Enhance speech synthesis and video generation models with RLHF using a …

As generative AI models advance in creating multimedia content, the difference between good and great output often lies in the details that only human feedback can capture. Audio and video segmentation provides a structured way to gather this detailed feedback, allowing models to learn through reinforcement learning from human feedback (RLHF) and supervised fine-tuning (SFT). Annotators can precisely mark and evaluate specific moments in audio or video content, helping models understand what makes content feel authentic to human viewers and listeners.
Take, for instance, text-to-video generation, where models need to learn not just what to generate but how to maintain consistency and natural flow across time. When creating a scene of a person performing a sequence of actions, factors like the timing of movements, visual consistency, and smoothness of transitions contribute to the quality. Through precise segmentation and annotation, human annotators can provide detailed feedback on each of these aspects, helping models learn what makes a generated video sequence feel natural rather than artificial. Similarly, in text-to-speech applications, understanding the subtle nuances of human speech—from the length of pauses between phrases to changes in emotional tone—requires detailed human feedback at a segment level. This granular input helps models learn how to produce speech that sounds natural, with appropriate pacing and emotional consistency. As large language models (LLMs) increasingly integrate more multimedia capabilities, human feedback becomes even more critical in training them to generate rich, multi-modal content that aligns with human quality standards.
The path to creating effective AI models for audio and video generation presents several distinct challenges. Annotators need to identify precise moments where generated content matches or deviates from natural human expectations. For speech generation, this means marking exact points where intonation changes, where pauses feel unnatural, or where emotional tone shifts unexpectedly. In video generation, annotators must pinpoint frames where motion becomes jerky, where object consistency breaks, or where lighting changes appear artificial. Traditional annotation tools, with basic playback and marking capabilities, often fall short in capturing these nuanced details.
Amazon SageMaker Ground Truth enables RLHF by allowing teams to integrate detailed human feedback directly into model training. Through custom human annotation workflows, organizations can equip annotators with tools for high-precision segmentation. This setup enables the model to learn from human-labeled data, refining its ability to produce content that aligns with natural human expectations.
In this post, we show you how to implement an audio and video segmentation solution in the accompanying GitHub repository using SageMaker Ground Truth. We guide you through deploying the necessary infrastructure using AWS CloudFormation, creating an internal labeling workforce, and setting up your first labeling job. We demonstrate how to use Wavesurfer.js for precise audio visualization and segmentation, configure both segment-level and full-content annotations, and build the interface for your specific needs. We cover both console-based and programmatic approaches to creating labeling jobs, and provide guidance on extending the solution with your own annotation needs. By the end of this post, you will have a fully functional audio/video segmentation workflow that you can adapt for various use cases, from training speech synthesis models to improving video generation capabilities.
Feature Overview
The integration of Wavesurfer.js in our UI provides a detailed waveform visualization where annotators can instantly see patterns in speech, silence, and audio intensity. For instance, when working on speech synthesis, annotators can visually identify unnatural gaps between words or abrupt changes in volume that might make generated speech sound robotic. The ability to zoom into these waveform patterns means they can work with millisecond precision—marking exactly where a pause is too long or where an emotional transition happens too abruptly.
In this snapshot of audio segmentation, we are capturing a customer-representative conversation, annotating speaker segments, emotions, and transcribing the dialogue. The UI allows for playback speed adjustment and zoom functionality for precise audio analysis.

The multi-track feature lets annotators create separate tracks for evaluating different aspects of the content. In a text-to-speech task, one track might focus on pronunciation accuracy, another on emotional consistency, and a third on natural pacing. For video generation tasks, annotators can mark segments where motion flows naturally, where object consistency is maintained, and where scene transitions work well. They can adjust playback speed to catch subtle details, and the visual timeline for precise start and end points for each marked segment.
In this snapshot of video segmentation, we’re annotating a scene with dogs, tracking individual animals, their colors, emotions, and gaits. The UI also enables overall video quality assessment, scene change detection, and object presence classification.

Annotation process
Annotators begin by choosing Add New Track and selecting appropriate categories and tags for their annotation task. After you create the track, you can choose Begin Recording at the point where you want to start a segment. As the content plays, you can monitor the audio waveform or video frames until you reach the desired end point, then choose Stop Recording. The newly created segment appears in the right pane, where you can add classifications, transcriptions, or other relevant labels. This process can be repeated for as many segments as needed, with the ability to adjust segment boundaries, delete incorrect segments, or create new tracks for different annotation purposes.

Importance of high-quality data and reducing labeling errors
High-quality data is essential for training generative AI models that can produce natural, human-like audio and video content. The performance of these models depends directly on the accuracy and detail of human feedback, which stems from the precision and completeness of the annotation process. For audio and video content, this means capturing not just what sounds or looks unnatural, but exactly when and how these issues occur.
Our purpose built UI in SageMaker Ground Truth addresses common challenges in audio and video annotation that often lead to inconsistent or imprecise feedback. When annotators work with long audio or video files, they need to mark precise moments where generated content deviates from natural human expectations. For example, in speech generation, an unnatural pause might last only a fraction of a second, but its impact on perceived quality is significant. The tool’s zoom functionality allows annotators to expand these brief moments across their screen, making it possible to mark the exact start and end points of these subtle issues. This precision helps models learn the fine details that separate natural from artificial-sounding speech.
Solution overview
This audio/video segmentation solution combines several AWS services to create a robust annotation workflow. At its core, Amazon Simple Storage Service (Amazon S3) serves as the secure storage for input files, manifest files, annotation outputs, and the web UI components. SageMaker Ground Truth provides annotators with a web portal to access their labeling jobs and manages the overall annotation workflow. The following diagram illustrates the solution architecture.

The UI template, which includes our specialized audio/video segmentation interface built with Wavesurfer.js, requires specific JavaScript and CSS files. These files are hosted through Amazon CloudFront distribution, providing reliable and efficient delivery to annotators’ browsers. By using CloudFront with an origin access identity and appropriate bucket policies, we allow the UI components to be served to annotators. This setup follows AWS best practices for least-privilege access, making sure CloudFront can only access the specific UI files needed for the annotation interface.
Pre-annotation and post-annotation AWS Lambda functions are optional components that can enhance the workflow. The pre-annotation Lambda function can process the input manifest file before data is presented to annotators, enabling any necessary formatting or modifications. Similarly, the post-annotation Lambda function can transform the annotation outputs into specific formats required for model training. These functions provide flexibility to adapt the workflow to specific needs without requiring changes to the core annotation process.
The solution uses AWS Identity and Access Management (IAM) roles to manage permissions:

A SageMaker Ground Truth IAM role enables access to Amazon S3 for reading input files and writing annotation outputs
If used, Lambda function roles provide the necessary permissions for preprocessing and postprocessing tasks

Let’s walk through the process of setting up your annotation workflow. We start with a simple scenario: you have an audio file stored in Amazon S3, along with some metadata like a call ID and its transcription. By the end of this walkthrough, you will have a fully functional annotation system where your team can segment and classify this audio content.
Prerequisites
For this walkthrough, make sure you have the following:

Familiarity with SageMaker Ground Truth labeling jobs and the workforce portal
Basic understanding of CloudFormation templates
An AWS account with permissions to deploy CloudFormation stacks
A SageMaker Ground Truth private workforce configured for labeling jobs
Permissions to launch CloudFormation stacks that create and configure S3 buckets, CloudFront distributions, and Lambda functions automatically

Create your internal workforce
Before we dive into the technical setup, let’s create a private workforce in SageMaker Ground Truth. This allows you to test the annotation workflow with your internal team before scaling to a larger operation.

On the SageMaker console, choose Labeling workforces.
Choose Private for the workforce type and create a new private team.
Add team members using their email addresses—they will receive instructions to set up their accounts.

Deploy the infrastructure
Although this demonstrates using a CloudFormation template for quick deployment, you can also set up the components manually. The assets (JavaScript and CSS files) are available in our GitHub repository. Complete the following steps for manual deployment:

Download these assets directly from the GitHub repository.
Host them in your own S3 bucket.
Set up your own CloudFront distribution to serve these files.
Configure the necessary permissions and CORS settings.

This manual approach gives you more control over infrastructure setup and might be preferred if you have existing CloudFront distributions or a need to customize security controls and assets.
The rest of this post will focus on the CloudFormation deployment approach, but the labeling job configuration steps remain the same regardless of how you choose to host the UI assets.

This CloudFormation template creates and configures the following AWS resources:

S3 bucket for UI components:

Stores the UI JavaScript and CSS files
Configured with CORS settings required for SageMaker Ground Truth
Accessible only through CloudFront, not directly public
Permissions are set using a bucket policy that grants read access only to the CloudFront Origin Access Identity (OAI)

CloudFront distribution:

Provides secure and efficient delivery of UI components
Uses an OAI to securely access the S3 bucket
Is configured with appropriate cache settings for optimal performance
Access logging is enabled, with logs being stored in a dedicated S3 bucket

S3 bucket for CloudFront logs:

Stores access logs generated by CloudFront
Is configured with the required bucket policies and ACLs to allow CloudFront to write logs
Object ownership is set to ObjectWriter to enable ACL usage for CloudFront logging
Lifecycle configuration is set to automatically delete logs older than 90 days to manage storage

Lambda function:

Downloads UI files from our GitHub repository
Stores them in the S3 bucket for UI components
Runs only during initial setup and uses least privilege permissions
Permissions include Amazon CloudWatch Logs for monitoring and specific S3 actions (read/write) limited to the created bucket

After the CloudFormation stack deployment is complete, you can find the CloudFront URLs for accessing the JavaScript and CSS files on the AWS CloudFormation console. You need these CloudFront URLs to update your UI template before creating the labeling job. Note these values—you will use them when creating the labeling job.
Prepare your input manifest
Before you create the labeling job, you need to prepare an input manifest file that tells SageMaker Ground Truth what data to present to annotators. The manifest structure is flexible and can be customized based on your needs. For this post, we use a simple structure:

{
“source”: “s3://YOUR-BUCKET/audio/sample1.mp3”,
“call-id”: “call-123”,
“transcription”: “Customer: I’m really happy with your smart home security system. However, I have feature request that would make it betternRepresentative: We’re always eager to hear from our customers. What feature would you like to see added ? ”
}

You can adapt this structure to include additional metadata that your annotation workflow requires. For example, you might want to add speaker information, timestamps, or other contextual data. The key is making sure your UI template is designed to process and display these attributes appropriately.
Create your labeling job
With the infrastructure deployed, let’s create the labeling job in SageMaker Ground Truth. For full instructions, refer to Accelerate custom labeling workflows in Amazon SageMaker Ground Truth without using AWS Lambda.

On the SageMaker console, choose Create labeling job.
Give your job a name.
Specify your input data location in Amazon S3.
Specify an output bucket where annotations will be stored.
For the task type, select Custom labeling task.
In the UI template field, locate the placeholder values for the JavaScript and CSS files and update as follows:

Replace audiovideo-wavesufer.js with your CloudFront JavaScript URL from the CloudFormation stack outputs.
Replace audiovideo-stylesheet.css with your CloudFront CSS URL from the CloudFormation stack outputs.

<!– Custom Javascript and Stylesheet –>
<script src=”audiovideo-wavesufer.js”></script>
<link rel=”stylesheet” href=”audiovideo-stylesheet.css”>

Before you launch the job, use the Preview feature to verify your interface.

You should see the Wavesurfer.js interface load correctly with all controls working properly. This preview step is crucial—it confirms that your CloudFront URLs are correctly specified and the interface is properly configured.
Programmatic setup
Alternatively, you can create your labeling job programmatically using the CreateLabelingJob API. This is particularly useful for automation or when you need to create multiple jobs. See the following code:

response = sagemaker.create_labeling_job(
LabelingJobName=”audio-segmentation-job-demo”,
LabelAttributeName=”label”,
InputConfig={
“DataSource”: {
“S3DataSource”: {
“ManifestS3Uri”: “s3://your-bucket-name/path-to-manifest”
}
}
},
OutputConfig={
“S3OutputPath”: “s3://your-bucket-name/path-to-output-file”
},
RoleArn=”arn:aws:iam::012345678910:role/SagemakerExecutionRole”,

# Optionally add PreHumanTaskLambdaArn or AnnotationConsolidationConfig
HumanTaskConfig={
“TaskAvailabilityLifetimeInSeconds”: 21600,
“TaskTimeLimitInSeconds”: 3600,
“WorkteamArn”: “arn:aws:sagemaker:us-east-1:012345678910:workteam/private-crowd/work-team-name”,
“TaskDescription”: ” Evaluate model-generated text responses based on a reference image.”,
“MaxConcurrentTaskCount”: 1000,
“TaskTitle”: ” Evaluate Model Responses Based on Image References”,
“NumberOfHumanWorkersPerDataObject”: 1,
“UiConfig”: {
“UiTemplateS3Uri”: “s3://your-bucket-name/path-to-ui-template”

The API approach offers the same functionality as the SageMaker console, but allows for automation and integration with existing workflows. Whether you choose the SageMaker console or API approach, the result is the same: a fully configured labeling job ready for your annotation team.
Understanding the output
After your annotators complete their work, SageMaker Ground Truth will generate an output manifest in your specified S3 bucket. This manifest contains rich information at two levels:

Segment-level classifications – Details about each marked segment, including start and end times and assigned categories
Full-content classifications – Overall ratings and classifications for the entire file

Let’s look at a sample output to understand its structure:

{
“answers”: [
{
“acceptanceTime”: “2024-11-04T18:33:38.658Z”,
“answerContent”: {
“annotations”: {
“categories”: {
“language”: [
“English”,
“Hindi”,
“Spanish”,
“French”,
“German”,
“Dutch”
],
“speaker”: [
“Customer”,
“Representative”
]
},
“startTimestamp”: 1730745219028,
“startUTCTime”: “Mon, 04 Nov 2024 18:33:39 GMT”,
“streams”: {
“language”: [
{
“id”: “English”,
“start”: 0,
“end”: 334.808635,
“text”: “Sample text in English”,
“emotion”: “happy”
},
{
“id”: “Spanish”,
“start”: 334.808635,
“end”: 550.348471,
“text”: “Texto de ejemplo en español”,
“emotion”: “neutral”
}
]
},
“endTimestamp”: 1730745269602,
“endUTCTime”: “Mon, 04 Nov 2024 18:34:29 GMT”,
“elapsedTime”: 50574
},
“backgroundNoise”: {
“ambient”: false,
“music”: true,
“traffic”: false
},
“emotiontag”: “Neutral”,
“environmentalSounds”: {
“birdsChirping”: false,
“doorbell”: true,
“footsteps”: false
},
“rate”: {
“1”: false,
“2”: false,
“3”: false,
“4”: false,
“5”: true
},
“textTranslationFinal”: “sample text for transcription”
}
}
]
}

This two-level annotation structure provides valuable training data for your AI models, capturing both fine-grained details and overall content assessment.
Customizing the solution
Our audio/video segmentation solution is designed to be highly customizable. Let’s walk through how you can adapt the interface to match your specific annotation requirements.
Customize segment-level annotations
The segment-level annotations are controlled in the report() function of the JavaScript code. The following code snippet shows how you can modify the annotation options for each segment:

ranges.forEach(function (r) {
// … existing code …

// Example: Adding a custom dropdown for speaker identification
var speakerDropdown = $(‘<select>’).attr({
name: ‘speaker’,
class: ‘custom-dropdown-width’
});
var speakerOptions = [‘Speaker A’, ‘Speaker B’, ‘Multiple Speakers’, ‘Background Noise’];
speakerOptions.forEach(function(option) {
speakerDropdown.append($(‘<option>’).val(option).text(option));
});

// Example: Adding a checkbox for quality issues
var qualityCheck = $(‘<input>’).attr({
type: ‘checkbox’,
name: ‘quality_issue’
});
var qualityLabel = $(‘<label>’).text(‘Contains Quality Issues’);

tr.append($(‘<TD>’).append(speakerDropdown));
tr.append($(‘<TD>’).append(qualityCheck).append(qualityLabel));

// Add event listeners for your new fields
speakerDropdown.on(‘change’, function() {
r.speaker = $(this).val();
updateTrackListData(r);
});

qualityCheck.on(‘change’, function() {
r.hasQualityIssues = $(this).is(‘:checked’);
updateTrackListData(r);
});
});

You can remove existing fields or add new ones based on your needs. Make sure you’re updating the data model (updateTrackListData function) to handle your custom fields.
Modify full-content classifications
For classifications that apply to the entire audio/video file, you can modify the HTML template. The following code is an example of adding custom classification options:

<div class=”row”>
<div class=”col-6″>
<p><strong>Audio Quality Assessment:</strong></p>
<label class=”radio”>
<input type=”radio” name=”audioQuality” value=”excellent” style=”width: 20px;”>
Excellent
</label>
<label class=”radio”>
<input type=”radio” name=”audioQuality” value=”good” style=”width: 20px;”>
Good
</label>
<label class=”radio”>
<input type=”radio” name=”audioQuality” value=”poor” style=”width: 20px;”>
Poor
</label>
</div>
<div class=”col-6″>
<p><strong>Content Type:</strong></p>
<label class=”checkbox”>
<input type=”checkbox” name=”contentType” value=”interview” style=”width: 20px;”>
Interview
</label>
<label class=”checkbox”>
<input type=”checkbox” name=”contentType” value=”presentation” style=”width: 20px;”>
Presentation
</label>
</div>
</div>

The classifications you add here will be included in your output manifest, allowing you to capture both segment-level and full-content annotations.
Extending Wavesurfer.js functionality
Our solution uses Wavesurfer.js, an open source audio visualization library. Although we’ve implemented core functionality for segmentation and annotation, you can extend this further using Wavesurfer.js’s rich feature set. For example, you might want to:

Add spectrogram visualization
Implement additional playback controls
Enhance zoom functionality
Add timeline markers

For these customizations, we recommend consulting the Wavesurfer.js documentation. When implementing additional Wavesurfer.js features, remember to test thoroughly in the SageMaker Ground Truth preview to review compatibility with the labeling workflow.
Wavesurfer.js is distributed under the BSD-3-Clause license. Although we’ve tested the integration thoroughly, modifications you make to the Wavesurfer.js implementation should be tested in your environment. The Wavesurfer.js community provides excellent documentation and support for implementing additional features.
Clean up
To clean up the resources created during this tutorial, follow these steps:

Stop the SageMaker Ground Truth labeling job if it’s still running and you no longer need it. This will halt ongoing labeling tasks and stop additional charges from accruing.
Empty the S3 buckets by deleting all objects within them. S3 buckets must be emptied before they can be deleted, so removing all stored files facilitates a smooth cleanup process.
Delete the CloudFormation stack to remove all the AWS resources provisioned by the template. This action will automatically delete associated services like the S3 buckets, CloudFront distribution, Lambda function, and related IAM roles.

Conclusion
In this post, we walked through implementing an audio and video segmentation solution using SageMaker Ground Truth. We saw how to deploy the necessary infrastructure, configure the annotation interface, and create labeling jobs both through the SageMaker console and programmatically. The solution’s ability to capture precise segment-level annotations along with overall content classifications makes it particularly valuable for generating high-quality training data for generative AI models, whether you’re working on speech synthesis, video generation, or other multimedia AI applications. As you develop your AI models for audio and video generation, remember that the quality of human feedback directly impacts your model’s performance—whether you’re training models to generate more natural-sounding speech, create coherent video sequences, or understand complex audio patterns.
We encourage you to visit our GitHub repository to explore the solution further and adapt it to your specific needs. You can enhance your annotation workflows by customizing the interface, adding new classification categories, or implementing additional Wavesurfer.js features. To learn more about creating custom labeling workflows in SageMaker Ground Truth, visit Accelerate custom labeling workflows in Amazon SageMaker Ground Truth without using AWS Lambda and Custom labeling workflows.
If you’re looking for a turnkey data labeling solution, consider Amazon SageMaker Ground Truth Plus, which provides access to an expert workforce trained in various machine learning tasks. With SageMaker Ground Truth Plus, you can quickly receive high-quality annotations without the need to build and manage your own labeling workflows, reducing costs by up to 40% and accelerating the delivery of labeled data at scale.
Start building your annotation workflow today and contribute to the next generation of AI models that push the boundaries of what’s possible in audio and video generation.

About the Authors
Sundar Raghavan is an AI/ML Specialist Solutions Architect at AWS, helping customers leverage SageMaker and Bedrock to build scalable and cost-efficient pipelines for computer vision applications, natural language processing, and generative AI. In his free time, Sundar loves exploring new places, sampling local eateries and embracing the great outdoors.
Vineet Agarwal is a Senior Manager of Customer Delivery in the Amazon Bedrock team responsible for Human in the Loop services. He has been in AWS for over 2 years managing Go-to-Market activities, business and technical operations. Prior to AWS, he worked in SaaS , Fintech and Telecommunications industry in services leadership role. He has MBA from the Indian School of Business and B. Tech in Electronics and Communications Engineering from National Institute of Technology, Calicut (India). In his free time, Vineet loves playing racquetball and enjoying outdoor activities with his family.

Using responsible AI principles with Amazon Bedrock Batch Inference

Amazon Bedrock is a fully managed service that offers a choice of high-performing foundation models (FMs) from leading AI companies like AI21 Labs, Anthropic, Cohere, Meta, Mistral AI, Stability AI, and Amazon through a single API, along with a broad set of capabilities to build generative AI applications with security, privacy, and responsible AI.
The recent announcement of batch inference in Amazon Bedrock enables organizations to process large volumes of data efficiently at 50% less cost compared to On-Demand pricing. It’s especially useful when the use case is not latency sensitive and you don’t need real-time inference. However, as we embrace these powerful capabilities, we must also address a critical challenge: implementing responsible AI practices in batch processing scenarios.
In this post, we explore a practical, cost-effective approach for incorporating responsible AI guardrails into Amazon Bedrock Batch Inference workflows. Although we use a call center’s transcript summarization as our primary example, the methods we discuss are broadly applicable to a variety of batch inference use cases where ethical considerations and data protection are a top priority.
Our approach combines two key elements:

Ethical prompting – We demonstrate how to embed responsible AI principles directly into the prompts used for batch inference, preparing for ethical outputs from the start
Postprocessing guardrails – We show how to apply additional safeguards to the batch inference output, making sure that the remaining sensitive information is properly handled

This two-step process offers several advantages:

Cost-effectiveness – By applying heavy-duty guardrails to only the typically shorter output text, we minimize processing costs without compromising on ethics
Flexibility – The technique can be adapted to various use cases beyond transcript summarization, making it valuable across industries
Quality assurance – By incorporating ethical considerations at both the input and output stages, we maintain high standards of responsible AI throughout the process

Throughout this post, we address several key challenges in responsible AI implementation for batch inference. These include safeguarding sensitive information, providing accuracy and relevance of AI-generated content, mitigating biases, maintaining transparency, and adhering to data protection regulations. By tackling these challenges, we aim to provide a comprehensive approach to ethical AI use in batch processing.
To illustrate these concepts, we provide practical step-by-step guidance on implementing this technique.
Solution overview
This solution uses Amazon Bedrock for batch inference to summarize call center transcripts, coupled with the following two-step approach to maintain responsible AI practices. The method is designed to be cost-effective, flexible, and maintain high ethical standards.

Ethical data preparation and batch inference:

Use ethical prompting to prepare data for batch processing
Store the prepared JSONL file in an Amazon Simple Storage Service (Amazon S3) bucket
Use Amazon Bedrock batch inference for efficient and cost-effective call center transcript summarization

Postprocessing with Amazon Bedrock Guardrails:

After the completion of initial summarization, apply Amazon Bedrock Guardrails to detect and redact sensitive information, filter inappropriate content, and maintain compliance with responsible AI policies
By applying guardrails to the shorter output text, you optimize for both cost and ethical compliance

This two-step approach combines the efficiency of batch processing with robust ethical safeguards, providing a comprehensive solution for responsible AI implementation in scenarios involving sensitive data at scale.

In the following sections, we walk you through the key components of implementing responsible AI practices in batch inference workflows using Amazon Bedrock, with a focus on ethical prompting techniques and guardrails.
Prerequisites
To implement the proposed solution, make sure you have satisfied the following requirements:

Have an active AWS account.
Have an S3 bucket to store your data prepared for batch inference. To learn more about uploading files in Amazon S3, see Uploading objects.
Have an AWS Identity and Access Management (IAM) role for batch inference with a trust policy and Amazon S3 access (read access to the folder containing input data and write access to the folder storing output data).
Enable your selected models hosted on Amazon Bedrock. Refer to Supported Regions and models for batch inference for a complete list of supported models.
Create a guardrail based on your specific responsible AI needs. For instructions, see Create a guardrail.

