# Welcome to Questera **Your First Agentic Customer Engagement Platform, Insanely Usable, Super Intelligent & Hyper Fast.**
Questera is **First Agentic Customer Engagement Platform** for modern marketers and product teams. Whether you're crafting onboarding journeys, sending lifecycle campaigns, or launching re-engagement nudges — **everything can be done in Questera with speed, intelligence, and precision**. *** In today’s fast-moving digital world, consumers interact with brands across multiple channels — email, SMS, WhatsApp, mobile apps, ads, and more. Questera’s AI-powered Campaigns platform is built to help you deliver personalized, timely, and consistent messaging across all these touchpoints — from one unified interface. Customers expect more than just a one-size-fits-all marketing approach. They interact with brands through a variety of touchpoints: email, SMS, WhatsApp, mobile apps, websites, ads, and more often switching between these channels throughout their journey. Omnichannel marketing isn't just about being present on multiple platforms — it’s about delivering the right message, on the right channel, at the right moment. To meet this expectation, businesses must deliver consistent, contextual, and deeply personalized messaging across all these platforms, at the right time and with the right tone. This is where Questera steps in, offering a powerful, unified platform that empowers teams to manage, automate, and optimize customer communications across all key channels effortlessly. Questera is a comprehensive Intelligent Customer Engagement platform that empowers businesses to automate, personalize, and optimize every stage of the customer journey. With **over 100+ plug-and-play components** — from smart segmentation and dynamic content blocks to automated triggers and real-time analytics — Questera offers unmatched flexibility to build sophisticated workflows without writing code. And the best part? **Your AI agents use these components to launch entire campaigns on your behalf**, so you can scale effortlessly without growing your team. Unlike traditional bulk messaging tools, Questera's Campaigns module acts as a centralized intelligence layer that understands user behavior, segments audiences in real-time based on lifecycle stages and preferences, and delivers timely, relevant content — all without manual effort. With a single, unified dashboard, marketers can build and manage entire customer journeys across multiple channels, reducing operational complexity while dramatically improving outcomes. At the core of Questera are our **purpose-built AI Agents** — intelligent assistants that automate, personalize, and optimize every step of your customer communication. These agents aren’t just pre-built templates — they’re fully trainable and customizable. You can **create your own AI agents**, tailored to your brand’s tone, goals, and audience segments. Whether you need an agent to manage onboarding emails, schedule WhatsApp campaigns, or analyze engagement — Questera gives you the tools to build it in minutes. Questera’s core differentiated approach is its **real-time, multi-agentic orchestration**—autonomously coordinating multiple AI agents that continuously observe user behavior, predict intent signals, and execute hyper-personalized experiences without human intervention. Unlike static, rules-based systems, Questera uses goal-oriented reinforcement learning and contextual embedding-driven models, dynamically responding to user contexts and feedback, adapting continuously to optimize engagement and revenue. We’re not just another marketing tool. **Questera is redefining how growth is done — and we’re leading the way.** # How Does Questera Work
Questera’s Agentic Engine: Under the Hood Questera’s Agentic Engine orchestrates sophisticated, personalized customer interactions at scale by combining cutting-edge AI technologies into a fully automated, self-improving system. ### What You Can Do with Questera * **Create & Launch AI Agents:** Build agents for lifecycle email, onboarding, retention, or re-engagement in minutes — just by chatting. * **Run Omnichannel Campaigns:** Send coordinated messages across email, SMS, WhatsApp, push, in-app, ads, and more. * **Automate Workflows:** Use no-code journeys and powerful triggers to drive real-time personalized actions. * **Measure & Optimize:** Track key metrics, run A/B tests, and let the AI continuously improve your campaign outcomes. The system operates through five deeply integrated modules:
## **1. Perception - Real-Time Observation Layer** Continuously monitors and ingests user interactions, contextual data, and engagement events from multiple sources (e.g., in-app behaviors, email clicks, transactions, session duration). **Real-time Data Ingestion:** Captures behavioral events (clicks, views, purchases, abandonment) directly from sources such as Segment, Snowflake, CDPs, or streaming APIs. Remembers past states and transitions, allowing agents to recognize patterns and respond with increasingly relevant actions. **Contextual Memory & Signal Processing:** Maintains dynamic user profiles with session states, recent activities, historical patterns, and significant behavioral events. Continuously stores and maintains historical user interactions and behaviors, such as clicks, conversions, and engagement. **Embedding Generation:** Converts complex user interactions into numerical representations (embeddings) that can be effectively used for downstream analysis. Maintains an updated timeline of user actions in vectorized embeddings, making past interactions easily retrievable and actionable. * Capturing Real-time Context: Embedding tables store dense vector representations of real-time user interactions—such as clicks, page views, product engagements, email opens, and transactional events. * Session & Behavior Modeling: Events are embedded into vectors representing contextual similarity, making it easier for downstream models to reason about user behavior at scale. * Event Sequences & Historical Context: Historical interaction patterns (past purchases, churn signals) are maintained within embedding tables to rapidly retrieve past behaviors similar to current scenarios. ## **2. Intent Detection - Predictive User Understanding** Analyzes and interprets real-time and historical user behavior to accurately predict a user’s current intent, goal, or lifecycle stage (activation, engagement, risk of churn). How it Works: **Embedding Analysis:** Uses neural networks trained on historical user journeys to classify user intent (e.g., purchase intent, churn risk). **Real-time Goal Classification:** Classifies each user interaction into specific goals, like onboarding completion, upsell readiness, or reactivation need. **Dynamic State Machine:** Updates a user's state dynamically, adjusting as the user progresses through different funnel stages or behavioral states. ## **3. Planning - Strategy Decision Engine** Determines the optimal personalized strategy for user engagement by choosing the next best actions (messages, content, offers, timing) to achieve specific goals. How it Works: Autonomous decision-making agents leverage contextual memory and real-time data to optimize their choices of next-best-actions (message content, offer selection, timing). Personalizes messages by employing retrieval-augmented generation (RAG) and generative AI to utilize both historical context (user preferences, previous interactions) and real-time context (current behaviors, active signals). Embeddings provide contextual inputs (user profiles, historical behaviors, intent embeddings) for reinforcement learning and contextual bandit models. These embeddings allow agents to rapidly decide on optimal strategies based on context similarity and historical success. Reinforcement Learning (RL): Trains RL models on historical data to learn optimal decision policies by predicting and maximizing long-term goals (e.g., Lifetime Value, retention rates, activation success). Contextual Multi-Armed Bandits: Continuously evaluates user responses in real-time, dynamically selecting the most effective actions based on immediate context. Policy Engine: Manages decision logic through a combination of business rules, learned policies, and predictive models.
## **4. Action - Real-Time Orchestration Layer** Executes the optimal actions decided by the planning layer across multiple marketing channels—such as email, SMS, push notifications, or in-app messages—in a seamless, automated manner. How it Works: **Unified Campaign Deployment:** Automatically generates personalized messaging variations using Retrieval-Augmented Generation (RAG) and fine-tuned GPT models. **Channel Selection & Personalization:** Dynamically selects optimal messaging channels based on user preference, historical engagement, and real-time responses. **Automated Execution:** Integrates with existing marketing platforms (e.g., Braze, Twilio, SendGrid) to deploy messages instantly without manual intervention. **Adaptive Response:** Quickly adjusts campaigns based on immediate user feedback—escalating actions when users engage, backing off when users become unresponsive. ## **5. Feedback & Continuous Learning - Self-Optimizing Loop** Continuously evaluates performance and incorporates real-time results into the agent’s learning loop to systematically improve future decisions. How it Works: **Outcome Tracking:** Captures detailed performance metrics (open rates, clicks, conversions, churn, revenue impact). **Reward Functions:** Assigns numeric weights to successful and unsuccessful outcomes (e.g., positive conversions rewarded, negative experiences penalized). **Continuous Retraining:** Regularly re-trains the RL policy and intent models using the latest engagement data (offline reinforcement learning, incremental training). **Adaptive Memory:** Updates contextual embeddings and agent memories based on real-time user interactions, ensuring continuously improving performance. ### **How Questera's Multi-Agentic Engine Works** Questera’s personalization engine employs a sophisticated multi-agent approach, structured around dedicated AI agents, each assigned specific customer-engagement goals such as onboarding, retention, upsell, or reactivation. 1\. Specialized Goal-Based Agents * Each agent specializes in achieving one critical marketing objective (e.g., onboarding, retention, upsell). * They operate independently, continuously observing shared user data, user journeys, and campaign states in real-time. 2\. Shared Memory & Collaborative Decisioning * Agents access and act upon a shared context and memory store: * Real-time user behavior streams * Historical interactions (opens, clicks, conversions) * User lifecycle stage and intent data * This common state allows agents to make informed, locally optimized decisions instantly. 3\. Dynamic Coordination (Scheduler Agent) * A dedicated Scheduler Agent arbitrates decision-making when conflicts or resource constraints arise (e.g., only one email or push notification can be sent today). * It prioritizes actions based on agent priority, user context, urgency, and potential impact—resolving contention swiftly. 4\. Critic Agent: Monitoring & Optimization A Critic Agent continuously evaluates the performance of the user journeys and agent decisions: * Assesses effectiveness, identifies gaps, and detects patterns in successful or unsuccessful journeys. * Suggests improvements to other agents (e.g., “Switch channels,” “Adjust messaging tone”). 5\. Planner Agent: Long-Term Journey Strategy * A Planner Agent oversees strategic long-term goals for user journeys (e.g., defining a complete 14-day onboarding pathway). * It ensures consistent user experiences aligned with broader business outcomes, guiding other agents with overarching strategic direction. 6\. Reflective Learning & Continuous Improvement Questera employs a reflection-based learning pattern: * Regularly analyzes past outcomes (“Why did the last five retention attempts fail?”). * Adjusts tactics, channels, and messaging based on learnings. * Continuously refines strategies, enabling agents to learn and improve over time. #### **How Multi-Agent Orchestration Fits Across Layers:** **Cross-Layer Coordination:** Questera’s agentic orchestration spans horizontally across all four layers. Agents communicate through shared memory/context embeddings and decision logic: * **Observation agents** at perception layer share embeddings and context with intent layer agents. * **Intent detection agents** inform decision-making agents of inferred goals and signals. * **Planning and scheduler agents** coordinate actions to ensure coherent and prioritized experiences. * **Execution agents** deploy strategies and feed outcomes back up to adjust future agentic decisions. **Inter-Agent Collaboration & Competition:** Each agent focuses on specific outcomes (onboarding, retention, upsell), collaboratively working from a unified user profile and context memory. They simultaneously negotiate and resolve conflicts using the scheduler and critic agents—ensuring cohesive, prioritized user engagement.
# Key Features & Benefits | **Platform** | Multiple disconnected tools for email, analytics, CRM, segmentation, etc. | All-in-one unified growth infrastructure — one platform for everything. | | ------------------------------ | ------------------------------------------------------------------------- | ------------------------------------------------------------------------------ | | **AI Capabilities** | Limited or no AI; manual setup and updates required. | Specialized AI Agents (ELMA, GRETA, OMNIA, GIA, SEGA, etc.) working 24/7. | | **Speed of Implementation** | Weeks to months of setup and integration time. | 100+ pre-built components enable setup and launch within days. | | **Data Integration** | Fragmented customer data spread across systems. | Unified customer data platform for real-time insights and action. | | **Segmentation** | Manual audience segmentation based on static fields. | Intelligent, real-time segmentation using behavior, intent, and predictive AI. | | **Personalization** | Basic templates with minimal customization. | Hyper-personalized experiences across email, web, SMS, app, and ads. | | **Journey Orchestration** | Complex, siloed workflows, often needing engineers. | Visual, no-code omnichannel journey builder (powered by OMNIA). | | **Analytics and Reporting** | Historical reporting, reactive analysis after campaigns end. | Predictive analytics, real-time dashboards, proactive insights (via GIA). | | **Growth Experimentation** | Separate A/B testing tools, slow iteration cycles. | Built-in experimentation engine, continuous growth tests. | | **Product-Led Growth Support** | Requires custom engineering and separate tracking tools. | Native support for PLG motion: onboarding nudges, feature adoption monitoring. | | **Scalability** | Performance issues as user base grows; costly upgrades. | Enterprise-grade scalability from early startups to millions of users. | | **Team Autonomy** | Heavy engineering dependency to launch campaigns or changes. | Marketers, growth teams, and PMs can launch without technical support. | | **Cost Efficiency** | Paying for multiple tools; hidden integration and maintenance costs. | Single, transparent platform — lower total cost of ownership. | | **Time to Value** | Longer ramp-up and slower return on investment. | Faster deployment, immediate impact on activation, retention, and revenue. | | **Adaptability** | Static systems; hard to evolve with changing user behavior. | Self-learning AI agents that continuously optimize strategies. | Questera’s platform introduces several key technical advantages over legacy rules-based marketing automation: **Autonomous Behavior:** Questera’s agents operate with agency. They don’t need step-by-step human instructions for every scenario – once given a goal, they independently figure out the how. This contrasts with rule-based systems that only do exactly what they were explicitly told, making Questera far more adaptable to changing data and contexts. **Adaptive Workflows**: The journey each customer takes isn’t pre-programmed; it adapts in real time. The orchestration engine dynamically adjusts which agent engages a user next, based on live feedback, rather than following a fixed funnel. This leads to truly personalized timing and sequencing of touches. **Continuous Learning:** Questera’s AI agents improve with each interaction. They leverage machine learning to update their strategies, something static rules can never do. Over time, the system often yields increasing returns (e.g., higher conversion rates) as it learns from successes and failures. **Multi-Agent Collaboration**: Questera uses a team of specialized agents that can hand off tasks and coordinate, as opposed to one monolithic engine or disjointed single-purpose tools. This multi-agent architecture means complex goals (like improving lifetime value) can be tackled by breaking the problem into pieces handled by different experts (one agent optimizes cross-sell, another optimizes retention, etc.), all orchestrated for the common objective. **Modular & Extensible:** Abilities are modular services, so the platform is extensible and integrates with a wide range of marketing channels and data sources. Adding a new channel (say a new social network ad integration) is as simple as plugging in a new ability – the agents can immediately start using it without overhaul. **Hands-Free Execution:** Marketers move into a supervisory role – setting goals and reviewing outcomes – rather than tinkering with campaign logic day-to-day. Questera’s agents execute campaigns hands-free, 24/7 (truly “working 24x7” as digital team members ([Questera - Agentic Customer Engagement Platform](https://www.questera.ai/#:~:text=Work%20with%20the%20team%20of,members%20who%20are%20working%2024x7))). This greatly accelerates execution speed (launching campaigns in minutes instead of weeks) and reduces operational overhead. By combining these elements, Questera delivers an agentic marketing platform that drives individualized customer journeys at scale. Through Step 1’s data ingestion, Step 2’s intelligent agent setup, Step 3’s real-time orchestration, and Step 4’s learning loop, the system ensures that every customer interaction is optimized and that the strategy continually self-improves. This approach empowers growth and lifecycle marketing teams to achieve far better personalization and efficiency than was previously possible with traditional rule-based tools – a compelling value proposition from both a technical and investor perspective. # Campaigns #### 1. **Overview** The "Campaigns" feature within Questera AI is designed to empower marketers to create, manage, and optimize highly personalized marketing campaigns across multiple channels. Leveraging AI-driven insights, this feature allows for the seamless orchestration of campaigns that are dynamically tailored to individual customer segments, improving engagement, conversion rates, and overall customer satisfaction. The Questera AI Campaigns feature integrates with existing data sources to provide real-time personalization and allows for A/B testing, performance tracking, and continuous optimization. #### 2. **Objective** To provide a robust, user-friendly platform that enables marketers to easily design, deploy, and optimize marketing campaigns that are personalized for each customer segment. The goal is to maximize campaign effectiveness by using AI to predict customer behavior, personalize content, and automate delivery across various channels, leading to better business outcomes such as higher conversion rates, increased customer engagement, and improved ROI. #### 3. **Key Features** **3.1 Campaign Builder** * **Description:** An intuitive interface for designing and launching multi-channel marketing campaigns. * **Functionality:** * Drag-and-drop editor to create campaign workflows, including emails, SMS, push notifications, and social media ads. * Pre-built templates for common campaign types (e.g., welcome campaigns, re-engagement, upsell). * Integration with AI models to suggest optimal campaign structures and content based on customer data. **3.2 AI-Powered Personalization** * **Description:** AI-driven capabilities that personalize campaign content and timing for individual users. * **Functionality:** * AI models analyze user data to personalize messaging, offers, and delivery timing. * Dynamic content generation that adapts based on user behavior and preferences in real-time. * Personalization across multiple channels, ensuring consistency in messaging and branding. **3.3 Multi-Channel Orchestration** * **Description:** Coordinate and manage campaigns across various channels from a single platform. * **Functionality:** * Schedule and automate campaign delivery across email, SMS, push notifications, in-app messaging, web, and social media. * Cross-channel consistency, ensuring that users receive a cohesive and personalized experience regardless of the touchpoint. * Track user interactions across channels to maintain a unified customer journey. **3.4 A/B Testing and Optimization** * **Description:** Tools to test, analyze, and optimize different campaign elements to improve performance. * **Functionality:** * A/B and multivariate testing capabilities to compare different versions of campaign content, timing, and channels. * Real-time analytics to monitor key performance metrics such as open rates, click-through rates, conversion rates, and ROI. * AI-driven insights and recommendations for optimizing campaign performance based on test results. **3.5 Campaign Analytics and Reporting** * **Description:** Comprehensive analytics dashboard to track the performance of campaigns and provide actionable insights. * **Functionality:** * Monitor KPIs such as engagement rates, conversion rates, customer lifetime value (CLV), and campaign ROI. * Customizable dashboards to view data in real-time, filter by segment, and export reports. * AI-powered insights that highlight trends, anomalies, and opportunities for campaign improvement. # Types of Campaigns # UI Campaigns
**Use Cases:**\ Homepage banners, popups, exit-intent modals, announcement bars, embedded nudges, in-product surveys. **Overview:** UI campaigns allow you to deliver highly targeted messages directly within your website or product interface where users are most engaged. With Questera’s AI-powered UI Campaign agent, you can design and deploy contextual nudges that feel native to your brand experience. Whether you're announcing a new feature, offering a discount based on behavior, or encouraging trial conversion, the agent helps create and personalize the campaign layout, text, timing, and audience segments. The AI optimizes message frequency to avoid overwhelming users while testing different UI variants (banner, modal, slide-in, etc.) to learn what drives the most interaction. Best of all, you don’t need to involve your design or development team every time — the agent lets you launch polished, responsive UI elements in just a few clicks. #### How to Create a UI Campaign in Questera 1. **Go to the Campaigns Section**\ From the Questera Dashboard, navigate to the left-hand Navigation Bar and click on “Campaigns.”\ \ \
2. **Select UI Campaigns**\ In the Campaigns section, click on “UI Campaigns.”\ \
3. **Click “Create Now”**\ You’ll see a “Create Now”on the top-right corner , Click on it to begin the process of creating a new UI campaign.\ \ \
4. **Choose a Campaign Type**\ A list of available UI campaign templates and use cases will appear. Browse the options and select the campaign that best fits your objective.\ \ \
5. **Enter Basic Campaign Details**\ Fill in the basic information for your campaign — like campaign name, description, etc. — then click on “Let’s Get Creative.”\ \
6. **Customize the Campaign Theme**\ A new page will open where you can customize the theme, layout, and appearance of the UI campaign to match your brand’s look and feel.
7. **Define Your Target Audience**\ Use Questera’s targeting tools to specify which users should see this campaign based on behavior, segment, or other conditions.
8. **Check the Code (Optional)**\ If needed, you can also view and modify the underlying code or structure of the campaign for advanced customizations.\ \ \
9. **Preview the Campaign**\ Before publishing, click on **“Preview”** to see exactly how your campaign will appear to end users.\
10. **Publish the Campaign**\ Once you’re happy with the setup, click **“Publish”.** The campaign will go live for the targeted users you selected.\
11. **Monitor Live Campaigns**\ Head back to the Campaigns tab to **view the status of your live campaign** and track its performance.\



