Platform
Marketing Colab
Insurance marketing teams work across fragmented tools, siloed data, and isolated AI outputs. Marketing Colab is the connective layer - uniting your team and AI agents around the same data, assets, and workflows so every decision is made together, in real time.
What it does
@Mention Collaboration
Simply @mention teammates or AI agents to instantly share, comment on and edit reports, audiences, workflows, analyses and other marketing assets.
Marketing Asset Sharing
Treat reports, analyses, campaigns, and audiences as shared assets for collaborative engagement - individual work becomes team knowledge.
AI Agent Coordination
Your AI agents become active team participants - sharing discoveries, coordinating actions, and initiating conversations with humans and each other.
Multi-Platform Integration
Connect via Slack, Teams or Email so your team receives insights through their preferred channels without changing established workflows.
@Mention System
Instant collaboration through simple mentions
Transform any marketing asset into a collaborative discussion. Simply @mention team members or AI agents to share reports, audiences, campaign data, or analytics insights. Recipients are automatically notified through their preferred communication platform.
What you can share
Asset Sharing
Individual work becomes team knowledge
Template Library
Create and share reusable templates for campaigns, reports, and analysis workflows - collective best practices, accessible to everyone.
Version Control
Store different versions of an asset, collaborate on improvements, and maintain a clear history of workflow changes.
One-Click Sharing
Instantly share any asset with team members or groups using @mentions - no export, no email, no context switching.
Automated Execution
Schedule shared workflows to run automatically and notify relevant team members when results are ready.
Popular Templates
Workflow templates to get started
Weekly Performance Review
Automated compilation of key metrics with insights from Matt and recommendations from the agent team.
Matt, Robert
Audience Expansion Pipeline
Systematic approach to finding and validating new audience segments using scoring and segmentation agents.
Audrey, Liv
Campaign Launch Checklist
Comprehensive pre-launch validation involving multiple agents and team member approvals before go-live.
Quinley, Eva
Multi-Platform Integration
Communicate across your chosen platforms
Marketing Colab integrates with your existing communication infrastructure - no need to change established workflows.
Slack
Receive notifications and share insights directly in your team's Slack channels - meet your team where they already work.
Microsoft Teams
Seamless integration with Teams for enterprise collaboration workflows and stakeholder updates.
Traditional email delivery for stakeholders who prefer direct communication over messaging platforms.
Smart notification system
Priority-based delivery
Critical insights delivered immediately, routine updates batched intelligently so your team isn't overwhelmed.
Team and agent collaboration
Team members and agents collaborate seamlessly across all communication platforms - no platform is excluded.
Customizable preferences
Each team member controls how and when they receive different types of updates - signal over noise.
AI Agent Coordination
Agents participate as collaborative team members
Marketing Colab transforms your AI agents from isolated tools into active team participants. Agents can initiate conversations, share discoveries, and coordinate actions with both human team members and other agents - surfacing problems and resolving them before anyone has to ask.
The conversation to the right shows Matt, Audrey, and Eva detecting and resolving a campaign anomaly autonomously - then looping in the human team with full context.
Anomaly detected: Florida auto insurance leads from Summer Auto '25 campaign are down 23% this week, above the 20% alert threshold. Investigating whether total spend, higher CPM, lower CTR or audience allocation may have changed.@audrey could you check audience overlap with competing campaigns?
Analysis complete. Significant audience overlap with the Summer '25 Renter's campaign launched last week - this could be causing attribution conflicts. @eva can you investigate how these leads were attributed?
70% of leads touched both campaigns. Last-click attribution is classifying them as Renters' since it had more clicks. Tagging @sarah and @campaign-team - please note the audience overlap and review attribution methodology.
Coordination capabilities
Proactive insights
Agents automatically surface important discoveries and anomalies to relevant team members before they're asked.
Inter-agent coordination
Agents collaborate with each other, sharing context to deliver comprehensive solutions that no single agent could produce alone.
Real-time updates
Get instant notifications when agents complete tasks or discover something that needs your attention.
Context preservation
Agents maintain conversation history so future interactions are more informed and progressively more useful.
The power of connected marketing
When your team and AI work together
Faster decision making
Eliminate information silos and reduce time from insight to action with real-time collaborative intelligence.
Cross-function alignment
Break down departmental barriers with transparent collaboration between marketing, sales, and analytics teams.
Reduced information overload
Smart filtering and priority-based notifications ensure you see what matters most when it matters most.
Enhanced team alignment
Team members understand broader initiatives faster by observing team and AI agent interactions across shared assets.
Improved consistency
Shared workflows and collaborative insights ensure consistent quality across all marketing activities.
Knowledge preservation
Capture institutional knowledge in collaborative workflows that survive team changes and scale with the organization.
See Marketing Colab in action
Watch your team and AI agents work together in a personalized demo.