AI Management Assistant

Description

Getting answers from Mautic means knowing where to look: which report to run, which segment to build, which campaign filter to apply. For marketing managers and executives, this creates a dependency on whoever knows the system.

AI Management Assistant removes that dependency. You ask a question in plain language — "How many new contacts came in this week?", "Which campaign had the highest click rate last month?", "Show me segment growth over the past 90 days" — and the assistant queries your live Mautic data and returns a grounded answer with a chart.

Answers are always data-backed. The assistant does not guess. Every response includes the source and can be saved as a dashboard card for repeated use.

Who It Is For

• –Executives and marketing managers who want data-driven answers without running reports
• –Operators who answer management questions regularly and want a faster way to surface data
• –Teams doing weekly or monthly performance reviews that require the same metrics repeatedly

Features

• –Chat interface embedded in the Mautic admin panel — no separate tool to open
• –Ask questions in plain language about contacts, segments, campaigns, emails, and forms
• –Context-aware responses: the assistant understands Mautic's data model and uses it correctly
• –Automatic chart rendering for numeric results, trends, and comparisons
• –Tool-based query planning — the assistant breaks complex questions into verifiable data lookups
• –Read-only by default: data queries, not data changes
• –Approved actions available for operators with the right permissions (e.g. add a tag, update a field)
• –Save any answer as a dashboard card for one-click access in future sessions
• –Full audit trail: every question, every tool call, every response is logged
• –Permission-aware: the assistant only accesses data the logged-in user is permitted to see

Installation

This plugin requires Mautic 7, PHP 8.1 or later, and an API key for a supported AI model.

Download the ZIP package:

1. 1.Download AiManagementAssistantBundle-0.1.0.zip
2. 2.Verify the checksum: AiManagementAssistantBundle-0.1.0.zip.sha256
3. 3.Extract the ZIP into your Mautic `plugins/` directory
4. 4.Run:

php bin/console cache:clear
php bin/console mautic:plugins:reload

The ZIP includes a full `INSTALL.md` with step-by-step instructions.

All published releases are listed on the release index.

Enable from Settings → Plugins, then configure your AI backend under Settings → AI Management Assistant.

The in-app guide is available at mautic.bse-corp.com/s/ai/management-assistant/guide (requires Mautic login).

Example Questions

• –"How many contacts were added in the last 7 days, and how does that compare to the week before?"
• –"Which of my active campaigns has the lowest email open rate?"
• –"Show me the top 5 segments by size."
• –"How many contacts have the tag 'qualified' but have never opened an email?"
• –"What percentage of contacts from the 'Webinar May 2025' form submission have been enrolled in a follow-up campaign?"

What It Does Not Do

• –It does not make decisions autonomously or change data without explicit approval
• –It does not replace a full business intelligence or reporting platform
• –It does not have access to data outside your Mautic installation
• –Answers are only as accurate as your Mautic data — it does not infer or extrapolate beyond what exists