Navigating the iCortex™ Ecosystem

Sumary: To optimize your mastery of the iCortex™ Ecosystem, consult the detailed documentation in the Learning Portal. There, you will find concise guides on functionality, available options, and implementation procedures for each module.

If this is your first time navigating the iCortex™ Ecosystem, we will provide an initial overview of the navigation structure available in the dashboard.

Below, we will take a visual tour of the main dashboard to establish the location of the operational tools:

Recommendations

This module presents the system’s algorithmic suggestions to maximize operational performance, indicating the level of optimization achieved (expressed as a percentage).

Dashboard

• Visualization of orchestration metrics and associated results.
• Report on the total volume of active Profiles in your domain.
• Revenue performance charts.
• Visualization of Profiles recovered through Revenue Recovery strategies.

Campaign Orchestration

From this module, you can execute mass orchestrations to disseminate news, events, opportunities, or critical information. A preview of the content is presented in the side panel. Additionally, the option to publish these communications as content on social media is offered.

Strategic Cycles

Access to advanced AI-powered automation capabilities. For a deep understanding of each subsection, consult the specific documentation.

The following components are configured here:

• Automated Engagement Flows.
• Brand Recall modules.
• Artificial Intelligence functionalities.
• Online Store integration.
• WhatsApp integration.
• Revenue Recovery (Revenue recovery for abandoned carts).

Architectures

This section allows for the design and storage of predefined content structures for future orchestrations.

Segments

Comprehensive management of Profile sets:

• Automatic Segments.
• Creation of custom Segments.
• Profile listing.
• Tagging protocols.

Settings

Access to initial parameters for the implementation and operation of the iCortex™ Ecosystem:

• General Settings.
• Email Orchestration.
• Profile Capture Interface.
• Capture Trigger.

Logs

All orchestrations executed by the system are stored in the Logs database for a period of 5 days. These logs include:

• Transactions.
• Mass orchestrations.
• AI events.
• Revenue Recovery events.

Need Help?

In case you require technical assistance regarding the operation of the iCortex™ Ecosystem, your Service Tiers, or any other query, you have two primary resources available:

• Learning Portal.
• Orchestration Support.

For each module of the iCortex™ Ecosystem, the Learning Portal offers technical documentation that details implementation, available options, and step-by-step procedures. This information is designed to facilitate the efficient mastery of each tool.