Campaign Builder

Turn a short brief into a persona, campaign concepts, a funnel journey, and live SWAI apps.

What is Campaign Builder?

Campaign Builder is the SWAI app where you plan a marketing campaign with AI, then deploy it into your existing SWAI apps — planners, ads, webpages, quizzes, webinars, calendars, and agents.

You use it to:

Describe a campaign goal and let AI draft the starting strategy
Build and approve a customer persona
Choose an AI campaign concept (hook, apps, and growth approach)
Refine the funnel journey with an AI strategist
Deploy into SWAI apps and open each app’s editor when you are ready
Check progress, stats, and a Performance Report

Main screens

Screen	What it’s for
Campaigns	List, search, create, edit, duplicate, or delete campaigns
Wizard	Steps from identity and strategy through persona and concepts
Review	Funnel diagram + AI strategist chat before you deploy
Journey	Live map of deployed apps, editors, stats, and reports

Note: Open Campaign Builder from the SWAI Dashboard. It uses your brand session — there is no separate sign-up inside Campaign Builder.

Before you start

You can create a draft campaign anytime. Deploy usually needs brand assets and connected apps ready in SWAI.

Checklist

Open Campaign Builder from SWAI
Use the Campaign Builder link in the SWAI Dashboard so you are signed in for the correct brand.
Brand profile
Keep brand name, website, and audience details up to date — AI uses them when it drafts your campaign.
Asset folders (for Social Planner / Blog Planner)
Have at least one media folder ready in your SWAI file library. You will pick folders in Before you deploy.
Page Builder / website (if the journey includes a webpage)
Use an existing website or create a new one during deploy.
Calendar or booking (if the journey books appointments)
Have a Calendar ready, or plan to create/select an AI Booking Assistant. If the journey includes a booking assistant, Calendar is not required in the deploy picker.
Nurturing (if the journey includes nurture)
Be ready to select or create an AI Nurturing Assistant.

Important warnings

Warning: If you see Authentication required or Session expired, close the tab and open Campaign Builder again from the SWAI Dashboard.

Warning: Google Ads is not available in Campaign Builder yet. Use the apps shown on your concept cards (including Facebook Ads and LinkedIn Ads).

Tip: Deploy creates drafts and AI jobs in other SWAI apps. You still finish and publish content inside those apps with Open Editor. For planners, that opens Apps → Blog Planner or Apps → Social Planner. For LinkedIn Ads and Facebook Ads, open the draft and use Launch Campaign in that app before ads go live on the network.

Quick start

Open Campaign Builder.
Click Create Campaign.
Enter Goals & description (what you want to achieve and for whom).
Click Start Building (you may see AI Orchestrating... while AI drafts the campaign).
Walk through the wizard: Identity → Strategy → Context → Persona → Concepts.
Pick a concept with Use this concept, then continue to Review.
Optionally ask the AI strategist to adjust the journey, then click Deploy.
Complete Before you deploy if asked, then watch Deployment status.
On Journey, use Open Editor on a node to work in the native SWAI app.

Note: If AI orchestration fails on create, you may still get an Untitled Campaign with your goal text — continue in the wizard and fill in the fields.

Campaigns list

From Campaigns you can:

Search campaigns (name, goal, audience, outcome, location, status)
Open a campaign to resume where you left off
Edit, Duplicate, or Delete a campaign

Column	Meaning
Title	Campaign name
Created At	When it was created
Status	Progress (for example draft, avatar generated, suggestion selected, journey mapped)
Actions	Edit, Duplicate, Delete

Warning: Delete cannot be undone. It removes the campaign record; it does not always remove every asset created in other SWAI apps.

Tip: Duplicate copies the campaign record (name gets (Copy)). It does not fully clone every deployed app asset.

Create a campaign

Click Create Campaign.
In Create New Campaign, fill Goals & description.
Example: “Sell more eco-friendly sneakers to city commuters.”
Click Start Building.

AI turns your brief into starting fields (name, goal, audience, and more) using your brand context, then opens the wizard.

Wizard steps

Progress labels: Identity → Strategy → Context → Persona → Concepts → Review → Journey.

Identity

Step 1: Campaign Identity

Set Campaign Name.
Click Next Step.

Strategy

Step 2: Core Strategy

Campaign Goal
Target Audience
Key Outcome
Estimated Budget

Context

Step 3: Context & Tone

Customer Location
Messaging Style — Professional, Friendly, Bold, or Technical
Content Language — language for generated content (can follow location until you change it)
Click Generate Customer Avatar

Persona

Review and edit the customer persona (also called customer avatar), including:

Name, age, gender, occupation, income, location
Key Challenges, Ideal Solutions, Personal Goals, Benefits to Them

When it looks right, click Approve persona.

Concepts

AI shows campaign concepts. Each card typically includes:

Title and estimated ROI
Suggested Apps
The hook
Growth strategy

Actions:

Use this concept → confirm Submit & continue
Regenerate for a new set of concepts

Warning: If you already built a Live Visual Journey and switch concepts, you will see Switch Campaign Suggestion? — continuing regenerates the journey and clears that progress.

Review

On Review you get:

A funnel diagram of the journey
AI strategist chat (Ask AI to change the journey...)
Concept overview (strategy, objective, growth strategy, ROI, tone & persona)
Save campaign draft
Deploy

Tip: Use chat chips or your own prompts (for example “Add an email follow-up”) to adjust the journey before you deploy.

