Documentation overview

Your first week with The AI CMO

From an empty account to a brand the AI knows, data flowing in, a strategy built from that data, and your first work shipped. Here's the honest walk – what happens at each step and what's yours to decide.

Day one: teach it your brand

Create your account with email and password (you'll get a verification link) or continue with Google or LinkedIn. Either way you land in setup, which starts with one field:

Paste your website. Choose Analyze & Auto-Fill and the AI reads your site and fills in your business details – name, industry, what you offer, who it's for, what makes you different. You review and correct; only the business name is required. No website yet? Enter the details manually instead.

Then the wizard walks four short steps – Business · Brand · Assets · Goal:

  • Brand – your colors, an optional logo, and a brand voice (Professional, Friendly, Bold, Playful, Authoritative, or Inspirational). The voice shapes everything the AI writes for you.
  • Assets (optional) – upload up to three reference images and run Analyze Visual Style; the resulting style guide is applied to every AI-generated visual so your images look like your brand.
  • Goal – pick your main focus: launch something new, grow revenue, build brand awareness, or retain customers. This shapes your strategy.

Hit Launch and your workspace is built – everything you create from here on looks and sounds like your brand.

Pick your plan

Next you choose a plan. Each includes a monthly credit allowance and a number of brands and team seats – pick the one that fits how much marketing you ship, and you can change it any time. There's no trial period: you pick a plan and your AI CMO gets to work.

Home: your morning brief

You land on Home – the AI CMO's morning brief. It reads like a note from a colleague: what happened while you were away, what's in progress, the health pulse, and one clear next move as the main button. In your first week, Home is the fastest answer to "what should I do next?" – it always knows.

Connect your data – before the strategy

Do this before you build a strategy, because the strategy reads it. When the AI plans for you, it opens your warehouse first: how many customers you have, which segments they fall into, what they spend, which channels you have connected. With data flowing, your first strategy is quantified against your actual business; without it, the AI plans from your brand description alone – still useful, but generic by comparison. Ten minutes here is the highest-leverage ten minutes of the week.

Three ways, in order of speed:

  1. One CSV – purchase history, ad spend, or a contact list. Your revenue numbers are live the moment it imports.
  2. Your apps – connect ad platforms and channels on the Integrations page; ad spend syncs automatically from then on.
  3. Your website – one script tag and visits, conversions, and revenue attribute themselves.

The full walk is in Connecting your data. If you want to explore first, Load demo data on the Data page fills the account with a sample business you can safely remove later.

Build your first strategy

Now the payoff. Build my first strategy from Home opens the Strategy Creator – and with your data connected, the setup shows a small card: Grounded in your data, with your customer count and average lifetime value. That's your confirmation the plan will be built from your numbers, not assumptions: real segments sized in dollars, recommendations anchored to channels you actually have, and anything you don't have framed as a build-out rather than assumed.

The AI drafts a 90-day plan – positioning, channels, and the work to ship. You review it, adjust it, and it lands in your Strategy Tracker, where progress is measured from then on. Nothing executes without you seeing it first.

Ship your first work

Open Chat – the first item in the sidebar – and brief it like you'd brief a marketer: "write the launch email for our spring collection", "draft five ad variants for the summer sale", "what were my best customers doing last month?". It writes, designs, and analyzes in your brand voice, and shows you previews before anything goes anywhere.

Put something on autopilot

By the end of the week, hand one recurring job to a journey – a welcome email for new contacts, a weekly content engine, a win-back for customers going quiet. Open Journeys, describe what you want in a sentence, and review what it builds. The manual: Journeys.

Running more than one brand?

The icon rail on the far left holds all your brand profiles – one click switches everything (voice, assets, data, strategy) to that brand. The + at the bottom sets up a new one with the same guided flow. How many you can run at once depends on your plan.