Plan a campaign

Once you’ve created a campaign, planning turns your hypothesis into a concrete build plan: what you’ll change, where, who it’s for, how long to run it, and the list of things to build. You can write the plan yourself, or let the Campaign Planning assistant draft it from your goal and your data.

Start planning

Planning begins in one of four ways.

With the assistant:

Open a campaign in your backlog.
Select Start planning. The campaign moves into the Planning stage, you become its owner, and its chat opens with the Campaign Planning assistant drafting the plan with you.

By hand:

On the campaigns page, open the campaign’s action menu and select Assign. Assigning an owner moves the campaign into the Planning stage without opening a chat.
In the Planning section on the campaign page, write the plan yourself. You can still run the assistant later with /plan-campaign or the Plan button in the campaign’s chat.

Plan and launch in one go:

When a chat creates a new campaign, it offers two buttons below the reply: Plan and Plan & launch. Plan drafts the plan with you and saves it when you say so. Plan & launch saves the plan as soon as it’s drafted, then goes straight on to launching the campaign in the same chat. Every change to your connected tools still waits for you to select Approve. If something is missing from the campaign, the assistant names it and saves nothing until you’ve filled the gap.

Automatically, with an agent:

An Autonomous custom agent you’ve accepted responsibility for plans campaigns for you on a schedule, and can take them live. A Manual agent drafts an idea and stops in your backlog for you to plan yourself.

What’s in a plan

The assistant writes two things into the campaign’s Planning section:

A design for the test: the change you’re making, where it goes, who it’s for, how long it should run (or the sample size), and what a clean result would look like.
A build list: the concrete pieces of work needed to ship it, each noting where the work happens.

It focuses on how to build and launch the campaign. It doesn’t set benchmarks or predict results.

What it plans from

The assistant grounds the plan in your context:

Your hypothesis, the campaign you created
Your active goal, its current baseline, and the gap to target
Your team’s strategy and saved memory
Any connected integrations

If nothing is connected, it plans from general knowledge instead. Connecting an integration doesn’t start planning; it gives the assistant more to work with.

It researches, it doesn’t act

While planning, the assistant can read from your connected tools and search the web to shape the plan. It writes the plan and nothing else in your campaign, unless you ask it to fix the name or description. It never changes anything in your connected tools, even with your approval. That happens later, when you launch the campaign.

If the research shows the name or description is out of date (say it describes a new page, but the right move is to update one you already have), the assistant points it out and offers Fix the name and description. It shows the new wording first and saves it only once you select Approve.

Edit the plan

The plan appears in a rich text editor in the Planning section of the campaign. A plan the assistant drafted and one you write by hand live in the same place, so you can edit either freely. Select Update to save your changes.

Next step

When the plan is ready, select Launch Campaign to take the campaign Live and start its run. See campaign stages.