# Email Campaigns
**Use Cases:** \ Drip campaigns, onboarding flows, transactional emails, newsletters, win-back campaigns.\ \ **Overview:**\ Questera’s Email campaign helps you craft, schedule, and optimize emails with ease. Whether you’re nurturing new leads or sending important updates, Questera adapts the tone and content to suit your goal and audience, Email remains a cornerstone of digital marketing. Questera's AI enhances email campaigns by personalizing content, optimizing send times, and analyzing engagement metrics to refine strategies. ### How to Create an Email Campaign in Questera 1. **Navigate to Campaigns**\ From the Questera Dashboard Navigation Bar click on “Campaigns.”
2. **Select Email Campaigns**\ Under the Campaigns section, click on **“Email Campaigns.”**\ You’ll now see two options: * **Create with AI** * **Create Manually**
You’ll also find **recommended templates** to help you get started quickly.
3. **View Running Campaigns**\ Scroll to the bottom of the page to see all your **currently active and scheduled email** campaigns.
4. **Click on “Create Campaign”**\ To start a new email campaign, click the **“Create Campaign”** button.
5. **Choose a Type of email**\ Select the template layout for your email and click on **“Start Creating.”**\ \
6. **Fill Out Campaign Details**\ On the next screen, enter all relevant campaign information like Campaign Title,Email Name,Email Subject Line,Media (upload images or files if needed)
7. **Define the Audience Segment**\ Choose the audience segment you want to send the email to, based on filters like behavior, location, or engagement.
8. **Set Schedule**\ Schedule your email by selecting: * Start Date * End Date * Send Interval
9. **Preview Your Campaign**\ Click **“Preview”** to see how your email will look before sending it.
10. **Publish Your Campaign**\ Once satisfied, click **“Publish.”**\ Your email campaign is now live and will be delivered to your selected audience as scheduled. # SMS Campaigns
**Use Cases:**\ Time-sensitive alerts, flash sales, OTPs, appointment reminders, abandoned cart nudges.\ \ **Overview:**\ SMS remains one of the most immediate and direct ways to reach users. Questera’s AI-powered SMS campaign agent ensures that messages are concise, clear, and effective. Whether you're announcing a last-minute deal or reminding a customer about an upcoming appointment, the agent can write and time each message for maximum impact. AI also tracks delivery and response rates to continuously improve performance over time.\
# Push Notifications Campaigns
**Use Cases:**\ Re-engagement prompts, feature releases, personalized offers, mobile retention campaigns.\ \ **Overview:**\ Push notifications are a powerful tool for driving engagement, especially on mobile. With Questera’s AI agent, you can craft short, impactful push messages that are personalized to each user’s behavior. The system intelligently determines the best time and frequency to send notifications, ensuring you avoid user fatigue while maximizing conversions. It can also test different message variants to see what resonates best with your audience.\
### How to Create Push Notification Campaign in Questera 1. **Navigate to Campaigns**\ From the Questera Dashboard Navigation Bar click on “Push Notifications”
2. **Select Push Notification.**\ Select **Push Notifications Campaign** Under the Campaigns section, click on “Push Notifications ” You’ll now see recommended templates for your push notification
3. **Click on “New Campaign”**\ To start a new Push Notification Campaign , click the **“New Campaign”** button.\
4. **Choose a Type of Push Notification Campaign**\ Select the Type of Push Notification Campaign and click on **“Start Creating.”**\ \
5. **Fill Out Campaign Details**\ On the next screen, enter all relevant campaign information like Campaign Title, message title , message campaign description and media(upload images or files if needed)
6. **Define the Audience Segment**\ Choose the audience segment you want to send the Push Notification to, based on filters like behavior, location, or engagement.
7. **Set Schedule**\ Schedule your email by selecting:\ Start Date\ End Date\ Send Interval\
8.**Preview Your Campaign**\ Click **“Preview”** to see how your Push Notification will look before sending it.
9. Publish Your Campaign\ Once satisfied, click **“Publish.”**\ Your Push Notification campaign is now live and will be delivered to your selected audience as scheduled. # In-App Messages Campaigns **Use Cases:**\ Onboarding walkthroughs, upsell messages, product tips, announcements, feature education.\ \ **Overview:**\ In-app messages offer contextual engagement exactly when users are active within your platform. Questera’s AI helps you create messages that feel native and timely — not disruptive. Whether you’re guiding new users through setup or promoting a new feature, the agent tailors tone, content, and placement for relevance. It also monitors user interaction to further optimize messaging strategy over time.\
# WhatsApp Campaigns
**Use Cases:**\ Customer support chatbots, order updates, payment confirmations, abandoned cart recovery.\ \ **Overview:**\ WhatsApp is increasingly becoming a critical customer communication channel. With Questera’s AI-powered WhatsApp campaign agent, you can manage personalized two-way conversations at scale. From automated greetings to real-time updates and conversational commerce, the agent ensures that your brand voice remains consistent and empathetic. It also respects WhatsApp’s opt-in policies and frequency limits, keeping your engagement effective and compliant.
# Campaign Variants #### 1. **Overview** The Questera AI Variants feature is designed to dynamically generate and manage multiple versions of content and experiences tailored to individual user segments. By leveraging AI-driven insights, the Variants feature allows marketers to optimize and personalize user interactions across various touchpoints, ensuring the most relevant content is delivered to each user. #### 2. **Objective** To enable the creation and management of multiple content variants that are automatically tailored to different user segments based on their behaviors, preferences, and demographic information. The goal is to increase engagement, conversion rates, and overall user satisfaction by delivering personalized experiences at scale. #### 3. **Key Features** **3.1 Variant Generation** * **Description:** Automatically generate multiple content variants for campaigns, such as different headlines, images, calls-to-action, and offers. * **Functionality:** * AI models analyze user data to suggest the most effective content variations. * Marketers can manually input or approve variants suggested by AI. * Variants can be applied to emails, web pages, mobile apps, and ads. **3.2 AI-Driven Personalization** * **Description:** AI algorithms personalize which variant is shown to each user based on real-time data. * **Functionality:** * Real-time user data is processed to determine the best variant for each segment. * Dynamic content delivery adjusts in real-time as new data is received. **3.3 A/B and Multivariate Testing** * **Description:** Test different variants to determine the most effective version for each segment. * **Functionality:** * Automatically conduct A/B and multivariate tests across user segments. * AI learns from test results and continuously optimizes variant selection. **3.4 Variant Analytics and Reporting** * **Description:** Monitor the performance of each variant across segments and channels. * **Functionality:** * Detailed reports on variant performance metrics such as click-through rates, conversion rates, and engagement. * AI provides insights and recommendations based on variant performance. #### 4. **Success Metrics** * **Increase in Conversion Rates:** Measure the improvement in conversion rates after implementing AI variants. * **Engagement Metrics:** Track user engagement with different variants across channels. * **Testing Effectiveness:** Measure the accuracy and impact of A/B and multivariate tests. # How to Create a Variant Here are some of the powerful tasks you can automate using workflows: 1. **Go to the Campaigns Section**\ From the Questera dashboard, look at the left-hand navigation bar and click on “Workflows.”
2. **Start a New Workflow**\ On the Workflows screen, click on the “Create Workflow” button. A pop-up will appear asking you to enter a name and description for your new flow. Fill these in and click “Create Flow.”\
3. **Select Campaign and Variant**\ Once your new variant is created, you'll be taken to a visual canvas with the name of your flow at the top. On the right side of the screen, you'll see two dropdowns:
* **Choose Campaign** – Select the campaign you want this variant to be tied to. You’ll see a list of all available campaigns.
* **Choose Variants** – After selecting a campaign, choose one of the existing variants that you want to work with.
4. **Add Conditions to the Variant Flow**\ Once your variant is selected, you can start adding conditions. Conditions help define when a particular variant should be shown. These could be based on user properties (like location, device type, user role, etc.) or custom traits.
5. **Publish Your Workflow**\ After setting up all the rules and conditions, click on the “Publish” button at the top right of the screen. Your workflow is now live and actively personalizing experiences based on your rules
6. **Manage Existing Variants**\ Back on the main Workflows screen, you’ll see a list of all your active variants. If you ever want to remove one, click the three-dot icon on the right side of that workflow and select “Delete.
# Playground
The Playground is a dedicated space in the Questera Dashboard that allows you to test and experiment with different UI components easily. Whether you’re a growth marketer, product manager, or developer, the Playground enables rapid prototyping and experimentation with minimal effort and zero engineering bottlenecks. Here’s how to use it: **Navigate to the Playground:**\ From the left navigation bar, click on the “Playground” section.
**Choose a Component:**\ Use the dropdown menu labeled “Choose component” to select from a list of pre-built UI components like “Multi Page Onboarding,” “Tutorial,” “Search Bar,” and more.\ \ \
**View and Edit Code:**\ Once a component is selected, you’ll see the code automatically load in the editor. You can modify the code — API keys, theme, layout, and other settings.
**Run Your Code:**\ Click the “Run code” button (top-right of the code editor) to see a live preview of your changes instantly on the right side of the screen.\ \ \
This makes it easy to experiment with layouts, logic, and styling before integrating them into your actual application.
# Simulating User Interactions.
The Playground in Questera is a dedicated space where users can easily experiment with pre-built UI components in a live, interactive environment. Designed to speed up the development process, the Playground allows you to directly select a UI component from a wide list — such as onboarding flows, tutorials, search bars, and more — and instantly load its editable code. Without setting up a full development environment, you can tweak settings like themes, layouts, API keys, and logic right within the dashboard itself. With a simple click on "Run Code," you can immediately see a real-time preview of your changes alongside the code editor.\ \ Within the Playground, one of the key capabilities is the ability to simulate how users will interact with different UI components. After selecting and running a component, you can engage with it just as an actual user would — clicking through onboarding screens, typing into search bars, navigating through tutorials, or responding to smart surveys. This makes it incredibly easy to experience the flow firsthand, spot any friction points, and fine-tune the user journey without needing to deploy anything live. By simulating interactions, you ensure that every element behaves intuitively and enhances the overall user experience before it reaches real users.
# Test and Run Campaigns
The Playground also allows you to conduct controlled test campaigns using the available UI components. Think of it as a safe space where you can prototype mini-campaigns — like showcasing upsell prompts, running a referral flow, or triggering loyalty rewards — and see how the component logic works under different conditions. By adjusting settings, theme parameters, and dummy data within the component’s code, you can visualize how a campaign will appear and respond to user behavior. This lets growth teams, product managers, and designers experiment rapidly, refine their ideas, and align on experiences without involving engineering teams at every step. # AI Agents
#### 1. **Overview** The AI Agents in Questera AI is designed to introduce intelligent, autonomous agents that can execute a variety of tasks within the Questera AI platform. These agents are powered by advanced AI models and are capable of performing complex workflows, making decisions based on data, and optimizing marketing and customer engagement strategies in real-time. AI Agents in Questera AI will significantly enhance the platform's ability to automate processes, personalize customer interactions, and deliver data-driven insights. #### 2. **Objective** To provide users with AI-driven agents that can autonomously manage, optimize, and execute marketing and customer engagement tasks. The goal is to reduce manual effort, increase efficiency, and improve the effectiveness of marketing campaigns by leveraging AI agents that can work across various stages of the customer lifecycle. #### 3. **Key Features** **3.1 Agent Creation and Configuration** * **Description:** A user-friendly interface for creating and configuring AI agents to perform specific tasks. * **Functionality:** * Users can select predefined agent templates or create custom agents based on specific business needs. * Configuration options include setting goals, defining data sources, selecting AI models, and specifying task parameters. * Ability to assign agents to specific workflows, campaigns, or customer segments. **3.2 Task Automation** * **Description:** AI agents autonomously execute tasks such as campaign management, customer segmentation, content personalization, and more. * **Functionality:** * Agents can manage end-to-end campaign execution, including content creation, scheduling, delivery, and optimization. * Automated customer segmentation based on real-time data analysis, allowing for dynamic targeting and personalized experiences. * Content generation and personalization tailored to individual customer preferences and behaviors. **3.3 Real-Time Decision Making** * **Description:** AI agents make decisions in real-time based on data inputs and predefined rules, optimizing outcomes on the fly. * **Functionality:** * Agents analyze customer interactions and behaviors in real-time to adjust campaigns, offers, and messaging. * Dynamic decision-making based on predictive models, ensuring that the most effective strategies are deployed. * Ability to trigger actions across multiple channels (e.g., email, SMS, in-app notifications) based on real-time insights. **3.4 Multi-Agent Collaboration** * **Description:** AI agents can collaborate with each other to perform complex, multi-step workflows. * **Functionality:** * Agents can pass data and tasks between each other to complete workflows that require multiple steps or different types of expertise. * Orchestration of agents to work on larger campaigns or customer journeys, ensuring a cohesive strategy across all touchpoints. * Coordination between agents to optimize resource allocation and task execution. **3.5 Monitoring and Feedback** * **Description:** Tools for monitoring agent performance and providing feedback to continuously improve their effectiveness. * **Functionality:** * Real-time dashboards that display key performance metrics for each agent, such as task completion rates, accuracy, and impact on KPIs. * Feedback mechanisms that allow users to refine agent behavior based on performance data. * AI-driven suggestions for optimizing agent configuration and task execution. **3.6 Integration with Existing Systems** * **Description:** Seamless integration of AI agents with existing CRM, marketing automation, and analytics platforms. * **Functionality:** * API integrations to connect agents with external systems for data exchange and task automation. * Synchronization with customer data platforms (CDPs) to ensure agents have access to the latest customer insights. * Customizable integration scripts to tailor agent behavior to specific business needs. # Questera AI Agents
Questera is not just a collection of static components — at its heart lies a powerful system of intelligent AI Agents. These agents are purpose-built, highly specialized AI models that work tirelessly across different stages of the customer lifecycle. They automate, personalize, and optimize crucial tasks that would otherwise require manual intervention, freeing up your teams to focus on strategy and innovation. By embedding AI agents into your growth infrastructure, Questera ensures that your product experiences are dynamic, data-driven, and continuously improving without added operational complexity. AI Agents in Questera are specialized modules designed to handle distinct growth, marketing, and analytics functions automatically. Each agent is trained to perform a specific set of tasks — whether it’s segmenting users intelligently, personalizing communication at scale, analyzing user behavior, or orchestrating full customer journeys across channels. Unlike traditional automation scripts or static rules engines, Questera’s AI Agents are dynamic — they adapt over time based on new user behaviors, performance data, and business objectives.\ This means your campaigns and workflows are not just automated — they are constantly learning, optimizing, and evolving in the background. Think of AI Agents as your invisible workforce: managing email campaigns, optimizing language for higher conversions, running lifecycle segmentation, or even designing multichannel strategies — all without needing constant human intervention. \
# How It Works ### How It Works (Step-by-Step) Questera’s personalization engine employs a sophisticated multi-agent approach, structured around dedicated AI agents, each assigned specific customer-engagement goals such as onboarding, retention, upsell, or reactivation. 1\. Specialized Goal-Based Agents * Each agent specializes in achieving one critical marketing objective (e.g., onboarding, retention, upsell). * They operate independently, continuously observing shared user data, user journeys, and campaign states in real-time. 2\. Shared Memory & Collaborative Decisioning * Agents access and act upon a shared context and memory store: * Real-time user behavior streams * Historical interactions (opens, clicks, conversions) * User lifecycle stage and intent data * This common state allows agents to make informed, locally optimized decisions instantly. 3\. Dynamic Coordination (Scheduler Agent) * A dedicated Scheduler Agent arbitrates decision-making when conflicts or resource constraints arise (e.g., only one email or push notification can be sent today). * It prioritizes actions based on agent priority, user context, urgency, and potential impact—resolving contention swiftly. 4\. Critic Agent: Monitoring & Optimization * A Critic Agent continuously evaluates the performance of the user journeys and agent decisions: * Assesses effectiveness, identifies gaps, and detects patterns in successful or unsuccessful journeys. * Suggests improvements to other agents (e.g., “Switch channels,” “Adjust messaging tone”). 5\. Planner Agent: Long-Term Journey Strategy * A Planner Agent oversees strategic long-term goals for user journeys (e.g., defining a complete 14-day onboarding pathway). * It ensures consistent user experiences aligned with broader business outcomes, guiding other agents with overarching strategic direction. 6\. Reflective Learning & Continuous Improvement * Questera employs a reflection-based learning pattern: * Regularly analyzes past outcomes (“Why did the last five retention attempts fail?”). * Adjusts tactics, channels, and messaging based on learnings. * Continuously refines strategies, enabling agents to learn and improve over time. | Step | What Happens | | ------------------------------------ | -------------------------------------------- | | 1️⃣ User activity flows in | Real-time product + event data is ingested | | 2️⃣ Agent analyzes the journey stage | Uses behavioral patterns + funnel position | | 3️⃣ Next best action is chosen | Decides if/what message is needed now | | 4️⃣ Message is composed + sent | Fully contextual, dynamic, and timed | | 5️⃣ Outcome is tracked + learned | Success/failure loops back into future logic | 1\. Input Layer: Signals & State Awareness * Ingests product, CRM, and behavior data * Classifies users into journey stages (e.g., onboarding, drop-off, power user) * Detects friction points, intent signals, and churn risks
2\. Agent Collaboration Layer | Agent Type | Role in Orchestration | | ------------------ | ------------------------------------------------ | | Activation Agent | Identifies drop-offs and deploys setup nudges | | Churn Agent | Monitors disengagement, re-engages at-risk users | | Expansion Agent | Spots upsell moments, delivers upgrade prompts | | Reactivation Agent | Detects dormant users, personalizes winbacks | | Routing Agent | Decides the best channel (email, in-app, SMS) | | Coordination Agent | Resolves conflicts and prioritizes actions | Each agent owns a segment of the journey but can “talk” to others. For example: Churn Agent detects risk → asks Routing Agent for best channel → Expansion Agent pauses upsell temporarily. 3\. Execution Layer: Journey Orchestration * Launches multi-step campaigns * Adjusts content and channel mid-journey * Dynamically updates based on user interaction E.g., “User didn’t open email → resend via in-app” 4\. Feedback Loop & Learning * Agents observe what worked * Update scoring models, message templates, and journey logic * Next actions are smarter by default This is what makes it a compounding system — not just a static one. # Deploying AI Agents Deploying Questera’s AI agents and configuring their objectives. An agent in Questera is an autonomous AI module focused on a specific aspect of customer engagement or marketing. Each agent is configured with a clear goal, a set of rules/constraints, and a toolbox of abilities it can use. You can create custom agents or leverage Questera’s pre-configured agents (such as an email marketing agent, a retargeting ads agent, a segmentation agent, etc.) for common growth tasks. **Agent Goals** The goal defines what success looks like for that agent. It could be maximizing a KPI or triggering a specific outcome. For example, one agent’s goal might be “increase 7-day user retention by 20%” while another’s goal is “maximize cart-to-purchase conversion rate.” In practice, goals are tied to conversion events or metrics from the ingested data. During setup, teams define an objective with parameters such as the target event (e.g. purchase\_completed) and possibly a numeric target or forecast. Agents can even optimize for multiple success events concurrently by weighting them, enabling sophisticated multi-objective optimization. These goals inform the agent’s decision-making and what it treats as a “reward” when evaluating outcomes. **Abilities & Modular Services** Abilities are the actions and services an agent can execute. Questera provides a library of modular, pluggable services (integrations) that agents can leverage – akin to skills in the agent’s toolkit. When configuring an agent, you choose which abilities to grant it. Examples of abilities include: sending an email or SMS via your ESP (Email Service Provider), showing an in-app notification, adding a user to a retargeting ad campaign on Google/Facebook, generating a personalized product recommendation, or invoking a discount offer. Each ability is powered by an underlying integration or API. For instance, the “email send” ability might connect to Braze or SendGrid; the “ads retargeting” ability connects to Google Ads or Meta; a “segment user” ability could trigger a CRM update, etc. Questera’s platform has 75+ such integrations available, meaning agents can act across channels and systems seamlessly. Technically, these abilities are implemented as modular services – the agent uses function calls to external APIs or internal microservices to perform tasks ([What is AI Agent Orchestration? | IBM](https://www.ibm.com/think/topics/ai-agent-orchestration#:~:text=AI%20assistants%20exist%20on%20a,This%20is%20agentic%20AI)). This modular design makes the system extensible: new abilities can be added without redesigning the core platform, and each agent can be tailored with the exact capabilities needed for its mission. Once agents are deployed, Questera’s orchestration engine takes over to coordinate their activities and deliver personalized campaigns. Think of the orchestration engine as the central “AI conductor” that manages when and how each agent engages with a customer). Rather than running fixed drip campaigns, Questera continuously orchestrates a dynamic, adaptive interaction flow for each user based on live data. **Rules & Constraints** While agents are autonomous, marketers can set business rules or constraints to guide their behavior. Rules ensure the AI stays within brand guidelines and ethical boundaries. Examples include frequency caps (e.g. “don’t send more than 2 messages per day to a user”), scheduling constraints (“avoid contacting users before 8 AM local time”), channel preferences, budget limits for spend, or compliance rules (GDPR/CCPA considerations). Rules essentially act as guardrails – they are the “do’s and don’ts” the agent must obey while pursuing its goals. In Questera’s configuration interface, setting core instructions means specifying such rules and parameters for the agent ([Questera - Agentic Customer Engagement Platform](https://www.questera.ai/#:~:text=2)). This ensures the AI’s autonomous actions align with business strategy and customer experience standards. \ **Agent Configuration Schema** When deploying an agent, you define its configuration in a structured way. Here is a conceptual schema for an agent configuration: `{` `"agent_name": "RetentionBooster",` `"goal": {` `"objective": "increase_retention",` `"success_event": "app_open_7_days",` `"target_metric": "DAU_week+1",` `"target_increase": 0.20` `},` `"rules": {` `"max_messages_per_day": 2,` `"allowed_channels": ["push_notification", "email"],` `"quiet_hours": {"start": "21:00", "end": "08:00"}` `},` `"abilities": [` `"send_email",` `"push_notification",` `"offer_dynamic_discount"` `]` `}` In this example, the agent “RetentionBooster” is configured to increase user retention (defined as a higher 7-day active rate). It has rules limiting contact frequency and timing, and it has three abilities (email, push, and discount offering) enabled. In Questera’s platform UI, this would correspond to entering the agent’s goal parameters, setting toggles or values for various rules, and selecting integrations (abilities) from a list. Once configured, the agent is deployed into Questera’s AI workforce.



