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.

Accessing or Adding Reports for Analysis

To use MaxAI Reporting Insights, perform the following steps:

  1. On the Unica homepage, check the Marketing Insights section.
  2. If it is empty, or if the required report is not available, click Customize Dashboard.
  3. The Add Widgets panel opens. Select the required report or reports and click Add.
  4. The selected report or reports is added to the Marketing Insights section of the Unica homepage.

List of Available Reports

The list of available reports in the Add Widgets panel are as follows:

Offering Name on the Widget List of Reports
Unica Campaign Campaign
  • Campaign Detailed Response Breakout
  • Campaign Offer Performance by Month
  • Campaign Performance Comparison by Responses
  • Campaign Performance by Segment Responses
  • Campaign Performance Summary by Offer Responses
  • Segment Performance by Offer Responses
  • Campaign Financial Summary by Offer
  • Campaign Financial Summary
  • Campaign Revenue Generation by Offer
  • Campaign Performance by Offer Responses
  • Recent Campaigns
  • Campaign Offers List
Unica Centralized Offer Management Offer
  • Offer Performance by Day
  • Offer Financial Summary
  • Offer Performance Comparison
Unica Deliver Deliver
  • Sent Time Analytics Heatmap (Engagement)
  • Detailed Bounce Report
  • Unique Click by Email Link
  • Unique Click by Landing Page
  • Unique Click Rate by Campaign
  • WhatsApp Channel Performance Summary
  • SMS Channel Performance by Campaign
  • Mobile Push Channel Performance by Campaign
  • Email Unique Click Rate Summary
  • Email Channel Performance by Campaign
  • WhatsApp Channel Performance by Campaign
  • SMS Channel Performance Summary
  • Email Channel Performance Summary
  • A/B Email Mailing Summary
  • Mobile Push Channel Performance Summary
Unica Interact Interact
  • Interaction Point Performance
Unica Journey Journey
  • Journey Overview
  • Audience Comparison Entry Sources
  • Accepted/Rejected Audiences Across Journeys
  • Milestone Funnel
  • Audience Comparison Across Channel
  • Journey Channel Performance
Unica Plan Plan
  • System Projects
  • System Programs
  • Vendor Spend Summary
  • Project Health (Monthly)
  • Project Health (Trend)
  • Project Budget
  • Approvals Awaiting Action
  • My Requests
  • My Alerts
  • My Approval Overview
  • My Approval Progress
  • My Tasks
  • My Task Status
  • My Project Health
  • My Active Projects
  • My Task Progress
  • My Approval Status
  • My Task Overview
Real-time Personalization RTP
  • RTP - Performance
  • Domain Performance
  • RTP - Statistics

Using MaxAI Reporting Insights

After completing the steps mentioned in Accessing or Adding Reports for Analysis, complete the following steps to to understand how MaxAI Reporting Insights work:

  1. From the Marketing Insights section, locate the required report.
  2. Select the Radio Button icon at the top-right corner of the report.
  3. The MaxAI Insights panel opens. This panel contains a verbose analysis of the report. To understand more or analyze the details further, you can click Continue to chat.
  4. The MaxAI Assistant opens with the analysis generated in Step 3. In the Ask to MaxAI textbox, type any further queries that you have related to the generated analysis.
Note: To view some example queries, see Queries - Examples.