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FAQ: BlueConic AI Workbench

How can I learn more about AI marketing and machine learning for marketing with BlueConic AI Workbench. AI machine learning marketing glossary for a CDP.Answers to your questions about the BlueConic AI Workbench.

Q: How can I get started with AI Workbench?

A: Choose AI Workbench from the BlueConic navigation bar to get started. See the documentation on getting started with AI Workbench and also the AI Workbench API.

Existing BlueConic customers can use AI Workbench free of charge as long as your total data operations remains smaller than the amount that is allotted to your subscription. Contact your Customer Success Manager at if you intend to use this feature, to ensure your subscription can accommodate your intended usage. We'll discuss your requirements and upgrade your subscription as necessary.

How do I use BlueConic AI Workbench for AI marketing and building CLV marketing models for machine learning and predictive analytics with BlueConic CDP customer segments?

Q: Are there best practices for using AI with a CDP?

A: Yes. BlueConic works with media companies, publishers, retailers, telco and service providers of all types to implement AI and machine learning with first-party data. Contact your Customer Success Manager for details. Also, in this article, BlueConic's resident AI expert offers tips for using AI modeling with your CDP: Best Practices for Optimizing Your AI-Powered First-Party Data Strategy

Q: What is the Data Scientist role in BlueConic?

A: BlueConic uses roles-based permissions, and you need to have the BlueConic role of Data Scientist to create and run AI Workbench notebooks. To view and edit notebook code, you will need the Notebook editor permission.

Q: I'm new to Jupyter and Python. Where can I learn more?

A: Here are some helpful guides for working with Jupyter notebooks:

Q: Where can I find the AI Workbench API reference?

A: Review the BlueConic Python API documentation site for reference documentation. (This site includes a Changelog section that lists any change or upgrade to the Python package—e.g., the Python version, list of version dependencies.)

Q: Can developers use external libraries in the BlueConic AI Workbench?

A: Yes, you can install external libraries using pip. Libraries cannot be installed in AI Workbench if they are incompatible with Python 3, or if they require a specific native library to be installed.

Q: Can I use Git in the BlueConic AI Workbench?

A: Yes, the Git command-line tool is included in the container that runs AI Workbench notebooks, allowing you to reference code directly from your Git repository. This functionality helps boost productivity in several ways:

  • Removes the need to manually copy and paste code from one notebook to the other.
  • Allows you to efficiently reuse code across different notebooks.
  • Ensures you are using the most recent and secure version of the code.

Here are examples of how to set this up:

  • To install a package from a Git repository and specify a branch, use pip with the following syntax:

    %pip install git+

    Replace user, repo, branch, and package-name with the appropriate values for the Git repository and package you want to install.

  • If you don't need to specify a particular branch or package, use pip as such:

    %pip install git+

    Replace the URL with whatever Git host you want to use, along with the appropriate values for user and repo.

Q: Can I get notified when my AI notebooks run or fail to run?

A: Yes, see the instructions for setting up email notifications for AI Workbench notebooks.

Q: I'm a developer working in a Jupyter notebook, and I don't see the changes that another user has applied to my notebook code.

A: While your notebook (kernel) is running, you and your colleague can each work on your own version of the same notebook. If your colleague opens your notebook, makes changes, and saves the notebook, you would need to refresh your browser window in order to see the updated version of the notebook

How to use BlueConic AI Workbench to create AI models for marketing, to use machine learning for CLV models, customer churn models, and RFM marketing models with AI in a CDP?If you leave a notebook without saving, then the next time you reopen the notebook, the last saved version of the notebook is loaded. If your kernel is terminated (manually or automatically) the latest saved version will be shown when you open the notebook again.

Q: Are Python notebooks included with BlueConic or do they have to be acquired separately?

A: BlueConic provides many prebuilt AI notebooks with working CLV models and RFM models so you can calculate CLV (customer lifetime value) and RFM (recency, frequency, monetary value). Additional notebooks calculate customer churn and perform advanced A/B testing of your content. Your marketing team can use these AI marketing models immediately without writing any code.

