Whether you’re a marketing leader strategizing the next big campaign or a marketer looking to accelerate your workflow, understanding the Copilot agents within Dynamics 365 Customer Insights – Journeys can help simplify (+ amplify) your marketing efforts from creation to launch. Here’s a breakdown of the available features:
Less time filtering data, more time on messaging with Query Assist
Your campaign strategy is set, and your audience is locked in. Now what? Using simple language to describe your target audience, the Query Assist feature translates your description into actionable clauses for your queries. For example, if you type “current customers who live in Texas,” Copilot automatically creates a segment query based on your input. Query Assist can help marketers spend less time filtering through data and more time focusing on curating messages that resonate with their customers.
Protect your brand with AI-Assisted Themes
Branding is important, and that includes your digital communication. Copilot’s AI-assisted theme feature enables you to bring in fonts, colors, and even header elements directly from your brand’s website. You can also define your desired aesthetic using natural language prompts, like “give this email a professional and modern theme.” Copilot handles the rest, ensuring your email’s visual elements reflect your brand.
Meet your brainstorming partner: Content Ideas
Curating compelling emails is both an art and a science, with messaging that resonates with customers in your brand voice. Not a copywriter? Start with the Content Ideas feature by adding a list of key points (e.g., “donations of $25,000 or higher, grant access to the President’s Club”) and select from several tones of voice. Your Copilot agent crafts several copy options to choose from. As with most AI solutions, we recommend using this feature as a starting point, and tweaking the result as appropriate.
Refine your copy with Content Rewrite
Took a stab at your content but need a little…umph? Content Rewrite uses AI to adjust your content according to specific instructions, such as changing the tone or making it more concise.
Serve up new creative with Smart Image Recommendations
Content isn’t just about copy; creative also plays a critical role. Use Copilot within Dynamics 365 Customer Insights – Journeys email to find alternative images that complement your email copy. The tool achieves this by going beyond simple keyword matching, using semantic analysis to review not just words but their context and meaning to serve up the right creative.
Put it all together with AI-assisted Journey Creation
Ready to architect your journey? Copilot simplifies this process with its AI-assisted journey creation. Using natural language, Copilot generates a roadmap complete with touchpoints, transitions, and milestones. For example, by typing “assign a phone call activity to the contact owner when a contact opens an email,” Copilot pulls the required tiles into the journey, saving marketers time and effort. As with any Copilot feature, give it a once-over and update as needed before you publish.
It’s important to have a plan in place to get the most out of it when it comes to leveraging generative AI for customer engagement success, but you can start small with Copilot features within Dynamics 365 Customer Insights – Journeys. To learn more about how to drive customer engagement success with AI, including Copilot, check out our recent webinar or contact Coffee + Dunn today.