Set up your QAiry environment

Check your business units

Every business unit you opened QAiry from appears here as a card with its name and MID. The one you are working in shows Currently in use.

1. Check that the right business unit carries the Parent BU label. If not, click Set as parent on the business unit that holds your shared folders.
2. On each card, set the Default automation timezone. New schedules in that business unit start with this timezone.

To work in another business unit, switch business unit in Marketing Cloud and open QAiry again.

Connect your Data Extensions

Nothing is imported automatically. You choose which Data Extensions QAiry can use, and you describe them so the AI understands what they contain.

1. Browse your Marketing Cloud folders on the left and open a folder.
2. On a Data Extension, open the menu and choose View.
3. Fill in the Description (required) and, if useful, an Alias.
4. Review the description of each field. Click Fill with AI to draft the missing ones, then correct them.
5. Click Sync. The status changes to Connected.
6. Open Synchronized and switch on the Data Extensions the AI should use.

• Descriptions matter. Short, accurate descriptions of tables and fields are what the AI reads to pick the right data.
• Data Views need no setup. Sends, opens, clicks and bounces are always available.
• Tags are optional. Group connected Data Extensions with tags to limit a request to one group.
• After a change in Marketing Cloud, click refresh to reload folders and fields.

Define the relationships

A relationship tells QAiry which fields join two Data Extensions, so it can write correct SQL.

1. Click the + button to create a relationship.
2. Choose the two Data Extensions. Only connected Data Extensions are listed.
3. Choose the cardinality: One-to-one, One-to-many or Many-to-many.
4. Map the joining fields. One pair is required, and you can add up to five.
5. Click Create.

Switch between Table view and Graph view to check your data model at a glance.

Describe your business to the AI

The business context is what the assistant is told about each business unit: its industry, vocabulary and typical audience requests. It is read on every message, so keep it factual.

1. Select the business unit, if you have more than one.
2. Click Suggest from connected data to get a first draft based on your connected Data Extensions.
3. Review Company, Industry, Business description and Typical audience requests.
4. Click Save context.

Do this after step 7, because the suggestion is based on the Data Extensions you connected. Only an Administrator can edit the business context.

Assign roles to your team

There is no invitation to send. A user appears in the list after opening QAiry from Marketing Cloud for the first time.

1. Ask each teammate to open QAiry once.
2. Choose a Role for each person: Administrator, Data manager, Analyst or Viewer.
3. Use Folder access to choose whether a person works with all folders or only the ones you select.
4. Use Lock for anyone who should no longer have access.

See what each role can do below.

Build your first audience

Your environment is ready. Describe the audience you need in plain language and QAiry generates a Data Extension preview. You can build the same audience in three ways and switch between them:

• Chat: write your request and refine it in conversation.
• Manual Edit: select Data Extensions, define joins and apply filters visually.
• SQL: review or adjust the query by hand.

Schedule it

Keep your audiences up to date with a schedule. Choose how it runs:

• Automation Studio: QAiry creates and schedules the automation in Marketing Cloud.
• QAiry API: QAiry starts every query one after the other using the Marketing Cloud API.

Then set the start date, the timezone and the frequency: once, hourly, daily, weekdays, weekly, monthly or yearly. In a waterfall, a step starts only after the previous query succeeds.