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 share it 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
Review and approve the generated content for social posts, email campaigns, blog posts, and FAQs. You can edit the task item (e.g. edit Google Ads keywords or an email campaign's content) before approving it.
- Click Review and Approve on a task.
- (Optional) Edit a task item.
- Select Dismiss or Approve for each item.
Tip: Approve all tasks in bulk by clicking Approve all at the top of the window.
Tip:
Any changes you make in an app's tab are automatically reflected in the AI Marketing Agent dashboard. For example, if you edit an email campaign in the Email Marketing tab, that change is updated in the dashboard.
For some upcoming tasks, you can
edit the scheduled time of the task. This is helpful if you want to adjust your posting schedule.
- Click the More Actions icon
next to a task. - Select Edit task.
- Edit the scheduled time of the trigger.
- Click Publish Changes.
Note: We recommend not changing the schedule as the AI Marketing Agent has already chosen the most optimal scheduled time for you.
Have the task run immediately. For example, publish a scheduled social media post or send an email campaign out right now. This task occurs in addition to the scheduled tasks you have lined up.
- Click the More Actions icon next to a task.
- Select Run task.
Stop an upcoming task from running. For example, stop running the social media posting schedule.
- Click the More Actions icon next to a task.
- Select Deactivate task.
Tip: To reactivate the task, click the
More Actions icon
and select
Activate task.
Managing your marketing strategy
As part of your overall marketing plan, your marketing strategy shapes how your business is presented across all marketing activities. Review and update your business goals, brand voice, image style, and more in the dashboard.
This document also gives an overview of the services your agent manages and the planned tasks to support your business growth. Keeping your strategy up-to-date ensures your content and campaigns reflect your brand and reach your target audience.
To manage your marketing strategy:
- Go to the AI Marketing Agent in your site's dashboard.
- Click View Marketing Plan at the top right.
- Click the Edit icon
next to the relevant section to edit the content. Click Save to confirm any changes you make.
Update your marketing plan's cover page.
- Site name: Change the name that appears on the cover page.
- Logo: Update or remove your business logo.
- Prepared by: Change the name shown on the cover page of the person who prepared the plan.
Update your business profile including your business goals and target market.
- Site name: Update your business name.
Important: This name is the same across your dashboard. If you update it here, it changes everywhere your site name is shown. - Business goal: Update your main business objectives.
- Unique selling point: Update what makes your business unique and why it's valuable to customers.
- Target location: Click the Edit icon
to change if you serve customers locally or online. Choose between serving customers from a physical address or local area (e.g. for barbers or plumbers) or online (e.g. for blogs and online stores).
Edit the topics and keywords to feature in your marketing content.
- Edit keywords: Update keywords based on changes to your business goals, market trends, competitor analysis, or insights from other keyword research tools. Learn how to edit keywords.
- Edit topics: Update the key topics and calendars that your marketing agent uses to generate content.
- Key topics: Update the main topics and interests you want to highlight in your marketing.
Tip: Add key topics by typing a phrase and pressing Enter or Tab. - Calendar-based topics: Select which calendars to feature in your content (e.g. national or religious holidays).
Tip: Review the dates included in each calendar. - Generate new content plans and keywords: Click the checkbox to create a new content plan and keyword research reflecting your changes.
Note: Selecting this option replaces your existing content plan and keywords. If unchecked, your changes will apply the next time your content plan and keyword research is generated. This won't delete content that's already been generated.
Keep your content style and messaging on brand as your business grows.
- Tone of voice: Update the overall feel or personality you want your content to have. For example, "Use upbeat and friendly language".
- Target audience: Adjust your audience description as your customer base evolves.
- Writing perspective: Click the drop-down to change the point of view your content uses: First person, Second person, or Third person.
- (Optional) Custom instructions: Update the additional guidelines for your marketing agent to follow, such as "Avoid technical terms" or "Don't use emojis".
- Generate new content plans after saving: Click the checkbox to create a new content plan reflecting your changes.
Note: If checked, a new content plan is generated and replaces your current content plan. If unchecked, updates will apply the next time a content plan is created. This won't delete content that's already been created.
Set the visual direction for your marketing content by providing detailed image instructions. Describe the style, mood, and key elements you want your AI Marketing Agent to use in graphics.
The more specific you are, the better your visuals will match your brand. For example: "bright, minimalist fitness images featuring people in motion”.
Managing your content plan
Your content plan gives you a clear view of all the upcoming content the marketing agent will prepare for each service you’ve activated. The tasks that you need to review and approve follow the order of content as outlined in this content plan, so you can see what's coming up and make changes to the plan accordingly.
To manage your content plan:
- Go to the AI Marketing Agent in your site's dashboard.
- Click View Marketing Plan at the top right.
- Click the Content Plan tab.
- Choose what to do
- Download the content plan: Click Download Content Plan to export the document as a PDF.
- Edit the content: Click the Edit icon next to the relevant marketing service.
