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Overview

To get started with customer engagement, describe the campaign you want in chat. The agent creates the goal, target customers, entry conditions, messages, and campaign steps together. This page explains how to enter a request and revise the campaign draft. Because the agent creates the full campaign, you do not need to configure every step one by one at the start. You can revise the whole draft in chat or edit an individual step directly in the canvas.

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Create a New Campaign

Create a new campaign in the following four steps. When complete, a draft ready for review appears in the campaign canvas.
  1. In chat, describe the goal you want to achieve, the target customers, and what you want to send.
  2. The first time only, answer the agent’s questions about your workspace’s business type and customer data.
  3. If information is missing, answer questions about entry conditions or sending timing.
  4. Review the campaign draft created by the agent.
For example, to send onboarding guidance to newly signed-up customers, you can ask:
If customer data or a sender is not ready yet, you can skip the questions and create a draft only. Complete the necessary settings before you send messages to real customers.

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Review the Campaign Draft

After the agent creates a draft, review whether it is consistent from the goal through to the end. Review the following items in order. If you want to change something, describe the location and the desired change in chat. For example:
To adjust a specific step in detail, open that step in the canvas.

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Choose a Business Type

The first time you use customer engagement in a workspace, choose the business type that fits the business managed in that workspace. The type you choose determines the customer-data fields and views that are prepared. Choose from the following three business types. The business type applies to the entire workspace. The same question does not appear when you create later campaigns.

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Configure the Information Required for a Campaign

To run a campaign, you need customer data for the target audience and a way to send messages. The agent asks about any information that is missing in chat. Configure the following four items before starting. When you use an event as an entry condition, send a test event from your published website and make sure its received time appears in NoimosAI’s event list.

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Open an Existing Campaign

To change an existing campaign, select it from the campaign selection screen. When you select an existing campaign, its current Campaign steps open. Pause a running campaign before editing it. The following pages explain how to configure customer data, campaign steps, and delivery preparation.