Ethical prompting techniques
When setting up your batch inference job, it’s crucial to incorporate ethical guidelines into your prompts. The following is a concise example of how you might structure your prompt:

prompt = f”””
Summarize the following customer service transcript:

{transcript}

Instructions:
1. Focus on the main issue, steps taken, and resolution.
2. Maintain a professional and empathetic tone.
3. Do not include any personally identifiable information (PII) in the summary.
4. Use gender-neutral language even if gender is explicitly mentioned.
5. Reflect the emotional context accurately without exaggeration.
6. Highlight actionable insights for improving customer service.
7. If any part is unclear or ambiguous, indicate this in the summary.
8. Replace specific identifiers with generic terms like ‘the customer’ or ‘{{MASKED}}’.
“””

This prompt sets the stage for ethical summarization by explicitly instructing the model to protect privacy, minimize bias, and focus on relevant information.
Set up a batch inference job
For detailed instructions on how to set up and run a batch inference job using Amazon Bedrock, refer to Enhance call center efficiency using batch inference for transcript summarization with Amazon Bedrock. It provides detailed instructions for the following steps:

Preparing your data in the required JSONL format
Understanding the quotas and limitations for batch inference jobs
Starting a batch inference job using either the Amazon Bedrock console or API
Collecting and analyzing the output from your batch job

By following the instructions in our previous post and incorporating the ethical prompt provided in the preceding section, you’ll be well-equipped to set up batch inference jobs.
Amazon Bedrock Guardrails
After the batch inference job has run successfully, apply Amazon Bedrock Guardrails as a postprocessing step. This provides an additional layer of protection against potential ethical violations or sensitive information disclosure. The following is a simple implementation, but you can update this based on your data volume and SLA requirements:

import boto3, os, json, time

# Initialize Bedrock client and set guardrail details
bedrock_runtime = boto3.client(‘bedrock-runtime’)
guardrail_id = “<Your Guardrail ID>”
guardrail_version = “<Your Guardrail Version>”

# S3 bucket and file details i.e. output of batch inference job
bucket_name = ‘<S3 bucket with batch inference output>’
prefix = “<prefix>”
filename = ‘<filename>’

# Set up AWS session and S3 client
session = boto3.Session(
aws_access_key_id=os.environ.get(‘AWS_ACCESS_KEY_ID’),
aws_secret_access_key=os.environ.get(‘AWS_SECRET_ACCESS_KEY’),
region_name=os.environ.get(‘AWS_REGION’)
)
s3 = session.client(‘s3’)

# Read and process batch inference output from S3
output_data = []
try:
object_key = f”{prefix}{filename}”
json_data = s3.get_object(Bucket=bucket_name, Key=object_key)[‘Body’].read().decode(‘utf-8’)

for line in json_data.splitlines():
data = json.loads(line)
output_entry = {
‘request_id’: data[‘recordId’],
‘output_text’: data[‘modelOutput’][‘content’][0][‘text’]
}
output_data.append(output_entry)
except Exception as e:
print(f”Error reading JSON file from S3: {e}”)

# Function to apply guardrails and mask PII data
def mask_pii_data(batch_output: str):
try:
pii_data = [{“text”: {“text”: batch_output}}]
response = bedrock_runtime.apply_guardrail(
guardrailIdentifier=guardrail_id,
guardrailVersion=guardrail_version,
source=’OUTPUT’,
content=pii_data
)
return response[‘outputs’][0][‘text’] if response[‘action’] == ‘GUARDRAIL_INTERVENED’ else pii_data
except Exception as e:
print(f”An error occurred: {str(e)}”)

# Set up rate limiting: # 20 requests per minute, 3 seconds interval
rpm = 20
interval = 3

# Apply guardrails to each record
masked_data = []
for record in output_data:
iteration_start = time.time()

record[‘masked_data’] = mask_pii_data(record[‘output_text’])
masked_data.append(record)

# Implement rate limiting
time.sleep(max(0, interval – (time.time() – iteration_start)))

Key points about this implementation:

We use the apply_guardrail method from the Amazon Bedrock runtime to process each output
The guardrail is applied to the ‘OUTPUT’ source, focusing on postprocessing
We handle rate limiting by introducing a delay between API calls, making sure that we don’t exceed the requests per minute quota, which is 20 requests per minute
The function mask_pii_data applies the guardrail and returns the processed text if the guardrail intervened
We store the masked version for comparison and analysis

This approach allows you to benefit from the efficiency of batch processing while still maintaining strict control over the AI’s outputs and protecting sensitive information. By addressing ethical considerations at both the input (prompting) and output (guardrails) stages, you’ll have a comprehensive approach to responsible AI in batch inference workflows.
Although this example focuses on call center transcript summarization, you can adapt the principles and methods discussed in this post to various batch inference scenarios across different industries, always prioritizing ethical AI practices and data protection.
Ethical considerations for responsible AI
Although the prompt in the previous section provides a basic framework, there are many ethical considerations you can incorporate depending on your specific use case. The following is a more comprehensive list of ethical guidelines:

Privacy protection – Avoid including any personally identifiable information in the summary. This protects customer privacy and aligns with data protection regulations, making sure that sensitive personal data is not exposed or misused.
Factual accuracy – Focus on facts explicitly stated in the transcript, avoiding speculation. This makes sure that the summary remains factual and reliable, providing an accurate representation of the interaction without introducing unfounded assumptions.
Bias mitigation – Be mindful of potential biases related to gender, ethnicity, location, accent, or perceived socioeconomic status. This helps prevent discrimination and maintains fair treatment for your customers, promoting equality and inclusivity in AI-generated summaries.
Cultural sensitivity – Summarize cultural references or idioms neutrally, without interpretation. This respects cultural diversity and minimizes misinterpretation, making sure that cultural nuances are acknowledged without imposing subjective judgments.
Gender neutrality – Use gender-neutral language unless gender is explicitly mentioned. This promotes gender equality and minimizing stereotyping, creating summaries that are inclusive and respectful of all gender identities.
Location neutrality – Include location only if relevant to the customer’s issue. This minimizes regional stereotyping and focuses on the actual issue rather than unnecessary generalizations based on geographic information.
Accent awareness – If accent or language proficiency is relevant, mention it factually without judgment. This acknowledges linguistic diversity without discrimination, respecting the varied ways in which people communicate.
Socioeconomic neutrality – Focus on the issue and resolution, regardless of the product or service tier discussed. This promotes fair treatment regardless of a customer’s economic background, promoting equal consideration of customers’ concerns.
Emotional context – Use neutral language to describe emotions accurately. This provides insight into customer sentiment without escalating emotions, allowing for a balanced representation of the interaction’s emotional tone.
Empathy reflection – Note instances of the agent demonstrating empathy. This highlights positive customer service practices, encouraging the recognition and replication of compassionate interactions.
Accessibility awareness – Include information about any accessibility needs or accommodations factually. This promotes inclusivity and highlights efforts to accommodate diverse needs, fostering a more accessible and equitable customer service environment.
Ethical behavior flagging – Identify potentially unethical behavior without repeating problematic content. This helps identify issues for review while minimizing the propagation of inappropriate content, maintaining ethical standards in the summarization process.
Transparency – Indicate unclear or ambiguous information in the summary. This promotes transparency and helps identify areas where further clarification might be needed, making sure that limitations in understanding are clearly communicated.
Continuous improvement – Highlight actionable insights for improving customer service. This turns the summarization process into a tool for ongoing enhancement of service quality, contributing to the overall improvement of customer experiences.

When implementing ethical AI practices in your batch inference workflows, consider which of these guidelines are most relevant to your specific use case. You may need to add, remove, or modify instructions based on your industry, target audience, and specific ethical considerations. Remember to regularly review and update your ethical guidelines as new challenges and considerations emerge in the field of AI ethics.
Clean up
To delete the guardrail you created, follow the steps in Delete a guardrail.
Conclusion
Implementing responsible AI practices, regardless of the specific feature or method, requires a thoughtful balance of privacy protection, cost-effectiveness, and ethical considerations. In our exploration of batch inference with Amazon Bedrock, we’ve demonstrated how these principles can be applied to create a system that not only efficiently processes large volumes of data, but does so in a manner that respects privacy, avoids bias, and provides actionable insights.
We encourage you to adopt this approach in your own generative AI implementations. Start by incorporating ethical guidelines into your prompts and applying guardrails to your outputs. Responsible AI is an ongoing commitment—continuously monitor, gather feedback, and adapt your approach to align with the highest standards of ethical AI use. By prioritizing ethics alongside technological advancement, we can create AI systems that not only meet business needs, but also contribute positively to society.

About the authors
Ishan Singh is a Generative AI Data Scientist at Amazon Web Services, where he helps customers build innovative and responsible generative AI solutions and products. With a strong background in AI/ML, Ishan specializes in building Generative AI solutions that drive business value. Outside of work, he enjoys playing volleyball, exploring local bike trails, and spending time with his wife and dog, Beau.
Yanyan Zhang is a Senior Generative AI Data Scientist at Amazon Web Services, where she has been working on cutting-edge AI/ML technologies as a Generative AI Specialist, helping customers use generative AI to achieve their desired outcomes. Yanyan graduated from Texas A&M University with a PhD in Electrical Engineering. Outside of work, she loves traveling, working out, and exploring new things.

Revolutionizing knowledge management: VW’s AI prototype journey with …

Today, we’re excited to share the journey of the VW—an innovator in the automotive industry and Europe’s largest car maker—to enhance knowledge management by using generative AI, Amazon Bedrock, and Amazon Kendra to devise a solution based on Retrieval Augmented Generation (RAG) that makes internal information more easily accessible by its users. This solution efficiently handles documents that include both text and images, significantly enhancing VW’s knowledge management capabilities within their production domain.
The challenge
The VW engaged with AWS Industries Prototyping & Customer Engineering Team (AWSI-PACE) to explore ways to improve knowledge management in the production domain by building a prototype that uses advanced features of Amazon Bedrock, specifically Anthropic’s Claude 3 models, to extract and analyze information from private documents, such as PDFs containing text and images. The main technical challenge was to efficiently retrieve and process data in a multi-modal setup to provide comprehensive and accurate information from Chemical Compliance private documents.
PACE, a multi-disciplinary rapid prototyping team, focuses on delivering feature-complete initial products that enable business evaluation, determining feasibility, business value, and path to production. Using the PACE-Way (an Amazon-based development approach), the team developed a time-boxed prototype over a maximum of 6 weeks, which included a full stack solution with frontend and UX, backed by specialist expertise, such as data science, tailored for VW’s needs.
The choice of Anthropic’s Claude 3 models within Amazon Bedrock was driven by Claude’s advanced vision capabilities, enabling it to understand and analyze images alongside text. This multimodal interaction is crucial for applications that require extracting insights from complex documents containing both textual content and images. These features open up exciting possibilities for multimodal interactions, making it ideal for querying private PDF documents that include both text and images.
The integrated approach and ease of use of Amazon Bedrock in deploying large language models (LLMs), along with built-in features that facilitate seamless integration with other AWS services like Amazon Kendra, made it the preferred choice. By using Claude 3’s vision capabilities, we could upload image-rich PDF documents. Claude analyzes each image contained within these documents to extract text and understand the contextual details embedded in these visual elements. The extracted text and context from the images are then added to Amazon Kendra, enhancing the search-ability and accessibility of information within the system. This integration ensures that users can perform detailed and accurate searches across the indexed content, using the full depth of information extracted by Claude 3.
Architecture overview
Because of the need to provide access to proprietary information, it was decided early that the prototype would use RAG. The RAG approach, at this time an established solution to enhance LLMs with private knowledge, is implemented using a blend of AWS services that enable us to streamline the processing, searching, and querying of documents while at same time meeting non-functional requirements related to efficiency, scalability, and reliability. The architecture is centered around a native AWS serverless backend, which ensures minimal maintenance and high availability together with fast development.

Core components of the RAG system

Amazon Simple Storage Service (Amazon S3): Amazon S3 serves as the primary storage for source data. It’s also used for hosting static website components, ensuring high durability and availability.
Amazon Kendra: Amazon Kendra provides semantic search capabilities for ranking of documents and passages, it also deals with the overhead of handling text extraction, embeddings, and managing vector datastore.
Amazon Bedrock: This component is critical for processing and inference. It uses machine learning models to analyze and interpret the text and image data extracted from documents, integrating these insights to generate context-aware responses to queries.
Amazon CloudFront: Distributes the web application globally to reduce latency, offering users fast and reliable access to the RAG system’s interface.
AWS Lambda: Provides the serverless compute environment for running backend operations without provisioning or managing servers, which scales automatically with the application’s demands.
Amazon DynamoDB: Used for storing metadata and other necessary information for quick retrieval during search operations. Its fast and flexible NoSQL database service accommodates high-performance needs.
AWS AppSync: Manages real-time data synchronization and communication between the users’ interfaces and the serverless backend, enhancing the interactive experience.
Amazon Cognito: Manages user authentication and authorization, providing secure and scalable user access control. It supports integration with various identity providers to facilitate easy and secure user sign-in and registration processes.
Amazon API Gateway: Acts as the entry point for all RESTful API requests to the backend services, offering features such as throttling, monitoring, and API version management.
AWS Step Functions: Orchestrates the various AWS services involved in the RAG system, ensuring coordinated execution of the workflow.

Solution walkthrough
The process flow handles complex documents efficiently from the moment a user uploads a PDF. These documents are often large and contain numerous images. This workflow integrates AWS services to extract, process, and make content available for querying. This section details the steps involved in processing uploaded documents and ensuring that extracted data is searchable and contextually relevant to user queries (shown in the following figure).

Initiation and initial processing:

User access: A user accesses the web interface through CloudFront, which allows users to upload PDFs as shown in Image A in Results. These PDFs are stored in Amazon S3.
Text extraction: With the Amazon Kendra S3 connector, the solution indexes the S3 bucket repository of documents that the user has uploaded in Step 1. Amazon Kendra supports popular document types or formats such as PDF, HTML, Word, PowerPoint, and more. An index can contain multiple document formats. Amazon Kendra extracts the content inside the documents to make the documents searchable. The documents are parsed to optimize search on the extracted text within the documents. This means structuring the documents into fields or attributes that are used for search.
Step function activation: When an object is created in S3, such as a user uploading a file in Step 1, the solution will launch a step function that orchestrates the document processing workflow for adding image context to the Kendra index.

Image extraction and analysis:

Extract images: While Kendra indexes the text from the uploaded file, the step function extracts the images from the document. Extracting the images from the uploaded file allows the solution to process the images using Amazon Bedrock to extract text and contextual information. The code snippet that follows provides a sample of the code used to extract the images from the PDF file and save them back to S3.

import json
import fitz # PyMuPDF
import os
import boto3

# Initialize the S3 client
s3 = boto3.client(‘s3’)

def lambda_handler(event, context):
bucket_name = event[‘bucket_name’]
pdf_key = event[‘pdf_key’]

# Define the local paths
local_pdf_path = ‘/tmp/’ + os.path.basename(pdf_key)
local_image_dir = ‘/tmp/images’

# Ensure the image directory exists
if not os.path.exists(local_image_dir):
os.makedirs(local_image_dir)

# Download the PDF from S3
s3.download_file(bucket_name, pdf_key, local_pdf_path)

# Open the PDF file using PyMuPDF
pdf_file = fitz.open(local_pdf_path)
pdf_name = os.path.splitext(os.path.basename(local_pdf_path))[0] # Extract PDF base name for labeling

total_images_extracted = 0 # Counter for all images extracted from this PDF
image_filenames = [] # List to store the filenames of extracted images

# Iterate through each page of the PDF
for current_page_index in range(len(pdf_file)):
# Extract images from the current page
for img_index, img in enumerate(pdf_file.get_page_images(current_page_index)):
xref = img[0]
image = fitz.Pixmap(pdf_file, xref)

# Construct image filename with a global counter
image_filename = f”{pdf_name}_image_{total_images_extracted}.png”
image_path = os.path.join(local_image_dir, image_filename)
total_images_extracted += 1

# Save the image appropriately
if image.n < 5: # GRAY or RGB
image.save(image_path)
else: # CMYK, requiring conversion to RGB
new_image = fitz.Pixmap(fitz.csRGB, image)
new_image.save(image_path)
new_image = None

image = None

# Upload the image back to S3
s3.upload_file(image_path, bucket_name, f’images/{image_filename}’)

# Add the image filename to the list
image_filenames.append(image_filename)

# Return the response with the list of image filenames and total images extracted
return {
‘statusCode’: 200,
‘image_filenames’: image_filenames,
‘total_images_extracted’: total_images_extracted
}

Lambda function code:

Initialization: The function initializes the S3 client.
Event extraction: Extracts the bucket name and PDF key from the incoming event payload.
Local path set up: Defines local paths for storing the PDF and extracted images.
Directory creation: Ensures the directory for images exists.
PDF download: Downloads the PDF file from S3.
Image extraction: Opens the PDF and iterates through its pages to extract images.
Image processing: Saves the images locally and uploads them back to S3.
Filename collection: Collects the filenames of the uploaded images.
Return statement: Returns the list of image filenames and the total number of images extracted.

Text extraction from images: The image files processed from the previous step are then sent to Amazon Bedrock, where advanced models extract textual content and contextual details from the images. The step function uses a map state to iterate over the list of images, processing each one individually. Claude 3 offers image-to-text vision capabilities that can process images and return text outputs. It excels at analyzing and understanding charts, graphs, technical diagrams, reports, and other visual assets. Claude 3 Sonnet achieves comparable performance to other best-in-class models with image processing capabilities while maintaining a significant speed advantage. The following is a sample snippet that extracts the contextual information from each image in the map state.

import json
import base64
import boto3
from botocore.exceptions import ClientError

# Initialize the boto3 client for BedrockRuntime and S3
s3 = boto3.client(‘s3′, region_name=’us-west-2’)
bedrock_runtime = boto3.client(‘bedrock-runtime’, region_name=’us-west-2′)

def lambda_handler(event, context):
source_bucket = event[‘bucket_name’]
destination_bucket = event[‘destination_bucket’]
image_filename = event[‘image_filename’]

try:
# Get the image from S3
image_file = s3.get_object(Bucket=source_bucket, Key=image_filename)
contents = image_file[‘Body’].read()

# Encode the image to base64
encoded_string = base64.b64encode(contents).decode(‘utf-8’)

# Prepare the payload for Bedrock
payload = {
“modelId”: “anthropic.claude-3-sonnet-20240229-v1:0”,
“contentType”: “application/json”,
“accept”: “application/json”,
“body”: {
“anthropic_version”: “bedrock-2023-05-31”,
“max_tokens”: 4096,
“temperature”: 0.7,
“top_p”: 0.999,
“top_k”: 250,
“messages”: [
{
“role”: “user”,
“content”: [
{
“type”: “image”,
“source”: {
“type”: “base64”,
“media_type”: “image/png”,
“data”: encoded_string
}
},
{
“type”: “text”,
“text”: “Extract all text.”
}
]
}
]
}
}

# Call Bedrock to extract text from the image
body_bytes = json.dumps(payload[‘body’]).encode(‘utf-8’)
response = bedrock_runtime.invoke_model(
body=body_bytes,
contentType=payload[‘contentType’],
accept=payload[‘accept’],
modelId=payload[‘modelId’]
)

response = json.loads(response[‘body’].read().decode(‘utf-8’))
response_content = response[‘content’][0]
response_text = response_content[‘text’]

# Save the extracted text to S3
text_file_key = image_filename.replace(‘.png’, ‘.txt’)
s3.put_object(Bucket=destination_bucket, Key=text_file_key, Body=str(response_text))

return {
‘statusCode’: 200,
‘text_file_key’: text_file_key,
‘message’: f”Processed and saved text for {image_filename}”
}

except Exception as e:
return {
‘statusCode’: 500,
‘error’: str(e),
‘message’: f”An error occurred processing {image_filename}”
}

Lambda function code:

Initialization: The script initializes the boto3 clients for BedrockRuntime and S3 services to interact with AWS resources.
Lambda handler: The main function (lambda_handler) is invoked when the Lambda function is run. It receives the event and context parameters.
Retrieve image: The image file is retrieved from the specified S3 bucket using the get_object method.
Base64 encoding: The image is read and encoded to a base64 string, which is required for sending the image data to Bedrock.
Payload preparation: A payload is constructed with the base64 encoded image and a request to extract text.
Invoke Amazon Bedrock: The Amazon Bedrock model is invoked using the prepared payload to extract text from the image.
Process response: The response from Amazon Bedrock is parsed to extract the textual content.
Save text to S3: The extracted text is saved back to the specified S3 bucket with a filename derived from the original image filename.
Return statement: The function returns a success message and the key of the saved text file. If an error occurs, it returns an error message.

Data storage and indexing:

Save to S3: The extracted text from the images are saved back to S3 as text files.
Indexing by Amazon Kendra: After being saved in S3, the data is indexed by Amazon Kendra, making it searchable and accessible for queries. This indexing adds the image context to perform similarity searches in the RAG system.

User query with semantic search and inference
The semantic search and inference process of our solution plays a critical role in providing users with accurate and contextually relevant information based on their queries.
Semantic search focuses on understanding the intent and contextual meaning behind a user’s query instead of relying solely on keyword matching. Amazon Kendra, an advanced enterprise search service, uses semantic search to deliver more accurate and relevant results. By using natural language processing (NLP) and machine learning algorithms, Amazon Kendra can interpret the nuances of a query, ensuring that the retrieved documents and data align closely with the user’s actual intent.

User query handling:

User interaction: Users submit their queries through a user-friendly interface.

Semantic search with Amazon Kendra:

Context retrieval: Upon receiving a query, Amazon Kendra performs a semantic search to identify the most relevant documents and data. The advanced NLP capabilities of Amazon Kendra allow it to understand the intent and contextual nuances of the query.
Provision of relevant context: Amazon Kendra provides a list of documents that are ranked based on their relevance to the user’s query. This ensures that the response is not only based on keyword matches but also on the semantic relevance of the content. Note that Amazon Kendra also uses the text extracted from images, which was processed with Amazon Bedrock, to enhance the search results.

Inference with Amazon Bedrock:

Contextual analysis and inference: The relevant documents and data retrieved by Amazon Kendra are then passed to Amazon Bedrock. The inference models available in Amazon Bedrock consider both the context provided by Kendra and the specific details of the user query. This dual consideration allows Amazon Bedrock to formulate responses that are not only accurate but also finely tuned to the specifics of the query. The following are the snippets for generating prompts that help Bedrock provide accurate and contextually relevant responses:

def get_qa_prompt(self):
template = “””Use the following pieces of context to answer the question at the end. If you don’t know the answer, just say that you don’t know, don’t try to make up an answer.

{context}

Question: {question}”””
return PromptTemplate(template=template, input_variables=[“context”, “question”])

def get_prompt(self):
template = “””The following is a friendly conversation between a human and an AI. If the AI does not know the answer to a question, it truthfully says it does not know.

Current conversation:
{chat_history}

Question: {input}”””
input_variables = [“input”, “chat_history”]
prompt_template_args = {
“chat_history”: “{chat_history}”,
“input_variables”: input_variables,
“template”: template,
}
prompt_template = PromptTemplate(**prompt_template_args)
return prompt_template

def get_condense_question_prompt(self):
template = “””<conv>
{chat_history}
</conv>

<followup>
{question}
</followup>

Given the conversation inside the tags <conv></conv>, rephrase the follow up question you find inside <followup></followup> to be a standalone question, in the same language as the follow up question.
“””
return PromptTemplate(input_variables=[“chat_history”, “question”], template=template)

QA prompt explanation:

QA Prompt:

This prompt is designed to use the context provided by Amazon Kendra to answer a question accurately. The context provided by Amazon Kendra is from the most relevant documents and data processed by the semantic search from the user query.
It instructs the AI to use the given context and only provide an answer if it is certain; otherwise, it should admit not knowing the answer.

Response delivery:

Delivery to user: This response is then delivered back to the user; completing the cycle of query and response.

Results
Our evaluation of the system revealed significant multi-lingual capabilities, enhancing user interaction with documents in multiple languages:

Multilingual support: The model showed strong performance across different languages. Despite the documents being primarily in German, the system handled queries in English effectively. It translated the extracted text from the PDFs or images from German to English, providing responses in English. This feature was crucial for English-speaking users.
Seamless language transition: The system also supports transitions between languages. Users could ask questions in German and receive responses in German, maintaining context and accuracy. This dual-language functionality significantly enhanced efficiency, catering to documents containing both German and English.
Enhanced user experience: This multilingual capability broadened the system’s accessibility and ensured users could receive information in their preferred language, making interactions more intuitive.

Image A demonstrates a user querying their private data. The solution successfully answers the query using the private data. The answer isn’t derived from the extracted text within the files, but from an image embedded in the uploaded file.

Image B shows the specific image from which Amazon Bedrock extracted the text and added it to the index, enabling the system to provide the correct answer.

Image C also shows a scenario where, without the image context, the question cannot be answered.

Following the successful prototype development, Stefan Krawinkel from VW shared his thoughts:

“We are thrilled by the AWS team’s joy of innovation and the constant questioning of solutions for the requirements we brought to the prototype. The solutions developed give us a good overview of what is possible with generative AI, and what limits still exist today. We are confident that we will continue to push existing boundaries together with AWS to be able to offer attractive products to our customers.”

