在此頁面上:探索Adobe Journey Optimizer中可用於決策的CX Enterprise Coworker技能 — 瞭解優惠方案為何顯示給設定檔或區段,以及建立、說明、模擬和最佳化適用規則和排名公式 — 提供詳細指引、範例提示和最佳實務。
Adobe Journey Optimizer中的決策功能可協助您解釋優惠決定,並透過自然語言提示建立、測試及最佳化適用性規則和排名公式。 使用Decisioning Explainer來瞭解為何對設定檔或區段顯示或未顯示選件。 使用「規則和排名」來建立和模擬適用性規則和排名公式,再套用至您的決定策略。
了解更多:
- Journey Optimizer的同事技能 — Journey Optimizer中跨歷程、忠誠度、內容管理及決策的同事技能概觀。
- 同事檔案 — 同事的行銷活動、聊天和專案功能概觀。
- 同事聊天UI指南 — 如何存取和瀏覽同事聊天。
決策說明器 decisioning-explainer
決策說明器會以自然語言回答為何特定優惠會或不會向指定設定檔顯示,或更廣義地說,為何設定檔區段沒有看到優惠。 它會逐步執行請求設定檔(或區段)和時間範圍的完整決策棧疊:哪些優惠方案合格、每個優惠方案包含或排除哪些適用性規則、頻率或疲勞上限是否抑制優惠方案、最終排名分數、產生這些分數的策略或AI模型,以及評估設定檔的候選集區(專案集合)。
這可解決行銷人員面臨的一個常見挑戰:說明為何一個優惠排名高於另一個優惠,或為何特定優惠決定會如常發生。 決策說明程式是唯讀的 — 它可說明決策,但不會修改規則、排名公式或選擇策略。
主要使用案例
「設定檔X不符合此優惠方案的資格嗎?」
「哪個資格規則排除此客戶?」
「向我顯示哪個優惠方案設定檔X符合6月3日的資格。」
「此客戶看過此優惠多少次?」
「此優惠對於設定檔X是否有上限?」
「由於上限限制,目前對設定檔X抑制哪些優惠?」
「此決定中每個優惠方案的排名分數是多少?」
「為什麼此設定檔的Offer A排名高於優惠方案B?」
「最影響排名結果的因素是什麼?」
「此區段實際收到哪些優惠?」
「為什麼我的忠誠度區段沒有看到此優惠?」
提示最佳實務
- 已知時參考ID:提供設定檔ID、選件名稱或區段名稱,以取得精確追蹤而非一般答案。
- 包含時間範圍:詢問優惠方案的可見度為何變更時,請指定日期或日期範圍,讓同事可以正確設定追蹤的範圍。
- 直接要求排名劃分:如果您想要評分詳細資料,請明確要求排名分數或影響結果的因素。
- 針對趨勢使用區段層級的問題:在調查一組設定檔未看到選件的原因時,請詢問有關區段的問題,而非單一設定檔,以取得主要原因。
規則和排名 rules-ranking
規則和排名可提供行銷人員由AI支援的協助,以建立、瞭解及測試決策邏輯,而無須編寫或手動驗證PQL語法。 它包含四個核心功能:自然語言規則建立、純英文規則和排名公式說明、針對最多3個測試設定檔的模擬,以及PQL最佳化。 範圍限定於適用性規則和排名公式,不會建立或編輯選擇策略或決定策略。
主要使用案例
「建立適用性規則,鎖定第2級或以上級別的熟客會員。」
「撰寫PQL規則,排除過去7天內購買過的客戶。」
「修改此規則,也排除隱藏清單中的客戶。」
「此排名公式實際上做什麼?」
「此適用性規則會鎖定哪些人,並排除哪些人?」
「用一個句子概括此規則。」
「為什麼此客戶的優惠A排名高於優惠方案B?」
「此規則對廣泛的認知度行銷活動的限制是否太大?」
「此規則中的哪個條件會篩選掉最多的設定檔?」
「此規則是否適用於loyalty_tier = gold的設定檔?」
「哪些設定檔通過此適用性規則: [設定檔A、設定檔B、設定檔C]?」
「為什麼此設定檔未通過適用性檢查?」
「為此適用性規則產生測試設定檔。」
「產生要對此條件進行壓力測試的邊緣案例設定檔。」
「在這些優惠和設定檔中模擬此排名公式。」
「給定此公式此設定檔排名最高的優惠嗎?」
「比較此適用性規則與黃金的表現。銀牌客戶與基礎級客戶。」
「此規則已達到PQL大小限制 — 您可以縮短它嗎?」
提示最佳實務
- 明確提供目標條件:建立或修改規則時,請指出您想要的確切對象、屬性或排除條件。
- 直接參考規則或公式:要求說明、模擬或最佳化時,請確定您想要的規則或公式已開啟或已明確識別。
- 要求邊緣案例:模擬時,請要求同事產生邊緣案例設定檔,以測試條件,而不僅僅是一般條件。
- 發佈前先檢閱:在發佈之前先檢查產生或最佳化的規則邏輯和模擬結果。
This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.
