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Resources · Documentation

Product documentation.

Written for marketers and business owners, plain-language guidance for getting your work done, no code required.

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Getting started

First login, Business DNA from your website URL, and your first verified sender.

Using AI sessions

What a session is, where to start one, and how to write a prompt that gets a good first draft.

Your first Campaign Plan

Goal, brief, campaign type, then review and generate the plan piece by piece.

All docs

Browse by area.

Getting started

Getting started →Using AI sessions →

Pulse

Overview →

Campaigns

Overview →Planning a campaign →Calendar and scheduling →AI sessions in campaigns →

AI Visibility

Overview →Running a check →Recommendations →Reports →Setup notes →

Web tracking

Overview →Web activity on a contact →Campaign breakdown (UTM) →Cookies and privacy →Consent →Page-view limits →Installing the script →

Contacts

Overview →Custom fields →Importing contacts →Subscriptions on a contact →

Segments

Overview →Building conditions →

Automations

Overview →Journey builder →Triggers →Actions →Branching and timing →Approvals →Monitoring and runs →Routines →Routine recipes →

Agent memory

User and business memory →

Settings

Overview →Email and SMS setup →Integrations and connectors →CRM sync scope →CRM permissions reference →Sanity connector →Users and permissions →Business DNA →Guards →Double opt-in →Privacy →Usage and billing →

Artifacts

Overview →Email →Email template →SMS →Image →Web artifact →Social post →Blog post →File artifact →Presentation →
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