Overview

Raleon’s AI Strategist is an agentic workflow that plans, copy writes, and builds email campaigns for lifecycle and retention marketers at DTC-commerce brands.

It combines your brand knowledge, Shopify & Klaviyo data, and Raleon’s proprietary analytics (including AI Segments) to generate everything from complete monthly calendars to "vibe editable," ready-to-send emails.

What it does	Why it matters
Generates monthly calendars, launch sequences, single-email plans and more in seconds	Eliminates tedious calendaring, ideation, and content creation
Produces on-brand copy, layouts, images, segments, and schedules	Replaces lengthy and expensive processes with AI
Pushes finished campaigns to Klaviyo. Ready to send.	Saves hours of manual template and design work
Learns from performance & your feedback	Gets smarter the more you use it

When to Use AI Strategist

Scenario	Recommended Mode
You need a whole month or launch calendar	Plan My Month
You just need a single email fast	Send an Email
You want ideas, research, or data dives without building email	Brainstorm

High-Level Workflow

New Chat → choose a mode (default = Plan My Month).
Describe your requirements and goals just like you would to a marketing colleague or associate. agency AE.
Review & tweak the Plan artifact (or Brief) in chat or the sidebar.
Click Build to lock the plan and open the Summary page.
Generate Campaigns → each row becomes a Creative Brief.
Open a Brief to refine copy, layout, images, segment & send date.
Generate Email (optional) → push to Klaviyo when ready.

Best Practices & Pro Tips

Tip	Detail
Keep plans ≤ 20 emails	Current LLM context window yields best obedience under ~20 items. Use multiple plans for bigger campaigns.
Talk to it like a human	The richer the business context you supply up front, the better the plan.
Use statuses for teamwork	“Ready for Copy”, “Needs Design”, “QC” etc. show up in Command Center filters.

For more detail, see the sub-pages: Main Chat, Creative Brief Chat, and Knowledge.

Updated 5 months ago