TRADITIONAL DASHBOARDS

• Show data but don’t explain it
• Require manual analysis
• No direct action from insight
• Insights often arrive too late

VORTEX IQ AI AGENT

• Explains what’s happening and why
• Recommends actions automatically
• Executes safely with approval
• Works continuously in the background

CAMPAIGN MANAGEMENT

Create, list, send

• Create new campaigns with name and subject
• List and filter campaigns by status, type, or search
• Attach address books to campaigns
• Send campaigns to explicit contact IDs

CONTACT DATA

Structure and update

• Create new custom data fields
• Retrieve all existing data fields
• Update a contact field using email identity
• Fetch a list of subscribed contacts

PERFORMANCE INSIGHT

Understand what worked

• Create Campaign summary: sends, deliveries, opens, clicksnew campaigns with name and subject
• Trend reporting by date or activity window
• Compare campaigns and highlight anomalies
• Provide improvement suggestions from recent results

DESIGNED FOR CONTROL

• No mass emailing capability (targeted sends require explicit contact IDs)
• No deletion tools (cannot delete contacts, fields, or campaigns)
• NoNo scheduling or automated journeys in the current implementation direct action from insight
• Fixed template for campaign creation (single approved HTML template)

DESIGNED FOR RELIABILITY

• API-first architecture (no dashboard scraping)
• Transparent steps (what will change, where, and why)
• Clear limitations prevent accidental high-impact actions
• WorksEasy to extend: pagination, address book management, and scheduling can be added continuously in the background