Marketing agent
Status
Stable — four tools live, used for top-of-funnel analytics.
The Marketing agent answers questions about leads, the top of the sales pipeline, and campaign performance. It reads from PLANA Business Cloud's CRM and Mass Mailing apps.
What it knows about
| Domain | Specifics |
|---|---|
| Pipeline | Leads by stage, by source, by time-in-stage |
| Lead scoring | Lead scores from your CRM rules |
| Campaigns | Email and SMS campaign sends, open rates, click rates |
| Conversion | Stage-to-stage and source-to-customer conversion rates |
Tools
| Tool | What it reads |
|---|---|
GetPipelineOverview | crm.lead grouped by stage |
GetLeadScoring | crm.lead.scoring.rule and crm.lead.score |
GetCampaignMetrics | mailing.mailing send / open / click stats |
GetConversionRates | Funnel from crm.lead to sale.order |
Sample dialogues
"Where are we in the pipeline?"
You: Pipeline by stage right now?
Marketing: 🔧 GetPipelineOverview()
Active pipeline: 47 leads, BGN 287,000 expected value.
· New (12 leads) — BGN 38,000
· Qualified (18 leads) — BGN 122,000
· Proposal (9 leads) — BGN 81,000
· Negotiation (5 leads) — BGN 38,000
· Won (this month: 3 leads, BGN 24,000)
· Lost (this month: 2 leads, BGN 8,000)
Conversion from Qualified → Won is running at 28% this
quarter, down from 34% last quarter. Worth a look at why."How did the last campaign do?"
You: How did the May newsletter perform?
Marketing: 🔧 GetCampaignMetrics(campaign="May Newsletter 2026")
Campaign "May Newsletter 2026" sent 2,140 emails on
2026-05-15:
· Delivered: 2,127 (99.4%)
· Opens: 691 (32.5%) — above your average of 28%
· Clicks: 184 (8.6%) — top performer this year
· Unsubscribes: 12 (0.6%)
· Hard bounces: 13 (0.6%)
Top-clicked link: "/case-studies/acme" (47 clicks)."Which lead source is converting best?"
You: Which lead source converts best to customers?
Marketing: 🔧 GetConversionRates(period="last_90_days")
Conversion to closed sale, last 90 days:
· Referral — 38% (8 of 21)
· Website contact form — 19% (12 of 64)
· LinkedIn Ads — 11% (6 of 53)
· Email newsletter — 14% (8 of 56)
· Cold outbound — 7% (3 of 41)
Referral converts almost 5× cold outbound. Worth investing
in the referral motion.What it CANNOT do
- Send a campaign — composing and sending live in PLANA Business Cloud
- Edit a lead's stage — that's a CRM action; the agent reports state
- Run A/B tests — A/B test setup is in Mass Mailing in the ERP
- Predict win probability — the agent reads historical conversion rates; per-lead win-probability is on the roadmap
Works well
- "Pipeline overview"
- "Best / worst lead sources"
- "Last campaign performance"
- "Conversion rate by stage"
- "Lead score distribution"
Works less well
- Attribution across multi-touch journeys — the agent reads the source field on the lead; multi-touch attribution requires data we don't yet collect
- Channel-by-channel ROI calc — needs the campaign cost, which isn't always entered in the ERP
Where to read more
- How agents work
- Sales agent — for bottom-of-funnel pipeline value
- PLANA Business Cloud → CRM