Simon AI Chat
Simon AI Chat is a single conversational interface where you can explore your data, build campaigns, and execute marketing actions — all in one place. Instead of switching between separate tools, you describe what you need and the chat handles the rest.
Getting started
Navigate to AI > Chat to open the chat interface. Start typing or choose from suggested prompts to begin. The chat automatically names your conversation based on your first message.
What you can do in Chat
| Capability | What to ask |
|---|---|
| Explore data | "What are the top product categories for customers who purchased in the last 30 days?" |
| Build AI Fields | "Create an AI Field that predicts likelihood to purchase in the next 7 days" |
| Build segments | "Create a segment of high-value customers who haven't purchased in 90 days" |
| Build flows | "Set up a winback flow for lapsed buyers with a 10% discount offer" |
| Analyze campaigns | "How did last week's promotional send perform compared to the previous week?" |
| Generate content | "Create a promotional email for our spring collection using our standard header and footer" |
| Work with Moments | "What social trends are relevant to my audience right now?" |
| Brainstorm strategy | "Recommend a campaign strategy for increasing repeat purchases this quarter" |
The chat shares context across capabilities, so you can move from analysis to action without restating what you've already established. Ask a question about your data, then use the answer to build a segment, then create a flow targeting that segment — all in one conversation.
Context carries across capabilitiesUnlike working across separate tools, the chat remembers everything from your conversation. Move from data exploration to segment creation to content generation without re-explaining your goal.
Artifacts and results
When the chat performs an action — running a query, building a segment, generating a report — the result appears in a results panel alongside the conversation rather than interrupting the flow. Your work is logged as artifacts so you can reference outputs throughout the conversation.
Chat history
Conversations are saved automatically and accessible from the left sidebar, organized by recency. Return to any prior conversation and continue where you left off.
Working inside a Project
When you start a conversation from within a Project, the chat already understands your campaign objective. You don't need to restate your goal — the chat uses it as context for everything from data analysis to content generation.
Multiple conversations can run in parallel within a single Project for teams working across different workstreams.
Related features
- AI Context — Give the chat persistent knowledge about your business
- Projects — Organize conversations around a campaign goal
- AI Personas — Explore and chat with behavioral customer clusters
- Content Agent — Generate on-brand email and SMS content
- Data Agent — Discover insights and build AI Fields
- AI Fields — Custom attributes generated from your data
Availability
Simon AI Chat is available to all AI-enabled organizations. Capabilities are being expanded on an ongoing basis.
Updated about 4 hours ago