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AI Manager
AI Manager is an automated email agent that negotiates pricing with creators, manages offer status, and handles campaign email communications on your behalf. You write the rules; the AI executes them.
Accessing AI Manager
Open any campaign, then click the AI Manager tab. You'll see a toggle to enable/disable the feature and two panels:
- Settings — configure pricing, resources, follow-up rules, and write AI instructions.
- Activity — view a timeline of every action the AI has taken (replies sent, status changes, escalations).
How it works
Creator sends email
↓
AI Manager reads the conversation history,
your instructions, creator profile data,
and pricing configuration
↓
AI decides: reply / update status / escalate / no action
↓
Auto-send ON → email sent immediately
Auto-send OFF → draft created for your reviewEvery action is logged in the Activity panel with the AI's reasoning, so you always know what happened and why.
Settings
Reply Mode
Reply Mode controls how the AI delivers its responses.
| Mode | Behavior |
|---|---|
| Auto-send (on) | AI sends emails directly to creators without your approval. |
| Review first (off, default) | AI creates drafts in your Inbox. You review, edit, and send manually. |
WARNING
When auto-send is enabled, the AI acts on your behalf immediately. We recommend starting with auto-send off until you're confident the AI's behavior matches your expectations.
INFO
Even with auto-send enabled, escalation replies are always created as drafts. The AI never sends escalation emails automatically — you always review those yourself.
Budget & Negotiation
Pricing mode — choose one:
| Mode | How it works |
|---|---|
| CPM-based | The AI calculates offers dynamically: creator's median views (30d) / 1,000 x your CPM rate. You can optionally round up to the nearest $10. |
| Fixed rate | Every creator receives the same flat fee. Set to $0 for commission-only (no upfront payment). |
Hard cap — the absolute maximum the AI can offer per creator. If a creator asks for more:
- Hand off (default) — escalates to you for a decision.
- Decline — politely explains the budget range.
Collaboration Resources
Attach URLs, files, or Script Coach scripts that the AI will share with creators at the appropriate moment (e.g. after a price is agreed). Add a note to each resource to tell the AI when to share it — for example: "Share after collaboration is confirmed".
Content Follow-up
When enabled, the AI will automatically send follow-up emails to creators who haven't delivered content on time. Configure:
- Interval — days between follow-ups (default: 7).
- Max reminders — stop after this many (default: 3).
Writing effective instructions
Instructions are the most important part of AI Manager. They tell the AI how to behave, what tone to use, when to escalate, and what to avoid. Think of them as a brief for a junior team member who is handling your emails.
Template structure
The default template includes four sections. You can customize or restructure them however you like:
markdown
## Tone & Style
- Be professional, friendly, and concise
- Always reply in the same language the creator uses
## Negotiation Guidelines
- Use the base rate and creator's data to calculate a fair offer
- You can agree to prices within the budget limits on your own
- If the creator counters above the hard cap, politely explain
the budget range and try to find middle ground
- When a price is agreed, confirm the collaboration and move forward
## When to Hand Off to You
- Creator's profile data is unavailable
- Creator asks complex legal or contract questions
- Creator expresses dissatisfaction or frustration
- You're unsure how to respond
## Do NOT
- Do not share internal campaign budgets or pricing formulas
- Do not make promises about timelines without confirmation
- Do not discuss other creators or competitorsWhat makes good instructions
| Do | Don't |
|---|---|
| Use specific, measurable criteria: "Only negotiate if engagement rate > 3%" | Use subjective criteria: "Only work with high-quality creators" |
| Reference data the AI has access to (see table below) | Reference data the AI can't see (GMV, audience demographics, platform tiers) |
| Give clear rules with explicit thresholds | Give vague instructions: "use your best judgment for pricing" |
| Define escalation triggers clearly | Assume the AI will "figure it out" for edge cases |
| Write in the language your creators speak (or tell the AI to match the creator's language) | Mix languages inconsistently |
Data the AI can access per creator
The AI Manager has access to these data points when composing a reply:
| Data | Example |
|---|---|
| Platform | TikTok, YouTube, Instagram |
| Follower count | 125,000 |
| Engagement rate | 4.2% |
| Median video views (14d / 30d) | 50,000 / 45,000 |
| Video count (30d) | 12 |
| Median image likes (Instagram only, 30d) | 3,200 |
| Region / country | US, UK, Japan |
| Languages spoken | English, Spanish |
| Bio text | "Fashion & lifestyle creator..." |
| AI content analysis | Topics, style, categories |
Data the AI cannot access
The AI has no access to:
- Physical appearance, ethnicity, race, gender, age, body type
- GMV, sales data, conversion rates, affiliate revenue
- Platform-internal tiers (TikTok L1-L5, YouTube Partner tiers)
- Audience demographics breakdown (age, gender, income)
- Brand safety scores
- Competitor pricing or rate cards from other campaigns
- Video/image content (it cannot watch or review videos)
- DMs, comments, or social media content beyond the bio
TIP
If you reference any of the above in your instructions, the AI will flag it during validation when you save.