This testimonial highlights how the collaborative effort addressed the complex challenges and underscores the ongoing potential for innovation in future projects.
Additional thanks to Fabrizio Avantaggiato, Verena Koutsovagelis and Jon Reed for their work on this prototype.

About the Authors
Rui Costa specializes in Software Engineering and currently holds the position of Principal Solutions Developer within the AWS Industries Prototyping and Customer Engineering (PACE) Team based out of Jersey City, New Jersey.
Mahendra Bairagi is a Generative AI specialist who currently holds a position of Principal Solutions Architect – Generative AI within the AWS Industries and Customer Engineering (PACE) team. Throughout his more than 9 years at AWS, Mahendra has held a variety of pivotal roles, including Principal AI/ML Specialist, IoT Specialist, Principal Product Manager and head of Sports Innovations Lab. In these capacities, he has consistently led innovative solutions, driving significant advancements for both customers and partners.

Demo Post for Glossary (Not Indexed)

Shopify’s App Store is packed with options. In fact, there are over 8,000 apps available!. From email marketing to customer reviews to SEO, the possibilities are almost endless. But with so many choices, figuring out which ones are actually worth your time can be tricky.

Here’s the thing – not every app is a perfect fit for every business. 

The key is finding the tools that match your specific goals. Whether it’s increasing conversions, automating workflows, or building customer loyalty, choosing the right apps can make a big impact.

That’s what we are here for. 

In this post, we’re spotlighting 25 Shopify marketing apps that every ecommerce brand should know about. Whether they’re widely loved or hidden gems waiting to be discovered, these tools are built to deliver results. Let’s jump in!

See Who Is On Your Site Right Now!

Get names, emails, phone numbers & more.

Try it Free, No Credit Card Required

Start Your Free Trial

The Criteria for Choosing Your Shopify Marketing Apps

With thousands of Shopify marketing apps out there, picking the right ones for your store can feel like a challenge. To make the process easier, focus on these key criteria to ensure the apps you choose deliver real value.

1. Integration Capabilities

Your marketing apps need to play nicely with the tools you’re already using. 

Whether it’s syncing with Shopify data, connecting to your email marketing platform, or integrating with social media channels, seamless integration saves time and reduces headaches. Look for apps that fit smoothly into your existing tech stack.

2. User Experience and Ease of Use

No one has time for clunky, hard-to-navigate tools. Apps with intuitive interfaces and clear documentation let you hit the ground running without needing a degree in tech wizardry. The easier it is for you (and your team) to use, the faster you’ll see results.

3. Scalability and Pricing

Your business is growing and your apps need to grow with you. Consider tools that offer flexible pricing plans and features that can scale as your needs evolve. Bonus points if an app has a free trial or basic plan to test it out before committing.

4. Customer Support and Community Feedback

Even the best apps can hit a snag, so reliable customer support is a must. Check out user reviews and community forums to see how responsive the app’s team is to issues and updates. A strong community around an app is also a good sign that it’s trusted by other Shopify users.

It’s not about having the most apps. It’s about having the right ones and by keeping these criteria in mind, you can cut through the clutter and zero in on the apps that will actually help you. 

The Top 21 Shopify Marketing Apps for Ecommerce Stores

Here is the full list if you want to jump to a specific tool:

Website Visitor ID X-Ray Pixel

Klaviyo

Omnisend 

Customers.ai Signal  

Privy 

Yotpo 

Smile.io 

ReferralCandy 

Justuno

PushOwl 

Recart

Stamped.io 

Gorgias 

Tidio 

Seguno 

Loox 

ReConvert

PageFly

SEO Manager 

Plug in SEO 

Customers.ai Abandoned Cart Recovery

1. Website Visitor Identification X-Ray Pixel

The Customers.ai Website Visitor Identification Pixel is a tool designed to identify anonymous visitors to your website. By capturing visitor information such as email addresses and names, it enables businesses to engage with potential customers who might have otherwise remained unknown. This data can be seamlessly integrated into your marketing and sales workflows, enhancing lead generation and customer outreach efforts.

Unique Features:

High Identification Rate: The pixel can identify 20-35% of website visitors, providing a substantial increase in potential leads.

Data Enrichment: Beyond basic identification, it enriches visitor contacts with additional consumer or business data, offering deeper insights into your audience.

Seamless Integration: The tool integrates with various marketing platforms, allowing for automated email outreach and retargeting campaigns.

Use Case:

Imagine an ecommerce store experiencing high traffic but low conversion rates. By implementing the Customers.ai pixel, the store can identify a significant portion of its anonymous visitors, obtain their contact information, and initiate personalized email campaigns. 

This targeted approach can lead to increased engagement and higher conversion rates, effectively turning previously lost opportunities into sales.

Ratings & Reviews:

G2: Customers.ai holds a rating of 4.8 out of 5 stars.

Product Hunt: The Website Visitor Identification Pixel has received positive feedback, with users highlighting its efficiency in capturing visitor information and enhancing marketing efforts.

Overall, the Customers.ai Website Visitor Identification Pixel is a valuable tool for businesses aiming to maximize their website’s potential by converting anonymous visitors into actionable leads.

Here is how to identify your website visitors with Customers.ai.:

1. Sign up for a free account

If you don’t already have a Customers.ai account, sign up here (no credit card is required) and connect your business.

2. Install the x-ray pixel on your site

Installing the website identification x-ray pixel is easy and can be done through Tag Manager, Shopify, WordPress, and more

3. Verify the x-ray pixel is firing

4. Start identifying your website visitors

That’s it! Once the pixel is installed and verified, you can start identifying your website visitors.

2. Klaviyo for Shopify Marketing App

Klaviyo is a powerful email and SMS marketing platform designed specifically for ecommerce brands. It allows businesses to create personalized, data-driven marketing campaigns using customer insights. From email automation to advanced segmentation, Klaviyo provides the tools you need to engage your audience and drive sales.

Unique Features:

Advanced Segmentation: Klaviyo’s segmentation capabilities allow you to create hyper-targeted groups based on behavior, purchase history, and engagement.

Predictive Analytics: Leverage AI to forecast customer behavior, including likely next purchase dates and lifetime value.

Multi-Channel Marketing: Combine email and SMS campaigns in one platform for a seamless customer experience.

Ecommerce Integrations: Klaviyo integrates with major platforms like Shopify, WooCommerce, and Magento, making it easy to sync data for personalized campaigns.

Use Case:

An ecommerce brand selling beauty products can use Klaviyo to segment their audience based on purchase frequency. They could set up automated flows to re-engage customers who haven’t purchased in 90 days, offering them a discount on their favorite products. The result? A boost in repeat purchases and stronger customer loyalty.

Ratings & Reviews:

G2 Rating: 4.7 out of 5 stars

Capterra Rating: 4.6 out of 5 starsUsers praise Klaviyo for its ease of use, robust analytics, and the ability to create highly personalized campaigns. However, some note that the pricing can be steep for smaller businesses.

3. Omnisend Shopify Marketing App

Omnisend is an all-in-one marketing automation platform tailored for ecommerce businesses. It enables brands to create personalized email and SMS campaigns, automate workflows, and integrate multiple channels to enhance customer engagement. Omnisend offers seamless integration with Shopify, allowing for real-time data synchronization, which facilitates targeted marketing efforts and efficient customer segmentation.

Unique Features:

Omnichannel Marketing: Combine email, SMS, push notifications, and more within a single workflow to deliver a cohesive customer experience.

Pre-built Automation Workflows: Utilize ready-made workflows for cart abandonment, welcome series, order confirmations, and more, enabling quick setup and deployment.

Advanced Segmentation: Segment your audience based on shopping behavior, purchase history, and engagement levels to send highly targeted messages.

Drag-and-Drop Email Builder: Create visually appealing emails effortlessly with a user-friendly, drag-and-drop interface.

Use Case:

Consider an online apparel store aiming to reduce cart abandonment rates. By integrating Omnisend with their Shopify store, they can set up an automated cart abandonment workflow that sends a series of personalized emails and SMS messages to customers who left items in their carts. This multi-channel approach increases the likelihood of recovering lost sales and enhances customer retention.

Ratings & Reviews:

Shopify App Store: 4.8 out of 5 stars, based on over 5,300 reviews.

G2: 4.5 out of 5 stars, with users highlighting its ease of use and robust automation features.

4. Signal Shopify Marketing App

Signal by Customers.ai is a tool designed to enhance Shopify’s marketing capabilities by identifying return visitors that might otherwise go unnoticed. Shopify’s default tracking may miss visitors after a certain period, but Signal steps in to capture and identify those high-intent return visitors who are showing renewed interest in your store.

Unique Features:

Extended Visitor Identification: Signal identifies visitors returning to your Shopify store, even after the initial tracking window has expired.

High-Intent Focus: Pinpoints customers who are likely in-market and ready to make a purchase based on their return behavior.

Data Enrichment: Provides enriched profiles with actionable insights for personalized marketing efforts.

Use Case:

A Shopify store selling home decor notices many visitors returning after browsing but not completing their purchase. With Signal, the store can identify these return visitors and send personalized email campaigns featuring the products they viewed. This targeted follow-up can re-engage customers at the right moment, increasing conversions and driving sales.

Ratings & Reviews:

G2 Rating: 4.8 out of 5 stars

Customer Feedback: Users praise Signal for its ability to capture return visitors and convert previously lost opportunities into revenue.

Signal by Customers.ai ensures you’re not missing out on high-value return visitors, giving you the tools to engage them at the perfect time and drive more sales through your Shopify store.

5. Privy Shopify Marketing App

Privy is an all-in-one marketing platform designed to help Shopify businesses grow their sales through pop-ups, email, and SMS marketing. It enables merchants to create engaging website displays, automate email campaigns, and send targeted SMS messages, all aimed at increasing conversions and customer engagement. Privy integrates seamlessly with Shopify, allowing for easy synchronization of customer data and streamlined marketing efforts.

Unique Features:

Customizable Pop-Ups: Design and launch pop-up campaigns within minutes using a drag-and-drop editor, with options like spin-to-win wheels, countdown timers, and banners.

Email and SMS Automation: Automate welcome emails, cart abandonment reminders, and other campaigns to nurture leads and drive sales.

Advanced Targeting: Target campaigns based on exit intent, cart value, and website behavior to personalize customer interactions.

Seamless Shopify Integration: Privy syncs with Shopify to pull products and photos directly into emails and track campaign performance.

Use Case:

A Shopify store specializing in handmade jewelry wants to grow its email list and reduce cart abandonment. By implementing Privy, the store can create eye-catching pop-ups offering a discount in exchange for email sign-ups. Additionally, automated cart abandonment emails and SMS messages can be set up to remind customers of their pending purchases, leading to increased conversions and a larger subscriber base.

Ratings & Reviews:

Shopify App Store: 4.6 out of 5 stars, based on over 24,900 reviews.

Customer Feedback: Users commend Privy for its ease of use, robust features, and excellent customer support, noting significant improvements in email capture rates and sales.

6. Yotpo Shopify Marketing App

Yotpo is a comprehensive platform that enables businesses to collect and leverage customer reviews and user-generated content (UGC) to build trust and drive sales. By integrating with Shopify, Yotpo allows merchants to seamlessly gather and display authentic customer feedback, enhancing the shopping experience and boosting conversion rates.

Unique Features:

Automated Review Requests: Yotpo automates the process of soliciting reviews from customers post-purchase, increasing the volume of feedback collected.

Visual UGC Integration: The platform supports the collection and display of customer photos and videos, adding a visual element to reviews that enhances credibility.

Customizable Widgets: Merchants can tailor the appearance of review displays to align with their brand aesthetics, ensuring a cohesive look across the site.

Advanced Moderation Tools: Yotpo provides robust moderation capabilities, allowing businesses to manage and respond to reviews effectively.

Use Case:

A Shopify store specializing in eco-friendly products aims to build trust with potential customers. By implementing Yotpo, the store can collect and showcase authentic reviews and photos from satisfied customers. This user-generated content serves as social proof, reassuring new visitors of the product quality and encouraging them to make a purchase.

Ratings & Reviews:

Shopify App Store: 4.7 out of 5 stars, based on over 2,000 reviews.

Customer Feedback: Users praise Yotpo for its ease of integration, user-friendly interface, and the positive impact on customer engagement and sales.

7. Smile.io Shopify Marketing App

Smile.io is a loyalty and rewards platform designed to help Shopify merchants increase customer retention and lifetime value. By integrating seamlessly with Shopify, Smile.io enables businesses to create customized loyalty programs that reward customers for various actions, such as making purchases, referring friends, or engaging on social media. This fosters a sense of community and encourages repeat business.

Unique Features:

Points Programs: Reward customers with points for specific actions, which can be redeemed for discounts or other incentives.

Referral Programs: Encourage customers to refer friends by offering rewards to both the referrer and the new customer.

VIP Programs: Create tiered loyalty programs that offer exclusive perks to your most valuable customers.

Customization: Tailor the appearance and functionality of your loyalty program to align with your brand identity.

Use Case:

A Shopify store specializing in organic skincare products wants to boost customer loyalty and increase repeat purchases. By implementing Smile.io, the store sets up a points-based system where customers earn points for every purchase, social media engagement, and referrals. Accumulated points can be redeemed for discounts on future purchases, encouraging customers to return and fostering a loyal customer base.

Ratings & Reviews:

Shopify App Store: 4.8 out of 5 stars, based on over 6,000 reviews.

Customer Feedback: Users commend Smile.io for its user-friendly interface, seamless Shopify integration, and positive impact on customer engagement and retention.

8. Referral Candy Shopify Marketing App

ReferralCandy is a referral marketing platform designed to help Shopify merchants boost sales through word-of-mouth marketing. By integrating seamlessly with Shopify, it enables businesses to set up and manage customer referral programs, incentivizing existing customers to refer new ones. This approach leverages satisfied customers to drive new sales, enhancing customer acquisition efforts.

Unique Features:

Automated Referral Tracking: ReferralCandy automatically tracks referrals and rewards, simplifying program management.

Customizable Rewards: Merchants can tailor rewards to fit their brand, offering discounts, cash, or custom gifts to referrers and their friends.

Multi-Channel Sharing: Customers can share referral links via email, social media, or direct messaging, broadening the program’s reach.

Comprehensive Analytics: The platform provides detailed insights into referral performance, helping businesses optimize their programs.

Use Case:

A Shopify store specializing in fitness apparel aims to expand its customer base. By implementing ReferralCandy, the store sets up a program where existing customers receive a discount for each successful referral, and their referred friends also get a discount on their first purchase. This strategy encourages satisfied customers to promote the brand, leading to increased sales and a growing customer community.

Ratings & Reviews:

Shopify App Store: 4.8 out of 5 stars, based on over 1,800 reviews.

Customer Feedback: Users praise ReferralCandy for its ease of use, effective referral tracking, and positive impact on customer acquisition and sales growth.

9. JustUno Shopify Marketing App

Justuno is a conversion optimization platform that empowers Shopify merchants to enhance their website’s performance through targeted pop-ups, banners, and personalized messaging. By integrating seamlessly with Shopify, Justuno enables businesses to create engaging on-site experiences that drive conversions, increase average order value, and grow email lists.

Unique Features:

Advanced Targeting and Segmentation: Utilize over 80 targeting rules to display personalized messages based on visitor behavior, referral source, and more.

AI-Powered Product Recommendations: Leverage artificial intelligence to showcase relevant products, boosting cross-sell and upsell opportunities.

Design Flexibility: Create custom pop-ups and banners with a drag-and-drop editor, ensuring they align with your brand’s aesthetics.

A/B Testing: Test different designs and messaging to determine what resonates best with your audience, optimizing for higher conversion rates.

Use Case:

A Shopify store specializing in eco-friendly home goods aims to reduce cart abandonment and increase email subscribers. By implementing Justuno, the store sets up exit-intent pop-ups offering a discount to users about to leave without purchasing. Additionally, they create targeted banners promoting free shipping for orders over a certain amount, encouraging higher cart values. These strategies lead to a decrease in cart abandonment and a growth in their email list for future marketing efforts.

Ratings & Reviews:

Shopify App Store: 4.7 out of 5 stars, based on over 2,300 reviews.

Customer Feedback: Users commend Justuno for its robust features, ease of use, and positive impact on conversion rates and customer engagement.

10. PushOwl Shopify Marketing App

PushOwl is a web push notification app designed to help Shopify merchants re-engage visitors and boost sales. By integrating seamlessly with Shopify, PushOwl enables businesses to send real-time notifications directly to a user’s device, even when they’re not on the website. This facilitates timely communication about promotions, product updates, and cart reminders, enhancing customer engagement and driving conversions.

Unique Features:

Automated Abandoned Cart Recovery: Send automated reminders to visitors who left items in their cart, encouraging them to complete their purchase.

Personalized Notifications: Customize messages based on user behavior and preferences to increase relevance and effectiveness.

Segmentation: Target specific customer groups with tailored notifications, improving engagement rates.

Analytics and Reporting: Access detailed insights into notification performance to optimize future campaigns.

Use Case:

A Shopify store specializing in handmade crafts notices a high rate of cart abandonment. By implementing PushOwl, the store sets up automated push notifications that remind customers of their pending carts, offering a small discount as an incentive. This strategy leads to a significant increase in recovered sales and a reduction in cart abandonment rates.

Ratings & Reviews:

Shopify App Store: 4.9 out of 5 stars, based on over 3,000 reviews.

Customer Feedback: Users praise PushOwl for its ease of use, effective re-engagement capabilities, and responsive customer support.

11. Recart Shopify Marketing App

Recart is a marketing platform designed to help Shopify merchants enhance customer engagement and recover lost sales through SMS marketing and abandoned cart recovery. By integrating seamlessly with Shopify, Recart enables businesses to automate personalized SMS campaigns, capture leads, and send timely reminders to customers, thereby boosting conversions and fostering customer loyalty.

Unique Features:

SMS Marketing Automation: Create and schedule personalized SMS campaigns to engage customers with promotions, order updates, and more.

Abandoned Cart Recovery: Automatically send reminders to customers who have left items in their cart, encouraging them to complete their purchase.

List Growth Tools: Utilize pop-ups and other tools to capture email and SMS subscribers, expanding your marketing reach.

Analytics and Reporting: Access detailed insights into campaign performance to optimize strategies and improve ROI.

Use Case:

A Shopify store specializing in fitness apparel experiences a high rate of cart abandonment. By implementing Recart, the store sets up automated SMS reminders that are sent to customers who leave items in their cart. These messages include personalized content and exclusive discounts, leading to a significant increase in recovered sales and a reduction in cart abandonment rates.

Ratings & Reviews:

Shopify App Store: 4.8 out of 5 stars, based on over 5,400 reviews.

Customer Feedback: Users commend Recart for its user-friendly interface, effective SMS marketing capabilities, and positive impact on sales recovery.

12. Stamped.io Shopify Marketing App

Stamped.io is a comprehensive platform designed to help Shopify merchants collect and showcase customer reviews, ratings, and user-generated content. Additionally, it offers robust loyalty and rewards programs to enhance customer retention and engagement. By integrating seamlessly with Shopify, Stamped.io enables businesses to build trust, encourage repeat purchases, and foster a loyal customer base.

Unique Features:

Product Reviews and Ratings: Collect and display high-quality reviews, photos, and videos from customers, enriching your product pages and boosting credibility.

Loyalty and Rewards Programs: Implement points-based systems, VIP tiers, and referral programs to incentivize customer engagement and repeat purchases.

Visual Marketing: Leverage user-generated content in your marketing campaigns to enhance authenticity and drive conversions.

Net Promoter Score (NPS): Measure customer satisfaction and loyalty through integrated NPS surveys, providing valuable insights for business improvement.

Use Case:

A Shopify store specializing in eco-friendly home goods aims to build trust with potential customers and encourage repeat business. By implementing Stamped.io, the store collects authentic reviews and photos from satisfied customers, displaying them prominently on product pages. Additionally, they set up a loyalty program where customers earn points for purchases and referrals, redeemable for discounts on future orders. This strategy leads to increased customer engagement, higher conversion rates, and a growing base of loyal customers.

Ratings & Reviews:

Shopify App Store: 4.9 out of 5 stars, based on over 5,000 reviews.

Customer Feedback: Users praise Stamped.io for its ease of use, comprehensive features, and positive impact on customer engagement and sales growth.

13. Gorgias Shopify Marketing App

Gorgias is a customer support helpdesk tailored for ecommerce businesses, offering a unified platform to manage customer interactions across multiple channels, including email, live chat, phone, and social media. By integrating seamlessly with Shopify, Gorgias enables support teams to access customer data and order histories directly within support tickets, facilitating personalized and efficient responses. Additionally, Gorgias connects with over 100 apps, including marketing tools, to enhance customer engagement and streamline operations.

Unique Features:

Unified Support Inbox: Consolidate all customer communications into a single dashboard, eliminating the need to switch between platforms.

Automation and Macros: Automate repetitive tasks and create templated responses to common inquiries, improving response times and consistency.

Integration with Marketing Tools: Connect with marketing platforms like Klaviyo and Yotpo to synchronize customer data, enabling targeted marketing campaigns based on support interactions.

Real-Time Order Management: Access and manage customer orders directly within support tickets, allowing for quick resolutions to order-related queries.

Use Case:

A Shopify store specializing in custom apparel experiences a high volume of customer inquiries across various channels. By implementing Gorgias, the support team consolidates all communications into a single platform, reducing response times and improving customer satisfaction. Integration with Klaviyo allows the marketing team to segment customers based on their support interactions, enabling personalized email campaigns that address specific customer needs and preferences.

Ratings & Reviews:

Shopify App Store: 4.6 out of 5 stars, based on over 1,200 reviews.

Customer Feedback: Users commend Gorgias for its intuitive interface, robust automation features, and seamless integration with Shopify and other marketing tools, noting significant improvements in support efficiency and customer engagement.

14. Tidio Shopify Marketing App

Tidio is a comprehensive customer experience platform that combines live chat, AI-powered chatbots, and a helpdesk solution to enhance customer engagement and support for Shopify merchants. By seamlessly integrating with Shopify, Tidio enables businesses to provide real-time assistance, automate responses to common inquiries, and manage customer interactions efficiently, all from a unified dashboard.

Unique Features:

Live Chat: Offer instant support to website visitors, addressing their questions and concerns in real-time to improve customer satisfaction and boost sales.

AI Chatbots: Deploy AI-driven chatbots to handle repetitive queries, provide product recommendations, and guide customers through the purchasing process, reducing the workload on human agents.

Unified Inbox: Manage all customer messages from various channels, including email, live chat, and social media, in a single, organized inbox for streamlined communication.

Shopify Integration: Access customer order details, recommend products, and manage orders directly within the chat interface, enhancing the efficiency of support operations.

Use Case:

A Shopify store specializing in handmade crafts experiences a surge in customer inquiries during the holiday season. By implementing Tidio, the store sets up AI chatbots to handle common questions about shipping times, product availability, and order tracking. Simultaneously, live chat support is available for more complex inquiries. This combination ensures prompt responses, reduces cart abandonment, and enhances the overall customer experience, leading to increased sales during the peak season.

Ratings & Reviews:

Shopify App Store: 4.7 out of 5 stars, based on over 1,900 reviews.

Customer Feedback: Users praise Tidio for its user-friendly interface, robust feature set, and positive impact on customer engagement and conversion rates.

15. Seguno Shopify Marketing App

Seguno is an email marketing platform built exclusively for Shopify, enabling merchants to create, manage, and track email campaigns directly within their Shopify admin. This seamless integration allows for efficient marketing workflows, leveraging existing store data to personalize communications and drive sales.

Unique Features:

Shopify-Native Integration: Operate entirely within Shopify, utilizing store data for targeted email campaigns without the need for external platforms.

Automated Email Campaigns: Set up automated emails for welcome series, product reviews, and abandoned cart recovery to engage customers at critical points in their journey.

Template Library: Access a variety of customizable templates designed to align with your brand and marketing goals.

Performance Analytics: Monitor the success of your email campaigns with detailed analytics, helping to refine strategies and improve ROI.

Use Case:

A Shopify store specializing in artisanal teas aims to boost customer retention and increase repeat purchases. By implementing Seguno, the store sets up an automated welcome series to introduce new subscribers to their products and offers. Additionally, they create personalized product recommendations based on past purchases, leading to higher engagement and increased sales.

Ratings & Reviews:

Shopify App Store: 4.8 out of 5 stars, based on over 1,170 reviews.

Customer Feedback: Users commend Seguno for its seamless Shopify integration, user-friendly interface, and effective automation features that enhance email marketing efforts.

16. Loox Shopify Marketing App

Loox is a comprehensive social proof marketing platform designed for Shopify merchants, enabling the collection and display of customer reviews, photos, and videos. By integrating seamlessly with Shopify, Loox helps businesses build trust, enhance credibility, and drive sales through authentic user-generated content and referral programs.

Unique Features:

Visual Reviews: Encourage customers to submit photo and video reviews, bringing products to life and providing potential buyers with real-life perspectives.

Automated Review Requests: Send personalized, automated emails to customers post-purchase, prompting them to leave reviews and share their experiences.