# Agent Orchestration Agent orchestration is how different AI agents coordinate in real time — across channels, stages, and user segments — to deliver personalized, adaptive, and compounding growth. Instead of static flows or campaign calendars, Questera’s agents: * Make decisions in context * Collaborate with each other * Adapt to user behavior * Optimize based on feedback **How It Works Together** * The Retrieval & Memory Layer pulls long-term preferences and recent interactions, like RAG for personalization. * The Agentic Layer decomposes the decision:\ → "What’s the user’s real intent?"\ → "Where are they in the funnel?"\ → "What message will resonate?"\ → "What’s the best timing + channel?"\ → "What visuals and tone will work best?" * Each agent specializes (like a team of marketing strategists). * A Coordinator/Router Agent can oversee arbitration when multiple actions are viable (e.g., upsell vs nurture). * The Feedback Agent closes the loop using performance signals (CTR, revenue, churn) to reinforce and fine-tune matchmaking over time. ## Agent Roles in Questera ### Specialists (Own the “What”) These agents are domain experts, each responsible for a key stage or growth outcome: | Specialist Agent | Focus | What it Does | | ------------------ | ---------------------------- | ------------------------------------------------------------- | | Activation Agent | Onboarding & habit formation | Detects drop-offs, prompts key actions, builds early momentum | | Churn Agent | Retention | Spots usage drops, delivers re-engagement nudges | | Expansion Agent | Monetization & upsells | Identifies upsell triggers, recommends upgrades or add-ons | | Reactivation Agent | Winbacks | Targets dormant users with personalized recovery campaigns |
### Routers (Own the “How” and “When”) These agents optimize delivery: | Routing Agent | Role | What it Does | | -------------- | ---------------------- | --------------------------------------------------------------------------- | | Channel Router | Channel + format | Chooses whether to deliver via email, push, in-app, or SMS | | Timing Router | Temporal intelligence | Determines best send time based on user behavior & context | | Tone Styler | Communication strategy | Picks tone & style based on user segment, past behavior, and outcome intent |
### Coordinators (Own the “Why Now”) These meta-level agents resolve conflicts, manage orchestration, and control pacing: | Coordination Agent | Role | What it Does | | ------------------- | ------------------------ | --------------------------------------------------------------------------- | | Journey Coordinator | Priority resolution | Decides which agent takes action when multiple compete | | Fatigue Manager | Frequency control | Avoids spamming or overwhelming users with too many touchpoints | | Goal Router | User lifecycle awareness | Aligns actions to macro goals (e.g., don’t upsell if onboarding’s not done) | Coordinators keep the system coherent — no step on toes, no overfire, always aligned with the user’s stage ### Memory Agents Purpose: Retain long-term user context across sessions, campaigns, and channels | Agent Name | Role | Example Task | | --------------------- | --------------------------------------------------------------- | ----------------------------------------------------- | | Profile Memory Agent | Stores user traits, historical actions, and channel preferences | “This user responds better to push than email.” | | Journey History Agent | Tracks past campaigns, outcomes, and learnings | “Avoid reusing the same winback message from Jan ‘25” | ### Insight Agents Purpose: Analyze behavior, extract signals, and generate optimization hypotheses | Agent Name | Role | Example Task | | -------------------------------------------- | --------------------------------------------- | -------------------------------------------------------- | |


