Have the website URL and customer information ready.
Review AI-generated work before saving it.
Don’t refresh or leave while an AI request is running.
HOW CAMPAIGN OS USES AI
Connected to specialist AI providers.
Campaign OS connects to Claude, OpenAI, Gemini and Perplexity. Auto mode uses Perplexity for research and Claude for most strategy and content stages. You can use Change inside the app to select another available provider for a run.
STAGE 00
Business & Offer
Set the business, service and audience context that every later analysis will use.
WHAT TO DO
Choose the correct business and service.
Complete the required fields. Add a website only if it accurately represents the offer.
Run Research This Business, then read and correct the editable summary.
Select Save & Continue to Buyer Research.
CONTROLS YOU’LL USE
01
Active Business
Switches between businesses. Check this before entering or generating anything.
02
Active Service / Offer
Keeps every analysis and content asset attached to the correct offer. Use New Service when the offer is genuinely different.
03
Research This Business
Uses the website and information you supplied to create an editable research summary.
04
Save & Continue
Saves the approved business context and unlocks Buyer Research.
THE SCREENComplete the Business & Offer setupTHE RESULTReview the researched business summary and continue
WHAT GOOD LOOKS LIKE
The summary accurately describes one business, one offer and one audience. Remove assumptions the business cannot support.
STAGE 01
Buyer Research
Collect the real language, anxieties, objections and desired outcomes behind the purchase.
WHAT TO DO
Choose one relevant source and enter a focused search phrase.
Run Mine Buyer Sentiment. Perplexity will research the selected source and return a report.
Read and clean the mined output. Remove irrelevant material, duplication and unsupported conclusions.
Select Add to Voice of Customer to place the cleaned mined output inside the Voice of Customer prompt box.
Check the Voice of Customer prompt, then run Analyse VoC with AI.
Review the completed themes and exact buyer phrases before continuing.
* The same steps apply to every other source you choose to mine. Clean each new research result and add it to the Voice of Customer prompt box before running the VoC analysis. Evidence first: a large amount of weak research won’t improve the strategy.
CONTROLS YOU’LL USE
01
Perplexity Research
Campaign OS uses Perplexity for this live web-research step because it is designed to find and summarise current public sources. The later strategic analysis may use a different AI provider.
02
Mine from
Chooses one research source, such as Reddit/forums, reviews or comments.
03
Keywords
Tells the research tool what buyer problem and market language to investigate.
04
Mine Buyer Sentiment
Perplexity collects the source material and returns a research report.
05
Clean the research result
Remove irrelevant passages, duplicates, weak claims and anything that does not sound like genuine buyer evidence.
06
Add to Voice of Customer
Moves the cleaned research into the Voice of Customer box used by the strategic analysis.
07
Analyse VoC with AI
Turns the cleaned Voice of Customer material into themes, exact phrases, objections and buying motivations.
THE SCREENSet up Buyer ResearchTHE RESULTReview and clean the research resultTHE RESULTAnalyse the Voice of Customer material
WHAT GOOD LOOKS LIKE
The Voice of Customer prompt contains real buyer language, recurring anxieties, objections and desired outcomes. It should not be a generic market summary.
STAGE 02
Core Buyer Desire
Identify the strongest emotional outcome your buyer is ultimately trying to achieve.
WHAT TO DO
Review the visible context.
Run Analyse Buyer Desire once.
Read the completed options and their evidence.
Select the desire that is urgent, persistent and relevant to the whole market.
CONTROLS YOU’LL USE
01
Editable AI context
Shows the saved information that will be used in the next analysis. Edit only when something important is wrong or missing.
02
Full summary
Changes how much saved context is displayed. It doesn’t run AI.
03
Change
Switches the AI provider for this run. Auto is normally the safest choice.
04
Analyse Buyer Desire
Finds and scores the deeper outcomes driving the purchase.
THE SCREENRun the Core Buyer Desire analysisTHE RESULTReview the identified buyer desiresTHE RESULTReview the top recommended desire
WHAT GOOD LOOKS LIKE
One clear emotional outcome explains what the buyer is ultimately trying to feel or become. It is deeper than a product feature or immediate benefit.
STAGE 03
Why Your Offer Wins
Connect the selected buyer desire to the strongest credible reason to choose your offer.
WHAT TO DO
Confirm that the offer facts and proof are accurate.
