1.2.5 CX Enterprise Coworker with ChatGPT Enterprise

IMPORTANT
You need to have installed the Chrome extension that is used for this guided tutorial. You can download and install it following these instructions.
IMPORTANT
Before you begin, read the below instructions!

Instructions for in-person workshops

For this exercise, you need to use:

  • Instance: Adobe Tech Insiders
  • Sandbox: One Adobe
  • Dataview: AdobeOne - Unified Customer Data View
  • Username: adobetechinsiders-XXX@adobeeventlab.com and replace XXX by the number that was assigned to you
  • Password: use the password that was shared with you

Video

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

1.2.5.1 Install the custom MCP server for CX Enterprise Coworker

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

ChatGPT

Click the Add icon and then select Add custom MCP server.

ChatGPT

Enter the following information:

  • Name: --aepUserLdap-- CX Enterprise Coworker
  • Connection: enter the URL provided to you by your Adobe contact
  • Authentication: select OAuth
  • check the box in front of I understand and want to continue

Click Create.

ChatGPT

Click Continue to vangeluw CX Enterprise Coworker.

ChatGPT

After logging in, you should then see this. Click to open your plugin.

ChatGPT

You should then see this. Click Try in chat.

ChatGPT

1.2.5.2 Set context in CX Enterprise Coworker

Before interacting further with CX Enterprise Coworker through ChatGPT, the context needs to be set.

For this exercise, the context needs to be set to use:

  • IMS Org: --aepImsOrgName--.

  • Sandbox: Prod - One Adobe

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

  • Dataview: AdobeOne - Unified Customer Data View

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

Open a new chat. Enter the following Prompt and click the send button.

list sandboxes

Coworker ChatGPT

You should then see this. Enter the following Prompt and click the send button.

change sandbox to one-adobe

Coworker ChatGPT

You should then see this. Enter the following Prompt and click the send button.

list dataviews

Coworker ChatGPT

You should then see this. Enter the following Prompt and click the send button.

switch to AdobeOne - Unified Customer Data View

Coworker ChatGPT

You should then see this. The context is now set correctly so you can start sending specific prompts next.

Coworker ChatGPT

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.

Coworker

You should then see this:

Coworker

Enter the following Prompt and click the send button.

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

Coworker

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

Coworker

1.2.5.4 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

Coworker

You should then see this, which shows that the field used for genre is --aepTenantId--.individualCharacteristics.telco.mediaPreferences.favouriteGenre.

Coworker

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

Enter the following Prompt and click the send button.

Show me purchases by preferred genre for the last 2 months until today

Coworker

You should then see this.

Coworker

1.2.5.5 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 with the name --aepUserLdap-- - Heavy Downloaders - Sci-Fi or Fantasy (ChatGPT) that combines people with an average download usage per month of over 2000 GB and a preferred genre of sci-fi or fantasy.

Coworker

Select Allow once.

Coworker

If similar, already existing audiences are already available, you should see a similar message.

Select the option to Create a new draft and then click Continue.

Coworker

Provide the required permissions.

Coworker

Select Allow once.

Coworker

Enter the following Prompt and click the send button.

Publish this audience

Coworker

Select Allow once.

Coworker

Provide the required permissions.

Coworker

Your audience has now been published.

Coworker

1.2.5.6 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?

Coworker

You should then see a list of journeys.

Coworker

Enter the following Prompt and click the send button.

Show me the details of the journey 'CitiSignal - Fiber Max Launch Promotion'

Coworker

You should then see this.

Coworker

1.2.5.7 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

Coworker

You should then see this.

Coworker

You’ve now completed this lab.

Next Steps

Go to CX Enterprise Coworker and AEM

Go Back to CX Enterprise Coworker

Go Back to All Modules

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