Jump to Content

Home User Documentation API Documentation Developer Documentation Releases

User Documentation

Home User Documentation API Documentation Developer Documentation Releases

All

Pages

Start typing to search…

GetTING Started

Introduction
Accessing Capillary
Home page tour

Engage+

Introduction to Engage+
- Engage+ Overview
- Accessing Engage
Audience Management
Campaign Management
Journey Management
Engagement Channels
Personalisation
Incentive Management
Cart Promotions
FAQs
Use case

Insights+

Getting started
KPI and dimensions
- List of KPIs and Dimensions
Charts
Reporting
Filters
Fact & Dimension Tables
- Fact tables
- Dimension tables
Use case based schema explain
- Points awarded/deducted scenarios
- Return after redemption scenarios
Customer Segmentation
Data export
Fraud Management
BI Tool Connector
- Steps to connect to BI Tool (PowerBi, Tableau)
- FAQ
Custom Namespace for Organisation
Databricks
Data Encryption Settings

Capillary Data Platform

Entities Management
Member Care
Member Care New UI
Connect+
Data import
Event notification
Fraud Management
- Setup Fraud detection
(New) Request Workflow

Loyalty+

Introduction to Loyalty+
Loyalty guides
- Retro guide
Loyalty Settings
- Points Promotion
- Points Rolling Expiry
Advanced Loyalty Features
Loyalty+ Reporting
Programs Home Page
Strategies
Trackers
Workflows
Profiles & attributes
Loyalty+ Promotions
RBAC (Role-based access control)
Workflow simulation
- Transaction Add
Badges
Rewards Catalog
Games

Developer DOcs

Neo Extension
Dev Console
Vulcan
SDKs

ADMIN CONTROLS

Organization
- Organization Overview
- Org management
(Old) User management
(New) User Management
Credit management
Setup Localization
Localisation management
Single Sign On (SSO)
API Gateway Integration with CIAM Platforms
API Security
- Authentication
- Authorization
Data Privacy
Channel configuration
Reset Password Using Import
Identity Access Management

Smart Store+

Lead management system

Announcements

Product Highlights
Release Notes

Rewards+

Getting Started with Rewards+
Rewards+ Overview

MCP Server

MCP

Powered by

AI-Assisted Dataflow Creation in Neo using Aira Coder

Overview
Use Cases
Creating a Dataflow Using AI Assistant
Modifying a Dataflow Using AI Assistant
Understanding a Dataflow Using AI
Ask Documentation Related Questions
Versioning and Checkpoints
Known Limitations

Updated 15 days ago

Approval Flow & Versioning