Omnisend Agent Chat is an AI-powered assistant available from the Omnisend sidebar. You can ask questions about your marketing performance, receive recommendations, and take supported actions without leaving the page you are working on.
Note: Omnisend Agent Chat is currently in Beta and is being gradually rolled out to eligible brands. If you don't see Omnisend Agent Chat in your account, it may not be available for your brand yet.
Before You Begin
Omnisend Agent Chat is available on Standard and Pro plans.
Agent works with data from the active Omnisend brand. Available insights and actions depend on your account data and setup.
Users with the Analyst, Campaign Coordinator, or Content Creator role can see Agent Chat, but cannot use it.
Omnisend Agent Chat in the sidebar replaces the previous chat that was available only in Reports and lets you do more than analyze reporting data.
Important: Omnisend Agent can make mistakes. Review important metrics, recommendations, generated content, and account changes before you use or approve them.
What You Can Do With Omnisend Agent Chat
With Omnisend Agent Chat, you can:
Analyze performance: Analyze Email Campaigns, Automation Workflows, Contacts, revenue, and deliverability.
Get recommendations: Get recommendations based on your account data and marketing setup.
Create drafts: Create Email Campaign and Automation Workflow drafts, A/B tests, and Contact segments.
Update content: Update supported content in existing drafts.
Continue conversations: Continue a conversation while navigating between supported Omnisend pages.
Open Omnisend Agent Chat
In your Omnisend account, click the Omnisend Agent sparkle icon in the upper-right corner.
The Agent Chat panel opens beside the page you are viewing.
Enter your own prompt: Type your question or instruction into the chat field and send it.
Choose a suggested prompt: Select one of the examples displayed when you open Agent. Click More suggestions to explore additional prompts.
Expand or Close the Sidebar
Use the controls in the upper-right corner of the panel to change its size:
Click Expand to open a wider view.
Click Collapse to return to the standard sidebar.
Click Close to hide the panel.
💡 Closing the panel does not end the current conversation. You can reopen Agent Chat during the same login session.
Continue Working Across Pages
The sidebar remains open as you move between supported Omnisend pages. If you are using the expanded view, Agent Chat returns to the standard sidebar width when you navigate to another page.
Note: The sidebar is not available inside some builders and setup flows, including the Campaign, Email, Automation Workflow, Signup Form, and Keyword Reply builders. Return to a supported page to open Agent Chat again.
Ask Questions About Your Marketing
You can ask Omnisend Agent questions in natural language. Include a date range, metric, audience, or marketing goal when you need a specific answer.
For example, ask:
“Which Email Campaigns generated the most attributed revenue in the last 30 days?”
“Which Automation Workflows performed best this month?”
“How has my Contact list changed over the last 90 days?”
“What were my Email Campaign open and click rates last month?”
“Analyze my recent bounce rates and identify concerning trends.”
“What should I improve first based on my marketing performance?”
Agent may return metrics, explanations, recommendations, or follow-up questions. Reporting results depend on the data and date range available in your account.
You can continue the same conversation by asking a follow-up question.
Review Recommendations for Your Brand
Agent may display recommendations based on your account and marketing setup. Recommendations appear in the Recommendations for your store section when Omnisend identifies a relevant opportunity.
To review a recommendation:
Open Agent Chat.
Expand Recommendations for your store.
Review the recommendation and its explanation.
Select the available action if you want to continue.
Follow the provided steps to review and apply the recommendation.
Recommendations vary by account. The section may be empty if Agent does not identify an applicable opportunity.
💬 For more information, see Omnisend Agent: Recommendations.
Take Action with Omnisend Agent
Omnisend Agent Chat can do more than analyze your marketing performance. Depending on your request and account setup, it can create Email Campaigns, build contact segments, prepare Automation Workflows, update supported content, and perform other actions, such as sending or scheduling campaigns.
The action Agent takes depends on your instructions. For example, asking it to create an Email Campaign draft won't send the campaign. If you ask Agent to send or schedule it, you'll need to approve the action before it proceeds.
Create Email Campaigns
Ask Agent to create an Email Campaign draft for a specific marketing goal or based on an existing campaign.
💡 Example:
“Find my highest-revenue Email Campaign from the past 28 days and create a new draft based on it.”
Agent can analyze your existing campaigns, identify a suitable one, and create a new draft. You can also ask it to prepare A/B test Campaigns.
