Created by:
Customer Marketing Alliance
What is an AI community advocate playbook?
An AI community advocate playbook is a step-by-step framework for identifying potential brand advocates within your online community using AI.
Many of your strongest advocates are already answering questions, sharing best practices, defending your brand, and helping other users, but finding them manually can be difficult and time-consuming.
This playbook helps teams use AI to analyze community data, identify advocacy signals, and build a repeatable process for surfacing high-potential advocates at scale.
What’s inside the template?
This playbook includes four core stages for building an AI-powered advocate discovery process:
- Check your foundations
- Get your data ready
- Define what to extract and classify
- Define your advocacy signals
- Build and run your prompts
- Common pitfalls checklist
- Output action planning
- Recurring execution and governance plan
How to use the template
Start by connecting your community data to customer records and identifying the data sources you'll use for analysis.
Next, define the fields and advocacy signals you want AI to extract, then build prompts that classify, score, and rank community members based on advocacy potential.
Review the output, validate high-scoring advocates, and route opportunities to the appropriate teams for outreach, advocacy programs, or customer marketing initiatives.
Finally, establish a recurring review process so new advocates can be identified as your community grows.
Download your AI community advocate playbook
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