Custom Brief Campaigns

Documentation Index

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Overview

Custom Brief Campaigns are a new campaign type that replaces the manual Question Set workflow for custom research use cases. Instead of building questions from scratch, you describe your research objective in natural language and Deeto’s Brief Agent generates a structured interview brief for you. This is Deeto’s second agentic capability (after Potential References / Gong integration). The Brief Agent guides you through a short conversational flow — clarifying your goals, tone, audience type, and any must-include questions — then produces a brief ready to attach to a campaign.

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Key Capabilities

• Custom AI Interview — a new campaign type powered by AI-generated briefs
• Briefs Section — a central library of all briefs, including Deeto defaults and briefs you’ve created
• Brief Agent — a specialized chat agent that guides you through brief creation in 3–5 questions
• Flexible Audience Selection — mix existing customers and new advocates within AI Interview campaigns
• Prospect Support — any AI Interview campaign type can now target prospects
• Brief Testing — run a test interview against your brief before launching to real customers
• Campaign Detail Visibility — view audience, email, and generated assets directly from the campaign detail page, without entering edit mode
• Orchestrator Agent — the top-level classifier in the AI Assistant that recognizes brief-related requests from anywhere in the platform and routes you to the Brief Agent automatically

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How to Create a Brief

There are three ways to start a brief. All three use the same Brief Agent conversation flow.

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From the Briefs Section

1. Go to Campaigns → Briefs tab
2. Click Create new brief
3. The Brief Agent opens in the AI Assistant panel
4. Describe your research objective when prompted — for example, “I want to understand why enterprise customers renew”
5. The agent will ask 3–5 follow-up questions covering key topics, must-include questions, tone, and audience type (customers or prospects)
6. If the agent can’t determine audience type from context, it will ask you explicitly
7. Review the generated brief and confirm to save
8. The brief appears in your Briefs library with its description, analytics, and reward settings

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From Campaign Creation

1. Start creating a new campaign
2. Select Custom AI Interview as the campaign type
3. Choose Generate new brief — or select an existing brief from your library
4. The Brief Agent opens — follow the same conversational flow
5. Once the brief is saved, continue with campaign setup (audience, scheduling)

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From the AI Assistant

1. Open the AI Assistant from anywhere in the platform
2. Describe what you need — the Orchestrator Agent recognizes brief-related requests and routes you to the Brief Agent automatically
3. Follow the same conversational flow to generate and save your brief

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Testing a Brief Before Launch

Always test your brief before sending it to real customers. This lets you check tone, conversation flow, and topic coverage without affecting your audience.

1. Create a campaign using your brief and save it
2. From the campaign detail page, click Test interview
3. Run through the AI interview as if you were a customer
4. Review the flow, tone, and whether key topics are covered
5. If adjustments are needed, create a new brief — briefs cannot be edited after creation. Swap the new brief into the campaign before launching.

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Setting Up Your Audience

Audience type is determined by the brief and inherited by the campaign. Customers and prospects cannot be mixed in the same campaign — this is platform-enforced and cannot be overridden at the campaign level.

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If your brief targets existing customers

Choose one of:

• Define segments — set attribute-based criteria; new customers matching the criteria are added automatically as the campaign runs (dynamic audience)
• Manual selection — search and filter to add customers one by one; audience stays fixed for the duration of the campaign

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If your brief targets new advocates (prospects)

Choose one of:

• Upload CSV — upload a list of contacts using the provided CSV template
• Add manually — add new advocates one by one
• Users pulled from API — define a custom audience by pulling data directly from a specified API (dynamic audience)

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Viewing Campaign Details

From any campaign in My Campaigns, you can now view the following directly from the detail page — no edit mode required:

• The full audience list
• The email sent with the campaign
• Generated assets
• New customers added to the campaign

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Best Practices

Start with your research objective, not a list of questions. The Brief Agent produces better briefs when it understands what you’re trying to learn. “Understand why mid-market customers churn after 90 days” gives the agent far more to work with than a list of topics. Specify 2–3 must-include questions when prompted. This ensures your critical data points are always captured regardless of how the AI conversation flows with each respondent. Define tone explicitly. Whether you want the interview to feel formal, conversational, or consultative — say so. The tone you specify carries through to the actual customer interview experience. Always run a test interview before launching. Catching tone mismatches, missing topics, and awkward conversation flows before they reach real customers is much easier than managing the fallout after. Name briefs descriptively. Since briefs are immutable once created, a clear name (“Enterprise Renewal — Q3 2026 — Formal”) makes it much easier to identify the right brief when building future campaigns.

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Guardrails

These constraints are enforced by the platform in this release. Entry points: Three active paths — Briefs section, Campaign creation flow, and the AI Assistant (via the Orchestrator Agent). Rewards: Reward settings are configured at the brief level per asset type. Any campaign using that brief inherits its reward configuration. A change to a brief’s rewards affects all campaigns linked to it.

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Known Limitations (V1)

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Need Help?

• In-platform: Click the help icon inside your Deeto workspace
• Customer Success: Reach out to your dedicated Customer Success Manager
• Email: support@deeto.ai