For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.
- TL;DR: This page documents two CX Coworker skills for Decisioning in Adobe Journey Optimizer: Decisioning Explainer, which explains in natural language why a specific offer was or wasn’t shown to a profile or segment; and Rules & Ranking, which creates, explains, simulates, and optimizes eligibility rules and ranking formulas in natural language, without requiring PQL syntax.
Intents
- Understand why a specific offer was or wasn’t shown to a profile.
- Understand why an offer’s visibility to a customer or segment changed over time.
- Understand how an offer was ranked or selected over other eligible offers.
- Get an aggregated explanation of why a segment of profiles isn’t seeing an offer.
- Create a new eligibility rule, or edit an existing one, from a plain-language description.
- Get a plain-English explanation of what an existing eligibility rule or ranking formula does.
- Simulate an eligibility rule or ranking formula against test profiles.
- Rewrite a rule or formula to fit within PQL size limits without changing its logic.
Glossary
- Decisioning Explainer (product-specific): CX Coworker skill that explains, in natural language, why an offer was or wasn’t shown to a profile or segment, by tracing eligibility, capping, ranking, and candidate pool evaluation.
- Rules & Ranking (product-specific): CX Coworker skill that creates, explains, simulates, and optimizes Decisioning eligibility rules and ranking formulas using natural language, without requiring the marketer to write or read PQL syntax directly.
- Eligibility rule: a condition that includes or excludes an offer as a candidate for a given profile; Decisioning Explainer identifies which rule included or excluded each candidate offer, and Rules & Ranking can create, explain, simulate, or optimize the rule itself.
- Ranking formula: the logic used to score and order eligible offers; Rules & Ranking can create, explain, simulate, or optimize a ranking formula, the same way it does for eligibility rules.
- Capping: frequency or fatigue suppression logic that can prevent an otherwise-eligible offer from being shown; Decisioning Explainer can identify when capping suppressed an offer.
- Candidate pool (item collection): the set of offers a profile is evaluated against during a decisioning event; Decisioning Explainer reports which candidate pool was used.
- PQL (Profile Query Language): the expression syntax underlying Decisioning eligibility rules and ranking formulas; Rules & Ranking generates, explains, and optimizes PQL without the marketer needing to write or validate it manually.
Guardrails
- Decisioning Explainer and Rules & Ranking are both available for all customers who have access to Coworker and Decisioning.
- Decisioning Explainer is read-only: it explains decisions but does not modify rules, ranking formulas, or selection strategies.
- Rules & Ranking simulation supports up to 3 test profiles at a time, manually entered or AI-generated.
- Rules & Ranking is scoped to eligibility rules and ranking formulas; it does not create or edit selection strategies or decision policies.
Terminology
- Do not confuse: “eligibility” (whether an offer qualifies as a candidate) is distinct from “ranking” (how qualifying candidates are ordered) and “capping” (frequency/fatigue suppression applied after eligibility and ranking) — Decisioning Explainer reports on all three separately.
- Do not confuse: Decisioning Explainer explains why a decision already made turned out the way it did for a real profile or segment; Rules & Ranking explains, creates, simulates, or optimizes the rule or formula configuration itself, independent of any specific real-world decisioning event.
FAQ
- Can Decisioning Explainer explain a decision for a single profile? Yes, ask why a specific profile did or didn’t see a specific offer, on a specific date.
- Can Decisioning Explainer explain decisions across a segment? Yes, it can aggregate the explanation across a segment to surface the dominant reason a group of profiles isn’t seeing an offer.
- Does Decisioning Explainer show ranking scores? Yes, it can return the final ranking score for each offer and which strategy or AI model produced it.
- Can Decisioning Explainer change a rule or ranking formula? No, it is read-only and does not modify decisioning configuration.
- Can Rules & Ranking create a brand-new eligibility rule from scratch? Yes, describe the target audience or condition in plain language and it generates the PQL rule.
- Can Rules & Ranking explain a rule someone else built? Yes, it can explain any existing eligibility rule or ranking formula in plain English, including what it includes, excludes, and each condition’s meaning.
- How many test profiles can Rules & Ranking simulate against at once? Up to 3, manually entered or AI-generated, including edge cases.
- Does Rules & Ranking change a rule’s logic when optimizing it? No, PQL optimization only makes the syntax more concise to fit size limits; it preserves the original logic and outcome.