Customizable Display Widgets: Showcase reviews in various formats, such as carousels, pop-ups, and badges, all customizable to match your brand’s aesthetic.

Referral Programs: Implement referral incentives, allowing satisfied customers to refer friends and family, thereby expanding your customer base organically.

Use Case:

A Shopify store specializing in handmade jewelry seeks to build trust with new visitors and encourage repeat purchases. By implementing Loox, the store collects photo reviews from customers showcasing their jewelry in everyday settings. These visual testimonials are displayed on product pages and shared on social media, providing authentic social proof. Additionally, the store sets up a referral program where customers receive discounts for referring friends, leading to increased traffic and sales.

Ratings & Reviews:

Shopify App Store: 4.9 out of 5 stars, based on over 21,800 reviews.

Customer Feedback: Users praise Loox for its ease of use, effective review collection, and positive impact on conversion rates and customer trust.

17. Reconvert Shopify Marketing App

ReConvert is a Shopify app designed to help merchants optimize their post-purchase experience by customizing the thank you page and implementing upsell strategies. By integrating seamlessly with Shopify, ReConvert enables businesses to increase average order value (AOV) and boost customer retention through personalized offers and engaging thank you pages.

Unique Features:

Thank You Page Customization: Transform the standard thank you page into a dynamic, revenue-generating asset by adding personalized product recommendations, discount codes, and engaging content.

One-Click Upsells: Offer post-purchase upsells that customers can add to their order with a single click, without needing to re-enter payment information, reducing friction and increasing conversions.

Drag-and-Drop Editor: Easily design and customize the thank you page using a user-friendly drag-and-drop interface, allowing for quick adjustments without coding knowledge.

Advanced Analytics: Monitor the performance of upsell offers and thank you page elements with detailed analytics, enabling data-driven optimization.

Use Case:

A Shopify store specializing in fitness apparel aims to increase its average order value. By implementing ReConvert, the store customizes its thank you page to include personalized product recommendations based on the customer’s purchase history. Additionally, they set up one-click upsell offers for complementary products immediately after checkout. This strategy leads to a significant increase in AOV and enhances customer satisfaction by providing relevant product suggestions.

Ratings & Reviews:

Shopify App Store: 4.9 out of 5 stars, based on over 4,300 reviews.

Customer Feedback: Users commend ReConvert for its ease of use, effective upsell features, and positive impact on revenue growth.

18. PageFly Shopify Marketing App

PageFly is a versatile page builder app designed exclusively for Shopify merchants, enabling the creation of custom landing pages, product pages, and other essential store pages without the need for coding. By integrating seamlessly with Shopify, PageFly offers a user-friendly drag-and-drop interface, allowing businesses to design high-converting pages that enhance the overall shopping experience.

Unique Features:

Extensive Template Library: Access over 100 professionally designed, fully responsive templates tailored for various niches and page types, streamlining the page creation process.

Rich Element Library: Utilize a wide array of elements, including images, videos, countdown timers, and forms, to build engaging and interactive pages.

Mobile Responsiveness: Customize pages for optimal display across all devices, ensuring a consistent and user-friendly experience for all visitors.

Third-Party Integrations: Seamlessly integrate with popular Shopify apps and tools, such as email marketing platforms and review apps, to enhance functionality and drive conversions.

Use Case:

A Shopify store specializing in eco-friendly home goods aims to launch a holiday promotion with a dedicated landing page. By implementing PageFly, the store quickly designs a visually appealing, conversion-optimized landing page featuring a countdown timer, product showcases, and a sign-up form for exclusive offers. This targeted approach leads to increased traffic, higher engagement, and a boost in holiday sales.

Ratings & Reviews:

Shopify App Store: 4.9 out of 5 stars, based on over 6,000 reviews.

Customer Feedback: Users praise PageFly for its intuitive interface, extensive customization options, and exceptional customer support, noting significant improvements in page design and conversion rates.

19. SEOManager Shopify Marketing App

SEO Manager is a comprehensive search engine optimization app designed specifically for Shopify merchants. It offers a suite of tools to enhance your store’s visibility on search engines, thereby driving organic traffic and increasing sales. By integrating seamlessly with Shopify, SEO Manager allows you to manage and optimize various SEO elements directly within your store’s dashboard.

Unique Features:

Real-Time SEO Feedback: Receive immediate insights and suggestions to improve your store’s SEO performance.

404 Error Tracking and Management: Monitor and fix broken links to ensure a seamless user experience and maintain search engine rankings.

Google Integration: Easily connect with Google Search Console to track your store’s search performance and identify areas for improvement.

Bulk Editing: Efficiently update meta tags, titles, and descriptions across multiple products and pages.

Structured Data Support: Implement JSON-LD structured data to enhance your store’s appearance in search results with rich snippets.

Use Case:

A Shopify store specializing in handmade crafts aims to improve its online visibility and attract more organic traffic. By implementing SEO Manager, the store identifies and fixes 404 errors, optimizes product meta descriptions, and integrates structured data. These actions lead to higher search engine rankings, increased website traffic, and a boost in sales.

Ratings & Reviews:

Shopify App Store: 4.6 out of 5 stars, based on over 1,200 reviews.

Customer Feedback: Users commend SEO Manager for its user-friendly interface, comprehensive feature set, and positive impact on search engine rankings and organic traffic.

20. Plug in SEO Shopify Marketing App

Plug in SEO is a comprehensive search engine optimization tool designed specifically for Shopify merchants. It offers a suite of features to help store owners identify and rectify SEO issues, optimize content, and enhance overall search engine visibility. By integrating seamlessly with Shopify, Plug in SEO enables businesses to monitor and improve their SEO performance directly from their store’s dashboard.

Unique Features:

Automated SEO Audits: Conducts regular scans of your store to detect SEO problems, providing actionable insights and step-by-step instructions for resolution.

SEO Templating: Allows for the creation of templates to manage titles and meta descriptions efficiently across various pages, ensuring consistency and optimization.

Structured Data Support: Implements JSON-LD structured data to enhance your store’s appearance in search results with rich snippets, improving click-through rates.

Broken Link Detection: Identifies and assists in fixing broken links, ensuring a seamless user experience and maintaining search engine rankings.

Use Case:

A Shopify store specializing in artisanal home decor aims to improve its search engine rankings and attract more organic traffic. By implementing Plug in SEO, the store conducts a comprehensive audit, identifying issues such as missing meta descriptions and broken links. Utilizing the app’s templating feature, they efficiently update meta tags across all product pages. Additionally, the structured data support enhances their visibility in search results. These optimizations lead to improved search rankings, increased organic traffic, and a boost in sales.

Ratings & Reviews:

Shopify App Store: 4.6 out of 5 stars, based on over 2,500 reviews.

Customer Feedback: Users praise Plug in SEO for its user-friendly interface, comprehensive feature set, and positive impact on search engine rankings and organic traffic.

21. Abandoned Cart Recovery for Shopify

Customers.ai offers an advanced Abandoned Cart Recovery solution designed to help Shopify merchants recapture lost sales by identifying and engaging shoppers who leave items in their carts without completing the purchase. By integrating seamlessly with Shopify, this tool enables businesses to automatically reach out to potential customers, encouraging them to finalize their transactions and boosting overall revenue.

Unique Features:

Website Visitor Identification: Capture information about shoppers who abandon their carts, even if they haven’t filled out a form, allowing for targeted follow-up communications.

Automated Outreach: Send personalized emails and retargeting ads to remind customers of their abandoned carts, offering incentives to complete their purchases.

Seamless Integration: Easily connect with your existing email automation and retargeting platforms to streamline your marketing efforts.

Detailed Analytics: Monitor the performance of your abandoned cart recovery campaigns with comprehensive analytics, enabling data-driven optimizations.

Use Case:

A Shopify store specializing in eco-friendly products experiences a high rate of cart abandonment. By implementing Customers.ai’s Abandoned Cart Recovery solution, the store identifies visitors who left items in their carts and sends them personalized emails with exclusive discounts. Additionally, retargeting ads are displayed to these potential customers across various platforms. This approach leads to a significant increase in recovered sales and a reduction in cart abandonment rates.

Ratings & Reviews:

Customer Feedback: Users commend Customers.ai’s Abandoned Cart Recovery for its effectiveness in recapturing lost sales, ease of integration with Shopify, and the ability to engage customers who might have otherwise been lost.

AI-Powered Advertising

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Founder and CEO, Customers.ai

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Integrating These Shopify Marketing Apps into Your Strategy

Adding new tools to your Shopify store can be exciting but a smooth integration is key to seeing results without disrupting your existing workflows. Here’s how to make the most of these apps:

Start Small: Begin by integrating one app at a time to avoid overwhelming your team or causing workflow disruptions. Prioritize apps that address your most pressing needs, such as improving email marketing or reducing cart abandonment.

Test and Measure: Before fully rolling out an app, run a small test to ensure it integrates seamlessly and delivers results. Use built-in analytics and KPIs, like conversion rates or engagement metrics, to track its impact and make adjustments as needed.

Train Your Team: New tools work best when everyone knows how to use them. Host training sessions or provide how-to guides for your team, ensuring they understand each app’s features and how it fits into your overall strategy.

Monitor and Optimize: Once integrated, regularly review the performance of your apps. Look for opportunities to fine-tune settings or explore advanced features that can further enhance your marketing efforts.

With a thoughtful approach, these apps can transform your marketing strategy, streamline workflows, and drive results without missing a beat.

Wrapping It Up: Unlock Your Store’s Full Potential 

Exploring the right Shopify marketing apps can open up new opportunities to engage customers, recover lost sales, and grow your business. By integrating tools that align with your specific goals, you can streamline your workflows, deliver personalized experiences, and maximize your store’s potential.

Take a moment to assess your current marketing strategy. Are there gaps you could fill with the right app? Whether it’s boosting email performance, recovering abandoned carts, or building loyalty, the tools you choose can make a big difference.

Ready to take the next step? 

Try Customers.ai for free and see how it can help you identify return visitors, recover lost sales, and enhance your marketing efforts. Start transforming your Shopify store today!

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Advance your marketing performance with Sales Outreach School, a free tutorial and training area for sales pros and marketers.

Shopify Marketing App FAQs

What are Shopify marketing apps?Shopify marketing apps are tools designed to help store owners improve their marketing efforts, such as email campaigns, social media ads, SEO, and customer engagement.

How do Shopify marketing apps help grow my store?These apps streamline marketing tasks, boost customer engagement, recover abandoned carts, and drive more traffic to your store, ultimately increasing sales.

What are the best Shopify marketing apps for ecommerce stores?Popular options include Klaviyo for email marketing, Privy for pop-ups and SMS, and Yotpo for customer reviews and user-generated content.

Can Shopify marketing apps help with SEO?Yes, apps like Plug in SEO and SEO Manager are specifically designed to optimize your store’s search engine visibility.

How do I choose the right Shopify marketing apps for my store?Consider your business goals, budget, and the app’s integration capabilities with your existing tools.

Are there free Shopify marketing apps available?Yes, many apps offer free plans or trials, such as Privy, Omnisend, and Klaviyo, allowing you to test their features before committing.

What are Shopify ecommerce apps, and how do they differ from marketing apps?Shopify ecommerce apps include a wide range of tools for store management, while marketing apps focus specifically on driving traffic, engagement, and sales.

Can Shopify marketing apps integrate with other tools?Most apps integrate seamlessly with platforms like Klaviyo, Google Ads, and Facebook to enhance your marketing strategy.

What Shopify apps help with abandoned cart recovery?Apps like Customers.ai Abandoned Cart Recovery, Klaviyo, and Recart are great for re-engaging customers who didn’t complete their purchase.

Which Shopify apps can help increase customer retention?Smile.io, Yotpo, and Stamped.io are excellent for building loyalty and encouraging repeat purchases.

How do Shopify apps support email marketing?Apps like Klaviyo, Omnisend, and Seguno allow you to create, automate, and optimize email campaigns directly within Shopify.

Can I use Shopify marketing apps for social media campaigns?Yes, apps like Facebook & Instagram by Meta and Postscript help you manage and optimize social media ads and engagement.

What are the best apps for creating custom landing pages on Shopify?PageFly and Shogun are two popular apps for designing high-converting landing pages without coding.

How do Shopify marketing apps help with customer reviews?Apps like Yotpo and Loox make it easy to collect, display, and leverage customer reviews and photos to build trust and drive sales.

What’s the easiest way to set up referral programs on Shopify?ReferralCandy and Smile.io are top-rated apps for creating and managing referral programs.

How do Shopify apps improve the post-purchase experience?Apps like ReConvert let you customize thank-you pages and offer post-purchase upsells, enhancing customer satisfaction and increasing AOV.

What are the top Shopify apps for push notifications?PushOwl is a leading app for sending web push notifications to re-engage customers and drive traffic.

How do I measure the success of Shopify marketing apps?Use built-in analytics and reporting features to track key metrics like conversion rates, click-through rates, and ROI.

Do Shopify marketing apps work for small businesses?Absolutely. Many apps offer scalable features and affordable pricing, making them accessible for small stores.

What is the best Shopify marketing app for new store owners?Privy is a great starting point for new Shopify stores, offering email marketing, pop-ups, and SMS tools in one platform.

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From Scrollers to Buyers: 5 Proven Tactics to Improve Meta Ads Engagem …

Meta ads are everywhere (and we mean everywhere!) but despite their prominence, not all of them do their job – drive sales. 

And if your ads aren’t grabbing attention, sparking interest, or getting clicks, they’re just background noise. That’s why Meta ads engagement is the metric that really matters.

Here’s a stat to think about – Facebook’s average CTR (click-through rate) across all industries is a slim 0.9%. Yikes! But the brands that understand why Meta ad engagement matters are breaking through that barrier and turning casual scrollers into dedicated buyers.

So how do they do it? 

To answer this question, we dove into 101 Meta ads from top-performing DTC brands across industries. 

From bold visuals to authentic messaging, these ads proved there’s more than one way to win attention and boost engagement. After breaking them down, we found five key tactics any brand can use to improve their ads and see real results.

In this post, we’ll gonna share those tactics so you can level up your Meta ad engagement and start turning scrollers into buyers. Let’s take a look. 

Tactic 1: Use User-Generated Content (UGC) to Build Trust

How UGC Boosts Meta Ad Engagement

People trust other people more than they trust brands. A shiny ad from your company might look great, but it’s those raw, unfiltered testimonials from real customers that truly resonate. 

Studies show that 79% of people say UGC highly impacts their purchasing decisions. That’s why UGC for Meta ads engagement is such a big deal.

User-generated content adds a layer of authenticity to your Meta ads, making them feel less like marketing and more like a recommendation from a friend. 

Think about it…would you trust a brand’s claim that their product works wonders or would you trust a customer showing real results? Duh.

Take Nutrafol, for example. Their Meta ads often feature UGC, like glowing testimonials from real customers showcasing how the product helped their hair transformation. 

These ads stand out because they’re relatable, believable, and grounded in real-life experiences.

Actionable Tips to Leverage UGC

Source UGC from your community: Encourage customers to tag you on social media or submit reviews. This gives you a treasure trove of real content to repurpose.

Pair UGC visuals with clear CTAs: Show a customer using your product, and follow it with a simple, actionable message like “Shop Now” or “See the Results for Yourself.”

Keep it authentic: Don’t over-edit UGC; leave it raw and real. That’s what makes it resonate.

The cool thing about UGC is you aren’t just promoting your product, you’re showing real, tangible proof that it works and that’s the ultimate trust-builder.

Tactic 2: Highlight Pain Points and Offer Solutions

Meta Ads That Solve Problems Engage Better

People don’t just scroll endlessly through Meta looking for products. They’re looking for something. They are looking for solutions. 

Highlighting a specific pain point your audience faces grabs their attention because it’s immediately relatable. Addressing these challenges head-on shows your audience that you get them and that your product is the answer they’ve been waiting for.

Why does this work? 

According to research, ads that highlight problem-solving benefits are 31% more likely to drive engagement compared to those that simply showcase features. 

That’s the power of empathy in marketing.

A great example of this is Knix. One of their Meta ads highlights the frustrations of outdated, bulky pads and offers a sleek, comfortable alternative with their period underwear. 

The visuals drive it home with a side-by-side comparison: clunky old pads versus modern, seamless underwear. The message is clear. Knix understands the problem and has a better solution.

Actionable Tips to Create Problem-Solving Meta Ads

Identify Your Audience’s Biggest Challenges:Pinpoint what frustrates your audience the most about the current options in your industry. Position your product as the game-changing solution.

Use Visual Contrasts:Before-and-after shots, side-by-side comparisons, or simple visuals that emphasize the “problem vs. solution” dynamic are incredibly effective.

Keep the Message Clear:Focus your copy and visuals on the solution. Don’t overcomplicate it—simple, direct messaging resonates the most.

When your Meta ads demonstrate that you understand your audience’s challenges and offer a real solution, you’re doing more than just selling a product, you’re providing value that resonates.

Tactic 3: Create a Sense of Urgency

Why FOMO Drives Meta Ad Engagement

If there’s one thing that gets people to stop scrolling and take action, it’s the fear of missing out. I can’t tell you how many things I’ve bought cause a sale was ending or a product was going out of stock. 

Adding urgency to your Meta ads makes your audience feel like they need to act now. Not later, not tomorrow, but right this second! 

Whether it’s a flash sale, a countdown timer, or a “back in stock” alert, urgency creates a psychological nudge that’s hard to resist.

Like I said, it works. Studies show that limited-time offers can increase conversion rates by up to 332%. 

Misfits Market leverages this brilliantly with “back in stock” ads. Their Meta ad featuring ribeye steaks grabs attention by teasing, “What’s wrong with it?” before revealing it’s perfectly good food at discounted prices. 

The back-in-stock messaging adds a sense of exclusivity, making customers feel like they’re getting a rare deal.

Actionable Tips to Add Urgency to Your Meta Ads

Use Countdown Timers or Urgent Phrases:Phrases like “Only 2 Days Left” or “Offer Ends at Midnight” tap into that FOMO feeling and encourage immediate clicks.

Incorporate Urgency into Retargeting Ads:For hesitant buyers, create ads that remind them of what they’re missing. Phrases like “Items in Your Cart Are Selling Out” can push them toward a decision.

Highlight Limited Availability:Let your audience know when something is running low. Words like “Exclusive,” “Only a Few Left,” or “Back by Popular Demand” can drive engagement by adding scarcity to the mix.

Remember that urgency isn’t the same as being pushy. It’s not a shove, it’s a nudge to get them to act before it’s too late.

Tactic 4: Test, Analyze, and Refine Creative Elements

Optimize Your Meta Ads with Creative Testing

No matter how good your first Meta ad might seem, there’s always room for improvement and that’s why we gotta test, test, test. 

Testing isn’t just an extra step, it’s essential to figuring out what truly resonates with your audience. 

By running A/B tests and analyzing the results, you can fine-tune your visuals, messaging, and targeting to maximize Meta ads engagement.

AND – Ads that are optimized through creative testing see engagement rates improve by as much as 300%. Seems like the right thing to do.

Vuori is a great example of how testing drives results. The brand consistently experiments with different imagery, messaging styles, and ad formats to find the perfect blend of creativity and audience appeal.

By analyzing what works best, they’re able to refine their ads and keep their engagement rates high.

Actionable Tips to Improve Meta Ad Engagement with Testing

Run A/B Tests:Experiment with different ad visuals, headlines, copy, CTAs, and targeting options. Test one variable at a time to see what makes the biggest difference.

Leverage Meta’s Reporting Tools:Use Meta’s built-in analytics to track metrics like CTR, conversion rate, and engagement. Look for patterns in high-performing ads to replicate success.

Refine Based on Results:Take what you learn from your tests and apply it. If a certain visual drives more clicks, make it a central element in your next campaign. If a CTA underperforms, test alternatives until you find one that works.

Testing isn’t a one-and-done process. It’s an ongoing strategy to keep your ads fresh, engaging, and effective. 

Tactic 5: Leverage Visual Storytelling

Make Your Meta Ads Memorable with Visual Storytelling

A picture might be worth a thousand words, but a compelling visual story? That’s priceless. 

Visual storytelling taps into emotions, grabs attention, and conveys your brand’s value faster than any block of text ever could. With just a glance, your audience can understand who you are, what you offer, and why they should care. 

That’s the magic of visual storytelling for Meta ads engagement.

Why does this work? Because our brains process visuals 60,000 times faster than text, making strong imagery your best tool for turning scrollers into buyers.

Take Hungryroot, for example. One of their Meta ads shows a dull, empty fridge transforming into a vibrant, colorful one packed with healthy, prepped meals. 

No lengthy captions needed—the visuals instantly tell the story of convenience, health, and transformation. It’s simple, eye-catching, and incredibly effective.

Actionable Tips to Add Visual Storytelling to Your Meta Ads

Use Imagery That Tells a Quick Story:Show transformations (e.g., before-and-after shots), lifestyle moments, or product demonstrations that illustrate your brand’s impact in seconds.

Keep Visuals Consistent with Your Brand Identity:From colors to fonts to tone, ensure your visuals are unmistakably “you.” Consistency builds trust and makes your ads instantly recognizable.

Leverage Video for Stronger Storytelling:If a picture is worth a thousand words, a short video can be worth a million. Use video to create mini-narratives that draw your audience in and keep them engaged.

When you use visual storytelling in your Meta ads, you’re not just showing your product, you’re inviting your audience to imagine how it fits into their life. 

Bonus Tactic: Target High-Intent Audiences

Why Reaching the Right Audience Matters for Meta Ad Engagement

Even the best ad won’t perform if it’s shown to the wrong people. That’s why targeting high-intent audiences (those already familiar with your brand) can significantly boost your results. 

These are the folks who’ve visited your site, engaged with your content, or shown interest in what you offer. They’re already intrigued and that makes them far more likely to engage.

How do we know this? Cause it’s what we do! 

Using Customers.ai Meta Ads Audiences instead of traditional Facebook Pixel targeting can produce 2x ROAS (Return on Ad Spend). 

Did I catch that right? The CAI Facebook audience is already 2X the entire ad account ROAS average???It sure is. By syncing your high-intent website visitors to your Facebook remarketing audiences, you know you are reaching the right people.See how it works here –>… pic.twitter.com/kPK1MhWxra— CustomersAI (@CustomersAI) November 20, 2024

Why? Because these audiences are made up of higher-intent users who already know you exist. Instead of casting a wide net, you’re focusing your budget on people who are primed to take action.

How This Boosts Engagement

When you target people with some level of familiarity your Meta ads become way more relevant. These users are already aware of your brand, so your messaging doesn’t have to work as hard to explain who you are. Instead, you can focus on what matters and why they should take the next step.

Here’s an example. An ad retargeting people who visited your product page but didn’t convert could emphasize a limited-time discount or showcase testimonials to nudge them toward purchase. 

The engagement comes naturally because you’re delivering ads to people who already have a reason to care.

Actionable Tips for Targeting High-Intent Audiences

Leverage Customers.ai Audiences: Build audiences of site visitors and high-intent users using visitor identification for precise targeting. These people are already primed to engage, so make the most of your budget.

Use Retargeting Ads: Serve ads specifically to people who’ve visited your website, abandoned their cart, or interacted with your brand on social media.

Focus on Relevance: Tailor your messaging to their behavior. For example, if they visited your product page, emphasize features, benefits, or testimonials in your ad.

When you target high-intent audiences, you’re reaching the right people. And that’s the secret to maximizing Meta ads engagement while boosting your ROAS.

Key Takeaways: Turning Scrollers into Buyers

Boosting Meta ads engagement isn’t about guessing. It’s about using proven tactics that work and adapting them to fit your brand and audience. 

Let’s recap the 5 strategies that can take your ads from background noise to scroll-stopping winners:

Use User-Generated Content (UGC) to Build Trust: Show real customers and their experiences to add authenticity and credibility to your ads.

Highlight Pain Points and Offer Solutions: Address your audience’s challenges and position your product as the perfect fix.

Create a Sense of Urgency: Use FOMO-driven tactics like countdowns, limited-time offers, or back-in-stock alerts to spark immediate action.

Test, Analyze, and Refine Creative Elements: Continuously experiment with visuals, copy, CTAs, and targeting to find what resonates.

Leverage Visual Storytelling: Use compelling imagery and videos to create emotional connections and showcase your brand’s value.

Experiment, Adapt, Succeed

The key to success? Experiment with these tactics, track what works, and tweak your approach as you learn more about your audience. 

Ready to start turning scrollers into buyers? Apply these strategies to your next campaign, and watch your Meta ads go to work.

Need more inspiration? Download our free ebook, 101 Meta Ads from Top DTC Brands to Inspire Your Next Campaign, packed with 101 Meta ad examples to give you the ideas and insights you need to level up your campaigns.

Important Next Steps

See what targeted outbound marketing is all about. Capture and engage your first 500 website visitor leads with Customers.ai X-Ray website visitor identification for free.

Talk and learn about sales outreach automation with other growth enthusiasts. Join Customers.ai Island, our Facebook group of 40K marketers and entrepreneurs who are ready to support you.

Advance your marketing performance with Sales Outreach School, a free tutorial and training area for sales pros and marketers.

