Salesforce Docs Portal

Run the Marketing Assistant App

Use the Marketing Assistant app to ask questions about your marketing data and see results.

REQUIRED USER ROLE
To run Marketplace apps Admins, Power Users, or Viewers
  1. In Marketing Cloud Intelligence, on the Marketplace tab, select Apps.
  2. Click Installed Solutions, and then select the Marketing Assistant app.
  3. On the Conversation tab, ask Alexa about your configured KPIs by either typing in the question or using voice. The app displays a dashboard with the results.
  4. To export the dashboard as a PDF, click Export View as PDF. You also use voice commands and tell Alexa to export the page for you.
  5. To save the app page as a standalone dashboard page, click Save View as Data Canvas Page.
  6. On the Daily Brief tab, see which KPIs are either on track or underperforming. (If goals weren’t defined, the widget is empty.)
  7. To customize the app, click the Settings icon in the top right of the page. Here you can change the device’s pairing settings, adjust the KPIs and filters.
  8. To change the top dimensions per KPI, select Assistant Training and click Set Breakdowns. For example, change the dimension from Device Category to Campaign, so you can see a breakdown of your Page Views by campaign.
Troubleshooting Device Pairing
ISSUE POSSIBLE RESOLUTION
Enable – Alexa doesn’t confirm that the skill is enabled
  1. Make sure Alexa is on.
  2. Try enabling the Marketing Assistant by Marketing Cloud Intelligence skill through the Alexa Skills store. See Alexa Help for more information about enabling a skill.
Pairing – Alexa doesn’t ask for the passphrase
  1. Try again, maybe she misunderstood.
  2. Make sure Alexa is on.
  3. Make sure that you enabled the skill properly.
  4. Check the Alexa app to see what she hears you saying.
Passphrase – If you receive the error “unauthorized passphrase” Ask to pair again and then repeat the phrase.
Passphrase – Don’t know how to properly say the passphrase? Regenerate the passphrase and try again until you get one that you’re more comfortable saying.
Can’t get an answer
  1. Alexa didn’t recognize the skill that you’re trying to trigger. Make sure that you say “Ask Marketing Assistant” before asking your request.
  2. Alexa didn’t recognize which view you’re asking for.
  3. Make sure that you’re using the correct phrasing, using one of the following templates (or use the suggestions in the app)
    • {KPI VOICE NAME} overview during {Date Range}
    • {KPI VOICE NAME} analysis broken down by {KPI’s top dimension} during {Date Range}
    • Daily brief
  4. Make sure that you’re asking about KPIs and breakdowns that are available in this app instance.
  5. Use the Settings → Assistant Training screen to see which KPIs and breakdowns are available in the app instance.
  6. Make sure that you’re using the right voice name for the KPIs (measurements) and breakdowns (dimensions) that you’re referencing, as defined in the Assistant Training settings screen.
  7. For admins only: Make sure that filters aren’t applied to your view in the default filters settings screen that causes your query to return no results. Use the Settings → Content Permissions screen.