Campaign Planning and Audience Building
Simon AI can help you move from a campaign objective to a set of audiences, tactics, and recommendations through a conversational interface that understands your data, your channels, and your goals. Describe what you're trying to accomplish, and the agent helps you get there: building segments, analyzing your audience, and surfacing the next best action.
This capability is part of AI Chat.
Core AI · Included with your Simon platform.
Getting started
Navigate to AI Studio > Chats and start a new conversation. The chat handles campaign strategy, audience questions, and performance analysis — just describe what you're working on.
Recommendation and execution in one conversationThe chat doesn't just recommend: it acts. Segments it creates are saved to your library, and the recommendations it surfaces stay in the conversation for follow-up. You review everything before it's applied.
Example prompts
- "What are the highest-value audiences I should target for a re-engagement campaign this quarter?"
- "Build me a segment of customers who bought in Q4 but haven't purchased since"
- "Which audiences are overlapping across my active journeys right now?"
- "Recommend three tactics to win back lapsed buyers in the next 30 days"
- "How is my post-purchase nurture campaign performing for first-time buyers?"
What you can do
| Capability | Description |
|---|---|
| Segment creation | Describe the audience you want in plain language; the agent writes the segment logic and lets you review before saving |
| Segment editing | Refine an existing segment: tighten or expand criteria, add exclusions, or adjust lookback windows |
| File attachments | Upload images, spreadsheets, CSVs, or documents directly into the chat. The agent reads and reasons over your files alongside your data — drop in a brief, a customer list, or a screenshot for context |
| Recommendations | Ask for recommendations given a goal, channel, or constraint; the agent produces a prioritized set of tactics you can act on directly in chat |
| Audience analysis | Ask about audience size, overlap, composition, or behavioral patterns; the agent queries your data and surfaces findings in the results panel |
| Performance analysis | Ask about attribution, engagement, or campaign outcomes; the agent returns structured findings without requiring you to pull a report |
| Reporting (coming soon) | Ask about campaign performance and get structured reports with key metrics and trend analysis |
How to use it
- Navigate to AI Studio > Chats
- Describe what you're trying to understand or accomplish
- Review any segments, recommendations, or analysis in the results panel
- Confirm any actions (like creating or saving a segment) before the agent applies them
Working inside a Project
When you open a chat from within a Project, the agent uses your Project goal as context for every recommendation. Segments it produces are linked directly to that Project, so your work stays organized and traceable.
Tips
- Tell the agent which channel you're working in: it adjusts recommendations based on channel constraints and your audience's behavior on that channel
- Use the results panel to compare audience sizes before committing to a segment
- You can ask follow-up questions in the same conversation; the agent maintains context throughout
Availability
Campaign planning and audience building is available to all AI-enabled organizations.
Updated 18 days ago