# From Segment Analysis to Customer Journey Creation: One-Stop Automation with Treasure AI Studio

Koshi Nakamura
Treasure AI Studio is our new AI agent platform released on April 20, 2026, featuring powerful automation capabilities. In this article, we'll explore how Treasure AI Studio streamlines workflows for marketers and data analysts while enabling one-stop customer journey creation.

## Evolution from Audience Agent to Treasure AI Studio

We have been providing agent services through our AI Agent Foundry platform. In particular, "Audience Agent," developed on AI Foundry and offered as an AI feature in Audience Studio, has been widely used for its ability to create segments and perform basic data analysis using natural language. Treasure AI Studio integrates these capabilities and extends them to enable one-stop customer journey creation.

This article introduces:

- **Project Feature**: Save context and interact efficiently with agents
- **Advanced Data Visualization**: Chart generation using HTML rendering capabilities
- **Automated Segment and Customer Journey Creation**: One-stop realization from segment analysis and creation to campaign execution


While Treasure AI Studio provides various default skills useful for CDP utilization, there is no skill explicitly named "Audience Agent." If you're wondering whether the convenient features from Audience Agent are still available, rest assured—you can use Treasure AI Studio with confidence.

## Project Feature: Context Sharing for Efficiency

### Challenge: Repetitive Setup is Inefficient and Insecure

In demos and daily operations, repeating the following tasks is inefficient:

- Specifying which parent segment to use
- Searching for and selecting databases
- Explaining industry-specific rules and prerequisites


Additionally, displaying the parent segment list during demos poses a security risk as other customer names may become visible.

### Solution: Register Prerequisites in Projects

Using Treasure AI Studio's **Project Feature**, you can save context once, and the agent will automatically apply it to all chats within the project.

**Example: Registering a Default Parent Segment**

Create a new project and provide instructions like:

Note: Project names can be changed later but must use half-width characters


```
There are many parent segments named "Treasurebike," 
so we want to uniquely fix the parent segment used in this project. 
We are thinking of a parent segment called "TREASUREBIKES DEMO," 
so please check if that exists before registering.
```

![Project Setup Screen](/assets/project-setup.0cc4ba2f07ecef924294a46d1dedcb4149da34cc2b0f51fbfac3584da1828db5.9515f500.png)

*(Screenshot: Project creation and initial setup)*

With this setup, "TREASUREBIKES DEMO" will automatically be used as the default parent segment in subsequent chats.

### Examples of Information You Can Register in Projects

- **Data Sources**: Parent segments, databases, tables to use
- **Industry Rules**: Retail-specific metric calculations, conversion definitions, etc.
- **Naming Conventions**: Segment name prefixes, date formats, etc.
- **Analysis Prerequisites**: Target periods, exclusion conditions, priority attributes, etc.


## Hands-On: From Segment Analysis to Journey Creation

Let's walk through how Treasure AI Studio functions in a real business scenario. Our use case is "Upsell campaigns for VIP customers."

### Step 1: Understanding Parent Segment Overview

Since we've already registered the default parent segment in the project, analysis starts with a simple instruction.

**User instruction:**


```
I want to understand the overview of the "us-purchasers-age-25-40" segment
```

The agent automatically analyzes the "TREASUREBIKES DEMO" parent segment and provides information such as:

- Distribution of key attributes (age, region, purchase history, etc.)
- Key KPIs (purchase amount, etc.)
- Characteristic behaviors (purchased products, etc.)


![Segment Overview Analysis Results](/assets/segment-overview.a5828caf41cd80a6d4e513c3304d562adf7ae1829f1766fcf751686ef13b867a.9515f500.png)

*(Screenshot: Text-based analysis results)*

### Step 2: Gaining Deeper Insights Through Visualization

Unlike Audience Agent, Treasure AI Studio doesn't automatically generate Plotly charts each time. Instead, users can request customized visualizations as needed.

**User instruction:**


```
Please visualize this graphically
```

The agent generates interactive charts as HTML files.

