Articles
Inbox — Overview & Getting Started
What the unified inbox is, how to connect an email account, and a tour of the folders, categories and conversation list.
Managing Conversations
Work your conversation list: folders and categories, every column, filter and search, and the actions — star, snooze, archive, assign, tag and AI.
Composing & Replying
Write, reply and forward from inside the inbox: the composer fields, templates, formatting and attachments, and where drafts go.
AI Assistant & Rules
Let AI triage and draft your email: an overview of the Settings, My Rules, Review, Active and Chat tabs and the Require-Approval workflow.
AI Assistant: Settings
Turn the AI Assistant on and set how it behaves: the AI Assistant, Require Approval, Product Recommendations and Learning Mode toggles.
AI Assistant: My Rules
Automate incoming mail with WHEN-THEN rules: how a rule works, how to add one (or build it from Chat), and how to pause it.
AI Assistant: Review
The approval queue: read each AI-drafted reply and Approve, Edit or Reject it before anything is sent.
AI Assistant: Active
The performance dashboard: emails automated, success rate, top-performing rules and AI suggestions.
AI Assistant: Chat
Ask the assistant in plain English to draft replies, create rules, reconfigure its tone, and analyze conversations.
Other topics
- Accounts 4 articles
start with Accounts - Agency Hub 8 articles
start with Agency Hub: Complete Agency Management - Agent Settings 1 article
start with Agent Settings Configuration - AI Agents 1 article
start with AI Agents: Complete Guide to Your Autonomous Marketing Workforce - AI Chatbot 10 articles
start with AI Chatbot — Your AI Command Center - Analytics & Reporting 7 articles
start with Dashboard Builder - Approvals 4 articles
start with Approvals - Ask Darwin 11 articles
start with Ada Assistant User Guide - Automation & AI 2 articles
start with Agent Management - Blog 8 articles
start with Blog Management - Budgets 4 articles
start with Budgets - Build 4 articles
start with Persona Builder - Calendar 9 articles
start with Calendar User Guide - Campaign Center 4 articles
start with Campaign Hub - Create 7 articles
start with Automate with AI - Deals 4 articles
start with Deals - Forms 5 articles
start with Forms - Get Started 2 articles
start with AI Agent Builder - Insights 6 articles
start with Home Dashboard: Your Marketing Command Center - Leads 4 articles
start with Leads - Manage 8 articles
start with Content Management - Partner Program 13 articles
start with Partner Program - Publishing 4 articles
start with Publishing - Recordings 4 articles
start with Recordings - Shared 12 articles
start with Audience Manager - SMS Marketing 5 articles
start with SMS Campaigns: Direct Mobile Marketing Guide - Social Media Posts 1 article
start with Social Media Posts: How to Create Campaigns - Strategy 8 articles
start with Strategy - Webinars 6 articles
start with Webinars - Workspace 3 articles
start with Campaign Center: Unified Campaign Management - Getting Started 2 articles
start with Campaign Hub - Email Marketing 15 articles
start with Email Builder Overview - Social Media 1 article
start with Social Media Management - AI Tools 19 articles
start with Brands User Guide - Audience Management 4 articles
start with Accounts Management - Analytics & Reporting 4 articles
start with Analytics & Reporting - Design Tools 5 articles
start with Background Remover: AI-Powered Background Removal - Integrations 8 articles
start with Integrations - Knowledge Base 5 articles
start with Knowledge Base — Overview & Getting Started - Creative Studio 3 articles
start with Creative Studio - Downloads - Content & Assets 5 articles
start with Content & the Asset Library - AI Caller 7 articles
start with AI Caller — Overview & Dashboard - Calling 5 articles
start with Calling — Overview & Dashboard - Team Management 10 articles
start with Team Management — Overview & Dashboard - Document Management 5 articles
start with Document Management — Overview & Getting Started - Billing 8 articles
start with Billing & Payments - Add-ons - Security 5 articles
start with Access Management - API Keys - Settings 9 articles
start with Access Control - Departments - Support 2 articles
start with Help & Resources - Scoring 4 articles
start with Scoring - Sequences 6 articles
start with Sequences
More ways to get help
These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.