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Comprehensive Technical Tutorial for AEP
  • Comprehensive Technical Tutorial for Adobe Experience Platform
    • Architecture
    • Video Overview
  • 0 - Getting started
    • 0.0 Which environment do I use?
    • (Deprecated) Install the Chrome extension for the Experience League documentation
    • 0.1 Use Demo System Next to setup your Adobe Experience Platform Data Collection client property
    • 0.2 Create your Datastream
    • 0.3 Set up the website
    • 0.4 Set up the mobile app
    • 0.5 Ingest Data to AEP through the Website
    • 0.6 Ingest Data to AEP through the Mobile App
    • 0.7 Visualize your own Real-time Customer Profile - UI
    • 0.8 See your Real-time Customer Profile in action in the Call Center
    • 0.9 Set up and use the AEP API to visualize your Real-Time Customer Profile
    • 0.10 Install the Experience Platform Debugger Extension
    • 0.11 What if I want to demonstrate basic AEP concepts directly on a live website?
  • 1 - Adobe Experience Platform Data Collection and the Web SDK extension
    • 1.1 Understanding Adobe Experience Platform Data Collection
    • 1.2 Edge Network, Datastreams and Server Side Data Collection
    • 1.3 Introduction to Adobe Experience Platform Data Collection
    • 1.4 Client-side Web Data Collection
    • 1.5 Implement Adobe Analytics and Adobe Audience Manager
    • 1.6 Implement Adobe Target
    • 1.7 XDM Schema requirements in Adobe Experience Platform
    • Summary and Benefits
  • 2 - Data Ingestion
    • 2.1 Explore the Website
    • 2.2 Configure Schemas and Set Identifiers
    • 2.3 Configure Datasets
    • 2.4 Data Ingestion from Offline Sources
    • 2.5 Data Landing Zone
    • Summary and Benefits
  • 3 - Real-time Customer Profile
    • 3.1 Visit the website
    • 3.2 Visualize your own real-time customer profile - UI
    • 3.3 Visualize your own real-time customer profile - API
    • 3.4 Create a segment - UI
    • 3.5 Create a segment - API
    • 3.6 See your Real-time Customer Profile in action in the Call Center
    • Summary and benefits
  • 4 - Query Service
    • 4.0 Prerequisites
    • 4.1 Getting Started
    • 4.2 Using the Query Service
    • 4.3 Queries, queries, queries... and churn analysis
    • 4.4 Generate a dataset from a query
    • 4.5 Query Service and Power BI
    • 4.6 Query Service and Tableau
    • 4.7 Query Service API
    • Summary and benefits
  • 5 - Intelligent Services
    • 5.1 Customer AI - Data Preparation (Ingest)
    • 5.2 Customer AI - Create a New Instance (Configure)
    • 5.3 Customer AI - Scoring Dashboard and Segmentation (Predict & Take Action)
  • 6 - Real-time CDP - Build a segment and take action
    • 6.1 Create a segment
    • 6.2 Review how to configure DV360 Destination using Destinations
    • 6.3 Take Action: send your segment to DV360
    • 6.4 Take Action: send your segment to an S3-destination
    • 6.5 Take Action: send your segment to Adobe Target
    • 6.6 External Audiences
    • 6.7 Destinations SDK
    • Summary and benefits
  • 7 - Adobe Journey Optimizer: Orchestration
    • 7.1 Create your event
    • 7.2 Create your journey and email message
    • 7.3 Update your Data Collection property and test your journey
    • Summary and benefits
  • 8 - Adobe Journey Optimizer: External data sources and custom actions
    • 8.1 Define an event
    • 8.2 Define an external data source
    • 8.3 Define a custom action
    • 8.4 Create your journey and messages
    • 8.5 Trigger your journey
    • Summary and benefits
  • 9 - Adobe Journey Optimizer: Offer Decisioning
    • 9.1 Offer Decisioning 101
    • 9.2 Configure your offers and decision
    • 9.3 Prepare your Data Collection Client property and Web SDK setup for Offer Decisioning
    • 9.4 Combine Adobe Target and Offer Decisioning
    • 9.5 Use your decision in an email
    • 9.6 Test your decision using the API
    • Summary and benefits
  • 10 - Adobe Journey Optimizer: Event-based Journeys
    • 10.1 Configure an event-based journey - Order Confirmation
    • 10.2 Configure a batch-based newsletter journey
    • 10.3 Apply personalization in an email message
    • 10.4 Setup and use push notifications
    • 10.5 Create a business event journey
    • Summary and benefits
  • 11 - Customer Journey Analytics - Build a dashboard using Analysis Workspace on top of Adobe Experie
    • 11.1 Customer Journey Analytics 101
    • 11.2 Connect Adobe Experience Platform Data Sets in Customer Journey Analytics
    • 11.3 Create a Data View
    • 11.4 Data Preparation in Customer Journey Analytics
    • 11.5 Visualization using Customer Journey Analytics
    • Summary and benefits
  • 12 - Ingest & Analyze Google Analytics data in Adobe Experience Platform with the BigQuery Source Co
    • 12.1 Create your Google Cloud Platform Account
    • 12.2 Create your first query in BigQuery
    • 12.3 Connect GCP & BigQuery to Adobe Experience Platform
    • 12.4 Load data from BigQuery into Adobe Experience Platform
    • 12.5 Analyze Google Analytics Data using Customer Journey Analytics
    • Summary and benefits
  • 13 - Real-Time CDP: Segment Activation to Microsoft Azure Event Hub
    • 13.1 Configure your Microsoft Azure EventHub environment
    • 13.2 Configure your Azure Event Hub Destination in Adobe Experience Platform
    • 13.3 Create a segment
    • 13.4 Activate segment
    • 13.5 Create your Microsoft Azure Project
    • 13.6 End-to-end scenario
    • Summary and benefits
  • 14 - Real-Time CDP Connections: Event Forwarding
    • 14.1 Create a Data Collection Event Forwarding property
    • 14.2 Update your Datastream to make data available to your Data Collection Event Forwarding property
    • 14.3 Create and configure a custom webhook
    • 14.4 Create and configure a Google Cloud Function
    • 14.5 Forward events towards the AWS ecosystem
    • Summary and benefits
  • 15 - Stream data from Apache Kafka into Adobe Experience Platform
    • 15.1 Introduction to Apache Kafka
    • 15.2 Install and configure your Kafka cluster
    • 15.3 Configure HTTP API Streaming endpoint in Adobe Experience Platform
    • 15.4 Install and configure Kafka Connect and the Adobe Experience Platform Sink Connector
    • Summary and benefits
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  1. 5 - Intelligent Services

