Marketing setup
Check which of your providers are connected, and tell the AI what you
sell. Settings themselves (API keys, addresses) live in your environment
file; see marketing.env.example.
1. Sign in
Enter your email. We send you a 6-digit code.
Enter the code we emailed to . It works for 10 minutes.
Signed in as .
Advanced: paste a sign-in token instead
2. Providers
| Sign in to see what is connected. |
3. What you sell
Your products or services, who they are for, your offer, and how you
like to sound. The AI writes every email from this. Required before
the first campaign when MARKETING_PRODUCT_KNOWLEDGE=own.
4. Your lead groups
The kinds of customer you sell to. The AI reads each lead's website and listing, puts it in one group, and writes that group's pitch. A campaign can keep just some groups: "restaurants in Fresno, new restaurant".
Up to 8 groups. A lead that fits none of them goes in "Other" and gets the general pitch.