Pre-Flight Checklist
Use this checklist to verify your Console is ready:- You can log in to Auxia Console
- You see the Home dashboard with your company’s data
- Treatment Types are configured (check Configuration > UI Layout)
- Surfaces are set up (where treatments will appear)
- At least one Journey exists (or you have permission to create one)
- You understand your Goals (goals you’re tracking)
Step 1: Log In and Navigate
Accessing Auxia Console
- Open your browser and navigate to your Auxia Console URL
- Enter your email and password
- Complete any multi-factor authentication if required
- You’ll land on the Home dashboard
First Look at the Dashboard
When you first log in, you’ll see:Tip: If you manage multiple projects, use the dropdown in the top navigation to switch between them.
Step 2: Understand Your Navigation
The left sidebar is your primary navigation. Here’s what each section contains:Home
Your dashboard showing:- Goal KPIs (goal performance)
- Journey Performance (journey metrics)
- Treatment Performance (individual content metrics)
Treatments & Journeys
Where you manage content:- Treatment Portfolio: All your treatments (create, edit, view)
- Journey Portfolio: Your journeys
- QA & Testing: Test treatments before launch
Analytics
Deep performance analysis:- Goal Analytics: Goal-level metrics and trends
- Journey Analytics: Journey performance breakdown
Agent and AI Insights
Your AI-powered assistant:- Ask questions about your data
- Get recommendations for optimization
- Explore insights with interactive charts
Configuration
Setup and settings:- Data Management: Data fields, user attributes
- Experience Delivery: Destinations, integrations (Braze, etc.)
- Company: User types, value events
- UI Layout: Surfaces, treatment types
Admin
User management:- Users & Roles: Add/remove users, manage permissions
Step 3: Verify Configuration (Admin-Level)
These items should be set up by your admin. Verify they exist:Treatment Types
Treatment types define the format of your content (banner, modal, push notification, etc.). To check:- Go to Configuration > UI Layout
- Click on Treatment Types tab
- Verify at least one treatment type exists
Note: If no treatment types exist, contact your admin. You cannot create treatments without them.
Surfaces
Surfaces define where treatments appear in your app. To check:- Go to Configuration > UI Layout
- Click on Surfaces tab
- Verify surfaces are configured for your app screens
Goals
Goals are what you’re trying to achieve. To check:- Go to Configuration > Company
- Look for configured goals
- Note which goals are active
Step 4: Understand Your Permissions
Your role determines what you can do in Console. Common permissions include:Tip: If you can’t access a section, you may not have the required permission. Contact your admin for access.
Step 5: Familiarize Yourself with Key Screens
Before creating content, take a quick tour:Treatment Portfolio
Navigate to Treatments & Journeys > Treatment Portfolio You’ll see:- List of all treatments
- Status indicators (active, paused, draft)
- Quick actions (edit, preview, pause)
- Filters and search
Journey Portfolio
Navigate to Treatments & Journeys > Journey Portfolio You’ll see:- List of all journeys
- Journey types (Evergreen vs Burst)
- Associated treatments
- Performance summary
Home Dashboard
Return to Home to see:- High-level KPIs
- Trend charts
- Quick links to your most important data
Step 6: Set Your Preferences
Language
Auxia Console supports multiple languages. To change:- Click your project name in the top navigation of the left sidebar menu
- Click the language selector in the top navigation
- Select your preferred language
- The interface will update immediately
Common First-Time Issues
”I can’t see any data”
Possible causes:- You’re looking at a new project with no treatments yet
- Date range filter is set incorrectly
- Data takes time to populate (up to 24 hours for new setups)
”I can’t create a treatment”
Possible causes:- No treatment types are configured
- No surfaces are set up
- You don’t have edit permissions
”The page looks different than screenshots”
Possible causes:- Your company may have customized layouts
- Features may vary based on your subscription
- This guide may be newer/older than your Console version