FAQs: Meta Ads Engagement

1. What is Meta ads engagement, and why is it important?

Meta ad engagement refers to how users interact with your Meta ads, including clicks, likes, shares, comments, and saves. High engagement shows that your ad resonates with your audience and can lead to better brand awareness, conversions, and ad performance. Meta’s algorithm often rewards ads with higher engagement by prioritizing them in feeds, helping you get more visibility for less spend.

2. How do I measure engagement in my Meta ads?

You can measure engagement using Meta’s Ads Manager, which tracks key metrics like click-through rate (CTR), likes, comments, shares, and engagement rate. Look for patterns in high-performing ads to identify what resonates most with your audience. Pay attention to CTR and conversion rates specifically, as these directly correlate with ad effectiveness.

3. What’s the quickest way to improve Meta ads engagement?

One quick way to improve engagement is by updating your visuals to be more eye-catching or relatable. You can also test new copy that speaks directly to your audience’s needs or pain points. Adding a sense of urgency, such as limited-time offers or countdown timers, is another effective way to boost engagement quickly.

4. What are the most effective strategies to boost Meta ads engagement?

Some of the most effective strategies include:

Using UGC: Showcase real customer experiences for authenticity.

Highlighting Pain Points: Address specific challenges your audience faces and offer solutions.

Creating Urgency: Use limited-time offers or “back in stock” alerts to drive action.

Testing and Refining: Run A/B tests on visuals, copy, and CTAs to optimize performance.

Visual Storytelling: Use imagery that tells a compelling brand story to grab attention.

5. Why do some Meta ads fail to engage users?

Ads often fail when they lack relevance to the audience or don’t stand out visually. If your targeting is too broad, your ad might reach people who aren’t interested in your product or service. Additionally, ads with overly generic messaging or poor-quality visuals tend to perform poorly in terms of engagement.

6. How does user-generated content (UGC) impact Meta ads engagement?

UGC builds trust by showcasing real customers and their experiences. People are more likely to engage with content that feels authentic and relatable. Incorporating UGC in your Meta ads can lead to higher engagement rates and stronger connections with your audience.

7. What role do visuals play in improving Meta ads engagement?

Visuals are critical, as people process them much faster than text. High-quality, compelling visuals can grab attention and convey your message in seconds. Using dynamic formats like videos, carousels, or before-and-after imagery can also make your ads more engaging.

8. How can I use storytelling to increase Meta ads engagement?

Storytelling helps create an emotional connection with your audience, making your ads more memorable. Use visuals and copy that together tell a quick, relatable story. For example, before-and-after shots, transformation videos, or testimonials can highlight your product’s value in a way that feels genuine and impactful.

9. What’s the best way to test my Meta ads for engagement?

The best approach is A/B testing. Run two or more versions of the same ad with slight differences in visuals, headlines, or CTAs. Analyze performance data from Meta’s Ads Manager to see which version generates the highest engagement and apply those learnings to future campaigns.

10. Why is targeting important for Meta ads engagement?

Targeting ensures your ads reach people who are most likely to be interested in your product. By focusing on high-intent audiences, like those who’ve visited your website or interacted with your brand, you can drive more relevant engagement. Proper targeting saves ad spend and improves overall performance.

11. What types of Meta ads drive the most engagement?

Carousel Ads: Showcase multiple products or features in one ad.

Video Ads: Short, engaging videos grab attention quickly.

UGC-Based Ads: Build trust with real testimonials or customer photos.

Interactive Ads: Polls, quizzes, or swipeable content encourage active participation.

12. How does urgency affect Meta ads engagement?

Urgency creates FOMO (fear of missing out), which encourages users to act quickly. Ads with limited-time offers or “only a few left” messaging tend to drive more clicks and conversions. Pairing urgency with a strong CTA amplifies this effect.

13. How often should I refresh my Meta ads to maintain engagement?

Refreshing your ads every 2–4 weeks is a good rule of thumb. This prevents ad fatigue, where users start ignoring ads they’ve seen too often. Rotate visuals, update messaging, or test new formats to keep your audience interested.

14. How can I use Meta’s reporting tools to improve ad engagement?

Meta’s Ads Manager provides detailed metrics like CTR, engagement rate, and ROAS (Return on Ad Spend). Use this data to identify high-performing elements in your ads, such as visuals or copy, and replicate those successes in future campaigns.

15. How does high engagement impact my ad spend?

High engagement signals to Meta’s algorithm that your ad is valuable, often leading to lower CPM (cost per thousand impressions). This means you can reach more people for less money while still driving strong results.

16. Should I prioritize engagement or conversions in my Meta ads?

It depends on your campaign goals. If you’re building brand awareness, focus on engagement to spark initial interest. If you’re targeting people further down the funnel, prioritize conversions while maintaining engaging ad content.

17. How do I use UGC effectively in my Meta ads?

Ask customers for reviews or photos using your product.

Feature raw, unpolished visuals to keep things authentic.

Pair UGC with strong CTAs like “Shop Now” or “Learn More.”

18. Can I improve Meta ads engagement without increasing my budget?

Yes! Focus on optimizing targeting, improving visuals, and refining copy. Testing different ad formats and leveraging UGC can also boost engagement without requiring additional spend.

19. What’s the role of CTAs in boosting Meta ads engagement?

CTAs guide users on what to do next, whether it’s “Shop Now,” “Learn More,” or “Sign Up.” A strong, clear CTA paired with engaging visuals ensures your audience knows exactly how to interact with your ad.

20. How does retargeting improve Meta ads engagement?

Retargeting lets you reach users who’ve already interacted with your brand, like visiting your website or adding items to their cart. These warm audiences are more likely to engage because they’re already familiar with your product or service.

21. Are video ads better for Meta ads engagement?

Video ads often outperform static ads because they’re dynamic and attention-grabbing. Use short, engaging videos to showcase your product’s value quickly and visually.

22. How do I handle negative engagement on my Meta ads?

Respond to negative comments professionally and quickly. Address concerns openly to show you value customer feedback, and use the opportunity to demonstrate excellent service.

23. How do carousels improve Meta ads engagement?

Carousels let you highlight multiple products, features, or benefits in one ad. This interactive format encourages users to swipe through, increasing engagement time and interest.

24. What’s the best way to address pain points in Meta ads?

Focus your copy and visuals on your audience’s specific challenges and offer a clear solution. Highlight benefits over features and use testimonials or comparisons to back up your claims.

25. Can high-quality visuals alone improve Meta ads engagement?

Yes, but pairing visuals with relevant copy and targeting maximizes their impact. A strong visual catches attention, but engaging messaging and proper audience targeting close the loop for meaningful engagement.
The post From Scrollers to Buyers: 5 Proven Tactics to Improve Meta Ads Engagement appeared first on Customers.ai.

Google Researchers Developed AlphaQubit: A Deep Learning-based Decoder …

Quantum computing, despite its potential to outperform classical systems in certain tasks, faces a significant challenge: error correction. Quantum systems are highly sensitive to noise, and even the smallest environmental disturbance can lead to computation errors, affecting the expected outcomes. Unlike classical systems, which can use redundancy through multiple bits to handle errors, quantum error correction is far more complex due to the nature of qubits and their susceptibility to errors like cross-talk and leakage. To achieve practical fault-tolerant quantum computing, error rates must be minimized to levels far below the current capabilities of quantum hardware. This remains one of the biggest hurdles in scaling quantum computing beyond the experimental stage.

AlphaQubit: An AI-Based Decoder for Quantum Error Detection

Google Research has developed AlphaQubit, an AI-based decoder that identifies quantum computing errors with high accuracy. AlphaQubit uses a recurrent, transformer-based neural network to decode errors in the leading error-correction scheme for quantum computing, known as the surface code. By utilizing a transformer, AlphaQubit learns to interpret noisy syndrome information, providing a mechanism that outperforms existing algorithms on Google’s Sycamore quantum processor for surface codes of distances 3 and 5, and demonstrates its capability on distances up to 11 in simulated environments. The approach uses two-stage training, initially learning from synthetic data and then fine-tuning on real-world data from the Sycamore processor. This adaptability allows AlphaQubit to learn complex error distributions without relying solely on theoretical models—an important advantage for dealing with real-world quantum noise.

Technical Details

AlphaQubit relies on machine learning, specifically deep learning, to decode quantum errors. The decoder is based on a combination of recurrent neural networks and transformer architecture, which allows it to analyze quantum errors using historical stabilizer measurement data. The stabilizers represent relationships between physical qubits that, when disrupted, indicate potential errors in logical qubits. AlphaQubit updates internal states based on multiple rounds of error-correction measurements, effectively learning which types of errors are likely under real conditions, including noise sources such as cross-talk and leakage.

This model differs from conventional decoders by its ability to process and utilize soft measurement data, which are continuous values providing richer information than simple binary (0 or 1) outcomes. This results in higher accuracy, as AlphaQubit can take advantage of subtle signals that other decoders, which treat inputs as binary, may miss. In tests, AlphaQubit demonstrated consistent success in maintaining lower logical error rates compared to traditional decoders like minimum-weight perfect matching (MWPM) and tensor-network decoders.

AlphaQubit’s development is significant for several reasons. First, it highlights the use of artificial intelligence to enhance quantum error correction, demonstrating how machine learning can address the challenges that arise from the randomness and complexity of quantum systems. This work surpasses the results of other error correction methods and introduces a scalable solution for future quantum systems.

In experimental setups, AlphaQubit achieved a logical error per round (LER) rate of 2.901% at distance 3 and 2.748% at distance 5, surpassing the previous tensor-network decoder, whose LER rates stood at 3.028% and 2.915% respectively. This represents an improvement that suggests AI-driven decoders could play an important role in reducing the overhead required to maintain logical consistency in quantum systems. Moreover, AlphaQubit’s recurrent-transformer architecture scales effectively, offering performance benefits at higher code distances, such as distance 11, where many traditional decoders face challenges.

Another important aspect is AlphaQubit’s adaptability. The model undergoes an initial training phase with synthetic data, followed by fine-tuning with experimental data from the Sycamore processor, which allows it to learn directly from the environment in which it will be applied. This method greatly enhances its reliability, making it more suitable for use in complex, real-world quantum computers where traditional noise models may be inaccurate or overly simplistic.

Conclusion

AlphaQubit represents a meaningful advancement in the pursuit of error-free quantum computing. By integrating advanced machine learning techniques, Google Research has shown that AI can address the limitations of traditional error-correction approaches, handling complex and diverse noise types more effectively. The ability to adapt through real-world training also ensures that AlphaQubit remains applicable as quantum hardware evolves, potentially reducing the number of physical qubits required per logical qubit and lowering operational costs. With its promising results, AlphaQubit contributes to making practical quantum computing a reality, paving the way for advancements in fields such as cryptography and material science.

Check out the Paper and Details. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

[FREE AI VIRTUAL CONFERENCE] SmallCon: Free Virtual GenAI Conference ft. Meta, Mistral, Salesforce, Harvey AI & more. Join us on Dec 11th for this free virtual event to learn what it takes to build big with small models from AI trailblazers like Meta, Mistral AI, Salesforce, Harvey AI, Upstage, Nubank, Nvidia, Hugging Face, and more.
The post Google Researchers Developed AlphaQubit: A Deep Learning-based Decoder for Quantum Computing Error Detection appeared first on MarkTechPost.

DeepSeek Introduces DeepSeek-R1-Lite-Preview with Complete Reasoning O …

Artificial intelligence (AI) models have made substantial progress over the last few years, but they continue to face critical challenges, particularly in reasoning tasks. Large language models are proficient at generating coherent text, but when it comes to complex reasoning or problem-solving, they often fall short. This inadequacy is particularly evident in areas requiring structured, step-by-step logic, such as mathematical reasoning or code-breaking. Despite their impressive generative capabilities, models tend to lack transparency in their thought processes, which limits their reliability. Users are often left guessing how a conclusion was reached, leading to a trust gap between AI outputs and user expectations. To address these issues, there is a growing need for models that can provide comprehensive reasoning, clearly showing the steps that led to their conclusions.

DeepSeek-R1-Lite-Preview: A New Approach to Transparent Reasoning

DeepSeek has made progress in addressing these reasoning gaps by launching DeepSeek-R1-Lite-Preview, a model that not only improves performance but also introduces transparency in its decision-making process. The model matches OpenAI’s o1 preview-level performance and is now available for testing through DeepSeek’s chat interface, which is optimized for extended reasoning tasks. This release aims to tackle deficiencies in AI-driven problem-solving by offering complete reasoning outputs. DeepSeek-R1-Lite-Preview demonstrates its capabilities through benchmarks like AIME and MATH, positioning itself as a viable alternative to some of the most advanced models in the industry.

https://x.com/deepseek_ai/status/1859200149844803724/photo/1

Technical Details

DeepSeek-R1-Lite-Preview provides a significant improvement in reasoning by incorporating Chain-of-Thought (CoT) reasoning capabilities. This feature allows the AI to present its thought process in real time, enabling users to follow the logical steps taken to reach a solution. Such transparency is crucial for users who require detailed insight into how an AI model arrives at its conclusions, whether they are students, professionals, or researchers. The model’s ability to tackle intricate prompts and display its thinking process helps clarify AI-driven results and instills confidence in its accuracy. With o1-preview-level performance on industry benchmarks like AIME (American Invitational Mathematics Examination) and MATH, DeepSeek-R1-Lite-Preview stands as a strong contender in the field of advanced AI models. Additionally, the model and its API are slated to be open-sourced, making these capabilities accessible to the broader community for experimentation and integration.

https://x.com/deepseek_ai/status/1859200145037869485/photo/1

Significance and Results

DeepSeek-R1-Lite-Preview’s transparent reasoning outputs represent a significant advancement for AI applications in education, problem-solving, and research. One of the critical shortcomings of many advanced language models is their opacity; they arrive at conclusions without revealing their underlying processes. By providing a transparent, step-by-step chain of thought, DeepSeek ensures that users can see not only the final answer but also understand the reasoning that led to it. This is particularly beneficial for applications in educational technology, where understanding the “why” is often just as important as the “what.” In benchmark testing, the model displayed performance levels comparable to OpenAI’s o1 preview, specifically on challenging tasks like those found in AIME and MATH. One test prompt involved deciphering the correct sequence of numbers based on clues—tasks requiring multiple layers of reasoning to exclude incorrect options and arrive at the solution. DeepSeek-R1-Lite-Preview provided the correct answer (3841) while maintaining a transparent output that explained each step of the reasoning process.

Conclusion

DeepSeek’s introduction of DeepSeek-R1-Lite-Preview marks a noteworthy advancement in AI reasoning capabilities, addressing some of the critical shortcomings seen in current models. By matching OpenAI’s o1 in terms of benchmark performance and enhancing transparency in decision-making, DeepSeek has managed to push the boundaries of AI in meaningful ways. The real-time thought process and forthcoming open-source model and API release indicate DeepSeek’s commitment to making advanced AI technologies more accessible. As the field continues to evolve, models like DeepSeek-R1-Lite-Preview could bring clarity, accuracy, and accessibility to complex reasoning tasks across various domains. Users now have the opportunity to experience a reasoning model that not only provides answers but also reveals the reasoning behind them, making AI both more understandable and trustworthy.

Check out the Official Tweet and Try it here. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

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The post DeepSeek Introduces DeepSeek-R1-Lite-Preview with Complete Reasoning Outputs Matching OpenAI o1 appeared first on MarkTechPost.

Lingma SWE-GPT: Pioneering AI-Assisted Solutions for Software Developm …

Automated software engineering (ASE) has emerged as a transformative field, integrating artificial intelligence with software development processes to tackle debugging, feature enhancement, and maintenance challenges. ASE tools increasingly employ large language models (LLMs) to assist developers, enhancing efficiency and addressing the rising complexity of software systems. However, most state-of-the-art tools rely on proprietary closed-source models, which limit their accessibility and flexibility, particularly for organizations with stringent privacy requirements or resource constraints. Despite recent breakthroughs in the field, ASE continues to grapple with the challenges of implementing scalable, real-world solutions that can dynamically address the nuanced needs of software engineering.

One significant limitation of existing approaches stems from their over-reliance on static data for training. While effective in generating function-level solutions, models like GPT-4 and Claude 3.5 struggle with tasks that require a deep contextual understanding of project-wide dependencies or the iterative nature of real-world software development. These models are trained primarily on static codebases, failing to capture developers’ dynamic problem-solving workflows when interacting with complex software systems. The absence of process-level insights hampers their ability to localize faults effectively and propose meaningful solutions. Furthermore, closed-source models introduce data privacy concerns, especially for organizations working with sensitive or proprietary codebases.

Researchers at Alibaba Group’s Tongyi Lab developed the Lingma SWE-GPT series, a set of open-source LLMs optimized for software improvement. The series includes two models, Lingma SWE-GPT 7B and 72B, designed to simulate real-world software development processes. Unlike their closed-source counterparts, these models are accessible, customizable, and engineered to capture the dynamic aspects of software engineering. By integrating insights from real-world code submission activities and iterative problem-solving workflows, Lingma SWE-GPT aims to close the performance gap between open- and closed-source models while maintaining accessibility.

The development of Lingma SWE-GPT follows a structured three-stage methodology: repository understanding, fault localization, and patch generation. In the first stage, the model analyzes a project’s repository hierarchy, extracting key structural information from directories, classes, and functions to identify relevant files. During the fault localization phase, the model employs iterative reasoning and specialized APIs to pinpoint problematic code snippets precisely. Finally, the patch generation stage focuses on creating and validating fixes, using git operations to ensure code integrity. The training process emphasizes process-oriented data synthesis, employing rejection sampling and curriculum learning to refine the model iteratively and progressively handle more complex tasks.

Performance evaluations demonstrate the effectiveness of Lingma SWE-GPT on benchmarks such as SWE-bench Verified and SWE-bench Lite, which simulate real-world GitHub issues. The Lingma SWE-GPT 72B model resolved 30.20% of matters in the SWE-bench Verified dataset, a significant achievement for an open-source model. This performance approaches that of GPT-4o, which resolved 31.80% of the issues and represented a 22.76% improvement over the open-source Llama 3.1 405B model. Meanwhile, the smaller Lingma SWE-GPT 7B model achieved an 18.20% success rate on SWE-bench Verified, outperforming Llama 3.1 70B’s 17.20%. These results highlight the potential of open-source models in bridging performance gaps while remaining cost-effective.

The SWE-bench evaluations also revealed Lingma SWE-GPT’s robustness across various repositories. For instance, in repositories like Django and Matplotlib, the 72B model consistently outperformed its competitors, including leading open-source and closed-source models. Moreover, the smaller 7B variant proved highly efficient for resource-constrained scenarios, demonstrating the scalability of Lingma SWE-GPT’s architecture. The cost advantage of open-source models further bolsters their appeal, as they eliminate the high API costs associated with closed-source alternatives. For example, resolving the 500 tasks in the SWE-bench Verified dataset using GPT-4o would cost approximately $390, whereas Lingma SWE-GPT incurs no direct API costs.

The research also underscores several key takeaways that illustrate the broader implications of Lingma SWE-GPT’s development:

Open-source accessibility: Lingma SWE-GPT models democratize advanced ASE capabilities, making them accessible to various developers and organizations.  

Performance parity: The 72B model achieves performance comparable to state-of-the-art closed-source models, resolving 30.20% of issues on SWE-bench Verified.  

Scalability: The 7B model demonstrates strong performance in constrained environments, offering a cost-effective solution for organizations with limited resources.  

Dynamic understanding: By incorporating process-oriented training, Lingma SWE-GPT captures software development’s iterative and interactive nature, bridging gaps left by static data training.  

Enhanced fault localization: The model’s ability to identify specific fault locations using iterative reasoning and specialized APIs ensures high accuracy and efficiency.  

In conclusion, Lingma SWE-GPT represents a significant step forward in ASE, addressing the critical limitations of static data training and closed-source dependency. Its innovative methodology and competitive performance make it a compelling alternative for organizations seeking scalable and open-source solutions. By combining process-oriented insights with high accessibility, Lingma SWE-GPT paves the way for broader adoption of AI-assisted tools in software development, making advanced capabilities more inclusive and cost-efficient.

Check out the Paper. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

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Unify structured data in Amazon Aurora and unstructured data in Amazon …

In today’s data-intensive business landscape, organizations face the challenge of extracting valuable insights from diverse data sources scattered across their infrastructure. Whether it’s structured data in databases or unstructured content in document repositories, enterprises often struggle to efficiently query and use this wealth of information.
In this post, we explore how you can use Amazon Q Business, the AWS generative AI-powered assistant, to build a centralized knowledge base for your organization, unifying structured and unstructured datasets from different sources to accelerate decision-making and drive productivity. The solution combines data from an Amazon Aurora MySQL-Compatible Edition database and data stored in an Amazon Simple Storage Service (Amazon S3) bucket.
Solution overview
Amazon Q Business is a fully managed, generative AI-powered assistant that helps enterprises unlock the value of their data and knowledge. The key to using the full potential of Amazon Q lies in its ability to seamlessly integrate and query multiple data sources, from structured databases to unstructured content stores. In this solution, we use Amazon Q to build a comprehensive knowledge base that combines sales-related data from an Aurora MySQL database and sales documents stored in an S3 bucket. Aurora MySQL-Compatible is a fully managed, MySQL-compatible, relational database engine that combines the speed and reliability of high-end commercial databases with the simplicity and cost-effectiveness of open-source databases. Amazon S3 is an object storage service that offers industry-leading scalability, data availability, security, and performance.
This custom knowledge base that connects these diverse data sources enables Amazon Q to seamlessly respond to a wide range of sales-related questions using the chat interface. The following diagram illustrates the solution architecture.

Prerequisites
For this walkthrough, you should have the following prerequisites:

A virtual private cloud (VPC) with at least two subnets
An Aurora MySQL database
An Amazon Elastic Compute Cloud (Amazon EC2) bastion host
AWS IAM Identity Center configured
An S3 bucket

Set up your VPC
Establishing a VPC provides a secure, isolated network environment for hosting the data sources that Amazon Q Business will access to index. In this post, we use an Aurora MySQL database in a private subnet, and Amazon Q Business accesses the private DB instance in a secure manner using an interface VPC endpoint.
Complete the following steps:

Choose an AWS Region Amazon Q supports (for this post, we use the us-east-1 Region).
Create a VPC or use an existing VPC with at least two subnets. These subnets must be in two different Availability Zones in the Region where you want to deploy your DB instance.

Refer to Steps 1 and 2 in Configuring Amazon VPC support for Amazon Q Business connectors to configure your VPC so that you have a private subnet to host an Aurora MySQL database along with a security group for your database.
Additionally, create a public subnet that will host an EC2 bastion server, which we create in the next steps.

Create an interface VPC endpoint for Aurora powered by AWS PrivateLink in the VPC you created. For instructions, refer to Access an AWS service using an interface VPC endpoint.

Specify the private subnet where the Aurora MySQL database resides along with the database security group you created.

Each interface endpoint is represented by one or more elastic network interfaces in your subnets, which is then used by Amazon Q Business to connect to the private database.
Set up an Aurora MySQL database
Complete the following steps to create an Aurora MySQL database to host the structured sales data:

On the Amazon RDS console, choose Databases in the navigation pane.
Choose Create database.
Select Aurora, then Aurora (MySQL compatible).
For Templates, choose Production or Dev/test.
Under Settings, enter a name for your database cluster identifier. For example, q-aurora-mysql-source.
For Credentials settings, choose Self-managed, give the admin user a password, and keep the rest of the parameters as default.
Under Connectivity, for Virtual private cloud (VPC), choose the VPC that you created.
For DB subnet group, create a new subnet group or choose an existing one. Keep the rest of the parameters as default.
For Publicly accessible, choose NO.
Under VPC security group (firewall), choose Existing and choose the existing security group that you created for the Aurora MySQL DB instance.
Leave the remaining parameters as default and create the database.

Create an EC2 bastion host to connect to the private Aurora MySQL DB instance
In this post, you connect to the private DB instance from the MySQL Workbench client on your local machine through an EC2 bastion host. Launch the EC2 instance in the public subnet of the VPC you configured. The security group attached to this EC2 bastion host instance should be configured to allow SSH traffic (port 22) from your local machine’s IP address. To facilitate the connection between the EC2 bastion host and the Aurora MySQL database, the security group for the Aurora MySQL database should have an inbound rule to allow MySQL traffic (port 3306) from the security group of the EC2 bastion host. Conversely, the security group for the EC2 bastion host should have an outbound rule to allow traffic to the security group of the Aurora MySQL database on port 3306. Refer to Controlling access with security groups for more details.
Configure IAM Identity Center
An Amazon Q Business application requires you to use IAM Identity Center to manage user access. IAM Identity Center is a single place where you can assign your workforce users, also known as workforce identities, to provide consistent access to multiple AWS accounts and applications. In this post, we use IAM Identity Center as the SAML 2.0-aligned identity provider (IdP). Make sure you have enabled an IAM Identity Center instance, provisioned at least one user, and provided each user with a valid email address. The Amazon Q Business application needs to be in the same Region as the IAM Identity Center instance. For more information on enabling users in IAM Identity Center, see Add users to your Identity Center directory.
Create an S3 bucket
Create a S3 bucket in the us-east-1 Region with the default settings and create a folder with a name of your choice inside the bucket.
Create and load sample data
In this post, we use two sample datasets: a total sales dataset CSV file and a sales target document in PDF format. The total sales dataset contains information about orders placed by customers located in various geographical locations, through different sales channels. The sales document contains information about sales targets for the year for each of the sales channel. Complete the steps in the section below to load both datasets.
Aurora MySQL database
In the Amazon Q Business application, you create two indexes for the same Aurora MySQL table: one on the total sales dataset and another on an aggregated view of the total sales data, to cater to the different type of queries. Complete the following steps:

Securely connect to your private Aurora MySQL database using an SSH tunnel through an EC2 bastion host.

