# Create campaigns and automations by asking. > Coming soon. Describe who you want to reach and what you want to achieve. Build the audience, shape the message and refine the workflow in conversation, then review before sending or activating. - **Agent:** DappleAI Marketing Agent - **Canonical:** https://dappleos.com.au/dapple-ai/marketing-agent ## Agent scope ### Less copying. More time shaping the campaign. #### Connected DappleOS context - Describe an audience using your clinic's connected patient and appointment context - Prepare branded email and SMS content, then refine it in conversation - Save editable campaign drafts and send staff tests before choosing the next step #### What the agent handles - Translate a campaign brief into audience rules and current counts - Use clinic brand assets and templates to prepare creative - Make requested changes to the audience, copy and design - Save the work in DappleOS so the clinic can review and continue Your team chooses the audience, checks the content and decides when to launch. Subscription counts help with planning; they are not a promise of message delivery. ## Workflow ### Build the campaign through a conversation. Start with the patient group and message. Refine the audience, shape the creative and save a draft your team can open in DappleOS. Review a staff test before making a separate launch decision. #### Step 1: Describe your audience Explain who the campaign is for. Review the matching patients and subscription counts, then ask for the exclusions you want. #### Step 2: Shape the message Create an email or SMS using clinic context, brand assets and templates. Ask for changes to the tone, length or design. #### Step 3: Save and test Save an editable draft in DappleOS and send a test to the signed-in team member's email or mobile where available. #### Step 4: Choose the next step Open and edit the saved work, keep refining with the agent, or separately ask to launch the reviewed campaign. ## Reporting and evaluation ### See what happened after the campaign. Open the saved broadcast to review its Performance tab where enabled and permitted. With Goals and conversions enabled, review recorded bookings or purchases against the campaign’s configured goal and conversion window. - How many messages were delivered? - Which links received clicks? - Which bookings or purchases met the configured campaign goal? These results belong to the campaign tools in DappleOS. Preparing a draft with Marketing Agent does not send it, and audience counts or staff tests are not campaign results. ## One connected platform ### Less carrying the campaign between tools. The audience, clinic context and saved campaign are already in DappleOS. Marketing Agent brings the writing and design conversation into that workflow, reducing the need to assemble a list elsewhere, brief a separate writing tool and rebuild the result. #### May reduce - Exporting patient lists to plan an audience - Copying clinic context into a separate writing tool - Starting each email design from an empty canvas - Rebuilding an approved draft in the campaign system #### Does not replace - The clinic's decisions about its audience and message - Checking content, consent and staff tests - Reviewing a campaign before choosing to launch ## Safeguards ### Audience decisions stay visible Review the criteria and available subscription counts. Your team chooses any exclusions before using the audience. ### The draft stays editable Ask for another version or continue editing the saved campaign in DappleOS. The message still needs your clinic's review. ### Tests go to your team Staff tests use the signed-in team member's available email or mobile. Check the test outcome and the received message before launch. ### Launch is a separate step Creating and saving the campaign is separate from asking the agent to launch it. Automation drafts are saved inactive. ## Related DappleOS workflows - [Broadcasts](https://dappleos.com.au/features/broadcasts): Open saved one-off campaigns and continue with audience, message and send settings. - [Intelligent automations](https://dappleos.com.au/features/intelligent-automations): Work with ongoing journeys, conditions and follow-up messages. - [AI agents](https://dappleos.com.au/dapple-ai): Meet the other specialist agents working alongside your clinic team. ## FAQs ### What can I ask Marketing Agent to create? Marketing Agent is coming soon and is not currently available to customers. The planned workflow covers audience selection, message drafting, refinement and saving for one-off campaigns and supported automations. Email and SMS are prepared as separate campaigns. ### Does it use our existing patient data? It can translate your brief into audience rules using connected clinic data and return current match and subscription counts. You review those rules and choose any exclusions. Subscription counts are planning information, not guaranteed delivery or proof that every contact detail is present. ### Can the message use our clinic's own brand? Yes. Depending on the brand tools connected for your clinic, the agent can use your image library, email templates and website style. A connected Canva account can also supply exported design images for the message. ### Can I change the copy or edit the campaign myself? Yes. Ask for a different tone, a shorter message or another design direction in the conversation. Saved drafts can be opened and edited in DappleOS. When a draft already has manual edits, the authoring workflow can ask whether to preserve those changes before revising it. ### What happens when I save and test a draft? The campaign is saved in DappleOS and a staff test can be sent to the signed-in team member's available email or mobile. A test can fail even when the draft is saved, so check the result and the received message. This does not send the campaign to its patient audience. ### Does creating a campaign launch it? No. Drafting, saving and testing are separate from launch. You can keep editing or ask to launch the reviewed campaign as a separate step. Authored automation drafts are saved inactive and need a separate activation step. ### How do I see it working for our clinic? Marketing Agent is coming soon. Bring a campaign idea to discuss. We can explain the campaign tools available today and discuss the planned Marketing Agent workflow and its availability. ## Discuss your next campaign. Bring an audience and a message you want to discuss. We can explore the campaign tools available today and the planned Marketing Agent workflow. Marketing Agent is coming soon. [Book a demo](https://dappleos.com.au/sales-call)