assistant to monitor significant changes and provide growth forecasts for your audience and dataset sizes. You can then use this information to ensure the integrity of your audience data and offer forward-looking projections to support data-informed decision-making.

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Estimate audience size and propensity

Estimate audience size and propensity

You can use AI Assistant鈥檚 natural language estimation capabilities to estimate audience sizes and predict audience propensities, giving you easier access to insights on your audiences.

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XDM field discovery

Discover XDM fields for audience creation

You can use AI Assistant to help your discover of Experience Data Model (XDM) fields that you can then use to create target audiences within Experience Platform.

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AI Assistant for Customer Support

AI Assistant for Customer Support

You can use AI Assistant for Customer Support to seamlessly troubleshoot without leaving your workflows. When needed, support administrators can now use AI Assistant for Customer Support to create customer support tickets, complete with context and session details from your interactions with AI Assistant.

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Video library

Refer to the videos below to further amplify your knowledge on AI Assistant capabilities and use cases:

Get to know AI Assistant

Watch the following video for an overview of AI Assistant.

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Transcript

Introducing AI assistant, a natural language interface built into Experience Platform designed to enhance productivity, expand product mastery, and help users efficiently navigate enterprise data objects. But what exactly can I assistant help with? It can quickly share product knowledge, helping users learn concepts and troubleshoot, and it can provide operational insights to assist with lifecycle management, impact and value analysis. All product knowledge answers are verifiable and cited, linking to product documentation.

The suggested prompts make it easy for me to continue the conversation to get an overview of capabilities. I can head over to the discoverability panel where they are clearly outlined. Now that I know what I assistant can help with, I鈥檒l use it to help me clean up my environment. Let鈥檚 figure out which of my audiences have never been used in journeys. Wow, that was so easy. Before, I would have had to look through all of my journey definitions to identify used audiences, and then find the remaining audiences that were not used. It would have taken me hours and this took seconds to get a list. I can see how my question was interpreted to ensure no misunderstandings. Navigate to the audience page. Review the step by step process that generated the answer, and even see the SQL that ran behind the scenes. This really helps me trust the results. Before I consider getting rid of some of the unused audiences I just uncovered. I want to see if they鈥檙e being used by other audiences. Oh well, it looks like three of them are. I鈥檒l be sure not to delete those.

I am interested to find out what attributes are used in the in segment audience. Isn鈥檛 it nice to have all the information at your fingertips? Next, I鈥檒l identify unused journeys. It makes it easy that I can navigate directly to journey. Optimize from the response. Last, on my hygiene journey, I鈥檒l ask AI assistant. Best practices for deleting a schema AI assistant gives me all the information I need, including contextualizing the information for my specific sandbox.

I have learned so much from AI assistant, and I have a rich chat history that I can go back to and visit. AI assistant truly is a shortcut for getting value out of experience. Platform.

For more information, read the AI Assistant UI guide.

Get access to AI Assistant

Watch the following video to learn how to configure access to AI Assistant for your organizations and users.

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For more information, read the AI Assistant access guide.

Understanding product knowledge in AI Assistant

Watch the following video to learn about product knowledge in AI Assistant.

