Quick Reference

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Navigation Quick Reference

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Common Tasks Cheat Sheet

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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

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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

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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?"

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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

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Treatment Status Reference

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Journey Status Reference

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Key Metrics Glossary

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Date Filter Options

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Treatment Creation Fields

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Step 1: Journey Selection

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Step 2: Basic Information

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Step 3: Content

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Useful Agent and AI Insights Questions

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Daily Check

"What happened yesterday?"
"Any anomalies in the past 24 hours?"
"Which treatments performed best today?"

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Weekly Review

"How did we perform this week vs last week?"
"What were our top 3 treatments?"
"Which journeys need attention?"

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Troubleshooting

"Why did [metric] drop on [date]?"
"Which treatments are underperforming?"
"What changed since [date]?"

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Optimization

"Which treatments should I pause?"
"Where are our biggest opportunities?"
"What's working best for new users?"

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Keyboard Shortcuts

Note: Availability may vary by browser and Console version

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Getting Help

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Common Troubleshooting

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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

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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

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Can’t create/edit something

• Check your permissions with admin
• Ensure required fields are filled
• Look for validation error messages (red text)

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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]?”

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Quick Links

• Creating First Treatment
• Setting Up Journeys
• Understanding Analytics
• Using Agent and AI Insights
• Glossary

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Support Contact

• Your Auxia representative: [Contact your Auxia representative]
• Support Email: [support@auxia.io] (check with your admin for actual contact)
• Documentation: [docs.auxia.io]