5.2 Customer AI - Create a New Instance (Configure)

Customer AI - Create a New Instance (Configure)

Previous5.1 Customer AI - Data Preparation (Ingest)Next5.3 Customer AI - Scoring Dashboard and Segmentation (Predict & Take Action)

Last updated 2 years ago

Customer AI works by analyzing existing Consumer Experience Event data to predict churn or conversion propensity scores. Creating a new Customer AI instance allows marketeers to define goals and measures.

5.2.1 Setup a new Customer AI instance

In Adobe Experience Platform, click Services in the left menu. The Services browser appears and displays all available services at your disposal. In the card for Customer AI, click Open.

Click Create instance.

You'll then see this.

Enter the required details for the Customer AI instance:

  • Name: use --demoProfileLdap-- Product Purchase Propensity

  • Description: use: Predict the likelihood for customers to purchase a product

  • Propensity type: select Conversion

Click Next.

You'll then see this. Select the dataset you created in the previous exercise which is named --demoProfileLdap - Demo System - Customer Experience Event Dataset. Click Next.

Select Will occur and define the field commerce.purchases.value as the target variable.

Click Next.

Next, set your schedule to run Weekly and set the time as close as possible to your current time. Ensure that the toggle Enable scores for Profile is enabled.

Click Finish.

You'll then see this popup. Click OK.

After you configure the instance, you can see it in the Customer AI instance list and also preview the summary of the setup and execution details by clicking on the Customer AI instance row. The summary panel will also display error details in case errors have been found.

You can modify any definition or attribute as long as your Customer AI instance's status is either Awaiting training or Error

Service navigation
Create new instance
Create new instance
Setup page 1
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Setup page 1
Defining CAI Goal
Setup page 1
Define CAI advance
Setup page 1
Setup page 1
Instance setup summary