Skip to main content
New Introducing Mosaic Learn more
Introducing Plays

An agent on every contact
and account.

Set the goal once. Plays decide what every person gets and when, personalize every email, and log the reason for each decision.

Used by MOps teams replacing Marketo, Pardot, and HubSpot.

Workflows decide by step. Plays decide by person.

On day 12, everyone in the nurture gets the same email. A Play checks what you know about each person first, then decides whether it goes out, when, or what goes instead.

Send email: Feature spotlight Evaluation nurture · Day 12
Goes to all 1,240 contacts on this step
Julia Moreau VP Marketing
Booked a pricing call for Thursday Chili Piper
Feature spotlight Pitches features before a pricing call.
Omar Siddiqui Marketing Ops
Got the webinar invite this morning Conversion
Feature spotlight Second email today.
Nadia Rahman Lifecycle Lead
Built 3 workflows in the trial Snowflake
Feature spotlight Lucky fit this time.
Hannah Brooks Demand Gen Lead
Deal in Negotiation Salesforce
Feature spotlight Lands in the middle of the deal.
Ken Watanabe Head of Growth
No opens in 60 days Conversion
Feature spotlight Unopened again.
Elena Petrova Marketing Director
Just changed jobs ZoomInfo
Feature spotlight Bounces. No longer at Postman.

Same email to everyone. It fit one of them.

How a Play works.

You set the goal and the rules. The Play works every contact and account toward it, and logs every decision it makes.

Brief

Paragraph
Describe what this play should do for one contact at a time...

Get evaluators at open enterprise deals into a technical deep dive with their team. Warm up the rest of the group with ads and 1:1 pages, one email a week at most.

Enrolled audience Open enterprise pipeline
Can use Email1:1 pagesAd audiencesCampaigns

You set the goal

Write the brief in plain language, pick the audience, and choose the emails, pages, and ads the Play can use.

Wake up when a contact

Visits a page A tracked visit to your website.
Submits a form Any form on your site or in an email.
Salesforce converts the lead The lead becomes a Salesforce contact.
Campaign membership changes Added, removed, or a status on the membership.
Joins or leaves an audience Any audience, not only this play's.

Signals wake it up

Choose the events that start a turn: page visits, form fills, email engagement, Salesforce changes.

Dana Whitfield Director of Analytics · Linear
Plan Reading… Updated just now

Dana is building the case for her team, and 2 pricing visits this week say she's close.

Add to Mid-funnel ads Today Keeps the buying group warm while Dana builds the case.
Build a 1:1 page for Linear Wed Around the metrics Dana asked about on the call.
Teardown invite Tentative Mon 10:00 AM Only if Dana opens the page first.

It plans what's next

It reads everything Conversion knows about the person and the account, then plans what they get next and when.

Decisions from today 14 decisions 15 decisions
Added to Mid-funnel ads 9:42 AM Audience · Evaluation to deep dive 2 pricing visits this week.
Added to Q4 Evaluation campaign 9:12 AM Campaign · Evaluation to deep dive Linear's deal moved to evaluation in Salesforce.
Built a 1:1 page for Linear 8:31 AM Asset · Evaluation to deep dive Around the data models Wei owns.
Rescheduled Metrics guide 8:04 AM Rescheduled · Evaluation to deep dive Dana already gets the webinar recap on Tuesday.

Every decision is logged

Each decision lands in the contact's log with its reason, and any of them can be reversed from there.

What a Play does.

For every contact, a Play picks the day, the message, and the channel, or skips the email entirely.

See it on your data
Dana Whitfield Director of Analytics · Linear
Queue Decisions Variants Memory
Woke up · Website Visited /pricing twice this week 2m ago
Decisions from today
Rescheduled the metrics guide to Thursday Rescheduled · Enterprise Pipeline 9:42 AM

Moved One definition of every metric to Thursday so Dana doesn't get 2 emails tomorrow. Stack teardown is already going out, and she opens about 1 email a day.

