Marketing: what it does, and how it works with your other apps

What Marketing is for

Marketing is the marketing team you couldn’t afford to hire: one AI marketer that does the whole job. It doesn’t start from a blank page. It starts from what your AI agent already knows about your business, and works inside the budget and limits you set.

It runs the whole marketing loop, and every cycle makes the next one sharper:

• Research. It learns your market: trends, competitors, the audiences most likely to buy, and the channels where they spend their time.
• Strategy. It builds the plan with you: goals, audience, channels and a safe budget, with an autonomy setting for each part.
• Studio. It designs creative in your brand, your voice and your colours, for posts, emails and ads.
• Social and email. It publishes to your Facebook, Instagram, YouTube, TikTok and LinkedIn accounts, schedules posts, publishes to your website and blog, answers Instagram comments and DMs, and sends email campaigns through your agent.
• Ads. It runs a portfolio of small Click-to-WhatsApp ads on Meta, moves budget to the winners and cuts the rest.
• Reports. It measures leads, spend and cost per lead against your goals, then repeats what works and drops what doesn’t.

Behind the scenes it plays every role a growth team would:

• Researcher, tracking trends, competitors, audiences and channels near you.
• Strategist, turning research into goals, positioning and a budget plan.
• Creative, designing ad images and copy in your brand and voice.
• Media buyer, launching small ads and moving budget to the winners.
• Analyst, measuring leads, spend and cost per lead against your goals.

It’s built for:

• Owners who do their own marketing. No agency, no marketer on staff, and a list of customers you know you should be writing to more often.
• Businesses that already run an AssistantLabs agent. Marketing reads your business from it, sends email through it, and every ad lands in a chat with it. If you don’t have an agent yet, start there.
• Anyone who wants marketing that reacts. A second email only to the people who didn’t open the first one, a DM to everyone who comments a keyword, and budget that follows the ads that are actually bringing leads.

Your business, and the market around it

Everything else in the app reasons from two things: what you sell, and who else is selling it. Marketing keeps both on the Strategy page, under Product profile and Research.

• Import instead of typing. On your first visit you pick one of your agents, and Marketing copies over its business description, services and prices, FAQ and guidelines. Services it finds mentioned elsewhere, in your FAQ for example, are added to the list too. Marketing only reads your agent; it never changes it.
• A product profile you can trust. Your identity, what you offer, the FAQ and your value propositions, each on its own tab. The app suggests what sets you apart from what your agent already knows, and you finish the value propositions in a short interview with the profile agent: it suggests, you approve or correct.
• The numbers behind a customer. Enter your average sale, your margin, how often a customer buys and for how many years, and how many chats turn into a customer. The app works out what a customer is worth over time, the most it makes sense to pay to win one, and how long it takes to earn that back.
• Research from real sources. Four kinds of findings: competitors (found through Google’s business listings and a scan of their websites), trends (from news, YouTube and Reddit), audiences and channels (from live web search, not guesses). Running it again brings new findings, not the same ones twice.
• Research that stays fresh. Findings update on their own, so the picture your marketer reasons from keeps up with your market: a competitor’s new offer, a trend rising near you.
• Your judgement on top. Label any finding as Key, Opportunity, Threat, Testing, Proven, Watching or Ignore. The strategy agent reads your labels and leans on what you marked, and leaves out what you told it to ignore.

Spend five minutes on the numbers The economics are the one part the import can’t fill in, and they are what turns a strategy from good intentions into limits you can check. A rough average sale and margin are enough to start.

A strategy, written in conversation

A real plan, built with you, not for you. The agent drafts from your profile and your research, and you shape it turn by turn. The strategy is the rulebook: your marketer only ever acts within it.

• Four sections. Goals & KPIs (what success means: leads, sales, spend), Audience & positioning (who you’re talking to and how you stand apart), Channels & funnel, and the ad-portfolio budget with its caps. You can keep more than one strategy, for example one per product line.
• An autonomy dial. Each section is either Auto, where the agent’s edits apply directly, or Approval, where nothing changes until you accept it. Across the app the same idea runs from “ask me first” to “just run it”.
• Budget caps it can’t cross. The limits you set in the strategy are hard limits: every ad, every budget move, every test stays inside them.
• Campaigns inside the plan. Under a strategy you lay out campaigns: their dates, their phases, and which audience you want to try which message on.
• A marketer to talk to. The Home page is a chat with your AI marketer. It greets you with what changed since yesterday and what is waiting for your OK. Ask it what to focus on this month, or to rework your positioning against a competitor it found.
• Build from brief. Paste a brief and the app runs the whole build in order: research, economics, the four strategy sections and a first campaign. Each step shows its plan and waits for Approve & continue. Cancel at any point, and every step you already approved stays.

Prefer to do this work in your own Claude? Under Settings → AI features you can switch off the in-app AI, and switch image generation on or off. Your profile, research and strategy stay readable and editable, and your Claude reaches the same workspace (more on that below).

Studio: creative that looks like you made it

Give it your logo, colours and a few photos once. From then on your marketer designs on-brand creative for your posts, emails and ads, with fresh variations to test and no designer in the loop.

