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Documentation Index

Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt

Use this file to discover all available pages before exploring further.

Conversion AI is the AI layer built into Conversion. It can answer questions about your workspace data, build marketing assets, and diagnose issues across emails, forms, workflows, audiences, and campaigns. Today, you talk to Conversion AI through Chats: an interactive conversation you can open from any page in the product.

Capabilities

CapabilityDescription
Answer questions about your dataLook up contacts, audiences, emails, forms, workflows, and campaigns. Follow references between them to give a full picture instead of a flat answer.
Build marketing assetsGenerate a preview (an artifact) of an email, form, or workflow. You review it and apply it to make it real.
Diagnose issuesCross-reference subscription status, communication limits, recipient lists, event history, and workflow runs to explain a specific outcome, like why a contact didn’t get an email.
Manage assetsRename emails, forms, workflows, audiences, campaigns, and folders. Move assets between folders. Update audiences and campaigns.
Work with filesRead CSVs, PDFs, images, and text files you attach. Run scripts in a sandboxed environment to transform, analyze, or generate files for you to download.

Limitations

LimitationNotes
Cannot delete anythingConversion AI cannot delete contacts, audiences, emails, forms, workflows, campaigns, folders, fields, or tokens. Deletes must be done from the UI.
Cannot edit live workflowsWorkflow changes always create a new workflow. Existing workflows can’t be edited through chat.
Cannot send or publish on your behalfBuilding an email, form, or workflow creates a preview. Nothing goes live until you apply it, and for emails and forms, until you publish the resulting draft.

How it works

When you ask Conversion AI to do something, it runs a series of tool calls: small actions like listing audiences, fetching an email, or creating a form preview. Each one appears in the chat as it runs.
StageWhat you see
Conversion AI runs toolsA short status line and a card for each tool call.
Conversion AI builds somethingA card for the artifact. Click it to open a full-screen, editable preview alongside the chat.
A sensitive action is up nextAn Allow / Deny prompt. Nothing runs until you choose. See Approvals.
A file is ready for youThe file appears in the chat with view and download actions.

Context

Conversion AI uses several sources of context when responding:
SourceNotes
Your workspace dataContacts, audiences, emails, forms, workflows, campaigns, folders, and CRM sync status. Accessed through tool calls.
Your messagesThe text you send and any files you attach.
The page you’re onSo Conversion AI knows what asset you’re looking at when you ask about “this email” or “this workflow”.
Product docsThe Conversion product documentation, which Conversion AI searches to verify product behavior (for example, supported Liquid syntax) before building.
Chats do not remember anything from previous chats. Each chat is its own conversation, with its own history of messages, tool calls, and artifacts.

More resources

Glossary

Key terms used in Conversion AI.

Tool calls

The full list of actions Conversion AI can take.

Artifacts

How Conversion AI proposes and applies changes to your assets.

Approvals

Which actions require a confirmation before they run.

Files and sandbox

What you can upload, and what Conversion AI can do with files.

FAQ

Common questions about Conversion AI.