Overview

The Campaign Agent in Folloze is an AI-powered way to build personalized, on-brand campaign boards faster and with far less manual setup.

With just a few simple inputs, it translates your strategy, offering, audience, and goals into a structured, ready-to-edit campaign experience — including a complete board and automatically generated ads. By automating repetitive setup work while preserving creative control, Campaign Agent helps teams launch more campaigns, reach more audiences, and maintain consistent brand quality at scale.

You can start from scratch or begin with an existing board or template.

When starting from an existing board or template, Campaign Agent preserves the structure and visual design of the selected board — including sections, layout, and alignment — while generating new campaign messaging and automatically selecting images from your organization’s media library based on your campaign brief.

This guide walks you through how to get started, what to expect at each step, and how to get the most out of the Campaign Agent.

 

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Step 1: Choose How to Start Your Board

To get started, go to:

https://app.folloze.com/app/my_content

and click Generate Board.

A window opens where you can choose how you want to start creating your board.

At this stage, you can also decide whether to generate ads for the campaign. If selected, Campaign Agent will automatically generate on-brand ads based on your campaign brief, logo, and theme. Learn more in the Ads Generation article: Creating and designing Campaign Ads 

Let AI Decide

Campaign Agent generates a completely new board based on your campaign brief.

The AI determines:

• Which sections to include

• The order of the sections

• The messaging and structure of the board

• Which images from your organization’s Org Media Library best support each section

Choose a Template

Select a template and Campaign Agent will generate campaign content tailored to your campaign brief.

The agent preserves the template’s:

• Sections

• Section order

• Visual layout and alignment

while generating:

• Campaign messaging

• Headlines and CTAs

• Images selected from your organization’s Org Media Library

Choose a Board

Select an existing board as your starting point.

Campaign Agent preserves the structure and visual design of the selected board — including sections, layout, and alignment — while generating new campaign messaging and images based on your campaign brief.

After selecting your starting option, the Campaign Agent chat opens, where you define your campaign brief.

 

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Step 2: Define Your Campaign Brief with the Campaign Agent

This opens the Campaign Agent chat, where you define your campaign brief through a short, guided conversation. Each question focuses on a key campaign input, helping the agent understand what you’re promoting and who you’re targeting.

For each question, the agent also offers three clickable suggestions to help you answer quickly. You can select one of the suggestions as-is, use it as a starting point, or ignore them and type your own response.

Your progress (1–6) is displayed at the top of the chat. After each response, the agent summarizes your input for review, and you can make quick edits before continuing.

Campaign Inputs

Product, Service, or Offering (Required)

This is the only required input needed for the Campaign Agent to generate a board.

Describe what you’re promoting and the value it delivers. If you already have product or service information available, you can upload a file or share a public URL instead. The Campaign Agent will automatically summarize the content and use it to tailor your board.

Supported formats include PDF, DOCX, TXT, and CSV files, as well as public webpage URLs. The system extracts relevant descriptions, value propositions, and keywords to improve accuracy.

Target Audience

Define who the campaign is for, such as roles, industries, accounts, or segments.

In the current version, the Campaign Agent creates one board for one audience at a time. Support for multiple audiences and personalization rules will be added in future releases.

Campaign Message

Summarize the main takeaway or value proposition you want visitors to remember.

You can provide as much detail as you like, or ask the agent to help draft or refine the messaging for you.

Campaign Goal

Specify the primary objective of the campaign, such as generating leads, building awareness, or driving event registrations.

If you’re unsure, the agent can help you refine your goal or suggest common objectives based on your campaign type.

Additional Details

Include any supporting context that can help shape the campaign, such as offers, CTAs, or areas of emphasis. These details provide background and intent that the agent uses when generating content.

Generation Instructions

Add specific preferences for how you want the campaign to be created, such as preferred language, tone of voice, or structural preferences (for example, number of CTAs).

Generation Instructions influence the style and structure of the output, while Additional Details provide context about the campaign itself.

Helpful Tips

• Each question includes three suggested answers you can click to respond quickly, or use as inspiration for your own wording.

• You can paste existing briefs or descriptions directly into the chat — no need to retype content.

• Use the chat creatively. The Campaign Agent can help draft, improve, or rephrase messaging, headlines, and more.

• Each campaign input can also be fine-tuned manually from the sidebar for greater precision.

• Before creating your board, you can review and edit any of the information you’ve provided — either in the chat or in the sidebar — to ensure accuracy and tone.

