Cortex AI Setup and User Guide

At a glance: Cortex AI is a new capability that analyzes your connected marketing and store data to automatically generate, recommend, and implement improvements for your business, focusing on maximizing ROI and Average Order Value (AOV).


Definitions

  • Cortex AI: An AI-powered capability from Lifetimely that analyzes your business data to recommend and automate improvements.
  • Channel: An external system that Cortex AI can analyze and take action within, such as Meta/Facebook Ads or Slide Cart.
  • Recommendations: Daily recommendations from Cortex AI for optimizing your connected channels. These can be reviewed, adjusted, and approved for automatic implementation.

How it works

Cortex AI analyzes data from your connected channels to generate tailored recommendations. Once you approve a recommendation, Cortex AI automates the changes directly in the connected system (e.g., adjusting ad campaign budgets on Meta or creating new upsells in Slide Cart).

Supported Channels

Channel Functionality
Meta/Facebook Ads Analyzes campaigns and groups to recommend and apply optimizations for maximizing ROI.
Google Ads Analyzes campaigns and groups to recommend and apply optimizations for maximizing ROI.
Slide Cart (by AMP) Scans your product catalog and existing upsells to recommend and automate high-converting upsell strategies to increase AOV.

Key Sections of Cortex AI

When you navigate to Cortex AI, you'll find three main sections:

1. New Recommendations

This is the landing page where daily recommendations are displayed in a card format.

  • Review: Each card includes the Action (summary of the change), Expected Outcome, Summary of the data, and Reason & Analysis (detailed logic).

    Actions:

    • Approve: Implements the change in the connected channel.
    • Decline: Removes the recommendation (you can optionally leave feedback).
    • No Action: The recommendation expires after 24 hours and refreshes.
  • Adjustments: You can query recommendations before approval using the chat section in the detail view.

2. Approved Recommendations

This section lists all approved and implemented recommendations, allowing you to track the outcomes and monitor their ongoing performance.


3. Settings

Use this section to fine-tune Cortex AI:

  • Primary Business Goal: Focus recommendations around your top priority.
  • Slack Integration: Connect to Slack to receive and review recommendations directly in your workspace.
  • Coach Cortex AI: Add custom context about your business profile and goals.

FAQs

  • What AI model does Cortex AI use?

    It currently uses OpenAI's 'GPT‑4o mini' model but we could change it in the future, depending on their progress, development and which models are most effective for our use cases.

  • Is Cortex AI available to all account members? 

    Yes, all users of a Lifetimely account can access Cortex AI.

  • Is my data shared with third-party AI models?

    Yes. We share aggregate data and metrics, as well as any additional information entered. No personal or identifiable information for end customers is shared. We take data privacy very seriously. You can read more here: Privacy Policy

  • What does ‘beta’ mean?

    Cortex AI is a new feature in beta. This means it is still being improved, and you should expect regular updates and enhancements.

  • Is Cortex AI different from Ask AMP AI?

Yes — Cortex AI and Ask AMP AI are different.

Ask AMP AI is designed to help you better understand your data and business by giving you a simple, chat-based way to ask questions of your data and unearth insights you might otherwise have missed.

For example, you might want to know more about which cohort drives the highest LTV — simply ask by clicking the Ask AMP AI button in the top right of the report.

Cortex AI goes further and deeper by analyzing your store data and making active recommendations that you can choose to implement with a single click. It can make recommendations on how to optermize your marketing investment across Google, Meta plus AMP apps such as Slide Cart.

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