Section 1: Introduction
Welcome to the comprehensive user guide for Auxia Console. This manual provides detailed documentation of every feature, workflow, and configuration option available in the Console.
About This Guide
This comprehensive manual is designed for:
- Marketers who want deep understanding of all Console features
- Power users who need reference documentation
- New team members learning the full system
- Admins configuring Console for their organization
Estimated reading time: 2-3 hours (full read) or use as reference
1.1 About Auxia
What is Auxia?
Auxia is an agentic marketing platform that enables personalized customer experiences at scale. Using AI and machine learning, Auxia helps businesses deliver:
- The right message - Content tailored to each user
- To the right person - Based on user attributes and behavior
- At the right time - When users are most receptive
- In the right place - On the optimal channel and surface
Key Capabilities
| Capability | Description |
|---|---|
| Treatment Orchestration | Create, manage, and deliver personalized messages |
| Journey Management | Coordinate treatments into cohesive journeys |
| Real-time Personalization | Deliver experiences based on live user context |
| AI-Powered Optimization | Automatically improve performance using ML |
| Multi-Channel Delivery | Reach users via push, in-app, email, and more |
| Advanced Analytics | Measure impact with uplift analysis |
How Auxia Works
User Activity
↓
[Auxia Platform]
├── Receives user context (attributes, behavior, location)
├── Evaluates guardrails
├── Selects optimal treatment using ML
└── Delivers personalized experience
↓
User Sees Treatment
↓
Action Tracked → Analytics Updated
1.2 Auxia Console Overview
What is Auxia Console?
Auxia Console is the web-based administration interface for the Auxia platform. It's where marketers and admins:
- Create and manage treatments (personalized content)
- Organize treatments into journeys
- Analyze performance and measure business impact
- Configure delivery channels and targeting rules
- Manage users and permissions
1.3 System Requirements
Browser Support
Auxia Console is optimized for modern web browsers:
| Browser | Minimum Version | Recommended |
|---|---|---|
| Google Chrome | 90+ | Latest |
| Mozilla Firefox | 88+ | Latest |
| Microsoft Edge | 90+ | Latest |
| Safari | 14+ | Latest |
Screen Resolution
| Resolution | Experience |
|---|---|
| 1920x1080 | Optimal |
| 1366x768 | Good |
| 1280x720 | Minimum recommended |
| Below 1280 | May require scrolling |
Network Requirements
- Stable internet connection
- HTTPS access to Console URL
- No specific bandwidth requirements (standard web application)
Accessibility
Auxia Console supports:
- Keyboard navigation
- Screen reader compatibility
- Configurable color themes
1.4 Core Concepts & Terminology
Understanding these concepts is essential for using Auxia Console effectively.
Treatment
A treatment is a single piece of personalized content delivered to a user.
Examples:
- Push notification with personalized offer
- In-app banner with product recommendation
- Email with tailored content
- Modal with special promotion
Key attributes:
- Belongs to a journey
- Has a treatment type (format)
- Appears on specific surfaces
- Contains customizable content
- Can have guardrails
Journey
A journey is a coordinated set of treatments working toward a common goal.
Types:
| Type | Duration | Use Case |
|---|---|---|
| Evergreen | Ongoing (no end date) | Always-on engagement |
| Burst | Time-limited | Promotions, limited-time offers |
Goal
A goal is a measurable business outcome you want to achieve.
Examples:
- Increase purchases
- Boost app engagement
- Reduce churn
- Drive sign-ups
Surface
A surface is a location in your application where treatments can appear.
Examples:
- Home screen
- Product detail page
- Checkout page
- Search results
- Push notification tray
Treatment Type
A treatment type defines the format and structure of a treatment.
Examples:
- Banner (horizontal strip)
- Modal (overlay popup)
- In-app message (notification style)
- Push notification
Guardrail
An guardrail defines conditions that determine which users can receive a treatment.
Example rules:
- User signed up in the last 7 days
- User is in the "Premium" tier
- User has items in cart
- User is located in specific region
Data Field
A data field is a variable containing user or contextual information used for personalization and targeting.
Types:
- User attributes: Demographics, preferences, status
- Behavioral signals: Actions, history, patterns
- Contextual data: Time, location, device
Destination
A destination is a delivery channel configuration (e.g., Braze for multi-channel delivery, Salesforce Marketing Cloud for email).
1.5 User Roles & Permissions
Auxia Console uses role-based access control. Common roles include:
Standard Roles
| Role | Capabilities |
|---|---|
| Viewer | View treatments, journeys, analytics |
| Editor | Create and edit treatments and journeys |
| Analyst | Full analytics access, Agent and AI Insights |
| Admin | All capabilities plus user management |
Note: Your available features depend on your assigned permissions. Contact your admin for access changes.
1.6 Navigation Overview
Top Navigation
| Element | Function |
|---|---|
| Project Selector | Switch between projects |
| Language Selector | Change interface language |
| User Menu | Profile, settings, logout |
Left Sidebar
The sidebar provides access to all Console sections:
├── Home
├── Treatments & Journeys
│ ├── Treatment Portfolio
│ ├── Journey Portfolio
│ └── QA & Testing
├── Analytics
│ ├── Goal Analytics
│ └── Journey Analytics
├── Agent and AI Insights
├── Configuration
│ ├── Data Management
│ ├── Experience Delivery
│ ├── Company
│ └── UI Layout
├── Admin
│ └── Users & Roles
└── Migration Assistant
├── Onboarding
└── Treatment Migration
1.7 Getting Help
In-Console Help
- Info Icons: Click for contextual tooltips
- Agent and AI Insights: Ask questions about your data
- Onboarding Center: Guided tours and videos (if enabled)
External Resources
- Auxia representative Manager: Your primary Auxia contact
- Support: Contact via your Auxia representative
- Documentation: docs.auxia.io (technical documentation)
Next Sections
Continue to the next sections for detailed coverage of each feature area: