Ask Optimove Anything, in Any Language—Inside Optimove
OptiGenie is a conversational agent built into the Optimove platform. Ask it about your campaigns, promotions, Streams, and platform health, and have it build the pieces of your next campaign for you—in your own words, in the language you work in, without ever leaving Optimove.
OptiGenie is Optimove's in-platform AI agent. You open it from the icon in the main navigation, type or speak a question, and get an answer drawn from your live tenant data. It reads and inspects what's already there, and it builds new campaign components on request.
Ask in your own words, in the language you work in. OptiGenie isn't limited to English—put the question the way you'd put it to a colleague, and it answers in kind.
OptiGenie is part of the Native AI pillar of Optimove AI — the AI that lives inside the platform, alongside the Optimove MCP, which brings the same capabilities to the AI tools you use elsewhere.
Because OptiGenie is native, you never leave Optimove. There's no external AI account to set up and no third-party AI license to buy — your Optimove login is enough, and your existing user role and PII masking rules apply exactly as they do everywhere else in the platform.
The agent mostly reads and inspects your tenant. It can create drafts for you to review, but it can never activate, schedule, send, or delete anything in production. You stay in control.
What's New
Edit Templates Without Leaving the Chat
Ask OptiGenie for a template, then fine-tune it right there in the conversation. Templates open as a live, editable preview inside the chat, so fixing a headline or a color no longer means switching to the templates screen. Your changes save to your tenant as you make them.
- Works with both Visual Editor and HTML templates
- Edit content and styling in place
- Go from idea to ready draft faster
The template editor is OptiGenie's first in-chat app, and more are on the way. It's also available through the Optimove MCP connector, so you get the same editor when you work in an external AI client.
Ask about campaigns, promotions, triggers, Streams, Target Groups, Mission Control, templates, and the documentation — then have OptiGenie build your next campaign's pieces for you. Everything the Optimove MCP can do, now native to the platform.
Marketing has moved from filling in screens to working alongside agents. OptiGenie is rebuilt for that: you describe the outcome, it does the assembly, and you stay the one who decides what ships.
Past conversations are saved. Come back to a thread from yesterday, pick up where you left off, or reuse a prompt that worked.
Results come back as usable interfaces, not just text. Templates, for example, open in a live editor inside the chat, so you can review and adjust them without leaving the conversation.
Speak your request instead of typing it, in the language you work in. Useful for longer briefs and for working hands-free.
Usage runs on a monthly credit budget you can track as you go, and admins can top it up at any time. See section 06 for how credits work.
The same capabilities are available through the Optimove MCP connector, which connects external AI clients such as Claude, ChatGPT, and Microsoft Copilot to your tenant. Both channels do the same things—use whichever fits how you work. Anything you can do with the MCP in Claude, you can do inside OptiGenie instead. Working in-platform means you never leave Optimove and need no external AI license.
Start by asking the agent to show you things. Each of these is a first-class surface you can query directly—no reports to build, no exports to wait for, just ask. (Want it to build something too? That's the next section.)
Inspect any campaign—past, scheduled, or running. See status, schedule, Target Group, attached promotions, channels, and success/failure breakdowns.
Look up any discount, voucher, free-gift, or custom promotion and view its rules, value, validity window, attached campaigns, and redemption performance.
Inspect real-time and event triggers and see which campaigns they fire—useful for checking how a trigger is configured and what it's wired to.
Walk through a multi-step Stream: each stage, the condition between stages, and the campaign at each node. Not available yet—for now, review Streams in Optimove as usual.
See the Target Groups and segments on your tenant, including their size and how they're defined.
Check where today's campaign execution stands—what has run, what's still to go, and anything that didn't complete as expected.
Search Optimove product documentation in-line, so the agent can answer "how do I…" questions with citations from the official docs.
Ask about email templates on your tenant. The agent can also look up images from your BeeFree image library by name or description and pull the right asset into a template. Email only.
