Offers

An Offer is the fundamental building block of KaireonAI. It represents something you can recommend to a customer — a product, a promotion, a message, or a next-best-action. Every time the Recommend API runs, it evaluates your active offers against a specific customer, filters out ineligible ones, scores the rest, and returns the best matches. If Decision Flows are the engine, Offers are the fuel. Offers belong to a Category (and optionally a sub-category), carry configuration for priority, business value, budget, and scheduling, and connect to Creatives that define the actual content delivered through each Channel.

Only offers with status: "active" are considered by Decision Flows. Draft and paused offers are excluded from all candidate selection.

How Offers Work at Runtime

When a Decision Flow executes via the Recommend API, every offer passes through these stages:

Stage	Regular Offers	Mandatory Offers
Inventory	Loaded by scope (all, category, or manual)	Same — split into separate list
Schedule	Excluded if outside date/time window	Same — expired promotions are not forced
Qualification	Evaluated against propensity, segments, recency	Bypassed
Scoring	PRIE formula with model + weights	Fixed score of 1.0
Contact Policy	Filtered by all active policies	Bypassed (except mandatory-specific policies)
Daily Cap	N/A	Capped at 5/customer/day (configurable)
Ranking	Sorted by score descending	Prepended above regular results

Common Use Cases

Use Case	Example	Key Config
Product recommendation	”Upgrade to Premium Card”	`priority: 70`, `businessValue: 85`, qualification rules for credit score
Time-sensitive promotion	”Flash Sale: 24 Hours Only”	`schedule.startDate` / `endDate`, high priority
Regulatory notice	”CFPB Rate Disclosure”	`mandatory: true` with reason, approver, and expiry
Retention offer	”Stay with us — get 20% off for 6 months”	High `businessValue`, churn model for propensity scoring
Exploratory content	”Did you know about our new savings account?”	Low `priority: 25`, broad eligibility

Priority and Business Value

Two fields control how aggressively an offer competes during scoring. They look similar but serve different purposes in the PRIE formula:

Field	PRIE Factor	Range	Purpose	Who Sets It
`priority`	Emphasis (E)	0—100	Subjective campaign lever — how much to boost or suppress this offer	Marketer
`businessValue`	Impact (I)	0—100	Objective business worth — revenue, margin, strategic importance	Business analyst

Both are normalized to 0—1 at scoring time. Setting either to 0 eliminates the offer from PRIE scoring entirely (because PRIE is multiplicative).

Priority Bands

Level	Value	When to Use
Critical	90	Regulatory, compliance
High	70	Strategic campaigns, time-sensitive
Medium	50	Standard recommendations (default)
Low	25	Exploratory, filler content

Business Value Example (Starbucks)

Offer	`businessValue`	Normalized (I)	Rationale
BOGO Frappuccino	80	0.80	High margin on Frappuccinos, drives store visits
25% Off Merchandise	50	0.50	Lower margin but drives basket size
Informational: New Store	20	0.20	No direct revenue, brand awareness only

When in doubt, start with priority: 50 and businessValue: 50 (the defaults). Adjust after you see initial performance data in the Business Dashboard.

Status Lifecycle

Offers progress through a defined lifecycle:

draft -> active -> paused -> archived

Status	Description
`draft`	Being configured. Not available for decisioning.
`active`	Live and eligible for recommendation.
`paused`	Temporarily removed from decisioning. Can be reactivated.
`archived`	Permanently retired. Preserved for reporting history.

Qualification Config

Control which customers are eligible to receive this offer via the eligibility object:

Field	Type	Description	Example
`propensityThreshold`	number (0—1)	Minimum model score required	`0.65` — only show to customers with 65%+ propensity
`recency`	number (days)	Minimum days since customer last received this offer	`30` — no repeat within a month
`requiredSegments`	string[]	Customer must belong to all listed segments	`["high_value", "credit_eligible"]`
`modelReference`	string	Scoring model to use for propensity evaluation	`"model_propensity_cc_v3"`

Budget Config

Set spend and impression limits via the budget object:

Field	Type	Description	Example
`maxImpressions`	number	Total lifetime impression cap	`50000`
`maxDailyBudget`	number	Maximum spend per day	`2500.00`
`costPerAction`	number	Cost per impression or conversion	`1.50`

Budget checking uses atomic Redis INCR (with Prisma fallback) to prevent race conditions under concurrent load. When an offer’s budget is exhausted, it is automatically excluded from decisioning.

The budget_exhausted Contact Policy rule type can also enforce budget limits at the policy level.

