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 powered by the Insights Agent.

Getting started

Navigate to AI Studio > Chats and start a new conversation. The Insights Agent handles campaign strategy, audience questions, and performance analysis. Describe what you're working on and it routes automatically.

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Strategy and execution in one conversation
The Insights Agent doesn't just recommend: it acts. Segments it creates are saved to your library. Tactics it produces are linked to your Project. 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
Campaign strategy	Ask for recommendations given a goal, channel, or constraint; the agent produces a prioritized set of tactics linked to your Project
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. Tactics and segments it produces are linked directly to that Project, so your strategy stays organized and traceable.

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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 select organizations. Contact your account manager for activation details.