Plan, build, and launch personalized campaigns from a single chat

Lifecycle marketers I talk to have plenty of campaign ideas. Their best ones never ship.

Most of their week is spent waiting on other people.

Some of my recent conversations echo a familiar set of blockers and compromises:

A marketer at an apparel brand wanted persona-differentiated Mother's Day campaigns. The idea was to send new arrivals to premium buyers and bundles to pack buyers. The persona attributes didn't exist on their customer records. Audiences had to be built across two systems and two teams. The data work alone would have taken weeks, which was not an option. 

They ended up sending one email to everyone, as usual.

Another, at a travel brand, was sending 12 emails a week. Too many landed with one-time browsers, too few with high-intent customers. The signals to tell them apart were in their data. Their segmentation tool couldn't see them. Rebuilding required a new intent attribute, a new audience model, and a Q2 data team sprint.

The sends kept going to the same list on the same cadence.

A third, at a grocery brand, watched a recipe trend take over social feeds for ten days. The catalog had every ingredient. To act, they needed an audience of recent ingredient buyers, filtered by stores with stock, with products enriched as personalization fields, and a suppression rule for recent sends. Each step took a different ticket and the data work outlasted the trend. 

Soon, the trend faded and customers were already cooking something else.

All three marketing teams were stuck on data and execution. But in the real world, signals shift in hours. The systems built to act on them work in weeks, or whenever the next opening in a data team sprint allows.

Introducing your always-on data and execution team

Today, Simon AI launches a new chat experience built for lifecycle marketers to end the bottlenecks, dependencies and handoffs required in today’s marketing systems. It consolidates the work of specialized data, audience, and execution agents operating on 100x data into a single conversation.

You describe what you want in plain language. The agents find the right data, build the audience, and trigger the campaign to your engagement platform.

This gives marketing teams full access to live data and the ability to launch personalization at scale, with more precision and speed. All without traditional tickets, tool switching, or coordinating handoffs and waiting for responses from other teams.

Ship a personalized campaign in one conversation

You run lifecycle for an apparel brand with a broad catalog. NBA-licensed gear is one slice, but your personalization stops at the purchase. Fans get the same post-purchase email whether their team is in the playoffs or eliminated last week. You've been pushing your team to fix this. The post-purchase email should know who's a fan and which team they care about.

You're on a mission this week to ship and prove the idea's value before the premier matchups land. In any other quarter, this concept would have taken weeks of tickets and handoffs across three internal teams.

This morning, you open Simon AI and start working.

Set up a post-purchase campaign for customers who bought in the last seven days. Enrich each customer record with NBA fan status and team affinity to power the personalization in our post-purchase email. Suppress anyone who's gotten more than three sends in the last two weeks. Ship to our engagement platform.

Simon AI comes back with the plan:

• A recent-purchase audience of 4,200 customers
• A fan-classification AI Field built from purchase patterns and team-affinity signals
• A Social Moment for Lakers vs. Celtics tonight
• A send-cap of three in the last two weeks

Each customer record gets enriched with fan status, team, and the moment, ready for the email.

You push back.

Tighten the recent-purchase window to five days, and exclude anyone who unsubscribed from any campaign in the last 30 days.

The agent revises in place. The audience narrows to 2,800 customers. Roughly 35% classify as NBA fans.

You ask for the launch. The audience lands in your engagement platform with each customer's fan status and team affinity attached as profile attributes. You review and approve. The Social Moment fires the send before tip-off.

Tonight, your post-purchase email lands in inboxes with the context that makes each customer feel known by your brand. The work that used to take three teams and three weeks took one conversation and a single morning.

For work that runs longer than a single conversation, create a Project with a goal (retention, repeat purchase, LTV). The agents inherit your goals and context across every chat.

AI is only as good as the data it works on

None of this works without the right data underneath. Most marketing AI is built on a subset of customer data. It sees only the fields, audiences, and signals the marketer and data team thought to predefine. Everything else is invisible to the system.

Simon AI is the most complete customer data solution in lifecycle marketing. It combines the first-party data you already have with the third-party data shaping what your customers want.

Your first-party data is every transaction, profile, browse, and engagement signal in your customer record. Your third-party data is what's happening outside your brand, live world moments that include cultural trends, social moments, and events that shift demand. Simon AI works across both.

The agents read every signal across this combined view. They write enriched attributes and audiences back to your warehouse so that each campaign improves what comes next, and the system gets smarter.

Behind the chat, specialized agents handle the hardest work for you. They read and structure your data, detect real-world moments, coordinate the campaign through to your engagement platform and more. You don't choose which agent to invoke. The system routes the work based on what you ask for in your conversation with Simon AI.

What do you want to do today?

The post-purchase example above is one workflow. The chat handles many of the jobs you do in a typical day.

Audit your data for gaps. Type "What's missing in my customer profiles?" 

Agents identify the fields where you have low coverage, such as customers without lifetime value, segments without engagement scores, or geographies missing from your data. Stop building campaigns on what you assume is true.

Diagnose what's working. Type "Which segments drove the most revenue last quarter?" 

The agents read your campaign performance data and return the answer. No SQL, no analytics ticket, no waiting for the deck.

Build a program from a goal. Type "Build a welcome series for new subscribers." 

Agents propose a multi-step flow to trigger logic, target segments, and sequence emails. You iterate from there.

Campaigns that ship today

In Simon AI, the work runs as you interact with the chat. New fields are created when you ask. Campaigns ship the same day they're conceived. The signals you noticed yesterday are in today's campaign.

You decide which ideas to ship and which customers they're for.

Your week goes back to the work that engages customers and grows your brand.

This is what Agentic Marketing makes possible. The campaigns you ship reflect what's happening with your customers right now, while it's still happening.

Already on Simon AI?

The new Chat is rolling out across customer accounts now. Open it and try it on the campaign you're planning this week, and reach out if you have any questions. 

Not on Simon AI yet?

We'd love to walk through your use cases and show you how Simon AI helps your team ship more of the campaigns you plan. Set up a use case workshop with our team here.