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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.
A screenshot of the AI Marketing Agent dashboard.

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:

  1. Go to the AI Marketing Agent in your site's dashboard.
  2. Scroll down to the relevant marketing service.
  3. Choose what you want to do:
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:

  1. Go to the AI Marketing Agent in your site's dashboard.
  2. Click View Marketing Plan at the top right.
  3. Choose what you want to manage:
A screenshot of the marketing plan in the AI Marketing Agent dashboard.
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:

  1. Go to the AI Marketing Agent in your site's dashboard.
  2. Click Activity Log at the top right.
  3. (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.
A screenshot of the activity log in the AI Marketing Agent.

FAQs

Click a question below to learn more about the AI Marketing Agent dashboard.