You can use the focus group template to get started.

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Quick Overview

This Marketing Focus Group flow lets your agent:
  • Simulate a focus group discussion with distinct personas
  • Iterate on marketing copy based on participant feedback
  • Score each version for excitement and confusion levels
  • Refine automatically until all participants are satisfied
  • Deliver the final, polished marketing message

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Setting Up Your Focus Group

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Step 1: Configure the Trigger

Chat message trigger
The workflow begins with a Chat Message Received trigger. This allows you to initiate the focus group by sending your initial marketing copy in the task view. No additional configuration needed—just send your copy to get started.

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Step 2: Create Focus Group Participants

Focus group personas setup
You’ll see three Chat Send Message actions representing your focus group: 1. Focus Group Manager (Johnny)
  • Role: Iterates on copy based on feedback
  • Manages the refinement process
  • Synthesizes participant input
2. Participant #1 (Tinkerer Tommy)
  • Persona: 30-year-old solopreneur
  • Perspective: Technical, detail-oriented
  • Values: Clarity and innovation
3. Participant #2 (Savvy Sarah)
  • Persona: 45-year-old marketing director
  • Perspective: Strategic, brand-focused
  • Values: ROI and market positioning
We recommend creating personas that match your ICP!

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Step 3: Set Up Feedback Ratings

Scoring system configuration
Each participant provides two scores per iteration:
  • Excitement Score: How compelling is the copy? (0-10)
  • Confusion Score: How clear is the message? (0-10)
Target: 10/10 excitement, 2/10 or less confusion from ALL participants.

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Step 4: Configure Iteration Logic

Iteration conditions
Add a Condition step that ensures:
  • Minimum 3 rounds of iteration
  • Continue if less than 3 rounds completed
  • Proceed to quality check after 3+ rounds
This guarantees thorough refinement while preventing endless loops.

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Step 5: Quality Check Conditions

Success criteria conditions
Add another Condition to check if:
  • ALL participants rate 10/10 excitement
  • ALL participants rate 2/10 or less confusion
If criteria not met → continue iterating If criteria met → proceed to final delivery

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Step 6: Victory Message & Final Copy

Final output configuration
  1. Chat Send Message with victory confirmation: 
    Victory! Explain the final positioning and summarize the whole conversation — what worked, what didn't. Be concise, no yapping.
  2. AI Agent to deliver final copy: 
    Send the user the final copy so they can copy and paste it. The user MUST receive the complete, final copy after revisions.

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Advanced Customizations

FeatureWhat it does
Additional PersonasAdd more participants for broader perspectives
Industry-Specific RolesCustomize personas to match your target audience
Multi-Language TestingCreate personas that evaluate copy in different languages
Channel-Specific FeedbackTest how copy performs for email vs. social vs. web
Compliance CheckerAdd a legal/compliance persona for regulated industries

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Best Practices

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Next Steps

Competitive Content Analysis

Analyze competitor messaging strategies

Agent Steps

Build sophisticated persona simulation workflows

Prompt Guide

Write better prompts for realistic personas

Test Panel

Test your focus group setups