Work with the AI assistant
Create proposals, review campaigns and refine earlier versions.
Updated 12 October 2026
Before you begin
Add business knowledge. A real workspace needs an AI provider configured; the demo uses fixed examples.
Steps to follow
- Choose a workflow: campaign, audience, campaign review or reply. Select the business, offer and relevant lists or conversation.
- Describe your goal. Review the sources, missing information and proposal.
- Give a follow-up instruction to create a new version. Save a campaign draft or adopt a reviewed reply.
What you will see
History keeps recent proposals and versions. Using AI alone never starts a campaign or sends a reply.
If something goes wrong
Has the campaign or conversation changed? Open current data and make a new proposal. Always verify product claims and references yourself.