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.

To create a smart brief:

1. In the navigation menu, click Strategy. Then, in the left sidebar, select Briefs.
2. On the Briefs page, click Create brief to start a new smart brief.
3. In the Create brief dialog, select a brief type, then click Create brief.
4. To rename the brief, click the default name at the top of the page, enter a new name, and press Enter.
5. 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.
6. To upload media items to support the brief, click Upload.
7. Click Save.