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§ Agent · SalesForce Marketing Cloud

The Salesforce Marketing Cloud data agent that acts the way you would.

It keeps an eye on your Salesforce Marketing Cloud data alongside your CRM and revenue sources, on a schedule you set or whenever fresh data lands. When something needs attention, it tells you, or handles it the way you'd want.

D
DefiniteAPP9:14 AM · #marketing-alerts
⚠️ Email-sourced pipeline down 34% this month; nurture sequence click rate collapsed

Your nurture campaign click rate dropped from 3.8% to 1.4% over the last 3 weeks while send volume held steady. Joining to CRM, email-sourced pipeline is down $41k against a $120k monthly baseline. 80% of the drop traces to the mid-funnel nurture journey, and bounce rates on two lists spiked after last week's import.

Review & approve Dismiss
SFMC Send + Email Engagement Event + Subscriber + List · joined to CRM pipeline · audit log

How an agent works

An agent watches one thing and acts on it. Not a workflow, just a standing watch that usually does nothing and acts the moment it should.

◄ repeats on the schedule you set ►

You stay in control

An agent does what you'd do, and only what you've authorized.

The same trusted numbers

It acts on the same governed metrics as your dashboards, and every action is logged and traceable.

You approve anything that writes

It alerts and recommends on its own; anything that changes data is yours to approve.

Try it on a test channel first

Point a new agent at a throwaway channel and watch its judgment before it touches anything real.

No false alarms

It remembers what it already flagged and waits before acting again, so it won't alert you about the same thing twice.

What you can put an agent on

AttributionACROSS YOUR SOURCES

Tie email engagement to revenue, not just opens and clicks

It joins your Salesforce Marketing Cloud click and open events to CRM pipeline and revenue data, so you see which sends actually moved money. You stop reporting on engagement rates in isolation and start showing the CFO which journeys drove pipeline and which just burned list.

Email Engagement EventSendCampaign
Health

Catch list decay before it tanks your deliverability

When your bounce rate, unsubscribe rate, or list churn breaks its trend, it tells you which lists are degrading, how fast, and what the deliverability impact looks like. You hear about the list going stale while there is still time to clean it, not after your sender reputation takes the hit.

SubscriberListEmail Engagement Event
Performance

Flag the send that underperformed before the recap meeting

It watches open rates, click rates, and bounces by send and compares each deployment against your own baselines. When a send lands well below trend, it tells you which one, by how much, and which subscriber lists drove the miss, so you walk into the weekly review already knowing what happened.

SendEmailEmail Engagement Event
Custom

Run any Python it needs to get the job done

Beyond alerts and write-backs, an agent can run arbitrary Python, so it can do whatever the task actually requires: call an API, kick off a job, reshape the data, or wire into your own tooling. The action space is yours to define.

Why not just build it yourself?

You could rig one of these with a cron job and a Slack webhook in an afternoon. The watching is the easy part. Here's what you'd own forever, and don't, here:

  • The cross-source join: not one tool's data, but it reconciled against the rest of your stack
  • A trusted, consistent metric: the same number your dashboards use
  • The investigation into why, when something fires
  • A full audit trail of everything it did
  • The upkeep, when the schema drifts or the script breaks at 2am

The data it works from

Every SalesForce Marketing Cloud object, modeled and query-ready the moment you connect.

Subscriber
revenue_financecustomer
List
customermarketing
Email
marketingsupport
Send
marketingengagement
Email Engagement Event
marketingengagement
Campaign
marketingsupport
Data Extension
revenue_financemarketing

It runs on your real Salesforce Marketing Cloud account (test sends, duplicate subscribers, stale data extensions and all), not a tidy demo.

Where it acts

Slack

A message in the channel you choose, with the context and a button to act on it.

Email

A summary in the inbox of the people who need to see it.

Webhook

A payload to your own systems, to wire the agent into whatever you already run.

Warehouse write-back

A flag written back to your warehouse for everything downstream to pick up.

Hand off to Fi

Kick the question to Fi to investigate the why and propose the fix.

MCP

Expose it to your own agents and tools over MCP, and drive it from your stack.

Run it in your own VPC or fully self-hosted. Everything it does is pure SQL and Python you can inspect.

Build your agents with Fi

Fi is your AI analyst. It helps you build and customize everything in Definite, including the agents that watch and act.

Fi

Your AI analyst. Ask questions in plain English, and let it help you build and customize everything in Definite, including your agents.

Meet Fi →

Agents

The watchers and actors. Once you've built one, it runs on its own, keeping an eye on what matters and acting the way you would.

Autonomous agents →

Get started

  1. 1Connect SalesForce Marketing Cloud, and the sources it needs to reconcile against. Synced and modeled in an afternoon.
  2. 2See the numbers tie out to what you already trust.
  3. 3Put an agent on one thing you can't afford to miss. Fi helps you build it.
§ FAQ

Common questions

You set the schedule, and it also re-checks whenever fresh SalesForce Marketing Cloud data lands. Each agent watches the one thing you point it at, nothing else.
It alerts and recommends on its own. Anything that writes, whether to a tool, your warehouse, or a customer, is yours to approve. You can also point a new agent at a test channel first and watch its judgment before it touches anything real.
When something fires, it can hand off to Fi to investigate, drilling into the data it has across your connected sources to find what's behind the move, and showing its work.
Those score and report inside Marketing Cloud, when you ask. This watches continuously, reasons across your email engagement plus the CRM pipeline and revenue data that shows whether sends converted, and hands off to Fi to investigate why a journey stopped working, so you find out before the recap meeting, not during it.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.