AI Agents for Marketing: Best Platforms for Automation & Engagement

Modern B2B marketing runs on velocity. Campaigns, launches, and lifecycle moments move fast. The teams that win are the ones who can activate signals, personalize at scale, and prove impact without slowing down. Agentic AI makes that possible.

AI agents read context across your marketing tech stack, understand the next best move, and execute—creating assets, routing handoffs, and pushing changes live the same day—so your team stays focused on story, brand, and outcomes.

The result is a steady drumbeat of on‑brand programs, activated across channels, tied to pipeline and with governance and human-in-the-loop approvals built in.

But not all AI agents are created equal. Maturity, guardrails, and integration depth vary widely, and the right fit depends on your goals. In this guide, we break down leading agent platforms by marketing function and when to use each type, so you can move faster and prove impact sooner.

• Video, events, and content repurposing: Goldcast
• Lifecycle, personalization & multi-agent systems: Relevance AI
• CRM-native marketing agents: Agentforce
• Custom AI agent builders: Botpress, Voiceflow, Make, MindStudio

AI agents are goal-driven systems (often LLM-powered) that adapt in real time to perform marketing tasks with minimal human input.

Here’s how they work:

• Perceive: Ingest signals across channels (CRM, web, events, email, video).
• Reason: Infer intent and choose next best actions.
• Act: Create content, segment audiences, alert sales.
• Learn: Improve from outcomes.

Unlike rules-based marketing automation, AI agents adapt to context in real time. Instead of tech stack silos and manual workflows, you get end-to-end platforms built for the entire content management lifecycle, with AI doing the “unsexy work.”

That’s important. Because in a world where the traditional buyer journey has been flipped on its head, AI agents level the playing field. With the right platforms, even small marketing teams can run more programs and win more mindshare.

When it comes to AI in B2B marketing, the shiny object syndrome is real. Don’t waste budget on redundant tools. In this section, we’ll deep-dive into each AI agent to help you map your marketing technology needs to the right platform or builder.

What it is: B2B video platform with agentic tools to help you host events and podcasts, and help repurpose recorded video into multi‑channel content.

Key features:

• Unified events + video: webinars, virtual/hybrid/field events, registration-to-on‑demand.
• Engagement: chat, Q&A, polls, networking, breakouts
• Repurposing: Content Lab + AI Search produce clips, blogs, social, hubs
• Branding: fully branded experiences + embedded events
• Analytics: real‑time insights, attribution, cross‑event performance.
• Integrations: Salesforce, HubSpot, Marketo, and more
• Agents: Agentic Video Editor, Agentic Content Curator; AI Event Analyst (coming soon)

Ideal for: B2B teams running webinars/events that need fast, on‑brand repurposing and integrated analytics to prove pipeline impact.

What it is: No‑code platform to build multi‑agent “AI workforces” for marketing ops.

Top features:

• AI BDR Agent: instant speed‑to‑lead, personalized outreach, handles replies and books meetings, keeps CRM up to date.
• CRM Enrichment Agent: real‑time, multi‑source enrichment (Google, LinkedIn, websites), automated classification (job function, industry), complete prospect profiles.
• Account Research Agent: human‑quality account research on autopilot; pulls data from anywhere, recommends “conversation levers,” prioritizes high‑fit accounts.
• Integrates with your martech stack and is fully customizable to your sales process

Ideal for: GTM teams that need faster responses, better prospect intel, and up‑to‑date CRM records—without dedicated engineering.

Plans: Free plan available (no card required); try for free or request a demo.

What it is: Salesforce’s native AI agent platform for campaigns, journeys, and analytics. Build, deploy, and supervise autonomous AI agents across teams and channels—powered by the Atlas Reasoning Engine.

Top features:

• Atlas Reasoning Engine: understands intent, decides actions, and executes autonomously.
• Agent Builder (low‑code/pro‑code): configure topics, instructions and actions using Flows, Prompts, Apex, MuleSoft; full agent lifecycle tools to ideate, test, deploy, supervise.
• Trust & Guardrails: Einstein Trust Layer (dynamic grounding, zero data retention, toxicity detection) plus admin guardrails to keep agents on‑policy.
• AgentExchange marketplace: ready‑to‑use agent actions and templates; extend with partner network.
• Native Salesforce data integration (CRM, Data Cloud/Customer 360) and multi‑channel actions across service, sales, marketing, commerce, and more.