This enables you to manage and interact with your database resources directly from your local MySQL Workbench client.

Create the database and tables using the following commands on the local MySQL Workbench client:

CREATE DATABASE sales;
USE sales;
CREATE TABLE total_sales_data (customer_name text, product_name text, state_code text, state text, region text, order_number text, sales_channel text, warehouse_code text, procure_date date DEFAULT NULL, order_date date DEFAULT NULL, ship_date date DEFAULT NULL, delivery_date date DEFAULT NULL, currency_code text, sales_team_id text, customer_id text, store_id text, product_id text, order_quantity int DEFAULT NULL, discount_applied double DEFAULT NULL, unit_price double DEFAULT NULL, unit_cost double DEFAULT NULL, sales_team text, city_name text, county text, type text, latitude text, longitude text, area_code text, population text, household_income text, median_income text, land_area text, water_area text, time_zone text) ;

Download the sample file csv in your local environment.
Use the following code to insert sample data in your MYSQL client:

LOAD DATA LOCAL INFILE ‘/path/to/the/file/total_sales_dataset.csv’ INTO TABLE sales.total_sales_data FIELDS TERMINATED BY ‘,’ ENCLOSED BY ‘”‘ IGNORE 1 LINES;

If you encounter the error LOAD DATA LOCAL INFILE file request rejected due to restrictions on access when running the statements in MySQL Workbench 8.0, you might need to edit the connection. On the Connection tab, go to the Advanced sub-tab, and in the Others field, add the line OPT_LOCAL_INFILE=1 and start a new query tab after testing the connection.

Verify the data load by running a select statement:

select count (*) from sales.total_sales_data;

This should return 7,991 rows.
The following screenshot shows the database table schema and the sample data in the table.

Amazon S3 bucket
Download the sample file 2020_Sales_Target.pdf in your local environment and upload it to the S3 bucket you created. This sales target document contains information about the sales target for four sales channels and looks like the following screenshot.

Create an Amazon Q application
Complete the following steps to create an Amazon Q application:

On the Amazon Q console, choose Applications in the navigation pane.
Choose Create application.
Provide the following details:

In the Application details section, for Application name, enter a name for the application (for example, sales_analyzer).
In the Service access section, for Choose a method to authorize Amazon Q, select Create and use a new service role.
Leave all other default options and choose Create.

On the Select retriever page, you configure the retriever. The retriever is an index that will be used by Amazon Q to fetch data in real time.

For Retrievers, select Use native retriever.
For Index provisioning, select Starter.
For Number of units, use the default value of 1. Each unit can support up to 20,000 documents. For a database, each database row is considered a document.
Choose Next.

Configure Amazon Q to connect to Aurora MySQL-Compatible
Complete the following steps to configure Amazon Q to connect to Aurora MySQL-Compatible:

On the Connect data sources page, under Data sources, choose the Aurora (MySQL) data source.
Choose Next.

In the Name and description section, configure the following parameters:

For Data source name, enter a name (for example, aurora_mysql_sales).
For Description, enter a description.

In the Source section, configure the following parameters:

For Host, enter the database endpoint (for example, <databasename>.<ID>.<region>.rds.amazonaws.com).

You can obtain the endpoint on the Amazon RDS console for the instance on the Connectivity & security tab.

For Port, enter the Amazon RDS port for MySQL: 3306.
For Instance, enter the database name (for example, sales).
Select Enable SSL Certificate location.

For Authentication, choose Create a new secret with a name of your choice.
Provide the user name and password for your MySQL database to create the secret.
In the Configure VPC and security group section, choose the VPC and subnets where your Aurora MySQL database is located, and choose the default VPC security group.

For IAM role, choose Create a new service role.
For Sync scope, under SQL query, enter the following query:

SELECT order_number, sales_channel, concat(‘customer_name: ‘,customer_name,’ product_name: ‘,product_name,’ state_code: ‘,state_code,’ state: ‘,state, ‘ region: ‘,region,’ order_number: ‘,’ order_number: ‘,order_number,’ sales_channel: ‘,sales_channel, ‘ warehouse_code: ‘,warehouse_code,’ procure_date: ‘,procure_date,’ order_date: ‘,order_date,’ ship_date: ‘,ship_date, ‘ delivery_date: ‘,delivery_date,’ currency_code: ‘, currency_code,’ sales_team_id: ‘,sales_team_id, ‘ customer_id: ‘,customer_id,’ store_id: ‘,store_id,’ product_id: ‘,product_id,’ order_quantity: ‘,order_quantity, ‘ discount_applied: ‘,discount_applied,’ unit_price: ‘,unit_price,’ unit_cost: ‘,unit_cost, ‘ sales_team: ‘,sales_team,’ city_name: ‘,city_name, ‘time_zone: ‘,time_zone) as sales_details FROM `sales`.total_sales_data

This select statement returns a primary key column, a document title column, and a text column that serves your document body for Amazon Q to answer questions. Make sure you don’t put ; at the end of the query.

For Primary key column, enter order_number.
For Title column, enter sales_channel.
For Body column, enter sales_details.

Under Sync run schedule, for Frequency, choose Run on demand.
Keep all other parameters as default and choose Add data source.

This process may take a few minutes to complete. After the aurora_mysql_sales data source is added, you will be redirected to the Connect data sources page.

Repeat the steps to add another Aurora MySQL data source, called aggregated_sales, for the same database but with the following details in the Sync scope This data source will be used by Amazon Q for answering questions on aggregated sales.

Use the following SQL query:

select scoy_id, sales_channel, concat(‘scoy_id: ‘,scoy_id,’ order_year: ‘,order_year, ‘ sales_channel: ‘,sales_channel, ‘ total_order_quantity: ‘,total_order_quantity,’ total_sales_amount: ‘,total_sales_amount, ‘ total_cost_amount: ‘, total_cost_amount, ‘ total_profit : ‘, total_profit, ‘ last_order_date: ‘,last_order_date) as sales_aggregates from ( select concat(sales_channel,year(order_date)) as scoy_id, year(order_date) as order_year, sales_channel, sum(order_quantity) as total_order_quantity, sum(unit_price*order_quantity) as total_sales_amount, sum(unit_cost*order_quantity) as total_cost_amount, sum((unit_price-unit_cost)*order_quantity) as total_profit, max(order_date) as last_order_date from sales.total_sales_data group by 1,2,3 ) aggregated_sales

For Primary key column, enter scoy_id.
For Title column, enter sales_channel.
For Body column, enter sales_aggregates.

After adding the aggregated_sales data source, you will be redirected to the Connect data sources page again.
Configure Amazon Q to connect to Amazon S3
Complete the following steps to configure Amazon Q to connect to Amazon S3:

On the Connect data sources page, under Data sources, choose Amazon S3.
Under Name and description, enter a data source name (for example, s3_sales_targets) and a description.
Under Configure VPC and security group settings, choose No VPC.

For IAM role, choose Create a new service role.
Under Sync scope, for the data source location, enter the S3 bucket name containing the sales target PDF document.
Leave all other parameters as default.

Under Sync run schedule, for Frequency, choose Run on demand.
Choose Add data source.

On the Connect data sources page, choose Next.
In the Update groups and users section, choose Add users and groups.
Choose the user as entered in IAM Identity Center and choose Assign.

After you add the user, you can choose the Amazon Q Business subscription to assign to the user. For this post, we choose Q Business Lite.
Under Web experience service access, select Create and use a new service role and enter a service role name.
Choose Create application.

After few minutes, the application will be created and you will be taken to the Applications page on the Amazon Q Business console.

Sync the data sources
Choose the name of your application and navigate to the Data sources section. For each of the three data sources, select the data source and choose Sync now. It will take several minutes to complete. After the sources have synced, you should see the Last sync status show as Completed.

Customize and interact with the Amazon Q application
At this point, you have created an Amazon Q application, synced the data source, and deployed the web experience. You can customize your web experience to make it more intuitive to your application users.

On the application details page, choose Customize web experience.

For this post, we have customized the Title, Subtitle and Welcome message fields for our assistant.

After you have completed your customizations for the web experience, go back to the application details page and choose the web experience URL.
Sign in with the IAM Identity Center user name and password you created earlier to start the conversation with assistant.

You can now test the application by asking different questions, as shown in the following screenshot. You can observe in the following question that the channel names were fetched from the Amazon S3 sales target PDF.

The following screenshots show more example interactions.

The answer in the preceding example was derived from the two sources: the S3 bucket and the Aurora database. You can verify the output by cross-referencing the PDF, which has a target as $12 million for the in-store sales channel in 2020. The following SQL shows the actual sales achieved in 2020 for the same channel:

SELECT YEAR(order_date) AS order_year, sales_channel, SUM(unit_price*order_quantity) AS total_sales_amount FROM sales.total_sales_data WHERE YEAR(order_date)=’2020′ AND sales_channel=’In-Store’ GROUP BY 1,2;

As seen from the sales target PDF data, the 2020 sales target for the distributor sales channel was $7 million.

The following SQL in the Aurora MySQL database shows the actual sales achieved in 2020 for the same channel:

SELECT YEAR(order_date) AS order_year, sales_channel, SUM(unit_price*order_quantity) AS total_sales_amount FROM sales.total_sales_data WHERE YEAR(order_date)=’2020′ AND sales_channel=’Distributor’ GROUP BY 1,2;

The following screenshots show additional questions.

You can verify the preceding answers with the following SQL:

SELECT order_date, order_number, order_quantity, state, warehouse_code, sales_channel, sales_team FROM sales.total_sales_data WHERE customer_name=’Amylin Group’ AND YEAR(order_date)=’2020′ AND product_name=’outdoor furniture’;

Clean up
To avoid incurring future charges, clean up any resources you created as part of this solution, including the Amazon Q Business application:

On the Amazon Q Business console, choose Applications in the navigation pane, select the application you created, and on the Actions menu, choose Delete.
Delete the AWS Identity and Access Management (IAM) roles created for the application and data retriever. You can identify the IAM roles used by the Amazon Q Business application and data retriever by inspecting the associated configuration using the AWS console or AWS Command Line Interface (AWS CLI).
Delete the IAM Identity Center instance you created for this walkthrough.
Empty the bucket you created and then delete the bucket.
Delete the Aurora MySQL instance and Aurora cluster.
Shut down the EC2 bastion host instance.
Delete the VPC and related components—the NAT gateway and interface VPC endpoint.

Conclusion
In this post, we demonstrated how organizations can use Amazon Q to build a unified knowledge base that integrates structured data from an Aurora MySQL database and unstructured data from an S3 bucket. By connecting these disparate data sources, Amazon Q enables you to seamlessly query information from two data sources and gain valuable insights that drive better decision-making.
We encourage you to try this solution and share your experience in the comments. Additionally, you can explore the many other data sources that Amazon Q for Business can seamlessly integrate with, empowering you to build robust and insightful applications.

About the Authors
Monjumi Sarma is a Technical Account Manager at Amazon Web Services. She helps customers architect modern, scalable, and cost-effective solutions on AWS, which gives them an accelerated path towards modernization initiatives. She has experience across analytics, big data, ETL, cloud operations, and cloud infrastructure management.
Akchhaya Sharma is a Sr. Data Engineer at Amazon Ads. He builds and manages data-driven solutions for recommendation systems, working together with a diverse and talented team of scientists, engineers, and product managers. He has experience across analytics, big data, and ETL.

Automate Q&A email responses with Amazon Bedrock Knowledge Bases

Email remains a vital communication channel for business customers, especially in HR, where responding to inquiries can use up staff resources and cause delays. The extensive knowledge required can make it overwhelming to respond to email inquiries manually. In the future, high automation will play a crucial role in this domain.
Using generative AI allows businesses to improve accuracy and efficiency in email management and automation. This technology allows for automated responses, with only complex cases requiring manual review by a human, streamlining operations and enhancing overall productivity.
The combination of retrieval augmented generation (RAG) and knowledge bases enhances automated response accuracy. The combination of retrieval-based and generation-based models in RAG allows for accessing databases and generating accurate and contextually relevant responses. Access to reliable information from a comprehensive knowledge base helps the system provide better responses. This hybrid approach makes sure automated replies are not only contextually relevant but also factually correct, enhancing the reliability and trustworthiness of the communication.
In this post, we illustrate automating the responses to email inquiries by using Amazon Bedrock Knowledge Bases and Amazon Simple Email Service (Amazon SES), both fully managed services. By linking user queries to relevant company domain information, Amazon Bedrock Knowledge Bases offers personalized responses. Amazon Bedrock Knowledge Bases can achieve greater response accuracy and relevance by integrating foundation models (FMs) with internal company data sources for RAG. Amazon SES is an email service that provides a straightforward way to send and receive email using your own email addresses and domains.
Retrieval Augmented Generation
RAG is an approach that integrates information retrieval into the natural language generation process. It involves two key workflows: data ingestion and text generation. The data ingestion workflow creates semantic embeddings for documents and questions, storing document embeddings in a vector database. By comparing vector similarity to the question embedding, the text generation workflow selects the most relevant document chunks to enhance the prompt. The obtained information empowers the model to generate more knowledgeable and precise responses.
Amazon Bedrock Knowledge Bases
For RAG workflows, Amazon Bedrock offers managed knowledge bases, which are vector databases that store unstructured data semantically. This managed service simplifies deployment and scaling, allowing developers to focus on building RAG applications without worrying about infrastructure management. For more information on RAG and Amazon Bedrock Knowledge Bases, see Connect Foundation Models to Your Company Data Sources with Agents for Amazon Bedrock.
Solution overview
The solution presented in this post responds automatically to email inquiries using the following solution architecture. The primary functions are to enhance the RAG support knowledge base with domain-specific documents and automate email responses.

The workflow to populate the knowledge base consists of the following steps, as noted in the architecture diagram:

The user uploads company- and domain-specific information, like policy manuals, to an Amazon Simple Storage (Amazon S3) bucket.
This bucket is designated as the knowledge base data source.
Amazon S3 invokes an AWS Lambda function to synchronize the data source with the knowledge base.
The Lambda function starts data ingestion by calling the StartIngestionJob API function. The knowledge base splits the documents in the data source into manageable chunks for efficient retrieval. The knowledge base is set up to use Amazon OpenSearch Serverless as its vector store and an Amazon Titan embeddings text model on Amazon Bedrock to create the embeddings. During this step, the chunks are converted to embeddings and stored in a vector index in the OpenSearch Serverless vector store for Knowledge Bases of Amazon Bedrock, while also keeping track of the original document.

The workflow for automating email responses using generative AI with the knowledge base includes the following steps:

A customer sends a natural language email inquiry to an address configured within your domain, such as info@example.com.
Amazon SES receives the email and sends the entire email content to an S3 bucket with the unique email identifier as the object key.
An Amazon EventBridge rule is invoked upon receipt of the email in the S3 bucket and starts an AWS Step Functions state machine to coordinate generating and sending the email response.
A Lambda function retrieves the email content from Amazon S3.
The email identifier and a received timestamp is recorded in an Amazon DynamoDB table. You can use the DynamoDB table to monitor and analyze the email responses that are generated.
By using the body of the email inquiry, the Lambda function creates a prompt query and invokes the Amazon Bedrock RetrieveAndGenerate API function to generate a response.
Amazon Bedrock Knowledge Bases uses the Amazon Titan embeddings model to convert the prompt query to a vector embedding, and then finds chunks that are semantically similar. The prompt is then augmented with the chunks that are retrieved from the vector store. We then send the prompt alongside the additional context to a large language model (LLM) for response generation. In this solution, we use Anthropic’s Claude Sonnet 3.5 on Amazon Bedrock as our LLM to generate user responses using additional context. Anthropic’s Claude Sonnet 3.5 is fast, affordable, and versatile, capable of handling various tasks like casual dialogue, text analysis, summarization, and document question answering.
A Lambda function constructs an email reply from the generated response and transmits the email reply using Amazon SES to the customer. Email tracking and disposition information is updated in the DynamoDB table.
When there’s no automated email response, a Lambda function forwards the original email to an internal support team for them to review and respond to the customer. It updates the email disposition information in the DynamoDB table.

Prerequisites
To set up this solution, you should have the following prerequisites:

A local machine or virtual machine (VM) on which you can install and run AWS Command Line Interface (AWS CLI) tools.
A local environment prepared to deploy the AWS Cloud Development Kit (AWS CDK) stack as documented in Getting started with the AWS CDK. You can bootstrap the environment with cdk bootstrap aws://{ACCOUNT_NUMBER}/{REGION}.
A valid domain name with configuration rights over it. If you have a domain name registered in Amazon Route 53 and managed in this same account, the AWS CDK will configure Amazon SES for you. If your domain is managed elsewhere, then some manual steps will be necessary (as detailed later in this post).
Amazon Bedrock models enabled for embedding and querying. For more information, see Access Amazon Bedrock foundation models. In the default configuration, the following models are required to be enabled:

Amazon Titan Text Embeddings V2
Anthropic’s Claude 3.5 Sonnet

Deploy the solution
To deploy the solution, complete the following steps:

Configure an SES domain identity to allow Amazon SES to send and receive messages. If you want to receive an email address for a domain managed in Route 53, it will automatically configure this for you if you provide the ROUTE53_HOSTED_ZONE context variable. If you manage your domain in a different account or in a registrar besides Route 53, refer to Creating and verifying identities in Amazon SES to manually verify your domain identity and Publishing an MX record for Amazon SES email receiving to manually add the MX record required for Amazon SES to receive email for your domain.
Clone the repository and navigate to the root directory:

git clone https://github.com/aws-samples/automated-emails-for-bedrock-knowledgebases.git && cd automated-emails-for-bedrock-knowledgebases

Install dependencies: npm install
Deploy the AWS CDK app, replacing {EMAIL_SOURCE} with the email address that will receive inquiries, {EMAIL_REVIEW_DEST} with the email address for internal review for messages that fail auto response, and {HOSTED_ZONE_NAME} with your domain name:

cdk deploy
–context emailSource={EMAIL_SOURCE}
–context emailReviewDest={EMAIL_REVIEW_DEST}
–context route53HostedZone {HOSTED_ZONE_NAME}

At this point, you have configured Amazon SES with a verified domain identity in sandbox mode. You can now send email to an address in that domain. If you need to send email to users with a different domain name, you need to request production access.
Upload domain documents to Amazon S3
Now that you have a running knowledge base, you need to populate your vector store with the raw data you want to query. To do so, upload your raw text data to the S3 bucket serving as the knowledge base data source:

Locate the bucket name from the AWS CDK output (KnowledgeBaseSourceBucketArn/Name).
Upload your text files, either through the Amazon S3 console or the AWS CLI.

If you’re testing this solution out, we recommend using the documents in the following open source HR manual. Upload the files in either the markdown or PDF folders. Your knowledge base will then automatically sync those files to the vector database.
Test the solution
To test the solution, send an email to the address defined in the “sourceEmail” context parameter. If you opted to upload the sample HR documents, you could use the following example questions:

“How many days of PTO do I get?”
“To whom do I report an HR violation?”

Clean up
Deploying the solution will incur charges. To clean up resources, run the following command from the project’s folder:

cdk destroy

Conclusion
In this post, we discussed the essential role of email as a communication channel for business users and the challenges of manual email responses. Our description outlined the use of a RAG architecture and Amazon Bedrock Knowledge Bases to automate email responses, resulting in improved HR prioritization and enhanced user experiences. Lastly, we created a solution architecture and sample code in a GitHub repository for automatically generating and sending contextual email responses using a knowledge base.
For more information, see the Amazon Bedrock User Guide and Amazon SES Developer Guide.

About the Authors
Darrin Weber is a Senior Solutions Architect at AWS, helping customers realize their cloud journey with secure, scalable, and innovative AWS solutions. He brings over 25 years of experience in architecture, application design and development, digital transformation, and the Internet of Things. When Darrin isn’t transforming and optimizing businesses with innovative cloud solutions, he’s hiking or playing pickleball.
Marc Luescher is a Senior Solutions Architect at AWS, helping enterprise customers be successful, focusing strongly on threat detection, incident response, and data protection. His background is in networking, security, and observability. Previously, he worked in technical architecture and security hands-on positions within the healthcare sector as an AWS customer. Outside of work, Marc enjoys his 3 dogs, 4 cats, and over 20 chickens, and practices his skills in cabinet making and woodworking.
Matt Richards is a Senior Solutions Architect at AWS, assisting customers in the retail industry. Having formerly been an AWS customer himself with a background in software engineering and solutions architecture, he now focuses on helping other customers in their application modernization and digital transformation journeys. Outside of work, Matt has a passion for music, singing, and drumming in several groups.

Streamline RAG applications with intelligent metadata filtering using …

Retrieval Augmented Generation (RAG) has become a crucial technique for improving the accuracy and relevance of AI-generated responses. The effectiveness of RAG heavily depends on the quality of context provided to the large language model (LLM), which is typically retrieved from vector stores based on user queries. The relevance of this context directly impacts the model’s ability to generate accurate and contextually appropriate responses.
One effective way to improve context relevance is through metadata filtering, which allows you to refine search results by pre-filtering the vector store based on custom metadata attributes. By narrowing down the search space to the most relevant documents or chunks, metadata filtering reduces noise and irrelevant information, enabling the LLM to focus on the most relevant content.
In some use cases, particularly those involving complex user queries or a large number of metadata attributes, manually constructing metadata filters can become challenging and potentially error-prone. To address these challenges, you can use LLMs to create a robust solution. This approach, which we call intelligent metadata filtering, uses tool use (also known as function calling) to dynamically extract metadata filters from natural language queries. Function calling allows LLMs to interact with external tools or functions, enhancing their ability to process and respond to complex queries.
Amazon Bedrock is a fully managed service that offers a choice of high-performing foundation models (FMs) from leading AI companies like AI21 Labs, Anthropic, Cohere, Meta, Mistral AI, Stability AI, and Amazon through a single API, along with a broad set of capabilities to build generative AI applications with security, privacy, and responsible AI. One of its key features, Amazon Bedrock Knowledge Bases, allows you to securely connect FMs to your proprietary data using a fully managed RAG capability and supports powerful metadata filtering capabilities.
In this post, we explore an innovative approach that uses LLMs on Amazon Bedrock to intelligently extract metadata filters from natural language queries. By combining the capabilities of LLM function calling and Pydantic data models, you can dynamically extract metadata from user queries. This approach can also enhance the quality of retrieved information and responses generated by the RAG applications.
This approach not only addresses the challenges of manual metadata filter construction, but also demonstrates how you can use Amazon Bedrock to create more effective and user-friendly RAG applications.
Understanding metadata filtering
Metadata filtering is a powerful feature that allows you to refine search results by pre-filtering the vector store based on custom metadata attributes. This approach narrows down the search space to the most relevant documents or passages, reducing noise and irrelevant information. For a comprehensive overview of metadata filtering and its benefits, refer to Amazon Bedrock Knowledge Bases now supports metadata filtering to improve retrieval accuracy.
The importance of context quality in RAG applications
In RAG applications, the accuracy and relevance of generated responses heavily depend on the quality of the context provided to the LLM. This context, typically retrieved from the knowledge base based on user queries, directly impacts the model’s ability to generate accurate and contextually appropriate outputs.
To evaluate the effectiveness of a RAG system, we focus on three key metrics:

Answer relevancy – Measures how well the generated answer addresses the user’s query. By improving the relevance of the retrieved context through dynamic metadata filtering, you can significantly enhance the answer relevancy.
Context recall – Assesses the proportion of relevant information retrieved from the knowledge base. Dynamic metadata filtering helps improve context recall by more accurately identifying and retrieving the most pertinent documents or passages for a given query.
Context precision – Evaluates the accuracy of the retrieved context, making sure the information provided to the LLM is highly relevant to the query. Dynamic metadata filtering enhances context precision by reducing the inclusion of irrelevant or tangentially related information.

By implementing dynamic metadata filtering, you can significantly improve these metrics, leading to more accurate and relevant RAG responses. Let’s explore how to implement this approach using Amazon Bedrock and Pydantic.
Solution overview
In this section, we illustrate the flow of the dynamic metadata filtering solution using the tool use (function calling) capability. The following diagram illustrates high level RAG architecture with dynamic metadata filtering.

