Welcome
User Guide
Appendix
Best Practices for MaxAI Queries
Best Practices for Journey Queries
Generate SQL for Journey tables: Performance, Milestones, Goals, and Touchpoints.

HCL MaxAI Documentation
Release Notes
Deployment Guide
Administrator Guide
User Guide
- An Introduction to MaxAI
  MaxAI is an AI-driven offering introduced in 25.1.0 version of HCL Unica+. It is a part of the HCL Unica+ marketing platform.
- MaxAI Assistant
  MaxAI Assistant helps in real-time decisions and optimizations.
- MaxAI Content Generation
  MaxAI Content Generation enables a Marketer to effortlessly optimize the content of their emails in Unica Deliver and Rich Text Fields during Offer creation or Offer modification in Centralized Offer Management. With intelligent AI-driven suggestions, marketers can instantly refine their messaging for better clarity, tone, and impact ensuring that the core message resonates with their audience.
- MaxAI Email Scoring and Insights
  MaxAI Email Scoring and Insights enables a Marketer to improve their email content by scoring it based on various marketing-related parameters. With intelligent AI-driven suggestions, marketers can refine their email communication to make it a professional and high-impact marketing communication. This feature is applicable only for Unica Deliver.
- MaxAI Journey Insights
  Access actionable insights for Unica Journey. In just a few clicks, marketers can move from observation to action.
- MaxAI Reporting Insights
  MaxAI Reporting Insights provides AI-driven insights for contextual and actionable-analysis based on the selected chart or report. With the analysis, you can continue to the chat with the AI in MaxAI assistant, ask follow-up questions to receive appropriate responses enabling seamless exploration of trends, detection of anomalies, and data-driven recommendations.
- MaxAI Session Insights
  MaxAI also integrates with HCL Discover. MaxAI Session Insights provides AI-driven contextual insights and actionable-analysis based on the selected session.
- Appendix
  - Best Practices for MaxAI Queries
    - Best Practices for Analytics Queries
      Transform everyday questions into precise MariaDB SQL queries for Campaign, Deliver, or Journey data.
    - Best Practices for Document Search Queries
      Rephrase your question, fetch docs via embeddings, and get a concise answer.
    - Best Practices for Plan Execution-related Queries
      MaxAI can execute tasks in Plan like List Approvals, Create Approvals, Assign Approvals, Update Approval Status and Modify Due Date, and Assigning Offers or Offer Lists to Approvals.
    - Best Practices for Segmentation Queries
      Generates Athena SQL + JSON criteria for Unica CDP segments. The SQL returns customer_id and JSON defined filters.
    - Best Practices for Journey Queries
      Generate SQL for Journey tables: Performance, Milestones, Goals, and Touchpoints.
    - Best Practices for Subject Line Analysis Queries
  - Queries - Examples
    The following sections contain examples for proper queries that you can ask MaxAI related to Unica or HCL Discover.
  - FAQs
    The following are some frequently asked questions related to MaxAI Assistant:
  - System Safeguards
  - How the System Responds to Errors
    This topic explains how the system handles scenarios where it cannot generate a response due to incomplete or unclear inputs. It provides users with insights into fallback mechanisms, error messaging, and clarification requests.

Best Practices for Journey Queries

Generate SQL for Journey tables: Performance, Milestones, Goals, and Touchpoints.

How to Use Prompts?

Name the Journey. Specify metric (drop-off, open rate). Provide a timeframe.

Example: What is the drop-off rate at each touchpoint for Journey X in June?

Examples for Good Prompt vs Bad Prompt


Prompt	Good / Bad?	Reason?
Journey stats.	Bad	Too generic.
How many milestones completed in Journey Y?	Good	Clear metric.
Performance.	Bad	No context.
Show email performance in Journey Z last week.	Good	Channel + timeframe.
Journey data.	Bad	Needs specifics.
Compare SMS vs push in Journey A.	Good	Comparison
Goals.	Bad	Ambiguous.
Show goal status for Journey B.	Good	Feature + entity
Touchpoint details.	Bad	Which journey?
List entry sources for Journey C.	Good	Document-query gap—Plan can route.