Create a smart brief

A brief defines the goals, audience, messaging, and key milestones for a campaign or initiative.

From the Briefs page, you can create a brief manually or use the AI Assistant to generate text and build a timeline with key milestones.

Tip

Alternatively, you can generate a brief using .

To create a smart brief:

In the navigation menu, click Strategy. Then, in the left sidebar, select Briefs.
On the Briefs page, click Create brief to start a new smart brief.
In the Create brief dialog, select a brief type, then click Create brief.
To rename the brief, click the default name at the top of the page, enter a new name, and press Enter.
Complete the required fields. Depending on the field type, you can optionally do the following:
- Rich text fields - use the toolbar to format text.
- Fields with AI Assistant, use AI to help you generate the text:
  - Click the AI Assistant icon on the toolbar.
  - Enter a prompt describing what you want.
  - Click Send to generate a draft.
  - Refine the prompt and regenerate if needed.
  - Click Accept to insert the generated content.
- Timeline field - use AI to generate milestones:
  - Click AI Suggestions.
  - Review the generated suggestions.
  - Regenerate or remove suggestions if needed.
  - Click Accept to insert the timeline.
To upload media items to support the brief, click Upload.
Click Save.

Next steps

After saving the brief, you can:

If you have suggestions for improving this article, let us know!