Omnisend Agent is an AI agent that brings AI-powered assistance to different parts of Omnisend. Depending on where you're working, it can help you generate email subject lines, create signup forms, build segments, analyze reporting data, and identify opportunities to improve your marketing.
This guide shows you where to find these capabilities and how to get started.
Before You Begin
Most Omnisend Agent capabilities are available on all Omnisend plans (including Free). Some advanced features require:
Paid plans: Some capabilities, including form generation and product recommender, require a paid plan.
Connected store: Brand Assets, Segments (require contact data).
Check your current plan under Settings → Billing. If you haven't connected your store yet, follow the Omnisend Setup guide.
Quick Access Map
Omnisend Agent is embedded throughout Omnisend. Here's where you can find its capabilities:
Campaigns or Automations → Email Settings: Generate subject lines and preheaders using the AI icon.
Audience → Create Segment: Build contact segments using natural-language prompts.
Forms → Create Form: Generate and customize signup forms (paid plans only).
Settings → Brand Assets → Import my Brand Assets: Import your brand assets to create branded emails.
Email Builder → Product Recommender Item: Add dynamic, personalized product recommendations.
Email Settings → Scheduling options: Optimize email send times for individual recipients.
Reports → Omnisend Agent: Ask questions about your store's performance and explore reporting insights.
💡 New to Omnisend? Start here:
Connect your store → Settings → Store Integration.
Import brand assets → Settings → Brand Assets → Import my Brand Assets.
Create your first form → Forms → Create Form → Continue with AI (paid plans).
Build a Welcome segment → Audience → Create Segment → "New subscribers from the past 7 days".
Brand Assets
What Omnisend Agent does: Applies your brand logo, fonts, and color palette automatically to email templates.
Why it matters: Brand consistency improves recognition and customer trust. Automating this step avoids styling errors and saves time across teams.
How to use it:
Navigate to Store Settings → Brand Assets.
Click Manage Brand Assets.
Click Import my Brand Assets for AI to automatically upload your store assets. Templates now default to your branding.
💬 Learn more: Manage Your Brand Assets.
Subject Line & Preheader
What Omnisend Agent does: Creates optimized subject lines and preheaders tailored to your campaign goals.
Why it matters: Subject lines are your campaign's front door. Strong ones increase open rates and protect your sender reputation. Using AI helps you quickly generate compelling lines while enabling easier A/B testing.
How to use it:
In the Email Settings, click on the AI icon next to the subject or preheader.
Add campaign context (e.g., "last chance," "new arrivals").
Review suggestions and select or tweak.
💡 Tip: If you've already filled in the subject line, Omnisend Agent in the preheader will automatically suggest preheaders without requiring extra input.
Dynamic Personalized Product Recommender
What Omnisend Agent does: Dynamically inserts personalized product blocks into campaigns and automations.
Why it matters: Product recommendations increase click-through and conversion by matching offers to customer intent. Personalization drives relevance, and relevance drives revenue. Remember, customers don’t want generic. This tool helps you speak to multiple audiences in one campaign, reducing send fatigue and improving engagement.
How to use it:
Drag&drop a Product Recommender Item to your email.
Choose one of the personalized options: recently viewed or similar to past purchases.
Omnisend Agent will populate product content per recipient.
💡 Tip: Ideal for both campaigns and automations.
💬 Learn more: Add & Configure Product Recommender Item.
Signup Forms
What it does: Quickly creates or customizes on-brand signup forms using chat prompts.
Why it matters: Building forms from scratch is time-consuming. Omnisend Agent generates layouts, copy, and design in under 2 minutes based on simple prompts like "Create a fall-themed popup offering 10% off for first-time buyers."
How to use it:
Go to Forms → Create Form (paid plans only).
Describe your form's goal and theme (e.g., "summer sale popup with 15% discount for newsletter signup").
Omnisend Agent generates the form in under 2 minutes. Preview it and click Edit in Form Builder to customize.
What it can create:
All types of forms.
Seasonal variations (copy an existing form and ask AI to "transform it into a Christmas promotion").
Multi-field forms with custom headlines, CTAs, and images.
Display and targeting settings.
Contact tags.
Post-submission redirect URLs.
