Prerequisites

Before attempting to initialize or configure Optimize Agentic AI support, ensure the following platform requirements are met across your deployment topology:
  1. Users with the Access Optimizations Link permission can only create or view optimization sessions in MaxAI.
  2. License Verification
    • MaxAI capabilities are explicitly mapped into the Advanced license tier.
    • A valid cryptographic License Key supporting Advanced capabilities must be generated and applied within the platform configuration console. Without this authorization payload, backend calls to the optimization orchestrator will immediately be blocked at the gateway.
    • Valid Optimize license should be applied.
  3. Global System Configurations

    System administrators must verify that core backend properties for the underlying MaxAI runtime are established in the primary configuration files. Verify that the following configuration states are correctly handled in the system's administration layer:

    • Database & Cookie Handlers: Shared operational sessions and persistent thread contexts for MaxAI must be verified against your platform database configurations.

    • Network & CORS Policies: Ensure proper cross-origin routing configurations exist between the application's user interface and the backend AI orchestration services.

Supported Features

Feature Description
Create session Create a new optimization session with a chosen name and audience level.
List sessions View all existing sessions (up to 10 inline; more triggers smart filtering).
Filter sessions Narrow down session list by name, description, status, audience, creator, or date.
View session details See full details of a session including rules, campaigns, audience level.
Create rules Create rules for a session.
Rule confirmation Preview rules before they are created.
Rule modification Change parameters at the preview stage (channel, max offers, time window, etc.).

Supported Rule Types

Rule Type Business Use
Global Offer Capacity Cap total offer volume across ALL customers.
Per-Customer Offer Limit Limit offers per individual customer (contact fatigue).
Package Limit Limit package/bundle interactions per customer.
Duplicate Offer Limit Prevent the same offer being sent more than N times
Customer Inclusion/Exclusion Filter customers by segment (numeric ID)
Interaction Filter Row-level filter on PCT column values (score, cost, date, channel, etc.)
Custom Capacity Capacity constraint using a PCT column with an operator and threshold

Unsupported Rule

Following rules are unsupported:

  • Never Send Together (NeverAWithBFECRule)

  • Never Followed By (NeverAByBFECRule)

  • Only With (BOnlyWithAFECRule)

These rules are unsupported due to the scenarios described below:

Segment Name / ID Selection Not Supported. The agent cannot resolve segment names (e.g., "High Value Customers") or look up segment IDs from the database.
Specific Offer Name / ID Resolution Not Supported. The agent cannot look up offer names or resolve them to numeric IDs. Offer name resolution from a catalogue is not connected.

The following rule types require two specific numeric offer IDs and are therefore not supported:

  • Never Send Together (NeverAWithBFECRule)
  • Never Followed By (NeverAByBFECRule)
  • Only With (BOnlyWithAFECRule)
Offer Version / Offer Parameters Filter Not Supported. Rules that filter by offer attributes/versions (USE_OFFER_PARAMETERS) are not supported.
Editing or Deleting Existing Rules

Not Supported. The agent creates new rules only. It cannot modify or delete rules that have already been saved in Optimize.

Use the Optimize UI to edit or delete existing rules.
Running or Scheduling Sessions

Not Supported. The agent creates only sessions and rules but does not configure in a campaign or trigger optimization runs or manage schedules.

Supported Attributes

Attribute Support Level
Channel Full support — specify by name (Email, SMS, Direct Mail, ANY)
Audience level Full support — selected during session creation
Time window (days) Full support
Min / Max offers Full support
Interaction filter conditions Score, Cost, Date, Channel column filters
Custom PCT column Score, Cost, ContactDateTime, OfferID, ContactID, Channel, CellCode, etc.