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Overview

On the NoimosAI Agents screen, manage repeated work as Workflows and goal-driven initiatives as Campaigns. For either one, the agent plans how to perform the work when you describe the purpose in chat. This page explains the differences between them and the roles of agents and people. The Agents screen manages the following two types of work.
  • Workflow: Repeats the same work when a set time, an incoming email, or another condition occurs.
  • Campaign: Has the agent continue the actions needed for one goal and helps you review and improve the results.
In addition to workflows and campaigns that you create, every workspace includes a built-in Advisor Agent. The Advisor Agent analyzes connected data and brand information, then suggests prioritized actions.

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Choosing Between Workflows and Campaigns

Use a workflow for a defined job you repeat. Use a campaign when you want the agent to continue actions based on the people or situation involved and work toward one goal. The following table compares the two. For example, use a workflow to summarize website metrics every week. Use a campaign to send guidance to newly signed-up customers and track their progress until they activate.

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Run Repeated Work with a Workflow

Create a workflow for work that repeats under the same conditions, such as recurring analysis and monitoring. Workflows mainly define the following information.
  • Run timing: Set the condition that starts the work, such as a date and time, received email, or social media change.
  • What to do: Specify the information to gather, processing to perform, and result you want returned.
  • Integrations: Select the apps and accounts used to gather data or perform work.
  • Destinations: Specify where to share results when needed.
Execution results appear in the task associated with the workflow. After reading them, you can give additional instructions in the same task.

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Track Goal Completion with a Campaign

Create a campaign when you want the agent to continue multiple actions for customers or other target data to reach one goal. In a campaign, the agent mainly does the following.
  • Creates the goal, audience, and action flow from the purpose you describe in chat.
  • Performs the actions you approve based on the audience’s situation.
  • Records progress and goal completion for each customer or target.
  • Creates revisions when you ask to change the campaign.
Currently, create and run customer-facing campaigns with Customer Engagement. It sends email and notifications based on customer sign-ups, purchases, and service use to support activation and repeat purchases.

Understand How Campaigns Work

Learn about examples of campaigns you can create and the basic campaign flow.

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Request Creation and Changes in Chat

You can create both workflows and campaigns by describing their purpose in chat. Use the following items as a guide for what to describe.
  • The goal you want to achieve
  • Target people or data
  • When to run
  • The job or initiative you want to carry out
  • Apps or senders to use
After the agent creates the approach, review and approve the settings. When external sending or starting a campaign is required, make the final decision separately from saving the draft.

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Make the Final Decision Yourself

Review settings and content created by NoimosAI before execution or external sending. People should review the following in particular.
  • The purpose, audience, and run conditions match the intent.
  • The data and integrations to use are correct.
  • External content and senders are correct.
  • It is appropriate to perform actions such as starting, pausing, or publishing.
The following pages explain workflows and campaigns in more detail.