Scope
This guide covers setup & configuration for AI Campaign Planner. Availability depends on your tenant package, role and configured providers.
Purpose
Work backwards from an objective to audience, channel and execution.
Define objective, target, dates, evidence and constraints.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Define objective, target, dates, evidence and constraints.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Compare forecast assumptions with actual campaign outcomes.
- Require operator confirmation for assumptions and launch decisions.
Verify the result
Compare forecast assumptions with actual campaign outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Require operator confirmation for assumptions and launch decisions. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.