Every builder has a mode switch in its header. Toggle between Editor (build by hand) and Chat (build with the assistant) at any time; you keep your work either way. Automations also have an Executions view.
How the conversation works
The chat is the same across campaigns, automations and segments:Start in Chat mode
Open a builder and switch to Chat. The assistant greets you and shows a few goal tiles to click, or you can just type what you want in your own words.
Describe your goal
Tell the assistant what you’re trying to do, in plain language (for example, “a weekly newsletter for engaged subscribers” or “when someone joins the Onboarding topic, send a welcome email after one day”). The assistant may ask follow-up questions.
Watch it build
As the assistant works, it streams its progress (“Generating email content…”, “Updating segment…”) and fills in the panel next to the chat (the email preview, the flow canvas, or the segment rules) live.
Refine it
Adjust by replying in natural language (“make the subject shorter”, “add a 3-day delay”, “target only subscribers from the last 30 days”). There are no buttons to press; you steer by talking.
Save
When it looks right, click Save in the builder header. Campaigns then run through the pre-send analysis before sending.
Ways to steer the assistant
You interact with the assistant in four ways, and there are no slash commands:- Goal tiles: click a suggested starting point, or press keys 1-9 to pick one.
- Quick actions: shortcut prompt buttons above the input (for example Change subject, Edit content, Add condition, Summarize), tailored to what you’re building.
- Plain text: just type. “Regenerate the subject”, “remove that step” and “change the type to dynamic” all work as normal messages.
- Edit the panel directly: the panel beside the chat (preview, canvas or rule builder) is editable by hand too. Chat and manual edits stay in sync.
Mention an agent with @
Type @ in the chat to bring in one of your assistant agents, the personas you define for your project. Pick one from the list to have the assistant respond in that agent’s tone and knowledge. This is the only way to add extra context by mention; other context (your topics, segments and custom fields) is available to the assistant automatically, so you can refer to them in plain language.
What you can build in chat
Campaigns
Pick a goal (Newsletter, Product update, Promotion or Win-back) and the assistant drafts the content, subject line options and preview text into a live email preview.
Automations
Describe a workflow (or start from a template like Welcome sequence) and the assistant builds the flow graph on the canvas for you to review and edit.
Segments
Describe the audience you want to target and the assistant builds the segment rules, which appear in the rule builder as you talk.
Onboarding
During onboarding, describe your business (a URL or a sentence) and the assistant generates a starter set of topics, segments, automations and templates.
AI credits and connection
- The assistant runs on AI credits. A credits indicator shows how many you’ve used, and each turn shows its cost. If you see “AI credits depleted. Upgrade your plan to continue using AI”, top up or upgrade.
- The chat connects in real time. If the connection drops you’ll see “AI connection lost. Your progress is saved” with a Retry button; nothing you’ve built is lost.
- Press Enter to send, Shift+Enter for a new line.