Planning
Marketing Agent helps organize the calendar and channel work.
Campaign work
Take the context from idea to reviewed campaign.
Use customer and product knowledge to plan content, prepare assets and coordinate the next step.
What your team can do
Connect the parts of the job.
Asset preparation
Content Agent helps draft material for the audience and job.
Review and delivery
People verify claims and configure the publishing or capture destination.
Walk through the process
From context to recorded work.
Drafted assets and planned campaigns are not evidence of realized outcomes. Review claims and connection scope before publication.
-
Choose an audience
Start with the account context and campaign purpose.
-
Prepare material
Draft the post or enablement asset with the correct agent.
-
Review
Check evidence, brand voice and customer permissions.
-
Connect the response
Carry capture and follow-up into the customer record.
Continue exploring
Keep the next step connected.
Marketing and content
Understand the two agent roles.
Explore Marketing and content →Lead capture
Connect inbound interest to the next step.
Explore Lead capture →
Your next step
See your customer workflow, connected.
Bring one real workflow to the conversation. We’ll show how the records, agents and review points fit together.