![Plotly Visualization](/assets/plotly-visualization.5c6cf31ce805f08b29bdbfebaca27630388502a1ac6e87c8513e7ae359dbaaa8.9515f500.png)

*(Screenshot: Generated Plotly chart)*

### Step 3: Automated Customer Journey Creation (Impossible with Audience Agent)

This is where Treasure AI Studio truly shines. While the traditional Audience Agent was limited to segment creation, Treasure AI Studio can **automatically create customer journeys**.

**User instruction:**


```
I want to target this segment with a special offer 
to drive further upsells. 
Please propose a strategy and then create a journey based on it. 
Note that journey creation may take some time.
```

The agent automatically executes the following process:

1. **Strategy Development**:
  - Analyze target segment (purchase trends, preferences, behavior patterns)
  - Propose optimal offer content (exclusive products, special discounts, VIP event invitations, etc.)
  - Channel selection (Email, SMS, in-app notifications, etc.)
2. **Journey Design**:
  - Set entry conditions
  - Define steps (initial contact, reminder, follow-up, etc.)
  - Configure branching conditions (open, click, purchase, etc.)
  - Optimize timing
3. **Journey Creation**:
  - Automatically create journey within Treasure Data CDP
  - Propose message template suggestions for each step


![Journey Creation in Progress](/assets/journey-creation-in-progress.00a9a2848fb2d2f97e0df004cb3eb5a8a09ae12e84c17749af0ef2d6f5249a9b.9515f500.png)

*(Screenshot: Agent creating a journey)*

### Step 4: Journey Confirmation and Adjustment

The created journey can be reviewed and edited in the Journey Editor.

![Completed Journey](/assets/completed-journey.5925170ee61e9abd2fb127099835c0b1ae84da7d944c432ff09d706591530b09.9515f500.png)

*(Screenshot: Journey confirmation in the Journey Editor)*

Additional instructions are also possible as needed:


```
Change the initial message to a more casual tone
```


```
Add a reminder step 3 days later for users who didn't purchase
```

## Business Value of Treasure AI Studio

### Comparison with Traditional Audience Agent

| Feature | Audience Agent | Treasure AI Studio |
|  --- | --- | --- |
| Segment Creation | ✅ | ✅ |
| Data Analysis | ✅ | ✅ |
| Visualization | Automatic (Plotly) | Request-based (Customizable) |
| Context Retention | ❌ | ✅ (Project Feature) |
| Customer Journey Creation | ❌ | ✅ |
| General Task Support | ❌ | ✅ |


### Expected Operational Efficiency Improvements

- **Reduced Segment Creation Time**: Natural language instructions eliminate SQL writing time
- **Automated Journey Design**: Configuration tasks that previously took hours now take minutes
- **Reduced Data Analyst Burden**: Marketers can autonomously analyze and plan campaigns


Treasure AI Studio supports a wide range of marketing use cases.

## Best Practices for Actual Business Use

### Project Setup Tips

1. **Clear Naming Conventions**: Project names should indicate purpose (e.g., "TreasureBikes Demo," "Q2 Retention Analysis")
2. **Incremental Setup**: Start with minimal settings and add as needed
3. **Regular Review**: Check if industry rules and default settings are outdated


### Effective Interaction with Agents

1. **Specific Instructions**: Instead of "visualize," say "bar chart of purchase amounts by age group"
2. **Incremental Requests**: Break complex tasks into smaller steps
3. **Feedback Loop**: Review results and request adjustments as needed


### Security and Governance

- Don't include sensitive information (specific customer names, etc.) in projects
- Follow the principle of least privilege for access rights
- Always review auto-created journeys before production deployment


## Summary

Treasure AI Studio fully encompasses Audience Agent's functionality while significantly evolving in the following areas:

1. **Project Feature** for context retention dramatically improves demo and daily operation efficiency
2. **Automated Customer Journey Creation** realizes one-stop automation from analysis to campaign execution
3. **General-purpose AI Agent** supports a wide range of tasks beyond segment creation


The functionality you've come to know and love as "Audience Agent" has been reborn as the more powerful and versatile "Treasure AI Studio." We encourage you to leverage this new capability.

**Contact:**
For inquiries about implementing or utilizing Treasure AI Studio, please feel free to contact us or your account representative.