ASK BLOOM & THE MARKETING COPILOT

Less re-explaining.
More useful help.

Ask for help where the work already lives. Use the marketing copilot to prepare a brief with company context, or Ask Bloom to understand supported workspace information and the next step.

Explore the workflow ↓

Illustrative product views · Northstar Home · Sample dataTry the tabs above ↗

Find planned agent-started work in your existing Bloom Copilot.

Planned capability. These connections are not available yet.

FROM START TO NEXT STEP

Bring the question closer to the work.

Start in context

Open the relevant company or customer workspace so the request has the right business context.

Ask a useful question

Summarize a record, clarify what needs attention, or prepare a campaign brief from approved information.

Review what moves forward

Inspect the answer or draft. Actions remain subject to your permissions, the supported tools, and the required approvals.

FOLLOW THE WORK, STEP BY STEP

Follow a real workflow.

Choose a use case to see the steps, the outcome, and what you need to get started.

Question to useful work

Keep the source and review surface close.

01Open the right workspace
02Ask in context
03Inspect the answer
04Open the draft or record
05Review the next action

What you leave with

An answer or prepared action that can be checked in context.

What you need to start

Supported tool, correct role, relevant company information and usage terms.

Workflow illustration · The product views above show the interface.

INSIDE BLOOM INTELLIGENCE

Help that stays close to the source.

See how the pieces connect. Open a group below for the tools, details, and where to find them.

YOUR WORKSPACE

Ask in context

CompanyApproved business information

CustomerThe record you are working on

PermissionsYour existing role

ASK BLOOM

Prepare the next step

What needs attention on this record?

Review the open follow-up and the latest customer notes.

Illustrative answer

HUMAN REVIEW

Check before acting

SourceReturn to the underlying record

DraftInspect the prepared work

ActionPermissions and approvals applyReview

01Set the context02Prepare the work03Review the next step

Illustrative workflow · sample data. Available tools depend on your plan, role, and setup.

01Choose the assistant for the jobThese experiences share context principles but serve different people.3 tools

Ask Bloom

Ask about supported workspace information beside the customer or task. The assistant follows the signed-in user’s access.

CRM → Ask Bloom

Marketing copilot

Prepare campaign work using the company’s facts, brand, offers, and the supported marketing tools.

Marketing Command

Public visitor assistance

Use Website Concierge when the audience is a site visitor; it answers from a released public knowledge scope.

Website Concierge

02Keep people in controlA useful answer and an approved action are different events.3 tools

Grounded context

Open the relevant workspace and inspect the record or source behind the answer.

Customer or company workspace

Draft & review

Use the assistant to prepare work, then review it in the corresponding product surface.

Assistant → Review surface

Permission-aware actions

Available tools depend on access and configuration. Publishing, funding, and other consequential actions retain their own controls.

Supported action workflow

SCOPE & AVAILABILITY

Intelligence does not grant additional account access or promise every integration. Ask Bloom, Marketing Command, and Concierge are distinct surfaces with different data boundaries.

PLANS & SCOPE

Intelligence within your existing workflow.

See the starting price, then check the allowances and any extra costs. Your accepted offer confirms the final scope.

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Intelligence within your workflow

Plan-dependent

Ask Bloom and copilot access depend on your workspace and plan. Generation and other metered work use the applicable allowance or accepted usage terms.

There is no separate unlimited-AI promise. Confirm the supported tools, usage, and modules with your Bloom plan.

Scope, allowances & extra costs

Open any item for the details.

Workspace assistancePlan and access dependent

Ask Bloom and Marketing Command use the tools and information enabled for your workspace.

Paid generationQuoted credits per action

Generation balances, communication usage, and advertising or campaign funding are separate.

USD · Catalog and Bloom Build Plans & Services checked October 5, 2026. Your accepted offer governs billing and activation.

THE DETAILS THAT MATTER

Good questions.
Clear answers.

Which assistant should a website visitor use?+

Website Concierge is designed for public visitors. Ask Bloom is for signed-in workspace users; the marketing copilot supports marketing work.

Does asking a question approve publishing or spend?+

No. A conversation does not bypass the required approval for publishing or advertising activation.

Can it use every tool in every account?+

No. Available tools and information depend on workspace configuration, role, permissions, and product readiness.

LET’S MAP IT TO YOUR BUSINESS

Show us the work.
We’ll help connect it.

Walk through your people, processes, and priorities with the Bloom team.

Less re-explaining.More useful help.