Getting the Most Out of the MONET Assistant

Learn how to get the most value from the MONET Assistant with best practices, sample prompts, and tips for effective, accurate AI-powered help.

While MONET Assistant draws from Monetate’s verified knowledge base, its code and configuration examples should always be reviewed and validated before being pushed live.

Double-check that any generated JavaScript, CSS, or API code aligns with your organization’s implementation standards and Monetate’s latest documentation.

Use staging environments to test variations or API calls before deploying them to production.

Dos and Don’ts for Effective Queries

Do	Don't
Be specific and include context about your goal or issue	Ask overly broad or vague questions
Use Monetate feature names like Experiences, Actions, or Targets	Use generic terms like “campaign” or “test” without detail
Ask for examples, best practices, or step-by-step guidance	Expect real-time debugging or code-level fixes
Review linked Monetate documentation to verify details	Skip checking the documentation or source links
Break down multi-step workflows into smaller questions	Ask one large, open-ended question that mixes several topics

Best Practices for Getting the Most Out of the MONET Assistant

Ask Clear, Context-Rich Questions

Provide enough background for the assistant to tailor responses. Try:

In my Monetate campaign, the targeting for first-time visitors isn’t applying correctly.

What steps should I check in the Experience Builder?

Including product areas, error messages, or intended goals helps the assistant pinpoint the right guidance.

Use Follow-Up Questions

The assistant remembers context within a conversation, so you can refine or narrow a topic without starting over.

For example:

Show me how to create a variant.

Now, how can I A/B test that variant against my control?

This layered approach mirrors how you’d explore a topic with a Monetate specialist, helping you progress from basic setup to advanced optimization.

Use Monetate Terminology

Using Monetate-specific terms like “experiences,” “targets,” “actions,” “product recommendations,” or “tag deployment” improves precision.

If you’re unsure about a concept, just ask:

What does ‘action targeting’ mean?

Explain how product recommendations work with audiences.

Break Down Complex Topics

For multi-step workflows, it’s often best to ask sequential questions:

How do I set up an A/B test from start to finish?

How can I connect Monetate data with Google Analytics for reporting?

What’s the process for setting up product recommendations on my website?

Breaking complex requests into smaller parts allows the assistant to walk you through each phase in detail — setup, validation, troubleshooting, or optimization.

Ask for Documentation Links

MONET Assistant provides authoritative source links to official Monetate documentation so you can easily explore details or verify the original reference for an answer.

If you want to go deeper, you can ask:

Show me the documentation for this.

Can you share the docs that support the steps you just mentioned?

Where can I learn more about Experience Builder?

These links open in a new tab, helping you verify answers and bookmark relevant resources.

Use It for Troubleshooting

Describe the problem clearly, including steps taken, observed results, and any error messages.

Example:

My Monetate tag is firing, but no experiences are showing. What could cause this?

The assistant can surface known solutions, validation steps, or diagnostic guides for issues like tag deployment, data quality, or configuration errors.

Use It for Code Assistance and API Examples

MONET Assistant can generate code snippets, API examples, and implementation templates based on Monetate’s SDKs, APIs, and front-end integrations.

For example, you can ask:

Show me a JavaScript example for capturing clicks on a navigation entry.

Give me a sample API call to fetch recommendations for a specific user segment.

Give me a CSS example to restyle my Add to Cart button.

Explore Industry-Specific Use Cases

MONET Assistant can highlight proven strategies and real-world examples across multiple industries to help you discover optimization opportunities:

Commerce & Retail

Optimize PDP layouts, reduce cart abandonment, recommend complementary products, or tailor homepage experiences by category or season.

Travel, Hospitality, & Leisure

Personalize offers based on origin market or weather, test booking flows, showcase destination content dynamically, or promote loyalty upgrades.

Financial Services & Insurance

Adjust messaging by customer intent or eligibility, streamline quote flows, optimize cross-sell and renewal journeys, and increase digital engagement securely.

Healthcare & Regulated Industries

Surface content tailored to patient segments or provider roles, personalize education resources, and drive engagement while maintaining compliance standards.

Communications, Media & Technology

Optimize subscription conversion flows, personalize content recommendations, promote trending topics, and test engagement-driven layouts.

Ask:

What are proven optimization tactics for retail brands to lift average order value and reduce cart abandonment?

Show me travel and hospitality examples using dynamic recommendations to increase booking conversion.

Use It for Continuous Learning

The assistant isn’t just for quick answers — it’s a powerful tool for learning Monetate inside out.

Ask it to:

Explain core concepts: “How does targeting differ from segmentation?”
Summarize best practices: “What’s the best practice for measuring lift in experiments?”
Compare approaches: “When should I use dynamic content vs. recommendations?”
Outline processes: “What’s the end-to-end workflow for building a personalization experience?”

This helps new users ramp up faster and experienced users deepen their expertise through ongoing, conversational learning.

Provide Feedback to Refine Responses

If an answer isn’t quite right, say so. You can ask:

That’s close — can you clarify how this applies to recommendations?

Show another approach.

Your feedback helps the assistant refine its results and continuously improve the guidance it provides.

Summary

The MONET Assistant is both a powerful learning companion and a daily productivity tool. To get the best results:

Ask clear, specific questions using Monetate terminology.
Use follow-up questions to build deeper understanding.
Break complex topics into steps for detailed guidance.
Use it for code assistance and API examples to generate ready-to-review snippets for JavaScript, CSS, or Monetate API integrations.
Explore industry use cases to inspire your strategies.
Use documentation links to explore official resources.
Leverage it for continuous learning, troubleshooting, and best practices.
Give feedback to refine and improve future responses.

By following these best practices, you’ll unlock the full potential of the MONET Assistant — helping you work smarter, troubleshoot faster, and maximize results across Monetate’s personalization and optimization tools.