 

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Step 3: Create Your Board

When you finish the conversation, the Campaign Agent prepares to generate your board.

Click Create Your Board to continue.

The board is generated based on your campaign brief and the starting option you selected.

If you chose Let AI Decide, the Campaign Agent creates the board structure from scratch.

If you started from a template or existing board, Campaign Agent preserves the original structure and design while generating new campaign messaging and images.

Behind the scenes, the Campaign Agent interprets your inputs to determine what each section should communicate and which visuals best support the story.

The board name is generated automatically using AI, based on the campaign information you provided.

Once the board is ready, you are automatically redirected to the Designer tab, where you can refine and publish the experience.

 

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On-Brand Design

Images are automatically selected from your organization’s Org Media Library.

If no relevant images are available, the system uses standard section visuals.

Boards always follow your organization’s brand theme, including colors, fonts, and layout, ensuring consistent, on-brand design.

 

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After Creation

Your new board appears under My Boards. From there, you can:

• Edit layout, copy, and images in the Board Designer

• Add relevant content items for the campaign

• Use Generator Agent inside the Designer to refine copy, update images, and manage sections

• Collaborate with teammates by inviting them to the board

• Publish the board for your target audience

 

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What the Campaign Agent Does Well

The Campaign Agent is designed to make campaign creation fast, scalable, and on-brand. It excels at:

• Generating a complete campaign board, including structure, sections, text, images, and flow

• Translating your strategy, offering, audience, and goals into marketing-ready content

• Drafting and refining headlines, value propositions, CTAs, and body copy through simple chat prompts

• Producing boards in any language

• Automatically generating on-brand ads aligned with the campaign brief (when ad generation is selected)

• Maintaining brand consistency by always following your organization’s theme

• Extracting and using insights from uploaded files and shared URLs

 

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Current Limitations

To set clear expectations, the Campaign Agent does not currently support:

• Custom design or color requests beyond your organization’s theme

• Requesting specific content items from your Content Center

• Selecting or placing a specific image on the board

• Creating multi-audience boards or applying personalization rules

 

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Not Included in AI Generation

The following items are not generated automatically and can be added manually after the board is created:

• Registration pages

• Floating sections

• Content selection

 

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Admin Settings and Controls

Header and Footer Configuration

Admins select an Org Template whose header and footer are automatically applied to all boards created through the Campaign Agent, ensuring consistency and brand governance.

Image Management

Campaign Agent uses images from the Org Media Library to visually enrich generated boards.

How images are selected:

• Images are pulled only from the Org Media Library (videos are not used at this time).

• If an organization has few or no images, Folloze can import images from the customer’s top-performing boards.

• Imported images are categorized into relevant libraries.

• Imported images are visible only within Campaign Agent until approved by an admin.

• If no suitable image is found for a section, the Campaign Agent falls back to standard section visuals.

Admin Controls

Admins can manage AI-available images by:

• Deleting images they do not want available

• Moving images to different media libraries

• Approving images, making them available in the Designer as well as in Campaign Agent

 

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Frequently Asked Questions (FAQs)

Can I skip questions or leave fields empty?

Yes. Only the Product, Service, or Offering is required. All other inputs are optional, and you can skip them if they’re not relevant.

Can I change my answers after moving to the next question?

Yes. You can review and edit any answer at any time using the chat or the sidebar before creating your board.

Can I start from an existing board or template?

Yes. Campaign Agent allows you to start from an existing board or template.

When doing so, the agent preserves the sections, order, and visual design of the selected board or template while generating new campaign messaging and images based on your campaign brief.

If you start without selecting a board or template, Campaign Agent generates the entire board structure from scratch.

Can I generate the board in a different language?

Yes. The Campaign Agent can generate the entire board in different languages. You can specify the desired language as part of your Generation Instructions.

Will the board match our brand guidelines?

Yes. All boards created by the Campaign Agent automatically follow your organization’s brand theme, including colors, fonts, and layout.

Can I edit the board after it’s created?

Yes. Once the board is generated, you can fully edit layout, copy, images, and content in the Board Designer.

Why can’t I request specific images or colors during generation?

To ensure compliance and consistent brand governance, Campaign Agent automatically applies your organization’s approved theme and selects images from the Org Media Library during generation.

Can I add specific content items during generation?

At this point, no. Content items are not added during generation. After the board is created, you can manually manage content items in the Board Designer.