Build & Edit Campaigns with Ask Jenny
A campaign is a batch of outreach — a specific message sent for a specific reason to a target group of customers — for example, reminding members their plan is about to renew, following up on estimates that haven't been booked, or checking in after a recent service visit.
Ask Jenny is the assistant built into your UpSmith dashboard. You tell Jenny what you want in plain language — like sending a text — and Jenny sets it up for you. You can now build and adjust campaigns this way, just by chatting.
What you can do
Start a campaign from a goal. Tell Jenny what you're trying to do — "follow up with everyone who got an estimate in the last 30 days and hasn't booked." Jenny turns that into a campaign.
Choose who it reaches. Set the targeting (the group of customers), and Jenny shows you a live preview — how many people match and a sample of who they are — so you can see the audience before anything sends.
Pick the agent and schedule. With your goal outlined identify which agent makes the most sense for your target audience and when you would like for the agent to engage with your customers.
Edit a campaign that's already running. Ask Jenny to find a campaign, and it shows you a summary plus a clear "before and after" of any change you ask for.
Need to pause or stop a running campaign? That's handled by your UpSmith team for now — reach out and they'll take care of it. What to expect when you make a change
Campaigns send real text messages to real customers, so nothing changes quietly:
You confirm before anything sends. Before a change takes effect, Jenny shows you a summary of exactly what will change and asks you to approve it — nothing sends until you say yes, in the same conversation.
You see the audience before it sends. The live preview means you're never guessing who a campaign will reach.
What Jenny won't do
Jenny won't launch or change a campaign on its own — every change waits for your confirmation.
Jenny won't message customers who shouldn't be contacted (opt-outs and do-not-contact settings are always respected).
Jenny works from the customer records already in your ServiceTitan account — she doesn't invent contacts.
Common questions
Will Jenny message my customers without my okay?
No. Every campaign and every change is previewed and only sends after you confirm it in the chat.
How do I change who a campaign goes to?
Ask Jenny to edit the campaign's targeting. You'll see an updated preview of the new audience before you confirm.
How do I stop a campaign that's already running?
Contact your UpSmith team — pausing and stopping running campaigns is handled by them for now.
Can I see what a change will do before it happens?
Yes. Jenny shows a "before and after" for edits and a live audience preview for targeting, every time.
Who do I contact if something doesn't look right?
If you would like support writing your prompt to Jenny. Email support@upsmith.com and request human support writing a prompt and we’re happy to help.