Marketing and growth

Conversion Agent

It can plan campaigns, prepare briefs, review audiences, protect brand, measure results and recommend actions, focused on conversion. It works with authorized system context, connected tools and verifiable evidence before closing or escalating a case.

Supports the team in conversion: understands requests, checks sources, prepares recommendations and executes only actions allowed by permissions and policies.

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Signals, actions and outputs

This model keeps the agent from being just a conversation: it defines what it reads, what it can execute and what it leaves ready for the team.

Input signals

conversion requests or alerts
conversion operating data
CRM/CDP
approved budget

Connected tools

campaign calendar
audience builder
brief generator
SEO monitor

Agent actions

Classifies the request within conversion and determines urgency, owner and confidence level.
Checks campaign calendar and audience builder before recommending or preparing an action.
Prepares drafts, tasks, alerts or updates so the team can act faster.
Hands off when confidence is low, there is financial impact, an external commitment, a policy exception or a decision requiring human approval.

Operating outputs

actionable conversion summary with cited sources
recommendation with confidence, owner and next step
evidence ready for review, audit or operational follow-up

How the agent operates

The cycle starts with context, applies rules, executes actions and ends with reviewable evidence.

Reads context

Checks authorized sources, messages, documents or process data.

Reasons with limits

Uses guardrails, thresholds and policies to prioritize and decide next steps.

Acts or escalates

Runs an automation, prepares an answer or assigns the case to an owner.

Leaves evidence

Stores summaries, decisions, errors, files and session traceability.

Operating governance

Guardrails

Human approval for critical changes, sensitive external messages or financial impact.
Role-limited access; every lookup and action is audited.
Mandatory escalation when sources are missing, confidence is low or a policy exception is detected.

Channels

Slack/Teams
CRM/CDP
email platform

Human handoff

Hands off when confidence is low, there is financial impact, an external commitment, a policy exception or a decision requiring human approval.

Evidence

Each interaction can stay linked to session, execution, user, source consulted and proposed or executed action.

Applied real-world pattern

Based on real agents that connect customer data, personalize interactions, recommend next actions and enforce brand and consent rules.

CRM/CDP

email platform

web analytics

paid media manager

Related agents

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Content Agent

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SEO Agent

Supports the team in SEO: understands requests, checks sources, prepares recommendations and executes only actions allowed by permissions and policies.

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Review Conversion Agent with a real process

We validate sources, permissions, available tools and escalation criteria before proposing the first deployment.

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