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BrazeAI Operator

BrazeAI OperatorTM is an AI-powered assistant built into the dashboard. Operator helps get things done—answering questions, walking through setup, troubleshooting issues, and brainstorming ideas.

Access Operator

Open Operator from any page in the Braze dashboard.

  1. Select BrazeAI OperatorTM next to your user profile.

The BrazeAI Operator icon next to a user profile.

  1. The Operator chat panel opens on the right-hand side of the screen.

The Operator chat panel.

Watch this video to see one example of what Operator can do.

Use Operator

Describe what you’re trying to accomplish using natural language. Prompts can range from simple questions to complex requests:

  • Simple: Why isn’t my Liquid rendering?
  • Complex: How can I make the abort_message tag of my message include the user attribute that caused the abort?

Operator can provide step-by-step instructions, links to Braze documentation, and plain-language explanations. Clear and specific questions lead to more helpful responses. Operator uses GPT-5.2, which offers strong reasoning and is suited for complex, multi-step tasks. For ready-to-use examples, see the prompt library.

Best practices

Treat Operator as a conversation, not a search engine. Short, natural prompts work best.

  • Be specific: Instead of “Tell me about Canvas”, try “How do I use Action Paths in Canvas?”.
  • Ask follow-up questions: If the first response doesn’t address your need, ask for clarification or additional details.
  • Use page-aware context: Operator understands your location in Braze. Open Operator while viewing the relevant page for the most accurate results.

Customize your experience

Apply brand guidelines

Add brand guidelines as context to Operator queries so responses match your brand’s voice, tone, and personality. Operator uses the brand guidelines configured in your workspace, which helps ensure consistent messaging when it suggests copy or explains features.

To set up brand guidelines, go to Settings > Brand Guidelines. For more, see Brand Guidelines.

Selecting brand guidelines in the Operator chat panel.

Leverage page-aware context

Operator automatically understands your location in Braze and tailors responses based on that context. For example, when you open Operator while building a Canvas, it can suggest relevant steps or provide guidance about Canvas features without you having to explain where you are in your workflow.

This context-awareness means you can ask shorter, more natural questions like “How do I add a delay?” instead of “How do I add a delay step in a Canvas workflow?” For ready-to-use prompts organized by dashboard page, see the prompt library.

Work with Operator responses

Get started with suggested prompts

When you open a conversation with Operator, suggested prompts appear based on common tasks and your current page. Select one to get started quickly, or type your own custom question.

Understand how Operator thinks

Operator shows its reasoning steps in collapsible sections labeled Reasoned. Select the dropdown to expand these sections and see how Operator determined an answer. This is helpful when you want to understand the logic behind a suggestion or verify the approach.

The collapsed "Reasoned" dropdown in an Operator response.

Take action with Operator

Operator can propose and execute changes directly in the Braze dashboard, such as filling in form fields, updating settings, or generating content. Each proposed change is presented as an action card for you to review and approve before it takes effect. For more on how this works, see Reviewing actions.

Copy responses to other tools

Operator responses are formatted in Markdown. When you’ve received a response, select Copy in the toolbar that appears to copy the full response to your clipboard. Most tools render Markdown natively or accept it with minor adjustments. Select a tab for your destination:

First, go to Tools > Preferences and select Automatically detect Markdown. Then to paste Markdown, go to Edit > Paste from Markdown. You can also right-click and select Paste from Markdown.

Word and Outlook don’t render Markdown natively. Paste the response into a web-based Markdown previewer, then copy the rendered output and paste it into Word or Outlook with Keep Source Formatting. Alternatively, paste as plain text and format manually.

Paste directly. Both platforms render Markdown automatically.

Paste directly. Slack renders bold, inline code, code blocks, block quotes, and bulleted lists, but it doesn’t render Markdown headings or link syntax.

If you want to work in a file or use conversion tools, you can also:

  • Open a text editor like VS Code and create a new text file, then paste the Markdown and preview to review the formatting before you convert or paste it elsewhere.
  • Use Pandoc to convert Markdown into a Word document, HTML, or PDF when you need predictable structure in Word or Outlook without pasting from a browser.

Manage your session

Stop a response

While Operator is generating a response, the Send button becomes a Stop button. Select Stop to end the response early if you need to rephrase your question or if the response is going in the wrong direction.

Clear your history

To start fresh or remove sensitive information from the conversation, select Clear chat history. This removes all current content and resets the conversation context.

Provide feedback

At the bottom of each response, use the thumbs up or thumbs down buttons to provide quick feedback. Your feedback helps improve Operator’s answers over time.

Data privacy and security

BrazeAI OperatorTM integrates with OpenAI, which acts as a Braze sub-processor subject to the Data Processing Addendum (DPA) between you and Braze. Data sent to OpenAI via Braze is not used to train or improve OpenAI models. For details on HIPAA compliance, data retention, PII handling, and governance, see Data privacy and security.

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