AdPilot AI

Client portal

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Dashboard

Dashboard summaries

Dashboard

Clients

Saved content

Avg CTR

0.0x

Avg ROAS

Total spend

Profile

Workspace profile

Content Library

Client folders organized by channel and date

Communications

Manage customer messages, alerts, and campaign follow-ups

Outbound messaging

Customer communication center

Audience follow-up

Reusable communication flows

New customer welcome Send a short thank-you message with a clear next step.

Offer reminder Follow up before a discount, event, or promotion ends.

Review request Ask happy customers to leave a rating or testimonial.

Win-back campaign Reach customers who have not purchased or visited recently.

Voice AI

AI voice calls and voice message support

Voice campaigns Create voice scripts for appointment reminders, offers, follow-ups, and review requests.

Call routing Plan how calls route to staff, voicemail, SMS follow-up, or support queues.

Voice testing Preview voice tone, script pacing, and customer instructions before launch.

Compliance notes Keep opt-in, consent, quiet hours, and disclosure requirements attached to each client.

RingEx

Unified customer communication inbox

Inbox

All customer chats

12 open

Search messages

Maria G. / catering quote

Client: GlowSip / Owner: Support team / Priority: Warm lead

Maria G.

Hi, can I get pricing for 40 people for next Friday? We saw the catering promo on Instagram.

AI suggestion

Thanks for reaching out. We can help with catering for 40 people next Friday. Could you share the event time, location, and whether you prefer pickup or delivery?

Support draft

I can send a quote today. We also have a 10% catering offer this week if you book before Friday.

Automation

AI response controls

Channels WhatsApp, Messenger, Instagram, SMS, Telegram, WeChat, Facebook, and website chat.

AI routing Classify messages as lead, support, order, review, billing, or urgent complaint.

Human approval Let staff approve sensitive responses before a message is sent.

Customer record Attach the conversation to the client, channel, campaign, and customer history.

Email Marketing

Create AI-assisted email campaigns, manage batches, and schedule sends

Campaign builder

Email campaign setup

Provider API status From name From email

Batch list Schedule date Schedule time Recurring

Subject line AI brief Email body

Batch lists

Upload, group, label, and manage recipients

Group label Upload CSV/TXT

Batch emails

API providers

Email service plans and code libraries

Saved campaigns

Reuse past email campaigns

Brand Management

Keep brand voice, visuals, offers, and creative rules consistent

Brand system

Brand controls

Voice Friendly, confident, helpful, and direct.

Visual style Colors, logo rules, avatar choices, and ad layouts.

Offers Approved discounts, bundles, trial language, and CTAs.

Compliance Claims, disclaimers, SMS consent, and platform rules.

Creative assets

Brand asset library

Customer Ratings

Automated response setup

Active draft

Review source Auto-response mode Low rating threshold Notify staff

Positive rating response Low rating recovery response

Automation flow

Capture rating from connected review channel.

AI drafts response using brand voice and rating sentiment.

Positive reviews can receive approved replies automatically.

Low ratings notify the selected staff group before response.

Added Options

Web Presence for websites, SEO, analytics, and campaign destinations

Web Presence

Website builder, SEO, and tracking

Website Builder Create a professional site for products, services, menus, offers, and contact details.

Campaign landing page Build a focused page for paid ads, QR campaigns, SMS links, and social traffic.

Lead capture Add forms for appointments, quotes, coupons, subscriptions, and customer interest.

Google Analytics Connect GA4 measurement ID, events, conversions, UTM links, and campaign attribution.

SEO Plan keywords, page titles, local listings, review prompts, and search-ready service pages.

Search Console Track indexing, sitemap status, local search visibility, and page performance issues.

Web integrations

Use web pages in campaigns

Support

Ticketing system for client support, platform issues, and customer systems

Client tickets

Create and route a support ticket

Client Category Priority Subject

Requester email Source channel Owner Target resolution

Message

Support actions

Common setup tasks

AI Support

Support chatbox

AdPilot Support AI

Ask about campaigns, integrations, billing, SMS, email, Shopify, or portal setup. I can also turn the question into a support ticket.

