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Docs & GuidesAPI Reference
Docs & GuidesAPI Reference
  • Introduction
    • Overview
    • Why Coactive
    • Release Notes
  • Getting started
    • Accepted Media Formats
    • Cloud Storage Access (Beta)
  • Administration
    • User Roles (RBAC)
    • Ingestion Observability (Beta)
  • Core Features
    • Agentic Search
    • Intelligent Search
    • Concepts
    • Query Engine
      • Overview
      • How to Build a Package
      • Scene Segmentation Guide
      • Configuration
  • Experimental
  • Deep Dives
    • Analyzing Concepts with SQL
    • Analyzing Dynamic Tags with SQL
    • The Power of Visual Data
    • Metadata Generation for Videos
    • Programmatically Retrieve SQL results
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On this page
  • Step 1: Validate Your Tags in VLA
  • Step 2: Create a New Package
  • Step 3: Add Targeting Tags
  • Option A: AI Tag Suggestion (recommended)
  • Option B: Add Tags Manually
  • Step 4: Review and Configure Inclusion Tags
  • Configuring Aggregation Settings
  • Step 5: Add Exclusion Tags
  • Step 6: Set Metadata Filters
  • Step 7: Set the Match Percentage Threshold
  • Step 8: Review Package Results
  • Package Overview Panel
  • Browsing Matching Content
  • Step 9: Explore the Timeline View
  • Step 10: Generate a PDF Summary
  • Step 11: Export the Bundle
  • Setting Up a Connection
  • Package Maintenance and Updates
Core FeaturesContext Studio

How to Build a Package

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This guide walks you through building a contextual ad package from start to finish. This walks a user through each step in the process from confirming your Dynamic Tags via VLA (Video Level Aggregation), to configuring targeting logic for a package, and finally exporting a bundle to your ad server.

Step 1: Validate Your Tags in VLA

Context Studio reads from your existing tag library in VLA. Tags must be in Validated status before they’ll appear in Context Studio and here’s how to get them there.

  1. Open the Dynamic Tags page
  2. Select the tag group you want to use
  3. Click Review Tags in the top right corner of the group
  4. This opens the VLA (Video Level Aggregation) view, where you can review aggregation methodologies and videos for each tag

Before this step, the tag group must be in Published status. See the Dynamic Tags guide for details on publishing.

  1. After visually confirming the tags look accurate, mark the group as validated. It will show a purple Validated badge on the Dynamic Tags dashboard and within the group page
  2. Repeat for all tag groups you plan to use as inclusion or exclusion criteria for Context Studio

VLA Dynamic Tags validation view

Once your tags are validated, return to Context Studio to build the package.

Step 2: Create a New Package

  1. From the Coactive workspace, open Context Studio
  2. Click New Package (top right)
  3. Fill in the package details in the left panel:
    • Ad Package Name — a descriptive name for internal use and export (e.g., “Gatorade Victory Moments Q3”)
    • Client — the advertiser or brand this package is for. Optional: add a logo.
    • Description — a plain-language summary of the campaign intent (e.g., “High-energy championship moments across sports content”). This is used to automatically suggest matching tags in the next step, but it’s optional if you prefer to add tags manually.

Context Studio new package form

Step 3: Add Targeting Tags

There are two ways to build your targeting criteria, feel free to use one or both:

Option A: AI Tag Suggestion (recommended)

After entering a description, click Generate targeting criteria. Context Studio will match your plain-language description against your validated tag library and recommend inclusion and exclusion tags automatically. Review the suggestions, accept what fits, and remove anything that doesn’t.

The more specific your description, the better the suggestions.

Example description: Promoting a premium sports drink brand targeting competitive athletes and fitness-focused viewers. Content should feature athletic training, championship moments, and scenes of physical achievement and celebration. Ideal visual settings include gyms, stadiums, outdoor sports fields, and team competitions.

Option B: Add Tags Manually

If you already know which tags you want — or prefer to skip the description — click Add Tag in the Targeting Criteria section to select from your validated tag library directly.

Tags added here (via either method) are applied at the video level, meaning the entire video episode is evaluated against the tag criteria. To target at the scene level instead (evaluating individual ad slots between ad breaks), see the Scene Segmentation Guide.

Targeting criteria with generated tags

Step 4: Review and Configure Inclusion Tags

After generating or manually adding tags, review what’s been added under Include content → Video. Tags at the Video level apply to the full episode which is any video where a matched tag fires will be pulled into the package.

To remove a tag that isn’t a good fit, click the three vertical buttons on the tag chip and remove it. To add additional tags, click + Add tag.

