Using sidekick in monday campaigns

 

Who can use this feature
gray-cloud.svg Available on monday campaigns

Sidekick is the AI assistant built into the monday campaigns email editor. It lives in a chat panel on the right-hand side of every campaign and helps you write copy, design your email, generate images, and configure campaign settings, all without leaving the editor.

Use this guide to understand what Sidekick can do, how to find it, and how to get the most out of it inside monday campaigns.

 

Where to find Sidekick

Open any campaign in the email editor and select the sidekick icon at the top of the right-hand icon bar. When you open Sidekick on a new campaign, you will see a greeting with your name, a short description, and a few suggested actions to get you started. The suggested actions change depending on the campaign's state.

 

Create from scratch

When you select Create from scratch, you will see various prompt options to begin with in the sidekick panel on the right. These involve requesting sidekick to draft an email, develop a design, or inquire about other ways it can help. 

 

AI generated campaigns

For an AI generated campaign, you will see various options to analyze tone, polish design, or ask sidekick what else it can help with. 

 

Each campaign has its own conversation. Sidekick remembers the chat history for that specific campaign, so you can return to it later and pick up where you left off.

 

What Sidekick can do

Sidekick responds to plain-language requests. Below are the actions it can take on your behalf.

Write and rewrite email content
  • Draft a subject line or preview text from a brief
  • Rewrite a section in a different tone
  • Translate or shorten existing copy
Design the email
  • Generate hero images, product images, or supporting graphics directly into the email
  • Add new sections, columns, or blocks
  • Restyle existing blocks (fonts, colours, layout) using your brand kit
Configure the campaign
  • Change the subject line or preview text
  • Switch the audience segment
  • Pick a different sender
  • Update the send time
  • Turn UTM tracking on and fill in the parameters
Find things in your account
  • List your campaigns, segments, senders, or merge tags
  • Open a specific campaign and view its summary or analytics

 

Privacy and content review

Every email sidekick helps you write goes through the same content review as a manually written email. See the Campaign content review process article for details. Sidekick conversations are stored against your account so you can return to them later.

 

Usage and limits

Sidekick uses AI credits from your monday account. The number of conversations and image generations available depends on your plan and credit allowance. See the monday campaigns plan comparison for details.

 

FAQs

Where do I find Sidekick in the monday campaigns email editor?

Open any campaign in the email editor and click the sidekick icon at the top of the right-hand icon bar to open the Sidekick panel.

Does Sidekick in monday campaigns use AI credits?

Yes. Sidekick uses AI credits from your monday account. Image generation costs more credits per request than text generation. Check the monday campaigns plan comparison for your allowance.

Can Sidekick access my contact records or billing details?

No. Sidekick only has access to your current campaign, brand kit, brand domain, and account items you reference using @. It does not have access to individual contact records or billing details.

Does Sidekick remember my previous campaign conversations?

Yes. Each campaign has its own conversation history stored against your account, so you can return to a campaign later and continue where you left off.

Are emails written with Sidekick reviewed before sending?

Yes. Every email sidekick helps you write goes through the same content review process as a manually written email. See the campaign content review process article for details.

 

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