DocumentationCustomer Journey AnalyticsCustomer Journey Analytics Guide

Intelligent captions

Last update: Mon Sep 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Intelligent captions use advanced Machine Learning and Generative AI to provide valuable natural-language insights for Workspace visualizations. The initial release provides auto-generated insights for the Line visualization. Other visualizations will follow.

Intelligent captions are geared towards:

  • Analysts, who need narratives to share with other users. Analysts need these insights to be able to provide context to their users.
  • Business users, who want to discover high-level takeaways quickly.

Launch intelligent captions launch

To launch auto-generated captions for a line visualization, select AEMScreen Intelligent captions at the top right of the visualization.

Launch Analysis window showing the Intelligent captions for Product Views Trend.

Natural-language insights are now being generated.

Keep in mind that:

  • You need a minimum of 3 data points to generate captions successfully. Otherwise, you might get an error like Not enough data to analyze.

  • Captions are generated every time the underlying selected data changes in the table that powers the visualization.

  • If there are multiple metrics in the table, captions are only generated for the first metric or the metric currently selected by the user.

  • If you save the project at a specific point, and re-load it later, the captions are auto-updated with new data. The same applies to scheduled projects and PDF files exported from a project.

Here is an example of what intelligent captions could look like:

Intelligent captions for Line visualization including Seasonality, Min, Max, Spike, and Decline.

Actions

You can perform the following actions on intelligent captions:

Copy to clipboard copy

You can copy the captions to a clipboard and paste them into a PowerPoint or other tools. Select Copy captions to clipboard at the top right of the captions dialog.

Edit display edit

You can edit the display of captions, such as hiding or unhiding a particular category of insights.

  1. Select Edit intelligent captions display in the Intelligent captions dialog.

  2. Toggle between Visibility to display a specific insight (like Min), or VisibilityOff to hide a specific insight (like Spike).

    Edit intelligent captions

  3. Select Apply.

Provide feedback

You can provide feedback on the generated intelligent captions.

  1. Select More actions in the Intelligent captions dialog.

  2. Select Good response Good response, ThumbDownOutline Bad response, or Flag Report.

  3. In the Thank you for your feedback dialog, provide your feedback and select Submit to submit the feedback.

Export export

You can export intelligent captions as part of a PDF, as long as the project is saved with the intelligent captions generated.

Toggle off toggle

If you would rather not show intelligent captions, you can toggle the feature off.

  1. Go to Visualizations preferences.

  2. Uncheck Show intelligent captions.

    Line visualization options showing the option to uncheck Show intelligent captions.

  3. Select Save to save the preference.

Intelligent captions in Mobile Scorecards

Intelligent captions are also available in Customer Journey Analytics mobile scorecards.

Feature Access

The following parameters govern access to Intelligent captions:

  • Solution access: The Intelligent captions feature is available in Customer Journey Analytics, but not in Adobe Analytics.

  • Contractual access: If you are not able to use Intelligent captions, please contact your organization’s administrator or Adobe Account Representative. Before you can use Intelligent captions in your organization, you must agree to certain GenAI-related legal terms.

  • Permissions: In the Adobe Admin Console, the Reporting Tools Intelligent Captions permission determines access. A product profile admin needs to follow these steps in the Admin Console:

    1. Navigate to Admin Console > Products and services > Customer Journey Analytics > Product Profiles.

    2. Select the title of the product profile for which you want to provide access to Intelligent captions.

    3. In the specific product profile, select Permissions.

    4. Select Edit to edit Reporting Tools.

    5. Select AddCircle to add Intelligent Captions to Included permission items.

      Add permission

    6. Select Save to save the permissions.

See Access control for more information.

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