Optional: PW26 Use Case - Upload a marketing brief to add an Action to the Blueprint
2 Tasks
10 mins
Scenario
As a marketer, I want to upload a marketing brief to the Customer Engagement Blueprint so that the Blueprint Agent can analyze the document, extract key campaign details, and suggest a new Action, enabling me to quickly and accurately translate a business brief into an engagement strategy.
Description: With the Customer Engagement Blueprint already configured with personas, channels, and engagement policies, the next step is to enrich the strategy with new Actions derived from existing campaign materials. U+ Bank's marketing team has a credit card campaign brief ready. Rather than manually defining a new Action from scratch, the marketer uploads the brief directly, within the Blueprint Agent, using the Analyze content feature. The Blueprint Agent processes the document and surfaces a suggested Business Issue, Group, and Action aligned to the campaign's intent. The marketer reviews these suggestions and confirms or refines them before the Action is added to the blueprint structure.
Detailed Tasks
1 Other details
The Blueprint tool supports a range of upload formats, including PDF, DOCX, CSV, PNG, and JPG. Once the document is submitted, the Blueprint Agent uses AI to analyze its content and map the extracted information to Blueprint constructs. Specifically, Business Issue, Group, and Action. Analysis typically completes in 30–60 seconds, depending on document length and complexity. Throughout the upload and review process, the Blueprint Agent provides contextual guidance, while the marketer retains full control and can review, edit, or reject any AI-generated suggestion before confirming it.
2 Acceptance criteria
- You download the marketing brief: CreditCard_brief.pdf.
- Ensure that you have the Blueprint Agent chat open.
- You upload the U+ Bank credit card campaign brief in PDF format.
- You submit the document for AI analysis and wait for the Blueprint Agent to complete processing.
- You review the AI-generated suggestions for Business Issue, Group, and Action based on the extracted brief content.
- You ask the Blueprint Agent: "What types of information can you extract from document?"
- You confirm that new channels are added to the set-up stage, and a new experience is added for the Credit Cards product.
Available in the following mission:
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