> ## Documentation Index
> Fetch the complete documentation index at: https://docs.auxia.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/guides/quick-start/creating-first-treatment)
* [Setting Up Journeys](/guides/quick-start/creating-first-journey)
* [Understanding Analytics](/guides/quick-start/understanding-analytics)
* [Using Agent and AI Insights](/guides/quick-start/using-ai-insights)
* [Glossary](/guides/quick-start/appendices/glossary)

***

## Support Contact

For assistance beyond this guide:

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