Documentation Index
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CX Optimizer is opt-in and must be explicitly enabled for your workspace. Contact your Gradial team to get access.
How It Works
Configure the analysis scope
Choose one of three analysis modes: a single page audit (deep-dive on any specific page), a journey analysis (end-to-end evaluation of a complete user flow like onboarding or checkout), or a full site exploration (the agent autonomously discovers and audits across your entire digital property). You can also configure customer personas so the agent evaluates the experience from the perspective of your actual audience segments.
Navigate the site like a real user
The agent opens a real browser and interacts with your site the way a customer would — clicking buttons, scrolling through content, filling out forms, navigating menus, following CTAs. This is a simulation of actual human behavior. Stakeholders can watch the agent navigate in real time through live observation.
Evaluate the experience at every step
As the agent moves through the site, it continuously scores the experience: content clarity, CTA effectiveness, flow logic, visual hierarchy, navigation intuitiveness, and emotional sentiment. Sentiment scoring runs throughout the journey, not just as a pass/fail at the end.
Discover issues proactively
Unlike analytics or session replay, the agent doesn’t wait for problems to happen — it actively seeks them out. Dead-end navigation paths, confusing layouts, broken flows, unclear CTAs, inconsistent messaging — the agent surfaces issues you didn’t know to look for.
Generate a prioritized report
All findings are assembled into a shareable report with an overall journey health score (0–10), per-persona breakdowns including CX score, goal completion rate, sentiment, and session replay. Recommendations are organized into four categories so different teams can act in parallel immediately. Export the report as a PDF to share with stakeholders.
Analysis Modes
Single Page Audit
A deep-dive on any specific URL. The agent evaluates content quality, CTA effectiveness, visual hierarchy, accessibility, and sentiment for the target page and captures a structured observation before exiting. Best for focused reviews of high-traffic or high-value pages.Journey Analysis
End-to-end evaluation of a complete user flow — onboarding, checkout, a campaign landing sequence, or any multi-step path. The agent navigates the site pursuing a persona’s goals through the natural flow, logging every step: page visited, action taken, observation, sentiment annotation, and pain points. When personas are configured, one thread runs per persona in parallel, and findings are synthesized across audience segments.Full Site Exploration
The agent autonomously discovers and audits pages across your entire digital property. This mode leverages crawl infrastructure to surface broken links, navigation issues, and structural problems site-wide — covering ground that would take a UX team weeks to complete.A full site exploration that would take a UX team weeks can run in a single session. For large sites, expect runs of an hour or more.
Persona Simulation
Personas are first-party audience definitions — your actual customer segments with their demographics, goals, and pain points. When personas are enabled, CX Optimizer creates one analysis thread per persona and evaluates the experience from each audience’s perspective. What counts as “clear” or “effective” shifts based on who the audience is. A flow that works for a power user may confuse a first-time visitor. Persona simulation surfaces those gaps by running every persona in parallel and synthesizing cross-persona findings in the final report. Configure personas in Settings → Personas. Each persona record includes name, description, target role, geography, goals, and pain points.Sentiment Scoring
Sentiment is captured at the journey step level — not aggregated into a single pass/fail score at the end. Each step in a persona’s journey is annotated with one of four values:| Sentiment | Meaning |
|---|---|
| Positive | Action completes smoothly; user is satisfied |
| Neutral | Action completes without friction but without delight |
| Negative | User encounters delays, unclear navigation, or minor usability issues |
| Frustrated | User hits blockers, dead ends, or significant confusion |
Report Output
Every CX Optimizer run produces a structured report with the following components:- Overall journey health score — A 0–10 score summarizing the experience across all tested journeys and personas.
- Per-persona breakdown — CX score, goal completion rate, sentiment curve, and session replay for each configured persona.