Once the draft is created, click Open the campaign in Omnisend to review the content, audience, sender details, and other settings before sending.
Build Contact Segments
Describe the audience you want to target, and Agent can create a segment using the requested conditions.
💡 Example:
“Create a segment of Contacts who haven't purchased in the last 90 days.”
Review the segment's filters, timeframes, and AND/OR conditions to make sure the audience matches your goal.
Create Automation Workflows
Ask Agent to prepare an Automation Workflow draft for a specific customer journey or marketing goal.
💡 Example:
“Create a win-back Automation Workflow draft for Contacts who haven't purchased in the last 90 days.”
Once created, review the workflow trigger, conditions, messages, delays, and exit settings before activating it.
Update Existing Content
Agent can also make supported changes to existing segments, Signup Forms, Email Campaigns, and Automation Workflows. This lets you update supported content without starting from scratch.
💡 Example:
“Add a text block to my win-back Email Campaign with the message: We miss you!”
After Agent completes the request, open the relevant item to verify the changes.
Note: Some actions depend on the status of the item. For example, Email Campaigns that have already been sent or started sending cannot be edited. You can create and modify a copy instead.
Review and Approve Actions
Some actions, including sending or scheduling an Email Campaign and deleting an item, require your explicit approval before Omnisend Agent can proceed.
When an approval card appears:
Review the proposed action.
Click Details to inspect the proposed action.
Click Approve to continue or Cancel to stop the action.
⚠️ Always verify the Email Campaign, audience, content, timing, and other settings before you approve an action that can affect contacts or your data.
Manage Your Conversation
Start a New Conversation
Click Start over at the top of the Agent panel to clear the current conversation and begin again.
Your conversation history is available during the current login session. Starting over or logging out clears the conversation history.
Copy a Response or Share Feedback
Click the Copy icon below a response to copy its content.
Click the thumbs-up or thumbs-down icon to share feedback. Describe what worked or what could be improved, then submit your feedback.
Tips for Writing Effective Prompts
Omnisend Agent understands natural-language requests. However, giving clear instructions helps Agent better understand your goals and return more relevant results.
Be Specific About Your Goal: Explain what you want Agent to accomplish, rather than using a broad request.
Include Relevant Details: Specify important details such as:
Timeframe: Last 30 days, this month, or a specific date range.
Metric: Revenue, click rate, open rate, or another performance measure.
Audience: Which Contacts or customer group you want to target.
Desired outcome: Whether you want an analysis, recommendation, new draft, or update to an existing setup.
Give Clear Instructions for Actions: When asking Agent to create or modify something, identify the item and explain what should change.
Ask Follow-Up Questions: You can build on previous requests within the same conversation. Agent can use the context of your conversation to understand follow-up requests.
💡 Tip: Always review important insights and changes made by Agent, particularly before sending campaigns or activating workflows.
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.
If you need access, contact your account owner or admin to get the appropriate account permissions.
FAQ
Can Omnisend Agent send an Email Campaign or change my account?
Yes. Omnisend Agent can create Email Campaign drafts, build segments, update existing content, send campaigns, and perform other supported actions based on your instructions.
For example, if you ask Agent to create an Email Campaign draft, it will create a draft without sending it. If you ask Agent to send the campaign, it will request your approval before proceeding.
Actions such as sending, scheduling, or deleting require your explicit approval. You can review the proposed action and choose Approve to proceed or Cancel to stop it.
Why don’t I use Omnisend Agent Chat in my account's sidebar?
Omnisend Agent Chat is currently being rolled out gradually to eligible brands on Standard and Pro plans. If you don't see the Agent button yet, the feature may not be available for your brand.
Will my conversation remain open when I change pages?
Yes. Agent Chat remains available across supported pages during the current login session. If you close the panel, you can reopen it and continue the conversation.
Why did Agent create a different audience than I expected?
Review the generated segment filters, values, timeframes, and AND/OR logic. If the result is not correct, describe the required conditions more precisely and ask Agent to revise them.
Is Agent Chat the same as the other Omnisend Agent features?
Agent Chat is the conversational interface in the sidebar. Other Omnisend Agent capabilities, such as features for Signup Forms, Segments, and Email Optimization, are embedded in their respective Omnisend areas.
Need help using Omnisend Agent Chat? Contact our Support team through in-app chat or at [email protected].