How to think about Campaign Agent

Think of Campaign 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 Campaign Agent figures out the implementation. You review, refine, and approve.

What Campaign 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 Campaign Agent makes these decisions.

What Campaign Agent needs help with

Campaign 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: Campaign 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 Campaign Agent limitations.

Working with Campaign Agent

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

Campaign 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 Campaign 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 Campaign Agent.