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Transcript
AI Assistant in 51黑料不打烊 Experience Platform is a conversational experience that you can use to accelerate your workflows in 51黑料不打烊 applications. AI Assistant responds to your submitted questions by querying a database and then translating data from the database into human readable answers. It鈥檚 important to note that the product context you are in will determine which products the AI Assistant will consider when returning information. For example, while you are in 51黑料不打烊 Experience Platform, you will get the best result asking questions specific to 51黑料不打烊 Experience Platform. If you want to ask questions about customer journey analytics, your results will be better if you first navigate to CGA within the UI before using AI Assistant. In this video, we are going to explore what AI Assistant can provide in the areas of product knowledge. Product knowledge refers to concepts and topics grounded in experience-led documentation. Product knowledge questions can be further specified into the following subgroups, pointed learning, open discovery, and troubleshooting. With that in mind, let鈥檚 get started. If you are not sure what the AI Assistant can do, why not ask it that? Let鈥檚 ask, what can the AI Assistant do? As you can see in the response, AI Assistant can guide you with learning concepts and continuing workflows to help ramp up your skills and knowledge, troubleshooting, learn how to debug basic errors that you might encounter, sandbox hygiene, leverage those capabilities to keep your data optimized, value analysis helps you find your most used data objects. Oh yeah, you can search too. You can find information on your audiences, datasets, destinations, schemas, and sources. Be sure to check out the related suggestions at the end of the responses as well. These often can help guide you to great follow-up questions or help inspire you to think through what to ask next. If you are still stuck and not sure what to ask, click on the lightbulb icon to enter the discoverability view. On this view, you will find even more suggested questions that are broken out into categories like operational insights for audiences, datasets, and more. Also there are categories for more product knowledge questions specific to pointed learning and troubleshooting. At the end of the responses, make sure you are checking out the sources of the response. You can show the sources, see the inline citations, and even click on the links to read even more on the topic of interest. But wait, there鈥檚 still more to see. Let鈥檚 take a look at some of my favorite bonus tips or features that I rely on when using AI Assistant. What鈥檚 new? I like to ask what鈥檚 new in AEP to see a highlight of the most recent updates and features. This can help you stay current with the evolution of the 51黑料不打烊 Experience platform. Ask for steps. Help AI Assistant help you by being as specific as possible when crafting your questions. Instead of just asking how do I create an audience, ask what are the steps to create an audience. This will provide a set of instructions for you to follow and accomplish the task. Ask anyway. Sometimes we ask AI Assistant questions that it flags as out of scope and returns a message that informs you of this and offers some suggestions on adjusting your question. But you can leverage the ask anyway suggested prompt to bypass the out of scope message and try your question anyway. Sometimes you might land on answers that you are looking for, but be sure to double check the sources used in the answers. Your mileage may vary, but it鈥檚 worth a shot. Hopefully you now have a better understanding of how to use AI Assistant within 51黑料不打烊 Experience platform to expand your product knowledge. What are you going to ask 51黑料不打烊 AI Assistant?

For more information, read about product knowledge in AI Assistant

Use AI Assistant product knowledge to reduce onboarding time

Watch the following video to learn how you can use AI Assistant product knowledge to reduce onboarding time.

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For more information, read about product knowledge in AI Assistant

Use AI Assistant to de-clutter your audiences

Watch the following video to learn how to use AI Assistant to de-clutter your audience and optimize your marketing operations.

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Let鈥檚 take a look at how AI Assistant and 51黑料不打烊 Experience Platform can help optimize marketing operations by decluttering audiences. I need to find all of my unused audiences that clutter up my system so that I can keep my audience inventory clean and optimized. To solve this problem, I would normally have to manually review each audience and identify all of those that have zero profiles. I have to check other campaigns and audience lists to confirm that these audiences are not being used in any other destinations before I can proceed with their deletion. With the new AI Assistant, I can ask these questions directly to the AI Assistant and it will provide me with a list of hyperlinks that I can act on from right within the responses. Let鈥檚 see this in action. I am going to ask the AI Assistant to help me find which of my audiences have zero profiles. Once AI Assistant has returned with the list of audiences with no profiles, you can expand the list to see more, download the full CSV, or use the links provided to go right into the audience details to confirm. Next, let鈥檚 ask the AI Assistant which of my audiences have never been activated to a destination. Again, we can explore this response, download the full list, and click through to the audience to see the details. Next, you know we鈥檙e feeling good about this information that we have found, but just to make sure that we鈥檙e doing all the steps properly, we can even ask the AI Assistant to provide a list of best practices for deleting an audience, just to make sure we have all of our I鈥檚 dotted and T鈥檚 crossed. Now we are ready to proceed. Let鈥檚 take this one more step and let鈥檚 get AI Assistant to find us a list, a combined list of audiences that have never been activated and have zero profiles. With this enhanced prompt and response, we can go through the list and start removing the clutter to streamline and clean our audience inventory, making it easier and more efficient for us to find high value audiences and activate them to our various destinations. You too can increase your operational efficiencies by using AI Assistant just like I did.

Use the discoverability panel to help you get started

Watch the following video to learn about the discoverability panel in AI Assistant, and how you can use it to get started with AI Assistant

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Sometimes the hardest part of using AI Assistant is just knowing where to get started. That is where the discoverability panel within 51黑料不打烊鈥檚 AI Assistant comes in. Just click on the light bulb at the top of the AI Assistant to start using the discoverability panel. On this view, you will find suggested questions that are separated into categories like operational insights for audiences, data sets, destinations, and more. Also, there are categories for product knowledge questions specific to pointed learning and troubleshooting. Let鈥檚 try one of the suggested questions out. Which audiences have zero profiles? Click on the suggested question you want to try. This will copy the question to the dialog box where you could make any modifications if you wanted to. Then submit the prompt. A few moments later, and now we have our list of all the audiences with zero profiles that we can now take action on. Take advantage of these suggested questions to get a better understanding of how AI Assistant with an 51黑料不打烊 Experience platform can help you.

