AI Tools: Managing the AI Marketing Agent Dashboard
8 min
In this article
- Managing your tasks
- Managing your marketing plan
- Viewing your activity log
- FAQs
Manage your site's marketing efficiently in the AI Marketing Agent dashboard. Leverage AI to generate personalized content and suggest ways to optimize your site, saving you time and resources while helping grow your business.
While AI does the heavy lifting, you still have control over your marketing efforts. Edit and approve content for social media posts, email campaigns, and more, ensuring they align with your goals and brand messaging.
You can also review your marketing strategy and content plan, and download them to share with your team.

Managing your tasks
The tasks in your dashboard are the action items that you need to review and approve, so that the agent can work on your behalf to implement changes, post content, or send out campaigns. The tabs at the top show you the number of pending approvals in each marketing service.
The agent works for you and only notifies you when necessary, which is to review and approve tasks. This keeps you in the loop and allows you to make necessary adjustments before anything gets published.
To manage your tasks:
- Go to the AI Marketing Agent in your site's dashboard.
- Scroll down to the relevant marketing service.
- Choose what you want to do:
Review and approve a task
Edit a task
Run a task
Deactivate a task
Tip:
Use the prompts on the left of every section to chat with Kleo, the site's AI marketing agent, to get information about the marketing efforts. For example, get an update on social media tasks or summarize the site's paid ads performance.
Managing your marketing plan
View the site's personalized marketing strategy and content plans. These include a detailed business overview, summary of tasks for each of the services and monthly content plans for blog, social posts and email campaigns. You can also download these documents and share them with stakeholders.
To manage your marketing plan:
- Go to the AI Marketing Agent in your site's dashboard.
- Click View Marketing Plan at the top right.
- Choose what you want to manage:
Marketing Strategy
Content Plan

Tip:
Click Download Marketing Plan at the top right to download both the marketing strategy and content plan in one PDF.
Viewing your activity log
The activity log provides a recap of your AI Marketing Agent’s work from the past 30 days. Use this page to see what tasks were created, reviewed, and approved, along with the team member responsible for each action.
Completed tasks are indicated with a green checkmark. These tasks will no longer appear in your dashboard once completed.
To view your activity log:
- Go to the AI Marketing Agent in your site's dashboard.
- Click Activity Log at the top right.
- (Optional) Click View next to a task to see a preview and more details. For example, see the content of an approved email marketing campaign or scheduled social media posts.

FAQs
Click a question below to learn more about the AI Marketing Agent dashboard.
What tasks can the AI Marketing Agent help with?
What's the difference between the types of social media marketing tasks and email marketing tasks?
How do I know when there's a task ready for my approval?
Who can access the AI Marketing Agent dashboard?
Do I need to upgrade my social media marketing and email marketing plans to use this feature?
Can I add new content to the posting schedule?
How do I activate or deactivate a marketing service?