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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
- Ideally we could navigate to D365 Customer Insights - Journeys > Settings > Copilot Rules.
- Here we could create a new record.
- That record would have a keyword or key term like “redshirt”
- 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”
- Then we could save & close
USE CASE
- 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).
- 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
- 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