Describe what you want in your own words, and the agent builds it for you inside Optimove
No builder screens, no manual setup. You describe what you need, the agent assembles it using the official Optimove APIs, and it appears in your Optimove account ready to use. Because you're already in the platform, you can watch it work and see each object land where you expect it. The building blocks below are created and ready to drop into a campaign; the campaign itself is always created as a draft for you to review and activate.
See It Build a Target Group
A short walkthrough: describing the audience you want in the chat, and watching the Target Group land in Optimove ready to select.
Building Blocks It Creates for You
These are the ingredients of a campaign. The agent creates them in your tenant so you can select them in the campaign builder—on their own they don't message anyone or go into effect until you attach them to a campaign and activate it.
"Create a Target Group of customers who deposited in the last 14 days but haven't opened an email." Saved to your tenant, ready to select.
"Create a trigger for a customer's first deposit." Becomes available to pick in the campaign builder's trigger dropdown.
"Create a calculated attribute for average deposit over the last 30 days." Ready to use in segmentation and personalization.
"Create an action for a 10% bonus credit." Saved as a reusable action you can attach to a campaign.
"Create a free-spins promotion valid for 7 days." Created and ready to attach to a campaign.
"Create an email template for a weekend free-spins offer." The agent builds the template—Visual Editor or HTML—saves it to your tenant, and opens it in the chat so you can polish it on the spot. New templates default to Liquid personalization.
Create an Email Template—Saved to Your Platform
Describe the email you want in your own words and the agent builds it as a Visual Editor or HTML template and saves it straight to your Optimove tenant. You can create a new template from scratch (new templates default to Liquid personalization), duplicate an existing template and transform it for a new campaign (the origin template determines whether it uses Legacy or Liquid personalization), or refine copy, subject line, and CTA over a multi-turn chat. The template opens in a live editor inside the chat, where you can change content and styling directly. Every change saves to your tenant right away.
The agent looks up images from your existing BeeFree asset library and inserts them—it can't generate brand-new AI images yet. Templates are email only (SMS and push aren't supported through this path yet). Full AI image generation is available inside Optimove Content Studio.
The Campaign—Always a Draft You Approve
"Create an email campaign using the BONUS10 promotion for my high-value Target Group." You get a fully assembled draft campaign—channel, content, Target Group, and promotion wired together—sitting in Optimove exactly like one you'd build by hand. Nothing sends until you review it and hit activate.
Drafting multi-step Streams ("a 3-step welcome journey for new sign-ups") is on the way. It isn't live yet—for now, build Streams in Optimove as usual.
The building blocks above are created in your tenant, but none of them messages anyone or goes live on its own—they only do something once they're part of a campaign. And the campaign itself is always a draft you review and activate. The agent never sends, schedules, or deletes anything on your behalf. You stay in control of what actually goes out.
See how teams put the agent to work. Each guide includes the recipe, a ready-to-use prompt, and a walkthrough. All examples are anonymized.
The guides in the library were written and recorded using the Optimove MCP connector, so the screenshots show an external AI client. The underlying capabilities are the same, so every one of these use cases can be carried out with OptiGenie inside Optimove—paste the same prompt into the chat and the agent does the same work. Setup and connection steps in those guides apply to MCP only; you don't need them here.
Browse the Library
Executive CRM dashboards, full win-back programs, weekly promo calendars, always-on QA agents, end-to-end retention frameworks, and more.
There's nothing to install, connect, or authenticate. OptiGenie is part of the Optimove platform and runs on the Optimove account you already sign in with. You'll need OptiGenie enabled on your tenant (closed beta—speak to your CSM) and a monthly credit allocation in place.
Sign in to Optimove as you normally would.
Select the OptiGenie icon in the main navigation. The chat opens in the platform.
Type your question, or select the microphone to send a voice message instead.
Review what comes back. Templates open in an editor right in the chat, so you can make changes on the spot. For other objects—a campaign draft, a Target Group—open them from the panel or deeplink in the chat and carry on in the platform.
