The Marketing Agent handles the planning, preparation, and execution, but scheduling and sending broadcasts and activating workflows only happen 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, scheduling and sending broadcasts and activating workflows that keep running on their own won't execute without your approval. You approve using the "Execute" and "Not now" options on the approval card that appears in the chat. The approval button carries the operation name, such as "Create broadcast" or "Activate workflow"; this article uses "Execute" as the general term.
| What you do | What the agent handles |
|---|---|
| Set the goals | Drafting the broadcast plan |
| Approve (Execute / Not now) | Preparing copy and segments |
| Data analysis and improvement suggestions |
Approving a broadcast
The agent asks for your approval when it schedules a broadcast. If you choose "Not now" here, the broadcast isn't scheduled.
What the approval card shows
The approval card lets you check the contents of the broadcast about to be scheduled.
| 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've reviewed the content, you choose to schedule it, skip it, or revise it.
| Action | Result |
|---|---|
| "Schedule broadcast" (Execute) | Schedules the broadcast. It's sent automatically at the specified date and time |
| "Not now" | Skips this round's broadcast. It doesn't affect future plans |
| Request a revision in the chat | You can adjust the copy or recipients with the agent. After the revision, the agent asks for approval again |
A scheduled broadcast gets a heads-up the day before
Once you've approved the schedule, a preview notification arrives the day before the broadcast date. It's a heads-up about the next day's broadcast, not an approval prompt. Even if you don't respond, the broadcast is sent as scheduled. To rethink it, open the broadcast in the broadcast list, choose "Cancel scheduled delivery" to return it to a draft, then request revisions in the chat.
When the scheduled date arrives without approval
A broadcast left without schedule approval is never scheduled, so it isn't 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. A broadcast whose schedule you've already approved is sent as planned even if you don't respond to the day-before preview notification. To stop it, use "Cancel scheduled delivery" in the broadcast list to return it to a draft.
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, you agree to it in the chat conversation before it's registered.
The plan includes the date of each broadcast, the campaign details, and the target segment for each broadcast. If the proposal looks good, reply with "Yes, go ahead" or simply say so in your own words. The agent then prepares each broadcast in line with the plan. When you want to change the schedule or a campaign, request the adjustment in the chat.
Even after you agree to the plan, each individual broadcast asks for approval when it's scheduled. Agreeing to the plan is simply agreement on direction; it is not permission to send.
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.
Scheduling and sending broadcasts 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 |
|---|---|
| Scheduling a broadcast | Always requires approval |
| 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 Up the Trust Score".