Run the analysis.
Reject generic claims that any competitor could make.
Select the strongest supportable recommendation and continue.
CONTROLS YOU’LL USE
01
Editable AI context
Carries forward buyer research and the selected Core Buyer Desire.
02
Analyse Why Your Offer Wins
Builds the strategic argument between buyer desire, offer benefit, mechanism and proof.
03
Select
Marks the recommendation you want later stages to use.
04
Continue
Saves the selection and opens Buyer Awareness.
THE SCREENRun Why Your Offer WinsTHE RESULTReview the dominant benefit recommendation
WHAT GOOD LOOKS LIKE
The selected argument connects the core desire to a specific, credible advantage that the offer can actually prove.
STAGE 04
Buyer Awareness
Match the message to what the audience already knows about the problem, solutions and your product.
WHAT TO DO
Run Map Awareness and wait for all five levels.
Decide how warm or informed the audience for this campaign actually is.
Read the matching hooks and choose one route.
Save the route and continue.
Don’t choose the cleverest hook. Choose the hook that meets this audience where it is now.
CONTROLS YOU’LL USE
01
Map Awareness
Creates message routes for Unaware, Problem Aware, Solution Aware, Product Aware and Most Aware buyers.
02
Awareness routes
Shows the questions, hooks and message direction appropriate to each starting point.
03
Select Route
Chooses the audience route that Marketing Content will use.
04
Continue
Saves the route and opens Market Competition.
THE SCREENRun the Buyer Awareness mapTHE RESULTReview Most Aware and the funnel recommendation
WHAT GOOD LOOKS LIKE
The selected route reflects what this audience already knows now. Its hooks neither over-explain to warm buyers nor sell too quickly to cold buyers.
STAGE 05
Market Competition
Find a message that can stand apart from the promises buyers already see everywhere.
WHAT TO DO
Add or research the claims your buyer already sees.
Remove claims that aren’t direct or credible competitors.
Run Assess Sophistication.
Select the recommendation your offer can genuinely support and continue.
CONTROLS YOU’LL USE
01
Competitor claims
Holds real examples of what alternatives are promising. You can enter these manually.
02
Research Competitors with AI
Optionally researches public competitor material and prefills the claims box.
03
Assess Sophistication
Identifies how crowded the market is and recommends the message approach needed to cut through.
04
Select recommendation
Saves the market approach that Marketing Content will follow.
THE SCREENResearch the competitive marketTHE RESULTReview the strategic brief
WHAT GOOD LOOKS LIKE
The recommendation moves beyond familiar market claims and gives the campaign a distinctive direction the offer can defend.
STAGE 06
Marketing Content
Turn the connected strategy into one focused asset for a specific channel and format.
WHAT TO DO
Choose one hook, one channel and one format.
Name the asset and add only useful final instructions.
Select Create Content once and wait for completion.
Review, edit and save the finished asset.
CONTROLS YOU’LL USE
01
Buyer Awareness Angle
Chooses one hook from the awareness route you saved.
02
Channel
Sets where the content will be used, such as Meta, email, Instagram or LinkedIn.
03
Format
Sets the actual deliverable, such as short ads, caption, newsletter or article.
04
Save This Content As
Gives the generated asset a clear name so you can find it later.
05
Extra instructions
Adds genuine constraints such as tone, exclusions, proof or CTA. Don’t repeat the strategy here.
06
Create Content
Generates the asset from the selected route and all saved strategy.
THE SCREENSet up the Marketing Content briefTHE RESULTReview and edit the generated copy
WHAT GOOD LOOKS LIKE
The content uses the chosen awareness hook and strategic angle, fits the selected channel and sounds connected to the saved buyer evidence.
STAGE 07
Creative Review
Check whether a finished image or ad matches the strategy before you publish or test it.
WHAT TO DO
Upload the finished creative and confirm the correct file is visible.
Run Analyse Creatives once.
Review the visible-text transcription and scores.
Make the recommended strategic changes, then decide what is ready to publish or test.
Campaign OS gives strategic feedback. It doesn’t guarantee advertising performance.
CONTROLS YOU’LL USE
01
Upload creative
Adds the image you want to review. Use a final or near-final asset, not confidential source files.
02
Visible text
Lets the system read and evaluate the wording shown on the creative.