Segmentation Analyst Agent

| Clusters users based on behavior patterns | “Create a segment for high-spending but low-usage users” | | Attribution Agent | Maps campaign impact to revenue or engagement | “This campaign lifted conversions by 23%” | ### Creative Agents Purpose: Generate and refine content tailored to context, goal, and tone | Agent Name | Role | Example Task | | ----------------------- | ----------------------------------------------- | --------------------------------------------- | | Message Generator Agent | Writes variant messages for a goal | “Create 3 churn prevention subject lines” | | Style Aligner Agent | Ensures tone, formatting, and brand consistency | “Rewrite message to match playful brand tone” | ### Experimentation Agents Purpose: Automate testing, evaluation, and iteration cycles | Agent Name | Role | Example Task | | ------------------ | --------------------------------------- | ----------------------------------------- | | Split-Test Manager | Sets up controlled experiments | “Test 2 onboarding flows across segments” | | Optimizer Agent | Reallocates traffic to winning variants | “Move 80% to variant B after 3 days” | ### Guardrail Agents Purpose: Ensure ethical, legal, and brand-safe operation of agents | Agent Name | Role | Example Task | | ---------------- | -------------------------------------------- | --------------------------------------------- | | Compliance Agent | Scans campaigns for GDPR/CAN-SPAM violations | “Flag this message for opt-out link missing.” | | Ethics Agent | Avoids manipulative or over-aggressive flows | “Throttle upsell for recently churned user” |
# Agent Memory 1\. Three-Tiered Memory Architecture a. Short-Term Memory (Session or Campaign-level) * Stores recent user actions (e.g., "clicked last email", "ignored upsell offer"). * Lives for the current session or short lifecycle context (e.g., 7–14 days). * Enables reactive personalization (e.g., don’t re-offer something just clicked). Example:\ Churn agent recalls that the user clicked "cancel reasons" → triggers a save offer, not generic re-engagement. b. Long-Term Memory (User-level + Segment-level) * Captures patterns across lifecycle stages: onboarding, activation, conversion, churn. * Includes vectorized summaries of: * Past interactions * Channel preferences * Campaign responses * Agent actions + outcomes Stored in a Vector DB (e.g., Weaviate or Pinecone) using user embeddings or segment-level embeddings for fast semantic retrieval. Example:\ For a mid-funnel B2B user, the agent recalls that whitepapers → demo → closed won is a high-conversion path and prioritizes this path again. c. Global Memory (Agent + Team-level) * Shared knowledge across all agents and customers (pseudonymized). * Stores best-performing prompts, subject lines, CTAs, channel combos. * Updated with reward signals (e.g., lift in conversions, reduced drop-offs). This enables self-improvement and cross-agent knowledge sharing (e.g., churn prevention agent learns from upsell agent’s success). 2\. How Memory Is Queried Agents use memory via: * Embedding-based retrieval (vector similarity) * Metadata filtering (e.g., campaign type = “churn save”) * Time decay logic to prioritize fresh interactions Often wrapped in a Retriever module inside LangChain / LangGraph agent flows. 3\. What Gets Stored * User & segment interaction logs * Campaign variants tried * Reasoning steps (in CoT, ReAct form) * Final outcomes (clicks, conversions, revenue delta) * Feedback from marketers (human-in-the-loop scoring) 4\. Memory Refresh & Pruning * Low-signal events decay over time * Abandoned flows are eventually purged * Only high-relevance, high-reward outcomes are retained long-term
# Questera AI Agents Questera offers a powerful suite of AI Agents, each laser-focused on solving critical parts of the growth journey:\ \ **ELMA - Email Lifecycle Marketing Agent**
\ ELMA intelligently manages your entire email communication lifecycle. From welcome series to re-engagement emails, ELMA ensures that every user receives the right email at the right time to drive engagement and retention.\ \ **GRETA - Growth Engineering Agent**
\ GRETA is designed to develop websites by prompts given by the users that promote growth opportunities and execute experimentation frameworks — helping you A/B test, optimize funnels, and engineer scalable growth pathways inside your product.\ \ **SEGA - Intelligent Segmentation Agent**
\ SEGA automatically segments users based on behavioral data, demographics, predictive intent, and more. It ensures that your messaging and product experiences are finely tuned for every unique user cohort.\ \ **OMNIA - Omni-Channel Journey Creator Agent**
\ OMNIA orchestrates personalized journeys across multiple channels — web, email, SMS, in-app — so that users move seamlessly through lifecycle stages without ever feeling disconnected.\ \ **GIA - Data Analysis & Graphical Interpretation Agent**
\ GIA turns raw user data into actionable insights with stunning visualizations, dashboards, and predictive analytics, enabling better, faster decision-making.\ \ **SARA - Smart Ads Retargeting Agent**
\ SARA handles retargeting ad campaigns intelligently, ensuring that users who drop off at different stages are brought back through personalized, timely ad interventions.
# ELMA - Email Lifecycle Marketing Agent ELMA is the brain behind orchestrating intelligent, automated email workflows across the user journey. From onboarding sequences and activation nudges to re-engagement and churn-prevention series, ELMA manages the entire lifecycle communication via email. What sets ELMA apart is its ability to analyze user behavior and time-triggered events, allowing it to deliver perfectly timed and highly contextual messages. ELMA solves the common problem of static, outdated email journeys by continuously optimizing content, timing, and frequency based on user engagement. Whether you're nurturing new users or reactivating dormant ones, ELMA ensures your email strategy is proactive, personalized, and effective.
**Step 1: Navigate to the Get Started Page** Open the [Questera website](https://app.questera.ai) and head to the homepage. On the top navigation bar, click on the **“Get Started”** option. This will take you to a curated list of ready-to-use AI agents.
\ **Step 2: Select “Email Lifecycle Marketing Agent”** Scroll down until you find the section titled **“Ready to Launch AI Agents.”** Here, locate and click on the **“Email Lifecycle Marketing Agent”** option.\
**Step 3: Start Chatting with ELMA** Once you click on the agent, ELMA will instantly open in a chat interface. You don’t need to set up anything manually — just start by telling ELMA what kind of **email campaign** you’d like to run.\
**Step 4: ELMA Asks You Smart Questions** To tailor the campaign perfectly, ELMA will ask you a few simple questions:\ ELMA will also generate and show you **different variants** of each email — including subject lines, layout suggestions, and tone options — so you can pick what resonates best with your brand.
Just reply conversationally — no forms or dashboards required.\ \ **Step 5: Finalize Campaign Details** Once you’ve chatted through your preferences: * **Fill in the campaign details** such as title, user segment, design preferences, and content. * Choose the right **media**, whether it's images, logos, or videos. * Set the **schedule** for when emails should go out. * Finally, **select the email source** — the domain from which the emails should be sent. You’ll get a final preview of the campaign before launch.
**Step 5: Review & Send** After collecting all the required information, ELMA will generate the full email campaign flow for you including subject lines, content, design suggestions, and scheduling. You’ll get a preview of each email in the chat itself. If you're happy with the campaign, simply click **“Send”** and ELMA takes care of the rest.
With ELMA, launching professional, engaging email campaigns takes just a conversation. No design tools, no email builders just pure automation with the intelligence of a human-like assistant
# GRETA - Growth Engineering Agent GRETA is Questera’s experimental engine — a powerful AI agent designed not just for growth experimentation but also for rapid prototyping and website creation. At its core, GRETA helps product and marketing teams validate ideas with speed by running controlled experiments, automating A/B testing frameworks, cohort analysis, and feature rollout monitoring. What makes GRETA uniquely powerful is its ability to instantly generate fully functional websites from simple prompts given by users. Whether you're testing a new landing page, a feature concept, or a complete micro-site, GRETA enables you to go from idea to launch in minutes — no design or development skills required. This transforms how growth teams operate, removing bottlenecks in experimentation and making the build-measure-learn loop incredibly fast. GRETA eliminates guesswork, empowers non-technical teams to test independently, and ensures that only the most effective ideas scale forward. # SEGA - Intelligent Segmentation Agent SEGA transforms your customer data into actionable audience clusters using intelligent segmentation logic. Rather than relying on rigid filters or manual CSV uploads, SEGA dynamically builds segments based on real-time behavioral signals, purchase patterns, demographics, and predicted intent. It addresses the critical challenge of outdated or generic audience targeting by ensuring your campaigns always hit the right user at the right time. SEGA empowers marketers to go beyond surface-level targeting offering precision segmentation that feeds directly into campaigns, experiments, and personalization engines.\ \ Open the Questera homepage and click on “Get Started” in the top navigation bar. Scroll to the “Ready to Launch AI Agents” section and select “Intelligent Segmentation Agent.”
Click “Duplicate” to start setting up SEGA and proceed through these four steps:
1. Customize Your Agent Avatar: Enter the Agent Name, description, and tone of voice to align SEGA with your branding and communication needs.
2. Core Instructions: Provide instructions for how SEGA should handle segmentation — such as grouping users by behavior, preferences, purchase history, or lifecycle stage.
3. Abilities: Assign abilities to enable dynamic segmentation, real-time updates, demographic clustering, and more. \
4. Test and Deploy: Run a test session and finalize the deployment once SEGA meets your segmentation goals.click on Publish
With SEGA up and running, you can deliver more precise and personalized experiences to every segment of your user base.
# OMNIA - Omni-Channel Journey Creator Agent OMNIA is the architect of cross-channel user experiences. This AI agent designs and executes complex, multi-step user journeys that span email, push notifications, in-app messages, SMS, and more — all in a unified flow. OMNIA understands user intent and context, enabling seamless channel switching when necessary to ensure message delivery and action. It solves the problem of fragmented communication by creating a cohesive experience across touchpoints, optimizing for both timing and channel based on what works best for each individual user. With OMNIA, teams can orchestrate lifecycle journeys that feel truly personalized and connected. # GIA - Data Analysis & Graphical Interpretation Agent GIA brings clarity to your data chaos. As the analytical powerhouse in Questera’s AI lineup, GIA interprets complex datasets and automatically translates them into easy-to-understand charts, graphs, and dashboards. It detects anomalies, flags opportunities, and surfaces meaningful insights from user behavior, campaign performance, and growth metrics. GIA is particularly valuable for teams that lack in-house data science expertise, as it democratizes access to deep insights without requiring SQL skills or data modeling. By turning raw numbers into visual stories, GIA enables faster decision-making and sharper strategic direction.\ \ Start at the Questera homepage and click “Get Started” on the top nav bar. Scroll to the “Ready to Launch AI Agents” area and pick “Data Analysis & Graphical Interpretation Agent.”
Click “Duplicate” and go through the following steps:
1. Customize Your Agent Avatar: Set the Agent Name, write a description of GIA’s role, and pick the tone of voice.
2. Core Instructions: Explain how GIA should interpret and visualize data — for example, summarizing user trends or creating charts from campaign metrics. \
3. Abilities: Choose abilities like chart generation, metric interpretation, and dashboard creation.
4. Test and Deploy: Test the agent’s outputs and visualizations before deploying for daily analysis tasks.click on Publish
GIA empowers your team with clear insights and intuitive visual storytelling of your data — no spreadsheet crunching required.
# SARA - Smart Ads Retargeting Agent SARA is the retargeting expert in Questera’s AI family. Designed to bring back users who’ve dropped off at various funnel stages, SARA intelligently builds and optimizes paid retargeting campaigns across platforms like Facebook, Google, and Instagram. Using real-time segmentation data from SEGA and campaign performance insights from GIA, SARA continuously adjusts creatives, audiences, and bidding strategies to maximize return on ad spend. It solves the common issue of ad fatigue and poor conversion by leveraging AI to deliver hyper-relevant retargeting — improving both efficiency and outcomes in your paid campaigns. # Create & Configure an Agents In Questera, one of the most empowering features available to marketers and product teams is the ability to create and configure AI agents entirely on your own terms. This capability goes far beyond using a pre-built agent — it allows you to take full control of how your AI behaves, what tasks it performs, and how it aligns with your unique marketing objectives. Whether you choose from Questera’s suite of powerful, ready-made agents or start from scratch to build something fully customized, this flexibility opens the door to truly personalized automation. For marketers, this feature is a game-changer. Imagine being able to design an agent that understands your specific customer journey, talks in your brand’s voice, and carries out complex workflows — from sending lifecycle emails to running growth experiments — without needing a dedicated developer or engineering team. You can define how the agent works step by step, choose the abilities it needs (like segmentation, data analysis, or ad generation), and tailor its core instructions to fit real-world scenarios your team handles every day. This level of customization dramatically reduces manual work, speeds up campaign execution, and ensures your marketing strategies are executed with consistency and intelligence. It’s particularly useful for teams looking to scale fast, experiment often, and optimize constantly — all while keeping the human touch in every interaction. With Questera, AI becomes an extension of your team — not just a tool, but a strategic partner tailored to your goals.
# Create your own marketing agents Here’s how you can create your own AI agent on Questera — a powerful, no-code experience designed to put the capabilities of advanced AI directly in the hands of marketers, product managers, and growth teams.
First, open the[ Questera website](https://www.questera.ai) and navigate to the Home page using the top navigation bar. From there, click on the “Get Started” button. On the Get Started page, look to the right-hand side of the screen where you’ll see a section titled: “Create, Customize & Launch Your AI Agent Now!” Click on the “Create Now” button to begin the agent creation process.
Once you land on the new page, you’ll see an input field labeled “Create your AI Agent by describing the scenario.” This is your creative space. Here, you can describe exactly what you want your agent to do — whether it’s solving a specific marketing problem like user drop-off, managing email campaigns, optimizing language, segmenting users, or anything else unique to your growth needs. You can also choose to skip the prompt and select from Questera’s pre-built, high-performance agents. After entering your desired scenario or selecting a pre-built agent, click on “Generate with AI.” This action will begin the intelligent agent creation process, and you’ll be taken through a guided setup with the following four steps:
1. Customize Your Agent Avatar * Give your agent a name and description * Define what your agent is supposed to do * Choose the tone of voice that aligns with your brand — whether it's professional, friendly, bold, or conversational \
2. Enter Core Instructions * This is where you define how the agent should operate. Provide detailed instructions, including examples of user tasks and expected outputs. This helps the AI agent align with your objectives and behave in contextually relevant ways. \
3. Add Abilities * Choose from a set of predefined abilities that let your agent perform tasks like analyzing data, composing emails, segmenting users, retargeting with ads, creating journeys, and more. Customize these to get highly tailored results. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXf1laYC4LXIWSNlFOwSOjPbWO7QQ1uvBi6eEjOYpnBTC-8znEn3DwhmkpLIEuVtcGNKmTnK1doADsHiehAfsp9yssHSW7og3CjwtIyrJKjWPGjGjqnWdrD1WV6NYUYbsO3OIpWv4w?key=B7tqI3ctRltH_VsErWMcNi1J)\
4. Test and Deploy * Once your agent is configured, you can run simulations to test its behavior. If everything works as expected, click Deploy and the agent will go live, ready to power your marketing or growth workflows.click on Publish
By making it easy to build agents from scratch or from templates, Questera empowers you to solve specific challenges quickly, automate repetitive tasks, and deliver intelligent customer experiences — all without writing a single line of code.
# Chat with Agents **Questera** offers a seamless and intelligent Chat with Agents experience, allowing you to directly interact with pre-configured AI agents to gain instant insights, run automations, and get real-time support on your marketing and growth tasks. This feature brings the power of AI directly into a conversational interface — making it easier than ever for marketers, product managers, and business users to get things done without switching between multiple tools or dashboards.\ \ This group chat environment is not just for asking questions it’s a space where you can collaborate with multiple agents at once, compare their insights, and make smarter decisions on the go. Whether you need analytics, campaign suggestions, or automation support, chatting with these AI agents can dramatically reduce turnaround times and simplify complex tasks. The **“Chat with Agents”** feature is a perfect example of how Questera blends powerful AI with user-friendly interfaces to help teams focus on what matters strategy, creativity, and execution instead of manual work and data juggling. **Open the Questera Website**\ Head to the[ Questera ](https://www.questera.ai/) in your browser.
**Click “Get Started”**\ On the left navigation bar, click on the “Get Started” option to begin exploring available AI agent features.
**Locate “Group Chat with our Pre-configured AI Agents”**\ On the Get Started page, scroll until you see the section titled “Group Chat with our Pre-configured AI Agents.”
**Access the Chat Interface**\ Within this section, “Chat with AI Agent” section. where you can begin chatting with the agents.
**Enter Your Prompt or Task**\ In the chat input box, type what you need help with — for example, “Help me launch a new email campaign” or “Analyze drop-off rates in my funnel.”
**Join the Group Chat**\ Once your prompt is entered, a group chat window will open where multiple pre-configured agents (like ELMA, OMNIA, SARA, GIA, GRETA) will respond collaboratively, each contributing based on their specialization.
**Receive Suggestions and Answer Questions**\ The agents will suggest options, ask clarifying questions, or provide insights based on your request. You simply answer their questions or refine your input to proceed.
**Campaign or Task is Ready**\ After completing the conversation, the agents will automatically generate your campaign, automation, or analysis — ready to deploy or customize further.
# Audience
**Understand your users. Target with precision. Drive real results.** Behind every great campaign is a deep understanding of *who* you're talking to. That’s why in Questera, Audiences and Segments are not just backend tools — they’re the foundation of every successful customer interaction. Whether you’re welcoming a new user, nudging a cart abandoner, or re-engaging dormant subscribers, Questera gives you the power to group, filter, and understand your users in ways that are both incredibly smart and surprisingly easy. #### **Overview** Audience 360 is an advanced audience management feature within Questera AI designed to give marketers, product managers, and data analysts a holistic view of their customer segments. This feature leverages AI-driven insights and predictive analytics to enable the creation, management, and optimization of customer audiences across all marketing channels. Audience 360 provides a centralized platform to track audience behavior, preferences, and trends, allowing for more targeted and effective marketing strategies. #### 2. **Objective** To provide a comprehensive platform for understanding, segmenting, and targeting audiences based on real-time data and AI-powered insights. The goal of Audience 360 is to enhance the precision and effectiveness of marketing campaigns by enabling businesses to create highly personalized audience segments that drive better engagement, higher conversion rates, and improved customer retention. #### 3. **Key Features** **3.1 360-Degree Audience View** * **Description:** A unified dashboard that provides a complete view of customer segments, including demographics, behaviors, preferences, and engagement history. * **Functionality:** * Aggregates data from multiple sources (CRM, social media, website analytics, etc.) to create a comprehensive audience profile. * Displays real-time data on audience behavior, engagement, and trends. * Allows users to filter and customize the audience view based on specific criteria. **3.2 Advanced Audience Segmentation** * **Description:** Tools to create and manage dynamic audience segments based on a wide range of criteria, including demographic data, purchase history, engagement levels, and predictive analytics. * **Functionality:** * Segmentation based on predefined criteria (e.g., age, location, purchase history) and AI-driven insights (e.g., churn propensity, purchase propensity). * Ability to create custom segments using a combination of data points and behavioral triggers. * Real-time updates to audience segments based on the latest data. **3.3 Predictive Audience Insights** * **Description:** AI-powered analytics that predict audience behavior and provide actionable insights to optimize targeting strategies. * **Functionality:** * Predictive models analyze historical data to forecast future behavior, such as likelihood to purchase, churn risk, and engagement levels. * AI-generated insights suggest optimal targeting strategies, content, and offers for each audience segment. * Continuous learning from new data to refine predictions and improve accuracy over time. **3.4 Cross-Channel Audience Activation** * **Description:** Seamless integration with marketing channels to activate audience segments across email, SMS, push notifications, social media, and more. * **Functionality:** * Audience segments can be easily exported or synced with marketing automation platforms for campaign deployment. * Real-time audience updates ensure that campaigns are always targeting the most relevant users. * Multi-channel tracking to monitor audience engagement and effectiveness across different platforms. **3.5 Analytics and Reporting** * **Description:** Detailed analytics and reporting tools to track the performance of audience segments and the effectiveness of targeting strategies. * **Functionality:** * Customizable dashboards to view key performance indicators (KPIs) such as engagement rates, conversion rates, and ROI for each segment. * Reports on audience growth, behavior trends, and segmentation accuracy. * AI-driven recommendations for optimizing audience segments and targeting strategies based on performance data. \ \ \ **What’s a Segment?** **Segments** are like specialized squads within your audience. While an Audience might include all new users in the past month, a **Segment** could focus on “new users who didn’t complete onboarding” or “users who opened 3+ emails but didn’t click.”Segments allow you to: * Deliver more personalized campaigns * Run targeted experiments or A/B tests * Automate specific journeys * Build remarketing or win-back groups And the best part? They’re dynamic — just like your users. Segments evolve automatically as user behaviors change. No more re-uploading CSVs every week. # Users List An **Audience** in Questera is a broad group of users — essentially your universe of potential campaign recipients. This could be everyone who signed up in the last 30 days, or only users on Android devices, or even people who have interacted with your app but never made a purchase. You define it. Questera tracks it. Once you define your audience, Questera keeps it updated in real-time. So even if a user’s behavior changes, your audience list adjusts automatically — no spreadsheets, no manual updates, just clean, intelligent targeting. Managing **Audience** effectively is the first step in building personalized campaigns. Here’s how you can explore, manage, and organize your users inside Questera:
Step-by-Step Process: 1. **Login to Questera** Head to Questera's website and log in using your credentials.
2. **Access the Audience Tab**\ Once you’re inside the dashboard, look for the Navigation Bar.\ Click on the "Audience" tab from the nav bar.
3. **View the Users List**\ You’ll land on the Audience & Segments page.\ By default, it opens on the Audience tab.\ Here, you’ll see the total number of users your organization has added to Questera.
4. **Scroll to Browse Users**\ Scroll down to see a live list of all users captured from your website, app, or data uploads.
5. **Click “View All”**\ On the right-hand side, you’ll see a “View All” button.\ Click it to open the complete list of users in a detailed view.
6. **Take Action on Users**\ From this list, you can:
* **Select individual users** * **Add tags to organize or label users.**
* **Add traits like location, plan type, preferences, etc.**
* **Configure user attributes manually**
7. **Upload Users via CSV**\ If you want to bulk import users, you can upload a .csv file.\ Simply follow the guided upload process and map your fields to Questera traits.
8. **Add a User Manually**\ If needed, click on “Add User” to create a single user manually by entering key details like name, email, phone, and any custom traits.