Warning: If you leave with unsaved diagram changes, you may see Leave this page? — stay to keep editing, or leave and lose unsaved changes.

Journey

After deploy, Journey shows the live map of apps by funnel stage. From a node you can:

Read Strategic Intent
Open Editor in the native SWAI app
View Stats (when analytics are available)
Open Performance Report for the whole funnel

Funnel stages and apps

Concepts and journeys use apps grouped by stage:

Stage	Apps you may see
Traffic	Blog Planner, Social Planner, Facebook Ads, LinkedIn Ads, Email Outreach, Facebook Retargeting
Activation	Webpage, Quiz, Webinar
Conversion	AI Booking Assistant, Calendar, Database Reactivation
Nurturing	AI Nurturing Assistant

Note: Facebook Retargeting and Database Reactivation may show as Configured in the journey without a full product setup in every case.

Note: Deploy order builds downstream steps first (nurture / conversion / activation, then traffic) so traffic briefs can use activation URLs when needed.

Before you deploy

When you click Deploy, Before you deploy may open with tabs:

Traffic / Activation / Conversion / Nurturing

Complete required picks (a red indicator means something is missing), then Continue.

If the journey includes…	You typically select or create…
Social Planner	Social Planner — asset folder
Blog Planner	Blog Planner — asset folder
Webpage	Page Builder / website (or Create new Website…)
Calendar (and no booking assistant)	Calendar (or Create new Calendar…)
AI Booking Assistant	AI Booking Assistant (or create new)
AI Nurturing Assistant	Nurturing Assistant (or create new)

Quiz, Webinar, Facebook Ads, LinkedIn Ads, and Email Outreach often deploy from AI briefs without extra picks in this modal. Ads apps receive drafts — open Facebook Ads or LinkedIn Ads and click Launch Campaign to publish on Meta or LinkedIn.

Warning: Continue stays disabled until required fields are filled. Missing new names can also block you with a toast.

Deployment status

After deploy starts, Deployment status shows each app as Creating / Created (and generation steps such as posts or pages).

Generation can take a few minutes.
Use Retry if a step fails or times out.
Click Done when you are finished reviewing progress.

Reopening a campaign that is still deploying can reopen Deployment status and resume incomplete jobs.

Warning: Timeouts on Blog Planner, Webpage, or Quiz are possible. Retry the step; if a page builder worker failed upstream, try again later or contact support.

Performance Report

On Journey, open Performance Report to:

View funnel volumes across Traffic / Activation / Conversion / Nurturing
Generate report or Refresh an AI performance summary

Use View Stats on individual nodes for app-level analytics when available.

Resuming a campaign

Opening a campaign jumps you to the right step based on status, for example:

Persona ready → Persona step
Concept selected → Review
Journey mapped → Journey

Continue from there; you do not have to restart from Identity unless you want to change earlier fields.

Common warnings and troubleshooting

I can’t open Campaign Builder

Warning: You may see Authentication required or a missing-token message. Open Campaign Builder again from the SWAI Dashboard for the correct brand.

Missing brand context

If you see Missing brand context, confirm you launched the app from a brand workspace in SWAI.

I can’t deploy

Check:

The funnel diagram is valid (invalid Mermaid blocks deploy)
Required Before you deploy fields are filled
You have permission and credits if billing limits AI usage

Deployment is stuck or timed out

Open Deployment status.
Find the failed app step.
Click Retry.
If it keeps failing, note the app name and error, then contact support.

Social or Blog Planner needs a folder

Pick an asset folder in Before you deploy. Without a folder, those planners cannot generate media-backed content.

Webpage / Calendar / assistants missing

Create or select them in the deploy modal. Names for new websites may have a length limit (keep them short).

Stats or editors fail after recreate

If you deleted assets in another app and redeployed, Open Editor or View Stats may fail until the journey node points at a valid asset again.

AI won’t respond

Check your connection and try again.
If billing is enabled, you may need available credits.
File attach in the strategist chat is coming soon.

Glossary

Term	Meaning
Campaign	A saved marketing plan you build and deploy from Campaign Builder
Goals & description	The brief you enter when creating a campaign
Customer persona / avatar	Ideal-customer profile you generate, edit, and approve
Campaign concepts	AI strategy options; pick one with Use this concept
The hook	The concept’s core angle or message
Growth strategy	How the concept uses SWAI apps to grow results
Review	Funnel diagram + AI strategist before deploy
Journey	Live map of deployed apps after deploy
Traffic / Activation / Conversion / Nurturing	Funnel stages in the journey and reports
Deploy	Create or link SWAI apps from the journey and run AI jobs
Before you deploy	Pre-flight picker for folders, website, calendar, and assistants
Deployment status	Progress of creating apps and generating content
Open Editor	Opens the native SWAI app for that journey node
View Stats	Analytics for that app when available
Performance Report	Cross-funnel summary and chart
AI strategist	Chat that can rewrite the journey on Review
Asset folder	Media folder used by Social / Blog Planner
Estimated ROI	Illustrative return shown on a concept card

Need more help?

If something still fails after the checklist above:

Confirm you opened Campaign Builder from the SWAI Dashboard for the right brand.
Confirm deploy picks (folders, website, calendar, assistants) match the journey.
Check Deployment status for the failed step and try Retry.
Contact your SWAI admin or support with the campaign name, step, app node, and what you expected to happen.

Related Help: LinkedIn Ads and Facebook Ads (launch drafts created from journeys), plus Blog Planner, Social Planner, Page Builder, and Email Outreach as used in your funnel.