How to think about Marketing agent

Think of Marketing agent as a new member of your marketing team — one that learns from every campaign and adapts based on performance. Unlike traditional automation, you describe your goals and Marketing agent figures out the implementation. You review, refine, and approve.

What Marketing agent does well

• Analytical capabilities: Builds complex audience segments using aggregates, filters, and expressions, saving you manual time.
• Technical implementation: Handles Jinja templating, personalization logic, and dynamic content rules — managing syntax so you can focus on strategy.
• Speed: Creates complete campaigns, including audience definition, timing, content, and personalization.
• Data-driven decisions: Uses industry benchmarks and performance data when making recommendations.
• Understanding your data: Learns your customer data structure and uses it to drive campaign decisions.

See how Marketing agent makes these decisions.

What Marketing agent needs help with

Marketing agent has some current limitations:

• Session memory: Remembers context and instructions within a single conversation. Each new conversation starts fresh — you'll need to re-establish any rules or preferences.
• Capability boundaries: May occasionally attempt unsupported solutions. Always review campaign outputs before launch.
• Campaign learning: Optimizes each campaign based on its own performance data. Doesn't apply learnings from one campaign to others.
• Email design selection: Marketing agent analyzes your sent emails to identify your brand's design. If you have multiple email themes, it may pick the wrong one. Ask it to import a specific design if needed.

For a complete list, see Marketing agent limitations.

Working with Marketing agent

You don't need to specify every detail before starting. Vague prompts work fine — Marketing agent handles the tactical execution. You can always refine through conversation after seeing the first result.
If you want to provide more direction, Marketing agent works best when you define:

• Campaign objectives and business goals
• Brand guidelines and messaging tone
• Target audiences (when specific)
• Timing constraints or preferences
• Exclusions and business rules

Marketing agent handles execution

• Customer segmentation and targeting logic
• Personalized content generation
• Technical implementation (Jinja, filters, expressions)
• Content composition and optimal timing

You maintain control

• Review Marketing agent's campaign plan before approval.
• Request changes through conversation.
• Manually adjust specific node properties.
• Approve final campaigns before launch.

Learn more about writing effective prompts or get started with Marketing agent.