1.2.5 CX Enterprise Coworker with ChatGPT Enterprise
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.
Click the Add icon and then select Add custom MCP server.
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.
Click Continue to vangeluw CX Enterprise Coworker.
After logging in, you should then see this. Click to open your plugin.
You should then see this. Click Try in chat.
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
You should then see this. Enter the following Prompt and click the send button.
change sandbox to one-adobe
You should then see this. Enter the following Prompt and click the send button.
list dataviews
You should then see this. Enter the following Prompt and click the send button.
switch to AdobeOne - Unified Customer Data View
You should then see this. The context is now set correctly so you can start sending specific prompts next.
1.2.5.3 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 broken down by week
You should then see this, which drills down into Fiber-specific trends.
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
You should then see this, which shows that the field used for genre is --aepTenantId--.individualCharacteristics.telco.mediaPreferences.favouriteGenre.
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
You should then see this.
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.
Select Allow once.
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.
Provide the required permissions.
Select Allow once.
Enter the following Prompt and click the send button.
Publish this audience
Select Allow once.
Provide the required permissions.
Your audience has now been published.
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?
You should then see a list of journeys.
Enter the following Prompt and click the send button.
Show me the details of the journey 'CitiSignal - Fiber Max Launch Promotion'
You should then see this.
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
You should then see this.
You’ve now completed this lab.
Next Steps
Go to CX Enterprise Coworker and AEM
Go Back to CX Enterprise Coworker