• Media. Upload your images and videos once, tag them, and pick them straight into any post, email or ad. Your marketer draws from the library and adds to it.
• Branding. Your logo and where it sits, brand colours, fonts, tone of voice and tagline. Every email, post and ad takes its look from here, so change it once and everything new follows.
• Imagery. The art direction your marketer follows when it creates images: a social style to start from, the medium, mood words, lighting, whether people appear and who, how your colours are used, what must never appear, and a reference mood board where each example is tagged for the shot it guides.
• Generated creative. Your marketer writes ad copy and creates images in your brand, in Hebrew and English: different hooks, formats and angles for each idea and each audience. You review the variants as cards and pick the winners before anything ships.
• Email templates. Pick one of five styles (Clean, Bold, Elegant, Playful, Minimal) and stack simple blocks: heading, text, image, button, offer, story card, divider. There are no font sizes or margins to fiddle with, which is why it’s hard to make one look bad. Give templates a category and tags, and send yourself a test before using one.

Fill in Imagery before you run ads The more precise the art direction, the more each new image looks like the last one. A few reference photos you love do more than a long description.

Social posts, your website and blog, Instagram automations

Write a post once and send it to every network you use. Then let automations answer the people who comment and message, under your handle, while you get on with your day.

Posts, under Social → Posts:

• Write once, publish everywhere. One caption, one set of images or a video, and the accounts it should go to: Facebook, Instagram, YouTube, TikTok and LinkedIn. Each network gets the caption in the form that reads native there, hashtags included. Want different wording on one channel? Override just that one.
• No surprises at publish time. A channel that can’t take the post (Instagram needs an image or video, YouTube and TikTok need a video) shows why before you publish, not as an error afterwards.
• Schedule it. Pick a date and time in the composer and the post goes out by itself, to every account you ticked.
• Your website and blog too. The same post can be published to your website or blog as a page or an article, from the same composer.
• Posts drafted for you. Your marketer drafts posts for your social channels from your strategy and your Studio, and schedules them for the right time. Nothing goes out without your yes.
• See how each post did. Look at your posts one by one or by channel, with reach, views, likes and the rest of what each network reports. A post shows whether it is live everywhere, live on some channels or didn’t go out, and you can retry the ones that failed.

Instagram automations, under Social → Automations:

• Pick what starts it. Someone comments on a post (any post, or the ones you choose), sends a DM, replies to a story, or mentions your account. Then choose which words count: contains one of your keywords, is exactly a keyword, or anything at all.
• Reply and DM. Reply publicly under the comment and send the person a DM, for example the link they asked for.
• Let your agent answer. Instead of a fixed message, your AI agent writes the DM, from the same prices, catalog and FAQ it answers with everywhere else. Add a fallback message for anything it can’t answer.
• Safe by default. A new automation saves paused, so you can read it back before it reaches followers. Activity shows every event the automations saw, and what they did about it.

Your accounts live under Settings → Channels. Accounts already connected to your agent appear there ready to add, with no second sign-in. Facebook and Instagram arrive together from one Facebook login, and YouTube, TikTok and LinkedIn connect in one step each.

Email campaigns that react

This is where Marketing reaches the people who already know you. Studio holds how your emails look; Email holds who gets them, and what happens after each one.

• Emails, waits and checks. Start from one email, or an email with a reminder. Add a wait between steps, and a check on whether someone opened or clicked an earlier email: they either carry on to the next step or leave the flow.
• Quick layouts or your own designs. Announcement, Promotion (with an offer and a coupon code) or Newsletter, or a template from Studio. A campaign takes a copy, so editing the template later never changes a campaign that is already running. Greet people by first name, with a fallback for whoever has none. Hebrew emails come out right to left.
• Who gets it. Your agent’s contacts (all of them, or only those with certain labels, and optionally only those who agreed to receive marketing), records from your CRM, and addresses you type in. Each address gets one copy, and anyone who unsubscribed is left out wherever they came from.
• Keep enrolling. Turn it on and people who match later, like next week’s new contacts, join the flow on their own. Each person goes through a campaign once, never twice.
• What you see afterwards. Sent, opened and clicked for every email in the flow, and an unsubscribe link in each one.

If an email seems late There is a daily sending limit, and the top of every email screen shows where you stand. When it is reached the campaign doesn’t stop, it waits, and the next emails leave as soon as there is room.

Ads that open a WhatsApp chat

Dozens of tiny ads, not one big bet. Instead of pouring your budget into a single ad, your marketer runs a portfolio of small ones on Instagram and Facebook, watches what performs, moves money to the winners and cuts the rest.

