A whiteboard is a focused environment within your project where you can build one specific initiative—like a campaign, content series, or strategic plan.
Every whiteboard is powered by an intelligent AI Agent that helps you quickly design, plan, and execute marketing initiatives. This guide will show you how to put the AI agent to work and create campaigns with minimal effort.
What is the AI Agent?
The AI Agent is your strategic partner inside each whiteboard. Instead of manually building your campaign step by step, you can brief the agent and let it:
Plan your initiative
Structure the workflow
Create research, strategy, and content
Generate creative assets
Deliver a campaign summary
How to Use the AI Agent in Whiteboards
1. Open or Create a Whiteboard
Inside your project, select an existing whiteboard or create a new one for your marketing activity.
2. Prompt the AI Agent
Type a clear request describing your marketing initiative.
Example:
"Create an Instagram campaign to promote the new Barista Creations Flavor Pack with the goal of boosting sales."
“Create an email strategy to recover 30% of abandoned carts for 'Wear-it' a Spain-based T-shirt eCommerce selling in Europe Union.”
Pro Tip: Got a website or relevant URLs? Share them in the chat to help the AI better understand your context and deliver more accurate results.
3. Answer AI’s Tailoring Questions
The AI agent may ask you a few questions to better customize your campaign. You can answer in detail or leave answers blank if unsure.
4. Review the Proposed Workflow
The AI will generate a structured list of tasks, covering research, strategy, and content creation steps.
You can request additional steps by chatting with the AI.
If you're ready to move forward, just click "All good, let's continue."
5. Let the AI Build a Complete, Context-Aware Workflow
Once you confirm, the AI Agent will begin populating your whiteboard automatically with your new strategy—step by step.
Each node is created using the context from the previous one, resulting in a cohesive, data-informed strategy tailored to your objectives.
You’ll receive a personalized sequence of nodes, including:
Market research
Campaign strategy
Messaging and copy
Visual suggestions or AI-generated creatives
You’re always in control—at any point, you can:
Add new steps by typing directly in the chat
Edit or refine content directly inside each nodes if you want to tweak wording or adjust direction
Click the tool icon on any node to view the underlying technology and prompts used.
Use Cases
You can use the AI Agent in a whiteboard to build:
Complete marketing campaigns
Quarterly strategies
Social media series
Email automation flows
Product launch plans
SEO content calendars
Competitor analysis
...and more.
👉 Need help or want to explore advanced features? Visit our Help Center homepage or reach out to support anytime.