Understand performance
Overall results
Overall results
Digging into a campaign
Digging into a campaign
Customers and retention
Customers and retention
Build audiences
Ask for a size first — it’s instant and changes nothing. Save it only when the number looks right.By behavior
By behavior
By how they engaged with messages
By how they engaged with messages
When you exclude people who didn’t engage, ask Claude to also require that
they were actually messaged — otherwise the audience fills up with people who
never received anything in the first place.
By sequence of actions
By sequence of actions
From a list you already have
From a list you already have
Audiences you already saved
Audiences you already saved
Prepare campaigns
Drafting
Drafting
Picking a template
Picking a template
A shopping campaign’s template must contain a product-feed block — that’s what
gets filled with products at send time. Ask for feed-carrying templates and you
only see the ones that qualify.
Fixing a draft
Fixing a draft
Once a campaign is running, only its name, description, budget, schedule and
sending limits can change, and you’ll be asked to confirm first — moving a
schedule or raising a budget on a live campaign takes effect immediately.
A finished or cancelled campaign can’t be edited at all.
Checking before you commit
Checking before you commit
Sending and managing
Sending and managing
When something looks wrong
Before concluding a campaign underperformed, check that it ran at all.Guided methods
The assistant carries a set of growth playbooks. Ask for one by name when you want a rigorous pass rather than a quick answer:Tips for better answers
- Give a time range. “Last 90 days” beats “recently”.
- Name the campaign or audience. Ask Claude to list them first if you’re unsure.
- Ask for the size before saving an audience — it costs nothing and avoids surprises.
- Ask why. Follow-ups are cheap; the assistant keeps the context of what it just showed you.
- Say when to stop. “Draft it but don’t send” makes the boundary explicit — though the confirmation step protects you either way.
- Check who a number counts. Every answer states its population — buyers, contacts we’ve messaged, tracked visitors. Two correct numbers from two questions can still be about different people, so read that line before comparing them.
Full capability list (for reference)
Full capability list (for reference)
Under the hood the assistant has a fixed set of capabilities. You never call
these directly, but this is the complete boundary of what it can do:Reading — account and campaign listings; a campaign’s configuration, its
errors and its run history; funnel, attribution, per-channel, variant, lift,
spend/ROAS and creative reports; creative generation status; data overview and
event catalog; cohort catalog and cohort matrices; retention buckets; growth
equation; LTV and AOV; product coverage and product search; converter profile;
touch fatigue; audience sizing (saved, by rule, or ad hoc); segment listings
with name search; template listings searchable by content, and reading one
template’s copy back; campaign schedules; send previews and cost estimates.Creating and editing drafts — campaigns (autonomous, shopping, triggered),
AI creatives, shopping subject lines, audiences (rule-based or imported) and
templates; editing an autonomous or shopping campaign; pausing, resuming and
cancelling campaigns; updating, pausing and deleting schedules.Sending — confirmation required — launching a campaign, sending a one-shot
blast, dispatching a shopping campaign, adding recipients to a running
campaign, and firing a scheduled run immediately.Not included: moving money, changing billing or account settings, or sending
raw messages outside a campaign.