# Segments Segments allow you to target users based on their behavior, traits, or activity — and Questera makes it easy to do this manually or with AI assistance.
**Step-by-Step Process** 1. **Start from the Audience Tab**\ From the Questera dashboard, click on “Audience” in the nav bar to open the Audience & Segments page.
2. **Switch to the Segments View**\ On the top-left corner of the Audience page, click on the “Segments” tab.
3. **Click “Create Now”**\ On the top-right of the Segments section, you’ll see a “Create Now” button.\ Click it to begin creating a new segment.
4. **Create Segment Page Opens**\ You’ll be taken to a page titled “Create a New Segment”.
5. **Choose How to Create**\ **Use AI:** Write a prompt like “Users who haven’t purchased in 30 days” and let Questera generate a segment for you.
**Create Manually:** Input a segment name and description, then define rules and filters such as:\ Users with a specific tag\ Users who clicked a link\ Users from a specific city or device type
6. **Set Rules**\ Use conditions and filters to specify exactly who should be in this segment (you can use AND/OR logic).
7. **Click “Create Now”**\ Once your rules are set, hit “Create Now” to finalize.
8. **Segment is Ready!**\ Your new segment will now appear in the list.\ It updates dynamically as users meet (or stop meeting) the criteria.
# Scores & Signals ### Scores & Signals in Questera
In Questera, **Scores and Signals** are your secret weapon for making smarter decisions based on real-time user and company behavior. Think of them as your platform's internal health monitor—one that gives you actionable insights into how users are engaging, where they are in your funnel, how close they are to converting, and what’s holding them back. #### What Are Signals? **Signals** are behavioral indicators derived from user interactions like how many sessions a user has had in the past week, whether they opened an email, or if they abandoned a cart. These signals aren’t just raw numbers, they’re intelligently derived metrics that help you understand *why* users act the way they do. By tracking signals over time, you can anticipate drop-offs, flag churn risk, and even nudge users towards conversion before it's too late. For companies, signals provide organizational-level insights like **Trial Conversion Rate**, **Cart Abandonment Rate**, and **Feature Adoption Lag**—giving you a bird’s-eye view of how effectively your platform is being used across teams or client organizations. #### What Are Scores? **Scores**, on the other hand, are smart, AI-generated metrics that quantify a user's or a company’s relationship with your product. These can include: * **Engagement Health Score** – How actively a user or company is interacting with your product. * **Lifecycle Funnel Completion Score** – How far they've progressed in your defined journey. * **Product Activation Score** – Whether users have hit key milestones for realizing product value. * **Trial Health or Purchase Readiness Score** – How likely someone is to convert from a trial or make a purchase soon. Unlike traditional analytics, these scores are designed to be *predictive*. They help you take proactive action rather than reacting after users churn. #### Why It Matters By combining Signals (what users are doing) with Scores (how they're doing), you unlock the power of contextual decision-making. You can prioritize leads, re-engage cold users, and identify super-users—all without combing through spreadsheets. Whether you’re in marketing, product, or customer success, Scores and Signals help you work smarter, not harder. # How to Read User & Company Signals and Scores
**1. Login to Questera** Begin by visiting the Questera platform and logging into your workspace with your account credentials. *** **2. Access the Dashboard** Once logged in, you’ll land on the **main dashboard**, where you can see a summary of your workspace and access all major modules via the **left-hand navigation bar (Nav Bar)**. *** **3. Navigate to the “Audience” Section** On the Nav Bar, find and click on **“Audience.”**\ This will open a full-screen view showing an **overview of all your users and companies** using your product. You’ll see a list of users with filters, search options, and tabs to help you explore audience data, including: * **All users** * **Segments** * **Analytics** * **User behavior breakdowns** *** #### View AI Scores and Signals for Individual Users **4. Select a Specific User** From the Audience list, scroll or search to find a user you want to know more about. Click on the **user’s name or email ID** to open their **profile view**. *** **5. Explore the User’s Profile** You will now land on the **User page** for the selected user. Here’s what you’ll find: **AI-Generated Scores:** These are intelligent scores that help you understand a user’s intent and behavior. Common scores include: * **Churn Risk Score** – Likelihood of the user leaving your product. * **Purchase Propensity** – Probability of making a purchase or upgrade. * **Engagement Score** – How actively the user engages with your features. * **Conversion Score** – How likely they are to complete a goal. * **Referral Score**, **Onboarding Score**, and more. **Signals:** Real-time behavioral indicators, such as: * **Session Count (Last 7 Days)** * **Email Open Rate** * **CTA Click Rate** * **Used Features Count** * **Pricing Page Visits** * **Cart Abandonment Amount** This helps you get a quick pulse on **how recently and how deeply** a user is engaging with your product.
*** #### View AI Scores and Signals for Companies / Organizations **6. Back to Audience → Companies** Return to the **Audience view**, **look for an organization (company) listing**. Questera automatically groups users into their respective organizations. **7. Click on a Company Name** Select the organization you want to analyze by clicking on its name (e.g., **Amazon**). This will open the **Company Profile Page**. *** **8. Explore the Company’s Profile** Inside the organization’s profile, you’ll see aggregated insights for that company: **AI-Generated Company Scores:** These scores reflect the overall health and potential of the company’s relationship with your product: * **Engagement Health Score** * **Lifecycle Funnel Completion Score** * **Product Activation Score** * **Purchase Readiness Score** * **Trial Health Score** **Company Signals:** These summarize behavioral patterns across users in that company: * **Avg. Sessions per Active User** * **Feature Adoption Lag** * **Pricing Page Visit Rate** * **Trial Conversion Rate** * **Cart Abandonment Rate**
This data helps you assess how a company is progressing and whether they are likely to churn, convert, or expand. # Workflows
A **Workflow** in Questera is a powerful automation system that lets you perform backend operations, trigger actions, manage data, and orchestrate tasks without writing code. Think of it as an engine that connects user behavior, business logic, and system actions into one seamless flow. While Journeys are used mainly for user communication (like emails or push notifications), **Workflows** handle behind-the-scenes tasks like: * Tagging users based on actions * Syncing data with third-party tools * Triggering internal alerts or updates * Changing user traits or segment memberships A **workflow in Questera** is like a smart decision-making map that helps you control what experience a user should get based on who they are, what they've done, or where they come from. Imagine you're designing how a user logs in, signs up, or views a new feature — and you want different people to see different versions. For example, you might want new users to see a welcome message, returning users to see a personalized dashboard, and users from the US to see pricing in dollars. A workflow helps you build these kinds of personalized experiences visually, using blocks and branches, without writing code. It connects the dots between your audience segments, campaigns, and what should be shown or triggered for each user type. The beauty of Questera workflows lies in their flexibility and power. You can create multiple "variants" of a campaign (like different UI screens, messages, or actions) and set clear rules on who gets what — based on things like location, behavior, or even A/B test groups. Everything is drag-and-drop, so you’re not building logic in code, but on a visual canvas that feels more like sketching ideas than programming. This makes it perfect for product managers, marketers, or growth teams who want to experiment fast, iterate often, and make data-backed decisions on what user experience works best. # How to Create a Workflow Let’s walk through creating your first Journey using Questera’s visual builder: #### Step 1: Set the Segment First, define who should enter the journey. * **Select Existing Segment** * Choose a pre-defined segment like “Free Trial Users” or “New Signups”.
* **Create a New Segment** * Set up a fresh segment based on rules like: * “Visited pricing page” * “Did not complete payment” * “Has purchased more than twice”
Step 2: Set Frequency Rules Control how often users can enter the journey to avoid spamming: * Only once: Ideal for onboarding or feedback flows. * Every time conditions are met: Good for recurring behaviors like purchases. * Custom frequency: Example – only once per 7 days.\
Step 3: Add Actions Now decide what should happen at each step. You can trigger communications via: * Email * Push Notifications * SMS * WhatsApp These can be sent using: * Questera’s native tools * Integrations like Klaviyo, Zapier, Instantly, Mailmodo, and more
**For each action, you can:** * Select a message template or write a new one * Add conditions (e.g., send only if the user hasn’t already received an email) * Monitor metrics like open rate, click rate, delivery success
Step 4: Add Delays Delays help your journey feel timely and human: * Wait Until: Pause until a specific action is done * Time Window: Restrict sending to certain times
Step 5: Add Flows (Branching Logic) Add smart, branching paths based on conditions to personalize each user’s experience. **Types of flows:** * True/False Branch: * E.g., Did the user open the email? Yes → next step, No → resend or send another channel * Cohort Branch: * Based on user behavior traits like active users vs dormant ones. * Multi-Split Branch: * Split users based on specific values. * E.g., Subscription type = Free, Trial, Premium → each gets a different message.
**Final Step 6 : Review & Publish** Once your journey is complete: 1. **Preview the Flow** * Check how the flow will work for different users. 2. **Save & Publish** * **Hit Publish** to set your journey live. * The journey will now trigger automatically when users meet the starting conditions. # Data
The **Data** section in Questera is your control room for everything related to event tracking, real-time user behavior, conditional logic, and advanced flag management. This section gives product, growth, and engineering teams the tools they need to **track in-app actions**, define user traits, send alerts, experiment with feature rollouts, and build intelligent, data-driven workflows. Let’s walk through each subheading in detail: # Data Types Questera’s process begins with ingesting first-party data from the client’s sources. This rich dataset fuels the AI agents’ decision-making. Key data inputs include: * **User Event Streams:** This includes details like your user's interactions with different features or screens, browsing activity, and clicks on both your website and/or app. In-app or website events (page views, clicks, purchases, etc.) with timestamps and metadata. For example, every time a user views a product or clicks a link, an event is recorded with details like event\_name, user\_id, and context (e.g. page URL, device). * **User Attributes & Profiles:** This includes profile data on each individual user, such as their country, language, or registration date. Static and dynamic attributes about each user, such as demographics (country, language), signup date, preferences, and loyalty status. This is essentially a user profile database that Questera uses for segmentation and personalization. * **Transactional Data:** This includes details like the transaction amount, item name, and price. Records of purchases or conversions (order ID, items, amount, time) which define key conversion events for measuring success. Questera provides flexible connectors to integrate with your data infrastructure. It supports direct connections to data warehouses, analytics platforms, and customer data platforms. For instance, Questera can securely connect to sources like Snowflake, BigQuery, or S3 to pull batch data, or listen to event streams from tools like Segment or Amplitude in real-time. The platform offers 75+ pre-built integrations for seamless data import, including connections to CRM systems, analytics tools, and cloud storage. Your team simply grants Questera read-access (e.g. via a service account or API key) and the platform’s automated ingestion jobs will continuously sync the required tables/streams. Questera’s backend normalizes and aggregates this data into its unified customer profile store for downstream AI modeling. **Schema Example – Event & Profile Data:** Questera expects event data in a structured format. Below is a simplified representation of an ingested event and a user profile entry: ``` // Example of a user event payload { "user_id": "12345", "event_name": "ProductViewed", "timestamp": "2025-04-12T18:45:33Z", "properties": { "product_id": "SKU-987", "category": "Electronics", "referrer": "Homepage Banner" } } ``` ``` // Example of a user profile record { "user_id": "12345", "attributes": { "signup_date": "2025-01-10", "country": "US", "preferred_language": "en", "loyalty_tier": "Gold" } } ``` These schemas illustrate the kind of first-party data Questera ingests. Event data captures behavioral signals, while profile data provides traits and context. Together, they give a 360° view of each customer. This data layer is the foundation for Questera’s AI agents to make informed decisions. ### **User event data** Questera's typical engagement removes all the heavy lifting that comes with the data integration. Your teams are only required to share your relevant tables and our internal deployment teams will do all the transformation required to ingest this data into Questera's system.
**Background** Event data refers to records of actions or occurrences, often captured as individual events, with details like the type of action, the time it happened, the user or system involved, and other relevant metadata. These events can come from various sources, such as visitor interactions across your web and mobile applications. Each time an event occurs on your website or mobile app, it's typically stored as a entry into your analytics database or data warehouse. This entry corresponds to a single row that captures all the specific details of the event, contributing to a complete set of clickstream data. Here is an example of what that able might look like: **How Questera uses event data** Event data provides a rich source of information that can be transformed to help Questera's models understand patterns in user behavior, predict outcomes, and power your personalization initiatives. Once events are ingested into Questera, they are used to create aggregations which are relevant for: Events generated on the client are ingested in the Questera's system to create aggregations (e.g. number of logins per week, products viewed last month, etc) on top of them, which are then used for: * Qualification Criteria: Define rules to determine which users should receive a treatment and which should not. * Content Personalization: Tailor treatment content by dynamically inserting specific attributes into the messaging. * Enhanced Treatment Selection: Use user attributes to guide the model in selecting the most appropriate treatment for the user. * Machine Learning Features: Features are measurable characteristics of data that are used by the model to make predictions. Think of these as the input variables that help the model understand and learn patterns in the data. **How to structure your events for ingestion** The event data that's ingested into Questera has the following structure: ### **User attributes** Questera's typical engagement removes all the heavy lifting that comes with the data integration. Your teams are only required to share your relevant tables and our internal deployment teams will do all the transformation required to ingest this data into Questera's system. Background User attributes are characteristics or qualities that define and describe a user. These attributes are crucial for personalizing the user experience and enabling targeted treatment recommendations to enhance the overall model impact. Some common user attributes include: * Demographic information: Age, gender, location, income, education level, etc. * Behavioral information: App usage history, frequency of use, preferred features, etc. * Psychographic information: Personality traits, interests, values, etc. * Technical information: Device type, operating system, browser, etc. User attributes can be collected through a variety of methods, such as surveys, questionnaires, and app analytics. **How Questera uses user attributes** User attributes can be leveraged in several ways to improve the user experience: * Qualification Criteria: Define rules to determine which users should receive a treatment and which should not. * Content Personalization: Tailor treatment content by dynamically inserting specific attributes into the messaging. * Enhanced Treatment Selection: Use user attributes to guide the model in selecting the most appropriate treatment for the user. Machine Learning Features: Features are measurable characteristics of data that are used by the model to make predictions. Think of these as the input variables that help the model understand and learn patterns in the data.
**User Properties** User properties are attributes and characteristics associated with individual users in your application. 1. understand user behavior and associate patterns with other users 2. Segment your audience 3. personalize experiences and messaging copy. This documentation outlines common user properties and their usage. This is just a comprehensive list of all possible user properties. You can share whatever data is available in your system and is applicable as per your use-cases.
### Core User Properties Identification Properties * user\_id: Unique identifier for the user (e.g., "usr\_12345") * anonymous\_id: Temporary identifier for users before they sign up (e.g., "anon\_789xyz") * notification\_token: Notification token of the user for push Profile Information * full\_name: Complete name (e.g., "John Doe") * username: Chosen username (e.g., "johndoe123") * language: Preferred language (e.g., "en-US") * timezone: User's timezone (e.g., "America/New\_York") Demographics * gender: User's gender (e.g., "female", "male", "non-binary") * country: Country of residence (e.g., "United States") * city: City of residence (e.g., "San Francisco") ### Account Properties Subscription Data * plan\_name: Current subscription plan (e.g., "premium", "basic", "enterprise") * plan\_price: Price of current plan (e.g., 99.99) * billing\_interval: Billing frequency (e.g., "monthly", "annual") * trial\_end\_date: When free trial expires (e.g., "2024-02-15") * subscription\_status: Current status (e.g., "active", "canceled", "past\_due") Account Status * account\_type: Type of account (e.g., "individual", "business") * account\_status: Current standing (e.g., "active", "suspended", "deleted") * created\_at: Account creation date (e.g., "2023-01-15T10:30:00Z") * last\_login\_at: Most recent login timestamp * is\_verified: Email verification status (e.g., true/false) ### Behavioral Properties Engagement Metrics * login\_count: Number of times logged in (e.g., 42) * last\_active\_at: Last activity timestamp * total\_sessions: Total number of sessions * average\_session\_duration: Average time per session (in minutes) Transaction Data * lifetime\_value: Total revenue from user (e.g., 599.99) * total\_purchases: Number of completed purchases * last\_purchase\_date: Date of most recent purchase * average\_order\_value: Average spending per order * payment\_method: Preferred payment method (e.g., "credit\_card", "paypal") ### Industry-Specific Properties **E-commerce Properties** * cart\_value: Current shopping cart total (e.g., 129.99) * abandoned\_cart\_count: Number of abandoned carts (e.g., 3) * favorite\_categories: Array of preferred shopping categories (e.g., \["electronics", "fashion"]) * last\_viewed\_products: Array of recently viewed product IDs * shipping\_addresses: Array of saved delivery addresses * preferred\_payment\_methods: Array of saved payment methods * wishlist\_count: Number of items in wishlist * return\_rate: Percentage of returned items (e.g., 2.5) * average\_order\_frequency: Days between purchases (e.g., 45) * loyalty\_points: Current reward points balance (e.g., 500) * vip\_tier: Loyalty program level (e.g., "gold", "platinum") * lifetime\_value: (users total lifetime value) * currency: (users transaction currency)
**Gaming Properties** * player\_level: Current game level (e.g., 42) * total\_playtime: Time spent in game (in hours) * current\_rank: Competitive ranking (e.g., "diamond") * achievement\_count: Number of completed achievements * preferred\_game\_modes: Array of favorite modes (e.g., \["battle\_royale", "team\_deathmatch"]) * in\_game\_purchases: Total spent on virtual items * active\_character: Current character/class being used * win\_rate: Percentage of games won * last\_match\_played: Timestamp of last game session * inventory\_items: Array of owned virtual items * friend\_count: Number of in-game friends * preferred\_server: Default game server region
**Food Delivery Properties** * dietary\_preferences: Array of dietary requirements (e.g., \["vegetarian", "gluten-free"]) * favorite\_cuisines: Array of preferred cuisine types (e.g., \["italian", "thai"]) * average\_order\_size: Typical number of items per order * delivery\_address\_count: Number of saved addresses * order\_frequency: How often they order (e.g., "weekly") * favorite\_restaurants: Array of frequently ordered restaurant IDs * last\_cuisine\_ordered: Type of food in last order * delivery\_instructions: Special delivery notes * meal\_preferences: Preferred meal types (e.g., \["lunch", "dinner"]) * group\_order\_frequency: How often they place group orders * review\_count: Number of restaurant reviews submitted * average\_rating: Average rating given to restaurants ### Custom Properties **Marketing Data** * acquisition\_source: How user found you (e.g., "google\_ads", "referral") * acquisition\_campaign: Specific campaign (e.g., "summer\_2024") * email\_subscription: Newsletter status (e.g., true/false) * marketing\_preferences: JSON object with communication preferences ### Event Properties Event properties capture user interactions and activities within your application. Unlike user properties (which describe who users are), event properties describe what users do. This documentation outlines how to structure and use event properties effectively. **Core Event Structure** Each event in the system follows this data model: | Property | Type | Required | Description | | ------------------- | --------- | -------- | -------------------------------------------------- | | contact\_id | String | Yes | A unique user identifier | | timestamp | Timestamp | Yes | When the event happened in UTC | | event\_name | String | Yes | Name corresponding to the triggered event | | event\_instance\_id | String | No | Unique identifier for this specific event instance | | metadata | JSON | No | Additional contextual data about the event | ### Common Event Types **Navigation Events** Events that track how users move through your application: * page\_viewed * Metadata: * page\_name: Name of the page (e.g., "homepage", "product\_detail") * page\_url: Full URL of the page * referrer\_url: Where the user came from * session\_id: Current session identifier * feature\_accessed * Metadata: * feature\_name: Name of accessed feature (e.g., "search", "filters") * feature\_location: Where in the app the feature appears **Transaction Events** Events that track commerce and financial activities: * product\_viewed * Metadata: * product\_id: Unique product identifier * product\_name: Name of the product * product\_category: Category of the product * product\_price: Current price * currency: Currency code (e.g., "USD") * product\_added\_to\_cart * product\_added\_to\_cart * Metadata: * product\_id: Product identifier * quantity: Number of items added * variant\_id: Product variant (if applicable) * cart\_id: Current cart identifier * cart\_value: New total cart value * checkout\_started * checkout\_started * Metadata: * cart\_id: Cart identifier * cart\_value: Total value * item\_count: Number of items * coupon\_code: Applied discount code (if any) * order\_completed * Metadata: * order\_id: Unique order identifier * order\_value: Total value of order * payment\_method: Method used (e.g., "credit\_card", "paypal") * shipping\_method: Chosen shipping option * products: Array of purchased product IDs * quantities: Array of quantities (corresponding to products) ### Messaging Events Events that track communication and notification activities: * message\_sent * Metadata: * message\_id: Unique identifier for the message * message\_type: Type of message (e.g., "text", "email", "push") * recipient\_id: ID of the recipient * template\_id: If using a template, the template identifier * campaign\_id: Associated marketing campaign (if applicable) * message\_delivered * message\_delivered * Metadata: * message\_id: Message identifier * delivery\_timestamp: When message was delivered * delivery\_status: Status (e.g., "delivered", "failed") * message\_opened * Metadata: * message\_id: Message identifier * open\_timestamp: When message was opened * device\_type: Device used to open (e.g., "mobile", "desktop") * message\_clicked * message\_clicked * Metadata: * message\_id: Message identifier * link\_id: Identifier for the specific link * link\_url: Target URL * click\_timestamp: When click occurred ### Engagement Events Events that track how users interact with content: * content\_viewed * Metadata: * content\_id: Content identifier * content\_type: Type of content (e.g., "article", "video") * category: Content category * duration: Time spent viewing (seconds) * video\_played * Metadata: * video\_id: Video identifier * video\_title: Video title * duration: Length of video in seconds * play\_position: Starting position in seconds * quality: Selected video quality
### Account Events Events tracking user account activities: * user\_registered * Metadata: * registration\_method: How they signed up (e.g., "email", "google") * referral\_source: Where they came from * initial\_plan: Selected plan (if applicable) * user\_logged\_in * video\_played * Metadata: * login\_method: Authentication method used * device\_type: Type of device used * app\_version: Application version # Connect Data & Models Before you can create segments in Simon you need data with which to segment. Likewise, before you can create any content-rich campaigns, you'll want data to populate that content. Fortunately, you can get started immediately bringing data into Simon; no engineering necessary. ### Create a new Dataset * Each dataset is associated with a unique set of fields, and no two datasets can be associated with a field with the same name * You can't delete a field after you save your dataset. You Client Success Manager must do this. Be sure to pre-plan your dataset before creating it. * If you want to work directly from a .csv upload, see Target contacts immediately. ### Some considerations before you create a dataset ### Step one: choose your dataset details 1. From the left navigation, click **datasets**. 2. Click **Create Dataset**. 3. Choose a dataset type then click **next**. Depending on your choice, you're presented with a few more details: 4. Name your dataset; choose something new and unique for future organization. 5. Pick a source, either a SQL query you'll write that Simon will run against your database *or* a .csv upload. 6. Pick the one identifier you will use in your dataset. If you're using more than one identifier in an upcoming segment, you need to create multiple identity datasets then use all of them in your segment. 7. Click **Start**. 8. Under **Database Schema**, choose a database that contains your fields. 9. Next, you need to either write the SQL query that Simon will run against your database *or* upload a file, depending on what you selected in step 5. #### Option one: choose fields via SQL Query 10. Write the SQL that Simon will run against your database: * **Editor**: write the SQL that Simon will run against your database * **Fields**: See Configure Fields * **Versions**: View all versions of this query including author and creation date and time * **Executions**: View all run details (date, time, execution length, rows returned) Continue to Configure Fields #### Option two: choose fields via .csv 10. Click **Choose CSV** then navigate to your file, **highlight**, and click **Upload**. * If your CSV contains headers, check **CSV already contains headers** to indicate this. * You can also override your existing headers here; click **CSV already contains headers** so that they are excluded during ingestion *and* also enter new names under **Headers**. * If your file has no headers, manually enter the header names, which will become the field names within Simon. Note that these must be **alphanumeric**, **uncapitalized** strings. [
](https://docs.simondata.com/edit/create-a-dataset)Continue to Configure fields ### Step two: configure fields All fields require a data type for the Simon model. The following types are supported: * boolean * currency * float * integer * positive integer * big integer * string (< 255 characters) * text (255 characters) * date * rate * set When choosing a data type, consider the different operators that you'll need later (e.g. ‘greater than’ for integers, ‘contains’ for strings). In some cases how the field is saved in your database will differ from how it is saved in Simon. For example, while an order ID may be an integer in your database, it may make more sense to save it as a string in Simon since you won't be using any arithmetic operators. #### For Contact Data datasets The fields in a Contact Data dataset can be used in segmentation, campaign content, or both. You must specify the purpose of each field. If the field is to be used for segmentation, select **Condition**. Condition ensures the field appears for use in the segment builder, and without this button activated the field cannot be used for segmentation. If selected, the field must have a display name for display in the builder. Once used as a condition in segmentation, a field is always a condition. This ensures existing segments that rely on the field are not disrupted. If the field is to be used as content, select the **Content** button. Content ensures the field is available for use in custom context during flow creation. No further validations are needed, and, like a condition, a content field stays a content field for its lifetime. See [Contact Data datasets](https://docs.simondata.com/docs/contact-data-datasets) for more detail. #### For Contact Object datasets All fields in Contact Objects are used in both segmentation and campaign content. You do not need to specify the purpose of each field. See [Create a new Contact Event or Object Dataset](https://docs.simondata.com/docs/create-a-new-contact-event-or-object-dataset) for additional configurations. #### For Contact Event datasets These datasets can be used for Segmentation and Results. If the dataset is marked for Results, see [Create Results](https://docs.simondata.com/docs/creating-results). If the dataset is marked for Segmentation / Unified Contact View, all fields are used in both segmentation and campaign content. You do not need to specify the purpose of each field. See [Create a new Contact Event or Object Dataset](https://docs.simondata.com/docs/create-a-new-contact-event-or-object-dataset) for additional configurations. #### Note on implied null values In some cases null values are unavoidable. However it is often the case that a null value implies useful information. For example, a contact without any purchases may return null as their total purchased amount, but it can be implied that their total purchased amount is $0. Simon Data supports implied values that have different defaults based on data types: These implied values can be overridden on a per-field basis. To do so, please contact your Client Solutions Manager. ### Step three: validate 11. Click **Validate**. This will check that the dataset is ingestible by Simon and, if so, return a small sample. Correct any validation errors if necessary (see [Dataset Validation](https://docs.simondata.com/docs/dataset-validation)). 12. If the dataset is valid, click **Save** to create it. At this point, the dataset will not be ingested by the Simon data pipe, but you may leave the page and come back to continue working on it. The Dataset is now in the develop status (see [Dataset Lifecycle](https://docs.simondata.com/docs/datasets#dataset-lifecycle)). * To make the dataset live and begin ingesting data, navigate to the **Configure** tab. * Fill in field information (see Field Configuration) * Double check the field names are acceptable * Click **Commit**. This will create the new fields and associate them with the dataset. # Connecting an external data source This is perfect if your data already lives in other tools and you want it to automatically stay updated in Questera. **Step-by-Step:** 1. **Log in to Questera**\ Start by logging in using your credentials. You’ll land on your main dashboard.
2. **Go to the Navigation Bar**\ Look to the left and find the main navigation bar.
3. **Click on “Datasets”**\ This is where all your data lives in Questera.\ \
4. **Click “Add New Data Source”**\ On the top-right, you’ll see a button to “Add New Data Source.” Click that.\ \
5. **Choose Your Dataset Type**\ You’ll be asked what kind of dataset you're adding—this helps Questera organize and understand your data better. Examples: user, event, Transactions etc.\ \
6. **Click “Create”**\ Once you've selected your type, hit the “Create Now” button.
7. **Pick a Popular Source**\ You’ll now see a list of tools Questera can connect with—like Segment, Mixpanel,snowflake etc. Click on the one you want to integrate.\ \
8. **Enter Connection Details**\ You’ll be asked to enter a few required details like an API key, login, or service account—whatever’s needed to connect that specific tool.\ \
9. **Done!**\ If everything checks out, Questera will confirm that the connection was successful. Your data will now flow in and stay synced.\ \
# Uploading your own file This is great for quick one-off uploads—like a list of leads, survey responses, or exported reports.
**Step-by-Step:** 1. **Log in to Questera**\ Start by logging in using your credentials. You’ll land on your main dashboard.
2. **Go to the Navigation Bar**\ Look to the left and find the main navigation bar.
3. **Click on “Datasets”**\ This is where all your data lives in Questera.
4. **Click “Add New Data Source”** \ On the top-right, you’ll see a button to “Add New Data Source.” Click that.
5. **Click “Upload CSV”**\ If you don't want to connect a source, you’ll see an option to “Upload CSV” on the top left Click on it.\ \
6. **Drop Your File or Click to Browse**\ You can drag your file into the upload area or click to browse and select it from your computer.\ \
7. **Map the Properties**\ This is important: tell Questera what each column means by mapping it to a property (e.g., "email", "signup\_date", "campaign\_name"). This helps the system understand your data for better usage later.\ \
8. **Complete the Upload**\ Once everything’s mapped, click import data, Questera will confirm that your data has been added. \
5. **Done!**\ Your dataset is now available for use in dashboards, campaigns, or AI workflows.

