Engagement Tools

Overview

From Copilot or a connected AI app, an AI can draft and edit banners, chat messages, surveys, product tours and news posts for your website, set the rules for when and where they show, have AI write a news post, and read back how each item performed — including what visitors answered in a survey. It looks the actions up with find_actions and runs each one with the run tool for its kind (see MCP Server). It can never publish anything: new items are always saved unpublished.

Permission required: Each item type needs its own permission — Outreach.Banners, Outreach.Messages, Outreach.Surveys or Outreach.Tours, and Outreach.News for news posts — the same permission you need to manage that item in the dashboard. Reports only cover the types you hold the permission for. The person the connection runs as also needs the Copilot permission.

The dashboard calls this section Engagement. You'll find it at Marketing → Engagement, with Banners, Chat messages, News & Releases, Surveys and Tours inside it. Behind the scenes it goes by outreach: the action names start with outreach. (and news. for news posts), the permission keys start with Outreach., and the web addresses say /dashboard/outreach/….

Actions

Action	Level	What it does
`outreach.report_overview`	Read	Ranks every banner, chat message, survey and tour by how often it was shown, with its engagement, failed and waiting counts, so you can compare them.
`outreach.report_item`	Read	The full report on one banner, chat message, survey or tour: every click on a banner or chat message, or a per-question breakdown of a survey with the written answers.
`outreach.create`	Change	Creates a banner, chat message, survey or tour with its text, settings, display rules and place in the list, saved unpublished. Needs the permission for that item type.
`outreach.update`	Change	Changes a banner, chat message, survey or tour: its name, text, settings, display rules, widget or place in the list. Needs the permission for that item type.
`news.create`	Change	Creates a news post for the widget's News section from ready text, saved unpublished. Needs `Outreach.News`.
`news.update`	Change	Changes a news post's title, text, language, widget or place in the list. Needs `Outreach.News`.
`news.write_with_ai`	Change	Has AI write a news post from a short description — a new unpublished post, or a full rewrite of an existing post's text. Needs `Outreach.News`. Uses AI credits.

How It Works

Drafts, and what happens to live items

New items are always unpublished. No visitor sees them until you open them in the dashboard and publish them. The AI gives you a link straight to each item's editor.
An update does not change whether an item is live. A draft stays a draft. An item that is already live stays live, and your visitors see the change right away — this applies to news posts too.
Updating a banner, chat message, survey or tour cancels the deliveries still waiting in its queue, so nothing goes out with the old settings.

What a new item gets

Banners and chat messages need their text. Surveys and tours have no text of their own — their questions or steps go in their settings. Unless the AI adds them, a new survey has only a welcome screen and a thank-you screen, and a new tour has no steps.
Without a named widget, the item goes to your organization's default widget. A widget belongs to a brand, so this decides which brand's visitors see it.
A new item goes to the end of its list unless the AI names a place (1 = first); the items already there move down one.
News posts are marked English unless the AI names another language.
news.write_with_ai replaces a post's whole text. For a small edit, the AI passes back the edited text with news.update instead.

When and where an item shows

The AI can set the display rules in plain terms:

Trigger — when a visit starts, on a page view, or on a custom event your site sends, optionally after a delay in seconds.
Pages — only on pages whose address contains a piece of text, such as /pricing.
Time on page — only after the visitor has spent a number of seconds on the page.
How often — once per visitor, every time, or at most a number of times within a number of days.
Country — only for visitors from one country, or for everyone except one country.

Reading the reports

Reports cover the last 30 days unless the AI names a period; a date without a time includes that whole day. The overview leaves out items with no activity in the period unless you ask for them.

Engaged means the visitor clicked a banner or chat message, or submitted a survey.
Failed means a delivery never went out. Yaplet records one reason: the item waited 30 days for its visitor to come back to your site, and they never did. So a failure shows up about 30 days after the item was queued.
Waiting now is the live backlog of deliveries. Unlike every other number, it is not limited to the period you asked about.
For a survey, choice questions list every option with its count and share — including options nobody picked — and rating scales give the average, lowest, highest and full spread.

Tours only record that they were shown. Yaplet stores no step, click or completion events for a product tour, so a tour report can tell you how many visitors it reached and nothing about what they did once it started.

Survey answers are personal data. Written answers come back word for word, with the visitor's identifier attached, so an answer can be traced back to the person who wrote it. Anyone holding Outreach.Surveys can read them through a connected AI app — keep that in mind when you decide who gets that permission and which apps you connect.

What an AI cannot do here

Publish or unpublish a banner, chat message, survey, tour or news post. Do it in the dashboard under Marketing → Engagement, from the link the AI gives you.
Delete a banner, chat message, survey, tour or news post. Do it in the dashboard under Marketing → Engagement.
Set a news post's cover image. Upload it in the news post's editor in the dashboard.

Example Prompts

"Draft a banner announcing our holiday sale that shows only on pages containing /pricing."
"Create a feedback survey that appears after 60 seconds on any page containing /dashboard, once per visitor, for US visitors only."
"Write a news post about our new analytics dashboard."
"Which of my banners performed best last month?"
"Summarize what people answered in the feedback survey this month and list the three most common complaints."