Schedule Config

Restrict when an offer is eligible via the schedule object:

Field	Type	Description	Example
`startDate`	ISO 8601	Earliest date the offer can be recommended	`"2026-03-15T00:00:00Z"`
`endDate`	ISO 8601	Latest date the offer can be recommended	`"2026-06-15T23:59:59Z"`
`daysOfWeek`	number[]	Allowed days (0=Sunday through 6=Saturday)	`[1,2,3,4,5]` — weekdays only
`timeWindow`	object	`{ start: "HH:mm", end: "HH:mm" }` within allowed days	`{ "start": "08:00", "end": "20:00" }`

Schedule filtering happens early in the pipeline (inventory stage) and applies to both regular and mandatory offers. An offer outside its schedule window is excluded regardless of priority or mandatory status.

Mandatory Governance

Marking an offer as mandatory: true activates a special runtime path for compliance-critical communications. Mandatory offers bypass qualification rules and receive a fixed score of 1.0, guaranteeing they rank above all regular candidates.

Required Fields

When mandatory is true, the API enforces three governance fields:

Field	Purpose	Example
`mandatoryReason`	Why this offer must be shown (audit trail)	`"CFPB regulation 2026-04 requires rate disclosure"`
`mandatoryApprovedBy`	Who approved the override	`"jane.smith@acme.com"`
`mandatoryExpiresAt`	ISO 8601 expiry after which the offer reverts to normal	`"2026-04-15T23:59:59Z"`

If any are missing, the API returns 400 Bad Request. Only users with the admin role can create or update mandatory offers.

Mandatory offers bypass qualification rules and normal ranking. Use this only for regulatory or compliance-critical communications. The mandatoryExpiresAt field ensures overrides do not persist indefinitely.

Example: Regulatory Disclosure

{
  "name": "CFPB Rate Disclosure Q2-2026",
  "status": "active",
  "categoryId": "cat_compliance",
  "priority": 90,
  "mandatory": true,
  "mandatoryReason": "CFPB regulation 2026-04 requires rate disclosure within 30 days",
  "mandatoryApprovedBy": "jane.smith@acme.com",
  "mandatoryExpiresAt": "2026-04-15T23:59:59Z",
  "schedule": {
    "startDate": "2026-03-15T00:00:00Z",
    "endDate": "2026-04-15T23:59:59Z"
  }
}

During the 30-day window, this offer scores 1.0 and appears above all regular recommendations, bypasses propensity thresholds and segment requirements, still respects the daily mandatory cap (default 5 per customer), and automatically stops after April 15.

Emergency Exclusions

The emergencyExcluded flag lets you instantly remove an offer from all recommendations without changing its status or modifying a Decision Flow. Designed for pricing errors, compliance issues, or product recalls.

Aspect	Behavior
Scope	Excluded from all flows, all channels, all segments
Speed	Takes effect on the next Recommend API call — no cache flush needed
Status	Remains `active` (toggling back is a single API call)
Audit	Every toggle is recorded with timestamp, user, and previous value

Set via API:

PUT /api/v1/offers
{ "id": "offer_abc123", "emergencyExcluded": true }

Set via UI: Open the offer detail page and click the Emergency Exclude button.

Emergency exclusion is a blunt instrument — it removes the offer from all channels, all placements, and all segments simultaneously. For targeted suppression (e.g., one channel only), use Contact Policies instead.

Creating an Offer

Navigate to Offers

Go to Studio > Offers in the sidebar.

Click + New Offer

Click the + New Offer button in the top-right corner.

Fill in basic info

Enter the offer name, description, and select a Category and sub-category.

Set priority and business value

Choose the priority level (Emphasis) and business value (Impact). Both default to 50.

Configure qualification (optional)

Set propensity thresholds, required segments, and recency rules.

Configure budget and schedule (optional)

Set impression caps, daily budget limits, start/end dates, and time windows.

Fill custom fields

Populate any custom fields defined by the parent category, including computed field formulas.

Save and activate

Save as draft, review, then set to active when ready.