Message

Ticket queue

Client support requests and replies

Show tickets Priority Category Search

Mobile App

Mobile app setup, campaigns, notifications, and user support

Mobile workspace

Mobile app support

App setup Track app links, store listings, brand details, customer access notes, app name, and launch status.

Push notifications Prepare app alerts for offers, order updates, reminders, loyalty messages, and campaign events.

Mobile campaigns Connect app promotions to SMS, QR codes, social ads, landing pages, and retargeting audiences.

User support Keep support notes for sign-in help, app access, contact information, device issues, and customer questions.

Mobile app actions

Setup and troubleshooting

Portal settings

Client portal

Workspace settings

Business Details

Client business profile

Business contact

Business name Industry Owner / account lead Contact email Restaurant phone Mobile contact SMS marketing number Website

Address

Street address

City State ZIP code Country

Operations

Business type Cuisine or service category

Hours of operation SMS address and opt-in notes Business notes

Billing

Stripe client payments

Not connected

Notifications

SMS and email alerts

Enable SMS notifications Enable email notifications Enable push notifications Notify groups when a post publishes successfully

SMS phone number Email recipients SMS provider Email provider Push provider Push webhook or app endpoint

Notification groups

Group name Notification channels

Group recipients Post success message template

SMS Configuration

Twilio settings

QR Code

QR destination and tracking settings

Default destination URL Default offer UTM source UTM campaign Short link provider Default placement

QR disclaimer

Channel Integrations

Social, ad, messaging, commerce, and creative engine authentication

Quick integrations

Primary account references

Facebook / Meta business Instagram account TikTok Ads account Google / YouTube account WhatsApp Business Reddit / Snapchat account Creative engine key reference Copy engine key reference Strategy engine key reference

Social + Ads

Meta: Facebook, Instagram, WhatsApp, Messenger

Meta business ID Meta app ID Meta app secret Meta access token Meta refresh/long-lived token Facebook page ID Facebook ad account ID Meta pixel ID Instagram business account ID WhatsApp Business account ID WhatsApp phone number ID Messenger page access token

Video + Social Ads

TikTok, YouTube, Snapchat, Reddit

TikTok advertiser ID TikTok app ID TikTok app secret TikTok access token TikTok refresh token YouTube channel ID Google client ID Google client secret Google access token Google refresh token Snapchat ad account ID Snapchat client ID Snapchat client secret Snapchat access token Reddit ads account ID Reddit client ID Reddit client secret Reddit refresh token

Messaging + Community

WeChat, Telegram, SMS, Email

WeChat official account ID WeChat app ID WeChat app secret WeChat access token Telegram bot token Telegram chat/channel ID Twilio account SID Twilio auth token SendGrid API key Mailchimp API key

Creative Engine + Commerce

Content generation, Shopify, Stripe

Creative generation API key Creative generation model Copy generation API key Copy generation project ID Strategy generation API key Strategy generation model Shopify shop domain Shopify admin access token Stripe publishable key Stripe secret key

Connections

Third-party connection status

API Access

Remote API tokens

Token name

Existing tokens

Clients

Manage multiple client ad workspaces

Add client

Client name

Industry Owner

Business contact

Restaurant phone Mobile contact SMS marketing number Website

Address

Street address

City State ZIP code Country

Operations

Business type Cuisine or service category

Hours of operation SMS address and opt-in notes Business notes

Client username Client email

Temporary password

Client overview

Users

User management and portal access

Create user

Full name

Username Email

Role Assigned client

Temporary password

Users and permissions

Roles

Positions and permissions

Feature map

Campaign

Campaign Definition

Campaign type Sales offer type

Campaign name

Campaign owner Website or store URL

Category Primary offer

Offer options Target customer Key benefits Brand tone

What this form captures

Campaign Definition

Campaign type
Choose the goal, such as sales, engagement, ratings, information, awareness, or leads.
Offer
Name the offer and list any alternate discounts, bundles, subscriptions, or calls to action.
Audience
Describe the target customer, buying situation, pain points, and reason they should care.
Benefits
Capture the strongest product or service benefits, proof points, and expected outcome.
Tone
Set the brand voice so future ads match the way the business should sound.