Note: Omnisend Agent for Forms is available only on paid plans. If you can't click on AI options, check that:
You're on a paid plan (Settings → Billing)
Your store is connected (Settings → Store Integration)
You can also generate images with Omnisend Agent inside the Form Builder.
💬 Learn more: Omnisend Agent: Forms.
Segments
What Omnisend Agent does: Builds customer segments from simple, plain-language prompts using AI and guides you through refinement if needed.
Why it matters: Audience targeting is where email success begins. But manually building segments can be time-consuming. Omnisend Agent translates your intent (like “VIPs who haven’t purchased this month”) into precise, usable rules, helping you reach the right people faster.
How to use it:
Go to Audience → Create Segment.
Type your audience description (e.g., “customers who made at least two purchases but didn’t open the last campaign”) → click Generate Segment.
Omnisend Agent will:
Interpret your intent
Build segment rules automatically
Show you a preview of matching contacts
Ask clarifying follow-up questions if your request is ambiguous
💬 Learn more: Omnisend Agent: Segments.
Reports
What Omnisend Agent does: Helps you explore and understand your Omnisend reporting data through natural-language questions.
Why it matters: Instead of manually navigating multiple reports and comparing metrics, you can ask Omnisend Agent questions about your marketing performance and identify trends or areas that need attention.
How to use it:
Go to Reports → Omnisend Agent or access it from any Reports page.
Type a question in plain language (e.g., “Summarize last month's performance”) or select one of the suggested prompts.
Review the generated insights, tables, and recommendations. Ask follow-up questions to explore your data further.
💡 Tip: You can ask questions across different reporting areas in the same conversation, regardless of where you opened Omnisend Agent. Its reporting capabilities are available on paid plans only.
💬 Learn more: Omnisend Agent: Reports.
Troubleshooting
Omnisend Agent stopped responding or says it reached its context limit.
Omnisend Agent may stop responding or report that it reached its context limit when a request contains more information than it can process at once. This can happen because the prompt or conversation is too long, or because the request requires Agent to retrieve a large amount of data.
Try the following:
Start a new chat. If you’re working in a long conversation, click Start over and submit your question again.
Narrow your request. Break large tasks into smaller requests. For example, ask about one group of contacts at a time instead of your entire contact list.
Contact support. If Omnisend Agent still doesn’t respond, contact our support team and include the request you submitted.
💡 Tip: Specific, focused questions usually get faster and more accurate answers.
I can't access Omnisend Agent
Omnisend Agent isn’t available for all user roles yet. During the current rollout, users with the Campaign Coordinator, Analyst, or Content Creator role can’t access it.
To use Omnisend Agent, ask your account owner or admin whether the Manager role or a higher role is appropriate for you.
FAQ
I can't use Omnisend Agent in Forms. Where is it?
If you don't see Omnisend Agent when creating a form:
Ensure you're on a paid plan (Settings → Billing).
Check that your store is connected (Settings → Store Integration).
If you still don't see it, contact support to verify your account setup.
I'm new to Omnisend. Where should I use Omnisend Agent first?
For new stores, start with:
Brand Assets(Settings → Brand Assets) – Imports your logo, colors, and fonts so AI matches your brand.
Forms (Forms → Create Form, paid plans) – Generates a signup form for your first audience.
Segments (Audience → Create Segment) – Build a "New subscribers from the past 7 days" segment to target your first campaign.
Subject Line Generator (Campaigns or Automation → Email Settings → AI icon) – Test AI-generated subject lines for your welcome campaign.
Start with these four, then explore Omnisend Agent Product Recommender as you build more campaigns.
Is Omnisend Agent the same as Omnisend AI?
Yes. Omnisend Agent is the unified name for all Omnisend's AI-powered features.
Which Omnisend Agent features are available on the Free plan?
Omnisend Agent offers different AI-powered capabilities depending on your subscription plan.
On the Free plan, you can use Omnisend Agent to:
Email settings: Create and refine subject lines and preheaders.
Build segments: Generate contact segments using natural-language prompts.
Get recommendations: Receive AI-powered suggestions for supported marketing activities, subject to feature-specific availability.
Some capabilities require a paid plan, including generating signup forms with Omnisend Agent and using Omnisend Agent to analyze reporting data. You can check your current plan under Settings → Billing.
Our support team is still here for you 24/7 via the in-app chat or at [email protected].