The process consists of the following steps:

The process begins when a user asks a query through their interface.
The user’s query is first processed by an LLM using the tool use (function calling) feature. This step is crucial for extracting relevant metadata from the natural language query. The LLM analyzes the query and identifies key entities or attributes that can be used for filtering.
The extracted metadata is used to construct an appropriate metadata filter. This combined query and filter is passed to the RetrieveAndGenerate
This API, part of Amazon Bedrock Knowledge Bases, handles the core RAG workflow. It consists of several sub-steps:

The user query is converted into a vector representation (embedding).
Using the query embedding and the metadata filter, relevant documents are retrieved from the knowledge base.
The original query is augmented with the retrieved documents, providing context for the LLM.
The LLM generates a response based on the augmented query and retrieved context.

Finally, the generated response is returned to the user.

This architecture uses the power of tool use for intelligent metadata extraction from a user’s query, combined with the robust RAG capabilities of Amazon Bedrock Knowledge Bases. The key innovation lies in Step 2, where the LLM is used to dynamically interpret the user’s query and extract relevant metadata for filtering. This approach allows for more flexible and intuitive querying, because users can express their information needs in natural language without having to manually specify metadata filters.
The subsequent steps (3–4) follow a more standard RAG workflow, but with the added benefit of using the dynamically generated metadata filter to improve the relevance of retrieved documents. This combination of intelligent metadata extraction and traditional RAG techniques results in more accurate and contextually appropriate responses to user queries.
Prerequisites
Before proceeding with this tutorial, make sure you have the following in place:

AWS account – You should have an AWS account with access to Amazon Bedrock.
Model access – Amazon Bedrock users need to request access to FMs before they’re available for use. For this solution, you need to enable access to the Amazon Titan Embeddings G1 – Text and Anthropic’s Claude Instant 1.2 model in Amazon Bedrock. For more information, refer to Access Amazon Bedrock foundation models.
Knowledge base – You need a knowledge base created in Amazon Bedrock with ingested data and metadata. For detailed instructions on setting up a knowledge base, including data preparation, metadata creation, and step-by-step guidance, refer to Amazon Bedrock Knowledge Bases now supports metadata filtering to improve retrieval accuracy. This post walks you through the entire process of creating a knowledge base and ingesting data with metadata.

In the following sections, we explore how to implement dynamic metadata filtering using the tool use feature in Amazon Bedrock and Pydantic for data validation.
Tool use is a powerful feature in Amazon Bedrock that allows models to access external tools or functions to enhance their response generation capabilities. When you send a message to a model, you can provide definitions for one or more tools that could potentially help the model generate a response. If the model determines it needs a tool, it responds with a request for you to call the tool, including the necessary input parameters.
In our example, we use Amazon Bedrock to extract entities like genre and year from natural language queries about video games. For a query like “A strategy game with cool graphics released after 2023?”” it will extract “strategy” (genre) and “2023” (year). These extracted entities will then dynamically construct metadata filters to retrieve only relevant games from the knowledge base. This allows flexible, natural language querying with precise metadata filtering.
Set up the environment
First, set up your environment with the necessary imports and Boto3 clients:

import json
import boto3
from typing import List, Optional
from pydantic import BaseModel, validator

region = “us-east-1”
bedrock = boto3.client(“bedrock-runtime”, region_name=region)
bedrock_agent_runtime = boto3.client(“bedrock-agent-runtime”)

MODEL_ID = “<add-model-id>”
kb_id = “<Your-Knowledge-Base-ID>”

Define Pydantic models
For this solution, you use Pydantic models to validate and structure our extracted entities:

class Entity(BaseModel):
genre: Optional[str]
year: Optional[str]

class ExtractedEntities(BaseModel):
entities: List[Entity]

@validator(‘entities’, pre=True)
def remove_duplicates(cls, entities):
unique_entities = []
seen = set()
for entity in entities:
entity_tuple = tuple(sorted(entity.items()))
if entity_tuple not in seen:
seen.add(entity_tuple)
unique_entities.append(dict(entity_tuple))
return unique_entities

Implement entity extraction using tool use
You now define a tool for entity extraction with basic instructions and use it with Amazon Bedrock. You should use a proper description for this to work for your use case:

tools = [
{
“toolSpec”: {
“name”: “extract_entities”,
“description”: “Extract named entities from the text. If you are not 100% sure of the entity value, use ‘unknown’.”,
“inputSchema”: {
“json”: {
“type”: “object”,
“properties”: {
“entities”: {
“type”: “array”,
“items”: {
“type”: “object”,
“properties”: {
“genre”: {“type”: “string”, “description”: “The genre of the game. First alphabet is upper case.”},
“year”: {“type”: “string”, “description”: “The year when the game was released.”}
},
“required”: [“genre”, “year”]
}
}
},
“required”: [“entities”]
}
}
}
}
]

def extract_entities(text):
response = bedrock.converse(
modelId=MODEL_ID,
inferenceConfig={
“temperature”: 0,
“maxTokens”: 4000
},
toolConfig={“tools”: tools},
messages=[{“role”: “user”, “content”: [{“text”: text}]}]
)

json_entities = None
for content in response[‘output’][‘message’][‘content’]:
if “toolUse” in content and content[‘toolUse’][‘name’] == “extract_entities”:
json_entities = content[‘toolUse’][‘input’]
break

if json_entities:
return ExtractedEntities.parse_obj(json_entities)
else:
print(“No entities found in the response.”)
return None

Construct a metadata filter
Create a function to construct the metadata filter based on the extracted entities:

def construct_metadata_filter(extracted_entities):
if not extracted_entities or not extracted_entities.entities:
return None

entity = extracted_entities.entities[0]
metadata_filter = {“andAll”: []}

if entity.genre and entity.genre != ‘unknown’:
metadata_filter[“andAll”].append({
“equals”: {
“key”: “genres”,
“value”: entity.genre
}
})

if entity.year and entity.year != ‘unknown’:
metadata_filter[“andAll”].append({
“greaterThanOrEquals”: {
“key”: “year”,
“value”: int(entity.year)
}
})

return metadata_filter if metadata_filter[“andAll”] else None

Create the main function
Finally, create a main function to process the query and retrieve results:

def process_query(text):
extracted_entities = extract_entities(text)
metadata_filter = construct_metadata_filter(extracted_entities)

response = bedrock_agent_runtime.retrieve(
knowledgeBaseId=kb_id,
retrievalConfiguration={
“vectorSearchConfiguration”: {
“filter”: metadata_filter
}
},
retrievalQuery={
‘text’: text
}
)
return response

# Example usage
text = “A strategy game with cool graphic released after 2023″
result = process_query(text)

# Print results
for game in result.get(‘retrievalResults’, []):
print(f”Title: {game.get(‘content’).get(‘text’).split(‘:’)[0].split(‘,’)[-1].replace(‘score ‘,”)}”)
print(f”Year: {game.get(‘metadata’).get(‘year’)}”)
print(f”Genre: {game.get(‘metadata’).get(‘genres’)}”)
print(“—“)

This implementation uses the tool use feature in Amazon Bedrock to dynamically extract entities from user queries. It then uses these entities to construct metadata filters, which are applied when retrieving results from the knowledge base.
The key advantages of this approach include:

Flexibility – The system can handle a wide range of natural language queries without predefined patterns
Accuracy – By using LLMs for entity extraction, you can capture nuanced information from user queries
Extensibility – You can expand the tool definition to extract additional metadata fields as needed

Handling edge cases
When implementing dynamic metadata filtering, it’s important to consider and handle edge cases. In this section, we discuss some ways you can address them.
If the tool use process fails to extract metadata from the user query due to an absence of filters or errors, you have several options:

Proceed without filters – This allows for a broad search, but may reduce precision:

if not metadata_filter:
response = bedrock_agent_runtime.retrieve(
knowledgeBaseId=kb_id,
retrievalQuery={‘text’: text}
)

Apply a default filter – This can help maintain some level of filtering even when no specific metadata is extracted:

default_filter = {“andAll”: [{“greaterThanOrEquals”: {“key”: “year”, “value”: 2020}}]}
metadata_filter = metadata_filter or default_filter

Use the most common filter – If you have analytics on common user queries, you could apply the most frequently used filter
Strict policy handling – For cases where you want to enforce stricter policies or adhere to specific responsible AI guidelines, you might choose not to process queries that don’t yield metadata:

if not metadata_filter:
return {
“error”: “I’m sorry, but I couldn’t understand the specific details of your request. Could you please provide more information about the type of game or the release year you’re interested in?”
}

This approach makes sure that only queries with clear, extractable metadata are processed, potentially reducing errors and improving overall response quality.
Performance considerations
The dynamic approach introduces an additional FM call to extract metadata, which will increase both cost and latency. To mitigate this, consider the following:

Use a faster, lighter FM for the metadata extraction step. This can help reduce latency and cost while still providing accurate entity extraction.
Implement caching mechanisms for common queries to help avoid redundant FM calls.
Monitor and optimize the performance of your metadata extraction model regularly.

Clean up
After you’ve finished experimenting with this solution, it’s crucial to clean up your resources to avoid unnecessary charges. For detailed cleanup instructions, see Amazon Bedrock Knowledge Bases now supports metadata filtering to improve retrieval accuracy. These steps will guide you through deleting your knowledge base, vector database, AWS Identity and Access Management (IAM) roles, and sample datasets, making sure that you don’t incur unexpected costs.
Conclusion
By implementing dynamic metadata filtering using Amazon Bedrock and Pydantic, you can significantly enhance the flexibility and power of RAG applications. This approach allows for more intuitive querying of knowledge bases, leading to improved context recall and more relevant AI-generated responses.
As you explore this technique, remember to balance the benefits of dynamic filtering against the additional computational costs. We encourage you to try this method in your own RAG applications and share your experiences with the community.
For additional resources, refer to the following:

Retrieve data and generate AI responses with knowledge bases
Use RAG to improve responses in generative AI applications
Amazon Bedrock Knowledge Bases – Samples for building RAG workflows

Happy building with Amazon Bedrock!

About the Authors
Mani Khanuja is a Tech Lead – Generative AI Specialists, author of the book Applied Machine Learning and High-Performance Computing on AWS, and a member of the Board of Directors for Women in Manufacturing Education Foundation Board. She leads machine learning projects in various domains such as computer vision, natural language processing, and generative AI. She speaks at internal and external conferences such AWS re:Invent, Women in Manufacturing West, YouTube webinars, and GHC 23. In her free time, she likes to go for long runs along the beach.
Ishan Singh is a Generative AI Data Scientist at Amazon Web Services, where he helps customers build innovative and responsible generative AI solutions and products. With a strong background in machine learning and natural language processing, Ishan specializes in developing safe and responsible AI systems that drive business value. Outside of work, he enjoys playing competitive volleyball, exploring local bike trails, and spending time with his wife and dog, Beau.

The Shark Tank Playbook: Your Go-To Marketing Campaign Checklist

Recently, one of our clients landed the opportunity of a lifetime – they were featured on Shark Tank! 

But before the episode aired, they made a smart move: they set up the Customers.ai Website Visitor ID X-Ray Pixel to capture and identify everyone visiting their website after the show. 

This simple step ensured they wouldn’t miss out on the surge of interest generated by their appearance. It was a brilliant strategy to maximize the impact of such a major promotional moment!

Their preparation got us thinking: what are the must-do steps marketing teams need to take before launching a campaign, whether it’s a Shark Tank debut, a product launch, or a big promotional push? 

Turns out, a lot of campaigns fall short because crucial details get overlooked. In fact, 50% of marketers cite poor planning as the biggest reason campaigns fail. On the flip side, businesses that document their marketing processes are 313% more likely to succeed.

That’s why we created this Marketing Campaign Checklist, your ultimate guide to nailing every detail, from planning to post-launch optimization. 

With 15 actionable steps, you’ll have a roadmap to ensure your campaign is not only smooth but wildly successful. 

Ready to dive in and make your next campaign your best yet? Let’s get started!

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1. Dream Big, Start Smart: Define Your Campaign Goals

Before you start creating, designing, or promoting, you need to answer one simple question: What does success look like for this campaign? 

Without clear goals, it’s impossible to know if your campaign is truly effective or just busywork. 

Think of your goals as your campaign’s North Star. They keep you focused and aligned from start to finish.

Setting clear, measurable goals is non-negotiable because vague objectives like “improve brand awareness” or “get more traffic” don’t cut it. 

Instead, aim for goals you can track and quantify. For example:

Increase website traffic by 30% in 30 days.

Generate 500 qualified leads in two months.

Achieve a 5% click-through rate (CTR) on paid ads.

Once you’ve defined your goals, it’s time to pair them with the right Key Performance Indicators (KPIs). 

These metrics will help you measure progress and tweak your strategy as needed. Some common KPIs to track include:

Click-Through Rate (CTR): Measures how many people click on your ads or links.

Cost Per Acquisition (CPA): Tells you how much it costs to convert a lead or customer.

Social Media Engagement: Tracks likes, shares, and comments on your posts.

For example, if your goal is to generate leads, KPIs like form submissions or email sign-ups will give you a clear picture of success. If your focus is increasing traffic, then website sessions or referral sources are your go-to metrics.

Start with the end in mind, and you’ll have a roadmap for every step of your campaign. 

2. Crack the Code: Understand Your Audience Deeply

Your audience isn’t just a faceless group of people. They’re the heart of your campaign (and your business!). 

The better you understand who they are, what they care about, and how they behave, the better you can create messages that resonate. 

That’s where audience segmentation comes in. Start by breaking your audience into segments based on:

Demographics: Age, gender, income, location.

Buying Habits: How they shop, what they purchase, and how often they buy.

Interests and Preferences: Hobbies, values, and the type of content they engage with.

For example, if you’re targeting small business owners, your campaign might highlight tools that save time or improve efficiency. If your audience is Gen Z, you might focus on bold visuals and short-form videos on platforms like TikTok or Instagram.

To crack the code on your audience, use tools like:

Google Analytics: Analyze website traffic and behavior patterns.

Facebook Audience Insights: Get detailed data about your followers’ interests and activities.

Survey Platforms (e.g., Typeform or SurveyMonkey): Ask your audience directly about their preferences and challenges.

Customers.ai Visitor ID Pixel: Get detailed information about your website visitors.

Once you have this data, use it to tailor your campaign message. Speak their language, solve their specific pain points, and show how your product or service fits into their lives.

For instance:

A campaign targeting fitness enthusiasts might use messaging like, “Stay on track with workout plans designed for your busy schedule.”

A B2B campaign for SaaS might focus on, “Save hours every week with automation tools built for small teams.”

Understanding your audience isn’t just a step in the process. It’s the foundation of a campaign that feels personal, relevant, and can’t be ignored. 

3. Spy on the Enemy: Perform a Competitive Analysis

If you want your campaign to stand out, you need to know what you’re up against. That’s where your competitive analytics analysis comes in. 

Start by identifying your top competitors. These might be brands in your industry or businesses targeting the same audience. 

Once you have your list, use tools like:

SEMrush: Analyze competitors’ SEO strategies, paid ad campaigns, and top-performing content.

SimilarWeb: Get insights into their website traffic sources, audience demographics, and referral strategies.

BuzzSumo: Discover their most shared content and understand what resonates with their audience.

As you dig into the data, look for gaps in their campaigns. For example:

Are they neglecting a specific platform where your audience spends time?

Is their messaging outdated or missing key pain points?

Are their ads driving traffic to generic landing pages instead of tailored ones?

If a competitor focuses heavily on Facebook ads but ignores TikTok, you can capitalize by targeting the younger demographic with short-form, high-impact videos. Or, if their content is overly technical, you could simplify the message and make it more relatable.

Image: Semrush

Include competitive analysis in your pre-launch marketing checklist to ensure your campaign is both relevant and differentiated. By addressing gaps and avoiding the pitfalls you spot in competitors’ strategies, you’ll position your brand as the better, smarter choice.

4. Budget Like a Boss: Plan Every Dollar

A killer marketing campaign is only as good as its budget. Running out of funds halfway through or discovering unexpected costs can derail even the most creative strategy. 

That’s why planning every dollar upfront is essential to ensuring your campaign runs smoothly and delivers results.

Start by breaking your budget into categories:

Advertising Spend: Allocate funds for paid ads on platforms like Google, Facebook, or Instagram.

Content Creation: Cover costs for blog posts, videos, graphics, or any other creative assets.

Creative Production: Include expenses for tools like Canva or freelance designers and editors.

Tracking Tools: Don’t forget tools like Google Analytics, email marketing platforms, or CRM software.

Be sure to account for hidden costs that often catch marketers off guard, such as:

A/B Testing: Running multiple versions of ads or emails to optimize performance.

Rush Fees: Extra costs for expedited content or production timelines.

Freelancer Rates: Fees for writers, designers, or developers hired for specific tasks.

Once you’ve outlined your spending, it’s time to create a budget-tracking checklist. 

This can be as simple as a Google Sheet or as advanced as using budgeting tools like Monday.com or QuickBooks. 

Track every expense in real time, so you can reallocate funds if needed. For example, if a particular ad is performing better than others, you can shift budget toward scaling that effort.

5. Play to Win: Select the Right Marketing Channels

Choosing the right marketing channels can make or break your campaign. With countless options available, from organic efforts to paid ads, selecting the channels that best align with your audience and goals is essential for maximizing impact. 

The key is knowing where your audience spends their time and how they prefer to engage with content. Let’s break it down:

Organic Channels: Social media, blog posts, email newsletters, and SEO-driven content. These are great for building long-term relationships and generating consistent traffic without ongoing costs.

Paid Channels: PPC ads, influencer partnerships, and sponsored content. These work best when you need immediate results, like driving traffic or increasing brand awareness for a time-sensitive campaign.

The right mix depends on your audience and goals. For example:

If you’re targeting Gen Z, prioritize TikTok and Instagram Reels, where short-form video dominates.

For B2B audiences, focus on LinkedIn ads, webinars, and email marketing for professional outreach.

Running an ecommerce campaign? Combine Facebook ads for retargeting and Google Shopping ads to reach intent-driven buyers.

Tips for choosing your channels:

Refer back to your audience research and see where your target demographic spends the most time.

Match your goals to the channel’s strengths. For instance, PPC ads are excellent for driving conversions, while Instagram Stories are ideal for building awareness.

Don’t spread yourself too thin—focus on a few key channels and execute well.

By selecting the right marketing channels, you’re playing to win, ensuring your message reaches the right people, in the right place, at the right time. 

6. Create Magic: Craft Campaign Messages That Convert

Your campaign message is the heart of your marketing strategy. It’s what grabs attention, sparks interest, and drives action. 

To create magic with your messaging, you need a clear, compelling value proposition (UVP) that tells your audience exactly why your product or service is the solution they’ve been looking for.

Start with your UVP: What makes your offer unique, and why should your audience care? For example:

A meal prep service might emphasize, “Save 10 hours a week with healthy meals delivered fresh to your door.”

A B2B SaaS tool could focus on, “Automate your workflows and boost team productivity by 50%.”

Once you’ve nailed your UVP, make sure your message aligns with your audience’s pain points and desires. Use the insights from your audience research to speak directly to their needs. 

Are they overwhelmed by choice? Highlight simplicity. 

Do they want immediate results? Emphasize speed or efficiency.

For example, if your audience is budget-conscious, a message like “High-quality solutions that don’t break the bank” can resonate. On the other hand, if they value premium features, focus on exclusivity with messaging like “Luxury performance, designed for professionals.”

Pro tip: Don’t settle for just one message. Create alternative versions of your core messaging for A/B testing. For example:

Version A might focus on emotional benefits: “Feel confident knowing your projects are in good hands.”

Version B could emphasize practical benefits: “Cut your project delivery time by 30%.”

Test these variations across different channels to see what resonates best with your audience.

Remember, when you craft messages that speak directly to your audience’s needs and desires, you’ll turn casual interest into real action. That’s the magic.

7. Build Brilliance: Design High-Impact Creative Assets

Your creative assets are the visual and textual glue that hold your campaign together. 

From eye-catching visuals to action-driven landing pages, every element needs to grab attention and inspire your audience to take the next step. 

The key? Consistency. 

Every piece should reflect your brand’s voice, style, and value proposition seamlessly across platforms.

Here’s a checklist of must-have creative assets to prepare:

Ad Copy Optimized for Platforms: Write ad copy tailored to the nuances of each platform. For example, Instagram captions should be short and engaging, while Google Ads require concise, keyword-rich headlines.

Eye-Catching Visuals: Use GIFs, videos, and custom graphics that capture attention. High-quality visuals are critical – studies show that visual content is 40 times more likely to be shared than text.

Dedicated Landing Pages: Design landing pages with strong CTAs that align with your campaign message. Include trust signals like testimonials or badges to boost conversions.

When creating your assets, think about how they’ll perform across multiple channels. A video ad might work wonders on Instagram but may need a shorter, punchier version for TikTok. Your email banner should tie in with your website graphics, and your ad design should reflect the colors and tone of your brand.

Pro tip: Don’t forget to test your assets! Tools like Canva or Adobe Creative Cloud can help you create polished designs, and platforms like Google Optimize allow you to test landing page versions to see which performs better.

8. Stay Ahead: Set Up Tracking and Analytics

Setting up robust tracking and analytics before launch ensures you’re not flying blind. With the right tools and metrics in place, you can make smarter decisions and optimize your campaign on the fly.

Here are some must-have tools to get you started:

Google Analytics: Track website traffic, user behavior, and conversion paths.

UTM Parameters: Add these to your links to identify which campaigns or ads are driving traffic. For example, you can see if clicks are coming from a Facebook ad or an email blast.

Pixel Tracking: Tools like the Facebook Pixel or Customers.ai X-Ray Pixel help you retarget visitors and measure ad performance.

What should you track?

Traffic Sources: Know whether your audience is coming from social media, search engines, or email campaigns.

Conversion Rates: Measure how many visitors complete your desired action, like signing up for a newsletter or purchasing a product.

Return on Investment (ROI): Understand the revenue your campaign generates compared to its cost.

Pro tip: Double-check everything before launch. Ensure all links have the correct UTM tags, confirm your analytics accounts are connected properly, and test pixels on your landing pages. A single error in setup can result in missing or inaccurate data, which can derail your post-launch optimization efforts.

9. 10x Your Tracking: Activate Your Visitor ID Tools

It’s a tale as old as time…you launch a campaign and it drives thousands of visitors to your website but most leave without signing up or making a purchase. 

Without a way to identify those visitors, you’re losing valuable opportunities to engage and convert. 

That’s where visitor ID tools like Customers.ai come in. Turn anonymous website traffic into actionable leads and connect with potential customers you otherwise would’ve missed.

Why it matters:

Visitor ID tools work by capturing key information about visitors, such as their company details (linkedin profile, job title, company), personal details (name, email, address, income, interests) browsing behavior, and contact data (where available). This allows you to:

Generate more leads: Identify potential customers who didn’t fill out a form or take action.

Retarget effectively: Create personalized follow-up campaigns for visitors based on their behavior.

Close sales faster: Pass detailed lead information to your sales team for timely outreach.

How to integrate visitor ID tools:

Use this checklist to ensure seamless implementation:

Choose Your Tool: Select a visitor ID solution like Customers.ai.

Integrate with CRM: Connect the tool to your CRM (e.g., HubSpot, Salesforce) to sync lead data automatically.

Link with Analytics Platforms: Pair it with tools like Google Analytics to track visitor behavior alongside identification data.

Customize Notifications: Set up alerts to notify your team when high-value leads visit your site.

Test the Setup: Visit your website to confirm that the tool is capturing data accurately.

By activating a visitor identification tool, you ensure that no visitor slips through the cracks, making your campaign’s impact bigger and your pipeline stronger.

Learn more about how to set up a visitor identification tool with our guide, Website Visitor ID: The Ultimate Guide for DTC Marketers.

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11. Don’t Take Any Chances: Test Everything Before Launch

Imagine spending weeks crafting the perfect campaign only to have a broken form or an unresponsive landing page derail your efforts. 

Pre-launch testing is your safeguard against costly mistakes. By catching issues before your campaign goes live, you can avoid a rocky start and ensure a seamless experience for your audience.

Here’s your pre-launch testing checklist:

Test All CTAs: Verify that every button, link, and call-to-action works as expected. Make sure users are directed to the correct pages or forms.

Check Forms: Submit test entries to confirm that forms capture and deliver data correctly. Pay attention to error messages and submission confirmations.

Review Landing Pages: Look for typos, broken images, and slow load times. Ensure the design matches your brand and guides users effectively.

Mobile Responsiveness: Test your campaign assets across multiple devices (smartphones, tablets, and desktops). Over 50% of web traffic comes from mobile devices, so this step is critical.

Verify Tracking Tools: Double-check that your analytics, pixels, and UTM tags are functioning properly. Run test conversions to ensure data is being recorded accurately.

Run small test campaigns:

Before going all-in, consider running a pilot test with a smaller audience. For example:

Launch ads to a limited geographic area or specific segment of your audience.

Monitor performance metrics like click-through rates (CTR) and conversion rates.

Use the results to fine-tune messaging, visuals, or targeting.

