AI Tools: Managing the AI Marketing Agent

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.

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.

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.

Stop an upcoming task from running. For example, stop running the social media posting schedule.

Tip: To reactivate the task, click the More Actions icon and select Activate task.

Choose how you want to receive notifications for when content is ready for your approval. You can enable or disable notifications at any time.

Note: These settings apply to all site collaborators. This means that if you disable notifications, it turns notifications off for everyone.

Customize which team members or contacts should receive automated email notifications.

Choose who should receive push and dashboard notifications. Recipients for these notifications are managed from the same action in the automation.

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.

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:

Tip: Learn more about the marketing strategy for each service in your Marketing Plan.

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.

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.

Tip: You can manage these notifications and decide if to disable them, or choose who should receive them.

All site owners and site admins can access the dashboard and make changes to any aspect of the marketing tools.

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.

Both social media marketing and email marketing offer standalone plans that you can upgrade to increase your quota and gain access to more advanced features. Learn more about upgrading your email marketing plan and social media marketing plan.

Note: The AI Marketing Agent also requires AI credits (separate from social media and email marketing quotas) to generate content. AI credits are included with all Premium plans or available on free plans. Learn more about AI credits.

If you run out of AI credits, the AI Marketing Agent will pause until your credits renew or you upgrade your plan. 

When paused: