How to build an agent for marketing
You can build an agent that follows the cycle of a marketing campaign from start to finish: segment, campaign, publication and results, with the record of every stage. These pieces and steps are the starting point, and you assemble them on natuleadan.app, on another platform that connects your equipment, or with open-source pieces, without being tied to a vendor.
The agent works for the marketing operation: the marketing lead decides which segments and channels enter the follow-up and with which limits. Tools with restricted access, such as the networks or the channels, are verified on demand when needed and may be subject to other terms and conditions.
How the agent works
The agent receives the segments, the publications and the results per campaign, and compares them with the configured limits. It decides whether to record, notify or escalate. When a campaign goes out of range, it stops and waits for the lead’s indication before moving the budget or changing the message; if the case is critical, it notifies the marketing team. Every record is noted with time, channel and result, and the history makes it possible to reconstruct any campaign.
How to use the agent
With the channels connected or manual upload enabled, your routine is to review the campaign dashboard, handle escalated cases and adjust limits, segments and recipients when the season changes. The agent never changes a message on its own and always escalates the deviation. You can pause a campaign or remove it from the program without losing its history.
Which tools you can connect
Connecting these tools is not just pasting an API: every connector goes through a normalization process so the data arrives in the same format, and the connection type (API, webhook or file), the security rules and the backup are defined. Your team’s infrastructure also comes in: who manages the credentials, where the connector runs and how it is monitored.
In marketing, the campaigns, the customers and loyalty and the product catalog are connected, in addition to the notice channels to the marketing lead and the marketing team, which can be made of people or robots. When the case calls for it, the prices and promotions, the cash and shifts and the traceability are added to close the history of every campaign, along with the periodic summaries that order the operation.
The contents of the tools must meet the system’s parameters to be usable inside the application: data format, permissions and response times. Our application solves that connection; you can also assemble it with third-party programs or use the application online.
| Code | Tools | What for |
|---|---|---|
| GEN-P01 | General Tools | Reports, notices and operation schedule |
| COM-P01 | Commercial Tools | Campaigns, customers and catalog |
Start now
You can set up this structure on natuleadan.app or on any open platform that connects your tools. If you use the application, create your account as an independent professional or as a member of your store, and save it as a template to build your agent. Usage details live in pricing.