Welcome to Digital First AI. Now that you've set up your account, it’s time to input your business info and start driving marketing success!

Let’s break down the steps for implementing AI into your marketing strategy with this guide! Whether you’re creating a campaign, crafting copy, or managing complex workflows, this guide will help you get started and make the most of the platform.

Everything you work on in Digital First AI is organized within workspaces. A workspace is a space where your projects, data, and tasks are stored.

You can create multiple workspaces to keep different products, features, or clients separated. This way, your data remains organized and doesn’t overlap with other projects.

The Data Room is where you can upload all the relevant files that will help AI understand your business. You can upload almost any type of file, including:

These files could contain important details about your company, audience, past campaigns, product offerings, or anything that will give AI more context for better results.

Canvases are visual frameworks designed to help you break down complex strategies into smaller, actionable parts. You can choose from over 35 business and marketing canvases to help you make smarter decisions.

Next, it’s time to build your segments. Personas help you understand your target audience better by creating profiles based on your business data.

Setting up product or service collections is easy and helps you keep track of what your business offers. You can create a list of your products or services and organize them for future use in AI workflows.

Instead of manually searching through different search engines, simply ask a question or enter a website into the Web Searcher. Digital First AI will analyze multiple sources and deliver comprehensive results within seconds.

You can conduct quick research to:

Create projects to track all your marketing activities, from campaigns to initiatives. Once your project is set up, create a whiteboard to start using our AI Agent to build a strategic workflow tailored to your needs.
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If you're just getting started, we recommend giving the AI Agent a quick prompt to begin. You can always fine-tune everything later!

And that’s it! You’re now good to go and automate all your strategies, campaigns and content using AI.

Digital First AI is all about making your marketing processes faster, more efficient, and powered by AI. These features are designed to help you create effective campaigns with ease.

Happy creating!