Ideal for: Salesforce‑centric enterprises that need to be governed, CRM‑native agents for service, sales development, employee support, campaign optimisation, and domain‑specific use cases.

Plans/Pricing: Start free via Salesforce Foundations; pay‑as‑you‑go from ~$2 per conversation/lead. See pricing and the ROI calculator.

What it is: Extensible AI agent platform for marketing teams to build, deploy, and monitor agents that automate engagement and data tasks.

Top features:

• Automate data capture and CRM updates from every lead interaction.
• Personalize outreach across channels (email, WhatsApp, web) with real‑time segmentation.
• Live performance dashboards to track engagement and A/B tests.
• Integrations with Google Analytics, WhatsApp, SendGrid, HubSpot

Ideal for: Marketing teams scaling campaign automation, channel personalization, and analytics without heavy engineering.

Plans/Pricing: PAYG ($0 + AI spend, includes $5 monthly AI credit)

What it is: Purpose‑built platform for product teams to design, test, and deploy AI voice and chat agents with speed, control, and observability.

Top features:

• Voice agents for human‑like phone calls; deep customization for chat agents.
• Team collaboration and “platform of record” for building and scaling AI agents securely.
• Developer APIs + integrations (Salesforce, Zendesk, Segment, Snowflake, Shopify, Sigma) to power data, knowledge, and interfaces.

Ideal for: Product/support teams starting with customer support and scaling to finance, ecommerce, and other voice/chat use cases.

Plans: Sign up free or book a demo.

What it is: Agentic automation platform to build, customize, and manage AI agents that adapt in real time and reduce workflow complexity—backed by 3,000+ app integrations and 30,000+ actions.

Top features:

• Define agents in natural language; global prompts with scenario‑specific customization.
• Real‑time, adaptive decision‑making; agents access Make scenarios as tools to act.
• Centralized, reusable agents across workflows for better oversight and reduced redundancy.
• Visual‑first platform; 3,000+ integrations (OpenAI, Anthropic, Vertex/Gemini, Azure OpenAI, Perplexity, ElevenLabs, Mistral, Synthesia, Hugging Face).

Ideal for: Ops‑minded teams and automation specialists who need goal‑driven agents that plug into existing systems and scale across many workflows.

Plans: Start free or talk to sales.

What it is: No‑code agent builder to design, deploy, and manage AI agents fast—backed by 200+ models, 100+ templates, and APIs/webhooks for easy integration.

Top features:

• Visual IDE + 100+ templates; average build in 15–60 minutes.
• Access 200+ AI models without API keys; compare by quality, latency, and cost.
• Multi‑deployment: web apps, backend/scheduled, browser extensions, email triggers, webhook/API, MCP servers.
• Integrates via APIs/webhooks; 1,000+ pre‑built integrations.
• Enterprise options: SOC 2/GDPR, SSO/SAML/SCIM, RBAC, audit logging.

Ideal for: Individuals, product/ops teams, and automation specialists who need rapid agent prototyping, broad integrations, and enterprise governance.++

Plans: Individual $20/mo ($16/mo billed annually); Business (custom) with 90‑day free trial, unlimited collaborators, dedicated enterprise support.

AI agents supercharge your existing stack: they accelerate execution, elevate personalization, and turn recordings and CRM insights into always‑on programs.

Whether you’re repurposing event recordings, orchestrating lifecycle journeys, activating CRM signals, or automating bespoke workflows, agents bring the speed and adaptability traditional automation can’t. You can launch more, learn faster, and prove real pipeline impact.

Ship more with the team you have. AI agents take on repetitive execution—turning long-form video into channel-ready assets, building campaign components, segmenting audiences, and cleaning data—so marketers can focus on strategy and creative. The result: more programs live, faster, without adding headcount.

Go from idea to in-market in minutes. Video agents spin up clips and captions instantly, lifecycle agents rebuild journeys on the fly, and CRM-native agents push updates directly into your GTM stack. No waiting on assets, segments, or follow-ups—just launch.

Deliver the next best action for every buyer and account. Agents read engagement, behavior, and CRM signals to tailor messaging, content, and timing automatically—far beyond static segmentation—so every touch feels relevant. With buyers nearly 70% through their purchasing process before they reach out; timely, personalized touches are how you earn a place at the top of their day one list.

