1.4.1 Getting started with Brand Concierge

Video

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

1.4.1.1 Brand Concierge overview

While configuring Brand Concierge, the 2 main elements you’ll be using are:

1.4.1.2 Brand Concierge instance configuration

To start creating your own Brand Concierge instance, follow the below steps.

Go to https://experience.adobe.com/. Open Brand Concierge.

You should then see this. Click the sandbox selection menu.

Choose the sandbox that has been assigned to you. That sandbox should be named --aepUserLdap-- - bc.

Click Get Started.

For the name of your Brand Concierge instance, use: --aepUserLdap-- - CitiSignal Brand Concierge.

Enter the following text under What would you like the concierge to do?.

Brand Concierge should help customers find their best device, plan or entertainment deal. Brand Concierge should help users discover internet plans, entertainment deals,  and help find the best available packages. Brand Concierge should also answer questions about devices such as phones and watches.

Click Create.

You should then see this. Click Get Started to add a knowledge source.

Select Website Links and click Continue.

You should then see this. Enter CitiSignal website as name for your knowledge source.

You now need to upload a csv file that contains the links of your website. Download CitiSignal website links CSV file to your desktop.

Click Browse Files.

Open the file citisignal-website-links.csv and update the links to point to your own CitiSignal website.

Select the file citisignal-website-links.csv that you just downloaded and edited. Click Open.

Your file is now added to this knowledge source. Click Add.

You should then see this. Click Take me home.

You should then see this. Click Get Started on the Product advisory for consumers card.

You should then see this. Fill out the following fields using the below text.

What should the concierge know about the product or audience before making recommendations?

CitiSignal is a telecommunications company that sells devices such as phones and watches and that sells internet services such as their lead product CitiSignal Fiber Max. On top of that, CitiSignal sells entertainment services that offer premium streaming services at a discounted price. CitiSignal is targeting these 3 personas primarily: Smart Home Families, Online Gamers and Remote Professionals.

Are there any business rules or limitations the concierge should follow when making recommendations?

Prioritize positioning the CitiSignal Fiber Max offering.

Are there any specific keywords or phrases the concierge should follow or avoid?

Competitor pricing, competitor products

Your updates are automatically saved. Click the arrow to go back to the previous screen.

You should then see this. Click Get Started to customize your brand expression.

You can make your own choices on the Brand expression page, ensure that an option is selected for each question.

Scroll down and select any setting for the field Response length.

Your updates are automatically saved.

Scroll up and click the arrow to go back to the previous screen.

You’ll then be back here. Click Knowledge Sources.

Click Build your knowledge sources.

Select Product catalog and click Continue.

You should then see this. Enter CitiSignal Products as name for your knowledge source.

You now need to upload a csv file that contains the links of your website. Download CitiSignal product catalog to your desktop and unzip it.

Click Browse Files and then select Browse from your device.

Select the file CitiSignal-catalog.json and click Open.

You should then see this. Click Add.

You’ll then be back here.

After 10-20 minutes, the Status of both knowledge sources should be Completed. Click Home.

You should then see this. Click + Connect on the Website links card.

Select the knowledge source CitiSignal Website and click Save.

You should then see this. Click + Connect on the Product catalog card.

Select the knowledge source CitiSignal Products and click Save.

You should then see this. Click Preview to start interacting with your Brand Concierge.

You can now start asking questions related to the provided knowledge sources.

1.4.1.3 AEP onboarding steps

Brand Concierge uses Adobe Experience Platform to store interaction data from conversations. The connection between Brand Concierge and Experience Platform requires a datastream to be configured and used by Brand Concierge.

Datastream

Go to https://experience.adobe.com/. Open Experience Platform.

Ensure that you’ve selected the right sandbox, which should be named --aepUserLdap-- - bc. In the left menu, scroll down and select Datastreams.

Click New Datastream.

Enter the Datastream Name --aepUserLdap-- - Brand Concierge and then select the Mapping Schema cja-brand-concierge-sb-XXX.

Click Save.

Your datastream is now configured. Copy the datastream name and the datastream id and write them down in a text file on your computer.

Brand Concierge Configuration Management API

The next step is to enable the Brand Concierge Configuration Management API to configure the datastream that you just created. This is required to resolve things like IMS Org ID and sandbox details during request processing.

This is currently an internal Adobe step that needs to happen. This step is required as otherwise, the setup of the datastream isn’t correct for usage by Brand Concierge.

Next Step: Implement Brand Concierge on your website

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