The AdRoll AI Assistant is a guided, in-platform experience that helps you work with AdRoll ABM using natural language. Ask questions, review optimization opportunities, analyze advertising performance, build reports, and explore supported account and revenue insights without leaving the platform.
The Assistant combines your account context with AdRoll best practices and more than 16 years of advertising expertise to provide relevant answers and recommendations. When it surfaces a recommendation or opportunity, it also provides the reasoning behind it so you can understand the suggestion and stay in control of the final decision.
The AdRoll AI Assistant is currently available in open beta.
What is the AdRoll AI Assistant?
The AdRoll AI Assistant is the conversational way to interact with supported AdRoll ABM capabilities.
Instead of navigating between different areas of the platform to find an answer or analyze information, you can describe what you need in plain language.
For example, you can ask:
- “How is my advertising performing this month?”
- “How can I improve my campaigns’ performance?”
- “What is the spend and conversions on my target account lists?”
- “Which accounts just became Sales Ready?”
- “Give me my ABM Revenue Impact Report.”
Depending on your request, the Assistant can answer a question, retrieve advertising or account information, surface a recommendation, build a report, or return supported ABM insights.
How the AI Assistant and HeroIQ work together
The AdRoll AI Assistant is powered by HeroIQ, AdRoll’s AI intelligence and orchestration layer.
Think of the AI Assistant as the experience you interact with and HeroIQ as the system working behind it.
HeroIQ coordinates specialized AI agents that support different advertising and ABM tasks. When you make a request, the Assistant interprets what you are asking and HeroIQ determines which capabilities are needed to respond.
For example, one request may require advertising performance data, while another may use optimization recommendations, Target Account List data, Journey Stage information, Revenue Impact data, or AdRoll product guidance. HeroIQ coordinates the appropriate agents and AdRoll capabilities behind the scenes while maintaining the context of your conversation.
You do not need to choose or interact with individual agents. They work together behind the scenes so you experience one continuous conversation with the AI Assistant.
For straightforward product or setup questions, the Assistant can use approved AdRoll Help Center and technical documentation to provide guidance. For supported workflows that require account data, HeroIQ coordinates the appropriate capabilities to help complete the request.
What you can do with the AdRoll AI Assistant
The AI Assistant supports a growing set of workflows across account setup, optimization, reporting, and account insights in AdRoll ABM.
| Workflow / Capability | Description | Example prompts |
|---|---|---|
|
Account Setup & Orientation Get oriented, confirm important account foundations are in place, and ask questions in plain language before or during other workflows. | ||
| Setup & readiness checks | Check supported account foundations such as whether the AdRoll Pixel is installed and firing. | “What is the status of my pixel?” |
| Answers & guidance | Ask product, setup, strategy, and how-to questions using natural language. The Assistant uses approved AdRoll Help Center and technical documentation to help you understand features, get unstuck, or determine your next step. |
“How do I create a conversion segment?” “How do Journey Stages work?” |
|
Optimizations Understand what is working, identify opportunities to improve advertising performance or setup, and review the reasoning behind each recommendation. | ||
| Optimization recommendations | Review supported recommendations across areas such as budget, audiences, and campaign setup. Each recommendation includes context about why it is being suggested so you can decide whether to act. |
“How can I improve my campaigns’ performance?” “Is there anything I need to fix in my setup?” |
|
Reporting Ask advertising performance questions, build custom reports, and explore supported ABM account and revenue insights using natural language. | ||
| Performance insights & analysis | Analyze advertising performance across account, campaign, and ad group levels, including relevant metrics, campaign structure, daily trends, and comparisons over time. |
“How is my advertising performing this month?” “Which campaigns had the biggest week-over-week change in conversions?” |
| Custom report builder | Create a downloadable advertising report with the metrics, filters, groupings, date range, and optional chart you need. Reports can be saved, exported, or scheduled for reuse. |
“Show Q4 campaign performance.” “Create a campaign performance report for the last month.” |
| Target Account List performance | Review spend, conversions, and reach across supported Web, CTV, LinkedIn campaigns, and playbooks to understand which Target Account Lists are performing and which individual accounts your advertising is reaching. |
“What is the spend and conversions on my target account lists?” “What accounts am I reaching with this campaign?” |
| Journey Stage insights | See how target accounts are progressing through the buying journey and identify accounts entering important stages, such as Sales Ready. |
“How are my accounts moving through Journey Stages?” “Which accounts just became Sales Ready?” |
| Revenue Impact Report | Compare ad-influenced and non-influenced accounts across measures such as sales-cycle length, win rate, average deal size, and pipeline to understand how advertising relates to business outcomes. |
“Give me my ABM Revenue Impact Report.” “How does advertising influence win rate and deal size?” |
How to access the AI Assistant
You can open the AI Assistant from the left-hand navigation in AdRoll ABM.
Within the Assistant, enter your own question or request in natural language or choose from suggested prompts to explore supported workflows.
Some contextual AI entry points available in AdRoll, such as sparkle icons and the AI Insights panel, are not currently available in AdRoll ABM.