\
# Data Sources # Snowflake ## Snowflake credential requirements Snowflake allows for cross account data access via secure [data shares](https://docs.snowflake.net/manuals/user-guide/data-sharing-intro.html) and Simon takes advantage of this capability so you can share the required schemas, tables and fields directly into your Simon account. Start by setting up a [secure data share in Snowflake](https://docs.snowflake.net/manuals/user-guide/data-sharing-gs.html), then: 1. Create a `share` using the `accountadmin` role. 2. Add `objects` to the share by granting privileges. 3. Add Simon's Snowflake account to the newly created share.

# Amazon Redshift ## Configure in Redshift 1. For **Questera AI** to integrate with Amazon Redshift, create a user and password via the [CREATE USER command in Amazon Redshift](https://docs.aws.amazon.com/redshift/latest/gsg/t_adding_redshift_user_cmd.html) that **Questera AI** Data can use to connect: `create user simondata password ''` 2. Grant **Questera AI** select privileges on the appropriate table, schema, or database that we will need to extract from: `grant select on to` **Questera AI** ## Configure in Questera AI 1. As an *admin*, expand **Admin Center** then click **Integrations**. 2. Scroll down to **Redshift**. 3. Click **Add**. 4. Enter your **host**, **port**, **database**, **user** (the username you created specific to Simon in Redshift itself), and **password**. 5. Click **Save Changes** Successful connections display **Connected** in Green. # Google BigQuery ## Create a connection Ensure that you have a working [connection](https://cloud.google.com/bigquery/docs/connections-api-intro). Connections are [type-specific](https://cloud.google.com/bigquery/docs/connections-api-intro#connection_types) and depend on the connected external data source. Enable the BigQuery Connection API. Ensure that you can view a [list of service accounts in your project](https://cloud.google.com/iam/docs/service-accounts-list-edit#listing). BigQuery creates and uses a [service account](https://cloud.google.com/iam/docs/service-agents) to connect to your external data source. When you create a connection, a [Google Cloud–managed Identity and Access Management (IAM) service account](https://cloud.google.com/iam/docs/service-account-types#google-managed) is created on your behalf. To view the service account attached to a particular connection, [view the connection details](https://cloud.google.com/bigquery/docs/working-with-connections#view-connections). You'll need to provide us with your: * `Project Name` * `Service Account Credentials` in JSON ## Credential Requirements Questera AI requires these [permissions](https://cloud.google.com/bigquery/docs/access-control#bq-permissions) to execute BigQuery extracts: * BigQuery Data Viewer * BigQuery User * BigQuery Job User ## Configure in Questera AI You can test the connection to ensure the credentials were entered properly and are working. An error message will appear if the credentials are not working properly, with some hints as to why we may not be able to connect. # Microsoft Azure ## Microsoft Azure credential requirements For Questera AI to integrate with Microsoft Azure, [you need to first create a user and password ](https://azure.microsoft.com/en-us/blog/adding-users-to-your-sql-azure-database/)for Questera AI to connect with. ## Test You can test the connection to ensure the credentials were entered properly and are working. An error message will appear if the credentials are not working properly, with some hints as to why we may not be able to connect. # CSV A list is a file containing identifiers for existing contacts that can be imported into your account and targeted immediately. **Each identifier must be associated with an existing contact in your Questera AI account.** ## Use Cases There are a few ways to upload data into Questera AI via a .csv and it’s important to know the differences between them so you can quickly get what you need out of the platform. **My CSV has a list of emails with other fields that I would like to use for segmentation and/or personalization.** * The CSV can be uploaded as a [contact dataset](https://docs.simondata.com/reference/docs/contact-data-datasets) with the option to source the data from an upload instead of a database. * The additional fields will need to be named and set for use as condition and/or content (segmentation and/or personalization). * This option will require a full refresh before it becomes available for use. **My CSV has a list of emails with no other fields and I would like to use it in segmentation alongside existing fields or segments (e.g. suppression).** * When [creating a dataset](https://docs.simondata.com/reference/docs/create-a-dataset), choose **Contact Segment**. * This will require a refresh to use. * When in the [segment](https://docs.simondata.com/reference/build-a-segment) builder, search for *customer segment* and your new dataset will be in the drop down that appears. * This is best used for suppression groups. **My CSV has a list of emails with no other fields and I would like to use it in segmentation but do not need to mix it with other criteria.** * The quickest way to target an audience from a CSV is the [list upload feature](https://docs.simondata.com/reference/contact-data-datasets). This allows you to upload a list of emails and make them available for segmentation in just a couple of minutes, instead of having to wait for a refresh. However, it cannot be mixed with any non list-upload segmentation criteria so you will only be able to use the CSV as your audience for taking actions. * Note: Emails must be present in **Questera AI** already. **My CSV does not have a list of contact information.** * A [lookup table](https://docs.simondata.com/reference/getting-started-with-lookup-tables) is likely the route we will go here. Contact your account manager for alternative workflows. # ESP (Email Service Provider) Questera AI offers robust integrations with various email service providers, enabling seamless data ingestion for enhanced marketing insights. By extracting historical email data, Questera AI t empowers marketers to perform detailed segmentation based on send, open, and click aggregates. This allows you to target specific audiences, such as users who have never opened an email, those who have never clicked, or those who have received more than 10 messages. Additionally, Questera AI tracks email unsubscribe status and ESP list membership, helping you segment users and analyze unsubscribe rates effectively. While capabilities vary depending on the provider, Questera AI ensures comprehensive support for optimizing your email marketing strategies through precise data-driven insights. Explore our integrations for more detailed information on the specific functionalities available with each provider. # CRM Questera AI offers powerful CRM integration through our Salesforce module, providing highly customizable solutions for managing customer relationships and enhancing your marketing efforts. This integration allows you to utilize advanced segmentation filters and access key statistics, including lead source, opportunity stage, most recent activity date, and deal size. By leveraging these insights, you can tailor your strategies to engage effectively with prospects and customers at every stage of the sales funnel. Questera AI's CRM capabilities enable businesses to optimize their sales processes and drive growth by delivering personalized experiences based on comprehensive customer data. For more information on our CRM integration capabilities and module pricing, please contact us. # Configure Models #### 1. **Overview** The AI Model Configuration feature within **Questera AI** allows users to configure and deploy various AI models, including Cohere, GPT (Generative Pre-trained Transformer), Claude, Anthropic, and Gemini, to meet their specific business needs. This feature provides a flexible interface for selecting and fine-tuning these models, enabling users to leverage cutting-edge AI technologies for a variety of tasks such as natural language processing (NLP), sentiment analysis, predictive analytics, and more. #### 2. **Objective** To provide users with a robust, user-friendly platform for configuring, deploying, and managing multiple AI models. The goal is to enable businesses to seamlessly integrate advanced AI capabilities into their workflows, allowing for tailored solutions that address specific use cases across different industries. #### 3. **Key Features** **3.1 Model Selection Interface** * **Description:** A user-friendly interface that allows users to select from a range of AI models including Cohere, GPT, Claude, Anthropic, and Gemini. * **Functionality:** * Dropdown or selection menu to choose the desired AI model. * Brief descriptions and use cases for each model to help users make informed decisions. * Comparison tool to evaluate the strengths and weaknesses of each model based on specific criteria (e.g., language understanding, data handling, response accuracy). **3.2 Custom Configuration Options** * **Description:** Advanced configuration settings for fine-tuning each AI model to match specific business requirements. * **Functionality:** * Parameter adjustment tools (e.g., temperature, max tokens, learning rate) to customize model behavior. * Pre-configured templates for common use cases such as chatbots, content generation, sentiment analysis, etc. * Options to upload custom training data or integrate with existing data sources for personalized model training. **3.3 Multi-Model Deployment** * **Description:** Support for deploying multiple AI models simultaneously, enabling complex workflows that require different models for different tasks. * **Functionality:** * Workflow builder to orchestrate tasks across multiple models, allowing for seamless integration. * Real-time switching between models based on task requirements (e.g., use GPT for content generation and Cohere for sentiment analysis). * Logging and monitoring tools to track model performance and optimize workflow efficiency. **3.4 Performance Monitoring and Analytics** * **Description:** Comprehensive tools to monitor the performance of deployed AI models and gather insights for continuous improvement. * **Functionality:** * Real-time dashboards displaying key performance metrics (e.g., response time, accuracy, user engagement). * AI-driven insights and recommendations for improving model performance based on usage data. * Alerts and notifications for potential issues such as model drift or declining accuracy. **3.5 Integration with Existing Systems** * **Description:** Seamless integration with existing CRM, marketing automation, and analytics platforms to enhance business processes with AI capabilities. * **Functionality:** * API connectors for easy integration with third-party systems and data sources. * Data synchronization tools to ensure consistency across platforms. * Customizable integration scripts for specific business needs. # Open AI #### 1. **Overview** The "OpenAI Configuration" feature within **Questera AI** allows users to seamlessly configure, integrate, and deploy OpenAI's models, such as GPT (Generative Pre-trained Transformer), into their business workflows. This feature provides an intuitive interface for fine-tuning and customizing these models to align with specific business needs, enabling users to leverage OpenAI’s advanced AI capabilities for tasks like natural language processing, content generation, customer support automation, and more. #### 2. **Objective** To offer users a comprehensive platform that simplifies the configuration and deployment of OpenAI models, ensuring that businesses can easily integrate advanced AI capabilities into their existing systems. The goal is to enhance productivity, personalization, and automation across various use cases by leveraging the power of OpenAI's models. #### 3. **Key Features** **3.1 Model Selection and Setup** * **Description:** A user-friendly interface that allows users to select from various OpenAI models, such as GPT-3, GPT-4, or future releases. * **Functionality:** * Dropdown menu to choose the desired OpenAI model. * Model descriptions and recommended use cases to guide user selection. * Option to view and compare different models based on parameters like size, speed, and accuracy. **3.2 Custom Configuration Options** * **Description:** Advanced settings to customize the behavior of the selected OpenAI model according to specific business requirements. * **Functionality:** * Adjustable parameters such as temperature, max tokens, top\_p, and frequency penalties to control the model’s output. * Pre-configured templates for common use cases (e.g., customer support, content generation). * Option to input custom prompts or datasets to fine-tune the model for specific tasks. **3.3 API Integration** * **Description:** Seamless integration of OpenAI's API into Questera AI's platform, allowing for easy deployment and interaction with the model. * **Functionality:** * API keys and authentication management within the platform. * Integration with existing systems (CRM, CMS, marketing tools) to automate tasks such as content creation, customer interactions, and data analysis. * Real-time API monitoring to ensure smooth operation and quick troubleshooting. **3.4 Real-Time Testing and Debugging** * **Description:** Tools to test and debug the OpenAI model configuration in real-time before full deployment. * **Functionality:** * Interactive console to run test queries and review outputs directly within **Questera AI**. * Debugging tools to refine model prompts and configurations based on test results. * Preview feature to simulate how the model will perform in a live environment. **3.5 Performance Monitoring and Analytics** * **Description:** Comprehensive monitoring and analytics tools to track the performance of the deployed OpenAI models. * **Functionality:** * Dashboards displaying key performance metrics such as response time, accuracy, and user engagement. * AI-driven insights and suggestions for optimizing model performance based on real-world usage data. * Alerts and notifications for any performance issues or anomalies detected. **3.6 Security and Compliance** * **Description:** Ensuring that all interactions with OpenAI models comply with security and data privacy regulations. * **Functionality:** * Secure API communication with encryption and access controls. * Compliance with GDPR, CCPA, and other relevant data protection standards. * Regular audits and security updates to maintain a high level of protection for all data processed by the model. # In-App Events
**In-App Events** are the foundation of behavioral tracking within your product. These are **custom events** that get triggered whenever a user performs a specific action—like signing up, clicking a button, watching a video, making a purchase, or completing a transaction. Questera allows you to define and track these events in detail, giving you real-time visibility into how users interact with your product or app. You can use these events to trigger personalized flows, segment users, or measure conversions across different stages of the user journey. What makes it powerful is the ability to **enrich events with properties** (like plan type, price, time spent, etc.) so you can gain deep, contextual insights. These in-app events feed into your dashboards, workflows, and campaigns—making them essential to building tailored and intelligent user experiences. # How to Create In-App Events 1. **Login to Questera** 1. Head over to the [Questera ](https://www.questera.ai/) login page. 2. Enter your credentials and log in to your dashboard.
2. **Navigate to the ‘Track & Measurements’ Section** 1. Once inside the dashboard, look at the left-hand navigation bar. 2. Scroll down and click on **Track & Measurements** to expand it
3. **Click on ‘In-App Events’** 1. Under the expanded menu, you'll see a subheading called **In-App Events or simply Events.** 2. Click on it to open the main event tracking screen.
4. **Click on ‘Create an Event’** 1. On the top-right corner of the Events screen, you'll find a button labeled **Create an Event.** 2. Click this button to begin setting up a new in-app event.
5. **Fill Out Event Details** 1. You’ll be taken to a new screen titled **Create an In-App Event.** 2. Fill in the following fields: 1. **Event Name**: A short, descriptive name (e.g., video\_watched, checkout\_complete). 2. **Event Frequency**: Define how often this event can occur (e.g., once per session, multiple times, etc.). 3. **Description**: Provide a meaningful explanation of what this event tracks and why it matters. 4. **Source**: This is usually auto-filled by Questera and shows where the event is being captured from (e.g., Web, Mobile, Backend). 5. **Event Schema** : Add additional details or properties that accompany the event (e.g., video\_id, purchase\_amount).
6. **Click ‘Save and Publish’** 1. Once everything is filled out, hit the **Save and Publish** button. 2. Your event is now live and will start tracking user actions based on your configuration.
7. **Manage Your Events** 1. Back on the main In-App Events page, you’ll see your newly created event listed. 2. Each event will show its name, status (active/inactive), and other metadata. 3. If needed, you can even **edit or delete** the event.
# Webhook & Alerts
The **Webhook & Alerts** section allows your system to **communicate instantly** with other tools, apps, or stakeholders whenever something important happens. A **webhook** acts like a real-time notification system that sends data from Questera to another system (like Slack, CRMs, internal dashboards, or custom apps) the moment an event is triggered. For example, if a user completes a high-value action (like a payment or upgrade), you can configure a webhook to immediately alert your sales or ops team via Slack or send the data to your backend. These alerts can also be condition-based—meaning you can define rules for when to send them and who should receive them. This enables **faster reactions, better support**, and smooth coordination between teams and tools. It’s like automating the “heads-up” across your entire workflow infrastructure. # How to create and manage Webhook & alters #### Step-by-Step Instructions 1. **Login to Questera** * Open Questera and log in using your credentials to see the dashboard.
2. **Navigate to ‘Track & Measurements’** * On the left-hand navigation bar, scroll down to find **Track & Measurements.** * Click to expand it.
3. **Select ‘Webhook & Alerts’** * Under the **Track & Measurements** section, you’ll see a sub-heading called **Webhook & Alerts.** * Click on it to open the main **Webhook & Alerts** page.
4. **Click on ‘Add a Alert’** * At the bottom of the Webhook & Alerts page, you’ll find a button labeled **“create a Alert”** * Click this button to start setting up a **new Alert.**
5. **Fill Out Webhook Details** * You’ll land on the Webhook & Alerts configuration page. * Here’s what you need to do: * **Name:** Give your alert a descriptive name (e.g., New Purchase Alert, High-Value User Alert) * **Alert Type:** Choose the type of alert you want to create * **Destination & Links:** Enter the URL or endpoint where Questera should send the data when the alert is triggered (for example, a webhook URL, Slack channel link, or an email address).
6. **Select Fields** * Choose the **specific data fields** you want to include in your alert * These fields come from the campaign you select and help you customize the information that will be sent in the alert.
7. **Customize Your Alert Message** * Write the message that should be sent when the alert is triggered. * You can include placeholders for the selected fields (e.g., “A new purchase of ${{purchase\_amount}} was made by {{user\_name}}.”).
8. **Add Conditions** * To make your alerts more specific, you can add conditions.
9. **Click ‘Save this Automation’** * Once everything is set, **hit Save this Automation** to publish your Webhook & Alert.\
10. **Manage Your Alerts** * After saving, your alert will appear on the Webhook & Alerts page.\
* You can see its name, status, and other details. * If you ever need to remove an alert, you can **delete the alert** when needed.

