Open /portal/ai-studio/planner on your application domain, using the workspace account for this task.
Find the form containing Plan name, Start date, Days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select New plan. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Plan name
Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is April campaign plan. Replace it with your own value.
Start date
Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Days
Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign brief
Enter the campaign brief for this task, using the help or example shown by the form. The form’s example is Describe the campaign, target audience, and main outcomes.... Replace it with your own value.
Use Planner prompt
Open /portal/ai-studio/planner on your application domain, using the workspace account for this task.
Find the form containing Plan name, Start date, Days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Planner prompt. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Plan name
Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is April campaign plan. Replace it with your own value.
Start date
Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Days
Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign brief
Enter the campaign brief for this task, using the help or example shown by the form. The form’s example is Describe the campaign, target audience, and main outcomes.... Replace it with your own value.
Use Plan calendar
Open /portal/ai-studio/planner on your application domain, using the workspace account for this task.
Find the form containing Plan name, Start date, Days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Plan calendar. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Plan name
Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is April campaign plan. Replace it with your own value.
Start date
Required. Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Days
Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign brief
Required. Enter the campaign brief for this task, using the help or example shown by the form. The form’s example is Describe the campaign, target audience, and main outcomes.... Replace it with your own value. Maximum 5000 characters.
Use Save as new plan
Open /portal/ai-studio/planner on your application domain, using the workspace account for this task.
Find the form containing Plan name, Start date, Days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save as new plan. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Plan name
Required. Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is April campaign plan. Replace it with your own value. Maximum 120 characters.
Start date
Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Days
Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign brief
Enter the campaign brief for this task, using the help or example shown by the form. The form’s example is Describe the campaign, target audience, and main outcomes.... Replace it with your own value.
Use Update selected plan
Open /portal/ai-studio/planner on your application domain, using the workspace account for this task.
Find the form containing Plan name, Start date, Days. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Update selected plan. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
Field
What to enter or choose
Plan name
Required. Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID. The form’s example is April campaign plan. Replace it with your own value. Maximum 120 characters.
Start date
Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Days
Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving. Minimum 3. Maximum 31.
Campaign brief
Enter the campaign brief for this task, using the help or example shown by the form. The form’s example is Describe the campaign, target audience, and main outcomes.... Replace it with your own value.
Fields and choices
Field descriptions appear beside each task above so that separate forms are not mixed together.
Check the result
Stay in the same account/workspace and reopen the intended record or result screen.
For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.
Common problems
Problem
What to check
The screen or action is missing
Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected
Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty
Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending
Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.