Copilot features in Customer Insights - Journeys

Copilot is an AI-powered assistant that helps you create and manage marketing campaigns using everyday language. Whether you're creating segments, emails, or journeys, Copilot simplifies the process and empowers you to reach customers more effectively. With the ability to edit, modify, and refine at each step, Copilot allows you to tailor customer journeys, providing a user-friendly way to connect with customers at every touchpoint. Here are some of the things you can do with Copilot in Customer Insights - Journeys:

How the general Customer Insights - Journeys copilot helps you learn and do more

The general Customer Insights - Journeys copilot is your handy tool for learning and accomplishing tasks effortlessly. It revolutionizes the learning process by enabling users to seek information and perform tasks using natural language queries, accessing direct answers from the documentation. This eliminates the need to rely on external support channels or forums.

For example, while exploring products, Copilot provides real-time personalized recommendations, promotions, and addresses potential concerns based on historical data. Additionally, the Customer Insights - Journeys copilot offers a seamless plugin that facilitates natural language navigation, making tasks not only more accessible but also contributing to an overall more intuitive and enjoyable user experience. Learn more: Responsible AI FAQs for the Customer Insights - Journeys copilot preview

Target the right customers using query assist

Describe your criteria in natural language and let Copilot create segments for your journeys. When you engage with Copilot using conversational language, Copilot offers search term suggestions and even refines the language for optimal results. Copilot's natural language processing (NLP) capabilities enable it to discern context, allowing for dynamic adjustments based on the evolving conversation.

For example, you can type “customers who bought shoes in the last month” and Copilot translates your phrase into a segment query for you. You can refine segments by adding or removing conditions, or by using filters and sorting options. Learn more: Target the right customers using query assist

Create journeys using AI assistance

Write your journey goals and objectives in natural language and let Copilot create real-time journeys for you. Copilot analyzes your intent, offering insightful suggestions for touchpoints, transitions, and milestones, resulting in a more efficient and creative journey-building process.

For example, you can type “create a journey that sends a welcome email to all customers that are part of the loyalty member segment” and Copilot generates a journey suggestion for you. You can edit or modify your journeys by adding or deleting steps, or by changing the settings and parameters. Learn more: Create journeys using AI assistance

Use AI to kickstart email creation

Write key points or select a topic and tone of voice that match your message and let Copilot generate email content. Draft emails by writing a short list of ideas and Copilot suggests fully fleshed-out email content.

Copilot’s AI understands the context of the message, ensuring that resulting emails aren't only grammatically correct but also contain the desired tone and intent. Beyond grammatical suggestions, Copilot provides stylistic recommendations, helping you craft emails that are informative and visually appealing.

For example, you can type “write an email that invites customers to a special sale event and offers them a coupon code” and Copilot generates an email template for you. You can customize your email templates by changing the layout, colors, fonts, and images. Learn more: Use AI to kickstart email creation

Smart image recommendations

Get image recommendations that complement your email content. Copilot interprets the written and visual context of your messages, ensuring that the recommended images enhance rather than detract from the overall communication.

Copilot's AI goes beyond simple keyword matching. It performs semantic analysis, interpreting the meaning behind the words in the email. This allows Copilot to offer images that not only match specific terms but also contribute to the overall narrative or concept conveyed in the text.

For example, you can type “show me images of shoes on sale” and Copilot displays a gallery of images that you can choose from. Learn more: Use images in your content

Refresh and perfect your message

Use Copilot to improve and polish your content. Copilot excels at understanding the context of the provided content. When you give Copilot a passage to rewrite, it considers the surrounding text, grasping the tone, intent, and specific nuances.

Copilot's language model incorporates advanced grammar and style rules. When rewriting content, Copilot automatically identifies and corrects grammatical errors, improves sentence structure, and suggests enhancements to boost the overall writing quality.

For example, you can type "revise this paragraph for a more formal tone" or "make this section more concise," and Copilot intelligently interprets your instructions and provides dynamic content suggestions. Learn more: Refresh and perfect your message

Style your emails with AI-assisted themes

Elevate your email communication to new heights with AI-assisted themes. Define the visual appeal of your emails effortlessly by describing your preferences using natural language and Copilot takes care of the rest.

For example, you can type "give this email a professional and modern theme" or "create a friendly and inviting look for this message," and Copilot transforms your vision into a stunning email theme. Learn more: Style your emails with AI-assisted themes

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