• Every ad is Click-to-WhatsApp. Nobody is sent to a form. A tap opens a WhatsApp chat with your business, where your agent answers, qualifies and books on the spot. The WhatsApp number comes straight from your agent.
• Build an ad in one screen. Under Ads → New ad: a daily budget, the country, the age range, interests picked from Meta’s own list, the image (from Studio or a link), the main text, the headline and the first message the chat opens with, next to a live preview of the ad. Advantage+ audience, which lets Meta look beyond your interests, stays off unless you turn it on.
• Suggest for me. One click fills in a budget and an audience from your business and your strategy, with the reasoning behind the budget.
• Launched paused, run on your say-so. An ad goes to Meta paused; you switch it on and pause it from the Ads list. Changes to the budget or audience of a live ad update the same ad on Meta.
• A portfolio that manages itself. Your marketer creates many angles per idea in image, carousel and video ads, scales the winners and cuts the underperformers, all inside your spending cap. Bigger moves, like scaling an ad’s budget, a new audience or a fresh angle, come to you as one-tap approvals.
• The whole ad account in view. Your marketer sees every campaign in the connected ad account, including ones you made elsewhere, and tells you why an ad that is switched on isn’t actually reaching anyone: a disabled account, a payment problem, a schedule that ended.

The ad account is connected under Settings → Meta Ads: sign in with Facebook, pick the ad account, then the Facebook Page your ads run from.

Reports: every shekel, measured against your goals

No vanity metrics. Your marketer tracks the numbers that decide whether it’s working, and shows its progress toward the goals you set in your strategy.

• Outcomes against goals. Leads, sales and spend at a glance, measured against the Goals & KPIs section of your strategy.
• Cost per lead, ad by ad. What each ad and each channel costs you per lead, and how much of your spending cap is used.
• Trends in plain language. How things are moving over time, explained without jargon.
• A weekly summary, written for you. Your marketer writes up the week: what worked, what it cut, and what it wants your OK for next.
• One picture. Ad results, post reach and email opens and clicks feed the same report, so every channel is judged by the same goals.

Works with your other apps

Marketing brings people in. The rest of AssistantLabs takes it from there: your agent answers, Booking fills the diary, Sales follows up, Helpdesk keeps customers happy, CRM remembers them and Tasks keeps you in charge. One customer, one thread, from the first click to the repeat purchase.

• Agents. The closest partner. Your agent is where Marketing gets your business info, whose email channel sends your campaigns, whose contacts and labels make up your audience, and who answers when a customer replies. Every ad opens a WhatsApp chat with it, your Instagram automations can let it write the DM, and the social accounts it already uses become publishing channels with no second sign-in. You can switch which agent Marketing works with under Settings → Business.
• Booking. An ad’s WhatsApp chat ends in a booked slot: your agent books it in your Booking diary right there in the conversation. Any email button or post can link to your public booking page, and every booking lands on the same contact list your campaigns are sent to.
• Sales. Marketing brings the lead in, and Sales follows up with WhatsApp journeys and wins the repeat business. On the Sales lead board, a lead’s timeline shows which marketing emails they got and whether they opened or clicked, one click away from the email itself, and you can add a lead to an email campaign straight from there.
• Helpdesk. When someone answers a campaign or an ad chat with a problem rather than a question, your agent hands it over and Helpdesk turns it into a ticket, in the same thread that started with the ad. Customers whose issues get solved come back and refer, which is what your next campaign is built on.
• CRM. Any record type in your CRM that holds an email address can be a campaign audience, optionally only records added in the last few days. With keep enrolling on, every new record joins the flow by itself, which is how a welcome series for new sign-ups works. If the CRM can’t be read at launch, the campaign refuses to start rather than email half a list. And because the CRM fills itself from your chats, every person an ad brings into a conversation is remembered there.
• Tasks. Your approvals run through it. Scaling an ad, testing a new audience, a strategy change in a section set to Approval: each one reaches your Tasks board, and you approve or decline in one tap.
• Your own Claude. Install the AssistantLabs plugin from Claude's plugin directory (Customize → Plugins → Discover, search AssistantLabs, Add), then type /al and sign in the first time. Marketing is one of the apps it reaches: your assistant can read your strategy, research and product profile, draft campaigns, templates and posts, and work across all your apps in one conversation. Sending an email and publishing a post are separate permissions, never given for you.

To connect Claude, follow Connect to Claude.

How to get started

Marketing starts from an agent. If you don’t have one yet, build one with Logos first, then come back.

• Open Marketing and sign in. Go to marketing.assistantlabs.io with your AssistantLabs account. If the screen asks for access, request it there.
• Import your business. Pick the agent to import from, and check what came over in the product profile.
• Fill in the numbers and the value propositions. The import can’t know your margin, or what makes you different.
• Run research and label it. Mark what is key, an opportunity or a threat; ignore what doesn’t apply.
• Write your strategy. In the Home chat, or with Build from brief, approving one step at a time. Set your budget caps and how much the marketer decides alone.
• Set your brand. Logo, colours, voice and Imagery in Studio → Branding, and your photos in Studio → Media.
• Connect your channels. Social accounts under Settings → Channels, your ad account under Settings → Meta Ads, and the email channel on your agent in the Agents app.
• Go out. Send yourself a test and launch an email campaign, publish a post, set up an Instagram automation, or build your first ads and switch them on.

Start small Your first campaign doesn’t need to be clever. One email to the contacts under one label and a reminder to whoever didn’t open it, or a handful of small ads on one offer, will teach you more than a week of planning.