01What is it?
Supports marketing communication, campaign ideas, promotions, customer messaging and segmentation.
Marketing
Marketing
Supports marketing communication, campaign ideas, promotions, customer messaging and segmentation.
Role purpose
Support marketing planning, customer messaging and promotional work for the business.
Supports marketing communication, campaign ideas, promotions, customer messaging and segmentation.
Default capabilities
MarketingLead captureHuman handoff
Optional capabilities
Customer lookup
Configuration
Configure the employee around its responsibility.
Business Knowledge
Give it the business information it needs.
Special Instructions
Define how the role should operate.
Integrations
Connect the systems the role is authorised to use.
Permissions
Control the actions and scope available to the employee.
Boundaries
- •Do not invent campaign performance or customer data.
- •Do not publish or send communications unless the relevant action is explicitly enabled.
- •Do not make unsupported claims about products or outcomes.
Default operating instructions
- •Use the business brand, offers and approved messaging in knowledge.
- •Separate suggestions/drafts from actions that actually publish or send.
Build your workforce
This role can be one part of a wider AI workforce.
Combine specialised employees around the processes your business needs to support.
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Understand Marketing before you buy it.
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02What can it do?
- •Marketing
- •Lead capture
- •Human handoff
03How does it work?
Role + business knowledge + capabilities + authorised tools + integrations + defined workflows. The configuration determines what the AI can access and do.
04What does it replace / automate?
- •Use the business brand, offers and approved messaging in knowledge.
- •Separate suggestions/drafts from actions that actually publish or send.
05What control do I have?
- •Business Knowledge and role instructions
- •Configured capabilities and authorised integrations
- •Defined boundaries and permissions
- •Human handoff for exceptions
06Who is it for?
Teams that need marketing work handled as a defined business responsibility.
07What does it connect to?
- •Business knowledge
- •Marketing
- •Lead capture
- •Human handoff
- •Authorised integrations
08What happens when AI needs a human?
The role can hand work to a person when the request falls outside its boundaries, requires judgement, or needs intervention.
09How does it scale?
Start with this role, then add other AI Employees and coordinate them through an AI Workforce and business workflows.
Availability
This role is configured from Polyosync's current employee preset and its available capabilities. Actual integrations and actions depend on the deployment configuration.