The Marketing Planning and Operations agent is a generative AI assistant that creates marketing programs and goals in conversation. Describe the plan that you want, and the agent builds it.
Required Editions
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Instead of building your plan field by field, describe what you want in plain language. The agent asks any follow-up questions that it needs, shows you a preview, and creates the programs and goals only after you confirm. It nests each record in the hierarchy as it goes. Your admin sets up the agent from the Marketing Planning and Operations agent template.
What the Template Includes
The Marketing Planning and Operations agent template includes standard subagents and the actions that they use. A subagent handles one type of job. An action is the operation that a subagent performs, such as creating a record or looking up record details. You can customize the subagents and actions to fit how your company plans marketing work.
| Subagent | What It Does |
|---|---|
| Program Hierarchy | Creates marketing programs and places them in the planning hierarchy. |
| Goal Hierarchy | Creates marketing goals and builds multilevel hierarchies of goals under a program. |
| Hierarchy Definitions | Looks up your planning hierarchy setup and the fields that you can set on a program or goal. Use it to select the right group, level, and field values before you create a work. |
The template also includes the standard subagents that most agents use, such as the ones that handle off-topic, ambiguous, or general questions.
What You Can Ask the Agent
Ask the agent to plan in plain language. These examples show what you can say and how the agent responds.
| Instructions | Example Utterance or User Input | Agent Response | Standard Action Engaged |
|---|---|---|---|
| Ask the agent to create a marketing program so that it adds the program to your planning hierarchy. |
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The agent creates the marketing program at the hierarchy group and level you name, and confirms the new program. | Manage Marketing Planning Records |
| Ask the agent to create a program or goal under an existing record so that it links the new work to that record by name. |
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The agent finds the existing program by name, links the new record to it, and confirms. |
Query Records Manage Marketing Planning Records |
| Ask the agent to create goals and nest them so that it builds a multilevel hierarchy of programs and goals in one request. |
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The agent creates each goal, links it to its parent program or goal, and confirms the hierarchy it built. | Manage Marketing Planning Records |
| Ask the agent about your planning hierarchy setup so that you can select the right group and level before you create work. |
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The agent looks up the available hierarchy groups, levels, and fields, and tells you which ones you can use. | Get Marketing Object Metadata and Planning Hierarchy |
What the Agent Doesn't Do
The agent creates records only, and only the records that you have permission to create. Keep these boundaries in mind as you work with the agent:
- It doesn't edit, delete, or re-parent records that already exist.
- It doesn't link goals to campaigns.
- It creates up to 20 records in a hierarchy from a single request.
- It creates records only at the levels where you're an allowed creator, which can be narrower than your assigned permissions.
The agent can link a new record to an existing program or goal as it creates the record. It just can't change the links on a record that already exists.
When you ask for something outside its scope, such as updating or searching for records, the agent tells you what it can create instead.