Simon AI Agents & Skills

Simon AI Agents & Skills is the operator's view of Simon AI — how the AI behind Simon AI Personalization Studio actually works. Simon AI shows up in two places in the product:

AI Chat — a single conversational interface in AI Studio > Chats that handles data exploration, audience building, campaign planning, performance analysis, dataset creation, and moment configuration
Content Agent — AI content generation that lives inline in the template and content editor, alongside your existing content workflow

Both can take direct action in the platform — creating segments, drafting content, building AI-generated datasets, and configuring moments — without requiring you to leave what you're doing.

What you can do

If you want to…	Use this	Where
Build audiences, plan campaigns, and analyze performance	Campaign Planning and Audience Building	AI Chat
Explore your data and create reusable AI-generated datasets	Data Exploration and AI-Generated Datasets	AI Chat
Configure campaign triggers from real-world signals	Triggering Campaigns on Real-World Moments	AI Chat
Generate and refine email and SMS content	Content Creation and Editing	Content editor

How it works

There isn't a different agent for every workflow. Everything in AI Studio > Chats is handled by one agent — the chat — which loads specialized Skills based on what you ask. Content generation is handled by the Content Agent, which works beside your template in the content editor rather than in a separate chat surface.

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Simon AI takes action, not just answers questions
The chat and the Content Agent don't just surface information. They can create segments, draft content, build AI-generated datasets, and configure moments. You review and confirm before anything is applied.

Skills

Skills are specialized knowledge modules the chat loads on demand when your question requires them. For example, if you ask about campaign attribution, the chat automatically loads its Reporting skill before responding. You don't manage or invoke skills directly; the right one is selected based on what you're asking.

Why Simon's agents outperform general-purpose AI

If you've used Claude, ChatGPT, or another general-purpose model, you've seen what a capable LLM can do. Simon's agents are built on the same underlying models, but they're fundamentally different tools for marketing work, because of what sits between the model and your data.

See Simon AI Context Layer for a full explanation.

Working inside a Project

When you open a chat from within a Project, all agents automatically use the Project's goal as context. You don't need to restate your campaign objective — the agent already knows what you're working toward. Your organization's AI Context settings are also applied automatically, keeping agents aligned with your brand voice and data conventions.

Where to start

If you're ready to build, head to Simon AI Personalization Studio and open a chat. The Studio is the marketer-facing view of everything described here — organized by what you can build (Chats, Projects, AI Moments, AI-Generated Datasets, AI Personas, AI Context) rather than by which agent does the work.