Actions the AI can and cannot perform
Can do:
- Send email replies
- Negotiate pricing (CPM or fixed rate)
- Update offer status (pending → negotiating → fulfilling)
- Share campaign resources at the right moment
- Escalate to the human manager
- Follow up on content delivery
Cannot do:
- View, review, or judge video/image content
- Post, like, or comment on social media
- Send DMs on any platform
- Access or modify contracts, NDAs, or legal documents
- Process payments or invoices
- Approve content before it goes live
Instruction validation
When you save your instructions, the AI automatically reviews them and flags potential issues:
| Issue type | Severity | Example |
|---|---|---|
| Unavailable data | Warning | "Only work with creators who have GMV > $5000" |
| Impossible action | Warning | "Check their latest video before negotiating" |
| Subjective criteria | Info | "Only collaborate with high-quality creators" |
| Ambiguous term | Info | "Only TikTok L3+ creators" |
| Ethical concern | Warning | "Only work with female creators" |
| Conflicting rules | Warning | "Never go above $200" + "Always match the creator's asking price" |
| Vague instruction | Info | "Be nice" |
Warning issues are likely to cause problems. Info issues are worth noting but the AI will do its best. You can still save instructions with warnings if you choose.
Example: good vs. bad instructions
Bad:
Only collaborate with attractive creators who have high GMV and are TikTok L3 or above. Check their content quality first.
Problems: "attractive" (subjective/ethical), "GMV" (unavailable), "TikTok L3" (platform-internal tier), "check content quality" (impossible action).
Good:
Focus on creators with engagement rate above 3% and median views above 10,000 (30-day window). Prioritize creators in the US, UK, or Canada. If the creator's median views are below 5,000, escalate to me before making an offer.
This works because every criterion maps to data the AI can actually access.
Activity log
The Activity panel shows a timeline of every AI action. Each entry includes:
- Action type — replied, updated status, escalated, or no action needed.
- AI reasoning — a short explanation of why the AI chose that action (never shown to creators).
- Status change — if the offer status was updated (e.g. pending → negotiating).
- Escalation reason — if the AI handed off, why.
Click any entry to open the full offer detail in a drawer.
You can filter the Activity log to show only specific action types (e.g. escalations only). The filter state is preserved in the URL, so you can bookmark or share filtered views. Notifications and Spotlight link directly to the escalation-filtered view.
Escalations
The AI will escalate (hand off to you) when:
- The creator's asking price exceeds your hard cap and the over-cap action is set to "hand off".
- Your instructions explicitly tell it to escalate in certain situations.
- The creator expresses frustration or dissatisfaction.
- The creator asks questions the AI can't confidently answer (legal, contract, etc.).
- Creator profile data is missing, making it hard to determine a fair price.
When an escalation happens:
- The AI creates a draft reply (as a suggestion) in your Inbox — regardless of your auto-send setting.
- The thread is marked for your review.
- You receive a notification.
- The event appears in the AI Manager Activity log.
In the Inbox, you'll see an AI Review banner at the top of the thread. From here you can:
- Review and send the AI's suggested draft (edit it first if needed).
- Write your own reply — this automatically clears the review flag.
- Dismiss the banner if no action is needed.
TIP
The AI's draft cannot be deleted directly — this prevents accidentally losing the AI's suggestion. If you don't want to send it, dismiss the review banner or write your own reply instead.
FAQ
Does AI Manager cost credits? Yes. Each AI reply uses credits from your organization's balance. Instruction validation also uses a small number of credits.
Can I use AI Manager for multiple campaigns? Yes. Each campaign has its own independent AI Manager configuration with separate instructions, pricing rules, and resources.
What happens if I run out of credits? The AI will stop processing new messages. Existing drafts remain in your Inbox for manual sending.
Can the AI handle multiple languages? Yes. By default, the AI replies in the same language the creator uses. You can override this in your instructions.
Is there a character limit for instructions? Yes, 5,000 characters maximum. This is more than enough for detailed instructions.
Campaign list indicators
When AI Manager is enabled for a campaign, you'll see indicators in the campaign list:
- ON badge — A purple badge with a sparkle icon showing AI Manager is active.
- Escalation count — If there are pending escalations, a red pulsing badge shows the count. Click it to jump directly to the AI Manager Activity log filtered to escalations.
These indicators help you quickly spot which campaigns need your attention without opening each one.
Collaboration list indicators
In a campaign's collaboration list (Offers tab), collaborations with pending AI escalations show a red Needs review badge. These are sorted higher in the list — only pending content attributions rank above them.