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Hello, to make the most of AI/copilot, we would like the ability to create our own rules/definitions. Here is our idea and how it would be implemented:


SETUP/CONFIGURATION


  1. Ideally we could navigate to D365 Customer Insights - Journeys > Settings > Copilot Rules
  2. Here we could create a new record. 
  3. That record would have a keyword or key term like “redshirt”
  4. Then we would create the definition using a new Rule Builder similar to the Segment Builder. In this example, our definition would be “The Contact entity where Volunteer field = Yes and Status = Active”
  5. Then we could save & close


USE CASE

  1. Now, anytime someone types the word “redshirt” into Copilot, it looks at our Rule to understand what that means and suggests the next word(s). 
  2. If we use Copilot for creating a new dynamic segment – and enter "All redshirts in Indiana", AI would know to pull all Contacts where Volunteer field = Yes and Status = Active and State = In or Indiana
  3. If we use Copilot for email - and enter a goal like "increase event attendance for redshirts", AI would know to recommend content with personalization for Contacts where Volunteer field = Yes and Status = Active
STATUS DETAILS
New