Kick off a multi-step AI plan that reasons over your trade data.
Follow these steps
1
Start a strategy conversation
Open the Strategizer and tell it what you want a strategy for — a product, a service, or a new market you’re entering.
2
Give it three things, nothing more
It needs a description of your product or service, who your target audience is, and your main goal (brand awareness, user acquisition, revenue growth — whatever it is). That’s deliberately all it asks for; it works out market details, positioning and messaging itself.
3
Review the Core Strategy
It comes back with a short bullet-point summary — not a wall of JSON — covering your business goals, target audience and unique value. Reply to approve it, or say what to change.
4
Approve Messaging, then the Campaign Plan
Once you approve the Core Strategy, it immediately builds a Messaging Framework aligned to it, then a Campaign Plan (with an email and content workflow) aligned to both — you approve each in turn, and it moves to the next step on its own.
5
Come back to check status
A strategy tracks its own progress across the three parts, so you can leave mid-way and pick the conversation back up later to finish or revise it.
Saying 'yes' is what actually saves it
Nothing in this conversation is saved by the AI just talking about it — a strategy section is only written down once you approve it and the agent’s save step reports success. If it doesn’t confirm a save, it isn’t saved yet.