What the AI assistant can do in Sendvio

Once connected, Claude or ChatGPT can read your results and audience, and create or edit campaigns and automations. Nothing is sent to customers without your review.

Updated September 21, 2026 · 1 min read

Steps

1. Open Settings → AI MCP to review the available tools and example prompts.
2. Ask a precise question about your campaigns, audience or automations. Include the campaign name and date range when you need a specific report.
3. For creation or editing, describe the objective, audience, channel, offer and timing. Example: “Create a welcome email for new subscribers using our brand colors.”
4. Review the assistant’s proposed action and any permission or confirmation prompt. Open the affected item in Sendvio to check content, audience and status.
5. For sending, scheduling or activating a workflow, make the intended action explicit and verify the result in Sendvio.
6. If a tool is unavailable or an action fails, check the connection, permissions and error message. Use the matching Sendvio screen or contact support with the action you attempted.