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Overview

The Studio is where you define what your decisioning system can recommend. It contains all the building blocks that feed into decision flows.

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Business Hierarchy

Offers are organized in a two-level hierarchy:
  • Categories — Top-level groupings (e.g., “Credit Cards”, “Savings Products”)
  • Sub-Categories — Child groupings under a category (e.g., “Premium Cards”, “Travel Cards”)
Categories can define computed custom fields with formulas that are evaluated at decision time using enriched customer data.

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Offers

An offer represents something you can recommend to a customer. Each offer belongs to a category and sub-category and includes:
  • Basic info — Name, description, status, priority
  • Custom fields — Key-value pairs defined by the category, including computed fields
  • Budget — Optional budget cap with tracking
  • Scheduling — Start/end dates, day-of-week restrictions
  • Qualification rules — Who is eligible for this offer

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Channels

Channels define how offers are delivered. Each channel has:
  • Delivery mode — API (real-time), File (batch), or Manual
  • Provider config — Integration settings for the delivery system
  • Treatments — Content variants (creatives) tied to this channel

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Qualification Rules

Rules that determine whether a customer is eligible for an offer. Supports:
  • Attribute-based conditions (age > 18, segment = “premium”)
  • Time-based windows
  • Interaction history checks
  • Custom expressions

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Contact Policies

Policies that govern how frequently customers can be contacted:
  • Channel-level frequency caps
  • Cooldown periods between contacts
  • Category-level limits
  • Global daily/weekly/monthly caps

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Arbitration

When multiple offers qualify for a customer, arbitration determines the final ranking. Multi-objective scoring across:
  • Revenue potential
  • Margin
  • Propensity (model score)
  • Customer engagement
  • Strategic priority
Arbitration profiles define the weight distribution across these objectives.