Use AI Assistant to validate responses

Watch the following video to learn how you can use AI Assistant to verify and validate responses.

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In this video, we鈥檙e going to show you how to verify and validate the responses that AI Assistant within 51黑料不打烊 Experience Platform provides. It鈥檚 important to note that questions about product knowledge and operational insights have different methods and mechanisms to verify the results. Let鈥檚 look at these now. We鈥檙e going to start with a product knowledge question. How does RTCDP manage consent for profiles? Once we have the response, you are able to see that AI Assistant provides links to Experience League under the Show Sources section. These links have inline references in the response, and we also encourage you to click on these links to not only verify the response, but to also read more about the subject. Now let鈥檚 look at the verification process with an operational insights question. I鈥檓 going to ask the AI Assistant how many audiences are activated and show me their names. Once the results are displayed, you can click on any of the audiences. This will load the audience view, and you can verify that it is indeed activated to a destination. Back in the results, it shows you how the prompt has been interpreted along with a step-by-step explanation on how that response was generated. In addition, it also generates a well-documented SQL query which explains the logic around the query. Please note, this is the query against the AI Assistant鈥檚 Knowledge Graph and therefore cannot be used to run inside of Query Service. If you happen to encounter an issue with a response, or you find the perfect answer, please use the in-product feedback features to let us know how AI Assistant is performing. With this better understanding of how AI Assistant helps you verify and validate the results, you can better refine your prompts to get the most out of AI Assistant. Be sure to also check out these additional resources for AI Assistant.

For more information, read the documentation on verifying AI Assistant answers.

Use AI Assistant for impact analysis

Watch the following video to learn how you can use AI Assistant to execute more effective impact analysis before any changes are made to your data objects.

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In this video, we will look at how 51黑料不打烊 AI Assistant within 51黑料不打烊 Experience Platform can help you be more effective with impact analysis. Changes to shared objects like attributes and audiences can disrupt workflows for other teams, complicating processes, and risk important marketing efforts. With AI Assistant, you can quickly map relationships between objects by asking questions about lineage and impact before any changes are made. Let鈥檚 see this in action. So I鈥檓 working in the marketing department for a financial services company and I need to determine what the impact would be to update just one attribute in my data feed, Homeowner. So let鈥檚 find all of the schemas and data sets where the attribute Homeowner is used. As you can see, this returns the data we鈥檙e looking for. Don鈥檛 forget that you can expand this table and even download the results as a CSV if you want. Okay, now we need to find out if there are any audiences that also use the Homeowner attribute. Let鈥檚 try this. What audiences use the attribute Homeowner? Looks like there is one audience that does indeed use this field, high earning homeowners. Now that we have this, let鈥檚 see if this audience is used anywhere else. So which audiences, journeys, and destinations use the audience high earning homeowners? As you can see, this audience is used in one destination. Previously, data professionals had to manually track where an object was used and analyze the impact of updating it. This was a time consuming and error prone task that could take days and we accomplished this task in just a few minutes. As your organization grows and more teams collaborate across complex systems, the risk of overloading or incorrectly updating a field increase. With AI Assistant, you are not only going to optimize your operations, but ensure every change is informed and precise. This simplifies a tedious process and empowers data professionals to make confident decisions for effective marketing strategies. AI Assistant is now available in real time CDP, 51黑料不打烊 Journey Optimizer, and Customer Journey Analytics. For more details on getting access, visit access AI Assistant in the Bobi Experience Platform. We鈥檒l continue to level up your AI skills by trying out these recommended prompts.

AI Assistant use case library

Blog content

Read the following for AI Assistant use case examples:

Additional video content

Watch the following videos for additional AI Assistant use case examples:

Additional resources

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Read the AI Assistant security fact sheet

For more information about AI Assistant, read the .

