For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/max/plan-campaign-with-ai.md.
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      • How do I ask the AI to plan a multi-month campaign based on my data?

      Ask for the plan with the goal and the period ("a 5-month sequence to sell course X"). Before writing, the AI reads your account history and builds each phase on it: targets start from your real open rate, audiences use your tags and lists with their measured size, and the copy follows your brand voice.

      Before you start:

      • Role: any workspace role can ask for the plan. With the Attendant role, top-selling products do not show up in the diagnosis — the AI says what it could not read.
      • For copy in your tone, the AI uses the voice tone and vocabulary saved on your brand, in Settings → Brandbooks. If your brand has no tone yet, it asks before writing and offers to save your answer to your brand — if the account has no brand yet, it creates one as a draft. The next plan then comes out in your tone without asking again. Saving only happens if you accept, and needs permission to manage Dados da conta (account data) (see Permissions by role); without it, the AI uses the tone for that conversation only. If the account has more than one brandbook, the AI asks which one the plan uses before writing, and the tone is saved to that one.
      • To use your own AI instead of Max, see Connect your AI to Clickmax (MCP).

      1. State the goal, the product and the timeline

      Example: "Create a 5-month sequence to move my design contacts into the UX with AI course, starting in October." If you do not name the product, the AI uses your best seller in the period and tells you which one.

      2. Check the account diagnosis

      The plan opens with an Account diagnosis: base size and trend, open and click rate of every email campaign you ever sent (with how many campaigns went into it), email and WhatsApp performance versus the previous period, the relevant tags with contact counts (the same ones as the Tags screen; tags the platform creates on its own, like CSV imports, are left out), and the product. If a number could not be read, the plan says so, and anything not measured is labeled as an estimate.

      3. Read the phases

      Each phase has a theme, an audience (how to build it in Clickmax and how many contacts it has today), channels and send days, the suggested automation and targets in the form your current number → target.

      When an audience combines conditions (two tags, or a tag and the temperature), the count is the contacts that meet all of them at once — not the sum of the tags, which would count the same contact twice.

      Audiences by email behavior are measured too: who opened or clicked an email in the last N days, who received and did not open, who has had no engagement for N days, or who opened a specific campaign. A click counts as an open. Automatic opens and clicks by bots and antivirus scanners do not count, so a campaign's audience can be smaller than the opens it shows. To build these audiences yourself in the contacts filter, see How to filter contacts who opened, clicked or did not open my emails.

      Limits that apply to the plan:

      • For "truly engaged" contacts, the AI uses opened at least N of the last M campaigns (for example, 2 of the last 5) when the plan cares about consistency, or opened in the last N days when it cares about recency, and says which one it used.
      • A saved segment with a day window is recalculated about once a day on screen. A broadcast to it recalculates the audience when it is created or scheduled; a broadcast scheduled days ahead goes out with the audience of the moment it was scheduled.
      • Open history from before the end of September 2026 is incomplete (only the first open was recorded, often a bot's). On long windows, the number is a floor.
      • WhatsApp outside the 24-hour window needs an approved template. Without a connected number or templates, the plan includes creating the templates as a step.
      • A waitlist is built with a tag and an automation.

      4. Ask it to build the first phase

      Once the full plan is written in the chat, the AI offers at the end to create the first phase's tags, segment and automation and to write the first email in your brand voice. Nothing is created until you confirm.

      If it did not work

      • The diagnosis says a number could not be read: the plan goes on with what was measured. If something important is missing, check that your role has access to that area — see Permissions by role — and ask again.
      • The open rate looks different from what you see elsewhere: the AI keeps the campaign rate apart from the whole-channel rate (which includes automations) and says which one it uses — ask which number it used if it is not clear. The campaign rate adds up your whole send history, so it can differ from the rate of one recent campaign.
      • An audience in the plan uses a tag that does not exist: missing tags show up in the list of what still has to be created. Ask the AI to create it, or swap it for a tag you already use.
      • An action was blocked by an error: see the Error codes.