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Overview

This guide walks you through building a complete decisioning setup from scratch — from defining your data to getting real-time recommendations via the API.

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Steps

1

Create a Schema

Go to Data > Schemas and create a “Customer” schema with fields: customer_id (text), name (text), segment (text), loyalty_score (decimal).
2

Create a Category

Go to Studio > Business Hierarchy and create a “Credit Cards” category with custom fields: annual_fee (decimal), rewards_rate (decimal).
3

Create Offers

Under the Credit Cards category, create 2-3 offers like “Platinum Card” and “Cash Back Card” with different custom field values and qualification rules.
4

Create a Channel

Go to Studio > Channels and create an “Email” channel with API delivery mode.
5

Build a Decision Flow

Go to Studio > Decision Flows and create a new flow:
  • Add an Enrich stage pointing to your Customer schema
  • Add a Score stage with scorecard scoring
  • Add a Rank stage with arbitration weights
6

Call the Recommend API

curl -X POST http://localhost:3000/api/v1/recommend \
  -H "Content-Type: application/json" \
  -d '{
    "customerId": "CUST001",
    "channel": "email",
    "limit": 3
  }'
7

Record an Outcome

curl -X POST http://localhost:3000/api/v1/respond \
  -H "Content-Type: application/json" \
  -d '{
    "interactionId": "<from recommend response>",
    "outcome": "accepted",
    "offerId": "<chosen offer id>"
  }'