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.

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

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.

Feature Overview
The Optimize Agentic AI feature enables business users and administrators to build and manage structural optimization sessions—such as channel capacity controls, offer contact sequencing, contact fatigue rules, and email budget optimizations—using conversational natural language prompts.
Instead of dealing with manual, multi-step rule builders, users interact with a single unified AI persona named MaxAI. MaxAI parses conversational requirements, translates them into precise optimization rules (composed of objectives, target channels, specific field criteria, account types, and operational time windows), and prompts the user for final confirmation before deploying the configuration.
Key Functional Behaviors
- Unified Persona "MaxAI": All backend interactions, acceptance states, and error handling rollbacks are standardized under the name MaxAI to ensure a seamless chat interface.
- Multi-Point Ingestion: Optimization flows can be initiated globally from anywhere inside the application environment or directly within the main Optimization Listing Page.
- Intelligent Data Filtering: If a user requests a broad view of historical sessions that returns a high volume of entries (e.g., more than 100 entries), MaxAI acts as an active constraint buffer. The assistant offers to dynamically refine the scope by specific attributes (channel type, historical run status, or localized time windows). If the data set remains excessively large, MaxAI cleanly routes the user to the core optimization listing page to leverage native interface sorting controls.
- Natural Language Summarization: When displaying specific optimization session configurations, MaxAI generates a clean, concise, plain-language summary line alongside explicit structural parameters (Type, Condition, Time Window, and Limits) to MaxAImize user legibility.