How to use AI marketing to calculate CLV (customer lifetime value) and RFM (recency frequency monetary value) using machine learning and artificial intelligence (AI) in the BlueConic CDP customer data platform.

In addition, anyone in your organization who knows Python will be able to customize these out-of-the-box notebooks. You can import your own model into BlueConic from an online library or by creating a custom one.

Q: Can I use time range for the RFM model responsively as well as explicitly?

A: AI Workbench comes with a prebuilt RFM notebook.

How to easily deploy AI models for marketing using machine learning models for CLV, RFM, and predictive analytics using BlueConic customer segments in a CDP?The RFM example notebook retrieves all orders for the last year. Marketing teams can set this time range as a parameter of the model using the AI Workbench UI. The notebook also calculates recency as the maximum of "10 – the number of months that have passed since the customer last purchased."

A marketer could configure those 10 months as another parameter. Different companies will benefit from a completely different recency formula based on the cadence of purchase or conversion events in their business. With the BlueConic AI Workbench, it only takes a few lines of Python code (the current calculation use 3 lines of code) to completely change the way the value is calculated in a way that makes more sense for your organization.

How do I use machine learning and AI in marketing to calculate CLV, RFM, and customer churn using predictive analytics for marketing with the BlueConic CDP?

Q: Do the CLV and RFM AI models work well with ‘high-cost, low-frequency’ products? How low frequency is low frequency? 1x purchase a year?

A: The CLV AI marketing model tries to determine a certain purchase cadence. In the case of low-frequency product purchases, the BlueConic CLV model can use weeks or months instead of days to calculate the summary data.

How to calculate CLV using AI models, AI marketing, machine learning, and predictive analytics for marketing with customer data and customer segments in the BlueConic CDP


One thing to keep in mind with low-frequency products is that you should ensure that the chosen observation period is large enough to observe multiple purchases in order to deliver the most accurate calculation.

As for how low is low-frequency, it's going to depend on how your business defines low frequency. The great thing about AI Workbench is that you can adjust the models to fit your business needs. Keep in mind that machine learning needs to have a robust set of data to work with in order to come up with conclusions. So, if you are trying to do an RFM model with limited data because you only have transaction data for a single purchase a year and a small customer base, you may need to choose a different type of model for your use case. For instance, you might want to find a model that will look at common attributes of customers to predict the buying behavior of prospects.

Learn more about the CLV and RFM notebooks for AI marketing.

Q: What is predictive analytics?

A: Predictive analytics models look at existing customer data to make predictions about future customer behavior or events. For example, with AI Workbench, you can use calculate a customer's lifetime value, or CLV, based on a their past spending behavior. You can also calculate RFM scores that measure recency, frequency, and monetary value to create better customer segments to target customers based on past behavior or spending.

Q: Does AI Workbench calculate customer churn models or probability to churn?

A: Yes, using the prebuilt AI Workbench notebooks Predict propensity to churn and Analyze propensity to churn, you can calculate and analyze individual customer churn probability scores.

Q: How does AI Workbench handle data for records that are not in the database yet?

A: AI Workbench runs on top of the full BlueConic database, including both anonymous and known data. In AI Workbench, you can also use data that’s not available in the profile, such as weather data or transactions from Shopify or Magento.

Q: Are there any plans to add the R programming language?

A: There aren't any concrete plans right now, but that's not to say we won't add it in the future.

Q: Once I build my CLV segments, can I only use them for web personalization? Or can I use them in other channels like email and Google?

A: You can use your CLV Segment across channels once you’ve created them. Because your models are connected to your profile database in BlueConic which are connected to your marketing technologies, you have the ability to apply the same segment across all channels. This is a great example of why having a unified, “single” customer view is so valuable in terms of efficiency.

Q: Why am I encountering a notebook validation error?

A: If you are seeing an AI Workbench 404 error, this may be occurring because of the version of the module jupyter-contrib-nbextensions. To remedy the issue, we recommend downgrading the version of this module once installed (or avoid using them). For example, if the version jupyter-contrib-nbextensions==0.7.0 causes an error, try using a version like jupyter-contrib-nbextensions==0.5.1

If you are still experiencing this issue after downgrading, please contact BlueConic Support.




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