Marketing AI

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Marketing AI

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Spend vs Revenue (14 days)

ROAS by Platform

Recent Agent Activity

Campaigns

View-only access. Contact an admin to manage campaigns.

How the AI Pipeline Works

Click any stage to learn what it does and see recent activity. Every marketing action flows through this pipeline.

The orchestrator routes your request to one of these specialized agents based on what you need:

Self-Learning Feedback Loop

Agent Tiers

Recent Pipeline Executions

No executions yet. Create a campaign or run an agent to see the pipeline in action.

Agent Cost Breakdown

Agent Tier Model Provider Cost/1K In Cost/1K Out Daily Limit Status
All clear
No active alerts. Your campaigns are performing within thresholds.
No pending approvals
All actions have been reviewed. New approvals will appear here when agents request sign-off.

Pipeline Funnel

Revenue by Campaign

AI Pipeline Actions

All Leads

No leads yet
Add your first lead or connect your CRM to import.
No audience segments
Create persona-based segments to target your ideal customers.

Content Items

No content planned
Add items or ask AI to suggest topics.

Healthcare Conferences

Plan campaigns around these events for maximum impact

Ads Checked
Click to view all checks
Violations Blocked
Click to view violations
Needs Review
Click to review queue
Pass Rate

Ad Copy Compliance Checker

No issues detected. Ad copy meets FDA, HIPAA, and platform compliance requirements.

Recent Checks

Campaign Compliance Audit

Select a campaign to audit its ad copy, targeting rules, and platform compliance.

Campaign passes all compliance checks.
Checked: ad copy naming, platform targeting rules, healthcare compliance.
What gets checked:
✓ Campaign name for FDA/HIPAA violations
✓ Platform-specific targeting rules
✓ Meta Special Ad Category enforcement
✓ Google LegitScript requirements

Bulk Compliance Check

Select campaigns to check for compliance violations.

Results passed · failed

Compliance Check History

Compliance Rules

Compliance Rules

FDAHealth Claims
✕ "cures", "guaranteed results", "100% safe"
✕ "FDA approved" (without verification)
✕ Unverified efficacy claims
HIPAAPatient Privacy
✕ No PHI in ad targeting
✕ No health condition retargeting
✕ No patient data references
MetaSpecial Ad Category
✕ No age/gender/ZIP targeting for health
✕ SAC must be enabled for health ads
GoogleLegitScript
✕ LegitScript certification required
✕ Healthcare ad policies apply
Learning Controls
Trigger reflection cycles and manage knowledge patterns

Active Strategy Experiments

No active experiments. The Strategy Optimizer creates A/B tests from knowledge patterns.

How Self-Learning Works

📥
1. Metrics Pull
Daily — pull metrics from all ad platforms, compute ROAS/CPA
🪞
2. Reflection
Weekly — score past decisions 0-1 against actual outcomes
🧠
3. Knowledge Graph
Monthly — extract patterns (messaging → audience → outcome)
🎯
4. Strategy Optimizer
Designs A/B tests based on evidence, 80/20 allocation
💬
5. Copilot Integration
All patterns injected into AI Copilot for evidence-based recommendations

Knowledge Graph Patterns

These patterns are injected into the AI Copilot's context. When a marketer asks for advice, the copilot cites these evidence-based insights.
No patterns discovered yet. Run the Reflection cycle or add patterns manually.
Providers

Cost by Agent

No agent activity yet
Run an AI tool to see cost breakdown by agent.

Cost by Provider

No data yet

Cost by Model

No data yet

Recent API Calls

Time Agent Provider Model Tokens Cost Status
No API calls recorded yet. Cost data appears here as agents process requests.

Practice Details

Projected ROI

Projected Annual Value
Charting Time Saved
No-Show Revenue Recovered
Denial Revenue Recovered
Billing Staff Savings
Our Cost
Net Monthly ROI
Adjust the inputs on the left to see projected ROI

Saved Calculations

Saved Ad Copy

Every ad copy generated by the AI is saved here. Browse, copy, and reuse past variants.

No ad copy generated yet

Go to Campaigns → AI Ad Generator to create your first ad copy. It'll be saved here automatically.

Case Studies

Generated from closed-won deals. Share with prospects to close more business.

No case studies yet

Close a deal in the Lead Pipeline, then generate a case study from it. Or create one manually.

connected · available
Requests This Month
Tokens Used
Cost This Month
Rate Limit

API Keys

Name Key Created Requests Status

Webhook Endpoints

URL Events Status Last Triggered
Total API Calls
Total Cost

Agent Fallback Chains

Each agent has a prioritized chain of providers. If one fails, it falls back to the next.

Default Fallback Chain

Used by agents without a custom chain. Tries each provider in order until one succeeds.

Model Pricing

Cost per million tokens. Ollama is free (runs locally on your hardware).

Provider Model Input $/1M Output $/1M

Recent API Calls

No API calls recorded yet. Use AI tools to generate activity.
Ollama URL:
You have unsaved changes

Company Profile

Products & Services

AI agents use this to write ad copy, target keywords, and understand your offerings.

No products added yet. Add your products so AI agents can reference them in campaigns.

User Profile

Alert Thresholds

Budget Guardrails

Notifications

Microsoft Teams
Send alerts and approvals to Teams channel
Email
Email digest of daily activity
Slack
Send alerts to Slack channel
Webhook
POST alerts to custom endpoint

Reporting

Appearance

Theme

Email Outreach

Configure email to send AI-drafted emails directly to leads

Sender verification
Email signature
Spoof protection
Configure SPF, DKIM, and DMARC in your Cloudflare dashboard → Email → DMARC Management. These DNS records protect your domain from spoofing and improve email deliverability. Mark as configured below once set up.
Platform Credentials & Integrations
Manage API keys, connections, and MCP servers in the Integrations marketplace.

All Users

User Role Status MFA Last Login
No users yet
Encrypted
BAA Signed
Access Controls
Active
Audit Log
Enabled
Retention

Active Sessions

User / Agent Type Location Device Last Active

Audit Log

Time Actor Action Target Details

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Welcome to Marketing AI

Let's set up your marketing platform in 2 minutes

What do you sell?

AI agents use this to write ad copy and target keywords

Who do you sell to?

Define your primary audience — you can add more later

Connect your platforms

Optional — you can connect these later in Integrations

📊
Google Ads
Campaign management + metrics
📱
Meta Ads
Facebook + Instagram campaigns
🦙
Ollama (Local AI)
Free AI — no API key needed
Auto-detected

You're all set!

Your marketing platform is ready. Here's what to try first:

1. Go to Campaigns → AI Ad Generator to create your first ad
2. Ask the AI Copilot: "What should I do first?"
3. Add leads in Lead Pipeline and research them with AI

Complete
Pipeline completed
AI Copilot
Ask me anything about your campaigns
Quick Actions
Thinking...