Reopen an earlier thread from conversation history at any time to continue it or reuse a prompt.
Switching the underlying model
OptiGenie runs on Claude by default. If you'd rather use Gemini, switch models from the chat settings. Answers and formatting will differ slightly between models; the capabilities available to the agent are the same either way.
Permissions and what the agent can see
The agent inherits your Optimove user role and your tenant's PII masking rules. If you can't see an entity in the Optimove UI, the agent can't see it for you either. You work entirely inside Optimove — there's no external AI account involved and nothing for you to connect or authorize.
OptiGenie runs on credits. Your tenant has a monthly credit budget that everyone on the tenant shares, and each request the agent handles draws from it. You can see your remaining balance and usage as you go.
Bigger jobs cost more than small ones. A quick status lookup uses very little; a multi-step request that builds a template, sizes a Target Group, and drafts a campaign uses more. Credits are consumed per request, not per session, so an open chat window costs nothing on its own.
Go to Settings > AI > Billing to see your budget for the month, any credits you've added, and what's left to spend.
Need more than your monthly allocation? Admins can buy a usage boost at any time from the Billing tab and pay by card. The credits are added as soon as the payment settles. See below for how.
The agent pauses until your monthly allocation resets or an admin buys a usage boost. Nothing else in Optimove is affected—campaigns, Streams, and sends carry on as normal.
Buy More Credits
Admins can top up OptiGenie from Settings by buying a usage boost. Payment goes through a secure checkout page powered by Stripe.
Go to Settings and open the AI tile.
Select the Billing tab, then click Buy usage.
Choose an amount:
- $100
- $500—save 15% (you pay $425)
- $1,000—save 25% (you pay $750)
- Custom—any amount from $50
Add your billing country, check the summary (usage, discount, and total), then click Pay.
On the checkout page, choose your currency and payment method, then click Pay.
You're returned to the Billing tab while the payment settles, usually within a few minutes. Once the purchase shows as Paid, the credits are in your budget.
Track Your Purchases
The Billing tab shows:
- Boosts this month—credits you've added this month
- Budget this month—your total budget, including boosts
- Remaining—what's left to spend
Every purchase is listed in Purchase history with its status:
- Pending—the payment is still settling. If you left checkout before finishing, you can resume it from here
- Paid—the credits have been added. Click Receipt to download a receipt
- Canceled—the checkout wasn't completed, and you weren't charged
Who can buy credits?
By default, only users with admin permissions. An admin can give other roles access on the roles and permissions page.
How is payment handled?
Checkout is powered by Stripe, a third-party payment provider. You pay by card and choose your currency on the checkout page. Optimove doesn't store your card details.
I closed checkout before paying. Was I charged?
No. The purchase stays Pending in Purchase history, and you can resume it from there. If the checkout isn't completed, it moves to Canceled and you aren't charged.
Where do I find my receipt?
In Settings > AI > Billing > Purchase history, click Receipt next to any paid purchase.
Do bought credits expire?
No. Usage boosts are one-time top-ups that stay in your budget until they're used. They're shared across your whole tenant, so everyone using OptiGenie draws from the same balance.
If you'd like to set up a recurring monthly top-up, contact your Customer Success Manager.
Be specific in your first message. A clear brief ("draft an email campaign for the BONUS10 promotion targeting my high-value Target Group") usually costs less than arriving at the same result over several rounds of back-and-forth. Reopening a saved conversation is also cheaper than re-establishing context from scratch.
Pick a starting point for your role.
For Marketers
- "Show me all active promotions and their attached campaigns"
- "Which campaigns are scheduled for tonight, and which Target Group is each one going to?"
- "What promotion is attached to campaign 92481, and how has it performed in the last 7 days?"