- Blog: Click the Delete icon
to delete a blog post. - Social media marketing: Edit the date, subject, and post details or delete a post from the monthly task plan.
- Email marketing: Edit the campaign send date, email subject, and email description or delete a post from the monthly task plan.
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.
Managing your notifications
The AI Marketing Agent notifies you when new content is created and require your approval. You can manage how you receive these notifications and choose which roles or contacts should get them, so the right people are always in the loop for pending content approvals.
To manage your notifications:
- Go to the AI Marketing Agent in your site's dashboard.
- Click More Actions at the top.
- Select Manage notifications.
- Choose what to do:
Enable or disable notifications
Choose how you want to receive notifications for when content is ready for your approval. You can enable or disable notifications at any time.
- Click the toggles to turn notifications on or off for:
- Email notifications: Get updates by email.
- Mobile push notifications: Get updates through the Wix app.
- Dashboard notifications: Get updates in your site's notification feed.
- Click Save to apply your changes.
Note: These settings apply to all site collaborators. This means that if you disable notifications, it turns notifications off for everyone.
Edit email notification recipients
Customize which team members or contacts should receive automated email notifications.
- Hover over the Info icon next to Email notifications.
- Click Set Recipients in the tooltip.
- Click the Send an email action.
- Under Set recipients, click + Add Recipients.
- Click a recipient group who will receive this email when content is ready for approval (e.g. contacts, contact segments, collaborator roles, etc).
- Select the relevant recipients.
- Click to confirm your selection.
- Click Apply.
- Click Publish Changes at the top right to save your changes.
Edit mobile and dashboard notification recipients
Choose who should receive push and dashboard notifications. Recipients for these notifications are managed from the same action in the automation.
- Hover over the Info icon next to Mobile push notifications or Dashboard notifications.
- Click Set Recipients in the tooltip.
- Click the Send a push notification action.
- Click the Recipients field.
- Select the relevant collaborator roles.
- Click Save.
- Click Apply.
- Click Publish Changes at the top right to save your changes.
Reset notifications to default
If you made changes to your notification automation, you can reset the automation to its default settings. This will remove any changes you made to your recipients and other modifications to the automation.
- Go to Automations in your site's dashboard.
- Click the Installed for you tab.
- (Optional) Filter the list to only see AI Marketing Agent automations.
- Click Filter.
- Select AI Marketing Agent under Trigger apps.
- Click the More Actions icon
next Pending approval notification. - Select Revert to default.
- Click Revert to Default in the window to confirm.
FAQs
Click a question below to learn more about the AI Marketing Agent dashboard.
What tasks can the AI Marketing Agent help with?
The AI Marketing Agent automates many tasks that you may otherwise do manually and separately across the dashboard. It can assist with the following tasks:
SEO:
- Conduct keyword research.
- Optimize home page and main site pages.
- Create a plan for generating and publishing blog posts.
- Optimize blog posts.
- Optimize FAQ questions.
Social Media:
- Generate a social media content plan.
- Create and share social posts based on an optimized weekly schedule.
- Create and share social posts based on a certain event (e.g. when you create a new service or coupon).
Email Marketing:
- Generate a email marketing campaign plan.
- Create and send out email campaigns based on an optimized monthly schedule.
- Create and send out email campaigns based on a certain event (e.g. when you create a new service or coupon).
Paid Ads:
- Optimize targeted Google ad campaigns.
Tip: Learn more about the marketing strategy for each service in your Marketing Plan.
What's the difference between the types of social media marketing tasks and email marketing tasks?
Social media marketing and email marketing have time-based tasks and event-based tasks. Time-based tasks occur according to a set schedule. For example, 'weekly social posts will be created every month on the third Wednesday at 8 pm'.
Event-based tasks are created when you take a certain action in the dashboard, like when you create a new service, event, or coupon. This allows you to quickly spread the word to your contacts. For example, when you create a new event, it can generate a social post announcing this new event which you can then review and approve, and have it immediately uploaded.
How do I know when there's a task ready for my approval?
When there's a task ready to be approved by you, for example to approve a social media post or email marketing campaign, you'll receive an email notification and a mobile push notification.
Who can access the AI Marketing Agent dashboard?
All site owners and site admins can access the dashboard and make changes to any aspect of the marketing tools.
Do I need to upgrade my social media marketing and email marketing plans to use this feature?
You can use social media marketing and send email campaigns for free, with a limited quota. If you reach this quota, for example you publish 10 posts a month, you'll have to wait until the next month to resume usage or you can choose to upgrade the standalone plan.
Can I add new content to the posting schedule?
If you want to create new content from scratch, go to the relevant app's tab in the dashboard (e.g. the Blog tab) and create and post the new content from there.
This is helpful if you thought of a new idea that the AI Marketing Agent did not include, but it doesn't add the content to the AI Marketing Agent's posting schedule.
How do I activate or deactivate a marketing service?
- Scroll down to the marketing service's section.
- Click the Active / Inactive drop-down.
- Select Deactivate service / Activate service.
