Welcome
User Guide
Appendix
Best Practices for MaxAI Queries
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.

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 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.

How to Use Prompts?

Use verbs like Create, List, Approve, Assign, and Modify. Provide criteria or details.

Examples for Good Prompt vs Bad Prompt


Prompt	Good / Bad?	Reason?
Create approval.	Bad	Missing details.
Approve the pending budget approval request.	Good	Clear action + object.
Approve.	Bad	No object.
Assign Mark as approver for approval Car Loan.	Good	Specific request ID + role.