How to monitor and manage the AI marketing team
Check the contacts and sales that came from marketing, approve what the agents left for you, and open each agent to adjust their work.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The AI marketing team brings together the agents that plan, write, create visuals, send emails, manage ads, and analyze results. This screen shows what each one did during the period, what came from marketing, and what's waiting for your decision.
Where to find it in Cognizy
Before you start
- Only the owner and admins can approve and configure the agents.
Step by step
- Step 1:
Open . At the top, choose the period and check Marketing contacts, Marketing sales, Deals won and how many items are Waiting for you.
- Step 2:
In Waiting for you you'll find posts pending approval, Traffic Manager recommendations, and AI drafts. Read the post and the note, then click Approve or Request changes. Drafts open on each agent's screen.
- Step 3:
In The team, each card is an agent: Content Strategist, Copywriter, Art Director, Email Marketer, Traffic Manager, Audience, and Marketing Analyst. The ones already working show the period's numbers and Open.
- Step 4:
The ones not yet connected show Not configured and Configure, like the Content Strategist. Click to set up the agent.
- Step 5:
In What the team did, check each agent's actions, from most recent to oldest. Use All agents to view a single agent.
How to know it worked
What you approve leaves Waiting for you and follows its normal path (the post goes to the calendar). Configured agents start showing up with the period's numbers.
If something goes wrong
Waiting for you is empty, but the team says it requested approval.
Only the owner and admins see approvals. Also check the To review screen in the menu.
Marketing sales show as zero.
These count deals won from contacts that came from an ad, campaign, or form. Check that forms and ad accounts are connected.
Next step
Find out where the company's funnel is stuck.
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