Get pricingBook a demo
Resources · Documentation

Product documentation.

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

New here?

Start here.

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 →

Audience → Contacts

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

Audience → Segments

Overview →Building conditions →

Automations

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

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 →
Public Preview

Bring Thoughtfuly
to your team.

We're onboarding B2B marketing teams during Public Preview. Tell us a little about your team and we'll be in touch.

Prefer to talk first? Book a demo or get pricing from the top of any page.

Thoughtfuly web form

Placeholder, the Request early access form is generated in Thoughtfuly and embedded here via embed.js. Submissions post to the platform and write straight to your CRM.

First name
Last name
Work email
Company
Mobile phone number
Role (CMO, Marketing ops, Dynamics partner…)
Current marketing platform
Yes, send me marketing updates from Thoughtfuly by email.
Yes, send me marketing updates from Thoughtfuly by SMS.

Both are optional and independent of each other. You can unsubscribe from either at any time. See our Privacy Policy.

Request early access