¶ Checklist for Enabling AI
This checklist helps the Client Success Manager (CSM) onboard a new client with Pixis AI. It ensures the CSM gets all the right access, permissions, and data connections to use Pixis AI's optimization features effectively.
You can also find the checklist in Google Sheet format here.
The checklist is divided into 4 phases:
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Discovery
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Observation
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Recommendations
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Calibration
¶ Discovery Stage
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Check if we have all the required accesses.
Facebook
Client’s account access to our Pixis Business Manager
Edit access to Narayan's FB Account for the following items-
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Page
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Pixels
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Catalog
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App
Note: If a client is not comfortable sharing BM access (Meta), the team can request access through individual IDs, including Narayan’s ID or another CSM’s ID.
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Google: The Account must be added to Aiquire MCC, or respective Agency's MCC.
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For Google, if only view access is required initially, it can be shared via performance.prod@pixis.ai; later, edit access can be managed through MCC.
For information on how to get access to different platforms from clients, please refer to the slides on Google Drive.
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Provide View Access to internal teammates
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Share view-only access to the ad account to the following teammates-
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Swati
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Respective Client Partner
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Tejas
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Mukul
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CSM
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Other concerned POC in the team like Performance Manager.
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Backend Data Access: Ensure we have backend data access, if applicable.
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Access to the 3rd party tool on - reporting@pixis.ai
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¶ Observation Stage
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Custom Audience terms to be accepted by Narayan (For Meta Accounts only)
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Create an Agency and Brand on Admin Panel (With Product Support Help)
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Generate user for Client POC
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Manually connect the ad account to the brand
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Plugin Installed by client
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Al Groups created
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Daily Tracker created and updated with backend data
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Backend data integration (If the SOT is Backend Data)
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Data on 3rd Party Google Sheet (In case SOT is 3rd party data tool)
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Configure Stories on Admin Panel (Only in case of Google Search Pilot)
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Configure Optimize
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[3rd Party Data] Check UTM Parameters: Check UTM parameters for Pixis campaigns if the SOT is 3rd party data
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Added Business Unit to generate CAI recommendations.
¶ Recommendation
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Activated Phase 2 - Recommendation
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Check recommendations - Day 1
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Check recommendations - Day 2
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Check recommendations - Day 3
¶ Calibration Phase
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Activated Phase 3 - Calibration: Phase 3 acti vated for the brand from the admin panel.
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Action Flags ticked on Optimize: Action flags ticked for all required adsets/campaigns.
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Check Actions - Day 1
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Check Actions - Day 2
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Check Actions - Day 3