Home page

Use the Home page in Adobe Marketo Optimizer to start AI conversations, launch skills, and open marketing workspaces. Select Home in the navigation to return to this page.

The personalized welcome message asks about your current tasks. Choose how to begin with the conversation input, intent options, quick access cards, or skill cards.

Watch the video for a tour of the home page and marketing workspace. The following sections provide written instructions.

Start an AI conversation

Use the Ask a question or start a task input to begin working with Coworker. Enter / to browse skills and commands.

  1. Enter a question or describe the task you want to complete.
  2. To provide supporting material, select Attach in the input and attach a file.
  3. Submit your prompt to continue in the Coworker panel.

The home page also provides four intent options for starting your work.

Option
Goal
Plan
Plan marketing activities.
Create
Create marketing content or resources.
Measure
Review marketing performance.
Optimize
Refine existing marketing activities.

For more information, read about the chat interface.

Quick access

Select a Quick access card to open a workspace or review AI decisioning health.

Card
What you can access
AI-decisioning health
Story volume and the percentage of people classified by persona.
Marketing
Programs, person journeys, and people lists in the marketing workspace.
Assets
Content assets for emails and pages.
Reports
Performance and engagement reports.

Skills

Select a card in Skills to begin a specific AI workflow.

Skill
Goal
Create persona-based audiences
Generate audiences using persona signals and firmographic fit.
Build omni-channel programs
Compose programs across email, web, and destinations from a brief.
Create hyper-personalized emails
Draft personalized emails with tokens and dynamic content blocks.
Fit and intent-based journey traffic control
Route contacts across journeys using account fit and intent signals.

You can also browse agent skills from Coworker. The video shows the Use an agent skill dialog, with a search field and category filters. For details, read about agent skills.

Use the application navigation to open the following work areas from the home page or marketing workspace.

Work area
What you can access
Marketing management
Programs, person journeys, and people lists.
Journey traffic control
Journey traffic control.
Reports
Marketing performance reports.
Content management
Templates, Assets, Fragments, Forms, Landing pages, and Webinar.
Connections
Destinations.
Labs
Scoring Studio.
Administration
Channels and Program types.

Explore the marketing workspace

Select the Marketing quick access card or Marketing management in the navigation to open the marketing workspace. Work with Coworker, open marketing resources, and return to recently accessed items without returning to the home page.

  1. Select Programs, Person journeys, or People lists in the Marketing panel to browse resources.
  2. Select a resource to open it in a workspace tab. Alternatively, select an item in Recently accessed.
  3. To continue working with different resources, switch between open tabs.

The Coworker panel reflects the resource you open. Its prompts can target a selected program, people list, or person. For example, opening a person record provides prompts for exploring that person’s persona and engagement activity.

Select Collapse to hide the Coworker panel or Swap panels to change its placement. For more information, read about marketing management and person details.

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