Getting started with Mojo

Mojo is an AI teammate for B2B performance marketing. Connect your marketing stack (ad platforms, CRM, MAP, analytics) and talk to Mojo in plain English to pull reports, audit campaigns, launch programs, and take action across tools without switching tabs.

How Mojo works

When you ask Mojo something, it:

1
Figures out which tools it needs to answer your question or complete the task
2
Reads the relevant data from those tools: your Salesforce pipeline, LinkedIn campaigns, Marketo programs
3
Does the work: analysis, reporting, drafting, or taking action
4
Checks before writing: depending on your write mode setting, Mojo prompts for approval before making changes to your systems

How much Mojo asks before acting is up to you. See Write modes below.

Step 1: Accept your invite

Mojo is currently in private beta. Once you've received your invite email:

  • New user: Click the link in the email → complete account setup → you'll land in the onboarding flow
  • Existing user: Click the link and Mojo signs you in automatically
→
Didn't get an invite? Sign up or reach out to your Mojo contact directly.

Step 2: Connect your first integration

After signing in, Mojo walks you through a short onboarding flow:

1
Connect: pick a platform from the list. Click your platform and follow the OAuth or credential flow.
2
Preview: Mojo runs a sample workflow using your newly connected account so you can see it in action before you start.
3
Insight: Mojo surfaces an initial finding from your data to give you an immediate reason to keep going.

You can skip ahead and connect more tools later. Go to Integrations in the left sidebar at any time to add or manage connections.

Recommended starting point: Connect the tools you check most often. For most B2B marketing teams, that's LinkedIn Ads, Google Ads, Salesforce, and Google Analytics.

Step 3: Ask Mojo something

Once you've connected at least one tool, type a question or request in plain English. You don't need to learn a query language or know which API to call.

Good first asks:

Show me spend and conversions by campaign for the last 30 days.
Which LinkedIn campaigns have no leads in the past two weeks?
Summarize what closed-won opportunities look like from the last quarter.

Step 4: Review and approve

When Mojo is about to take a write action (pausing a campaign, updating a budget, creating a doc, sending a Slack message), it shows you what it's about to do before executing.

You'll see an approval card with:

  • What action Mojo is taking and which tool it's acting on
  • A risk label (e.g. Sensitive write)
  • A field-by-field breakdown of what will change (expandable)
  • Three controls: Approve · Always approve for this session · Reject

Read-only tasks (pulling a report, answering a question, summarizing data) never trigger an approval prompt.

Write modes

You control how much Mojo checks in with you via the write mode picker in the chat composer.

ModeBehavior
Read-onlyNo writes at all. Mojo answers questions and pulls data only.
Guarded defaultLow-risk writes run automatically. Higher-risk or destructive actions prompt for approval.
TrustedLow and high-risk writes run automatically. Only destructive actions prompt.
AutonomousAll writes execute without prompts.

Start with Guarded (the default) until you're comfortable with how Mojo handles your stack. You can change modes at any time mid-conversation.

What to try in your first session

How is my LinkedIn spend tracking against budget this month?
Which campaigns are active but have zero conversions?
Give me a top-line report: spend, leads, and pipeline from last month across all connected ad platforms.
Pause any campaigns with no impressions in the last 7 days.
✓
That last one will show you the approval card in action before Mojo touches anything.

Next steps