Up next

Stack teardown Tomorrow
One definition of every metric Rescheduled Thu 10:30
Account plays

One Play. The whole buying group.

An account Play plans for the whole buying group at once: who hears what, in what order, and when. Click anything on the board to see the reasoning behind it.

Linear Account · 6 in the buying group Evaluation
Buying group Decisions Variants Activity
Person Mon 22 Tue 23 Wed 24 Thu 25 Fri 26
Dana Whitfield Director of Analytics
Wei Zhang Analytics Engineer
Owen Brooks VP Engineering
Grace Larsen CFO
Tom Iverson Head of Security
Shiela Chen Director of Finance
Account plan Updated 5m ago

Get Linear through Tom's security review on Friday.

Stack teardown Tue Dana first. She forwards it on.
Cost page Wed Grace, instead of the product tour.
1:1 page Thu Wei, 2 days after Dana.
Security overview Fri Tom, right after the review.

Why this decision

Stack teardown · Dana Tue

Queued first for Dana. She's the champion and forwards what matters, so the rest of the team hears after she has it.

Metrics guide · Dana Thu

Moved from Tuesday to Thursday so Dana doesn't get 2 emails in one day.

1:1 page · Wei Thu

Built around the data models Wei owns, and timed 2 days after Dana's so they don't land together.

Exec ads · Owen Wed

Added to the engineering leaders ad audience, so Owen sees the story on LinkedIn while his team evaluates.

Cost page · Grace Wed

A cost page instead of the product tour. Grace signs off on budget and has never opened a product email.

Product tour · Tom Mon

Skipped because Tom's security review with Marcus is Friday. Marcus was alerted in Slack.

Security overview · Tom Fri

Queued for Friday afternoon, right after the review, with answers to the questions Tom sent Marcus.

Metrics guide · Shiela Tue

Skipped because Dana already forwards it to Shiela.

Finance ads · Shiela Wed

Added to the finance leaders ad audience instead, so Shiela sees the cost story on LinkedIn without another email.

Control

A Play works inside your rules.

Every limit you run today still applies. You see everything a Play does, and you can undo any of it.

Your workflows keep running

Blasts and workflows run the way they do today. Give an email a window, say whether it can be skipped, and the Play picks the moment inside it.

Communication limits and restrictions are enforced

Frequency caps, consent, and suppression lists apply to every email a Play touches, and an email you mark as required always goes out.

You choose what needs approval

Set each action to Auto, Ask first, or Off. Pin any email to a time, cancel it, or reverse a decision from the contact's log.

FAQ

Common questions

What marketing ops leaders ask before they let an agent decide what goes out.

A Play is an AI agent that works every contact and account in an audience toward the goal you set. It decides what each person gets and when, personalizes emails and pages, takes actions like ad audience changes and Slack alerts, and records every decision with its reason.

A workflow does the same thing for everyone who reaches a step. A Play decides for one person at a time. It works on top of your workflows: their emails land on the same queue, and for any email you give room to, the Play picks the moment or decides it should not go.

Agents do work for your team, like building a campaign from a Slack brief or checking an email before it goes out. Plays work on your contacts and accounts, deciding what each one receives. Both run on the same context layer.

Both emails land on that person's queue. The Play sees them together and spaces them out, or decides one is not worth sending, inside your communication limits.

Yes. Every contact has a queue that shows every email coming from every blast, workflow, and Play, along with what already went out.

Everything in Conversion's context layer: Salesforce records and opportunities, warehouse tables, product events, website visits, email engagement, and call notes. Each decision shows what it was working from.

No. A Play decides inside your communication limits for every email, whether a blast, a workflow, or the Play itself put it there. Operational blasts and emails, like account notices or event logistics, still go out regardless of any Play and don't count toward your limits.

See a Play work your accounts.

Bring a target account list. We'll show you what a Play would do for every contact on it, and why.