Developing with Sitecore Personalize SDK.pptx

Discover the Sitecore Personalize SDK, a new SDK to create assets in Sitecore Personalize programmatically.

1. 1 Unleashing Personalization: Deep Dive into Sitecore Personalize SDK

2. 2 Dylan Young Technical Director - Valtech Former 5x Sitecore Technology MVP Former Developer Advocate @ Sitecore (Engagement Cloud Focused) Over 10 Years working with Sitecore Lives in South Florida, in the US Email : [email protected] Website : https://dylanyoung.dev/ GitHub : https://github.com/dylanyoung-dev

3. 3 Agenda Product Overview New Sitecore Personalize SDK Gen AI Use Case with Demo Extra Credit: Additional Use Cases

4. 4 Product Overview What is Personalize? Capabilities Options of Personalize

5. 5 What is Sitecore Personalize

6. 6 October 4, 2024 Personalize Capabilities Personalization Sitecore Personalize offers three main types of experiences for personalization: Web Experiences for direct website customization, Full Stack Interactive Experiences for API-based decision-making, and Triggered Experiences for action-based system interactions. These features enable creating personalized content, making data-driven decisions, and automating actions based on specific triggers, enhancing the overall user experience and system integration capabilities. Experimentation Experimentation in Sitecore Personalize functions similarly to Personalization, offering Web, Full Stack, and Triggered options. It allows for the creation of a control and multiple variants to test different experiences. Traffic can be split manually across variants or use Multi-ARM bandit, which dynamically allocates more traffic to the winning variant, accelerating the process of determining a winner. Decisioning Decisioning is a powerful feature that enables advanced personalization strategies. It allows experiences and experiments to leverage decision models, which can process complex rules and even integrate with external systems to retrieve data, such as content from XM Cloud, enhancing the sophistication of personalized user interactions.

7. 7 October 4, 2024 Personalization Options XP Component Level Personalization Web-based Personalization Only Potentially Unlimited Data Retention for both known and unknown contacts (with a cost) Biggest Drawback: Expensive and Complex Infrastructure XM + Personalize Personalize is a SaaS composable product Lower Infrastructure Costs than XP Flexibility with Omni-Channel Personalization External Data including AI or Using Twilio Segment Data in Decisioning Component Level Personalization Good step to Migrate to XM Cloud Visitor data retention is 6 months; Known Guests are stored indefinitely Biggest Drawback : Requires some initial customization to get started. XM Cloud Lower Infrastructure Costs than XP or XM+P Tracking of Web Events OOTB Web and Session based Personalization Only, up to 30 days retention Simple Personalization Available (A/B Testing coming soon) Seamlessly integrated with XM Cloud Pages Biggest Drawback: Limited Tracking and Limited Personalization XM Cloud + Personalize Lower Infrastructure Costs than XP and XM+P Simple and Advanced Personalization Omni-channel Personalization Visitor data retention is 6 months; Known Guests are stored indefinitely Seamless integrated with XM Cloud; Advanced scenarios may require customizations External Data including AI or Using Twilio Segment Data in Decisioning

8. 8 What about CDP?

9. 9 October 4, 2024 CDP Capabilities Segmentation Audience Export Guest Data + Extended APIs

10. 10 October 4, 2024 CDP Options Platform DXP + CDP B Personalize is a SaaS composable product Lower Infrastructure Costs than XP Flexibility with Omni-Channel Personalization External Data including AI or Using Twilio Segment Data in Decisioning Component Level Personalization Good step to Migrate to XM Cloud Visitor data retention is 6 months; Known Guests are stored indefinitely Biggest Drawback : Requires some initial customization to get started. XM Cloud + CDP XM Cloud Level Personalize Only Enhanced Data Collection vs XM Cloud Standalone Export Data collected to other Systems including other Personalization Providers Biggest Drawback: Limited Personalization

11. 11 CDP + Personalize

12. 12 Sitecore Personalize SDK What is it? How do you Get It?

13. 13 What is the Sitecore Personalize SDK? There are APIs for managing the Sitecore Personalize Assets ( ie . ) Uses the Personalize REST APIs (not to be confused with the CDP REST APIs) Need to Capture events, use the Engage SDK Instead ( Sitecore Engage SDK reference | Sitecore Documentation ) Available on NPM: sitecore -personalize-tenant- sdk - npm (npmjs.com) Still a work in progress, currently supports: Experiences Experiments (Limited) Decision Models (Limited) Templates Supports only Cloud Portal Instances of Personalize It is Open Source and I’m always open to community contributions Who would use? Anyone needing to build assets, I’ll show a few use cases later in the presentation.

14. 14 Specific Use Cases Authentication/Initialization Developer Templates Flows Decision Models (Coming Soon)

15. 15 October 4, 2024 Auth/Initialization This step is required to use the SDK. Once you initialize, you will not need to worry about keeping the access token fresh thereafter. Create Developer Token using Sitecore Personalize Know your region Download package from NPM Initialize the SDK

16. 16 October 4, 2024 Developer Templates Current Support for creating most types of Templates including Web, Decision Templates, Conditions, JS Modules etc. Initialize and then use Client.Templates to take actions Get All by Type By Ref Basic CRUD

17. 17 October 4, 2024 Flows Flows are a single object in Sitecore Personalize that represents an Experience or Experiment. Initialize and then use Client.Flows Simple CRUDs on Experiences/Experiments Some Notes: Specific calls for Experiences and Experiments. Using Zod to add validation on inputs to ensure proper data is passed in. You can create a simple Flow without Variant Html, CSS, Javascript etc. But not as useful as providing this information. https://dylanyoung.dev/insights/creating-an-experience-with-the-sitecore-personalize-sdk/

18. 18 October 4, 2024 Decision Models Each Decision Model is made up of Variants which can be in various states. The Decision model consists of DMN (Decision Model and Notation) - XML Initialize and then use Client.Decisions Gets back the Decision Models and separate methods for Variants ** Still a work in Progress https://bpmn.io/

19. 19 October 4, 2024 Testing There are various ways to Test, using Existing APIs in Personalize. Initialize and then use Client.Flows

20. 20 Gen AI Use Case What is Open AI Function Calling Demo

21. 21 October 4, 2024 What is Open AI Function Calling It’s a process to use Generative AI to help you determine what parameters to use in a function. General Flow: Define your functions using JSON, with description and parameter details that will help Gen AI match the users request with those parameters required vs optional. User makes a request that matches the parameters and Gen AI returns what the parameters to the function should be Server Side. Using that information, you call the function using those parameters provided by your LLM. Using the response from the Function you called, you can then send that data back to Open AI and it’ll return a response based on the initial request from the user. This process is powerful, because you can have your LLM do specific actions or return back specific information it wouldn’t typically have access to with a traditional LLM.