Create

Creative Builder

Creative input

Campaign image or video Used as visual context for the proposed script. Website or offer URL

What is the product or service about? Advertising context Offer description Caption, hashtags, and mentions

Ad CTA library

Choose a hook template

Existing ads from Content Library Client, channel, campaign, and date categorized

Choose avatar

Script

Proposed script

Test

Save creative

Output Type Target Platform

Launch

Launch Setup

Campaign

Select campaign

Campaign

Campaign setup

Campaign type Sales offer type Daily budget Destination Optimization event CTA Audience goal

What this form captures

Launch Setup

Campaign
Select the saved campaign that should be prepared for launch.
Budget
Set the daily spend and destination where traffic or leads should go.
Optimization
Choose the event AdPilot should optimize toward, such as purchase or lead.
CTA
Choose the action button that matches the campaign offer.
Audience
Set the growth goal, schedule posts, and choose audiences for boosting.

Launch preview

Posting scheduler

Boost audiences

Measure

Measurement Summary

Current campaigns

Live and ready campaigns

What this form captures

Measurement Summary

CTRFind hooks with thumb-stop strength.

ROASCompare return by channel and audience.

CPAWatch acquisition cost before scaling spend.

ConversionsConfirm traffic quality after launch.

Channel metrics

Performance by channel

Past campaigns

Client folders by channel and date

Iterate

Variant Builder

Winner promotion

Top promotion or campaign Variant direction

What this form captures

Variant Builder

Source
Choose the top promotion or campaign to use as the starting point.
Direction
Add a few words that describe the new angle, hook, audience, or offer change.
Automation
Turn on autonomous mode when AdPilot should keep generating variants from winners.

Optimization queue

SMS

SMS Campaign Definition

SMS Campaign

Sample inputs Load a starter audience, schedule, and compliant copy.

SMS audience

Group name Use saved group

Batch telephone numbers Upload numbers

No saved groups yet.

Automated send date Automated send time Recurring Test phone number

SMS copy

What this form captures

SMS Campaign Definition

Audience
Select the SMS audience or saved group that should receive the campaign.
Numbers
Paste or upload opted-in telephone numbers and save them into groups.
Schedule
Choose send date, time, and whether the campaign should repeat.
Test
Send a test message to confirm copy and phone formatting before launch.
Copy
Write the SMS message with clear identity, offer, link, and compliance language.

Past SMS campaigns

Twilio connection

ProviderConfigure Twilio credentials under Settings → SMS Configuration.

ComplianceUse opted-in lists, clear identity, and unsubscribe language before sending live messages.

Launch useSaved SMS copy is attached to the active launch plan and content library campaign.

QR Code

QR Campaign Definition

QR campaign builder

Campaign name Placement Destination URL Offer text

QR campaign notes

What this form captures

QR Campaign Definition

Campaign
Name the QR campaign so scans can be tracked in reports.
Placement
Choose where the QR code will appear, such as receipt, table tent, or flyer.
Destination
Set the URL where customers should go after scanning.
Offer
Write the short offer text that appears with the QR code.
Notes
Capture placement, redemption, and tracking instructions for launch.

QR preview

Scan for a lunch reward https://adpilot.ai/lunch-offer?utm_source=qr

TrackingAttach UTM source, campaign, location, placement, and redemption target to every QR code.

Growth loopUse scans to trigger SMS capture, loyalty signup, review request, coupon redemption, or catering lead flow.

MaterialsSend the QR campaign into Marketing Materials for flyers, table tents, inserts, and stickers.

Marketing Materials / Design

Material Design Brief

Design brief

Material setup

Material type Campaign Primary CTA Audience

Creative direction Required copy Upload inputs Upload product photos, menus, logos, existing flyers, or brand references.

