Live Demo Scenario
Prerequisites
- IMS Org: Adobe Demo System Shared
- Sandbox: Public SecurFinancial (VA7)
- Permissions: Public project users
Facing a product issue or missing permission? Contact us.
Set up the CX Enterprise Coworker Chat Context
Set the context window to:
- Sandbox: Prod - Public Project - SecurFinancial (VA7)
If you need to demonstrate the Data Insights Agent, use the following data view:
- Dataview: [READ ONLY] DSN FSI Stream v2.0
Scenario Narrative
SecurFinancial is a fictitious financial organization serving banking, credit cards, and insurance solutions. At SecurFinance marketers are planning to launch credit card marketing deliveries by identifying potential customers and easy to build workflows.
Prompts Summary
Below are the prompts used for the SecurFinancial CX Enterprise Coworker Chat demo:
PROMPTS | AGENT |
|---|---|
Show me product views in the last 60 days | Data Insights Agent |
Show the count of product view events over the last 60 days, grouped by product category | Data Insights Agent |
Show me total Application submits in last 60 days. | Data Insights Agent |
Data related to credit card can also be found with timeseries class, especially from partners. Considering both the Individual Profile class and timeseries class, which field is used to represent credit card–related propensity for identifying credit card prospects? | Data Insights Agent |
List all audiences, where rule definitions refers credit card-related attributes in rules. | Audience Agent |
How much of these audiences changed over the last few days? Show me changes in percentage per audience. | Audience Agent |
Are there any overlap in above listed audiences? | Audience Agent |
Considering the event types "form.submit", "web.fsi.sendPreapproval", and "web.formFilledOut" represent submitting application. How many profiles have credit card upgrade prediction score greater than 50 and have submitted an application in the past? | Audience Agent |
Create an audience with the following conditions: - Financial credit score greater than 50 - Credit classification is “Good” or “Excellent” - Any event with web-page-name containing “credit” | Audience Agent |
Show me list of live journeys in this instance. | Journey Agent |
How many of these live journeys use audience? | Journey Agent |
Which audiences are referred in these journeys? | Journey Agent |
How can I manage journey conflicts? | Journey Agent |
Show fallout report for +premium journey (Select "SecurFinancial - Premium Credit Card Promotion" journey) | Journey Agent |
Create a journey towards the audience +premium. The journey is for the promotion of credit card. There will 2 versions of an email based on a split of the audience based on who is in the +interested audience. After 3 days, profiles from both email treatments who have not submitted application will be sent a follow up email. (Select "SecurFinancial - Premium Credit Card Prospect" audience and "SecurFinancial - Interested in Credit Cards" audience) | Journey Agent |
How are the experiments performing for +premium (Select "SecurFinancial - Premium Credit Card Promotion" journey) | Experimentation Agent |
Select from "Related suggestions" at the bottom of response from experiment analysis. Choose: "Analyze the trends in conversion rates across these treatments" | Experimentation Agent |
Agent Based Applications
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