Generative AI

Enable Generative AI

Administrators can choose whether to enable GenAI features for the tenant.

1. Click AdministrationGeneral. Click Generative AI in Application Settings.

2. GenAI is disabled by default. Click Enable Generative AI to enable it. Enabling this option gives users access to the SAS Customer Intelligence 360 copilot, which can answer questions about the application. After you enable this option, you can refine the application's use of GenAI.
   Note: By enabling GenAI for your organization, you acknowledge and agree these terms apply to your organization's use of SAS Customer Intelligence 360.

   • Acceptable Use Policy (AUP) for SAS Offerings
   • SAS Generative AI Terms
3. (Optional) Enable Opt out of content generation if you do not want to use generative AI to create outbound marketing content. When this is enabled users cannot generate email subjects or push notifications.
4. (Optional) Enable Opt out of customer data if you do not want generative AI to interact with customer data. When this option is enabled users cannot use generative AI to create audiences.

TipContent that is generated using GenAI is denoted by one of these icons: , .

List of GenAI Features

When you select Enable GenAI for the application to enable all GenAI features, you can use GenAI in the following places:

• You can use the SAS Customer Intelligence 360 Copilot to get answers to your questions while in the application. The copilot uses the application’s documentation to source answers. For more information, including best practices, see Get Help with the SAS Customer Intelligence 360 Copilot in SAS Customer Intelligence 360: User’s Guide.
• You can use the agent in the SAS Customer Intelligence 360 Copilot to find information about tasks, audiences and scheduled journeys. You can also use it to create a scheduled journey that is based off of information that you enter or attach. For more information, including best practices, see these topics:
  • For information about using the agent to search for items, see these topics: Using the Agent to Search in SAS Customer Intelligence 360: User’s Guide and Best Practices in SAS Customer Intelligence 360: User’s Guide
  • For information about creating a scheduled journey using the agent, see these topics: Best Practices for Using GenAI to Create Scheduled Journeys in SAS Customer Intelligence 360: User’s Guide and Create a Scheduled Journey in SAS Customer Intelligence 360: User’s Guide
• You can use GenAI to suggest alternative subjects for emails tasks. For more information, see these topics:
  • Specifying Information for Email Header Fields in SAS Customer Intelligence 360: User’s Guide
  • GenAI Best Practices for Generating Subjects in SAS Customer Intelligence 360: User’s Guide
• You can use GenAI to create your audience criteria based on a description that you enter. For more information, see these topics:
  • Create an Audience in SAS Customer Intelligence 360: User’s Guide
  • GenAI Best Practices for Creating Audiences in SAS Customer Intelligence 360: User’s Guide
  Note: This feature requires a license for SAS 360 Audiences.
• SAS 360 Marketing AI can use GenAI to assist with these actions:
  • make recommendations and assist with recipe configuration. For more information, see Best Practices for Recipes in SAS Customer Intelligence 360: User’s Guide.
  • preview model in a project
  • help to explain and interpret project results for threshold, key performance metrics, and top contributors graph.
• You can use GenAI to suggest field values for personalization in scheduled journeys. The field remains blank if GenAI cannot generate an appropriate suggestion or if an inappropriate entry is entered in the field. Suggestions can be generated in these use cases:
  • A user puts focus on the field and there is an appropriate default value.
  • A user begins typing in the field and GenAI can provide a suggestion to complete the value.
  • A user enters a word and GenAI can fix a mistake, such as ensuring that names start with an uppercase letter.

  For more information, see Personalize Your Scheduled Journey in SAS Customer Intelligence 360: User’s Guide.

• You can use GenAI to suggest alternative content for a mobile push notification's title and notification. For more information, see these topics:
  • Create a Bulk Push Notification Task in SAS Customer Intelligence 360: User’s Guide
  • GenAI Best Practices for Generating Message Content in SAS Customer Intelligence 360: User’s Guide
• You can use GenAI to suggest alternative content for an SMS message. For more information, see these topics:
  • Create an SMS Task in SAS Customer Intelligence 360: User’s Guide
  • GenAI Best Practices for Generating Message Content in SAS Customer Intelligence 360: User’s Guide

Model Information

All features use Anthropic's Claude models that are provided by Amazon Bedrock (AWS). In addition, the SAS Customer Intelligence 360 Copilot uses preprocessing steps that include Cohere Embed English 3 and Cohere Rerank 3.5.

To learn more about the models, you can access the following documentation:

• The Claude 3 Model Family: Opus, Sonnet, Haiku
• System Card: Claude Haiku 4.5
• System Card: Claude Sonnet 4.6
• Improve the relevance of query responses with a reranker model in Amazon Bedrock
• Cohere’s Rerank Model
• Cohere’s Embed Models