You can now handle ad campaigns inside your CRM by simply describing what you want to do. Instead of clicking through multiple screens, you can ask for help creating campaigns, reviewing results, updating settings, and managing audiences for Meta and Google Ads from one conversation.

📌 Why This Matters

For small business owners, running ads can feel time-consuming and technical. This conversational ad management feature makes it easier to set up campaigns, check performance, and make changes without hunting through menus. It helps you save time, stay organized, and keep control since campaigns stay in draft mode until you approve them.

✨ What’s New

• Create campaigns by describing your goal: You can ask your CRM to build campaigns for supported Meta and Google ad types, including lead generation, website traffic, engagement, sales, search, and demand generation.
• Manage current campaigns in one place: View active campaigns, filter results, review performance, edit settings, clone campaigns, or pause and resume them through a simple conversation.
• Build and manage audiences: Create audience groups for website visitors, customer lists, lead form engagement, lookalikes, interests, and more without manually searching for IDs or setup details.
• Pull in campaign resources: Access useful setup items like pages, Instagram accounts, pixels, lead forms, conversion actions, keywords, locations, languages, and targeting options while building your ads.
• Review performance more easily: Ask for summaries, metric breakdowns, trends, and suggestions for improvement across campaigns, ad groups, ads, and keywords over a selected time period.
• Stay in control with approval steps: Campaigns are saved as drafts first, and actions like publishing, deleting, or disconnecting accounts always require confirmation.

🛠️ How to Use It

1. Step 1: Open the AI assistant inside your CRM.
2. Step 2: Type what you want to do, such as creating a lead generation campaign, checking active ads, or asking how a campaign is performing.
3. Step 3: Answer any follow-up questions about budget, audience, targeting, or campaign goals.
4. Step 4: Review the drafted campaign or suggested action before anything goes live.
5. Step 5: Approve the action when you are ready to publish or apply changes.

Helpful examples include:

• Create a lead campaign: “Create a Meta lead generation campaign.”
• Start a search campaign: “Build a Google Search campaign for my website.”
• Check current ads: “Show my active campaigns.”
• Improve results: “How can I improve this campaign?”

💡 Pro Tip

Use this feature to review ad performance every week and make small approved changes quickly, because faster decisions can help turn more ad spend into real leads and sales.