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Start with Your first email to follow the welcome-email example through to a workflow, or open the section you need.

Your first email

Choose a theme, build the email, and preview and test it. Create a theme with AI from your website or a reference image.

Personalize with Liquid

Add a greeting from contact data, generate Liquid with Ask AI, and check the result for different contacts.

Find contacts with filters

Build and refine conditions with the Statement Builder and Ask AI, then inspect the matching contacts.

Your first workflow

Build and test a welcome workflow. Choose nodes for follow-up messages, branches, and waits.

Use chat side by side

Ask for help while keeping an asset open, then review and apply a proposed edit.

Your first agent

Give a webinar agent standing instructions, send it a brief, and review the webinar, emails, and workflows it creates.