AI Tools: Adding and Setting Up the AI Marketing Agent

7 min

In this article

Step 1 | Onboard the AI Marketing Agent
Step 2 | Set up the AI Marketing Agent dashboard
FAQs

Use AI to boost your marketing efforts and drive business growth. The AI Marketing Agent allows you to optimize and automate tasks for SEO, social media marketing, email marketing, and paid ads all from one place, saving you valuable time and resources.

This tool makes personalized marketing plans for your approval and assists with choosing keywords, writing optimized blog posts, sending email campaigns, coming up with social media strategies, and more.

A screenshot of the AI Marketing Agent dashboard.

Before you begin:

To use the AI Marketing Agent, your site needs to meet these requirements:

You must have an upgraded site.
Your site must be published and have a connected domain.

Step 1 | Onboard the AI Marketing Agent

Begin by onboarding the AI Marketing Agent to your site. The marketing agent analyzes the unique data of your site and creates a marketing plan that includes your business goal, brand voice, key words, and more. Then, decide which marketing services you want to activate.

To onboard the AI marketing agent:

Go to the AI Marketing Agent in your site's dashboard.
Click Let’s Get Started.
Review and edit your marketing plan setup. When the marketing agent scans your site, it fills in each field automatically, but you can make any changes you see fit.

Tip: Click Skip to Dashboard to get straight to the marketing agent dashboard without reviewing your business details and marketing services. This automatically enables all services, but you can choose to deactivate them in the dashboard.

Business Overview

Content Focus Areas

Brand Voice

Marketing Services

4. (Optional) Click the Pencil icon

at the top left to customize your agent's name and avatar.

5. When you're ready, click Launch Marketing Plan.

Step 2 | Set up the AI Marketing Agent dashboard

Once you're done onboarding the AI Marketing Agent, you're transferred to the dashboard. This is where you manage your marketing services, view tasks pending your approval, and more.

Some marketing services require you to complete all Action Needed tasks in order to activate the service:

SEO: Set your location, connect to Google Search Console, and turn on site indexing.
Social media marketing: Connect your social channels.
Email marketing: Verify your sender address and add subscribers.
Paid Ads: Create and launch a Google Ads campaign.

What's next?

Review and approve tasks, view your personalized marketing strategy and content plan, and chat with the AI marketing agent to get more information about your marketing efforts. Learn more about managing your tasks and marketing plan.