> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revbridge.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# AI Assistant
> Connect Claude to your RevBridge account and work by asking — analyze results, build audiences, and launch campaigns in plain language.
Connect **Claude** to RevBridge and your account becomes something you can talk to. Instead of navigating dashboards and filters, you ask:
> "How did last month's campaigns perform by channel?"
>
> "How many people opened an email in the last 30 days but never bought?"
>
> "Draft a win-back campaign for customers who haven't purchased in 90 days — show me the cost before sending."
Claude reads your real data and answers with your real numbers. When you ask it to build or launch something, it drafts first and asks you to confirm before anything goes out.
This works over **MCP** (Model Context Protocol), the standard Claude uses to
connect to external tools. You don't need to know anything about it — connect
once and start asking.
## What you can do
Funnels, conversions and revenue, per-channel results, spend and ROAS,
which creatives won, cohort retention, and customer lifetime value.
Describe who you want in plain language — "opened an email but never
purchased", "added to cart and didn't buy within an hour" — see the size,
then save it. You can also upload a contact list.
Create campaigns, generate creatives with AI, and write templates — all as
drafts you review, and correct by asking rather than starting over.
See the exact audience, cost per channel, wallet balance and how many days
delivery takes, then confirm. Nothing sends without you.
## Who it's for
Anyone on the team who already works in RevBridge — growth, marketing, ops. It's especially useful when:
* You want an answer fast and don't want to build a report to get it.
* You're exploring: "why did conversions drop?" is a conversation, not a dashboard.
* You're preparing a campaign and want the audience, cost, and copy drafted before you commit.
* Something ran and you want to know what happened — including whether it ran at all.
It uses **your** access: Claude sees the same account you do — no more, no less.
## Will it send things without me?
No. This is the part worth understanding before you start.
| What you might worry about | What actually happens |
| ----------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| "Will it email my customers by accident?" | Sending is a separate, deliberate step. Claude must first pull a preview — audience size, cost per channel, wallet balance — and then **you** approve. No approval, no send. |
| "Could it touch another company's data?" | No. Access is locked to the organization you signed in with, and that isn't something Claude can change. |
| "What if it sends the same blast twice?" | Duplicate blasts are refused automatically. |
| "Can it change my billing or account settings?" | No. Its access covers campaigns, audiences, and reporting — not money movement or account configuration. |
| "How do I cut it off?" | Access expires on its own, and you can revoke it at any time. |
Reading and analyzing is always safe. Anything that **sends** shows you a
confirmation with the audience size and cost first — read it before approving.
That prompt is the last stop before real messages go out.
## Guided methods
The assistant also ships with **growth playbooks** — proven methods it can follow instead of improvising: a full diagnostic sweep, reading cohort retention correctly, comparing channel economics, finding where repeat purchase breaks, and preparing a weekly briefing. Ask for one by name, or just describe your goal and let Claude pick.
See [What you can ask](/assistant/what-you-can-ask#guided-methods).
## Get started
Two minutes: add RevBridge in Claude, approve access, done.
Example questions for analysis, audiences, and campaigns.