> ## Documentation Index
> Fetch the complete documentation index at: https://docs.noimosai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get Started with Customer Engagement

> Learn how to describe the campaign you want in chat and review the draft the agent creates.

## 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.

## 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:

```text theme={null}
Create a campaign that introduces initial setup and key features to newly signed-up customers.
Make completing initial setup within 7 days of sign-up the goal, and send three emails.
```

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.

## 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.

| Item             | What to review                                                                           |
| ---------------- | ---------------------------------------------------------------------------------------- |
| Goal             | The outcome is specific and an event or other measure is configured.                     |
| Target customers | The intended list or segment is selected, and customers who opted out are excluded.      |
| Entry condition  | An appropriate event, such as a sign-up, or entry into a segment is selected.            |
| Messages         | The subject, body, links, and sender suit the purpose and audience.                      |
| Campaign steps   | Wait times and branch conditions are appropriate, and every path leads to a goal or end. |

If you want to change something, describe the location and the desired change in chat. For example:

```text theme={null}
Send the second email 3 days after sign-up.
For customers who complete initial setup, stop sending later guidance and move them to the goal.
```

To adjust a specific step in detail, open that step in the canvas.

## 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.

| Business type            | Suitable businesses                                                   |
| ------------------------ | --------------------------------------------------------------------- |
| Product-led (self-serve) | Customers sign up and begin using the service themselves.             |
| Consumer (B2C)           | Businesses that provide products or services to individual customers. |
| Business (B2B)           | Businesses that provide products or services to companies.            |

The business type applies to the entire workspace. The same question does not appear when you create later campaigns.

## 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.

| Item           | What to do                                                                                    |
| -------------- | --------------------------------------------------------------------------------------------- |
| Customer data  | Use data already in the workspace, or import it from a CSV, Excel file, or connected service. |
| Website        | Select the site where customer activity will be recorded.                                     |
| Event tracking | Add code that sends actions such as sign-ups and purchases to NoimosAI.                       |
| Sender         | Choose a Gmail account or verified sending domain.                                            |

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.

## 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.

## Related Pages

The following pages explain how to configure customer data, campaign steps, and delivery preparation.

* [Understand How Campaigns Work](/help-center/ai-team/campaigns/campaign-basics)
* [Manage Customers, Segments, and Events](/help-center/ai-team/campaigns/customer-engagement/manage-customers-segments-and-events)
* [Create and Edit Campaign Steps](/help-center/ai-team/campaigns/customer-engagement/create-and-edit-journey)
* [Configure Senders and Event Tracking](/help-center/ai-team/campaigns/customer-engagement/configure-senders-and-event-tracking)
* [Test, Approve, and Start a Campaign](/help-center/ai-team/campaigns/customer-engagement/test-approve-and-start-campaign)