From a lead search to a sending campaign in four guided steps, with smart defaults for the rest.
Once you have a set of leads — from a chat search or an imported file — click Add to Campaign and the Agent walks you through turning them into a real, sending campaign in four short steps, right inside the conversation.
Clicking Add to Campaign sends a real chat message naming your selection, and the moment the Agent acknowledges it, the wizard mounts underneath — with the leads already being saved and a real campaign already created in the background before you touch a single field.
Pick which connected sender the campaign sends from — skipped automatically if you only have one connected.
The Agent drafts one subject line grounded in your search description — fully editable. Mention A/B testing in your original request and the A/B toggle is already checked here.
One drafted email body, editable, with {{firstName}}/{{company}} placeholders and the {{AI_CONTENT}} personalization tag included by default — see Campaigns docs for what that tag actually does at send time.
A full summary — sender, subject (and variant B, if enabled), lead count, follow-ups, and schedule — plus a live email preview before you commit to anything.
Notice there's no "how many follow-ups?" or "when should this send?" question in the four steps above — those aren't forced questions. Instead:
Right after the Body step, a draft follow-up sequence opens in a side panel — the same visual canvas used in the manual campaign builder — sized to fit comfortably within your plan's step limit.
Nothing here is an invisible black box: the drafted follow-ups are real content shown for your review, not generated silently in the background.
If you never open the Review step's Schedule "Edit" link, the campaign is set to send immediately with a sensible daily cap once started.
| Field | What it means |
|---|---|
| Send now | Starts immediately, right from the chat — no extra visit to the campaign page needed. |
| Scheduled / Gradual ramp-up | The Agent saves your configuration and hands you off to the real campaign page — you'll still need to set a start date/time there before it actually launches. |
The Review step can generate one real, per-recipient AI-personalized preview using an actual lead from your audience — a genuine send simulation, not a mock-up (and a real, billable generation).
Progress is saved locally as you go — closing the tab or reloading mid-wizard picks up exactly where you left off, and never creates a second, duplicate campaign.
This wizard is for spinning up something new. Already have a campaign live and want to tweak or check on it instead? Head to Managing existing campaigns from chat next.