Field Reference

Every field accepted by POST /api/v1/offers (create) and PUT /api/v1/offers (update):

Field	Required	Type	Default	Description
`name`	Yes	string	—	Display name. Must be unique within the tenant.
`status`	No	enum	`"draft"`	`draft`, `active`, `paused`, `archived`
`categoryId`	No	string	`null`	Parent Category ID
`subCategoryId`	No	string	`null`	Sub-category ID within the category
`productType`	No	string	`""`	Product nature: `bogo`, `discount`, `auto_insurance`, `credit_card`, etc. Used for PRIE strategy overrides and `offer_attribute` qualification rules.
`priority`	No	integer (0—100)	`50`	PRIE Emphasis (E) factor. Higher = more aggressive ranking.
`businessValue`	No	integer (0—100)	`50`	PRIE Impact (I) factor. Overall business importance.
`margin`	No	float	`0`	Profit margin per conversion. Sub-weight of Impact (I) in PRIE scoring.
`revenueValue`	No	float	`0`	Expected revenue per conversion. Sub-weight of Impact (I) in PRIE scoring.
`mandatory`	No	boolean	`false`	Bypass qualification and rank above all regular offers
`mandatoryReason`	Conditional	string	`null`	Required when `mandatory=true`
`mandatoryApprovedBy`	Conditional	string	`null`	Required when `mandatory=true`
`mandatoryExpiresAt`	Conditional	string	`null`	Required when `mandatory=true`. ISO 8601.
`description`	No	string	`""`	Internal documentation
`shortDesc`	No	string	`""`	Brief description surfaced in responses
`eligibility`	No	object	`{}`	Qualification config (see above)
`budget`	No	object	`{}`	Budget config (see above)
`schedule`	No	object	`{}`	Schedule config (see above)
`tags`	No	string[]	`[]`	Freeform tags for filtering
`metadata`	No	object	`{}`	Arbitrary key-value pairs for integrations
`emergencyExcluded`	No	boolean	`false`	Instant exclusion from all recommendations

API Quick Reference

Create

POST /api/v1/offers

{
  "name": "BOGO Frappuccino",
  "shortDesc": "Buy one Frappuccino, get one free this weekend",
  "categoryId": "cat_beverages",
  "priority": 70,
  "businessValue": 80,
  "status": "draft",
  "tags": ["bogo", "frappuccino", "weekend"],
  "eligibility": {
    "propensityThreshold": 0.5,
    "recency": 7,
    "requiredSegments": ["rewards_member"]
  },
  "schedule": {
    "startDate": "2026-04-05T00:00:00Z",
    "endDate": "2026-04-07T23:59:59Z",
    "daysOfWeek": [5, 6, 0]
  }
}

Response: 201 Created with the full offer object including generated id.

List

GET /api/v1/offers

Supports optional query parameters: status, categoryId, tags.

Update

PUT /api/v1/offers

Send id in the request body along with the fields to update. Only provided fields are changed.

Delete

DELETE /api/v1/offers?id={offerId}

Returns 409 Conflict if the offer has creatives or interaction history. Add ?force=true to confirm permanent deletion.

Deleting an offer removes it permanently along with its creatives and interaction history. Consider archiving instead to preserve reporting integrity.

Next Steps

Channels

Define how your offers are delivered to customers.

Creatives

Create the content variants for each offer and channel.

Decision Flows

Build the pipeline that scores, filters, and ranks your offers.

Glossary

Look up key terms used across the platform.

Get Started

Deploy & Operate

Runbooks

Data Platform

Decisioning Studio

Execute & Optimize

Intelligence

Platform & Security

Integrations

Reports

Release Notes

How Offers Work at Runtime

Common Use Cases

Priority and Business Value

Priority Bands

Business Value Example (Starbucks)

Status Lifecycle

Qualification Config

Budget Config

Schedule Config

Mandatory Governance

Required Fields

Example: Regulatory Disclosure

Emergency Exclusions

Creating an Offer

Field Reference

API Quick Reference

Create

List

Update

Delete

Next Steps

Channels

Creatives

Decision Flows

Glossary

Get Started

Deploy & Operate

Runbooks

Data Platform

Decisioning Studio

Execute & Optimize

Intelligence

Platform & Security

Integrations

Reports

Release Notes

​How Offers Work at Runtime

​Common Use Cases

​Priority and Business Value

​Priority Bands

​Business Value Example (Starbucks)

​Status Lifecycle

​Qualification Config

​Budget Config

​Schedule Config

​Mandatory Governance

​Required Fields

​Example: Regulatory Disclosure

​Emergency Exclusions

​Creating an Offer

​Field Reference

​API Quick Reference

​Create

​List

​Update

​Delete

​Next Steps

Channels

Creatives

Decision Flows

Glossary

How Offers Work at Runtime

Common Use Cases

Priority and Business Value

Priority Bands

Business Value Example (Starbucks)

Status Lifecycle

Qualification Config

Budget Config

Schedule Config

Mandatory Governance

Required Fields

Example: Regulatory Disclosure

Emergency Exclusions

Creating an Offer

Field Reference

API Quick Reference

Create

List

Update

Delete

Next Steps