Start here

CopyLoop is an agentic marketing workspace built around Loop. Plan campaigns, create on-brand work across channels, run email and automations, and add connected sources when a workflow needs them. You do not need to configure every part before getting value. Choose one path below and prove it with a small, real example.

Choose your path

Send email marketingDeliver a test broadcast to an internal list.

Draft or improve work with LoopPrepare a reviewable draft or revision you can accept or dismiss.

Set up Brand and Knowledge BaseAdd approved sources, then review Brand Voice, positioning, and terminology.

Connect a web or mobile appProcess one real application record without blocking the source action.

Connect website activityConfirm that permitted website or commerce events are arriving.

Connect SalesforceVerify a controlled first sync and known field mapping.

Understand the main product areas

• Brand contains Brand Voice, your Knowledge Base, audiences, and content types. This is the reusable context behind generated work.
• Loop is the agentic agent available from supported product surfaces. It can discuss the current context and prepare reviewable proposals.
• Campaigns organizes the goal, audience, message, evidence, and intended outcome for a body of work.
• Studio creates on-brand email, blog, social, landing-page, and other channel content.
• Emails contains reusable email assets. Publish an email before using it in a broadcast or automation.
• Broadcasts are one-time sends to selected lists and segments.
• Automations are multi-step workflows triggered by customer or engagement activity.
• Contacts contains individual contacts, lists, segments, and suppression controls.
• Forms collects contacts and consent through hosted or embedded forms.
• Analytics covers email performance, audience growth, deliverability, website attribution, commerce, and opportunities when the relevant sources are connected.

A safe setup order

If you expect to use more than one area, use this order:

1. Complete workspace setup and confirm the active brand.
2. Add trusted source material and review your Brand Voice.
3. Add a small internal contact list.
4. Verify a sending domain and create one reusable email.
5. Send a test broadcast before using a production audience.
6. Add integrations and automations one at a time, with a way to verify each data flow.

Tip

Keep the first proof small. One brand, one audience, one email, and one owner make failures much easier to understand than a full migration on day one.

Common terms

• Workspace: the account boundary for members, billing, integrations, and settings.
• Brand: the identity and reusable context for generated work and email.
• Email: a reusable message asset.
• Broadcast: a one-time delivery of a published email.
• Automation: a workflow that reacts to a trigger and performs one or more actions.
• Planning campaign: context used while creating content. It is not the same as a broadcast.