--- schema_version: "1" id: 6155c8f4cb80bfe69db549a664947c2e8df7bccfd799a493685924613bb0c91c title: Agentforce Agents in Marketing Cloud Next collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_einstein_copilot_in_mc.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 2a6b2dd6ffb84cb8e53c7cb939446df507f83bb03e401611dc45e96fccd426b2 description: Use AI to draft, refine, and generate multichannel and conversational marketing campaigns. Start by drafting a campaign brief and describing your campaign objective when prompted. View and refine campaign previews directly in the brief record for faster, more effective campaign creation. Use AI to refine saved campaign content directly in Content Builder, and use AI to analyze and optimize campaign performance. products: - Marketing release: "264" --- # Agentforce Agents in Marketing Cloud Next Use AI to draft, refine, and generate multichannel and conversational marketing campaigns. Start by drafting a campaign brief and describing your campaign objective when prompted. View and refine campaign previews directly in the brief record for faster, more effective campaign creation. Use AI to refine saved campaign content directly in Content Builder, and use AI to analyze and optimize campaign performance. [View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only."). For information about currently supported languages, see the agent [Considerations](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_considerations_modelcards_overview.htm&type=5&language=en_US) documentation. #### See Also - [_Salesforce Help_: Activate AI Features in Marketing Cloud](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&release=264.0.0&type=5 "Marketing Cloud Next includes features that use generative AI and predictive AI to save time and improve your key performance indicators (KPIs). These features aren't dependent on each other, so you can choose the features that best fit the needs of your business.") - [Content Personalization in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_personalization.htm&release=264.0.0&type=5 "To increase customer engagement and improve conversations, personalize your marketing content. Create one email with dynamic content variations that appear for different recipients based on targeting rules. Get timely and accurate results for merge fields in marketing messages, landing pages, and reusable content blocks by referencing personalized data. For example, include a name attribute from a customer’s unified individual profile, include product purchase or subscription event data, or reference attributes from across related data objects, such as a contact from an account.") ## Generate Campaigns with Agentforce Draft a campaign brief, refine campaign messages and flow, and generate a campaign with Agentforce. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png) Note You may see a Brand Center workspace in your Marketing Cloud Next org. This is a placeholder — Brand Center is currently in limited GA and not yet available for general use. No action is required. 1. On your Marketing App home page, click **New Campaign** | **Draft with Agentforce**. Or, click the Agentforce icon to open the Agentforce chat window and generate a brief. 2. Describe your campaign objective when prompted. Provide as much detail as possible to ensure that the Campaign Creation agent generates an accurate draft brief and campaign preview. For example, use a prompt like "`Create a campaign based on the New Fall Clothing Line brief that targets customers who have purchased hiking gear in the past.`" You can also reference an [existing brief](https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_create_brief.htm&release=264.0.0&type=5 "Define your campaign goals, audience, measures, key messages, and calls to action in a marketing brief.") or a strategic document you’ve uploaded to [Salesforce Files](https://help.salesforce.com/s/articleView?id=experience.collab_files_uploading.htm&language=en_US). For example, in the Agentforce panel, enter: “`Create a brief based on the May Customer Re-engagement brief.`” or “`Create a brief based on the June Promotion file I just uploaded.`” 3. You can ground your campaign brief in the tone and voice of your brand or by defining fields that provide more context. On the brief Details tab, add your CMS brand or define strategic grounding fields such as goals, KPIs, priority, or guardrails in the brief. 4. If prompted, specify whether the campaign should be conversational for two-way engagement with your audience. 5. Review the draft brief details and save your brief. 6. Generate and preview your new campaign. Based on the brief details, the agent generates a campaign preview, which is also saved as part of the brief. The campaign preview includes a proposed name, campaign flow, and message content for multiple channels, or campaign steps, such as email and SMS. ![Agentforce chat panel and Campaign Preview in Marketing Cloud Next.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/mktg_campaign_preview.png) 7. Review and refine the campaign preview as needed. 1. To refine campaign structure such as changing the flow to one email, on the brief’s Campaign Preview tab, click **Refine Flow**. Or, in the chat panel, give the agent instructions, such as “`Revise the brief to include an additional SMS reminder about the promotion.`” 2. To modify messages, the message channel, or the tone, click **Refine Message**. 3. You can also adjust wait times between messages. If your campaign is conversational, you’ll see a final step in the campaign preview called “Forward to Agent,” which is added to the underlying campaign flow. This final step specifies how to handle the email response from your customer. 8. Save the campaign. When you’re satisfied with the campaign preview, you can save it as a final campaign. This final campaign record includes all messages, adjusted wait times, and links to the associated brief. After you save a campaign, you can no longer refine preview steps. You would need to unlink the campaign from the brief to start a new campaign preview. If you remove a brief from a campaign, the related segments and content remain, but the agent can no longer help you with that campaign. ## Summarize Campaign Results and Optimize Campaign Performance Agentforce empowers marketers to improve campaign effectiveness with metrics and insights. 1. In the Agentforce chat panel, simply ask the agent to provide a summary of your campaign. The agent tells you the number of opens, the clickthrough rate, and message delivery stats. 2. You can also ask for insights about a campaign’s performance. For example, ask the agent "`Show me insights for the Summer ‘25 promotion campaign.`" The agent action, Generate Campaign Insights, analyzes the first flow in the campaign to provide insights, such as which channels demonstrated better engagement over time, and recommendations for improving future campaigns. ## Agent Actions and Flows The agent actions Create a Campaign from a Brief, Draft a Campaign Brief, Save Campaign Brief, and Save Campaign are powered by Salesforce Flow. Your admin can modify the flows that power these actions in Flow Builder, tailoring them to your specific business needs. For example, integrate with other systems, assign a campaign owner, send notifications to other teams, or add business logic like approval steps. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_important.png) Important If you use required custom fields in a campaign, you need to modify the flows that support the Save Campaign Brief and Save Campaign actions to provide the correct values for the custom fields. ## Agentforce in Marketing Cloud Next in Action ## Refine Campaign Content with AI in Content Builder Another way to use AI to refine content in your campaign process is directly in Content Builder. When you click a sparkle button ![ornamental](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/mktg_content_icon_sparkle_white.png), the agent drafts or revises text for your email, landing page, or SMS message. The content that the agent generates is grounded in your campaign brief, the assigned brand, and the existing content on the canvas. To revise the text, click **Try Again**, select a follow-up action to change the length or tone, or refine the text by key message or target audience. ![Use the AI agent in content builder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/Einstein_Copilot_in_content_builder.png) You can also ask the AI agent to create an entire section for your email or landing page. Specify the number of columns in the section and the components in each column. And, you can ask the agent to create content for the components in the section.