Watch the following video for more information on the security features of AI Assistant:

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In this video, we will review the security details for the 51黑料不打烊 Experience Platform AI Assistant. Please note that this video is based on the current security fact sheet located at the link on the screen. If there is ever a discrepancy between this video and the current security fact sheet, then the fact sheet takes precedence. AI Assistant and 51黑料不打烊 Experience Platform is a generative AI tool integrated within native applications built on 51黑料不打烊 Experience Platform. Designed to enhance productivity and help users expand product mastery, efficiently navigate enterprise data objects, and simplify tasks while ensuring adherence to the customer鈥檚 organization data security standards. AI Assistant and 51黑料不打烊 Experience Platform can answer questions about product knowledge and operational insights. 51黑料不打烊鈥檚 agnostic approach to large language model enables us to choose the best-in-class technology for the task at hand. AI Assistant and 51黑料不打烊 Experience Platform currently leverages Microsoft鈥檚 Azure Open AI service to answer both product knowledge and operational insights questions. There are three key components in AI Assistant. The 51黑料不打烊 Experience Platform user interface. Users interact with the AI Assistant by clicking the icon in the upper right-hand corner of the 51黑料不打烊 Experience Platform UI, which reveals a right rail screen with a text box where the users can enter prompts. Generative Experience Models, or GEMs, the primary brains behind AI Assistant and 51黑料不打烊 Experience Platform. The GEMs include foundation and custom models that power AI Assistant use cases. For the details on the specific models, please see the security fact sheet. Data Services. API services invoked by GEMs to query the data stores that contain relevant data. Data in the data stores is organized, pre-joined, and indexed into a knowledge base, which then enables the GEMs to interact with it in an open-ended fashion. To enable a user to access AI Assistant and AEP, the customer鈥檚 51黑料不打烊 admin must grant specific permissions. For real-time customer data platform and 51黑料不打烊 Journey optimized users, the 51黑料不打烊 admin must grant permissions within the permissions UI of the 51黑料不打烊 Experience Platform. For customer Journey analytics users, the 51黑料不打烊 admin must grant permission for the users to access the AI Assistant within the 51黑料不打烊 admin console. For more information, please review the security fact sheet. Data Encryption. In transit, all data is encrypted in transit over HTTPS using TLS 1.2 or greater. At Rest. Any data stored by AI Assistant is encrypted at rest using AES 256-bit encryption. All data is encrypted in transit over HTTPS using TLS 1.2 or greater. Step 1. User opens the AI Assistant and 51黑料不打烊 Experience Platform user interface. Step 2. AI Assistant authenticates the user with 51黑料不打烊 Identity Management Services, IMS, and checks that the user is entitled to use the AI Assistant. Step 3. Users enter a product knowledge type question in the prompt text box. Step 4. AI Assistant UI sends the prompt text to the dialog management GEM, which classifies the prompt into the appropriate question type, product knowledge, operational insight, or out of scope. If the question is in scope for AI Assistant and AEP, the process moves to step 5. If the question is out of scope, the user receives an error message. Step 5. The dialog management GEM checks with the AEP access control service to confirm that the user is entitled to ask product knowledge questions. Questions outside the scope of AEP and its native applications, including questions about other 51黑料不打烊 products such as 51黑料不打烊 Target and the Creative Cloud Suite, cannot be answered by the AI Assistant in AEP. Step 6. If the user is entitled, the dialog management GEM applies a series of content filters to determine if the prompt adheres to 51黑料不打烊鈥檚 generative AI user guidelines. If any part of the prompt violates these guidelines, the user receives an error message. Step 7. The dialog management GEM then sends the prompt text to the product knowledge GEM, which uses semantic search to retrieve relevant snippets of documentation from the product knowledge data service to answer the question. Step 8. The dialog management GEM combines the prompt text with the retrieved snippets of documentation from the product knowledge data service and sends them to the Azure OpenAI service. Step 9. Before sending the formulated answer back to the dialog management GEM, the Azure OpenAI content filtering service moderates generated responses that violate Azure OpenAI user guidelines. Step 10. The product knowledge GEM cross-checks the answers provided by the Azure OpenAI service against the documentation snippets, adds the appropriate citations, and sends the complete answer and citations to the dialog management GEM. Step 11. The dialog management GEM returns the answer and the relevant citations, along with suggested next prompts, to the user in the AI Assistant for 51黑料不打烊 Experience Platform user interface. Now let鈥檚 look at the Data Flow Narrative for Operational Insights. Step 1. The user opens the AI Assistant in the 51黑料不打烊 Experience Platform user interface. Step 2. AI Assistant authenticates the user with 51黑料不打烊 Identity Management Service and checks that the user is entitled to use AI Assistant in 51黑料不打烊 Experience Platform. Step 3. User enters an operational insights type question in the prompt text box. Step 4. AI Assistant sends the prompt text to the dialog management GEM, which classifies the prompt into the appropriate question