1.1.5 Adobe Marketing Agent for Claude

[Beta]{class="badge informative"}

Beta Details
By using the Adobe Marketing Agent with Claude Beta, You hereby acknowledge that the Beta is provided “as is” without warranty of any kind. Adobe shall have no obligation to maintain, correct, update, change, modify or otherwise support the Beta. You are advised to use caution and not to rely in any way on the correct functioning or performance of such Beta and/or accompanying materials. The Beta is considered Confidential Information of Adobe. Any “Feedback” (information regarding the Beta including but not limited to problems or defects you encounter while using the Beta, suggestions, improvements, and recommendations) provided by You to Adobe is hereby assigned to Adobe including all rights, title, and interest in and to such Feedback.

Prerequisites

In order to follow the steps in this lab as documented below, the following access is required:

  • Access to Real-Time CDP, Journey Optimizer and Customer Journey Analytics
  • Access to AI Assistant in Adobe Experience Cloud
  • Access to AEP Agent Orchestrator
  • Access to Claude

Video

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

This lab is in development.

1.1.5.1 Create custom app in Claude.ai for CJA

NOTE
Using Adobe Marketing Agent in Claude.ai requires the following:
  • a paid version of Claude.ai

Go to https://claude.ai/ and log in using your account details. Once you’re logged in, you should see this.

Claude.ai

Click to open your account and then select Settings.

Claude.ai

Go to Connectors and then click Go to Customize.

Claude.ai

Click + and then select Add custom connector.

Claude.ai

Fill out the fields like this:

  • Name: Adobe Marketing Agent
  • MCP Server URL: check with your Adobe representative

Click Add.

Claude.ai

You should then see this. Click + to start a new chat.

Claude.ai

Click the + icon, go to Connectors and make sure Adobe Marketing Agent is enabled**.

Claude.ai

1.1.5.2 Authenticate & set context

Before interacting further with Adobe Marketing Agent through Claude.ai, you need to login and set the context.

Enter the following prompt and click send.

login to Adobe Marketing Agent

Claude.ai

Select Always allow.

Claude.ai

Click the link to log in to Adobe Marketing agent**.

Claude.ai

Click Open link.

Claude.ai

Click Allow Access.

Claude.ai

After authenticating successfully, you should see this. Go back to Claude.

Claude.ai

Enter the following command and click send.

logged in

Claude.ai

You’re now logged in successfully. The next step is to set the context. Enter the following prompt and click send.

change context

Claude.ai & CJA

Select Organization. You can also repeat this command to change sandbox and dataview later.

Claude.ai & CJA

Enter the name of your instance and click send.

Claude.ai & CJA

Select Always allow.

Claude.ai & CJA

You should then see something like this.

Claude.ai & CJA

If the sandbox isn’t set properly yet, you can use the following command to change to the sandbox you need to use. Click send. Alternatively, you can use the above command change context and then select sandbox

change sandbox to --aepSandboxName--

Claude.ai & CJA

If the dataview isn’t set properly yet, you can use the following command to change to the sandbox you need to use (replace XXX in the below command by the name of your dataview). Click send. Alternatively, you can use the above command change context and then select dataview

change dataview to XXX

Claude.ai & CJA

Once the Organization, Sandbox and Dataview are set properly, you’re ready to start asking questions to Adobe Marketing Agent.

Next Steps

Go back to Agent Orchestrator

Go Back to All Modules

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