AI Assistant Overview

The AI Assistant is your intelligent marketing companion, available 24/7 to help you create campaigns, generate content ideas, answer questions, and guide you through the platform.

What Can the AI Assistant Do?

Campaign Creation

The Assistant can guide you through creating campaigns conversationally:

• "Create a new campaign for our summer sale"
• "I need a campaign to promote our new product launch"
• "Help me set up an awareness campaign for our brand"

The AI will ask clarifying questions and walk you through the necessary steps.

Content Ideas

Get inspiration and suggestions for your marketing content:

• "Give me 5 post ideas for our Instagram"
• "What should we post about for Earth Day?"
• "Suggest content topics for our SaaS product"

Platform Guidance

Ask about connecting and managing platforms:

• "How do I connect my Facebook page?"
• "Why isn't my Instagram connection working?"
• "Which platforms should I use for B2B marketing?"

General Help

Get answers to any platform-related questions:

• "How do I pause a campaign?"
• "What do credits do?"
• "Explain the approval workflow"

How the AI Works

Conversation Memory

The AI remembers the context of your current conversation. You can:

• Build on previous messages
• Refer back to earlier topics
• Continue complex discussions across multiple messages

Specialized Cards

The AI can display rich, interactive content in the chat:

Card Type	Purpose
Campaign Preview	Shows campaign details with quick actions
Platform Status	Displays connection status for platforms
Platform Connection	Offers connect buttons for platforms
Asset Cards	Shows images and media assets
Onboarding Checklist	Guides new users through setup
Action Buttons	Provides quick actions inline

Tool Execution

When performing actions, the AI uses specialized tools:

• Creating campaigns
• Checking platform connections
• Retrieving campaign data
• Generating content

You'll see indicators when the AI is working on complex tasks.

Understanding AI Responses

Text Responses

Standard conversational answers with helpful information.

Structured Responses

For certain tasks, the AI provides formatted output:

• Lists with bullet points
• Tables for comparing options
• Step-by-step instructions

Suggestions

After answering, the AI may offer suggestion chips - quick actions you can take next.

AI Capabilities

Capability	Description
Campaign Management	Create, view, update campaign details
Content Generation	Suggest post ideas and content strategies
Platform Guidance	Help with connections and platform-specific questions
Troubleshooting	Diagnose issues and suggest solutions
Education	Explain features and marketing concepts
Navigation	Guide you to the right part of the platform

AI Limitations

The AI Assistant is powerful but has some limitations:

• Cannot access external websites - The AI works within the platform
• Real-time data delays - Some platform metrics may take time to sync
• Complex analytics - For deep analytics, use dedicated analytics tools
• Direct platform actions - Some actions require you to complete them manually

Best Practices

Be Specific

Instead of: "Help me with marketing" Try: "Create a Facebook campaign promoting our 20% off winter sale"

Provide Context

Instead of: "Make it better" Try: "The content should be more professional and focus on ROI benefits"

Ask Follow-ups

The AI handles follow-up questions well:

1. "Create a campaign for our product"
2. "Make it target millennials"
3. "Add Instagram to the platforms"

Use Natural Language

Speak conversationally - the AI understands context and intent:

• "Actually, let's change the goal to engagement"
• "Never mind, remove Twitter from that"
• "Can you show me what we discussed earlier?"

Getting Started with the Assistant

1. Click Assistant in the main navigation
2. Type your question or request in the message box
3. Press Enter or click Send
4. Wait for the AI to respond
5. Continue the conversation as needed

Ready to learn more? See Using the Assistant for detailed usage instructions.