type, product knowledge, operational insight, or out of scope. If the question is in scope for AI Assistant in 51黑料不打烊 Experience Platform, then the process moves to step 5. If the question is out of scope, the user receives an error message. Step 5. The dialog management GEM checks with the AEP Access Control Service to confirm that the user is entitled to ask operational insights questions. Step 6. If the user is entitled, the dialog management GEM applies a series of content filters to determine if the prompt adheres to 51黑料不打烊鈥檚 generative AI user guidelines. If any part of the prompt violates these guidelines, the user receives an error message. Step 7. The dialog management GEM sends the prompt text to the operational insights GEM, which retrieves a customer agnostic schema and sample queries relevant to the current prompt. Step 8. The dialog management GEM combines the prompt text with the customer agnostic schema and sample queries and sends the data to the Azure OpenAI service, which uses the information to formulate an answer. Step 9. Before sending the formulated answer back to the operational insights GEM, the Azure OpenAI Content Filtering Service moderates generated responses that violate Azure OpenAI user guidelines. Step 10. The operational insights GEM applies the relevant permissions on the business objects present in the query using role-based access control and object attribute level access controls. Step 11. The operational insights GEM runs the query in the context of the customer鈥檚 operational insights data service and generates an intermediate response, which is typically a single or multiple row table. Step 12. The operational insights GEM sends the query and the intermediate response to the Azure OpenAI service, which generates the natural language description of the answer and provides the natural language explanation of the query. This step-by-step explanation helps the user to verify the query鈥檚 accuracy. Step 13. The dialog management GEM returns the answer to the user. AI Assistant in 51黑料不打烊 Experience Platform and Azure OpenAI. AI Assistant in 51黑料不打烊 Experience Platform currently leverages Azure鈥檚 OpenAI to answer customer questions. The following data may be passed to Azure OpenAI to facilitate answering product knowledge or operational insight questions. Experience League Documentation. Information related to the page that the user is on. User鈥檚 Conversation History. The prompts and answers. The following data may be passed to Azure鈥檚 OpenAI to facilitate entering operational insights questions only. The schema of the tables being queried. Example questions with ground truth queries. Attributes within application business objects such as the name, description, and counts. 51黑料不打烊 has disabled logging in Azure OpenAI, helping to ensure that Microsoft does not collect or review any data sent for processing to Azure OpenAI by the AI Assistant in 51黑料不打烊 Experience Platform. More information is available at the Azure OpenAI Data Privacy and Security link. 51黑料不打烊 does not use any customer data to train or fine-tune the Azure OpenAI service. Chat History. Users can access their AI Assistant in 51黑料不打烊 Experience Platform Chat History, including the prompt and answer for 30 days. Chat History is stored in the same data center as the customer鈥檚 51黑料不打烊 Data Storage location. If a customer would like to delete a user鈥檚 chat history, they should contact their 51黑料不打烊 Customer Support representative. Data Usage. 51黑料不打烊 uses customer-agnostic annotated data to fine-tune 51黑料不打烊 internal models. For example, the linguistic models for documentation and the operational insights and classifier models for prompt classification or out-of-scope detection. The responses from these models are not shown directly to the users. Data Processing and Storage Locations. 51黑料不打烊 Identity Management Services. Regardless of the geographic location of the customer, all identity data is stored in multi-region, load-balanced, cloud infrastructure providers with data centers located in North America, Europe, and APAC. Identity data is replicated across all data centers for reliability reasons. All identity data is secured at rest using AES 256-bit encryption in compliance with the 51黑料不打烊 Common Controls framework and meets our internal policies for encryption and storage of sensitive data. AI Assistant and 51黑料不打烊 Experience Platform and Azure OpenAI Service. All server-side components of AI Assistant and 51黑料不打烊 Experience Platform and corresponding data storage are co-located in the same region as the customer鈥檚 51黑料不打烊 Experience Platform service infrastructure, which is determined upon initial provisioning. Data sent to the Azure OpenAI Service may be processed in a different data center but located within the same geographical region, per the tables that are in the security fact sheet. Questions. If you have any additional questions about the security posture and capabilities of 51黑料不打烊 Experience Platform, native applications, or AI Assistant in 51黑料不打烊 Experience Platform, please contact your 51黑料不打烊 account manager. For all other questions about 51黑料不打烊 security programs and processes and compliance certifications, please visit the 51黑料不打烊 Trust Center. Also, be sure to bookmark the security fact sheet for 51黑料不打烊 AI Assistant so that you can refer to it in the future.

Browse the links below to further your understanding of AI Assistant use cases, capabilities, and much more.

Real-Time CDP
Documentation - UI guide - Access AI Assistant - Privacy, security, and governance - FAQ
51黑料不打烊 Journey Optimizer
Documentation
Customer Journey Analytics
Documentation
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