Marketing AI

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Marketing AI

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Notifications

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You're all caught up.
New leads, insights, and reports will show up here.
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Spend vs Revenue (14 days)

ROAS by Platform

Daily Insights

No pending insights. Click "Generate now" to ask the AI for today's recommendations.

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 running within thresholds. Anything that breaches your CPA ceiling or ROAS minimum will land here.
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.

Plan campaigns around these events for maximum impact

No upcoming conferences on file.
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
Self-Learning
Mines patterns from your synced campaigns, scores past recommendations, and tracks what you approve. Last run . Never run automatically — runs every night at 1 AM.
Patterns discovered
across 5 categories
Decisions scored
past recommendations evaluated
Avg recommendation quality
0 = wrong, 0.5 = neutral, 1 = great
Recommendations reviewed
approved + rejected

What the system has learned

Patterns mined from your synced data. Higher confidence + more evidence = more trustworthy.

🔍
No patterns mined yet
Pattern mining ran but found no signal that meets confidence + evidence thresholds.
Why each category produced 0 patterns:
Current data: · ·

Your preferences (learned from approve/reject)

Future Daily Insights will deprioritize categories you consistently reject.

By recommendation type
By priority

How self-learning works

📥
1. Sync
Every 6h, your Meta Ads metrics + new leads are pulled into the database.
🔍
2. Pattern mining (1 AM nightly)
Statistical mining over your data: campaign performance, day-of-week effects, week-over-week trends, lead scoring calibration, custom-field correlations.
🪞
3. Reflection (1 AM nightly)
For each daily-insight you approved 7+ days ago, compare the campaign's metrics before vs. after — score 0–1 ("did this help?"). Bad recommendations score low, the system learns to make better ones.
👤
4. Operator preferences (real-time)
Tracks which recommendation types + priorities you approve vs reject. Future runs of Daily Insights will adapt.
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 Needs attention

Browse the marketplace

integrations available · click any to view details, or hit Connect to start

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

Users can only be invited at these domains. Empty = use the system default ().

Currently active: (using system default)

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.

Alert Thresholds

Budget Guardrails

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.
Email credentials live in . Configure your API Key, From Email, Sender Domain, and Reply-To there. This card sets the sender's display identity and outgoing email content — they apply to whatever provider Integrations is wired to.
Platform Credentials & Integrations
Manage API keys, connections, and MCP servers in the Integrations marketplace.

Notifications

Where new leads, daily insights, and reports get delivered. The bell icon is always on; everything else is opt-in.

🔔 In-app (bell icon)
Always on

Every event lands here regardless of other channel settings. Click the bell in the topbar.

Shared inbox where new-lead alerts land. Requires SMTP or SendGrid configured (see ).

Channel name or ID. Leave empty to use the default. Requires SLACK_BOT_TOKEN configured.

Incoming Webhook URL from your Teams channel (Connectors → Incoming Webhook).

Danger Zone

Operations here permanently delete data. Always export a backup first.

Export Tenant Data

Download a JSON backup of every campaign, lead, segment, alert, and operational record for this tenant. Identity tables (tenants, settings, users) included for context.

Reset Transactional Data

Permanently delete campaigns, leads, segments, calendar items, alerts, agent history, and all operational records. Users, login, tenant settings, and saved API integration credentials are preserved.

All Users

User Role Status MFA Last Login
No users yet

Notifications

Every event the system surfaced — leads, daily insights, sync issues, daily reports.

No notifications.

Daily Reports

Yesterday's metrics + lead pipeline rollup, generated nightly at 6:30 PM. Click a row to view the full report.

No daily reports yet — first one fires at 6:30 PM tonight, or click Generate now.

Account Security

Settings on this page apply to only. Org-wide policy lives on .

Two-Factor Authentication

Add a second factor by linking an authenticator app (Authy, 1Password, Google Auth).

Two-factor authentication is enabled on this account.

Scan the QR with your authenticator app, or enter the secret manually:

Then enter the current 6-digit code:

Save these backup codes
Each code can be used once if you lose your authenticator. They will not be shown again.

Enter the current 6-digit code from your authenticator to disable two-factor.

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
v

We emailed a link to set a new password. Their old password is now invalid. their sign-in credentials. an activation link to set their password. The link is valid for one use.

⚠️ Email could not be sent (SMTP/SendGrid not configured). Share these credentials with () over a secure channel. Share this one-time link with () manually.

Lead Nurture —

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Reset Tenant Data — Step of 3 Reset Tenant Data — Complete

This will permanently delete the following from :

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Preserved: users, login credentials, tenant settings, saved API integration credentials.

Before deleting, download a JSON backup of all this data. You can use it to inspect or restore manually if anything goes wrong.

To confirm, type your tenant name "" exactly:

✓ Tenant data has been reset.

Rows deleted per table:

Users, login, tenant settings, and saved API credentials are unchanged. Once the integration sync runs, real campaign data will start populating.

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...