Requirements and permissions
To use the AdRoll AI Assistant, you need:
- An active AdRoll ABM account
- A user role assigned within AdRoll
The Assistant follows your existing AdRoll permissions. It can only access the accounts, data, features, and actions already available to your user role.
Some capabilities require additional account setup:
- Journey Stage insights require the AdRoll Pixel, at least one Account List, and a connected CRM.
- Revenue Impact Reporting requires a connected Salesforce or HubSpot CRM.
- Other capabilities may require the underlying feature, integration, data, or configuration to already be available in your account.
Staying in control
The AI Assistant is designed to help you understand your advertising and account data while keeping you in control of decisions.
The Assistant can surface recommendations, explain why they are being suggested, and help you investigate the underlying information. You decide whether and how to act on those recommendations.
Always review AI-generated recommendations and reporting insights to make sure they align with your objectives.
Data and security
The AI Assistant can use data available within your AdRoll account when account context is needed to answer questions, generate reports, or provide recommendations.
Your account data is not exposed to other advertisers or used to train external AI models.
Access follows your existing AdRoll permissions, so users only receive information available to their assigned accounts and roles.
For product-related questions, the Assistant is grounded in approved AdRoll Help Center and technical documentation.
AdRoll is SOC 2 compliant. For more information about AdRoll security and privacy practices, visit the NextRoll Trust Center.
Tips for getting the best results
- Ask questions in natural language. You do not need to learn special commands or prompt syntax.
- Include relevant context, such as the campaign, Target Account List, date range, metric, or objective you want to analyze.
- Use follow-up questions to refine an answer or request.
- Ask the Assistant to explain a recommendation when you want additional context.
- Review AI-generated information before making important campaign or budget decisions.
- Revisit previous conversations when you want to continue earlier work.
Current availability and limitations
The AdRoll AI Assistant is in open beta, and supported capabilities will continue to expand.
Currently:
- The Assistant is not yet accessible from every page in AdRoll ABM.
- Campaign creation through the AI Assistant is not currently supported in AdRoll ABM.
- Optimization recommendations are available through the Assistant chat. Some contextual AI entry points available in AdRoll, including sparkle icons and the AI Insights panel, are not currently available in AdRoll ABM.
- The custom report builder currently supports advertising campaign reporting.
- Target Account List performance, Journey Stage insights, and Revenue Impact are available through their dedicated Assistant capabilities.
- Engagement Reporting is not currently supported through the AI Assistant.
- Not every AdRoll ABM workflow can currently be completed through the Assistant.
- Existing package, integration, configuration, and user-permission requirements continue to apply.
The AI Assistant is free to use during the beta. As the Assistant expands, pricing and packaging may evolve.
Frequently asked questions
Do I need a specific AdRoll ABM package to use the AI Assistant?
The AI Assistant is available during the open beta.
However, it does not provide access to capabilities that are not otherwise available to your account. Existing package, integration, configuration, and permission requirements continue to apply.
Can the AI Assistant create AdRoll ABM campaigns?
Campaign creation through the AI Assistant is not currently supported in AdRoll ABM.
You can use the Assistant for supported workflows including advertising performance analysis, reporting, optimization recommendations, product guidance, Target Account List performance, Journey Stage insights, and Revenue Impact Reporting.
What reporting can I access through the AI Assistant?
You can ask questions about advertising performance and use the custom report builder to create advertising campaign reports.
The Assistant also supports dedicated ABM insights for Target Account List performance, Journey Stages, and Revenue Impact.
Engagement Reporting is not currently supported through the AI Assistant.
Can the AI Assistant make changes to my campaigns?
Supported actions vary by workflow.
In AdRoll ABM, the Assistant currently focuses primarily on guidance, recommendations, insights, and reporting. You remain in control of final campaign and budget decisions.
How accurate are the Assistant’s responses?
The Assistant uses your account context when appropriate and approved AdRoll Help Center and technical documentation for product guidance.
Like other AI systems, it can occasionally provide incomplete or inaccurate information. Review important recommendations before acting on them, and use follow-up questions when additional context or clarification is needed.
Is my account data used to train AI models?
Your account data may be used as context to generate responses, reports, recommendations, and supported ABM insights for your account.
It is not shared with other advertisers or used to train external AI models.
Does the AI Assistant replace my AdRoll account team or Support?
No. The Assistant provides another way to get information and analyze supported workflows quickly inside the platform.
Your AdRoll contacts and Support remain available for strategy, complex questions, and issues that require additional assistance.
Is the AdRoll AI Assistant the same as the AdRoll ABM MCP Server?
No. They are complementary ways to work with AdRoll using AI.
The AdRoll AI Assistant is the guided AI experience built directly into the AdRoll platform and powered by HeroIQ.
The AdRoll ABM MCP Server extends supported AdRoll data and capabilities into external MCP-compatible AI clients and workflow platforms such as ChatGPT, Claude, Cursor, n8n, and Microsoft Copilot Studio.
If you primarily work inside AdRoll ABM, the AI Assistant provides the built-in experience. If your team wants to use supported AdRoll ABM capabilities from external AI and automation tools, learn more about the AdRoll ABM MCP Server.