1.1.1 Getting started with Agent Orchestrator

Video

In this video, you’ll get an explanation and demonstration of all the steps involved in this exercise.

1.1.1.1 Set Context in Agent Orchestrator

Go to https://experience.adobe.com/#/@experienceplatform/ai-assistant/chat.

You should then see this. Make sure you’re in the org Experience Platform International.

Click the context window.

Set the context to:

The Documentation Source setting helps to give preference to which set of experience league documents to check for questions that relate to product knowledge/Experience League.

The Sandbox setting helps to identify which sandbox AI Assistant should look at when asking questions.

The Dataview setting helps to identify which dataview AI Assistant should look at when asking questions.

Click Set context.

1.1.1.2 Start with overall purchase trends to anchor context and zoom into fiber

Intent

Get a toplevel pulse on category demand—Mobile, Landline, Internet, TV, Fiber—specifically for the most recent 60 days. This sets baselines for seasonality, promo effects, and regional variance after the New York rollout.

Enter the following Prompt and click the send button.

Show me purchases by mainCategory over the last 2 months.

You should then see this:

Enter the following Prompt and click the send button.

Show me purchases by mainCategory = Fiber over the last 2 months per week

You should then see this, which drills down into Fiber-specific trends.

1.1.1.3 Correlate Orders with Content Preferences

Intent

Test the hypothesis that a preference for a specific genre (e.g., SciFi, Sports, Drama) predicts broadband upgrade behavior—especially for high bandwidth needs.

First, you need to find out which field is used to store the genre preference.

Enter the following Prompt and click the send button.

Which field is used to store the preferred genre?

You should then see this, which shows that the field used for genre is _experienceplatform.individualCharacteristics.preferences.preferredGenre.

With that information, you can start drilling down in the purchase data.

Enter the following Prompt and click the send button.

Show me ordersYTD by preferredGenre for the last 2 months

You should then see this. Click the icon on the Reasoning complete block to understand whats happening in Agent Orchestrator behind the scenes.

You should then see a similar explanation.

1.1.1.4 Identify Existing Fiber Journeys

Intent

Discover which active or recently concluded journeys include “Fiber” in the title—e.g., “Fiber Upgrade NYC – Sept”, “Fiber Trial – Streaming Bundle”.

Enter the following Prompt and click the send button.

What journeys exist?

You should then see this. Click Show more.

You should then see a larger list of active or past journeys. Click the download icon to download a list of these journeys.

This will generate a CSV file for you that contains all the output from the AI Assistant.

Click to close the right pane. Enter the following Prompt and click the send button.

Which of these journeys has 'Fiber' in its name?

You should then see this. Click the link on one of the journeys and select Journey Details.

A new window will be opened, and you’ll be taken to the Journey Details overview immediately.

1.1.1.5 Check which audience is used

Intent:

Understand the seed definition of the “CitiSignal - Fiber Max Launch Promotion” journey—what traits drove targeting (e.g., “SciFi Genre Preference,” “4+ devices,” “stream ≥ 300GB/month”).

Enter the following Prompt:

What was the initial audience in the journey named

Then manually type in +CitiSignal fib to enable autocomplete. Select the journey CitiSignal - Fiber Max Launch Promotion.

You should then see this. Click the send button.

You should then see this.

1.1.1.6 Validate journey performance via fallout analysis

Intent

You want to understand journey performance fallout to know if there are any nodes or conditions within the journey that are experiencing a large percentage of profiles being dropped. This is helpful in understanding if additional adjustments are needed in the journey.

Enter the following Prompt and click the send button.

Create a fall-out report on the "CitiSignal - Fiber Max Launch Promotion" journey

You should then see this.

Scroll down a little bit. You can now review the table by inspecting each node and its respective enter numbers, fallout numbers, and fallout rate.

AI Assistant provides you with observations and recommendations.

Click the sentence Here is how I got the results.

You can then see the steps followed by AI Assistant to get to the results.

1.1.1.7 Create a new audience

Intent

Based on the above findings and research, there’s a correlation between customers that consume a lot of data and that have a preferred genre of sci-fi or fantasy. You will now combine these attributes in an audience.

Enter the following Prompt and click the send button.

Create an audience that combines people with an average download usage per month of over 2000 GB and a preferred genre of sci-fi or fantasy.

Review the plan. Enter yes and click send.

Review the segment query expression. Enter yes and click the send button.

Review the segment size estimation. Enter yes and click the send button.

Click Review.

Review the segment definition. Click Create.

Your audience has now been created.

1.1.1.8 Find existing audiences aligned to high usage and check if they are in use

Intent:

Locate any audience named with “heavy downloaders”, defined by monthly data usage thresholds.

Enter the following Prompt and click the send button.

Is there an audience that has "heavy downloaders" in the title?

You should then see this. You now want to see all your audiences and how much they have changed over the last few days.

Enter the following Prompt and click the send button.

List how much these audiences changed over the last few days.

You should then see this. Click Show more.

You should then see this. Click to close the right pane.

Scroll down a little bit to review the steps taken by AI Assistant.

There are some existing audiences already for “heavy downloaders”. Let’s see if they are in use already.

Enter the following Prompt and click the send button.

Which of the above are used in a journey?

You should then see something similar to this.

You should now verify if that journey is active. Enter the following Prompt and click the send button.

Are these journeys active?

You should then see something similar to this. None of these journeys are currently running.

For the upcoming launch of Fiber Max, you should now create a new journey.

1.1.1.9 Create New Journey for Fiber Max Launch

Intent:

Build a new journey targeting the compound audience:

Heavy Downloaders ∩ SciFi Preference.

Enter the following Prompt and click the send button.

Create a  journey towards the audience Heavy Downloaders - Sci-Fi Preference_kbaa_5207bf. The journey is for the rollout of fiber broadband. There will 2 versions of an email  based on  a split of the audience based on who is in the "Eligble for Fiber upgrade" audience.  After 3 days, profiles from both email treatments who have not purchased fibre max will be sent a follow up email.

You should then see this. Enter yes and click generate.

You should then see this. Enter yes and click generate.

You should then see this. Enter The first one and click send.

You should then see this. Enter yes and click send.

Review the response. Enter yes and click send.

Click Review.

Update the journey name with your LDAP to make it unique. Click Save.

Your journey has now been created in draft mode.

1.1.1.10 Journey Conflict Management

Enter the following Prompt and click the send button.

How can I manage journey conflicts?

Review the information.

Scroll down and select the Sources to find that the information is sourced from Experience League.

Enter the following Prompt and click the send button.

List any conflicts for the journey +CitiSignal Fiber Max

Then manually select the journey CitiSignal - Fiber Max Launch Promotion from the list.

You should then see this. Click send.

Review the journey conflict information.

Scroll down to find more journey conflict details.

1.1.1.11 Experiments

Enter the following Prompt and click the send button.

How are the experiments performing for the journey named 'CitiSignal - Fiber Max Launch Promotion'?

You should then see this:

Scroll down and click one of the suggestions. Click send.

You should then see a detailed answer related to the suggestion that was chosen.

You’ve now completed this lab.

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