Before you begin:
- The Marketing Agent is available for web apps only.
- You need an Editor role or higher in the workspace to use the Marketing Agent.
Setting up your marketing plan
Review the recommended channels and metrics, set your budget, and choose whether to include competitor research. The plan updates as you answer the Marketing Agent’s questions in the AI chat. Your progress is saved automatically. To continue an unfinished setup, return to Marketing and click Resume setup.
Setting up your Marketing Agent
- Go to your app’s dashboard.
- Click Marketing.
- Click Set up your marketing agent.
- Review the recommended channels on the Marketing plan page. In the AI chat, click Yes, these look right or enter your own answer, then click Send.
- Review the recommended metrics on the Marketing plan page. In the AI chat, click Use these metrics or enter your own answer, then click Send.
- Click a suggested monthly marketing budget or enter your own amount. Click No paid budget to focus on organic growth, then click Next.
- Click Yes, research them or No thanks for competitor research, then click Send to submit your answers and finish setup.
Reviewing and updating your marketing plan
Review your recommended channels, performance targets, budget, and competitor research. Work with the Marketing Agent to update these details as your strategy changes.
Marketing plan with recommended channels
- Go to your app’s dashboard.
- Click Marketing.
- Click View marketing plan.
- Review your plan:
- Marketing channels: See channels ranked as Must have, Medium priority, or Nice to have. Click How this works to see suggested tactics for each channel.
- Key metrics to track: Review the metrics you selected during setup and the targets in your plan. Your budget appears under Targets assume:.
- Competitors: If you included competitor research during setup, review each competitor’s name, website, description, and the market gap identified for your app.
- Click Talk to the agent to update your marketing plan.
SEO and GEO
Improve what search engines and AI assistants find.
Google Ads
Reach people searching for what your app offers.
Social content
Create content for platforms that fit your app.
Working on your action plan
Work through suggested tasks based on your marketing strategy. Each task explains why it may help and shows whether it is assigned to you or the Marketing Agent. Depending on the task, you can preview and copy suggested text, send a request to the AI chat, generate social posts, or ask the Marketing Agent to work on it.
Action plan with tasks for you and the Marketing Agent
- Go to your app’s dashboard.
- Click Marketing.
- Under Action plan, choose a task and use its available action:
- Preview and Copy: Review the suggested text, then click Copy. Edit it as needed before sharing it.
- Send to builder: Open a prefilled request in the AI chat. Review and edit the prompt as needed, then send it.
- Generate posts: Ask the Marketing Agent to generate social posts. This uses 10 integration credits.
- Do it: Ask the Marketing Agent to work on the task.
- Click Mark done when you complete a task. To remove a task from the active list, click Dismiss.
Tracking your marketing performance
Compare your app’s performance with the targets in your plan. Metric data comes from analytics events recorded by your published app, not records stored in your entities. For each metric, you can:- Review its current value, target, and progress.
- Hover over the information icon to see Metric details, including the target and the analytics event that measures it.
- Check whether tracking needs to be added before the metric can collect data.
- Not tracked yet: Your app does not record the required event. During setup, click Use these metrics to ask the AI chat to add tracking, then publish your app.
- Tracking added — waiting for the first event: Your app has not recorded its first event yet. Publish your app to start recording events.
What to expect from your metrics:
- It can take more than an hour for the first data to appear after publishing.
- Metrics use a 7-day window by default. Some metrics may use a 30-day window.
- Your app keeps 60 days of analytics events, so metrics cannot use older events.
FAQs
Click a question below to learn more.Does the Marketing Agent change my app?
Does the Marketing Agent change my app?
Yes, approving metrics your app does not track yet or sending an action-plan prompt to the AI chat can change your app. Review the changes before publishing. Recommendations, targets, and competitor research do not otherwise change your app.
Who can see the marketing plan?
Who can see the marketing plan?
Everyone with an Editor role or higher in the workspace can view the app’s marketing plan. Each person has a separate conversation with the Marketing Agent, but changes to the plan are shared.
Why does a metric show 'Not tracked yet'?
Why does a metric show 'Not tracked yet'?
Your app does not record the analytics event required for that metric. During setup, click Use these metrics to ask the AI chat to add tracking, then review the changes and publish your app.
Can I update my marketing plan after setup?
Can I update my marketing plan after setup?
Yes. Click Talk to the agent on the Marketing plan page. You can also type
@Marketing-agent in the AI chat or click Chat with agent on the Marketing page.Can I start my marketing plan over?
Can I start my marketing plan over?
Yes. You can start over and provide new setup answers.To start over:
- Go to your app’s dashboard.
- Click Marketing.
- Click View marketing plan.
- Click the More actions icon.
- Click Start from scratch.
- Click Delete and start over.