How to Use

Your AI assistant embedded in HCL Unica+

MaxAI is built directly into HCL Unica+ and is available from any screen. Use the AI Conversation Assistant to create campaigns, define audiences, and manage marketing workflows faster — all through natural language. No separate login or tool is required.

Some examples of what you can do are:
  • Create and draft campaigns, journeys, and audience segments using plain language prompts.
  • Update campaign properties such as name, duration, and objectives in a single instruction.
  • Generate structured proposals instantly, ready for your review.

Getting Started

  1. Open MaxAI.

    Click the MaxAI button in the top navigation bar of Unica+. The MaxAI panel opens as a side panel on the right side of your screen. It is available from every page in Unica+.

  2. Type or Speak Your Query.

    Use the text box at the bottom of the panel to type your question or instruction. You can also click the voice input icon to speak your query directly. MaxAI will process and respond in seconds

  3. Use Suggested Starting Points.

    On first open, MaxAI shows three suggested prompts — such as 'What are the top-performing campaigns from last quarter?' or 'How can I improve audience segmentation?' Click any of these to get started immediately.

  4. Take Action from Responses.

    MaxAI responses may include actionable options — links to create a segment in CDP, approve a plan, navigate to a specific report, or drill deeper into a campaign. Follow the in-response links or buttons to act immediately.

  5. Start a New Conversation.

    Use the + button at the top of the MaxAI panel to begin a fresh session. Previous conversations are saved and accessible via the history icon. Each session maintains its own context.

What Can You Ask MaxAI?

Campaign and Journey Analytics
  • What are the top-performing campaigns from the last quarter?
  • Which journey has the highest drop-off rate this month?
  • Show me the email open rates for the Credit Card campaign.
Audience and Segmentation
  • Create a segment of customers aged 28–45 with a salary account and no existing loan.
  • How can I improve the targeting for my re-engagement campaign?
  • Which segment had the highest conversion in the last 6 months?
Content and Campaign Help
  • Generate an email subject line for a festive season credit card offer.
  • How do I set up an entry source in a journey?
  • What are best practices for WhatsApp campaign messaging?
Plans and Approval
  • Approve the campaign plan for the Home Loan upsell.
  • What plans are pending approval in my queue?

Tips for Better Results

  • Be specific

    The more precise your instruction, the better the output. Instead of "change that to next month", say "update the end date to July 25, 2026".

  • Keep each prompt self-contained

    Include all relevant details in your message rather than relying on earlier parts of the conversation. This helps the assistant respond accurately every time.

  • One task per conversation

    For a new or unrelated task, start a fresh session. Switching topics mid-conversation may lead to unexpected responses.

  • Verify the responses

    If a response seems off or repeats itself, start a new conversation with a rephrased prompt rather than continuing in the same thread.

  • Review before you act

    The assistant is designed to accelerate your decision-making, not replace it. All AI-generated campaigns, journeys, and recommendations should be reviewed by you before publishing or executing. Final approval always stays with you.

  • Act on suggestions when they appear

    CTAs (Call To Actions) and action suggestions are generated based on your conversation at that point. For the best results, use them when presented. Clicking on an earlier suggestion mid-conversation may lead to unexpected results.

  • Focused conversation experience

    Each AI session is scoped to a single campaign workflow. Once your proposal is generated and actioned, simply start a new conversation for your next task — this ensures every interaction is accurate and purposeful.

Keyboard andd Interface Reference

Action How to do it?
Open MaxAI panel Click MaxAI in the top navigation bar.
Submit a query Press Enter or click the send button.
Voice input Click the microphone icon in the input box.
Start new conversation Click the + icon at the top of the MaxAI panel.
View conversation history Click the history clock icon.
Close MaxAI panel Click the X icon at the top right of the panel.

Scope

Some operations, such as advanced edits and certain process configurations, are not yet available through the assistant and can be completed using the standard Unica interface as usual. Richer conversational capabilities and broader operation support will be available in a future release.

We are continuously improving the assistant based on real usage. Your feedback shapes what comes next.