AI Strategist – Main Chat
The Main Chat is your entry point to AI Strategist. From a single chat window you can:
- converse naturally with the Strategist to "Plan my month," "Send an email," or "Brainstorm."
- view and interact with the live Plan or Brief artifacts side-by-side with the chat
- ideate and iterate until you’re ready to build the campaign
Modes
| Mode | Purpose | Output |
|---|---|---|
| Plan My Month (default) | Design multi-email calendars (product launches, promos, seasonal plans) | Plan artifact with up to 20 campaign rows |
| Send an Email | Produce one campaign email when you need a single send or an update right now | Single Creative Brief |
| Brainstorm | Research, analysis, subject-line ideation, data pulls. No email created. | Chat only |
Switch modes by clicking the button above chat's message box; the contextual “Quick-Start Tiles” in the center of the screen update with common prompts for each mode.
Key UI Elements
| Element | Description |
|---|---|
| Chat Pane (left) | Natural-language interface; supports tool calls for Shopify, Klaviyo, Segmentation, Analytics, Image Gen. |
| Plan/Brief Artifact (right) | Live-updating side panel summarizing campaigns, rationale, suggested segments. Click any row to expand. |
| Build Plan / Build Campaign | Creates the campaigns and moves you to the Creative Brief Chat to finish the campaign and sync to Klaviyo. |
Typical Flow (Plan My Month)
- Click New Chat → keep default mode.
- Tell the Strategist your business context for this set of campaigns: launches, goals, promos, tone.
- Review & adjust the proposed Plan in chat.
- Use commands like:
- “Add three campaigns for our top-selling products.”
- “Balance promos 60 % / education 40 %.”
- “We need 12 emails this month, only send on weekdays.”
- Click Build Plan → land on Summary page for CSV download or inline edits. Use Raleon's statuses for lightweight process management.
- Generate Campaigns to spin up Creative Briefs.
Best Practices
- Chat with the Strategist like its a colleague – the more you share about the brand's goals, objectives, and holistic marketing calendar, the better the output will match the need.
- Leverage data calls – “Show top products last 30 days” auto-pulls Shopify stats. It's like having a Data Analyst embedded in your marketing pod.
- Ask the chat what it can do – the strategist understands its own capabilities. If you're not sure, just ask it.
Updated 3 months ago