Why it matters:

Pre-launch testing minimizes risks, ensures your tools and assets perform as expected, and gives your campaign the best chance for success.

Taking the time to troubleshoot now saves you from scrambling to fix problems after your audience has already seen them.

12. It’s Showtime: Launch Your Campaign with Impact

The big day is here and it’s time to bring your campaign to life! 

A strong launch isn’t just about flipping the switch; it’s about delivering maximum impact and building momentum that keeps your audience engaged. To make it successful, you need to execute with precision and a clear plan.

Best practices for a winning launch:

Timing Is Everything: Schedule your launch announcements at times when your audience is most active. For example, research shows that social media engagement often peaks mid-week and mid-morning.

Coordinate Across Channels: Ensure your email blasts, social media posts, and paid ads go live in sync. Consistency reinforces your message and drives attention.

Create Buzz Early: Tease your audience in the days leading up to the launch with countdowns, sneak peeks, or influencer collaborations.

Maintain momentum with staggered content:

Don’t let the excitement fizzle after launch day. Plan a staggered release schedule to keep the buzz alive. For example:

Day 1: Announce your campaign with a strong CTA and launch-day incentives.

Day 3: Share a behind-the-scenes look or a testimonial to build trust.

Week 2: Highlight campaign milestones or user-generated content to reinforce social proof.

Monitor real-time performance:

Once your campaign is live, keep a close eye on analytics. Tools like Google Analytics, social media dashboards, and ad platforms will help you track:

Traffic Spikes: Know when and where your audience is engaging most.

Ad Performance: Adjust budgets or targeting if an ad is underperforming.

Conversion Rates: Ensure that your CTAs and landing pages are turning visitors into leads or customers.

Showtime is your moment to shine so let’s make it count!

13. Spark Conversations: Engage With Your Audience

Launching your campaign is just the beginning. What comes next is building relationships. 

Engaging with your audience by responding to their comments, messages, and feedback shows them that you’re not just running a campaign, you’re creating a connection. Prompt and genuine engagement can turn casual followers into loyal advocates.

Why it matters:

Studies show that 79% of consumers expect a brand to respond within 24 hours on social media. Ignoring comments or delaying responses can leave a negative impression. On the other hand, timely replies make your audience feel valued and encourage deeper engagement.

Ways to keep the conversation going:

Respond to Comments and Messages: Whether it’s a compliment, question, or criticism, show your audience you’re listening. Personalize your replies to make them feel heard.

Run Live Q&A Sessions: Use platforms like Instagram Live or LinkedIn Live to interact with your audience in real-time. Answer their questions, share behind-the-scenes insights, and make it a two-way conversation.

Share User-Generated Content (UGC): Encourage your audience to share their experiences with your product or campaign. Highlight their posts on your social channels to build community and trust.

Pro tip: Use engagement to collect insights. Pay attention to recurring questions or feedback themes. They could provide valuable ideas for refining your campaign or planning your next one.

​​14. Adapt and Thrive: Monitor and Optimize Post-Launch

Your campaign may be live, but the work is far from over. The post-launch phase is all about analyzing performance, refining your strategy, and making adjustments to ensure your efforts deliver maximum ROI. 

The beauty of digital marketing is its flexibility. You can pivot quickly based on what’s working and what isn’t.

How to analyze performance metrics:

Start by diving into your campaign data to evaluate key metrics:

Ad Performance: Look at click-through rates (CTR), cost per click (CPC), and conversion rates to identify which platforms or creatives are resonating most.

Audience Insights: Are you reaching the right people? Tools like Google Analytics can reveal demographics, traffic sources, and user behavior.

ROI: Compare the revenue generated against your campaign spend to assess profitability.

Refining your strategy:

Once you’ve analyzed the data, take action to optimize your results. Here are a few examples:

Double Down on What Works: Increase ad spend on high-performing platforms or creatives to scale their success.

Tweak Underperforming Content: Adjust headlines, CTAs, or visuals on ads or emails that aren’t driving conversions.

Reallocate Resources: If one channel is underperforming, shift your focus to the platforms generating better results.

Why ongoing adjustments matter:

Marketing campaigns rarely go perfectly as planned, and that’s okay. The most successful campaigns thrive because marketers stay agile, continuously learning and improving as they go. Regular optimization keeps your campaign fresh and relevant to your audience.

15. Learn and Level Up: Analyze, Reflect, and Plan Next Moves

Every marketing campaign is an opportunity to grow and improve. Once your campaign wraps up, it’s time to take a step back and evaluate its overall success. 

This reflective phase is where you’ll uncover insights that can make your future campaigns even stronger.

How to evaluate your campaign:

Start by gathering your team for a post-campaign analysis. Use detailed performance reports to guide your discussion, and encourage open feedback about what worked and what didn’t. A structured approach will ensure no stone is left unturned.

Questions to ask during your evaluation:

What worked well? Identify the strategies, channels, or creatives that exceeded expectations.

What could be improved? Pinpoint areas where performance fell short and discuss potential reasons.

Were goals met, and why or why not? Compare your actual results with your original goals to see if your strategy aligned with your objectives.

Turning insights into action:

Use the lessons from your analysis to refine your marketing campaign checklist for the future. For example:

If social media engagement was a standout success, consider allocating more resources to those platforms next time.

If tracking tools weren’t set up properly, prioritize earlier testing in your next campaign’s timeline.

If your team struggled with coordination, explore project management tools to streamline collaboration.

Campaigns are about building a foundation for smarter, more effective marketing in the future. By learning from your wins and missteps, you’ll not only level up your next campaign but also create a culture of continuous improvement.

The best campaigns are never “one and done.” Take what you’ve learned, refine your approach, and keep pushing for better.

From Shark Tank to Success: Your Campaign Game Plan

Just like our Shark Tank client who made a strategic move to capture their traffic with the Customers.ai visitor ID pixel, your marketing campaign can be a resounding success with the right preparation. 

This 15-step checklist ensures that every detail, big or small, is accounted for, so you can confidently launch your campaign knowing it’s set up for greatness.

Whether you’re preparing for a surge of interest from a major promo or rolling out a targeted campaign, this checklist is designed to be your go-to guide. It’s flexible, practical, and works for businesses of all sizes and campaign types. 

From the first spark of an idea to analyzing post-launch performance, these steps will help you stay organized and make the most of every opportunity.

Ready to make your next campaign unforgettable?  Sign up for a free trial of Customers.ai and make sure you don’t miss a single lead from your campaign launch.

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Important Next Steps

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Talk and learn about sales outreach automation with other growth enthusiasts. Join Customers.ai Island, our Facebook group of 40K marketers and entrepreneurs who are ready to support you.

Advance your marketing performance with Sales Outreach School, a free tutorial and training area for sales pros and marketers.

Marketing Campaign Checklist FAQs

1. What should a marketing campaign checklist include?A marketing campaign checklist should cover every phase, from planning to execution and analysis. Key steps include defining campaign goals, researching your audience, setting a budget, selecting channels, and designing creative assets. Post-launch, include tracking analytics and optimizing for better results.

2. How does a checklist improve campaign efficiency?Checklists keep your team organized and ensure no steps are overlooked. Research shows that checklists improve task completion rates by over 20%. By mapping out each stage, you save time, reduce errors, and boost your campaign’s chances of success.

3. How do you measure the success of a marketing campaign?Success is measured by tracking KPIs like click-through rates (CTR), conversion rates, and ROI. A solid checklist includes tools like Google Analytics and CRM integrations to monitor these metrics. Adjustments based on real-time data further enhance performance.

4. What tools should I include in my marketing campaign checklist?Essential tools include:

Google Analytics: For website traffic and behavior analysis.

Hootsuite: To schedule and manage social media posts.

UTM Builders: To track campaign performance across channels.Using these tools ensures you capture actionable insights throughout your campaign.

5. How can I ensure my marketing campaign stays on budget?Start by creating a detailed budget that includes ad spend, creative production, and tracking tools. Regularly monitor expenses and reallocate funds to high-performing channels. Including budget-tracking software in your checklist helps avoid overspending.

6. What is a PR checklist, and why is it important?A PR checklist ensures your public relations efforts are organized and effective. It includes creating press releases, preparing media kits, and identifying key media outlets. This approach maximizes your reach and ensures consistent messaging across channels.

7. What are the key elements of a PR checklist?Your PR checklist should include:

Press Release Drafting: Ensure your message is clear and newsworthy.

Media Kit Preparation: Include logos, bios, and product images.

Media Contact List: Identify relevant journalists and publications.

Crisis Communication Plan: Prepare responses for potential PR challenges.This structure ensures you’re prepared for any scenario.

8. How do you build a media contact list?Research publications and journalists covering your industry or niche. Use tools like Muck Rack or LinkedIn to find their contact information. Organize them by priority and tailor your pitches to each contact for higher engagement.

9. How can social media amplify PR efforts?Social media amplifies PR by enabling real-time sharing of press releases and news. Platforms like Twitter and LinkedIn are especially useful for reaching journalists and industry professionals. Studies show that 69% of journalists use social media for story leads, making it a critical part of your PR checklist.

10. When should a PR campaign be evaluated?Evaluate a PR campaign immediately after launch and periodically during its lifecycle. Use metrics like media coverage, website traffic spikes, and sentiment analysis. This data helps refine future campaigns and measure ROI effectively.

11. What is a product launch checklist?A product launch checklist is a step-by-step guide to introducing a new product to the market. It covers everything from market research and branding to marketing and distribution plans. Following a checklist ensures a seamless launch and maximizes your product’s visibility.

12. What should be included in a product launch checklist?Key steps in a product launch checklist include:

Market Research: Identify target audiences and competitors.

Product Positioning: Define your unique value proposition (UVP).

Launch Timeline: Schedule pre-launch, launch-day, and post-launch activities.

Channel Strategy: Plan ads, email campaigns, and social media posts.This ensures all elements work together for a cohesive launch.

13. How do you create buzz before a product launch?Create anticipation with teaser campaigns, influencer collaborations, and exclusive pre-launch offers. Platforms like Instagram and TikTok are ideal for building excitement. Offering early access or behind-the-scenes content can also boost engagement.

14. How do you measure the success of a product launch?Track metrics like sales, website traffic, and social media engagement. Surveys and feedback forms can also help gauge customer sentiment. A comprehensive checklist ensures you track these metrics from day one.

15. Why is audience segmentation important for product launches?Audience segmentation helps you tailor your messaging to different customer groups. For example, tech-savvy users might prefer detailed specs, while casual buyers might need a simple overview. This approach increases relevance and conversion rates.

16. What is a product marketing checklist?A product marketing checklist ensures all promotional efforts align with your product’s value and target audience. It includes crafting messaging, planning campaigns, and tracking results. This framework is essential for positioning your product effectively in the market.

17. How do you align product marketing with sales goals?Collaborate with sales teams to understand their targets and pain points. Use this insight to create marketing materials like brochures, pitch decks, and case studies. A checklist ensures marketing and sales are working toward shared objectives.

18. What role does customer feedback play in product marketing?Customer feedback helps refine your messaging and product positioning. Include regular surveys and reviews in your checklist to gather insights. 86% of buyers say they’re more likely to trust a brand with visible customer reviews.

19. How do you optimize product marketing campaigns?Use analytics to identify what’s working and refine your approach. For example:

Scale campaigns on high-performing channels.

Revise messaging that isn’t resonating.

Test new formats like videos or interactive content.Ongoing optimization ensures better results.

20. Why is brand consistency critical in product marketing?Brand consistency builds trust and recognition. Use a style guide to ensure all messaging, visuals, and campaigns align with your brand’s identity. A consistent approach increases customer confidence and loyalty.
The post The Shark Tank Playbook: Your Go-To Marketing Campaign Checklist appeared first on Customers.ai.

LAION AI Unveils LAION-DISCO-12M: Enabling Machine Learning Research i …

The machine learning community faces a significant challenge in audio and music applications: the lack of a diverse, open, and large-scale dataset that researchers can freely access for developing foundation models. Despite advances in image and text-based AI research, the audio domain lags due to the absence of comprehensive datasets comparable to those available for computer vision or natural language processing. The community has long struggled with access to high-quality, diverse datasets that encapsulate real-world, contextually rich audio data, which has been a bottleneck for innovation in music and audio foundation models.

Introduction to LAION-DISCO-12M

To address this gap, LAION AI has released LAION-DISCO-12M—a collection of 12 million links to publicly available YouTube samples, paired with metadata designed to support foundational machine learning research in audio and music. LAION-DISCO-12M draws from the publicly accessible sections of YouTube, ensuring that all the linked content complies with open access standards. By providing metadata, such as timestamps, descriptions, and other semantic details, researchers can effectively explore and contextualize the rich audio content available. The aim is to bridge the gap between the scale of data available for training AI systems in vision and text and the relatively limited datasets available for audio and music, enabling a significant leap forward in developing capable foundation models in these domains.

Technical Details and Benefits

The LAION-DISCO-12M dataset stands out due to its immense scale, meticulous metadata, and the careful curation process that ensures content diversity and quality. With over 12 million audio samples, the dataset provides extensive coverage of different music genres, soundscapes, spoken word, and various environmental sounds. The dataset is particularly valuable for those researching large-scale transformer models for music generation, audio classification, or generic audio-to-text translation. Moreover, each sample is accompanied by detailed metadata, including title, description, keywords, and timestamp information, which can be instrumental in training models for multimodal tasks, such as audio-visual learning or audio classification aligned with contextual cues.

A key advantage of LAION-DISCO-12M is its scale and diversity. Researchers often face limitations due to the size or lack of contextual data in existing audio datasets, which can hinder model performance in real-world scenarios. LAION-DISCO-12M addresses these challenges by providing a larger dataset with enriched metadata, enhancing the models’ ability to learn complex relationships in audio data. The alignment of metadata to each audio clip provides valuable contextual information, facilitating more effective learning. For instance, models can use timestamps to localize sound events within longer samples, enabling new possibilities in event detection and audio understanding. LAION-DISCO-12M supports training and fine-tuning of advanced models, such as MusicLM or Wav2Vec, on a dataset that offers both breadth and depth.

Significance and Initial Results

The availability of this dataset represents a meaningful advancement in foundation model research for audio. While existing datasets like Google’s AudioSet have been valuable, LAION-DISCO-12M offers an important resource for open and community-driven AI research. It provides researchers worldwide with access to a comprehensive dataset, free from licensing fees or restricted access. Initial tests using subsets of LAION-DISCO-12M have shown promising improvements in the generalizability of music classification models, with preliminary results indicating up to a 15% accuracy increase compared to models trained on smaller datasets. This dataset also opens up possibilities for research into multimodal music generation and more context-aware voice assistants capable of understanding complex audio environments.

Conclusion

In conclusion, LAION-DISCO-12M represents an important step forward for the machine learning community, particularly for those working on audio and music research. By providing a large and diverse collection of publicly accessible YouTube audio samples, LAION AI has made foundational research in audio more accessible. This dataset aims to support advancements in generative music models, contextual audio understanding, and multimodal AI research, similar to the impact of large text datasets in natural language processing. LAION-DISCO-12M serves as a valuable resource for expanding access to audio research and fostering innovation in AI-driven audio and music technologies.

Check out the Details and Dataset on Hugging Face. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

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The post LAION AI Unveils LAION-DISCO-12M: Enabling Machine Learning Research in Foundation Models with 12 Million YouTube Audio Links and Metadata appeared first on MarkTechPost.

Alibaba Research Introduces XiYan-SQL: A Multi-Generator Ensemble AI F …

Natural Language to SQL (NL2SQL) technology has emerged as a transformative aspect of natural language processing (NLP), enabling users to convert human language queries into Structured Query Language (SQL) statements. This development has made it easier for individuals who need more technical expertise to interact with complex databases and retrieve valuable insights. By bridging the gap between database systems and natural language, NL2SQL has opened doors for more intuitive data exploration, particularly in large repositories across various industries, enhancing efficiency and decision-making capabilities.

A significant problem in NL2SQL lies in the trade-off between query accuracy and adaptability. Many methods fail to generate SQL queries that are both precise and versatile across diverse databases. Some rely heavily on large language models (LLMs) optimized through prompt engineering, which generates multiple outputs to select the best query. However, this approach increases computational load and limits real-time applications. On the other hand, supervised fine-tuning (SFT) provides targeted SQL generation but needs help with cross-domain applications and more complex database operations, leaving a gap for innovative frameworks.

Researchers have previously employed diverse methods to address NL2SQL challenges. Prompt engineering focuses on optimizing inputs to generate SQL outputs with tools like GPT-4 or Claude 3.5 Sonnet, but this often results in inference inefficiency. SFT fine-tunes smaller models for specific tasks, yielding controllable results but limited query diversity. Hybrid methods like ExSL and Granite-34B-Code improve results through advanced training but face barriers in multi-database adaptability. These existing approaches emphasize the need for solutions that combine precision, adaptability, and diversity in SQL query generation.

Researchers from Alibaba Group introduced XiYan-SQL, a groundbreaking NL2SQL framework. It integrates multi-generator ensemble strategies and merges the strengths of prompt engineering and SFT. A critical innovation within XiYan-SQL is M-Schema, a semi-structured schema representation method that enhances the system’s understanding of hierarchical database structures. This representation includes key details such as data types, primary keys, and example values, improving the system’s capacity to generate accurate and contextually appropriate SQL queries. This approach allows XiYan-SQL to produce high-quality SQL candidates while optimizing resource utilization.

XiYan-SQL employs a three-stage process to generate and refine SQL queries. First, schema linking identifies relevant database elements, reducing extraneous information and focusing on key structures. The system then generates SQL candidates using ICL and SFT-based generators. This ensures diversity in syntax and adaptability to complex queries. Each generated SQL is refined using a correction model to eliminate logical or syntactical errors. Finally, a selection model, fine-tuned to distinguish subtle differences among candidates, selects the best query. XiYan-SQL surpasses traditional methods by integrating these steps into a cohesive and efficient pipeline.

The framework’s performance has been validated through rigorous testing across diverse benchmarks. XiYan-SQL achieved 89.65% execution accuracy on the Spider test set, surpassing previous leading models by a significant margin. It gained 69.86% on SQL-Eval, outperforming SQL-Coder-8B by over eight percentage points. It demonstrated exceptional adaptability for non-relational datasets, securing 41.20% accuracy on NL2GQL, the highest among all tested models. XiYan-SQL scored a competitive 72.23% in the challenging Bird development benchmark, closely rivaling the top-performing method, which achieved 73.14%. These results highlight XiYan-SQL’s versatility and accuracy in diverse scenarios.

Key takeaways from the research include the following:

Innovative Schema Representation: The introduction of M-Schema significantly enhances database comprehension by including hierarchical structures, data types, and primary keys. This approach reduces redundancy and improves query accuracy.  

Advanced Candidate Generation: XiYan-SQL uses fine-tuned and ICL-based generators to produce diverse SQL candidates. A multi-task training approach enhances query quality across multiple syntactic styles.  

Robust Error Correction and Selection: The framework employs an SQL refiner to optimize queries and a selection model to ensure the best candidate is chosen. This method replaces less efficient self-consistency strategies.  

Proven Versatility: Testing across benchmarks like Spider, Bird, SQL-Eval, and NL2GQL demonstrates XiYan-SQL’s ability to adapt to relational and non-relational databases.  

State-of-the-Art Performance: XiYan-SQL consistently outperforms leading models, achieving remarkable scores such as 89.65% on Spider and 41.20% on NL2GQL, setting new standards in NL2SQL frameworks.  

In conclusion, XiYan-SQL addresses the persistent challenges in NL2SQL tasks by combining advanced schema representation, diverse SQL generation techniques, and precise query selection mechanisms. It achieves a balanced approach to accuracy and adaptability, outperforming traditional frameworks across multiple benchmarks. The research underscores the importance of innovation in NL2SQL systems and paves the way for the broader adoption of intuitive database interaction tools. XiYan-SQL exemplifies how strategic integration of technologies can redefine complex query systems, providing a robust foundation for future advancements in data accessibility.

Check out the Paper and GitHub Page. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

[FREE AI VIRTUAL CONFERENCE] SmallCon: Free Virtual GenAI Conference ft. Meta, Mistral, Salesforce, Harvey AI & more. Join us on Dec 11th for this free virtual event to learn what it takes to build big with small models from AI trailblazers like Meta, Mistral AI, Salesforce, Harvey AI, Upstage, Nubank, Nvidia, Hugging Face, and more.
The post Alibaba Research Introduces XiYan-SQL: A Multi-Generator Ensemble AI Framework for Text-to-SQL appeared first on MarkTechPost.

John Hopkins Researchers Introduce Genex: The AI Model that Imagines i …

Planning and decision-making in complex, partially observed environments is a significant challenge in embodied AI. Traditionally, embodied agents rely on physical exploration to gather more information, which can be time-consuming and impractical, especially in large-scale, dynamic environments. For instance, autonomous driving or navigation in urban settings often demands the agent to make quick decisions based on limited visual inputs. Physical movement to acquire more information may not always be feasible or safe, such as when responding to a sudden obstacle like a stopped vehicle. Hence, there’s a pressing need for solutions that help agents form a clearer understanding of their environment without costly and risky physical exploration.

Introduction to Genex

John Hopkins researchers introduced Generative World Explorer (Genex), a novel video generation model that enables embodied agents to imaginatively explore large-scale 3D environments and update their beliefs without physical movement. Inspired by how humans use mental models to infer unseen parts of their surroundings, Genex empowers AI agents to make more informed decisions based on imagined scenarios. Rather than physically navigating the environment to gather new observations, Genex allows an agent to imagine the unseen parts of the environment and adjust its understanding accordingly. This capability could be particularly beneficial for autonomous vehicles, robots, or other AI systems that need to operate effectively in large-scale urban or natural environments.

To train Genex, the researchers created a synthetic urban scene dataset called Genex-DB, which includes diverse environments to simulate real-world conditions. Through this dataset, Genex learns to generate high-quality, consistent observations of its surroundings during prolonged exploration of a virtual environment. The updated beliefs, derived from imagined observations, inform existing decision-making models, enabling better planning without the need for physical navigation.

Technical Details

Genex uses an egocentric video generation framework conditioned on the agent’s current panoramic view, combining intended movement directions as action inputs. This enables the model to generate future egocentric observations, akin to mentally exploring new perspectives. The researchers leveraged a video diffusion model trained on panoramic representations to maintain coherence and ensure the generated output is spatially consistent. This is crucial because an agent needs to keep a consistent understanding of its environment, even as it generates long-horizon observations.

One of the core techniques introduced is spherical-consistent learning (SCL), which trains Genex to ensure smooth transitions and continuity in panoramic observations. Unlike traditional video generation models, which might focus on individual frames or fixed points, Genex’s panoramic approach captures an entire 360-degree view, ensuring the generated video maintains consistency across different fields of vision. The high-quality generative capability of Genex makes it suitable for tasks like autonomous driving, where long-horizon predictions and maintaining spatial awareness are critical.

Importance and Results

The introduction of imagination-driven belief revision is a major leap for embodied AI. With Genex, agents can generate a sequence of imagined views that simulate physical exploration. This capability allows them to update their beliefs in a way that mimics the advantages of physical navigation—but without the risks and costs associated. Such an ability is vital for scenarios like autonomous driving, where safety and rapid decision-making are paramount.

In experimental evaluations, Genex demonstrated remarkable capabilities. It was shown to outperform baseline models in several metrics, such as video quality and exploration consistency. Notably, the Imaginative Exploration Cycle Consistency (IECC) metric revealed that Genex maintained a high level of coherence during long-range exploration—with mean square errors (MSE) consistently lower than competitive models. These results indicate that Genex is not only effective at generating high-quality visual content but also successful in maintaining a stable understanding of the environment over extended periods of exploration. Furthermore, in scenarios involving multi-agent environments, Genex exhibited a significant improvement in decision accuracy, highlighting its robustness in complex, dynamic settings.

Conclusion

In summary, the Generative World Explorer (Genex) represents a significant advancement in the field of embodied AI. By leveraging imaginative exploration, Genex allows agents to mentally navigate large-scale environments and update their understanding without physical movement. This approach not only reduces the risks and costs associated with traditional exploration but also enhances the decision-making capabilities of AI agents by allowing them to take into account imagined, rather than merely observed, possibilities. As AI systems continue to be deployed in increasingly complex environments, models like Genex pave the way for more robust, adaptive, and safe interactions in real-world scenarios. The model’s application to autonomous driving and its extension to multi-agent scenarios suggest a wide range of potential uses that could revolutionize how AI interacts with its surroundings.

Check out the Paper and Project Page. All credit for this research goes to the researchers of this project. Also, don’t forget to follow us on Twitter and join our Telegram Channel and LinkedIn Group. If you like our work, you will love our newsletter.. Don’t Forget to join our 55k+ ML SubReddit.

Why AI-Language Models Are Still Vulnerable: Key Insights from Kili Technology’s Report on Large Language Model Vulnerabilities [Read the full technical report here]
The post John Hopkins Researchers Introduce Genex: The AI Model that Imagines its Way through 3D Worlds appeared first on MarkTechPost.