Configuring Aggregation Settings

Click on any inclusion tag to configure how it’s evaluated at the video level:

  1. Aggregation Method: choose how shot-level scores are combined to determine whether a video passes for this tag:

    • Any Hit: Passes if any single shot meets the confidence threshold (best for brief appearances)
    • Coverage Threshold: Passes if matching shots cover at least 30% of the total duration (best for thematic content — e.g., predominantly about cooking)
    • Longest Run: Passes if there’s a continuous sequence of matching shots lasting at least N seconds (best for sustained moments — e.g., 30+ seconds of action)
  2. Minimum Confidence Score: use the slider to set how confident the AI must be before a shot counts (higher = more precise, lower = broader reach)

  3. Save to confirm the settings

Aggregation method modal

Step 5: Add Exclusion Tags

Exclusion tags disqualify content that would otherwise match. If a video or scene triggers any exclusion tag, it’s removed from the package — regardless of how many inclusion tags it satisfied.

  1. In the Exclude section of the targeting panel, click Add Tag
  2. Search for or select the tags that represent unsafe or off-brand content (e.g., brand_safety_violence, NSFW)
  3. Configure aggregation settings the same way as inclusion tags — for brand safety, Any Hit is typically the right choice (one instance is enough to exclude)

Exclusion tags use “Any Hit” by default, which is usually appropriate for brand safety use cases. If you want to exclude only content that is substantially about a topic (not just briefly), switch to Coverage Threshold.

Exclusion tags configured

Step 6: Set Metadata Filters

In addition to tag-based targeting, you can filter your package by video-level metadata. These filters are applied on top of your tag logic. A video must satisfy both the tag criteria and the metadata filters to be included.

Available metadata filters:

FilterDescriptionExample Values
GenreContent genre classificationSports, Drama, Reality
RatingContent ratingTV-G, TV-14, TV-MA
Series NameSpecific show or seriesSunday Night Football, The Voice
TitleSpecific episode or asset titleAny episode title string

To add a metadata filter:

  1. In the targeting panel, scroll to Metadata Filters
  2. Click Add Filter
  3. Select the filter type and enter the value(s)
  4. Repeat as needed

Metadata filters section

Step 7: Set the Match Percentage Threshold

The Match Percentage threshold controls how many of your inclusion tags a video must satisfy to be included in the package.

  • Show all matches (default): The video must match every inclusion tag
  • 60%: The video qualifies if it matches at least 60% of inclusion tags

Step 8: Review Package Results

Once your targeting criteria are set, click Generate Package. The right panel updates to show the videos your package contains.

Package Overview Panel

Review these key metrics:

  • Total Videos/Segments — how many content assets match your criteria
  • Forecasted Impressions — estimated ad impressions based on matching content
  • Proposed CPM — manually input your suggested cost
  • Estimated Package Cost — total package value

Browsing Matching Content

Below the overview, you’ll see a list of matching videos or scenes. Each row shows:

  • Thumbnail — a preview frame from the content
  • Episode Name — the title of your video
  • Match % — how many of your inclusion tags this content satisfied (e.g., 4/5 tags = 80%)
  • Tag badges — which specific tags fired

Click any row to open the Timeline View for that piece of content.

Package overview with segment results

Step 9: Explore the Timeline View

Click into a video to see the timeline view. This gives you a visual breakdown of exactly where your targeted moments appear within a specific video.

  • Green bars on the timeline represent moments where a given tag is active at your configured confidence threshold
  • The timeline on the right hand side is labeled with tag names so you can see which moments are driving the inclusion
  • Use this view to validate that the content is truly a good fit before exporting

If gray vertical lines appear on the timeline, those are ad break cue points provided by the publisher. When Scene Segmentation is enabled, the content between those lines is evaluated as independent scenes. See the Scene Segmentation Guide for more.

Timeline view

Step 10: Generate a PDF Summary

Before sharing with an advertiser or account team, you can generate a PDF summary of the package.

  1. From the Package Overview, click Create PDF
  2. The PDF includes:
    • Package name, client, and description
    • Targeting criteria (inclusion and exclusion tags with settings)
    • Package metrics (impressions, CPM, estimated cost)
    • Sample matching content

PDF summary preview

Step 11: Export the Bundle

When you’re ready to activate the package, click Export bundle.

Exporting a package locks it, preventing any further changes. This ensures your ad server receives is exactly as you intended. Review your targeting criteria and results carefully before exporting.

The Export bundle modal will show you the Full export path which is the S3 location where your JSON file will be saved. This path is determined by the cloud storage connection configured for your organization.

Click Export bundle to confirm. Your JSON file will be saved directly to your S3 bucket at the path shown.

Export bundle confirmation modal

Setting Up a Connection

The export path requires a cloud storage connection to be configured before you can export. There are two ways to set this up:

  • Via the Settings page: if you are an admin in the organization, you can configure a connection directly in the Coactive UI under Settings
  • Via the cloud storage access guide: for detailed setup instructions via API, see the Cloud Storage Access guide

Package Maintenance and Updates

  • Editing a package: you can return to any package to adjust targeting criteria, add or remove tags, or change the match percentage threshold at any time
  • Re-exporting: after making changes, re-export the bundle to push the updated package to your ad server