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Agentic Content
Generate, refine, and publish personalized, on-brand content and images for email, SMS, MMS, and RCS campaigns in a collaborative AI workspace. Ground generated content in your marketing briefs, customer data, and brand guidelines. Generate channel-ready content variations side by side, while applying personalization and localization. Teams can review, refine, and approve content and images. When content is ready, publish it to Salesforce CMS for use in campaigns.
- Set Up Agentic Content
Before marketers can generate and refine agentic content and images, prepare your org. Confirm prerequisites and permissions, turn on required channels, configure personalization, and set up the channels you want to create agentic content for. - Key Concepts
To help you get the most out of generating and using agentic content, get familiar with key concepts. - Before You Generate Content
For the best results, create your brand, marketing briefs, images, and other assets before generating content. Use these resources to ground your content and make sure that your content follows corporate standards and aligns with campaign goals. - Create a Workspace and Generate Content
Create an agentic content workspace, add grounding, and generate personalized content for email and messaging channels, tailored to your requirements and audience. - Refine Agentic Content
In the prompt window, ask to refine generated content for email and messaging channels, including headlines, subject lines, tone, images, and other elements. - Edit Content Manually
Edit generated content for email and messaging channels directly for precise messaging and design control, including HTML, CSS, and image updates. Select an element in the canvas, such as text, an image, or a button, to reveal editing tools available for that element. - Connect Data Sources for Personalization
Connect a data source to the current workspace by entering a request in the prompt window, or by selecting a data source manually. - Change the Audience
Audiences are automatically generated from a connected brief for a workspace. Modify the audience by entering a request in the prompt window or by selecting an audience manually. - Work with Content Variants
Create alternate versions of generated content to test different creative directions, audiences, or locales while keeping the same campaign context and grounding. Make targeted edits, update images, change personalization options, generate a localized variant, or create other options with differing subject lines. For example, if your marketing brief or prompt defines more than one audience, you can request to generate a variant with a unique style, tone, and data strategy for each audience. - Translate Content
With one click, generate multilingual variants of your content. - Manage Content in the Workspace
Organize and act on multiple content variants at once in your workspace canvas. - Collaborate on Content
Work together with your team in real time. Share workspaces with team members, see who else is viewing or editing a workspace, and comment on content to gather feedback before you publish. - Preview and Publish Content
Preview content across devices and locales, preview personalization as a specific recipient, and send test emails before you publish. Publish content from your content workspace to Salesforce CMS so that it's available to use in campaigns.