What this form captures

Material Design Brief

Format
Choose the material type, such as flyer, poster, insert, QR card, or decal.
Campaign
Connect the design to the campaign, CTA, and target audience.
Direction
Describe layout, style, brand colors, QR placement, and visual priorities.
Required copy
Provide the exact offer, headline, proof point, or disclaimer to include.
Inputs
Upload logos, product photos, menus, or existing references for the design.

Generated design panel

Generated designs

Common formats

Flyer Door drops, events, front desk handouts

Poster Retail walls, counters, vendor booths

QR card Checkout counters, bags, package inserts

Brochure Service menus, product bundles, offers

Sticker Packaging, windows, event giveaways

Digital handout SMS, WhatsApp, email, and social reposts

Marketing Materials / Order

Material Order Details

Order setup

Production details

Material Quantity Finish Needed by Recipient Delivery method

Delivery address or notes

What this form captures

Material Order Details

Material
Select the approved marketing piece that should be produced.
Quantity
Enter how many pieces are needed and choose the finish.
Due date
Set when the material must be ready for pickup, shipping, or event use.
Recipient
Add the person, team, or location that should receive the order.
Delivery notes
Capture address, fulfillment instructions, approval notes, or print partner details.

Order checklist

Creative approval

Confirm logo, offer copy, QR destination, phone number, and disclaimers before production.

Fulfillment status

Draft orders can be sent to print, held for client approval, or reused in future launches.

Campaign connection

Attach the material order to the campaign so Launch and Measure can track offline promotion signals.

Marketing Materials / Library

Store approved marketing pieces by client, channel, campaign, and date

Flyer

GlowSip QR coupon flyer

Client: GlowSip / Channel: Print + SMS / Campaign: 20% subscription / Date: May 2026

Approved QR offer Flyer

Poster

Market booth poster

Client: GlowSip / Channel: Events / Campaign: TikTok sales lift / Date: May 2026

Draft Poster Local

Insert

Package insert offer card

Client: GlowSip / Channel: Direct mail / Campaign: Retention offer / Date: May 2026

Reusable Insert Subscription

A full marketing agency run by AI to manage and grow any business.

AI content for every offer, audience, and channel

Run sales campaigns or audience-building campaigns automatically.

Welcome back

Dashboard summaries

Workspace profile

Account

Edit profile

Portal access

Account actions

Client folders organized by channel and date

Manage customer messages, alerts, and campaign follow-ups

Customer communication center

Reusable communication flows

AI voice calls and voice message support

Unified customer communication inbox

Maria G. / catering quote

Create AI-assisted email campaigns, manage batches, and schedule sends

Email campaign setup

Upload, group, label, and manage recipients

Email service plans and code libraries

Reuse past email campaigns

Keep brand voice, visuals, offers, and creative rules consistent

Brand controls

Brand asset library

Automated response setup

Web Presence for websites, SEO, analytics, and campaign destinations

Website builder, SEO, and tracking

Use web pages in campaigns

Ticketing system for client support, platform issues, and customer systems

Create and route a support ticket

Common setup tasks

Support chatbox

Client support requests and replies

Mobile app setup, campaigns, notifications, and user support

Mobile app support

Setup and troubleshooting

Workspace settings

Client business profile

Business contact

Address

Operations

Stripe client payments

SMS and email alerts

Notification groups

Twilio settings

QR destination and tracking settings

Social, ad, messaging, commerce, and creative engine authentication

Primary account references

Meta: Facebook, Instagram, WhatsApp, Messenger

TikTok, YouTube, Snapchat, Reddit

WeChat, Telegram, SMS, Email

Content generation, Shopify, Stripe

Third-party connection status

Remote API tokens

Existing tokens

Manage multiple client ad workspaces

Add client

Business contact

Address

Operations

Client overview

User management and portal access

Create user

Users and permissions

Positions and permissions

Feature map

Campaign Definition

Creative Builder

Creative input

Ad CTA library

Choose a hook template

Choose avatar

Script

Test

Save creative

Launch Setup

Select campaign

Campaign setup

What this form captures