# User Attributes
User Attributes are **specific characteristics or traits** associated with each user in your system. Think of them like labels or tags that describe users—such as name, age, email, subscription plan, last login, country, preferred language, or even custom attributes like “is\_premium\_user” or “referral\_source.” Questera allows you to define and track these attributes dynamically, either through your integrations or manual updates. These attributes play a crucial role in **audience segmentation**, **workflow targeting**, and **personalized communication**. For example, you can build a flow that sends a retention message to users who haven’t logged in for 7 days and are on a free plan. They also help enrich event tracking and analytics dashboards by adding deeper meaning to user behaviors. # How to create a user attribute #### Step-by-Step Guide 1. **Login to Questera** * Head over to the **Questera** and log in with your credentials to see the dashboard
2. **Navigate to ‘Track & Measurements’** * In the left-hand Nav bar, find **Track & Measurements.** * Click to expand it.\
3. **Select ‘User Attributes’** * Under Track & Measurements, click on **User Attributes.** * This will take you to the main User Attributes page, where you’ll see any existing attributes listed.
4. **Click on ‘Add New User Attribute’** * Look for the **"Add User Attribute"** button, usually at the top right side of the page. * Click it to start creating a new attribute.\
5. **Choose Your Attribute Type** * A pop-up window will appear asking whether you want to create a user attribute based on an event (like a user action) or an independent attribute (a static trait that doesn’t rely on any event). * Select the option that fits your needs.\
6. **Fill Out the User Attribute Details** * You’ll now see the Create User Attribute page. Here’s what to fill in: * **User Attribute Title:** Give your attribute a meaningful name (e.g., Loyalty Tier, Preferred Language, or Onboarding Status). * **Attribute ID:** This is a unique identifier for your attribute, used internally (e.g., loyalty\_tier or preferred\_language). * **User Attribute Description:** Add a short description explaining the purpose of this attribute (e.g., "Tracks the user's loyalty status based on purchases"). * **Data Details:** * **Data Type:** Choose the format for this attribute, such as: * String (text) * Number * Boolean (true/false) * Date * List/Array * **Default Value:** Set a default value for this attribute, which applies if no data is available (e.g., "Basic" for Loyalty Tier, or "English" for Language).\
7. **Save and Publish** * Once you’ve filled out all the details, click **Save and Publish** to finalize your User Attribute. * Your attribute will now be available for use across campaigns, conditions, and user segments.
8. **Manage Your User Attributes** * Back on the main User Attributes page, you’ll see your newly created attribute listed along with others. * If you ever need to remove an attribute, just click on it and select Delete option.

# Feature Flags Feature Flags are powerful tools that help **control the release of specific product features** to different user groups—without writing new code or deploying new builds. With Questera, you can create and manage feature flags to **enable, disable, or test features** for specific segments of users based on their behavior, plan, geography, or any other attribute. Let’s say you’ve built a new onboarding experience. Instead of rolling it out to everyone, you can first expose it only to 10% of new users, gather feedback, and gradually roll it out further based on performance. This makes experimentation safer, releases smoother, and product development more agile. Feature flags also support **A/B testing**, progressive rollouts, and quick rollbacks—giving you maximum flexibility and control. # How to add a feature flag #### Step-by-Step Guide 1. **Login to Questera** * Visit the Questera and log in with your credentials.
2. **Navigate to Feature Flags** * On the left-hand Nav bar, scroll down to find Track & Measurements. * Click to expand the section.
* Then click on Feature Flag to open the Feature Flags page.
\ \ **3. Click on Add Feature Flag** * On the right side of the Feature Flags page, you’ll see a button labeled **Add Feature Flag**. * Click it to start the process of creating a new feature flag.\
#### 4. Select the Feature Flag Template * A pop-up will appear, asking you to choose the type of Feature Flag you want to create: * **Kill Switch:** A simple ON/OFF toggle (Boolean flag) that enables or disables a feature globally. Think of it like a safety switch—either the feature is live (true) or completely off (false). * **Custom:** A more flexible flag where you can define additional rules or attributes. Ideal for targeting specific user segments, A/B tests, or gradual rollouts. * Select the template that suits your use case by clicking on it.
#### 5. Configure the Feature Flag **If you select Kill Switch:** * You’ll be taken to the Create Kill Switch Feature Flag page. * Fill in the details. * **Feature Flag Name:** Give your flag a clear and descriptive name (e.g., "New UI Rollout" or "Emergency Kill Switch"). * **Description:** Briefly describe what this flag controls (e.g., "Disables the new checkout flow for all users"). * **Targeted Element:** Specify which part of the system or app this flag will impact (e.g., a button, page section, or API). * **Element Content:** Add details about what the feature does, if needed. * **Tags:** Organize your flag with relevant tags for easy searching * **Status:** Set the initial status of the flag: * Enabled (True): The feature is ON. * Disabled (False): The feature is OFF. * Once done, click **Save and Publish.**\
**If you select Custom:** * You’ll be taken to the **Create Custom Feature Flag page.** * Here’s what you’ll need to fill: * **Feature Flag Name:** Name your flag (e.g., "Homepage Variant A"). * **Flag Description:** Add a brief description about the flag’s purpose. * **Tags:** Assign relevant tags (e.g., "A/B Test", "New Feature"). * After filling in the details, click **Save and Publish.**\
#### 6. Manage Your Feature Flags * After saving, your Feature Flag will be visible on the main Feature Flags page. * If you need to delete a flag, simply click on the flag and choose Delete.\

# Counters
Counters help you **measure the frequency or count of user actions** or events over time. Think of them as running totals or rolling windows that track how many times a user has done something—such as “Number of logins in the last 7 days” or “Videos watched this month.” These counts can be real-time, time-bound, or cumulative. Counters are especially useful when you want to **set thresholds for actions** or trigger conditional workflows. For example, if a user has watched more than 5 videos in the last week, you can push them a “You’re on a roll!” message, or if someone has raised more than 3 support tickets in a day, you can alert your support team. With Questera’s counter system, you can personalize journeys based on not just actions—but their **volume and intensity**. # How to create and manage counter #### Step-by-Step Guide #### Login to Questera * Head over to the Questera and log in with your credentials. #### Navigate to Counters * On the left-hand Nav bar, look for Track & Measurements. * Click to expand the section. * Then, select Counters to open the Counters page.\
#### Click on Create a Counter * On the right side of the Counters page, you’ll see a button labeled Create a Counter. * Click it to start creating a new Counter.\
#### Choose the Type of Counter A pop-up will appear with the heading Add Your Type of Counter. Here, you have two options: * **Independent Counter:** A standalone counter that tracks a value independently, not tied to any specific event. * **Event-Based Counter:** A counter that tracks how often a specific event (or events) happen, based on the properties you define. Select the type of counter you want to create.\
#### Set Up Your Counter **If you choose Independent Counter:** * A form will appear where you need to fill in the following details: * **Counter Name:** Give your counter a clear and descriptive name * **Counter Description**: Briefly explain what this counter is tracking. * **Streak:** Optional field to set up streak tracking if needed. * **Source SDK:** Pre-filled with your SDK source details.
* You’ll also see an option to copy the SDK code snippet—use this to integrate the counter in your app or website. * Once you’ve filled in all the details, click Save and Publish. Your Independent Counter is now live and visible on the Counters page.\ \ \
**If you choose Event-Based Counter:** * A form will appear where you need to fill in the following details: * **Counter Name:** Name the counter (e.g., "Product Page Views"). * **Counter Description:** Describe what this counter measures. * **Event Name:** Choose the event you want to base this counter on (e.g., "Button Click", "Purchase Made"). * **Counter Property Details:** Add properties to refine what you’re counting (e.g., "Category: Electronics"). * You can add multiple properties if needed. * **Increment By:** Define how much the counter should increase when the event occurs (default is 1, but you can set any value). * After filling in the details, click Save and Publish. Your Event-Based Counter is now active and visible on the Counters page.\
#### Managing Your Counters * Once created, all your active counters both independent and event-based will appear on the Counters page. * If you need to delete a counter, simply click on the delete icon on the right side of the counter.

# Analytics & Reporting Chat with your Data 1\. **Overview** The "Chat with Your Data" feature within Questera AI Insights is designed to provide users with an intuitive and interactive way to explore, analyze, and derive insights from their data. By leveraging Natural Language Processing (NLP) and advanced AI models, this feature allows users to interact with their data through conversational queries, enabling them to ask questions and receive instant, actionable insights in a natural, conversational manner. This capability democratizes data analysis, making it accessible to users of all technical levels. #### 2. **Objective** To empower users to gain deep insights from their data without needing advanced technical skills. The "Chat with Your Data" feature aims to make data exploration as simple as having a conversation, allowing users to quickly uncover trends, generate reports, and make data-driven decisions. The goal is to increase data accessibility and usability, driving better business outcomes through informed decision-making. #### 3. **Key Features** **3.1 Natural Language Querying** * **Description:** Allows users to interact with their data using natural language, asking questions as they would in a conversation. * **Functionality:** * Users can input queries in plain language, such as "What were the sales figures for last quarter?" or "Show me the trend in customer churn over the past year." * The AI interprets the query, retrieves the relevant data, and presents it in a user-friendly format (e.g., charts, graphs, tables). * Supports follow-up questions and conversational context, allowing for deeper exploration of insights. **3.2 Instant Data Visualization** * **Description:** Automatically generates visual representations of data in response to user queries. * **Functionality:** * Provides dynamic charts, graphs, and dashboards that update in real-time based on user interactions. * Users can customize visualizations directly through the chat interface, refining data ranges, chart types, and more. * Exportable visualizations for inclusion in reports or presentations. **3.3 AI-Powered Insights** * **Description:** AI-driven analysis that highlights key trends, anomalies, and actionable insights based on the data queried. * **Functionality:** * The system automatically identifies and suggests potential insights based on the data being explored, such as "Sales have increased by 15% month-over-month" or "Customer churn is higher in the first 90 days." * Users can ask the AI for deeper analysis or clarification on specific insights. * AI-generated recommendations for potential actions based on the insights (e.g., "Consider increasing marketing spend in Region X"). **3.4 Custom Report Generation** * **Description:** Allows users to compile insights and visualizations into comprehensive reports directly from the chat interface. * **Functionality:** * Users can command the system to generate reports based on the insights gathered during their session, customizing content and format as needed. * The system supports scheduled report generation and automatic distribution to specified stakeholders. * Reports are exportable in multiple formats, including PDF, Excel, and PowerPoint. **3.5 Integrations with Existing Data Sources** * **Description:** Seamless integration with existing CRM, ERP, analytics platforms, and other data sources for real-time data access. * **Functionality:** * The feature pulls data from integrated sources in real-time, ensuring that insights are based on the most up-to-date information. * Supports cross-database querying, allowing users to combine data from multiple sources in a single query. * Secure and compliant data handling, adhering to industry standards and regulations. # Analytics
Analytics in Questera is a comprehensive, real-time data visualization and insights engine designed to help users understand how their workflows, campaigns, and user interactions are performing. It brings all your key metrics under one unified dashboard, offering a clear and actionable view of user behavior, event triggers, and conversion patterns across your platform. With visual widgets such as pie charts, line graphs, and time-based comparisons, Questera Analytics makes it easy to monitor everything from page views and button clicks to campaign engagement and sign-up flows. One of its standout features is the ability to “Chat with Data,” which allows users to ask natural-language questions and receive instant visual reports without needing technical expertise. This empowers marketers, product managers, and business teams to make data-driven decisions quickly and intuitively. Whether you're tracking user drop-offs, evaluating interest rates, or analyzing feedback workflows, Questera Analytics turns complex datasets into accessible and impactful insights. # Overview of Analytics.
Questera provides an all-in-one Analytics Dashboard where you can track user behavior, campaign performance, funnel drop-offs, and custom events — all in one place. Whether you're a marketer, product manager, or founder, this dashboard helps turn raw data into actionable insights.

# Dashboard Walkthrough Dashboard Walkthrough
**Dashboard Walkthrough** * On the left-side navigation, click on “Analytics”.
* You'll land on a dashboard titled "Welcome to Analytics!" which displays various visual widgets like pie charts and line graphs.
* You’ll see insights like: * Workflow load and submit counts * Signup tracking * Viewed pages * Locked interest rate counts
* Each widget is: * Time-filtered * Interactive (you can expand or pin it) * Color-coded for visual clarity This dashboard gives you a real-time view of how users are interacting with your campaigns or workflows.
# Add dashboard **To create your own analytics dashboard:** * Click on the “Add new analytics” button (top-right in purple).
* You can select a dataset you want to visualize.
* Configure how the data should be displayed (bar chart, pie, line graph, etc.).
* Once added, the new widget becomes part of your main dashboard view, giving you a personalized insight board.\

# Chat with data “Chat with Data” is one of Questera’s most transformative and user-friendly features, bringing the power of advanced analytics into a conversational, accessible format. Located right on the Analytics page, this tool allows users to interact with their data using natural language, without needing to write complex SQL queries or rely on a data team. **This is where Questera becomes incredibly powerful.** * On the analytics page, click “Chat with Data”.\
* A conversational AI window will open.
* You can type in natural-language questions like: * “Show me the number of users who signed up last week” * “What is the drop-off rate after the second step of my funnel?” * “How many people viewed the pricing page but didn’t sign up?” \
* The AI processes your query and displays the result as a chart or report. \

# Settings The **Settings** section in Questera gives you centralized control over your organization’s setup, branding, user management, and more. You can access this section by clicking **“Settings”** from the bottom of the left-side navigation bar. Within Settings, you’ll find several sub-sections designed to help you customize and manage your workspace efficiently. #### 1. Organization Details This is where you set up and maintain your **core business information**. You can update your company name, logo,Organization Bio, and other Developer details like Public API Key, API Secret,Your Entity Id, Allowed Origins that help identify your organization across the platform. Keeping this section up-to-date ensures that your campaigns, reports, and communications are always branded correctly and professionally. Use it like your company profile—it reflects who you are when others interact with your campaigns or analytics.
*** #### 2. Manage Admins This section allows you to **add, remove, or modify admin access** within your organization. You can invite team members (by clicking on “ invite team members" on the top right button on the screen), assign roles (like Admin or Viewer), and control who has the authority to view or edit data, workflows, campaigns, and settings. This is especially useful when working in teams, ensuring the right people have access to the right tools—without compromising security or control.
*** #### 3. Plans & Pricing Here, you can view your current subscription plan (monthly/yearly) and explore available upgrades. It shows you the features you have access to (e.g., AI credits, monthly active users, workflows, etc.) and provides a clear breakdown of what’s included in free vs. paid plans. You can also upgrade or downgrade your plan based on usage needs. This is your go-to section when you need to scale or manage costs.
*** #### 4. Brand Theme Brand consistency is key and this section lets you define the **look and feel of your communication** across campaigns and customer touchpoints. You can set primary and secondary colors, fonts, and brand logos that reflect your organization’s identity. Once configured, your brand theme will automatically apply to emails, push notifications, and any other user-facing elements, helping maintain a cohesive visual experience.
*** #### 5. Media Manager This is your **content library** for managing all images, videos, and other assets that you upload to use in campaigns, journeys, or workflows. Instead of re-uploading assets every time, you can store and reuse them from one central place. It makes asset management smoother and faster, especially for teams running multiple campaigns or working across different user segments.
*** #### 6. Sub Entities If your organization operates across multiple brands, teams, or regions, **Sub Entities** let you segment and manage them individually. Each sub-entity can have its own users, campaigns, datasets, and branding. This is ideal for agencies, franchises, or large enterprises. It helps you keep operations streamlined without mixing up data, teams, or user experiences between different parts of your organization.