- Actionable insights — Recommendations organized into four categories:
| Category | What it covers |
|---|---|
| Tactical Updates | Quick wins — copy tweaks, CTA adjustments, minor content improvements |
| Bug Fixes | Broken functionality and UX issues that block or confuse users |
| New Content | Missing information or guidance that users are clearly looking for |
| Moonshots | Strategic, higher-effort improvements with significant CX impact |
Live Observation
While CX Optimizer runs, you can watch the agent navigate your site in real time. The dashboard streams live screenshots and journey step observations with sentiment indicators, showing active thread status and current step. This is especially useful for demos and stakeholder reviews — decision-makers can see the agent clicking, scrolling, and evaluating their actual site as it happens.Pre-Publish Simulation
CX Optimizer can run against any URL that loads in a browser — including staging environments. The agent treats staging and production identically, capturing the full experience including page state, interactive elements, and form behavior. Run CX Optimizer on a staging URL before launch to catch experience issues before they reach customers. Results are stored separately from production data, enabling side-by-side comparison.AEM Preflight
AEM Preflight is a dedicated pre-launch mode that lets you run a CX analysis on a single AEM page — published or unpublished — before a full campaign goes live. Unlike standard Pre-Publish Simulation, which requires a publicly accessible staging URL, AEM Preflight connects directly to your AEM environment using browser-to-AEM authentication. This means the agent can access and evaluate pages that haven’t been published yet — draft content, launch copies, and staged variants that are invisible to any external URL. When to use AEM Preflight:- Validate a new page or campaign landing experience before promoting from a launch copy to live
- Catch CX issues in unpublished content before it reaches QA or stakeholder review
- Run a targeted single-page analysis without spinning up a full site or journey audit
- In CX Optimizer, select Single Page Audit as your analysis mode.
- Enter the AEM page path or author URL for the page you want to evaluate.
- Confirm your AEM connection is authenticated — Preflight uses your connected AEM integration credentials.
- Run the analysis. The agent accesses the page directly through AEM and produces the standard CX report.
The Closed Loop
CX Optimizer is designed to connect directly to Gradial’s content execution layer. When the optimizer surfaces an issue, you can create a Gradial task directly from the finding — and the performance context travels with the task. The agent executing the fix understands what it’s optimizing and why, not just what to change.Surface the signal
Connect analytics and run CX Optimizer to identify pages with friction, low conversion, or degraded sentiment.
Understand the gap
Review the prioritized report. Each recommendation includes the specific element, the problem description, severity, and suggested fix.
Create the task
Convert a finding into a Gradial task directly. The performance context travels with the task.
Frequently Asked Questions
How long does a CX Optimizer run take?
How long does a CX Optimizer run take?
Runs typically complete in 15 to 60 minutes depending on the depth and breadth of the request. A single page audit is on the shorter end; a full site exploration with multiple personas can take longer.
What does the report include?
What does the report include?
An overall journey health score (0–10), per-persona breakdowns with CX score, goal completion rate, sentiment, and session replay, and recommendations organized into four categories: Tactical Updates, Bug Fixes, New Content, and Moonshots. Each recommendation has a Create Ticket button to convert it into a Gradial task. Reports can be exported as PDF.
How accurate is the AI agent?
How accurate is the AI agent?
The agent uses a real browser — it clicks, scrolls, and reads just like your customers do. It’s not a crawler or a script; it experiences the site authentically, including interactive elements and form behavior.
How is this different from analytics tools like GA or Adobe Analytics?
How is this different from analytics tools like GA or Adobe Analytics?
Analytics tells you what happened — bounce rates, conversion funnels, traffic patterns. CX Optimizer tells you why — and proactively finds issues in journeys nobody is even looking at. Your analytics dashboard can’t tell you that a CTA is confusing or that a flow is illogical. They’re complementary, not overlapping.
How is this different from session replay tools like FullStory or Hotjar?
How is this different from session replay tools like FullStory or Hotjar?
Session replay reviews what past visitors did. CX Optimizer proactively tests journeys — including ones no visitor has taken yet. It’s the difference between reviewing footage and running a safety inspection. CX Optimizer also evaluates from specific customer personas rather than random sessions, and can test pages before they’re even live.
Will this replace our UX team?
Will this replace our UX team?
No — it multiplies them. Your UX researchers do deep qualitative work that no AI can match. CX Optimizer handles the breadth — full-site coverage, every journey, every page — so your team can focus on the depth. Think of it as giving your UX team dramatically more coverage without adding headcount.
Can we test pages before they go live?
Can we test pages before they go live?
Yes. CX Optimizer can run against any URL that loads in a browser, including staging environments. The agent treats staging and production identically, and results are stored separately to enable side-by-side comparison.
Is our data safe?
Is our data safe?
CX Optimizer navigates your public-facing website the same way any customer would. It does not access backend systems, databases, or private data. Gradial is SOC 2 Type 2 certified.