How to Use the Marketing Agent

Marketing Agent is a partner you can rely on for planning, preparing, and analyzing broadcasts — all from a single goal you share. Your job is simply to tell it your goal in Chat and approve the agent's suggestions.

How Delegation Works

Marketing Agent leaves you just two roles — deciding the goal and approving — while it takes care of planning, broadcast preparation, sending, and analysis. It all starts with you sharing a goal.

What You Do

• Decide the goal: Tell the agent what you want to achieve in Chat
• Approve: Review the agent's suggestion and choose "Approve" or "Cancel"

What the Agent Does

• Analyzes your current situation and suggests campaigns
• Prepares the broadcast copy, Segments, and send times
• Schedules and runs the broadcast once approved
• Analyzes the results and suggests the next improvement

Opening the Agent Screen

You can open the Marketing Agent screen in two ways — full screen or as a side panel — and switch between them depending on what you need.

In side-panel mode, you can ask the agent questions while working on other screens, such as broadcasts or Friends.

Sharing a Goal

A conversation with the agent begins when you describe what you want to achieve in natural language. The agent analyzes your current situation and proposes a concrete goal and campaigns.

For example, you might say:

• "I want to grow Friends to 1,000 people"
• "I'd like to hand off my weekly broadcasts"
• "I want to improve my open rate"

It's fine if you haven't nailed down numbers or deadlines yet. The agent asks questions and helps you shape the goal together.

Requesting a Broadcast

Creating a broadcast is just as easy — request it in Chat and the agent prepares it. It proposes the broadcast copy, Segments, and send time all at once, so all you have to do is review and approve.

For example, you might request:

• "Create a campaign broadcast for our new product"
• "I want to send an exclusive offer to repeat customers"
• "Plan next month's broadcasts"

If you want to adjust what's proposed, just tell the agent your changes in Chat. Once it's ready, approve it and the agent schedules the broadcast.

Requesting Analysis

You can leave data analysis to the agent as well. Ask what you want to know, and it summarizes the results for you.

For example, you might ask:

• "Tell me how last month's broadcasts performed"
• "What do high-click-rate broadcasts have in common?"
• "I want to check how my Friend count has trended"

Based on the analysis, the agent goes a step further and suggests improvements for your next broadcast or Segments.

Responding to Notifications

The agent delivers notifications whenever something needs your attention. Reviewing these notifications and choosing to approve or take an action is your main day-to-day task.

Broadcast Preview Notification

This arrives before a scheduled broadcast. Review the preview and either confirm the schedule with "Approve" or pass with "Cancel". If you want to adjust the content, you can request changes directly in Chat.

Result Report Notification

This arrives after a broadcast. Review the analysis and choose an action such as "Analyze in detail", "Create the next broadcast", or "Maybe later".

Goal Progress Notification

This arrives regularly to keep you posted on your set goal. You can check your current progress and the pace needed to reach the goal.

Sending a Message

Type your message in the input field at the bottom of the screen and send it with the "Send" button or the Enter key.

You can also attach images to your question. Click the add icon in the input field, or drag and drop images to attach them. Each message supports up to 5 images, with a maximum of 10MB per image (JPEG, PNG, WebP, and HEIC formats).

Switching Chat Modes

Using the mode selector above the input field, you can switch the agent's response style. In most cases, leaving it on "Auto" works fine.

For details on when to use each mode, see "How to Set the Chat Mode."

Managing Conversation History

Your conversations with the agent are saved as chat rooms, so you can revisit them anytime. Starting a new chat for each topic helps keep things organized.

Keyboard Shortcuts

You can run common actions quickly with keyboard shortcuts.

Giving Feedback on Responses

You can rate the agent's responses with "Thumbs up" or "Thumbs down". Your feedback helps improve the agent's accuracy.

Just click the rating icon shown below a response. If a response stands out to you, feel free to send a rating.

When Things Aren't Working

If you run into trouble, try the following solutions.