Optimization Hub

AI-powered

Overview

PREREQUISITES:

• You must have an active Sitefinity AI subscription.
  For more information, see Sitefinity AI.
• This capability is available in self-hosted Sitefinity CMS and Sitefinity Cloud setup starting with version Sitefinity 15.4.8640.
• To use this capability, your account must have the Use AI agents permission.
  For more information, see Permissions for using the built-in AI features.
• This capability supports AI suggestions for ASP.NET Core and Next.js pages. MVC pages are out of scope.

Optimization Hub is an AI-powered content optimization experience that is directly integrated into Sitefinity CMS backend. This capability provides a centralized hub for running Sitefinity AI agents, already configured for analyzing Sitefinity content, against a defined set of your site content.

The content that Optimization Hub monitors is organized in content sets. Each content set is defined by criteria, such as performance and last modification date. All content sets defined for your site form your optimization scope.
Sitefinity AI agents generate optimization suggestions only for the items included in the optimization scope.

Using a Content optimization prioritized view, marketers and content editors can easily review and apply the presented AI suggestions in bulk or individually - maintaining full control over the changes made.

Configure and initialize Optimization Hub

PREREQUISITES: With an active Sitefinity AI subscription, to start using the Optimization Hub capability in your Sitefinity CMS backend, a site administrator must first activate the Optimization Hub module.

To initialize content optimization for your site for the first time, perform the following:

1. Log in to your Sitefinity CMS backend with Administrator privileges.
2. Navigate to Marketing » Content optimization.
   The Start content optimization screen opens. This screen appears only when you open Optimization Hub for the first time.
3. Choose how to define your initial optimization scope:
   • To use the default content sets, defined by the system, click Start content optimization.
   • To define your own content set, click Choose different content.

Start with the default content sets

When using this initialization scenario, Sitefinity CMS creates default content sets of your site content and then activates the AI agents to generate initial optimization suggestions for the items included as default optimization scope.

The following default content sets are created with their respective default values:

• Last modified
  This content set includes content types that match the following criteria:
  • With performance...: Any
  • Last modified in...: Last 30 days
• Most visited (optional, requires Sitefinity Insight to be connected)
  This content set includes content types that match the following criteria:
  • With performance...: Most visited in Last 30 days
  • Last modified in...: Any time
• Underperforming (optional, requires Sitefinity Insight to be connected)
  This content set includes content types that match the following criteria:
  • With performance...: Least visited in Last 30 days
  • Last modified in...: Last 3 months

NOTE: The performance analytics criteria are available when Sitefinity Insight is connected to your site. For more information, see Connect to Sitefinity Insight.

Start with a user-defined content set

When using this initialization scenario, the Content set criteria screen opens, where a site administrator defines one or more custom content sets.

To create a user-defined content set, perform the following:

1. In Content set name, enter a name for the content set.
   The name is displayed as a tab in the Content optimization view.
2. In the Include content section, define the following:
   • In With performance..., select the performance criteria for the content.
     The default setting is Any.

     NOTE: Performance analytics are available only when Sitefinity Insight is connected to your site. For more information, see Connect to Sitefinity Insight.

   • In Last modified in..., select the desired time period, for example, Last 30 days or Last 3 months.
     The default setting is Any time.
   • Under From content types, select the desired option:
     • All content types (default option) - use this option if you want to include all available content types in the content set.
     • Selected types - use this option if you want to include only the content types that you select here.
   • In Max number of items, enter the maximum number of items that the content set can include.
     The default value is 20. The maximum allowed valued is 50.
3. Click Continue.
   The Preview content set screen opens and displays the items that currently match the content set criteria. These items will be monitored regularly for optimization suggestions.

   NOTE: The items that match the content set criteria may change over time, for example, when content is modified or when content performance changes.

4. Review the matching items and choose one of the following:
   • To save the content set and add it to your optimization scope, click Save this set.
   • To change the content set criteria, click Edit criteria.
   • To discard the content set, click Cancel.

Content optimization view

After the Optimization Hub is initialized for your site content and the optimization scope is defined, an initial content analysis starts running by activating all Sitefinity AI agents configured to optimize your Sitefinity content.
If custom AI agents are configured for this purpose, this means that multiple AI agents (including the built-in agents) can be activated to analyze the same item. AI agents workflow orchestration is in place to coordinate the execution order of the activated agents.

You are navigated to a Content optimization prioritized view, where the AI-generated suggestions are indicated on the UI by a counter per each monitored item. The involved AI agents are also indicated per each item under Suggestion types.

NOTE: Once scheduled in Sitefinity CMS backend, an automatic content analysis runs each night only for the new or modified items. The scheduled monitoring task consumes Sitefinity AI tokens.

Manage Optimization settings

Site administrators access the Optimization Hub settings in one of the following ways:

• In the Content optimization view, click (Settings for AI).
  The Optimization settings sidebar opens on the screen. Under Manage settings, the following options are available:
  • Optimization scope - opens the Optimization scope screen, where you can modify the content sets that are monitored for optimization suggestions.
  • AI agents - opens the AI agents screen, where you configure the AI agents that generate content optimization suggestions.
    For more information, see Custom AI agents.
• In the information message at the top of the Content optimization view, click Edit scope.
  The Optimization scope screen opens.

Manage the optimization scope

The Optimization scope screen lists all content sets that are monitored for optimization suggestions, powered by AI agents.

On the Optimization scope screen, you can perform the following actions:

• Create a new content set - by clicking Create a content set.
  The Content set criteria screen opens. For more information, see Start with a user-defined content set.
• Manage an existing content set - by clicking (Actions) next to the content set and selecting the desired action.
• Change the order of the content sets - by clicking Reorder.
  The Reorder content sets screen opens. Drag and drop the content sets in the desired order and click Save changes.
  The content sets are displayed as tabs in the Content optimization view in the defined order.

Review and apply AI-generated suggestions

Using the unified Content optimization view, marketers and content editors can easily review, prioritize, and apply the presented AI suggestions in bulk or individually.

Each content set in your optimization scope is displayed as a separate tab, together with the number of its monitored items. If there are more content sets than the available space, you can access the rest of them through the More dropdown.

To narrow down the items in the selected content set by specific type, click (Filter optimization suggestions).

Review AI suggestions per item

To review the AI-generated suggestions for a content item or page in the selected content set, click the desired item. The item opens through the content editing workflow with the detailed in-context suggestions.

Apply AI suggestions in bulk

To apply all presented AI-generated suggestions for all items in the selected (active) content set, click the Apply all suggestions button.

NOTE: Sitefinity AI agents cannot apply changes to Sitefinity content without user approval. An explicit confirmation is requested before any AI suggestions are applied automatically in bulk.

Apply suggestions to selected items

To apply the AI-generated suggestions only to specific items, perform the following:

1. Select the checkboxes next to the items that you want to optimize.
   The number of selected items is displayed above the list. To select all items in the active content set, click Select all. To clear your selection, click Clear.
2. Click the Apply to selected items button.
   Alternatively, you can use the Actions dropdown above the list and select Apply to selected items.

NOTE: Sitefinity AI agents cannot apply changes to Sitefinity content without user approval. An explicit confirmation is requested before any AI suggestions are applied to the selected items automatically.

NOTE: Shared content blocks are skipped when applying AI suggestions from Optimization Hub.