Configure AI Engine for Personalized Promotions

Before you can use Personalized Promotions, you must configure the AI engine.

Prerequisites

• At least 1,000 profiles.
• At least 10,000 events in total, of either:
  • page.visit events from item pages and product.view events from item views in a mobile application
  • or transaction.charge events

To configure the AI engine, you must perform the following steps in order:

1. Adding item feed
2. Selecting an item feed
3. Enabling the model
4. Selecting attributes for distinct filters (optional)

Adding item feed

he first step is selecting the feed from which items will be sourced. You can either select a catalog that contains a feed or use Google Merchant Feed. Make sure, the item feed includes the following attributes:

• itemId - The identifier of the item
• title - The name of the item
• category - The category of the item

You can read about requirements for item feed:

• uploaded to a catalog
• pulled from an URL
  Grouping feed attributes is available for this feed type.

If you previously configured a feed which you want to use now, you can omit this step.

1. Go to Settings > AI engine configuration.
2. Click Add feed.
   Result: A pop-up appears.

   

3. Select the product feed you want to use.

   • Catalog

     1. On the pop-up, select the type of catalog:
        • Data catalog
        • Metadata catalog
     2. From the dropdown list, select a catalog.

        

     3. Confirm by clicking Apply.
        Result: An item feed based on the contents of the selected catalog appears on the list in Settings > AI Engine configuration.

   • Google Merchant

     TIP: Include the Last-Modified header to enable detection of whether the product feed import is necessary, this will help you reduce data transmission costs.

     1. Provide the following information:

        • the link to the Google Merchant feed (Feed link),
        • the name of the field (Feed name),
          this name will be visible on the list of item feeds in Synerise in Settings > AI Engine Configuration
        • the frequency of pulling updates from the feed to Synerise (Interval),
        • authentication type (Authentication type),
          • username and password (Basic authentication type)
          • username, password, token type, URL (Bearer authentication type)

        

     2. Proceed to the next step by clicking Next.
     3. If you want to group feed attributes, enable the toggle. Further grouping settings are defined after adding the feed.
        Grouping feed attributes refers to organizing the attributes or fields within an item feed into logical groups. Instead of treating each product variant — such as different sizes or colors — as a separate item in the feed, all variants of a product are combined and grouped into a single item.
        

        

        WARNING: This action is irreversible after applying.
        
     4. Confirm by clicking Apply.
        Result: The feed appears on the list in Settings > AI Engine configuration.

Selecting item feed

1. In Settings > AI Engine Configuration, on the list of feeds, click the feed you added according to the Adding item feed procedure.
   The configuration form opens. In the Item catalog section, the feed you are configuring is selected automatically and you can proceed to the next part of the configuration.
   

   

Enabling the model

The list of promotion candidates considered by the AI model is refreshed every 3 to 24 hours. When you add or edit a promotion, the model isn't aware of the change immediately.

1. In the Recommendation models section, on Personalized recommendations, click Show.
2. Switch the Model enabled toggle on.

After the configuration:

1. Contact the Synerise support to enable the model for a workspace - provide your workspace name and the ID of the catalog you selected as the item feed.
2. Once Synerise support confirms that the model is active, you can create a personalized promotion.

Selecting attributes for distinct filters

Attributes for distinct filters are shared with AI Recommendations - if you already configured them for the same item feed, you can skip this step.

The attributes you select here become available in the Choose attribute dropdown when defining a distinct filter for a personalized promotion.

1. On the Attributes for distinct filters tab, click Show.
2. Click Select attributes.
3. On the pop-up, from the list, choose up to 5 attributes.
4. Click Apply.
5. Confirm the settings of the tab by clicking Apply.

Removing item feed

You can remove item feeds from the list. While removing item feeds, any Synerise objects that rely on the feed as a source of information (such as predictions, recommendations, AI search) will be automatically disabled. Prior to confirming the removal operation, you will be presented with a list of objects that are currently using the feed to be removed. The feed will be removed after 7 days from confirming the action. During this transitional period, the feed and the objects associated with it will remain active. In the case of a feed within a catalog, the contents of the catalog will be deleted, while the catalog itself will be retained.

1. Go to Settings > AI engine configuration.
2. Next to the name of the feed you want to remove, click
3. From the dropdown list, select Delete.
   Result: A pop-up appears with the list of objects that are currently using the feed.
4. To confirm the operation, click Yes, delete feed.