- "Create a Target Group of customers who deposited in the last 14 days but haven't opened an email"
- "Create a free-spins promotion valid for 7 days, then draft an email campaign that uses it"
- "Create an email template for a weekend free-spins offer and save it to my tenant"
- "Duplicate my welcome email template, then refresh the subject line and CTA for a summer promotion"
- "Show me my summer promo template so I can tweak the headline and button color"
- "Find a hero image in my BeeFree library that fits a VIP reload offer and add it to the template"
For Operations & CSMs
- "Which campaigns didn't complete as expected in the last 24 hours?"
- "List all channels configured on this tenant and which ones are currently enabled"
- "Show me how the first-deposit trigger is configured and which campaigns it fires"
For Leadership
- "Summarize this week's campaign performance versus last week, across all channels"
- "How many campaigns are currently running, scheduled, and in draft?"
I can't see the agent in the main navigation
OptiGenie is in closed beta and is enabled per tenant. If the icon isn't there, your tenant isn't in the beta yet—contact your CSM.
The agent has stopped responding to requests
Check your credit balance in Settings > AI > Billing. If your monthly budget is used up, the agent pauses until the budget resets. An admin can buy a usage boost to restore access right away.
Empty or partial responses
The agent inherits your Optimove user role. If you can't see an entity in the Optimove UI, you won't see it through the agent. Ask your Optimove admin to confirm your role assignment.
An earlier conversation is missing
Conversation history is per user, so you'll only see threads from your own account—not a colleague's. If a thread of your own is missing, refresh the platform and check again, then raise a ticket if it still doesn't appear.
Template images look broken in the chat preview
If an HTML preview shows image links as broken, they resolve normally once you open the template in the Optimove HTML editor. The agent inserts images from your existing BeeFree library rather than generating new ones.
Answers aren't as good as I expected
Try being more specific: name the campaign, promotion, Target Group, or date range you mean. If you've switched the underlying model, switch back to Claude and compare—output quality and formatting differ between models.
Optimove customers can reach support through the standard channels. To report a problem with the agent, open a ticket through the support portal. For beta access and billing questions, go to your CSM.
Open a ticket to report a bug or issue—support.optimove.com
Training and how-to guides—academy.optimove.com
API, integration, and security reference—developer.optimove.com
Beta access, billing questions, and recurring monthly top-ups—reach your assigned Customer Success Manager.
| Term | Meaning |
|---|---|
| Campaign | A configured message-send: a Target Group, a channel, content, and a schedule. |
| Promotion | A reward attached to a campaign—discount, voucher, free gift, or custom—with rules and a validity window. |
| Trigger | A real-time or event-based condition that fires a campaign. |
| Stream | A multi-step customer flow with stages, conditions, and a campaign at each node. Sometimes described as a journey. |
| Target Group | A defined audience—the recipients of a campaign. |
| Segment | A reusable audience definition, evaluated dynamically. |
| Channel | A delivery mechanism—email, web, SMS, mobile, WhatsApp, and more. |
| Mission Control | Optimove's operational dashboard for platform health and job state. |
| Tenant | A single Optimove customer environment. |
| Credit | The unit of usage for OptiGenie. Each tenant has a monthly credit budget, which admins can top up with a usage boost. |
| Usage boost | Extra credits an admin buys from Settings > AI > Billing, added to the tenant's budget once payment settles. Boosts don't expire. |
| Conversation history | Your saved chats with the agent, reopenable at any time to continue a thread or reuse a prompt. |
| Template | A reusable email layout—content, images, and personalization—that you attach to a campaign. |
| Template editor | An editable preview that opens inside the OptiGenie chat, where you can change a template's content and styling without going to the templates screen. |
| BeeFree image library | Your tenant's stored image assets. The agent looks up and inserts images from this library into templates. |
| Liquid / Legacy personalization | The two personalization syntaxes for templates. New templates default to Liquid; a duplicated template keeps the origin template's syntax. |
| Optimove MCP | The connector that brings the same capabilities to external AI clients such as Claude, ChatGPT, and Microsoft Copilot. |