- Chats: an interactive conversation you can open from any page in the product.
- MCP server: connect external AI tools like Claude, ChatGPT, and Cursor to your workspace.
Capabilities
| Capability | Description |
|---|---|
| Answer questions about your data | Look up contacts, audiences, emails, forms, workflows, and campaigns. Follow references between them to give a full picture instead of a flat answer. |
| Build marketing assets | Generate a preview (an artifact) of an email, form, or workflow. You review it and apply it to make it real. |
| Diagnose issues | Cross-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 assets | Rename emails, forms, workflows, audiences, campaigns, and folders. Move assets between folders. Update audiences and campaigns. |
| Work with files | Read 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
| Limitation | Notes |
|---|---|
| Cannot delete anything | Conversion AI cannot delete contacts, audiences, emails, forms, workflows, campaigns, folders, fields, or tokens. Deletes must be done from the UI. |
| Cannot edit live workflows | Workflow changes always create a new workflow. Existing workflows can’t be edited through chat. |
| Cannot send or publish on your behalf | Building 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.| Stage | What you see |
|---|---|
| Conversion AI runs tools | A short status line and a card for each tool call. |
| Conversion AI builds something | A card for the artifact. Click it to open a full-screen, editable preview alongside the chat. |
| A sensitive action is up next | An Allow / Deny prompt. Nothing runs until you choose. See Approvals. |
| A file is ready for you | The file appears in the chat with view and download actions. |
Context
Conversion AI uses several sources of context when responding:| Source | Notes |
|---|---|
| Universal Business Context | Your workspace Description, Instructions, Documents, and brand voice samples. Loaded at the start of every chat. (Not applied over the MCP server, where your client is the model.) |
| Your workspace data | Contacts, audiences, emails, forms, workflows, campaigns, folders, and CRM sync status. Accessed through tool calls. |
| Your messages | The text you send and any files you attach. |
| The page you’re on | So Conversion AI knows what asset you’re looking at when you ask about “this email” or “this workflow”. |
| Product docs | The Conversion product documentation, which Conversion AI searches to verify product behavior (for example, supported Liquid syntax) before building. |
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.
MCP server
Connect external AI tools to your Conversion workspace.
FAQ
Common questions about Conversion AI.