Chat sets up a whole Autopilot campaign

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Chat sets up a whole Autopilot campaign

Setting up a new Autopilot campaign from scratch means working through sender selection, timezone, calendar, and goals across several screens. Chat can now do that setup for you.

What changed

You can now ask Chat to set up a new Autopilot campaign, and it will walk you through four questions covering the pieces a campaign needs: which sender to use, what timezone to run in, which calendar to connect for booking, and what the campaign's goal link should be. Once you answer, Chat drafts the full configuration and presents it as a single approval card for you to review.

If you already have lead lists picked out, Chat attaches them to the campaign's audience step as part of the same setup, so you do not need to go add them separately afterward. Any style or tone instructions you give Chat during setup are saved as the campaign's writing guidance, so the AI carries your preferences into how it drafts outreach for that campaign going forward. That means a preference you mention once, like keeping emails short or avoiding a particular phrase, does not need to be re-entered every time you review a draft.

Nothing is created live during this process. The campaign stays in a draft state until you explicitly approve the configuration Chat proposes. You can review every field Chat filled in, and if something is wrong, you can correct it before approving rather than fixing it after the fact in campaign settings. This matters because campaign settings like timezone and calendar are the kind of details that are easy to get wrong once and annoying to catch later, after messages have already gone out on the wrong schedule.

This builds on the same underlying campaign structure as manually built campaigns, so a campaign created through Chat looks and behaves exactly like one you built by clicking through the campaign builder yourself. There is no separate "Chat campaign" type with different capabilities or limitations; it is the same Autopilot campaign, just assembled through a conversation instead of a series of forms.

How to use it

Open Chat and ask it to set up a new Autopilot campaign. Chat will ask you the four setup questions one at a time: sender, timezone, calendar, and goal link. Answer each one; if you are not sure about a setting, you can ask Chat what it means before answering, and it will explain the setting in plain terms rather than expecting you to already know the campaign builder's terminology.

If you want specific lead lists included, mention them during the conversation and Chat will attach them to the audience step. If you want the campaign to write in a particular voice or follow specific instructions (formal tone, a particular value proposition, avoiding certain phrases), tell Chat and it saves that as the campaign's writing guidance. You can be as specific as you want here; the more concrete the instruction, the more consistently the AI will apply it across every contact in the campaign.

Once Chat has what it needs, it presents the full campaign configuration as an approval card: sender, timezone, calendar, goal link, attached audience, and writing guidance all in one place. Review each field. If everything looks right, approve it and the campaign is created in a draft state, matching what any manually built campaign would show. If something needs to change, you can ask Chat to adjust before approving, or edit it directly in campaign settings afterward.

Approving the card does not start the campaign. It only creates it as a draft. You still control when the campaign actually goes active, the same way you would with a campaign you built by hand. That means you can approve the configuration now and come back later, after adding more contacts or double-checking your sequence, before actually turning it on.

If you need to run this setup again for a different segment or offer, you can start a fresh conversation with Chat each time. There is no limit to how many campaigns you can set up this way, and each one goes through the same four-question flow and approval step.

Why it matters

Campaign setup is repetitive once you know what you are doing, but it still takes time to click through every screen, especially if you are setting up several campaigns for different segments or offers. Answering four questions in a conversation is faster than navigating multiple settings pages, and it gives you a single place to review the whole configuration before committing to it.

The draft-only approval step matters just as much as the speed. You get the convenience of conversational setup without losing the checkpoint where you catch a wrong timezone or the wrong calendar before the campaign is live. Speed without a safety check would just mean making mistakes faster, so the review step is what makes this actually usable for real campaigns rather than just a novelty.

For anyone running several campaigns a week, this also lowers the cost of trying something new. Testing a slightly different audience segment or a different goal link used to mean going through the full builder again. Now it is a short conversation, which makes it more realistic to actually run those experiments instead of skipping them because setup felt like too much overhead.

The writing guidance carried into the campaign is also worth taking seriously as part of setup, not treating as an afterthought. Because it applies across the whole campaign, spending a minute being specific about tone and voice while talking to Chat saves you from having to correct the same kind of drafting issue contact by contact later. Instructions like keeping messages under a certain length, referencing a specific product line, or steering away from certain claims all carry forward automatically once they are part of the campaign's writing guidance.

This is also a reasonable way to get a new team member comfortable with campaign structure. Watching Chat ask the four setup questions and seeing how each answer maps to a field in the approval card is a faster way to learn what a campaign actually needs than reading through the full builder interface cold.

Availability

Campaign setup through Chat is available to Autopilot users with Chat access.