Quick Reference
This page provides at-a-glance reference cards for common tasks in Auxia Console.
Navigation Quick Reference
| To Access | Path |
|---|---|
| Home Dashboard | Home |
| All Treatments | Treatments & Journeys > Treatment Portfolio |
| All Journeys | Treatments & Journeys > Journey Portfolio |
| QA Testing | Treatments & Journeys > QA & Testing |
| Goal Analytics | Analytics > Goal Analytics |
| Journey Analytics | Analytics > Journey Analytics |
| Agent and AI Insights | Agent and AI Insights |
| Data Fields | Configuration > Data Management |
| Destinations | Configuration > Experience Delivery |
| Surfaces | Configuration > UI Layout |
| Treatment Types | Configuration > UI Layout |
| Users & Roles | Admin > Users & Roles |
Common Tasks Cheat Sheet
Creating a Treatment
1. Go to: Treatments & Journeys > Treatment Portfolio
2. Click: + Create Treatment
3. Step 1: Select journey (Evergreen or Burst)
4. Step 2: Fill in name, type, surfaces
5. Step 3: Add content
6. Step 4: Review and create
Creating a Journey
1. Go to: Treatments & Journeys > Journey Portfolio
2. Click: + Create Journey
3. Choose: Evergreen (ongoing) or Burst (time-limited)
4. Fill in: Name, description, goal
5. For Burst: Set start/end dates
6. Click: Create Journey
Checking Performance
Quick Check:
→ Home dashboard (KPIs at a glance)
Detailed Analysis:
→ Analytics > Goal Analytics (goals)
→ Analytics > Journey Analytics
Ask AI:
→ Agent and AI Insights > "How did we perform this week?"
Testing a Treatment
1. Go to: Treatments & Journeys > QA & Testing
2. Add yourself as QA user
3. Configure test attributes
4. Trigger treatment in your app
5. Verify appearance and behavior
Treatment Status Reference
| Status | Meaning | Visible to Users? |
|---|---|---|
| Draft | Created but not activated | No |
| Active | Live and delivering | Yes |
| Paused | Temporarily stopped | No |
| Archived | No longer in use | No |
Journey Status Reference
| Status | Meaning |
|---|---|
| Draft | Not yet activated |
| Active | Running and delivering |
| Paused | Temporarily stopped |
| Scheduled | Burst journey waiting for start date |
| Completed | Burst journey that has ended |
Key Metrics Glossary
| Metric | Formula | Good When |
|---|---|---|
| CTR | Clicks ÷ Impressions | Higher is better |
| Conversion Rate | Conversions ÷ Users | Higher is better |
| Uplift | (Treatment - Control) ÷ Control | Positive percentage |
| Reach | Unique users who saw treatment | Depends on goals |
Date Filter Options
| Option | Use When |
|---|---|
| Today | Checking current day |
| Last 7 Days | Weekly review |
| Last 30 Days | Monthly analysis |
| Last 90 Days | Quarterly review |
| Custom Range | Specific journeys or periods |
Treatment Creation Fields
Step 1: Journey Selection
| Field | Required | Notes |
|---|---|---|
| Journey Type | Yes | Evergreen or Burst |
| Journey | Yes | Select existing or create new |
Step 2: Basic Information
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Be descriptive |
| Description | Recommended | Explain purpose |
| Target Action | Yes | What should users do |
| Treatment Type | Yes | Format/template |
| Surfaces | Yes | Where it appears |
Step 3: Content
| Field | Required | Notes |
|---|---|---|
| Language | Yes | Content language |
| Content Fields | Varies | Depends on treatment type |
Useful Agent and AI Insights Questions
Daily Check
"What happened yesterday?"
"Any anomalies in the past 24 hours?"
"Which treatments performed best today?"
Weekly Review
"How did we perform this week vs last week?"
"What were our top 3 treatments?"
"Which journeys need attention?"
Troubleshooting
"Why did [metric] drop on [date]?"
"Which treatments are underperforming?"
"What changed since [date]?"
Optimization
"Which treatments should I pause?"
"Where are our biggest opportunities?"
"What's working best for new users?"
Keyboard Shortcuts
Note: Availability may vary by browser and Console version
| Action | Shortcut |
|---|---|
| Search | / or Ctrl/Cmd + K |
| Save | Ctrl/Cmd + S |
| Cancel/Close | Esc |
| Navigate back | Backspace or Back button |
Getting Help
| Need | Where to Go |
|---|---|
| Contextual help | Click info icons in Console |
| Ask about data | Agent and AI Insights |
| Technical support | Contact your Auxia representative |
| Feature requests | Talk to your account team |
Common Troubleshooting
Treatment not showing to users
- Check treatment status is Active
- Check journey status is Active
- Verify guardrails aren't too restrictive
- Confirm surfaces are correctly configured
- Test with QA user first
Data looks incorrect
- Check date range filter
- Verify you're looking at the right journey/treatment
- Wait for data lag (up to 24 hours)
- Ask Agent and AI Insights for clarification
Can't create/edit something
- Check your permissions with admin
- Ensure required fields are filled
- Look for validation error messages (red text)
Performance dropped suddenly
- Check for recent changes to treatments
- Look for external factors (seasonality, competition)
- Verify technical delivery is working
- Ask Agent and AI Insights: "Why did performance drop on [date]?"
Quick Links
- Creating First Treatment
- Setting Up Journeys
- Understanding Analytics
- Using Agent and AI Insights
- Glossary
Support Contact
For assistance beyond this guide:
- Your Auxia representative: [Contact your Auxia representative]
- Support Email: [support@auxia.io] (check with your admin for actual contact)
- Documentation: [docs.auxia.io]