The Marketing Agent handles the planning, preparation, and execution, but the broadcasts sent to your customers and the activation of workflows only run after you approve them. Your role is twofold: you set the goals, and you give the approvals.
What you approve and what the agent handles
The Marketing Agent moves planning, preparation, and analysis forward automatically, and asks for approval only on the actions that affect your customers.
The agent builds a broadcast plan based on your goals and prepares the copy and segments. Of those, the broadcasts that actually send messages and the activation of workflows that keep running on their own will not execute without your approval. You approve using the "Approve" and "Cancel" options shown in the chat or in a notification.
| What you do | What the agent handles |
|---|---|
| Set the goals | Drafting the broadcast plan |
| Approve (Approve / Cancel) | Preparing copy and segments |
| Data analysis and improvement suggestions |
Approving a broadcast
When the agent has prepared a broadcast, a preview notification arrives the day before the scheduled broadcast date.
What the notification shows
The notification lets you check the contents of the broadcast you are about to send before it goes out.
| Item | Description |
|---|---|
| Broadcast name | The broadcast title the agent assigned |
| Send date and time | The scheduled date and time of the broadcast |
| Recipients | The target segment and the number of people |
| Broadcast content | A preview of the message |
Actions you can take
Once you have reviewed the preview, you choose to send it, skip it, or revise it.
| Action | Result |
|---|---|
| "Approve" | Confirms the scheduled broadcast. It is sent automatically at the specified date and time |
| "Cancel" | Skips this round's broadcast. It does not affect future plans |
| Request a revision in the chat | You can adjust the copy or recipients with the agent. After the revision, a new preview arrives |
When the scheduled date arrives without approval
A broadcast you have not approved is not sent, because broadcasts to your customers always require approval.
If the scheduled broadcast date passes while you have not responded to the preview notification, that round's broadcast is skipped and not sent. The agent takes the situation into account and adjusts future plans. If you did want it sent, request the broadcast again in the chat.
Approving workflow activation
When the agent creates a workflow, it asks for approval to activate it. Once a workflow is activated, it runs automatically every time its conditions are met, so it requires approval just like a broadcast does.
What the confirmation screen shows
Before activation, you can review "when" and "what" the workflow will do.
| Item | Description |
|---|---|
| Workflow name | The name the agent assigned |
| Trigger | What starts it (e.g., receiving a message, a friend add) |
| Action | What it does (e.g., sending an auto message) |
| Scope | The range of friends the action applies to |
You complete the approval by selecting "Activate workflow". If you want to look it over before proceeding, you can open the draft in the workflow editing screen and adjust it before activating.
Approving the monthly plan
When the agent proposes a monthly marketing plan, it also asks for approval before moving forward.
The plan includes the date of each broadcast, the campaign details, and the target segment for each broadcast. Once you approve the plan, the agent automatically prepares each broadcast in line with its contents. When you want to change the schedule or a campaign, request the adjustment in the chat.
Even after you approve the plan, a preview arrives every time before each individual broadcast is sent, and each one requires approval again. Approving the plan is simply agreement on direction; it is not permission for automatic sending.
Actions that need approval and actions the agent can handle
The agent's actions are split between those that require approval and those that proceed automatically, depending on the risk involved.
Sending broadcasts that go directly to your customers and activating workflows that keep running on their own always require approval, regardless of the Trust Score settings. On the other hand, preparation-stage actions such as drafting, preparing segments, and data analysis can be left to the agent depending on the Trust Score settings.
| Action | How approval is handled |
|---|---|
| Sending a broadcast | Always requires approval |
| Activating a workflow | Always requires approval |
| Drafting a broadcast | Depends on the Trust Score settings |
| Creating and editing segments | Depends on the Trust Score settings |
| Creating a workflow | Depends on the Trust Score settings |
| Data analysis and content generation | Runs automatically without approval |
The Trust Score can be adjusted per category, letting you change how much you delegate to the agent. For how to set it, see "How to set the Trust Score."