> ## 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.

# Getting Started

> Get up and running with RevBridge AI in seven steps

## Before you begin

* A RevBridge AI account (sign up at [app.revbridge.ai](https://app.revbridge.ai))
* Access to your e-commerce platform (Shopify) or your application's codebase for event tracking
* DNS access for configuring a sending domain

## Launch your first AI campaign

<Steps>
  <Step title="Create your account">
    Sign up at [app.revbridge.ai](https://app.revbridge.ai) and create your organization. RevBridge uses Clerk for authentication — you can sign up with email or SSO.

    Once signed in, you'll be prompted to create an organization name. This provisions your workspace and redirects you to the Dashboard.
  </Step>

  <Step title="Connect your data">
    Navigate to **Data → Integrations** and connect your data source.

    **Shopify**: Click **Connect Shopify**, authorize the connection, and RevBridge will sync your customers, orders, and products automatically. Initial sync runs immediately; incremental syncs happen every 6 hours.

    **Events API**: If you're not on Shopify, use the [Events API](/developer/overview) to send customer and behavioral data directly from your application.

    <Check>
      Verify your customer data is flowing by checking **People** — you should see customer profiles appearing.
    </Check>
  </Step>

  <Step title="Run Brand DNA analysis">
    Navigate to **Assets → Branding** and enter your website URL. RevBridge AI will analyze your site and extract:

    * Color palette and typography
    * Logo and visual style
    * Brand voice and tone guidelines

    This creates your **Brand Dossier**, which the AI uses to generate on-brand templates.

    <Warning>
      Brand DNA is a prerequisite for template generation and campaign creation. Complete this step before proceeding.
    </Warning>
  </Step>

  <Step title="Configure a channel">
    Navigate to **Settings → Channels** and configure at least one communication channel.

    **Email** is the recommended starting channel. Click **Configure** next to Email and follow the setup wizard.

    Other available channels: **SMS** and **WhatsApp**. You can add more channels later.

    <Tip>
      Start with Email — it has the highest reach and is the easiest to set up.
    </Tip>
  </Step>

  <Step title="Set up your sending domain">
    Navigate to **Settings → Domains** and add your sending domain. You'll need to:

    1. Add your domain (e.g., `mail.yourcompany.com`)
    2. Publish the DNS records RevBridge provides (CNAME, DKIM)
    3. Wait for verification (usually under 24 hours)

    <Info>
      A test domain is available immediately for sending to internal addresses while your domain verifies.
    </Info>
  </Step>

  <Step title="Generate templates">
    Navigate to **Assets → Templates** and click **Generate Templates**.

    The AI uses your Brand Dossier to create message variations across your configured channels. Each template follows the Creative Concept Framework — 6 different messaging approaches (financial, social, personal) that the AI will test and optimize.

    You can also create templates manually using the built-in Stripo email editor.

    <Check>
      You should see generated templates in your library, ready to use in campaigns.
    </Check>
  </Step>

  <Step title="Launch your first campaign">
    Navigate to **Engagement → Campaigns** and click **Create Campaign**.

    The campaign wizard guides you through:

    1. **Campaign Type** — Choose Performance Campaign
    2. **Objective** — Name your campaign, write a briefing, and select a conversion goal
    3. **Audience** — Pick a customer segment to target
    4. **Channels** — Select channels and content strategy
    5. **Budget** — Set spending limits and execution schedule
    6. **Review** — Review everything and launch

    <Tip>
      Start with a broad audience (1,000+ customers). The MAB algorithm personalizes within the audience, so you don't need micro-segments.
    </Tip>
  </Step>
</Steps>

## Prerequisites at a glance

RevBridge AI enforces prerequisites to ensure your campaigns are set up for success:

| To do this...      | You need...                                 |
| ------------------ | ------------------------------------------- |
| Generate templates | Brand DNA completed                         |
| Create a campaign  | Brand DNA + at least one channel configured |
| Launch a campaign  | Brand DNA + channel + templates             |

If a prerequisite is missing, you'll see an inline alert with a link to complete the required step.

## What's next?

* **[AI Campaigns](/features/autonomous-campaigns)** — Learn how the MAB algorithm optimizes your campaigns
* **[Audiences](/features/segments)** — Create targeted customer segments
* **[Analytics](/features/analytics)** — Track campaign performance and revenue attribution
* **[Brand Dossier](/features/brand-elements)** — Fine-tune your brand identity