# SDK Component Categories
Onboarding Components/files/3kgTRCMthNXIKvQ02bX1/pages/endz49rx89w6miBVEQkJ
Gamification Components/files/hrCoW7RmlGLKHSBIWj4D/pages/cLb6iixYXNjm9749BHQA
User Assistance Components/files/DyEZc1OX3N1WwFmtFPjT/pages/bZx3EtbJjHyUkTa4Cv2k
Expansion Components/files/l9mwJinhjUiTH7IUTjnR/pages/RvXHDMnelZxUMbvzELFM
Miscellaneous Components/files/8OAg2ikePYDGMkXqHmHM/pages/1SzsULs2ob1QM5aiSljG
# Onboarding

Questera AI Onboarding Components

The onboarding components presented are a versatile set of user interface elements designed to streamline the process of integrating new users into a software application or digital service. Developers and designers can leverage these components to create a smooth and welcoming first-time experience that can increase user retention and satisfaction. **Use Cases:** * **Initial User Setup**: Guiding users through setting up their user profile, including personal, company, and preference information. * **Feature Walkthroughs**: Introducing users to key features of the application through step-by-step tutorials or interactive guides. * **Progress Tracking**: Providing users with a clear indication of their onboarding progress, encouraging them to complete the process. * **User Education**: Educating users about the application’s benefits and features through informative pop-ups or tooltips. * **Feedback Collection**: Engaging with users to collect feedback on their onboarding experience, which can be used to improve the process further. * **Support and Assistance**: Offering users the option to select the type of support they require, enhancing user support interaction. **Components:**
ReactElevate your UI with our suite of efficient, scalable components./pages/rP1JNjyqC687kWfUjz93/files/QpcnkSbuB3HeA1fE8TYx
React NativeAchieve native look and feel across mobile platforms with ease./pages/sYal1QCRuSUDD2h96vlP/files/QpcnkSbuB3HeA1fE8TYx
FlutterStay ahead with our advanced, adaptable widgets. Coming soon./pages/sRUXishXecppaCUFSoJj/files/oItUjDtAh6CHpMLSBx5R
By integrating these components, developers can craft a tailored onboarding experience that not only reflects the brand’s identity but also caters to the specific needs and preferences of their user base. This results in a more engaging and less daunting introduction to the application for new users. # Engagement

Questera AI Gamification Components

Gamification components are designed to enhance user engagement within digital platforms. These components infuse game-like elements and mechanics into non-game contexts, providing a dynamic and rewarding experience that motivates user participation and loyalty. **Use Cases:** * **User Engagement**: Encouraging continued interaction with the platform by creating a sense of achievement and progress. * **Task Completion**: Motivating users to complete certain tasks or challenges by rewarding them with points, badges, or other incentives. * **Learning and Development**: Promoting educational activities and self-improvement by making the process fun and rewarding. * **Community Building**: Fostering a sense of community by including competitive elements like leaderboards where users can compare their achievements. * **Customer Loyalty**: Enhancing customer retention by rewarding users for frequent use or purchases. * **Behavioral Incentives**: Encouraging desired behaviors in users, such as timely action or consistency. **Components:**
ReactElevate your UI with our suite of efficient, scalable components./files/QpcnkSbuB3HeA1fE8TYx/pages/rP1JNjyqC687kWfUjz93
React NativeAchieve native look and feel across mobile platforms with ease./files/QpcnkSbuB3HeA1fE8TYx/pages/sYal1QCRuSUDD2h96vlP
FlutterStay ahead with our advanced, adaptable widgets. Coming soon./files/oItUjDtAh6CHpMLSBx5R/pages/sRUXishXecppaCUFSoJj
By incorporating these gamification components, developers and product managers can significantly boost user engagement and create a compelling user experience that not only attracts new users but also retains them over the long term. The vibrant and energetic design of these elements aligns with the aim of creating an enjoyable and addictive user journey. # User Assistance

Questera AI User Assistance Components

This collection of user assistance components is expertly designed to support and engage users throughout their journey within your platform. With these tools, you can offer comprehensive support that addresses user inquiries, gathers feedback, and encourages interaction, thereby improving overall user satisfaction. **Use Cases:** * **Enhanced Customer Support**: Streamline the user support experience by providing a direct communication channel with support chat interfaces, making it easier for users to get the help they need when they need it. * **User Feedback Optimization**: Enable a thorough understanding of user preferences and pain points with structured feedback collection systems, helping to refine and enhance product offerings. * **Profile Completion Incentives**: Drive users to fully engage with all features of the platform by using completion indicators that encourage them to fill out profiles or perform specific actions. * **Community Engagement and Support**: Leverage community panels to create a collaborative environment where users can exchange advice and solutions, thereby reducing the strain on formal support channels. * **Continuous Improvement Feedback Loop**: Use sentiment analysis tools and feedback mechanisms to establish a continuous feedback loop, ensuring that the product evolves in line with user expectations and needs. * **Issue Resolution and Reporting**: Empower users to report issues and track the resolution process with intuitive reporting tools, fostering a transparent and trustworthy relationship between the user and the platform. **Components:**
ReactElevate your UI with our suite of efficient, scalable components./files/QpcnkSbuB3HeA1fE8TYx/pages/rP1JNjyqC687kWfUjz93
React NativeAchieve native look and feel across mobile platforms with ease./files/QpcnkSbuB3HeA1fE8TYx/pages/sYal1QCRuSUDD2h96vlP
FlutterStay ahead with our advanced, adaptable widgets. Coming soon./files/oItUjDtAh6CHpMLSBx5R/pages/sRUXishXecppaCUFSoJj
By integrating these components, you can offer a robust support system that caters to the diverse needs of your users, from on-the-spot assistance to detailed feedback mechanisms. This suite is an essential part of creating a responsive, user-centered environment that not only resolves user issues efficiently but also captures valuable feedback to drive continuous improvement. # Expansion

Questera AI Expansion Components

This set of expansion components is tailored to engage users in promotional activities and leverage social sharing to expand your platform's reach. These elements are designed to incentivize user interactions that align with growth marketing strategies. **Use Cases:** * **Promotional Engagements**: Introduce time-sensitive deals or discounts to spur immediate user action, encouraging purchases with countdown timers and special offer notifications. * **Customer Feedback Collection**: Gather real-time user feedback on products or services with emoji and numerical rating systems, providing instant insights into customer satisfaction. * **Social Sharing Incentivization**: Encourage users to share content, deals, or products on their social networks with easy-to-use sharing buttons, amplifying your platform's visibility organically. * **Referral Programs**: Boost user acquisition by implementing referral systems where existing users can invite friends and earn rewards, effectively turning your user base into brand ambassadors. **Components:**
ReactElevate your UI with our suite of efficient, scalable components./files/QpcnkSbuB3HeA1fE8TYx/pages/rP1JNjyqC687kWfUjz93
React NativeAchieve native look and feel across mobile platforms with ease./files/QpcnkSbuB3HeA1fE8TYx/pages/sYal1QCRuSUDD2h96vlP
FlutterStay ahead with our advanced, adaptable widgets. Coming soon./files/oItUjDtAh6CHpMLSBx5R/pages/sRUXishXecppaCUFSoJj
By integrating these expansion components, you can enhance your platform's growth and user engagement seamlessly. These tools are designed to turn users into active growth partners, encouraging social sharing and feedback that drive organic expansion and deeper user investment in the brand. It's a simple yet effective way to amplify reach and foster a connected user community. # Miscellaneous

Questera AI Miscellaneous Components

This array of components caters to a smooth operational flow, enhancing user interaction through notifications, feedback prompts, and streamlined payment processes. With these, you can elevate user experience by providing clear communication, easy onboarding, and secure transaction options. **Use Cases:** * **Notifications and Alerts**: Keep users informed and engaged with real-time notifications for achievements, warnings, or errors. * **Feedback Engagement**: Solicit user feedback effortlessly, allowing for continuous improvement and user-centric development. * **Payment and Subscription Management**: Offer a hassle-free payment gateway for users to upgrade their service plans or make purchases. * **Transaction Confirmation**: Utilize toast messages to confirm successful transactions, providing immediate and reassuring feedback to users after they make a purchase or update payment details. * **Error Handling and Guidance**: Implement warning toasts to guide users through error resolution, minimizing frustration and enhancing problem-solving efficiency. **Components:**
ReactElevate your UI with our suite of efficient, scalable components./files/QpcnkSbuB3HeA1fE8TYx/pages/rP1JNjyqC687kWfUjz93
React NativeAchieve native look and feel across mobile platforms with ease./files/QpcnkSbuB3HeA1fE8TYx/pages/sYal1QCRuSUDD2h96vlP
FlutterStay ahead with our advanced, adaptable widgets. Coming soon./files/oItUjDtAh6CHpMLSBx5R/pages/sRUXishXecppaCUFSoJj
Expanding on these components enriches the user interface with a suite of interactive tools that not only streamline user actions but also fortify the user's confidence in the platform. They are crucial for cultivating a supportive environment where users feel constantly in the loop and appreciated. From celebrating user milestones to simplifying complex processes like subscription management, these elements work together to create a cohesive and satisfying user experience. Moreover, they serve as foundational building blocks for nurturing a secure, transparent, and user-friendly digital ecosystem that can adapt and respond to user feedback and behavior in real time. # All Components Feel free to see more details below or try them out here in the [playground](https://play.questlabs.ai/).
# Onboarding The first encounter a user has with your software can be as daunting as it is exciting. The onboarding components of Questera AI are crafted to turn the complexity of first-time use into an opportunity for empowerment and discovery.
### ### In-App ### New Feature Announcements: Keeping Users in the Know * **Build Anticipation**: Announce new features within the app, creating a buzz and ensuring users feel up-to-date and involved. * **Drive Exploration:** Use announcements as launch points for new interactive walkthroughs or guides, encouraging users to explore and adopt new functionalities. * **Measure Impact:** Analyze engagement with new feature announcements to inform future product communications and development strategies.
### In-App Image Banners: Visual Engagement * Engage Through Visuals: Implement image banners within the app to draw attention to specific features, special offers, or important information. * Brand Storytelling: Use visual elements to convey your brand's story and values, fostering an emotional connection with users. * Conversion Driver: Strategically place image banners to direct users toward conversion points, such as upgrading plans or engaging with new modules.
### Get Started Screen: The Launching Pad * **First Impressions Matter**: Design a compelling and intuitive starting screen that outlines core actions users should take, setting the tone for a productive onboarding experience. * **Quick Wins:** Highlight actions that lead to immediate value, fostering a sense of achievement that encourages further exploration. * **Ongoing Reference:** Ensure the Get Started screen remains useful beyond the initial log-in, serving as a home base for users to return to as they deepen their product usage.
### In-App Carousel: A Showcase of Possibilities * Highlight Diversity: Use the carousel to showcase multiple features, use cases, or success stories, - demonstrating the versatility and depth of your product. * User-Driven Exploration: Allow users to navigate the carousel at their own pace, discovering features and functionalities that resonate with their interests. * Refresh Content: Keep the carousel content fresh and engaging, prompting users to check back for new insights and updates regularly.
### Questera AI List: Guided Progression **Structured Pathways:** Present users with a series of tasks or tutorials, leading them through the product's advanced features and use cases. **Achievement Tracking:** Allows users to track their progress, providing a clear sense of advancement and accomplishment. **Customized Learning:** Tailor tutorial paths based on user behavior and feedback, ensuring that each interaction is relevant and builds upon previous engagements.
The adoption phase is much more than a mere introduction of users to your product; it is the cornerstone of the user journey and the bedrock of long-term engagement and loyalty. The key takeaway for SaaS founders and product teams is clear: investing in an effective adoption strategy with Questera AI isn't just about getting users up to speed; it's about crafting a compelling narrative for your product, one that invites, educates, and excites. In this digital age, where user options are plentiful, Questera AI ensures that your product isn't just another option, but a preferred choice. As we move forward, remember that the journey of a thousand users begins with a single step – a step of adoption. With Questera AI, ensure that this first step is in the right direction, paving the way for a thriving user community and a successful product story. # Onboarding Quiz
* **Personalize the Experience**: Users are unique, and so should their onboarding. Kickstart the journey with a quiz that adapts the user's onboarding path to their answers. * **Intelligent Routing**: Direct users to features and modules that match their role, industry, or interest, enhancing relevance and reducing time-to-value. * **Actionable Insights**: Collect data on user preferences and requirements from the onset, allowing for a refined product experience and targeted follow-up. # Login Component ### Login Component * **Secure User Authentication:** Enhance your React applications with a robust login system designed for security and efficiency. * **Customizable Login Interface:** Tailor the login UI to perfectly align with your project's style and requirements through extensive customization options. * **Effortless Integration:** Implement user authentication smoothly and swiftly with our straightforward login component, crafted for React developers.
# Gamified Engagement Cultivating Deep and Lasting User Connections User engagement is the continuous spark that keeps the fire of software adoption burning. Questera AI's Engagement components are designed to maintain user interest, encourage daily use, and create a sticky product experience.
# Rewards & Loyalty Component # Challenges ### Challenges * **Unlock Your Potential with Every Challenge:** Embark on exciting missions, earn credits, and unlock exclusive features. Your adventure toward epic rewards begins now. * **Step Up to the Challenge—Adventure Awaits:** Dive into a world of thrilling tasks and earn your way to success. Each challenge brings you closer to unlocking your ultimate potential * **Conquer Challenges:** Take on our engaging missions and tasks to earn credits and unlock new features. Start your rewarding journey today and rise to new heights!
### # Leaderboard * **Customizable Design:** Tailor the look of your leaderboard with easy styling options. Perfect for aligning with your brand's visual identity. * **Progress Tracking:** View real-time updates and rankings with a clear, user-friendly interface. Stay motivated and informed at every step. * **Competitive Edge:** Enhance user engagement by fostering a competitive environment. Monitor standings and achievements effortlessly.
### In # Badges App User Earned Badges: Gamification at Its Best * **Reward Engagement:** Introduce a system of badges to reward users for specific actions, milestones, or consistent use, creating a tangible record of their achievements. * **Visual Motivation:** Use engaging and fun badge designs to add a playful element to the user experience, encouraging users to collect them all. * **Social Sharing:** Allow users to share their badges on social media or within the app community, fostering a competitive and collaborative environment
# Spin The Wheel * Interactive Fun: Engage users with a 'Spin the Wheel' feature to win rewards or unlock features, adding an element of chance and excitement to the product experience. * Variable Rewards: Use a variety of rewards to maintain interest and surprise, encouraging users to return regularly for their chance to spin. * Usage Incentive: Trigger the spin wheel based on specific user actions or milestones, linking fun to valuable engagement behaviors.
# Scratch The Card **Instant Rewards**: Offer 'Scratch the Card' opportunities as instant rewards for completing tasks, providing immediate gratification and reinforcing positive behavior. **Surprise Element**: Keep the rewards a mystery until revealed, adding an element of anticipation and surprise to the engagement strategy. **Strategic Placement**: Integrate scratch cards into the user journey at points where engagement typically dips, providing a boost exactly when it's needed.
# Gamified Quiz * **Knowledge Checks**: Use quizzes to test user knowledge of the product, ensuring that they have retained important information while engaging with the content. * **Leaderboard Integration**: Add a competitive angle by displaying quiz scores on a leaderboard, encouraging users to improve and learn to climb the ranks. * **Reward Mastery**: Offer rewards for top scores or most improved performances, validating users' efforts and encouraging deep engagement with the product.
# Streaks ### Keeping Engagement Alive Every Day * **Daily Motivation**: Implement a streak system that rewards users for consistent daily interaction with the product. This system encourages regular usage and deepens user engagement. Visible * **Progress Tracking**: Display users' current streaks prominently, reinforcing their achievements and motivating them to maintain their daily interaction streaks. * **Rewarding Consistency**: Offer incentives for reaching certain streak milestones. This could be in the form of badges, exclusive content, or other perks, thus valuing and rewarding consistent engagement.
### # Dynamic Membership Exclusive Belonging
* Tiered Status: Offer dynamic membership cards that reflect the user's level of engagement, providing exclusive benefits and recognition for higher tiers. * Perks and Benefits: Associate-specific perks with different membership levels, incentivizing continued use and progression through the app. * Personalized Experience: Customize the look and privileges of membership cards based on user behavior and preferences, enhancing the feeling of exclusivity and personalization. # Education # User Guides * **Clarity Through Guidance Simplify Navigation**: Help users find their way with pop-up guides that illuminate your software's key features and workflows, making complex systems accessible. * **On-Demand Assistance**: Enable users to invoke guides at their convenience, ensuring support is always just a click away. Track Progress: Monitor user engagement with guides to identify popular features and potential pain points, feeding back into the product improvement loop. * **Interactive Walkthroughs**: Step-by-Step Confidence Building Engage and Educate: Transform passive viewers into active participants with walkthroughs that prompt direct interaction with key features, cementing understanding through doing. Tooltips: Contextual Nuggets of Wisdom * **In-Context Learning**: Embed tooltips throughout the interface to provide contextual information and tips, allowing users to learn in the flow of work. * **On-the-Spot Support**: Reduce confusion and support queries with immediate, hover-over insights that answer questions before they arise. * **User-Controlled Discovery**: Empower users to uncover additional functionality at their own pace, fostering a sense of self-guided competence.
# Tooltips
# AI Help Hub & Assistant Help Hub + AI Assistant: Always-on Support for Users Retention is where Questera AI proves its long-term value to users by ensuring they continue to engage with the product. The components designed for retention are centered around user support, satisfaction, and continued engagement. * **Instant Assistance:** Integrate a Help Hub within the app, complete with an AI Assistant ready to answer queries, guide through issues, and provide instant support. * **Learning and Development:** Use the Help Hub as a resource center where users can learn new ways to use the product, optimizing their experience. * **Feedback Loop:** Incorporate a system within the Help Hub that allows users to give feedback, ensuring that their voice is heard and acted upon.
In wrapping up our exploration of retention strategies with Questera AI, it’s clear that retaining users is not just about keeping them on board; it's about continuously delivering value and nurturing their connection with your product. Questera AI's innovative approach to user retention goes beyond conventional tactics, creating a dynamic environment where users feel consistently engaged, valued, and understood. The retention phase, as outlined in this e-book, is a testament to the fact that successful user retention is a blend of art and science – it requires an understanding of human psychology as much as it does of data analytics. With Questera AI, you have a partner that brings together these elements, helping you forge stronger bonds with your users. As we close this chapter, remember that in the world of SaaS, retention is the steady pulse that keeps the body of your business alive and thriving. With Questera AI, ensure that this pulse remains strong and consistent, driving sustainable growth and long-term success for your platform. # Popups
### Video, Text, Image Popups: Spotlighting Features and Offers * **Dynamic Content Delivery:** Implement popups that activate based on user behavior, showcasing underutilized features or new offerings that are relevant to the user's activities. * **Multimedia Engagement:** Use a mix of text, image, and video content to cater to different user preferences and increase the likelihood of engagement. * **Conversion Tracking:** Monitor the performance of these popups in terms of click-through and conversion rates to continually refine the strategy. # Special Offers Personalized Incentives to encourage Users to stay
* **Tailored Deals:** Present special offers based on user behavior, such as discounts on renewal or on additional features that they are likely to find useful. * **Time-Sensitive Promotions:** Create urgency around offers with limited-time deals, prompting users to make decisions that reinforce their commitment to the product. * **User Milestones:** Celebrate user milestones with personalized offers, acknowledging their loyalty and encouraging continued use. # Upsells & Cross Sells # Product Recommendations # Celebrations
* **Positive Reinforcement:** Use success pop-ups to celebrate when users achieve certain milestones or utilize the product in new ways. * **Social Sharing:** Encourage users to share their successes with their networks, which not only promotes retention but also potentially attracts new users. * **Continuous Encouragement:** Regularly introduce new milestones and achievements to keep the experience fresh and rewarding. --- [Next Page](/llms-full.txt/1)