Welcome
User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
Optimize Agentic AI Support
Optimize supports Optimize Agentic AI support feature powered by the platform’s AI assistant, MaxAI. Built on a multi-layered security and licensing model, this feature streamlines the process of creating, listing, and analyzing optimization sessions via natural language processing.
End-User Workflow Walkthrough

Unica Optimize
Release Notes
System Requirements
Installation Guides
Upgrade Guide
User Guide
Unica Optimize provides documentation and help for users, administrators, and developers.
- About Unica Optimize
  Unica Optimize is a web-based extension of Unica Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
- Getting started with Unica Optimize
  Unica Optimize can optimize your marketing campaign and improve response from customers, but only if you know what you want to optimize. You need a plan, the data to support the plan, and an implementation method.
- Unica Optimize sessions
  A Unica Optimize session is a combination of rules and scores that apply to a set of proposed contacts.
- Optimization rules
  Unica Optimize uses the rules and scores you define in your Unica Optimize session to mathematically determine the best combination of final contacts you use across your marketing campaigns.
- Setting up scores
  You use scores in Unica Optimize to rank possible offers for each customer using a patent-pending optimization algorithm. The higher the score you assign to a contact, the more desirable you are making that contact. Unica Optimize maximizes the sum of scores in the OCT.
- Generate a list of proposed contacts
  The optimization process involves generating a list of proposed contacts in Unica Campaign and sending these contacts to Unica Optimize to produce optimized contacts.
- Use optimized contacts in marketing campaigns
  After you optimize the proposed contacts, you must retrieve the optimized contacts from Unica Optimize to send marketing communications to these contacts.
- Viewing Reports
  For each production run or test run, Unica Optimize generates a number of reports. These reports help you understand what happened during the optimization process by providing analyses pre- and post-optimization.
- Optimize Agentic AI Support
  Optimize supports Optimize Agentic AI support feature powered by the platform’s AI assistant, MaxAI. Built on a multi-layered security and licensing model, this feature streamlines the process of creating, listing, and analyzing optimization sessions via natural language processing.
- Administering Unica Optimize
  There are many aspects of Unica Optimize you can configure to improve performance.
- Unica Optimize configuration properties
  This section describes the Unica Optimize configuration properties that are found on the Configuration page.
Troubleshooting and Tuning Guide
Unica Optimize is a web-based extension of Unica Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
System Tables
The Unica Optimize system tables document is intended to help your company understand the Unica Optimize data model for integration purposes.
Licensing Guide
Glossary
Notices

End-User Workflow Walkthrough

Once flags and permissions are verified, the operational flow follows an efficient, predictable conversational cycle designed to maintain optimal user guardrails.

Step 1:The user expands the MaxAI AI assistant panel from the global chat interface. The text entry field presents a clear placeholder watermark reading: "What's on your mind?"

Step 2: Ingesting the Prompt
The user enters an optimization request using natural language.
- Example prompt: "I want to create an email budget optimization session named 'Q2 Promo Optimization'. Cap total email volume at 50,000 for every offer over a 7-day time window to protect sender reputation, and exclude high delivery cost per offer."
Step 3: Parsing and Structural Analysis
The orchestration service receives the payload and extracts structural optimization rules. For each rule identified, the system maps out five core parameters:
1. Objective
2. Field Name
3. Account Type
4. Target Channel
5. Time Window
Step 4: Verification and Summary Presentation

MaxAI converts the processed values into a high-legibility interface card containing a descriptive plain-language line along with exact parameter fields:
MaxAI: I have analyzed your requirements and prepared the optimization rules for your session:
- Rule 1: Cap Total Email Volume
  * Type: Capacity Constraint Channel: Email, Time Window: 7 Days, Limit: 50,000
  Would you like me to create these rules? Reply yes to confirm or specify modifications.
Step 5: Conversational Modification or Final Consent
- Modifications: The user can interactively refine parameters prior to commit (e.g., "Change the time window to 15 days"), prompting MaxAI to update and restate the rules.
- Consent: When the user enters "Yes", the backend processes finalize the session database records. The chat panel renders a specialized confirmation component complete with a functional preview navigation hyperlink : "Creating your optimization session. You can now click here to View this Optimize session."