Critical data assets
Decisioning Studio requires certain data assets to function, and benefits from additional optional data. This article describes what each asset is, why it matters, and what fields are required.
Close the AI decisioning loop
The three required event assets (activations, engagements, and conversions) together form the feedback loop that allows Decisioning Studio to learn and improve over time.
- Activations tell the model what it decided to do
- Engagements tell the model how customers responded to the message
- Conversions tell the model whether the ultimate business outcome was achieved
Each of these must be structured as an incremental event stream (not a snapshot). See Snapshots versus event streams for details.
If Decisioning Studio is natively integrated with your customer engagement platform (such as Braze or Salesforce Marketing Cloud), activation and engagement data may be collected automatically without additional configuration. Consult your setup documentation to confirm.
Required assets
Customer profile
Customer profile data describes who your customers are. Decisioning Studio uses this data to understand the current state of each customer and generate relevant recommendations.
Common profile attributes include:
- Years as a customer
- Geography (where permitted by your industry and privacy requirements)
- Acquisition channel (for example, web, phone, in-store)
- Satisfaction or sentiment score
- Model-derived scores (for example, churn propensity, lifetime value estimate)
- Loyalty tier or program membership
Activation and engagement data
Activation data records what Decisioning Studio actually sent: which recommendation was delivered to which customer through which channel. Engagement data records what the customer did in response: whether they opened, clicked, or otherwise interacted with the message.
For native Braze integrations, activation and engagement data may be available automatically through Braze Currents. For other configurations, this data must be provided explicitly.
This data is critical because it closes the loop between a recommendation and its outcome. Without it, the model cannot learn which decisions are working.
Conversions data
Conversion data describes what happened to the customer after a recommendation was made and a message was sent. This is the primary signal the model uses to evaluate whether a recommendation was successful.
| Requirement | Reason |
|---|---|
| Each record contains the customer identifier, consistent with all other assets | Decisioning Studio must be able to join conversions to the recommendations that preceded them. |
| Each record has a timestamp for when the conversion event occurred | Accurate timing is essential for attribution. The model needs to know which recommendation a conversion can be attributed to. |
| If using a non-binary success metric (for example, revenue rather than converted or not converted), the metric value must be included with each conversion record | Decisioning Studio uses the metric value to generate training experiences. Without the value, the model can only learn that a conversion happened, not how valuable it was. |
| If conversions can be directly attributed to a specific communication (for example, coupon redemption), include the fields needed to match the conversion to the activation record | Direct attribution gives the model the clearest learning signal. If direct attribution is not possible, Decisioning Studio uses proximity-based attribution as a fallback. |
Optional assets
More data generally leads to better model performance, but should be balanced against the implementation effort required. The following optional assets are commonly useful:
Customer behavior
- Account login history
- Device type and operating system
- Customer service interactions (for example, number of support calls, topics discussed)
- Product usage (for example, hours used per day, features accessed, content categories viewed)
Other transactions
- Products purchased by date, including product attributes
- Transaction amounts
- Transaction channels (for example, in-store versus online)
- Payment methods
Other marketing engagement
- Outbound communications sent outside of Decisioning Studio recommendations (for example, emails, SMS)
- Email engagement not triggered by Decisioning Studio (for example, opens, clicks)
- Survey responses (for example, NPS scores, engagement surveys)
- Web and mobile app activity (for example, pages browsed, products viewed)
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