Make every asset work harder. Agents continuously repurpose recordings, reuse content, and operationalize CRM data—amplifying your events, podcasts, and campaigns while improving attribution and pipeline impact. Repurposing is now the default: 90% of marketers repurpose video into other assets—social posts (77%), email (42%), blogs (36%)—yet at least 43% still miss opportunities to repurpose webinars and virtual events.

Keep improving without pausing programs. Agents monitor performance continuously and adjust tactics in the moment—reallocating budget, refreshing copy, updating segments, and surfacing recommendations—so results compound while campaigns run. 84% of marketers believe AI will be critical to hitting their goals in the next 1–3 years—use agents to operationalize those gains in‑flight, not just post‑mortem.

Here’s our Head of Marketing & Growth, Kelly Cheng on the latest AI investment trends and how to find the sweet spot with adoption:

• Start focused: pick one problem (video, lifecycle, CRM, custom).
• Set autonomy guardrails: copilot, approvals, or fully autonomous.
• Verify deep integrations: read/write across CRM/MAP/analytics/events.
• Governance: brand voice, approvals, audit trails.
• Fit to team: branded tools for content teams; flexible builders for ops.

Teams using AI in video production report tangible benefits: 86% say AI saves time in production, >40% have already saved 3+ hours per task, and 74% say AI tools reduced their need to outsource.

If you’re ready to turn every webinar, event, and recording into an always-on growth engine, Goldcast brings agentic speed, on-brand repurposing, and integrated analytics under one roof.

Go end-to-end—from hosting to clips, blogs, social, and attribution—without adding headcount.

Book a demo to see Goldcast’s agentic workflows in action.

1. How do AI marketing agents ensure brand voice consistency across different platforms?

Agents use marketing technology (NLP/ML) trained on your brand guidelines, approved assets, and customer data to mirror tone and vocabulary across email marketing, social media, and web. Many teams pair agents with a copywriter for final polish, then track consistency with simple metrics (e.g., brand term adherence, sentiment). The result is a more streamlined content process and a better, more consistent user experience across channels.

2. Can AI marketing agents handle crisis communications or sensitive topics?

Agents can monitor social media, community channels, and support inboxes for spikes in negative sentiment and alert stakeholders. Build clear project management workflows: agents triage, then escalate to humans for final approval. Integrate your customer relationship management system so context follows the ticket, protecting customer experience while avoiding inefficiencies during high‑stakes moments.

3. How do AI agents help with tech stack consolidation and cost savings?

Agents reduce reliance on point solutions by centralizing workflows in a single platform, which helps eliminate data silos and duplicated effort. This tech stack consolidation creates a more consolidated tech stack and tighter ecosystem across content, analytics, and CRM—often delivering cost savings and better scalability. Gartner has highlighted consolidation as a priority for SaaS buyers; agents also integrate with new tools when needed.

4. What data privacy considerations should companies address when deploying AI marketing agents?

• Comply with GDPR/CCPA and your industry’s rules.
• Encrypt data in transit/at rest; minimize retention.
• Obtain consent before using customer data for personalization.
• Govern access via roles; audit trails for all actions.
• Vet SaaS vendors and new technologies for privacy posture and ecosystem integrations.These steps prevent leakage between different tools and reduce the risk of emerging data silos.

5. How long does it typically take to see ROI from implementing AI marketing agents?

• Weeks 2–4: time savings from streamlined execution and better project management.
• Months 3–6: measurable ROI once workflows stabilize and metrics (e.g., reply rates, content velocity) improve.

Cost savings typically come from reduced vendor overlap, faster campaign cycles, and reallocated marketing efforts to higher‑impact work.

6. Can AI marketing agents effectively collaborate with human team members, or do they work in isolation?

Yes—agents slot into approval flows, assist onboarding, and hand off context to the sales team. Humans set marketing strategy and creative direction; agents execute repeatable tasks across marketing campaigns, social media management, and nurture. Think “copilot”: you review, they produce, and together you move prospects through the customer journey faster.

7. What happens if an AI marketing agent makes a mistake in published content?

Use audit logs, version control, and instant rollback to fix content quickly. In a consolidated tech stack, corrections propagate across channels without manual rework, reducing inefficiencies. Prevent repeat issues by tightening guardrails and approvals—especially for high‑stakes or regulated content.