Managing the AI Marketing Agent Dashboard

8 min read
In this article
  • Managing your tasks
  • Manage your marketing plan
  • FAQs
Important:
We are currently rolling out the AI Marketing Agent. It is not yet available to all users.
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.
Important:
As AI can make mistakes, we recommend double-checking that the results are accurate before using them.

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.

Manage 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.

FAQs

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